Pillar Pacific Capital Management

Pillar Pacific Capital Management as of Sept. 30, 2013

Portfolio Holdings for Pillar Pacific Capital Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 1.7 $7.7M 122k 62.87
Celgene Corporation 1.4 $6.6M 43k 154.14
Google 1.4 $6.3M 7.2k 875.88
Biogen Idec (BIIB) 1.4 $6.1M 25k 240.78
MasterCard Incorporated (MA) 1.3 $6.0M 9.0k 672.79
Boeing Company (BA) 1.3 $6.0M 51k 117.50
Union Pacific Corporation (UNP) 1.3 $5.9M 38k 155.34
Apple (AAPL) 1.3 $5.7M 12k 476.73
Walt Disney Company (DIS) 1.2 $5.5M 85k 64.49
International Business Machines (IBM) 1.2 $5.5M 30k 185.18
Chevron Corporation (CVX) 1.2 $5.4M 45k 121.50
Citigroup (C) 1.2 $5.3M 110k 48.51
Microsoft Corporation (MSFT) 1.1 $5.2M 156k 33.28
Thermo Fisher Scientific (TMO) 1.1 $5.2M 56k 92.15
Amgen (AMGN) 1.1 $5.2M 46k 111.92
Express Scripts Holding 1.1 $5.2M 84k 61.80
Oracle Corporation (ORCL) 1.1 $5.1M 154k 33.17
Bank of America Corporation (BAC) 1.1 $5.0M 359k 13.80
CSX Corporation (CSX) 1.1 $4.9M 190k 25.74
Intel Corporation (INTC) 1.0 $4.6M 200k 22.92
Wells Fargo & Company (WFC) 1.0 $4.5M 109k 41.32
Lowe's Companies (LOW) 1.0 $4.5M 94k 47.60
Siemens (SIEGY) 1.0 $4.4M 37k 120.52
JPMorgan Chase & Co. (JPM) 1.0 $4.4M 85k 51.68
Cisco Systems (CSCO) 0.9 $4.3M 184k 23.43
Halliburton Company (HAL) 0.9 $4.3M 88k 48.15
Qualcomm (QCOM) 0.9 $4.3M 63k 67.32
Honeywell International (HON) 0.9 $4.2M 50k 83.03
Monsanto Company 0.9 $4.1M 40k 104.36
Raytheon Company 0.9 $4.1M 53k 77.08
eBay (EBAY) 0.9 $4.1M 74k 55.79
Air Products & Chemicals (APD) 0.9 $4.0M 38k 106.58
General Electric Company 0.9 $4.0M 166k 23.89
Illinois Tool Works (ITW) 0.9 $3.9M 51k 76.28
Goldman Sachs (GS) 0.8 $3.8M 24k 158.21
Capital One Financial (COF) 0.8 $3.8M 55k 68.73
ConocoPhillips (COP) 0.8 $3.7M 54k 69.51
Costco Wholesale Corporation (COST) 0.8 $3.7M 32k 115.15
Norfolk Southern (NSC) 0.8 $3.7M 48k 77.35
Chubb Corporation 0.8 $3.7M 41k 89.26
Medtronic 0.8 $3.7M 69k 53.24
CF Industries Holdings (CF) 0.8 $3.7M 17k 210.80
Analog Devices (ADI) 0.8 $3.6M 77k 47.04
United Technologies Corporation 0.8 $3.6M 34k 107.81
Applied Materials (AMAT) 0.8 $3.6M 206k 17.53
BlackRock (BLK) 0.8 $3.6M 13k 270.65
Caterpillar (CAT) 0.8 $3.5M 43k 83.41
EMC Corporation 0.8 $3.5M 138k 25.56
SK Tele 0.8 $3.5M 153k 22.70
Dow Chemical Company 0.8 $3.5M 91k 38.40
