Pillar Pacific Capital Management

Pillar Pacific Capital Management as of March 31, 2013

Portfolio Holdings for Pillar Pacific Capital Management

Pillar Pacific Capital Management holds 294 positions in its portfolio as reported in the March 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 1.6 $6.2M 126k 48.94
International Business Machines (IBM) 1.4 $5.5M 26k 213.29
Google 1.4 $5.4M 6.8k 794.13
Union Pacific Corporation (UNP) 1.4 $5.4M 38k 142.41
Celgene Corporation 1.3 $5.2M 45k 115.91
Biogen Idec (BIIB) 1.3 $5.1M 27k 192.61
Chevron Corporation (CVX) 1.2 $4.8M 41k 118.83
MasterCard Incorporated (MA) 1.2 $4.7M 8.7k 541.19
Oracle Corporation (ORCL) 1.2 $4.7M 145k 32.33
Walt Disney Company (DIS) 1.2 $4.7M 82k 56.81
Apple (AAPL) 1.2 $4.5M 10k 442.68
CSX Corporation (CSX) 1.1 $4.5M 181k 24.63
Amgen (AMGN) 1.1 $4.5M 43k 102.50
Express Scripts Holding 1.1 $4.4M 77k 57.62
Bank of America Corporation (BAC) 1.1 $4.3M 354k 12.18
Microsoft Corporation (MSFT) 1.1 $4.2M 146k 28.60
Thermo Fisher Scientific (TMO) 1.1 $4.1M 54k 76.50
Boeing Company (BA) 1.1 $4.1M 48k 85.86
Intel Corporation (INTC) 1.0 $4.0M 184k 21.83
Qualcomm (QCOM) 1.0 $3.9M 58k 66.94
Monsanto Company 1.0 $3.8M 36k 105.62
JPMorgan Chase & Co. (JPM) 1.0 $3.7M 78k 47.47
eBay (EBAY) 0.9 $3.6M 67k 54.22
Norfolk Southern (NSC) 0.9 $3.6M 47k 77.08
Cisco Systems (CSCO) 0.9 $3.6M 173k 20.89
Citigroup (C) 0.9 $3.5M 80k 44.25
Honeywell International (HON) 0.9 $3.5M 47k 75.36
Siemens (SIEGY) 0.9 $3.5M 32k 107.79
Kansas City Southern 0.9 $3.4M 31k 110.90
Analog Devices (ADI) 0.9 $3.4M 73k 46.49
Sap (SAP) 0.9 $3.4M 42k 80.54
Chubb Corporation 0.9 $3.3M 38k 87.53
General Electric Company 0.9 $3.4M 145k 23.12
Wells Fargo & Company (WFC) 0.9 $3.3M 90k 36.99
Unilever 0.9 $3.3M 82k 41.01
Ecopetrol (EC) 0.9 $3.3M 61k 54.51
Halliburton Company (HAL) 0.8 $3.3M 82k 40.41
Lowe's Companies (LOW) 0.8 $3.3M 87k 37.92
PT Telekomunikasi Indonesia (TLK) 0.8 $3.3M 73k 45.08
Caterpillar (CAT) 0.8 $3.2M 37k 86.97
Goldman Sachs (GS) 0.8 $3.1M 21k 147.14
Costco Wholesale Corporation (COST) 0.8 $3.1M 29k 106.13
Exxon Mobil Corporation (XOM) 0.8 $3.0M 34k 90.12
Accenture (ACN) 0.8 $3.1M 41k 75.97
Air Products & Chemicals (APD) 0.8 $3.0M 34k 87.12
Medtronic 0.8 $2.9M 63k 46.95
Diageo (DEO) 0.8 $3.0M 24k 125.82
Praxair 0.8 $3.0M 27k 111.53
Illinois Tool Works (ITW) 0.8 $2.9M 48k 60.95
Raytheon Company 0.8 $2.9M 50k 58.79
HSBC Holdings (HSBC) 0.7 $2.9M 54k 53.33
Coach 0.7 $2.9M 57k 49.99
CF Industries Holdings (CF) 0.7 $2.9M 15k 190.33
ICICI Bank (IBN) 0.7 $2.8M 66k 42.90
