Pillar Pacific Capital Management

Pillar Pacific Capital Management as of Dec. 31, 2012

Portfolio Holdings for Pillar Pacific Capital Management

Pillar Pacific Capital Management holds 287 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 1.4 $5.0M 9.4k 532.15
Gilead Sciences (GILD) 1.4 $4.9M 67k 73.45
Google 1.4 $4.9M 7.0k 707.33
International Business Machines (IBM) 1.4 $4.9M 25k 191.57
Union Pacific Corporation (UNP) 1.3 $4.7M 37k 125.73
Oracle Corporation (ORCL) 1.3 $4.7M 140k 33.32
Chevron Corporation (CVX) 1.2 $4.3M 40k 108.15
MasterCard Incorporated (MA) 1.2 $4.1M 8.4k 491.21
Walt Disney Company (DIS) 1.2 $4.1M 82k 49.79
Bank of America Corporation (BAC) 1.1 $3.9M 338k 11.61
Express Scripts Holding 1.1 $3.9M 73k 54.00
Biogen Idec (BIIB) 1.1 $3.8M 26k 146.35
Microsoft Corporation (MSFT) 1.1 $3.7M 140k 26.71
Sap (SAP) 1.1 $3.7M 46k 80.39
Intel Corporation (INTC) 1.0 $3.6M 176k 20.62
Celgene Corporation 1.0 $3.6M 46k 78.47
Amgen (AMGN) 1.0 $3.6M 42k 86.20
Siemens (SIEGY) 1.0 $3.6M 33k 109.46
Boeing Company (BA) 1.0 $3.5M 47k 75.36
Ecopetrol (EC) 1.0 $3.5M 59k 59.67
CSX Corporation (CSX) 1.0 $3.5M 176k 19.73
Qualcomm (QCOM) 1.0 $3.5M 56k 61.86
eBay (EBAY) 1.0 $3.4M 67k 51.00
Thermo Fisher Scientific (TMO) 1.0 $3.4M 53k 63.77
JPMorgan Chase & Co. (JPM) 0.9 $3.3M 75k 43.98
Monsanto Company 0.9 $3.3M 35k 94.65
Cisco Systems (CSCO) 0.9 $3.3M 167k 19.65
Caterpillar (CAT) 0.9 $3.1M 35k 89.60
Coach 0.9 $3.0M 55k 55.50
Analog Devices (ADI) 0.9 $3.0M 72k 42.06
Unilever 0.9 $3.0M 79k 38.30
Citigroup (C) 0.9 $3.0M 77k 39.55
Wells Fargo & Company (WFC) 0.9 $3.0M 87k 34.18
Lowe's Companies (LOW) 0.9 $3.0M 84k 35.52
General Electric Company 0.8 $3.0M 141k 20.99
Cnooc 0.8 $2.9M 13k 219.97
Accenture (ACN) 0.8 $2.9M 44k 66.51
Capital One Financial (COF) 0.8 $2.9M 49k 57.93
ICICI Bank (IBN) 0.8 $2.8M 64k 43.61
Norfolk Southern (NSC) 0.8 $2.8M 46k 61.84
Raytheon Company 0.8 $2.8M 49k 57.55
Honeywell International (HON) 0.8 $2.8M 45k 63.48
EMC Corporation 0.8 $2.8M 112k 25.30
Illinois Tool Works (ITW) 0.8 $2.8M 46k 60.81
Chubb Corporation 0.8 $2.8M 37k 75.32
Exxon Mobil Corporation (XOM) 0.8 $2.8M 32k 86.54
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.8 $2.8M 74k 37.68
Praxair 0.8 $2.7M 25k 109.47
CF Industries Holdings (CF) 0.8 $2.7M 14k 203.14
Halliburton Company (HAL) 0.8 $2.7M 79k 34.69
Costco Wholesale Corporation (COST) 0.8 $2.7M 27k 98.73
Diageo (DEO) 0.8 $2.7M 23k 116.56
ConocoPhillips (COP) 0.8 $2.6M 45k 57.99
