Atherton Lane Advisers

Atherton Lane Advisers as of March 31, 2014

Portfolio Holdings for Atherton Lane Advisers

Atherton Lane Advisers holds 161 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Golub Capital BDC (GBDC) 4.0 $65M 3.6M 17.84
KKR & Co 3.8 $62M 2.7M 22.84
Google 2.4 $39M 35k 1114.50
Wells Fargo & Company (WFC) 2.4 $38M 766k 49.74
Bank of America Corporation (BAC) 2.1 $34M 2.0M 17.20
Boeing Company (BA) 2.0 $32M 256k 125.49
iShares MSCI Hong Kong Index Fund (EWH) 1.9 $31M 1.6M 19.78
JPMorgan Chase & Co. (JPM) 1.9 $30M 492k 60.71
Helmerich & Payne (HP) 1.8 $30M 275k 107.56
iShares MSCI Mexico Inv. Mt. Idx. (EWW) 1.8 $29M 455k 63.95
Bristol Myers Squibb (BMY) 1.8 $29M 552k 51.95
Honeywell International (HON) 1.8 $28M 306k 92.76
Schlumberger (SLB) 1.7 $28M 288k 97.50
Cummins (CMI) 1.7 $28M 186k 148.99
First Republic Bank/san F (FRCB) 1.7 $28M 514k 53.99
Morgan Stanley (MS) 1.7 $27M 864k 31.17
General Electric Company 1.6 $27M 1.0M 25.89
Baker Hughes Incorporated 1.6 $27M 407k 65.02
BlackRock (BLK) 1.6 $26M 82k 314.49
Intel Corporation (INTC) 1.6 $26M 1.0M 25.81
Express Scripts Holding 1.6 $26M 341k 75.09
Home Depot (HD) 1.6 $25M 318k 79.13
Mylan 1.5 $25M 508k 48.83
Parker-Hannifin Corporation (PH) 1.5 $25M 208k 119.71
Nike (NKE) 1.5 $25M 333k 73.86
Amgen (AMGN) 1.5 $25M 198k 123.34
Ryder System (R) 1.5 $24M 295k 79.92
E.I. du Pont de Nemours & Company 1.4 $23M 344k 67.10
Pfizer (PFE) 1.4 $22M 697k 32.12
Costco Wholesale Corporation (COST) 1.4 $22M 200k 111.68
Stanley Black & Decker (SWK) 1.4 $22M 275k 81.24
Intuit (INTU) 1.4 $22M 284k 77.73
WESCO International (WCC) 1.4 $22M 263k 83.22
United Parcel Service (UPS) 1.3 $22M 223k 97.38
Qualcomm (QCOM) 1.3 $22M 275k 78.86
Chubb Corporation 1.3 $22M 241k 89.30
Ford Motor Company (F) 1.3 $21M 1.4M 15.60
ARM Holdings 1.3 $21M 409k 50.97
Anadarko Petroleum Corporation 1.3 $21M 242k 84.76
Weyerhaeuser Company (WY) 1.2 $20M 686k 29.35
D.R. Horton (DHI) 1.2 $20M 923k 21.65
Chesapeake Energy Corporation 1.2 $20M 773k 25.62
KLA-Tencor Corporation (KLAC) 1.2 $20M 286k 69.14
Caterpillar (CAT) 1.2 $19M 194k 99.37
Toll Brothers (TOL) 1.2 $19M 526k 35.90
Mosaic (MOS) 1.1 $19M 371k 50.00
Yum! Brands (YUM) 1.1 $18M 243k 75.39
EMC Corporation 1.1 $18M 658k 27.41
Manulife Finl Corp (MFC) 1.1 $18M 921k 19.31
Riverbed Technology 1.1 $18M 888k 19.71
Jacobs Engineering 1.0 $17M 265k 63.50
Cisco Systems (CSCO) 1.0 $16M 715k 22.41