Capital One Financial (COF) 0.7 $2.8M 52k 54.95
Kroger (KR) 0.7 $2.8M 84k 33.14
Anadarko Petroleum Corporation 0.7 $2.8M 32k 87.46
EMC Corporation 0.7 $2.8M 116k 23.89
BlackRock (BLK) 0.7 $2.8M 11k 256.93
ConocoPhillips (COP) 0.7 $2.7M 46k 60.11
Cnooc 0.7 $2.7M 14k 191.51
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.7 $2.7M 78k 34.26
Zimmer Holdings (ZBH) 0.7 $2.6M 35k 75.21
Target Corporation (TGT) 0.7 $2.6M 38k 68.44
Applied Materials (AMAT) 0.7 $2.6M 192k 13.48
International Paper Company (IP) 0.7 $2.6M 55k 46.59
Deere & Company (DE) 0.7 $2.6M 30k 85.97
Telefonaktiebolaget LM Ericsson (ERIC) 0.7 $2.6M 205k 12.60
United Technologies Corporation 0.7 $2.5M 27k 93.42
Marathon Oil Corporation (MRO) 0.7 $2.6M 76k 33.72
Intuitive Surgical (ISRG) 0.7 $2.5M 5.1k 491.24
Freeport-McMoRan Copper & Gold (FCX) 0.6 $2.4M 74k 33.10
Mitsui & Co (MITSY) 0.6 $2.4M 8.8k 279.01
SK Tele 0.6 $2.4M 134k 17.87
Amazon (AMZN) 0.6 $2.4M 9.1k 266.50
Broadcom Corporation 0.6 $2.4M 70k 34.69
Schlumberger (SLB) 0.6 $2.4M 32k 74.90
Sasol (SSL) 0.6 $2.4M 53k 44.35
Archer Daniels Midland Company (ADM) 0.6 $2.3M 69k 33.72
Taiwan Semiconductor Mfg (TSM) 0.6 $2.3M 134k 17.19
Dow Chemical Company 0.6 $2.3M 71k 31.84
IntercontinentalEx.. 0.6 $2.2M 13k 163.03
Eli Lilly & Co. (LLY) 0.6 $2.1M 38k 56.79
Magna Intl Inc cl a (MGA) 0.6 $2.1M 37k 58.69
Transocean (RIG) 0.5 $2.1M 40k 51.96
Deutsche Bank Ag-registered (DB) 0.5 $2.1M 53k 39.12
Noble Corporation Com Stk 0.5 $2.0M 53k 38.15
Digital Realty Trust (DLR) 0.5 $1.9M 28k 66.92
salesforce (CRM) 0.5 $1.9M 11k 178.83
Teva Pharmaceutical Industries (TEVA) 0.5 $1.9M 47k 39.67
Kohl's Corporation (KSS) 0.5 $1.9M 40k 46.12
Royal Dutch Shell 0.5 $1.8M 27k 65.17
Tiffany & Co. 0.4 $1.7M 25k 69.53
Baidu (BIDU) 0.4 $1.7M 19k 87.72
Yum! Brands (YUM) 0.4 $1.6M 23k 71.93
Alcoa 0.4 $1.6M 191k 8.52
Amphenol Corporation (APH) 0.4 $1.6M 22k 74.64
Banco Bradesco SA (BBD) 0.4 $1.6M 95k 17.02
Nordstrom (JWN) 0.4 $1.6M 29k 55.24
Home Depot (HD) 0.4 $1.6M 22k 69.77
Morgan Stanley (MS) 0.4 $1.6M 71k 21.98
America Movil Sab De Cv spon adr l 0.4 $1.5M 73k 20.96
SVB Financial (SIVBQ) 0.4 $1.5M 21k 70.91
NetApp (NTAP) 0.3 $1.4M 40k 34.15
Phillips 66 (PSX) 0.3 $1.4M 20k 69.95
Johnson & Johnson (JNJ) 0.3 $1.3M 16k 81.55
Banco Itau Holding Financeira (ITUB) 0.3 $1.3M 74k 17.81
Johnson Controls 0.3 $1.3M 36k 35.06
Kyocera Corporation (KYOCY) 0.3 $1.3M 14k 91.41
Dr. Reddy's Laboratories (RDY) 0.3 $1.2M 37k 32.34
Petroleo Brasileiro SA (PBR) 0.3 $1.2M 71k 16.56
Con-way 0.3 $1.2M 33k 35.21
Macy's (M) 0.3 $1.2M 28k 41.85