PT Telekomunikasi Indonesia (TLK) 0.8 $2.6M 71k 36.95
Kansas City Southern 0.7 $2.6M 31k 83.49
HSBC Holdings (HSBC) 0.7 $2.6M 48k 53.07
Medtronic 0.7 $2.5M 61k 41.01
NYSE Euronext 0.7 $2.5M 78k 31.54
Mitsui & Co (MITSY) 0.7 $2.5M 8.3k 300.45
Deere & Company (DE) 0.7 $2.4M 28k 86.41
Freeport-McMoRan Copper & Gold (FCX) 0.7 $2.4M 71k 34.19
Intuitive Surgical (ISRG) 0.7 $2.4M 4.9k 490.44
Anadarko Petroleum Corporation 0.7 $2.3M 31k 74.33
Zimmer Holdings (ZBH) 0.7 $2.3M 34k 66.66
Goldman Sachs (GS) 0.6 $2.2M 17k 127.53
Air Products & Chemicals (APD) 0.6 $2.2M 27k 84.02
Marathon Oil Corporation (MRO) 0.6 $2.2M 73k 30.66
Broadcom Corporation 0.6 $2.2M 67k 33.21
Taiwan Semiconductor Mfg (TSM) 0.6 $2.2M 129k 17.16
Kroger (KR) 0.6 $2.1M 82k 26.02
Dow Chemical Company 0.6 $2.1M 66k 32.32
Schlumberger (SLB) 0.6 $2.1M 31k 69.30
Target Corporation (TGT) 0.6 $2.1M 36k 59.18
Applied Materials (AMAT) 0.6 $2.1M 185k 11.44
Sasol (SSL) 0.6 $2.1M 49k 43.28
Archer Daniels Midland Company (ADM) 0.6 $2.1M 77k 27.40
Telefonaktiebolaget LM Ericsson (ERIC) 0.6 $2.1M 206k 10.10
SK Tele 0.6 $2.1M 130k 15.83
International Paper Company (IP) 0.6 $2.0M 51k 39.84
Deutsche Bank Ag-registered (DB) 0.6 $2.0M 46k 44.28
Kohl's Corporation (KSS) 0.6 $1.9M 45k 42.98
America Movil Sab De Cv spon adr l 0.6 $1.9M 82k 23.14
Baidu (BIDU) 0.5 $1.9M 19k 100.27
Digital Realty Trust (DLR) 0.5 $1.9M 27k 67.90
Transocean (RIG) 0.5 $1.8M 41k 44.67
Eli Lilly & Co. (LLY) 0.5 $1.8M 36k 49.31
Royal Dutch Shell 0.5 $1.8M 26k 68.94
Noble Corporation Com Stk 0.5 $1.8M 51k 34.82
Magna Intl Inc cl a (MGA) 0.5 $1.7M 35k 50.02
Amazon (AMZN) 0.5 $1.7M 7.0k 250.87
salesforce (CRM) 0.5 $1.7M 10k 168.06
Teva Pharmaceutical Industries (TEVA) 0.5 $1.7M 44k 37.35
Nordstrom (JWN) 0.5 $1.6M 30k 53.51
IntercontinentalEx.. 0.5 $1.6M 13k 123.81
Banco Bradesco SA (BBD) 0.4 $1.5M 88k 17.37
Tiffany & Co. 0.4 $1.5M 26k 57.36
Alcoa 0.4 $1.5M 174k 8.68
United Technologies Corporation 0.4 $1.5M 18k 82.03
Precision Castparts 0.4 $1.5M 7.7k 189.44
Johnson & Johnson (JNJ) 0.4 $1.4M 20k 70.08
NetApp (NTAP) 0.4 $1.4M 43k 33.57
Amphenol Corporation (APH) 0.4 $1.4M 21k 64.73
Banco Itau Holding Financeira (ITUB) 0.4 $1.4M 84k 16.45
Home Depot (HD) 0.4 $1.4M 22k 61.82
Petroleo Brasileiro SA (PBR) 0.4 $1.3M 67k 19.47
Yum! Brands (YUM) 0.4 $1.3M 20k 66.42
Dr. Reddy's Laboratories (RDY) 0.4 $1.3M 38k 33.29
Kyocera Corporation (KYOCY) 0.3 $1.2M 13k 91.34
SVB Financial (SIVBQ) 0.3 $1.2M 21k 55.96
Johnson Controls 0.3 $1.2M 38k 30.66