Praxair 0.8 $3.4M 29k 120.20
Kansas City Southern 0.8 $3.4M 32k 109.35
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.8 $3.4M 87k 39.42
Coach 0.8 $3.4M 63k 54.53
Anadarko Petroleum Corporation 0.8 $3.4M 36k 93.00
Exxon Mobil Corporation (XOM) 0.7 $3.3M 39k 86.03
Unilever 0.7 $3.3M 89k 37.72
Sap (SAP) 0.7 $3.3M 45k 73.93
Magna Intl Inc cl a (MGA) 0.7 $3.3M 40k 82.56
Amazon (AMZN) 0.7 $3.3M 11k 312.59
Cnooc 0.7 $3.3M 16k 201.79
International Paper Company (IP) 0.7 $3.3M 73k 44.80
Diageo (DEO) 0.7 $3.3M 26k 127.08
Schlumberger (SLB) 0.7 $3.3M 37k 88.37
HSBC Holdings (HSBC) 0.7 $3.2M 59k 54.26
Zimmer Holdings (ZBH) 0.7 $3.2M 39k 82.13
Baidu (BIDU) 0.7 $3.2M 21k 155.21
Kroger (KR) 0.7 $3.1M 77k 40.34
Telefonaktiebolaget LM Ericsson (ERIC) 0.7 $3.0M 228k 13.35
Marathon Oil Corporation (MRO) 0.7 $3.0M 86k 34.88
IntercontinentalEx.. 0.7 $2.9M 16k 181.43
Target Corporation (TGT) 0.6 $2.9M 46k 63.99
PT Telekomunikasi Indonesia (TLK) 0.6 $2.9M 80k 36.31
Mitsui & Co (MITSY) 0.6 $2.9M 9.9k 290.62
salesforce (CRM) 0.6 $2.8M 55k 51.92
Sasol (SSL) 0.6 $2.8M 59k 47.79
Ecopetrol (EC) 0.6 $2.8M 62k 46.00
Deere & Company (DE) 0.6 $2.8M 34k 81.40
V.F. Corporation (VFC) 0.6 $2.7M 14k 199.09
Freeport-McMoRan Copper & Gold (FCX) 0.6 $2.7M 82k 33.09
Deutsche Bank Ag-registered (DB) 0.6 $2.7M 59k 45.88
Intuit (INTU) 0.6 $2.7M 41k 66.31
Taiwan Semiconductor Mfg (TSM) 0.6 $2.6M 154k 16.96
Corning Incorporated (GLW) 0.6 $2.6M 176k 14.59
Macy's (M) 0.6 $2.6M 59k 43.27
Noble Corporation Com Stk 0.5 $2.3M 61k 37.77
Eli Lilly & Co. (LLY) 0.5 $2.3M 45k 50.33
Archer Daniels Midland Company (ADM) 0.5 $2.2M 60k 36.83
Royal Dutch Shell 0.5 $2.2M 34k 65.68
Transocean (RIG) 0.5 $2.1M 48k 44.51
Broadcom Corporation 0.5 $2.1M 81k 26.02
Fortune Brands (FBIN) 0.5 $2.1M 51k 41.62
Nasdaq Omx (NDAQ) 0.5 $2.1M 65k 32.11
Teva Pharmaceutical Industries (TEVA) 0.5 $2.1M 55k 37.77
Morgan Stanley (MS) 0.5 $2.1M 77k 26.96
Accenture (ACN) 0.4 $1.9M 26k 73.64
Yum! Brands (YUM) 0.4 $1.8M 26k 71.38
Amphenol Corporation (APH) 0.4 $1.8M 24k 77.40
Home Depot (HD) 0.4 $1.8M 24k 75.88
Digital Realty Trust (DLR) 0.4 $1.7M 33k 53.09
Con-way 0.4 $1.6M 37k 43.08
Intuitive Surgical (ISRG) 0.4 $1.6M 4.3k 376.26
Alcoa 0.3 $1.6M 195k 8.12
NetApp (NTAP) 0.3 $1.5M 36k 42.63
Mohawk Industries (MHK) 0.3 $1.5M 12k 130.28