Precision Castparts 0.3 $1.1M 6.0k 189.55
Valero Energy Corporation (VLO) 0.3 $1.1M 24k 45.50
Pfizer (PFE) 0.3 $1.0M 36k 28.85
Intuit (INTU) 0.3 $996k 15k 65.64
L-3 Communications Holdings 0.3 $997k 12k 80.94
Republic Services (RSG) 0.2 $874k 27k 33.00
Apache Corporation 0.2 $883k 12k 77.12
Mindray Medical International 0.2 $866k 22k 39.95
Peabody Energy Corporation 0.2 $800k 38k 21.15
Vale (VALE) 0.2 $789k 46k 17.28
Joy Global 0.2 $741k 13k 59.55
Comerica Incorporated (CMA) 0.2 $727k 20k 35.92
Marathon Petroleum Corp (MPC) 0.2 $732k 8.2k 89.63
CIGNA Corporation 0.2 $712k 11k 62.43
Devon Energy Corporation (DVN) 0.2 $664k 12k 56.49
St. Jude Medical 0.2 $673k 17k 40.45
iShares S&P 500 Index (IVV) 0.2 $622k 4.0k 157.39
Wynn Resorts (WYNN) 0.2 $605k 4.8k 125.32
Bunge 0.1 $595k 8.1k 73.86
Adobe Systems Incorporated (ADBE) 0.1 $576k 13k 43.33
Sina Corporation 0.1 $578k 12k 48.55
Actavis 0.1 $589k 6.4k 92.11
Berkshire Hathaway (BRK.B) 0.1 $548k 5.3k 104.16
East West Ban (EWBC) 0.1 $549k 21k 25.66
Hartford Financial Services (HIG) 0.1 $520k 20k 25.73
EOG Resources (EOG) 0.1 $494k 3.8k 128.57
NetEase (NTES) 0.1 $487k 8.9k 54.71
P.H. Glatfelter Company 0.1 $488k 21k 23.36
Ametek (AME) 0.1 $486k 11k 43.29
Mondelez Int (MDLZ) 0.1 $499k 16k 30.64
NYSE Euronext 0.1 $480k 12k 38.61
Stryker Corporation (SYK) 0.1 $476k 7.3k 65.25
Genesee & Wyoming 0.1 $457k 4.9k 93.18
iShares MSCI Emerging Markets Indx (EEM) 0.1 $412k 9.6k 42.77
Ansys (ANSS) 0.1 $419k 5.2k 81.27
Sonic Automotive (SAH) 0.1 $417k 19k 22.16
On Assignment 0.1 $417k 17k 25.29
Alexion Pharmaceuticals 0.1 $415k 4.5k 92.22
Clarcor 0.1 $424k 8.1k 52.35
iShares S&P Global Technology Sect. (IXN) 0.1 $428k 6.1k 69.71
Ingredion Incorporated (INGR) 0.1 $408k 5.7k 72.14
Diamond Offshore Drilling 0.1 $381k 5.5k 69.33
ResMed (RMD) 0.1 $397k 8.6k 46.32
Procter & Gamble Company (PG) 0.1 $405k 5.3k 77.08
UnitedHealth (UNH) 0.1 $397k 7.1k 56.36
GATX Corporation (GATX) 0.1 $380k 7.3k 52.00
Alliance Data Systems Corporation (BFH) 0.1 $389k 2.4k 162.14
STMicroelectronics (STM) 0.1 $397k 52k 7.71
Reliance Steel & Aluminum (RS) 0.1 $377k 5.3k 71.20
Sally Beauty Holdings (SBH) 0.1 $381k 13k 29.33
Wabtec Corporation (WAB) 0.1 $398k 3.9k 102.00
MasTec (MTZ) 0.1 $391k 13k 29.20
FEI Company 0.1 $374k 5.8k 64.40
American International (AFF) 0.1 $378k 15k 25.20
Citrix Systems 0.1 $346k 4.8k 72.00
National-Oilwell Var 0.1 $357k 5.1k 70.00
Barnes (B) 0.1 $350k 12k 28.95
Under Armour (UAA) 0.1 $338k 6.6k 51.20
Semtech Corporation (SMTC) 0.1 $336k 9.5k 35.33
Cree 0.1 $345k 6.3k 54.76
