NEUMEIER POMA INVESTMENT COUNSEL LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 40
New Positions 1
Increased Positions 14
Decreased Positions 26
Positions with Activity 40
Sold Out Positions 2
Total Mkt Value (in $ millions) 412

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

Sector Weighting

Basic Materials
Capital Goods 15.07%
Conglomerates
Consumer Cyclical 10.59%
Consumer/Non-Cyclical 4.2%
Energy
Financial 21.16%
Healthcare 1.47%
Services 14.58%
Technology 27.91%
Transportation 3.66%
Utilities

40 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HENRY JACK & ASSOC INC COM 20,827 -679 (3.16) 361,950
CORE MARK HOLDING CO INC COM 20,223 -196 (0.96) 402,200
BANK OF THE OZARKS INC COM 19,807 -457 (2.26) 630,800
PATRICK INDS INC COM 17,378 17 .10 402,925
AMTRUST FINL SVCS INC COM 16,833 -473 (2.73) 391,381
SNAP ON INC COM 16,748 -1,182 (6.59) 133,500
OSI SYSTEMS INC COM 16,685 426 2.62 247,700
MKS INSTRUMENT INC COM 16,560 -398 (2.35) 502,125
STANTEC INC COM 16,083 256 1.62 246,825
DRESSER-RAND GROUP INC COM 15,184 -30 (0.2) 226,590
WABTEC CORP COM 15,052 -504 (3.24) 178,600
COHERENT INC COM 14,587 367 2.58 235,575
ENERSYS COM 13,833 1,786 14.82 217,500
PACWEST BANCORP DEL COM 13,574 -4,081 (23.12) 331,425
THOR INDS INC COM 13,408 -1,067 (7.37) 246,375
MAXIMUS INC COM 12,995 6,105 88.61 313,670
PIER 1 IMPORTS INC COM 12,848 5,596 77.16 797,500
ORBOTECH LTD ORD 10,995 2,137 24.12 675,385
MADDEN STEVEN LTD COM 10,145 -5,675 (35.87) 299,967
STEELCASE INC CL A 10,021 1,575 18.65 626,710