Dr. Reddy's Laboratories (RDY) 0.3 $1.5M 39k 37.78
Johnson & Johnson (JNJ) 0.3 $1.4M 16k 86.68
Kyocera Corporation (KYOCY) 0.3 $1.4M 13k 106.71
Nordstrom (JWN) 0.3 $1.3M 23k 56.18
Johnson Controls 0.3 $1.3M 31k 41.48
Kohl's Corporation (KSS) 0.3 $1.2M 24k 51.75
Tiffany & Co. 0.3 $1.2M 16k 76.62
SVB Financial (SIVBQ) 0.3 $1.2M 13k 86.36
Petroleo Brasileiro SA (PBR) 0.2 $1.1M 70k 15.49
Pfizer (PFE) 0.2 $1.0M 36k 28.73
Sina Corporation 0.2 $1.1M 13k 81.15
Comerica Incorporated (CMA) 0.2 $1.0M 26k 39.33
St. Jude Medical 0.2 $919k 17k 53.68
Phillips 66 (PSX) 0.2 $920k 16k 57.82
Actavis 0.2 $926k 6.4k 143.92
Republic Services (RSG) 0.2 $882k 26k 33.35
Apache Corporation 0.2 $857k 10k 85.10
Mindray Medical International 0.2 $843k 22k 38.91
Valero Energy Corporation (VLO) 0.2 $814k 24k 34.14
CIGNA Corporation 0.2 $805k 11k 76.82
Ctrip.com International 0.2 $834k 14k 58.37
Precision Castparts 0.2 $753k 3.3k 227.29
Wynn Resorts (WYNN) 0.2 $771k 4.9k 157.98
America Movil Sab De Cv spon adr l 0.2 $722k 36k 19.81
Berkshire Hathaway (BRK.B) 0.2 $708k 6.2k 113.53
Devon Energy Corporation (DVN) 0.1 $670k 12k 57.77
Peabody Energy Corporation 0.1 $663k 38k 17.25
iShares S&P 500 Index (IVV) 0.1 $665k 3.9k 168.82
L-3 Communications Holdings 0.1 $694k 7.4k 94.41
Hartford Financial Services (HIG) 0.1 $656k 21k 31.13
Bunge 0.1 $619k 8.2k 75.90
Lululemon Athletica (LULU) 0.1 $620k 8.5k 73.08
Mondelez Int (MDLZ) 0.1 $651k 21k 31.42
Joy Global 0.1 $590k 12k 51.07
EOG Resources (EOG) 0.1 $567k 3.3k 171.43
Alexion Pharmaceuticals 0.1 $595k 5.1k 116.67
P.H. Glatfelter Company 0.1 $566k 21k 27.09
Adobe Systems Incorporated (ADBE) 0.1 $549k 10k 53.33
Stryker Corporation (SYK) 0.1 $534k 7.9k 67.64
Under Armour (UAA) 0.1 $525k 6.6k 79.60
Marathon Petroleum Corp (MPC) 0.1 $526k 8.2k 64.38
Incyte Corporation (INCY) 0.1 $501k 13k 38.23
Nu Skin Enterprises (NUS) 0.1 $488k 5.1k 95.77
Alliance Data Systems Corporation (BFH) 0.1 $513k 2.4k 211.19
NetEase (NTES) 0.1 $515k 7.1k 72.50
Ansys (ANSS) 0.1 $446k 5.2k 86.67
United Therapeutics Corporation (UTHR) 0.1 $443k 5.6k 78.81
Clarcor 0.1 $450k 8.1k 55.49
CorVel Corporation (CRVL) 0.1 $444k 12k 37.00
FEI Company 0.1 $466k 5.3k 88.00
ResMed (RMD) 0.1 $427k 8.1k 52.87
National-Oilwell Var 0.1 $415k 5.2k 79.17
Barnes (B) 0.1 $422k 12k 34.91
Procter & Gamble Company (PG) 0.1 $429k 5.7k 75.63
