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) 443

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

Sector Weighting

Basic Materials 2.33%
Capital Goods 14.44%
Conglomerates
Consumer Cyclical 10.45%
Consumer/Non-Cyclical 5.3%
Energy
Financial 18.7%
Healthcare 1.26%
Services 11.68%
Technology 30.05%
Transportation 3.99%
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 24,078 -66 (0.27) 622,500
MAXIMUS INC COM 20,793 160 .78 321,420
SNAP ON INC COM 19,882 -23 (0.11) 131,025
PATRICK INDS INC COM 19,827 1,224 6.58 332,555
MKS INSTRUMENT INC COM 17,940 241 1.36 502,950
WABTEC CORP COM 17,666 47 .27 176,975
OSI SYSTEMS INC COM 16,630 193 1.18 247,500
ORBOTECH LTD ORD 16,383 1,172 7.71 910,185
CORE MARK HOLDING CO INC COM 16,229 -5,011 (23.59) 303,345
PACWEST BANCORP DEL COM 15,877 860 5.72 355,075
COHERENT INC COM 15,799 428 2.79 262,700
HENRY JACK & ASSOC INC COM 15,007 -8,681 (36.65) 224,125
ENERSYS COM 14,860 196 1.34 217,825
UNITED STATIONERS INC COM 13,479 4,215 45.49 331,025
STANTEC INC COM 13,289 43 .33 489,650
FIRST FINL BANCORP OH COM 12,737 2,678 26.62 759,050
PROVIDENCE SVC CORP COM 12,530 155 1.25 293,515
IPG PHOTONICS CORP COM 11,965 6,232 108.73 132,030
DRESSER-RAND GROUP INC COM 11,910 -1,255 (9.53) 143,735
BADGER METER INC COM 11,022 3,519 46.91 175,560