Phillips 66 (PSX) 0.3 $1.1M 22k 53.08
Peabody Energy Corporation 0.3 $1.1M 42k 26.62
Pfizer (PFE) 0.3 $1.1M 44k 25.07
Apache Corporation 0.3 $1.1M 14k 78.54
Morgan Stanley (MS) 0.3 $1.1M 58k 19.13
Macy's (M) 0.3 $1.1M 28k 39.01
Vale (VALE) 0.3 $952k 45k 20.96
L-3 Communications Holdings 0.3 $943k 12k 76.66
Con-way 0.3 $897k 32k 27.82
Republic Services (RSG) 0.2 $866k 30k 29.34
Valero Energy Corporation (VLO) 0.2 $877k 26k 34.14
Joy Global 0.2 $811k 13k 63.78
Mindray Medical International 0.2 $717k 22k 32.69
Infosys Technologies (INFY) 0.2 $654k 16k 42.28
CIGNA Corporation 0.2 $664k 12k 53.51
Berkshire Hathaway (BRK.B) 0.2 $631k 7.0k 89.68
Devon Energy Corporation (DVN) 0.2 $634k 12k 51.98
Bunge 0.2 $630k 8.7k 72.66
Comerica Incorporated (CMA) 0.2 $624k 21k 30.34
Watson Pharmaceuticals 0.2 $635k 7.4k 85.86
St. Jude Medical 0.2 $598k 17k 36.11
iShares S&P 500 Index (IVV) 0.2 $545k 3.8k 143.16
Wynn Resorts (WYNN) 0.2 $543k 4.8k 112.45
Sina Corporation 0.1 $531k 11k 50.26
Marathon Petroleum Corp (MPC) 0.1 $514k 8.2k 62.98
Cameco Corporation (CCJ) 0.1 $483k 25k 19.74
Adobe Systems Incorporated (ADBE) 0.1 $490k 13k 37.69
Ametek (AME) 0.1 $481k 13k 37.53
iShares MSCI Emerging Markets Indx (EEM) 0.1 $465k 11k 44.36
Hartford Financial Services (HIG) 0.1 $451k 20k 22.43
UnitedHealth (UNH) 0.1 $456k 8.4k 54.55
EOG Resources (EOG) 0.1 $466k 3.8k 121.43
East West Ban (EWBC) 0.1 $460k 21k 21.48
On Assignment 0.1 $457k 23k 20.29
Intuit (INTU) 0.1 $403k 6.8k 59.41
Alexion Pharmaceuticals 0.1 $422k 4.5k 93.78
Lululemon Athletica (LULU) 0.1 $434k 5.7k 76.19
Clarcor 0.1 $411k 8.6k 47.84
Diamond Offshore Drilling 0.1 $374k 5.5k 68.00
Ecolab (ECL) 0.1 $374k 5.2k 71.94
ResMed (RMD) 0.1 $379k 9.1k 41.67
Procter & Gamble Company (PG) 0.1 $367k 5.4k 67.91
Stryker Corporation (SYK) 0.1 $400k 7.3k 54.76
Texas Instruments Incorporated (TXN) 0.1 $371k 12k 30.92
NetEase (NTES) 0.1 $379k 8.9k 42.55
Sonic Automotive (SAH) 0.1 $393k 19k 20.91
STMicroelectronics (STM) 0.1 $373k 52k 7.24
Cirrus Logic (CRUS) 0.1 $369k 13k 29.05
P.H. Glatfelter Company 0.1 $397k 23k 17.46
FEI Company 0.1 $378k 6.8k 55.60
American International (AFF) 0.1 $375k 15k 25.00
Mondelez Int (MDLZ) 0.1 $390k 15k 25.47
Tenaris (TS) 0.1 $335k 8.0k 41.88
Ansys (ANSS) 0.1 $347k 5.2k 67.30
Nuance Communications 0.1 $335k 15k 22.30
National-Oilwell Var 0.1 $357k 5.1k 70.00
Ii-vi 0.1 $339k 19k 18.23
Alliance Data Systems Corporation (BFH) 0.1 $348k 2.4k 145.00