iShares MSCI Singapore Index Fund 1.0 $16M 1.2M 13.06
Cbre Group Inc Cl A (CBRE) 0.9 $15M 547k 27.43
NetApp (NTAP) 0.9 $15M 405k 36.90
Scripps Networks Interactive 0.9 $15M 195k 75.91
Atmel Corporation 0.9 $14M 1.7M 8.36
Whole Foods Market 0.8 $14M 265k 50.71
Intuitive Surgical (ISRG) 0.8 $13M 29k 437.99
Celgene Corporation 0.8 $12M 89k 139.60
Staples 0.8 $12M 1.1M 11.34
International Business Machines (IBM) 0.7 $11M 58k 192.49
Aircastle 0.7 $11M 548k 19.38
Oracle Corporation (ORCL) 0.7 $10M 255k 40.91
Trulia 0.6 $10M 310k 33.20
Cliffs Natural Resources 0.6 $9.9M 482k 20.46
Orient-exp Htls 0.6 $9.6M 669k 14.41
Teradata Corporation (TDC) 0.5 $8.7M 178k 49.19
Vulcan Materials Company (VMC) 0.5 $8.1M 122k 66.45
Homeaway 0.5 $7.5M 200k 37.67
OpenTable 0.4 $6.1M 79k 76.93
Exxon Mobil Corporation (XOM) 0.4 $5.8M 59k 97.69
Chevron Corporation (CVX) 0.3 $4.2M 35k 118.91
Lpl Financial Holdings (LPLA) 0.2 $3.8M 73k 52.53
Spdr S&p 500 Etf (SPY) 0.2 $3.3M 18k 187.00
Apple (AAPL) 0.1 $2.1M 3.9k 536.84
Coca-Cola Company (KO) 0.1 $1.8M 47k 38.66
SPDR S&P MidCap 400 ETF (MDY) 0.1 $1.8M 7.3k 250.55
Johnson & Johnson (JNJ) 0.1 $1.6M 17k 98.23
Procter & Gamble Company (PG) 0.1 $1.6M 20k 80.58
American Express Company (AXP) 0.1 $1.4M 15k 90.01
Devon Energy Corporation (DVN) 0.1 $1.3M 19k 66.93
Coach 0.1 $1.1M 22k 49.67
PowerShares QQQ Trust, Series 1 0.1 $1.1M 13k 87.66
Microsoft Corporation (MSFT) 0.1 $979k 24k 41.00
McDonald's Corporation (MCD) 0.1 $956k 9.8k 98.05
Hewlett-Packard Company 0.1 $894k 28k 32.38
Philip Morris International (PM) 0.1 $816k 10k 81.85
Amazon (AMZN) 0.1 $788k 2.3k 336.18
Sunoco Logistics Partners 0.1 $811k 8.9k 90.87
iShares Dow Jones Select Dividend (DVY) 0.1 $778k 11k 73.33
Eli Lilly & Co. (LLY) 0.0 $578k 9.8k 58.89
Reynolds American 0.0 $727k 14k 53.41
Gilead Sciences (GILD) 0.0 $584k 8.2k 70.88
Visa (V) 0.0 $645k 3.0k 215.94
Enterprise Products Partners (EPD) 0.0 $640k 9.2k 69.39
Facebook Inc cl a (META) 0.0 $641k 11k 60.23
Abbvie (ABBV) 0.0 $640k 13k 51.41
Discover Financial Services (DFS) 0.0 $506k 8.7k 58.16
Berkshire Hathaway (BRK.B) 0.0 $428k 3.4k 124.93
Monsanto Company 0.0 $473k 4.2k 113.70
Abbott Laboratories (ABT) 0.0 $428k 11k 38.49
Verizon Communications (VZ) 0.0 $456k 9.6k 47.55
Altria (MO) 0.0 $537k 14k 37.40
Berkshire Hathaway (BRK.A) 0.0 $562k 3.00 187333.33
ConocoPhillips (COP) 0.0 $523k 7.4k 70.31
