NEUMEIER POMA INVESTMENT COUNSEL LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 45
New Positions 4
Increased Positions 20
Decreased Positions 24
Positions with Activity 44
Sold Out Positions 5
Total Mkt Value (in $ millions) 434

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

Sector Weighting

Basic Materials 2.14%
Capital Goods 8.71%
Conglomerates 4.02%
Consumer Cyclical 19.34%
Consumer/Non-Cyclical 4.98%
Energy
Financial 18.44%
Healthcare 5.27%
Services 10.59%
Technology 26.51%
Transportation 0%
Utilities

45 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BANK OF THE OZARKS INC COM 26,070 -28 (0.11) 625,925
SNAP ON INC COM 20,830 -104 (0.5) 130,275
HANNON ARMSTRONG SUST INFR CAP COM 17,479 4,069 30.35 920,435
CORE MARK HOLDING CO INC COM 16,204 -2,415 (12.97) 271,555
ORBOTECH LTD ORD 15,914 2 .02 941,630
MOTORCAR PTS AMER INC COM 15,217 4,399 40.66 483,400
FIRST FINL BANCORP OH COM 14,327 8 .06 783,775
MKS INSTRUMENT INC COM 14,327 -3,035 (17.48) 426,150
STEELCASE INC CL A 13,707 3,327 32.05 784,595
MADDEN STEVEN LTD COM 13,557 2,006 17.37 334,328
HENRY JACK & ASSOC INC COM 12,879 56 .44 187,245
ESSENDANT INC COM 12,709 949 8.07 368,800
PACWEST BANCORP DEL COM 12,606 -2,878 (18.59) 298,075
COHERENT INC COM 11,881 1,930 19.40 205,450
PATRICK INDS INC COM 11,717 -4,128 (26.05) 312,371
KNOLL INC COM NEW 11,635 11,635 New 491,530
AMTRUST FINL SVCS INC COM 11,593 5,730 97.71 198,313
LANNET INC COM 11,102 169 1.54 222,620
OSI SYSTEMS INC COM 10,752 -4,101 (27.61) 146,340
SUPER MICRO COMPUTER INC COM 10,481 10,481 New 390,630


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