Under Armour (UAA) 0.1 $344k 7.1k 48.40
Genesee & Wyoming 0.1 $366k 4.8k 76.19
Wabtec Corporation (WAB) 0.1 $341k 3.9k 87.33
MasTec (MTZ) 0.1 $335k 13k 25.00
PowerShares QQQ Trust, Series 1 0.1 $338k 5.2k 65.14
iShares S&P Global Technology Sect. (IXN) 0.1 $361k 5.4k 67.35
Ingredion Incorporated (INGR) 0.1 $358k 5.6k 64.44
IAC/InterActive 0.1 $303k 6.4k 47.27
Citrix Systems 0.1 $314k 4.8k 65.50
SYSCO Corporation (SYY) 0.1 $310k 9.8k 31.66
Staples 0.1 $306k 27k 11.36
GATX Corporation (GATX) 0.1 $317k 7.3k 43.43
Ctrip.com International 0.1 $327k 14k 22.68
New Oriental Education & Tech 0.1 $315k 16k 19.43
Reliance Steel & Aluminum (RS) 0.1 $329k 5.3k 62.00
Sally Beauty Holdings (SBH) 0.1 $306k 13k 23.50
Cymer 0.1 $326k 3.6k 90.67
Buffalo Wild Wings 0.1 $309k 4.3k 72.68
Nice Systems (NICE) 0.1 $301k 9.0k 33.42
Hollyfrontier Corp 0.1 $301k 6.4k 47.06
Charles Schwab Corporation (SCHW) 0.1 $293k 20k 14.34
XenoPort 0.1 $295k 38k 7.77
Barnes (B) 0.1 $272k 12k 22.46
Arris 0.1 $269k 18k 14.94
Asm International Nvusd (ASMIY) 0.1 $294k 8.1k 36.32
Acuity Brands (AYI) 0.1 $272k 4.0k 67.89
Semtech Corporation (SMTC) 0.1 $275k 9.5k 28.89
SPX Corporation 0.1 $267k 3.8k 70.27
True Religion Apparel 0.1 $293k 12k 25.50
United Therapeutics Corporation (UTHR) 0.1 $296k 5.6k 53.33
Cambrex Corporation 0.1 $262k 23k 11.40
CorVel Corporation (CRVL) 0.1 $269k 6.0k 44.83
Esterline Technologies Corporation 0.1 $270k 4.3k 63.50
F5 Networks (FFIV) 0.1 $262k 2.7k 96.92
Rue21 0.1 $268k 9.5k 28.31
Insperity (NSP) 0.1 $283k 8.7k 32.50
Merck & Co 0.1 $278k 6.8k 40.88
Comcast Corporation (CMCSA) 0.1 $260k 7.0k 37.34
Ace Limited Cmn 0.1 $260k 3.3k 79.88
FedEx Corporation (FDX) 0.1 $237k 2.6k 91.68
Incyte Corporation (INCY) 0.1 $231k 14k 16.61
Autodesk (ADSK) 0.1 $260k 7.4k 35.31
Pall Corporation 0.1 $244k 4.1k 60.25
Manitowoc Company 0.1 $230k 15k 15.73
Matthews International Corporation (MATW) 0.1 $241k 7.5k 32.16
Waters Corporation (WAT) 0.1 $235k 2.7k 87.04
Health Management Associates 0.1 $259k 28k 9.30
ArthroCare Corporation 0.1 $259k 7.5k 34.59
Torchmark Corporation 0.1 $251k 4.9k 51.75
Dollar Tree (DLTR) 0.1 $227k 5.6k 40.54
51job 0.1 $253k 5.4k 46.93
ESCO Technologies (ESE) 0.1 $259k 6.9k 37.50
Cliffs Natural Resources 0.1 $254k 6.6k 38.57
Nordson Corporation (NDSN) 0.1 $237k 3.8k 63.12
Stone Energy Corporation 0.1 $236k 12k 20.60
Medivation 0.1 $247k 4.8k 51.36
Nidec Corporation (NJDCY) 0.1 $242k 17k 14.67
Kodiak Oil & Gas 0.1 $243k 27k 8.89
At&t (T) 0.1 $208k 6.2k 33.71
