NEUMEIER POMA INVESTMENT COUNSEL LLC Information

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

Report Date: 09/30/2015

Position Statistics

Total Positions 43
New Positions 3
Increased Positions 31
Decreased Positions 12
Positions with Activity 43
Sold Out Positions 3
Total Mkt Value (in $ millions) 508

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

Sector Weighting

Basic Materials 0.8%
Capital Goods 7.41%
Conglomerates 4.11%
Consumer Cyclical 19.81%
Consumer/Non-Cyclical 3.87%
Energy
Financial 19.47%
Healthcare 1.45%
Services 11.44%
Technology 31.64%
Transportation
Utilities

43 Positions as of 09/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CORE MARK HOLDING CO INC COM 26,773 6,151 29.83 352,555
BANK OF THE OZARKS INC COM 26,731 -247 (0.92) 620,200
ORBOTECH LTD ORD 25,100 5,486 27.97 1,204,980
SNAP ON INC COM 23,128 4,219 22.31 159,340
MOTORCAR PTS AMER INC COM 21,275 5,309 33.25 644,125
COHERENT INC COM 20,962 4,643 28.45 263,900
HANNON ARMSTRONG SUST INFR CAP COM 20,864 4,986 31.40 1,209,485
SUPER MICRO COMPUTER INC COM 19,341 6,724 53.29 598,805
HENRY JACK & ASSOC INC COM 18,725 3,792 25.40 234,795
CANADIAN SOLAR INC COM 18,689 8,052 75.69 928,885
MKS INSTRUMENT INC COM 18,119 3,642 25.16 533,375
AMTRUST FINL SVCS INC COM 17,135 6,240 57.27 623,776
FIRST FINL BANCORP OH COM 15,692 3,379 27.44 998,875
OSI SYSTEMS INC COM 15,329 7,107 86.43 272,815
KNOLL INC COM NEW 14,780 5,583 60.71 789,930
MADDEN STEVEN LTD COM 14,744 3,992 37.13 458,453
ESSENDANT INC COM 12,925 2,164 20.11 442,950
STEELCASE INC CL A 12,670 2,722 27.36 999,245
PACWEST BANCORP DEL COM 12,229 1,644 15.53 344,375
GENTHERM INC COM 12,046 12,046 New 306,350


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