NEUMEIER POMA INVESTMENT COUNSEL LLC Information

26435 CARMEL RANCHO BOULEVARD, CARMEL, California, 93923, (831) 625-6355

Report Date: 12/31/2014

Position Statistics

Total Positions 43
New Positions 4
Increased Positions 27
Decreased Positions 16
Positions with Activity 43
Sold Out Positions 3
Total Mkt Value (in $ millions) 444

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.56%
Capital Goods 13.93%
Conglomerates
Consumer Cyclical 10.17%
Consumer/Non-Cyclical 5.42%
Energy
Financial 18.86%
Healthcare 1.22%
Services 12.59%
Technology 29.75%
Transportation 3.78%
Utilities

43 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK OF THE OZARKS INC COM 22,784 -62 (0.27) 622,500
CORE MARK HOLDING CO INC COM 21,331 -6,586 (23.59) 303,345
SNAP ON INC COM 19,291 -22 (0.11) 131,025
MAXIMUS INC COM 19,038 147 .78 321,420
PATRICK INDS INC COM 18,374 1,134 6.58 332,555
OSI SYSTEMS INC COM 17,936 208 1.18 247,500
MKS INSTRUMENT INC COM 17,784 239 1.36 502,950
COHERENT INC COM 16,876 458 2.79 262,700
WABTEC CORP COM 16,793 45 .27 176,975
PACWEST BANCORP DEL COM 16,275 881 5.72 355,075
HENRY JACK & ASSOC INC COM 14,680 -8,492 (36.65) 224,125
ORBOTECH LTD ORD 14,645 1,048 7.71 910,185
ENERSYS COM 14,224 188 1.34 217,825
PROVIDENCE SVC CORP COM 13,502 167 1.25 293,515
UNITED STATIONERS INC COM 13,370 4,180 45.49 331,025
FIRST FINL BANCORP OH COM 13,230 2,781 26.62 759,050
IPG PHOTONICS CORP COM 12,662 6,596 108.73 132,030
STANTEC INC COM 12,496 41 .33 489,650
DRESSER-RAND GROUP INC COM 11,699 -1,233 (9.53) 143,735
NN INC COM 11,348 11,348 New 409,525