Lululemon Athletica (LULU) 0.1 $356k 5.7k 62.38
United Therapeutics Corporation (UTHR) 0.1 $342k 5.6k 60.74
Buffalo Wild Wings 0.1 $333k 3.8k 87.62
Nice Systems (NICE) 0.1 $332k 9.0k 36.84
PowerShares QQQ Trust, Series 1 0.1 $353k 5.1k 68.89
Hollyfrontier Corp 0.1 $344k 6.5k 53.33
Comcast Corporation (CMCSA) 0.1 $292k 7.0k 41.94
Tenaris (TS) 0.1 $326k 8.0k 40.75
IAC/InterActive 0.1 $294k 6.6k 44.57
Incyte Corporation (INCY) 0.1 $325k 14k 23.39
Autodesk (ADSK) 0.1 $303k 7.4k 41.23
Nuance Communications 0.1 $307k 15k 20.22
Manitowoc Company 0.1 $300k 15k 20.53
Health Management Associates 0.1 $293k 23k 12.87
Ii-vi 0.1 $314k 18k 17.05
51job 0.1 $321k 5.4k 59.59
Ctrip.com International 0.1 $307k 14k 21.38
New Oriental Education & Tech 0.1 $291k 16k 17.98
Arris 0.1 $310k 18k 17.23
SPX Corporation 0.1 $300k 3.8k 78.92
True Religion Apparel 0.1 $301k 12k 26.17
Cambrex Corporation 0.1 $294k 23k 12.80
CorVel Corporation (CRVL) 0.1 $297k 6.0k 49.50
Esterline Technologies Corporation 0.1 $321k 4.3k 75.50
Merck & Co 0.1 $301k 6.8k 44.26
Charles Schwab Corporation (SCHW) 0.1 $287k 16k 17.70
Ace Limited Cmn 0.1 $290k 3.3k 89.09
Ecolab (ECL) 0.1 $270k 3.4k 80.26
XenoPort 0.1 $271k 38k 7.14
Advent Software 0.1 $267k 9.5k 28.05
SYSCO Corporation (SYY) 0.1 $281k 8.0k 35.20
Nu Skin Enterprises (NUS) 0.1 $270k 6.1k 44.23
Pall Corporation 0.1 $277k 4.1k 68.40
Matthews International Corporation (MATW) 0.1 $262k 7.5k 34.86
ArthroCare Corporation 0.1 $262k 7.5k 34.86
Hewlett-Packard Company 0.1 $252k 11k 23.84
Torchmark Corporation 0.1 $290k 4.9k 59.79
Dollar Tree (DLTR) 0.1 $271k 5.6k 48.39
MercadoLibre (MELI) 0.1 $277k 2.9k 97.08
Advanced Energy Industries (AEIS) 0.1 $265k 15k 18.29
Asm International Nvusd (ASMIY) 0.1 $271k 8.1k 33.42
ESCO Technologies (ESE) 0.1 $283k 6.9k 40.94
Insight Enterprises (NSIT) 0.1 $253k 12k 20.70
Saia (SAIA) 0.1 $278k 7.7k 36.11
Acuity Brands (AYI) 0.1 $278k 4.0k 69.47
Cirrus Logic (CRUS) 0.1 $259k 11k 22.73
H&E Equipment Services (HEES) 0.1 $256k 13k 20.33
Hornbeck Offshore Services 0.1 $289k 6.2k 46.55
Kubota Corporation (KUBTY) 0.1 $275k 3.8k 72.00
Cheniere Energy (LNG) 0.1 $275k 9.9k 27.92
Rue21 0.1 $281k 9.6k 29.45
iShares S&P Global Healthcare Sect. (IXJ) 0.1 $277k 3.8k 73.67
Loews Corporation (L) 0.1 $214k 4.9k 44.12
Infosys Technologies (INFY) 0.1 $216k 4.0k 53.87
Cabot Oil & Gas Corporation (CTRA) 0.1 $230k 3.4k 67.65
FedEx Corporation (FDX) 0.1 $239k 2.4k 98.15
McDonald's Corporation (MCD) 0.1 $222k 2.2k 99.78
At&t (T) 0.1 $230k 6.3k 36.68
Bank of Hawaii Corporation (BOH) 0.1 $232k 4.6k 50.67