Merck & Co (MRK) 0.0 $472k 8.3k 56.81
Royal Dutch Shell 0.0 $530k 7.3k 73.01
United Technologies Corporation 0.0 $562k 4.8k 116.89
BP (BP) 0.0 $265k 5.5k 48.06
U.S. Bancorp (USB) 0.0 $313k 7.3k 42.88
Ameriprise Financial (AMP) 0.0 $374k 3.4k 109.94
Blackstone 0.0 $296k 8.9k 33.27
Archer Daniels Midland Company (ADM) 0.0 $283k 6.5k 43.44
Walt Disney Company (DIS) 0.0 $279k 3.5k 80.20
3M Company (MMM) 0.0 $305k 2.3k 135.56
At&t (T) 0.0 $342k 9.8k 35.06
Adobe Systems Incorporated (ADBE) 0.0 $314k 4.8k 65.81
Automatic Data Processing (ADP) 0.0 $352k 4.6k 77.16
Analog Devices (ADI) 0.0 $340k 6.4k 53.12
Health Care REIT 0.0 $244k 4.1k 59.51
McKesson Corporation (MCK) 0.0 $277k 1.6k 176.66
Allergan 0.0 $334k 2.7k 124.21
eBay (EBAY) 0.0 $280k 5.1k 55.33
Pepsi (PEP) 0.0 $360k 4.3k 83.43
Agilent Technologies Inc C ommon (A) 0.0 $303k 5.4k 55.95
Biogen Idec (BIIB) 0.0 $357k 1.2k 305.65
Starbucks Corporation (SBUX) 0.0 $268k 3.6k 73.53
Bce (BCE) 0.0 $254k 5.9k 43.15
Sempra Energy (SRE) 0.0 $339k 3.5k 96.86
SPDR Gold Trust (GLD) 0.0 $300k 2.4k 123.71
Plains All American Pipeline (PAA) 0.0 $386k 7.0k 55.11
Sovran Self Storage 0.0 $264k 3.6k 73.33
Unilever (UL) 0.0 $251k 5.9k 42.83
American States Water Company (AWR) 0.0 $258k 8.0k 32.25
Realty Income (O) 0.0 $245k 6.0k 40.83
Technology SPDR (XLK) 0.0 $259k 7.1k 36.35
PIMCO Corporate Opportunity Fund (PTY) 0.0 $271k 15k 18.07
Vanguard Mega Cap 300 Growth Index ETF (MGK) 0.0 $290k 4.0k 72.50
Covidien 0.0 $368k 5.0k 73.60
iShares FTSE/Xinhua China 25 Index (FXI) 0.0 $233k 6.5k 35.86
Travelers Companies (TRV) 0.0 $207k 2.4k 84.98
Raytheon Company 0.0 $213k 2.2k 98.75
Novartis (NVS) 0.0 $208k 2.5k 84.90
CIGNA Corporation 0.0 $227k 2.7k 83.55
Halliburton Company (HAL) 0.0 $215k 3.7k 58.86
Nextera Energy (NEE) 0.0 $215k 2.2k 95.77
Stryker Corporation (SYK) 0.0 $220k 2.7k 81.36
Tyco International Ltd S hs 0.0 $212k 5.0k 42.40
General Dynamics Corporation (GD) 0.0 $218k 2.0k 109.00
Precision Castparts 0.0 $222k 878.00 252.85
Essex Property Trust (ESS) 0.0 $204k 1.2k 170.00
MetLife (MET) 0.0 $207k 3.9k 52.87
Oneok Partners 0.0 $225k 4.2k 53.57
Cimarex Energy 0.0 $218k 1.8k 119.26
Southern Copper Corporation (SCCO) 0.0 $227k 7.8k 29.17
Siemens (SIEGY) 0.0 $230k 1.7k 135.29
iShares S&P US Pref Stock Idx Fnd (PFF) 0.0 $214k 5.5k 38.94
Citigroup (C) 0.0 $205k 4.3k 47.56
Frontier Communications 0.0 $66k 12k 5.74
Denison Mines Corp (DNN) 0.0 $22k 15k 1.47