Advent Software 0.1 $204k 9.5k 21.46
Bank of Hawaii Corporation (BOH) 0.1 $217k 5.0k 43.71
Nu Skin Enterprises (NUS) 0.1 $225k 6.1k 36.92
Aetna 0.1 $206k 4.5k 46.20
McKesson Corporation (MCK) 0.1 $225k 2.3k 96.98
Photronics (PLAB) 0.1 $216k 36k 5.96
Williams-Sonoma (WSM) 0.1 $208k 4.8k 43.79
Allstate Corporation (ALL) 0.1 $210k 5.2k 40.19
Dover Corporation (DOV) 0.1 $207k 3.1k 65.82
Energy Xxi 0.1 $219k 6.8k 32.19
MercadoLibre (MELI) 0.1 $224k 2.9k 78.36
Sohu 0.1 $210k 4.4k 47.29
Quanta Services (PWR) 0.1 $210k 7.4k 28.57
Advanced Energy Industries (AEIS) 0.1 $201k 15k 13.86
Insight Enterprises (NSIT) 0.1 $212k 12k 17.37
iShares Russell 2000 Index (IWM) 0.1 $226k 2.7k 84.33
Perficient (PRFT) 0.1 $226k 19k 11.78
Hornbeck Offshore Services 0.1 $214k 6.2k 34.48
Kubota Corporation (KUBTY) 0.1 $215k 3.7k 58.00
Cree 0.1 $215k 6.3k 34.05
Neustar 0.1 $222k 5.3k 41.89
NetScout Systems (NTCT) 0.1 $203k 7.8k 26.05
Calgon Carbon Corporation 0.1 $195k 14k 14.10
Navigant Consulting 0.1 $211k 19k 11.11
Tech Data Corporation 0.1 $219k 4.8k 45.62
Zumiez (ZUMZ) 0.1 $196k 10k 19.38
Cameron International Corporation 0.1 $215k 3.8k 56.58
O'reilly Automotive (ORLY) 0.1 $215k 2.4k 89.58
iShares S&P Global Energy Sector (IXC) 0.1 $200k 5.2k 38.17
iShares S&P Global Healthcare Sect. (IXJ) 0.1 $224k 3.5k 64.46
iShares S&P Global Industrials Sec (EXI) 0.1 $215k 3.9k 54.92
Ralph Lauren Corp (RL) 0.1 $210k 1.4k 150.00
Aon 0.1 $223k 4.0k 55.61
D Tumi Holdings 0.1 $219k 11k 20.87
Regions Financial Corporation (RF) 0.1 $157k 22k 7.14
ON Semiconductor (ON) 0.1 $191k 27k 7.08
H&E Equipment Services (HEES) 0.1 $189k 13k 15.00
Parker Drilling Company 0.1 $166k 36k 4.61
Wilshire Ban 0.1 $162k 28k 5.83
Globecomm Systems 0.1 $176k 16k 11.25
Mitcham Industries 0.1 $174k 13k 13.68
Precision Drilling Corporation 0.1 $166k 20k 8.32
Cosan Ltd shs a 0.1 $190k 11k 17.27
Hewlett-Packard Company 0.0 $152k 11k 14.24
Aeropostale 0.0 $138k 11k 13.04
Array BioPharma 0.0 $135k 37k 3.71
DepoMed 0.0 $133k 22k 6.20
Merge Healthcare 0.0 $139k 56k 2.48
Bbcn Ban 0.0 $156k 14k 11.54
Dell 0.0 $107k 11k 10.14
Flow International Corporation 0.0 $113k 32k 3.53
RTI Biologics 0.0 $111k 26k 4.25
Logitech International Sa Appl 0.0 $109k 15k 7.52
Xerox Corporation 0.0 $77k 11k 6.78
PDL BioPharma 0.0 $83k 12k 7.05
Callon Pete Co Del Com Stk 0.0 $80k 17k 4.71
Meritor 0.0 $87k 19k 4.70
Ceragon Networks 0.0 $44k 10k 4.40
Gt Solar Int'l 0.0 $38k 13k 3.04
Microchannel Technologies 0.0 $0 10k 0.00