Cameco Corporation (CCJ) 0.1 $238k 12k 20.75
Hologic (HOLX) 0.1 $219k 9.7k 22.55
Waters Corporation (WAT) 0.1 $215k 2.2k 100.00
Aetna 0.1 $228k 4.5k 51.13
McKesson Corporation (MCK) 0.1 $250k 2.3k 107.76
Photronics (PLAB) 0.1 $242k 36k 6.67
Williams-Sonoma (WSM) 0.1 $245k 4.8k 51.58
Texas Instruments Incorporated (TXN) 0.1 $226k 6.4k 35.49
Dover Corporation (DOV) 0.1 $229k 3.1k 72.81
Quanta Services (PWR) 0.1 $215k 7.5k 28.89
ON Semiconductor (ON) 0.1 $224k 27k 8.31
iShares Russell 2000 Index (IWM) 0.1 $246k 2.6k 94.43
Life Technologies 0.1 $251k 3.9k 64.00
Nordson Corporation (NDSN) 0.1 $248k 3.8k 66.25
Stone Energy Corporation 0.1 $250k 12k 21.80
Medivation 0.1 $225k 4.8k 46.82
Neustar 0.1 $247k 5.3k 46.60
Calgon Carbon Corporation 0.1 $249k 14k 18.03
CONMED Corporation (CNMD) 0.1 $224k 6.6k 34.00
F5 Networks (FFIV) 0.1 $241k 2.7k 89.23
Navigant Consulting 0.1 $249k 19k 13.11
Nidec Corporation (NJDCY) 0.1 $249k 17k 15.11
Zumiez (ZUMZ) 0.1 $232k 10k 22.92
Cameron International Corporation 0.1 $248k 3.8k 65.26
Mitcham Industries 0.1 $214k 13k 16.84
Cosan Ltd shs a 0.1 $226k 11k 20.00
Kodiak Oil & Gas 0.1 $249k 27k 9.13
O'reilly Automotive (ORLY) 0.1 $246k 2.4k 102.50
iShares S&P Global Energy Sector (IXC) 0.1 $232k 5.8k 39.90
iShares S&P Global Industrials Sec (EXI) 0.1 $243k 4.1k 59.20
iShares S&P Global Financials Sect. (IXG) 0.1 $239k 4.9k 48.58
Insperity (NSP) 0.1 $246k 8.7k 28.25
Ralph Lauren Corp (RL) 0.1 $237k 1.4k 169.29
Aon 0.1 $247k 4.0k 61.60
D Tumi Holdings 0.1 $219k 11k 20.87
U.S. Bancorp (USB) 0.1 $200k 5.9k 33.90
Regions Financial Corporation (RF) 0.1 $180k 22k 8.18
Cincinnati Financial Corporation (CINF) 0.1 $210k 4.5k 47.19
Everest Re Group (EG) 0.1 $201k 1.6k 129.68
TeleTech Holdings 0.1 $208k 9.8k 21.19
Array BioPharma 0.1 $178k 37k 4.88
Seagate Technology Com Stk 0.1 $208k 5.7k 36.49
Perficient (PRFT) 0.1 $201k 17k 11.67
Wilshire Ban 0.1 $187k 28k 6.75
Globecomm Systems 0.1 $188k 16k 12.03
Precision Drilling Corporation 0.1 $184k 20k 9.26
Bbcn Ban 0.1 $177k 14k 13.08
Staples 0.0 $173k 13k 13.37
Dell 0.0 $151k 11k 14.31
Aeropostale 0.0 $145k 11k 13.70
Parker Drilling Company 0.0 $153k 36k 4.25
Merge Healthcare 0.0 $161k 56k 2.87
Xerox Corporation 0.0 $98k 11k 8.63
DepoMed 0.0 $133k 23k 5.91
Flow International Corporation 0.0 $128k 33k 3.94
Logitech International Sa Appl 0.0 $109k 16k 7.00
PDL BioPharma 0.0 $86k 12k 7.27
Callon Pete Co Del Com Stk 0.0 $63k 17k 3.71
RTI Biologics 0.0 $63k 16k 3.92
Meritor 0.0 $87k 19k 4.70
Ceragon Networks 0.0 $43k 10k 4.30
Microchannel Technologies 0.0 $0 10k 0.00