New Oriental Education & Tech 0.1 $401k 16k 24.93
Sonic Automotive (SAH) 0.1 $423k 18k 23.75
Methode Electronics (MEI) 0.1 $406k 15k 28.00
On Assignment 0.1 $415k 13k 32.93
Genesee & Wyoming 0.1 $410k 4.4k 93.18
Wabtec Corporation (WAB) 0.1 $428k 6.8k 63.00
Buffalo Wild Wings 0.1 $422k 3.8k 110.95
Ametek (AME) 0.1 $426k 9.2k 46.13
PowerShares QQQ Trust, Series 1 0.1 $425k 5.4k 78.79
Rue21 0.1 $386k 9.6k 40.44
iShares S&P Global Technology Sect. (IXN) 0.1 $394k 5.3k 74.83
Tenaris (TS) 0.1 $374k 8.0k 46.75
iShares MSCI Emerging Markets Indx (EEM) 0.1 $383k 9.4k 40.78
IAC/InterActive 0.1 $368k 6.7k 54.77
Ii-vi 0.1 $345k 18k 18.77
51job 0.1 $351k 4.9k 71.88
Ferro Corporation 0.1 $345k 38k 9.13
Saia (SAIA) 0.1 $359k 12k 31.11
Reliance Steel & Aluminum (RS) 0.1 $351k 4.8k 73.20
Acuity Brands (AYI) 0.1 $368k 4.0k 92.11
Hornbeck Offshore Services 0.1 $357k 6.2k 57.59
Stone Energy Corporation 0.1 $371k 12k 32.40
Cree 0.1 $383k 6.4k 60.24
Esterline Technologies Corporation 0.1 $340k 4.3k 80.00
MasTec (MTZ) 0.1 $347k 11k 30.40
Nice Systems (NICE) 0.1 $372k 9.0k 41.32
Nidec Corporation (NJDCY) 0.1 $357k 17k 21.25
Merck & Co 0.1 $342k 7.2k 47.57
Diamond Offshore Drilling 0.1 $336k 5.4k 62.14
Comcast Corporation (CMCSA) 0.1 $320k 7.1k 45.18
Charles Schwab Corporation (SCHW) 0.1 $339k 16k 21.14
Ecolab (ECL) 0.1 $329k 3.3k 98.74
Advent Software 0.1 $301k 9.5k 31.71
Autodesk (ADSK) 0.1 $303k 7.4k 41.23
Celestica (CLS) 0.1 $307k 28k 11.00
McKesson Corporation (MCK) 0.1 $298k 2.3k 128.45
Torchmark Corporation 0.1 $313k 4.4k 70.59
Dollar Tree (DLTR) 0.1 $320k 5.6k 57.14
East West Ban (EWBC) 0.1 $325k 10k 31.98
GATX Corporation (GATX) 0.1 $308k 6.5k 47.43
MercadoLibre (MELI) 0.1 $338k 2.5k 134.81
Wabash National Corporation (WNC) 0.1 $313k 27k 11.67
Perficient (PRFT) 0.1 $315k 17k 18.33
Synaptics, Incorporated (SYNA) 0.1 $306k 6.9k 44.38
H&E Equipment Services (HEES) 0.1 $334k 13k 26.50
Sally Beauty Holdings (SBH) 0.1 $314k 12k 26.17
SPX Corporation 0.1 $323k 3.8k 84.86
Cheniere Energy (LNG) 0.1 $336k 9.9k 34.06
Cambrex Corporation 0.1 $304k 23k 13.20
Kodiak Oil & Gas 0.1 $329k 27k 12.06
Insperity (NSP) 0.1 $326k 8.7k 37.50
Aon 0.1 $299k 4.0k 74.56
Ingredion Incorporated (INGR) 0.1 $307k 4.7k 66.07
Arris 0.1 $308k 18k 17.11
Ace Limited Cmn 0.1 $253k 2.7k 93.53
Cabot Oil & Gas Corporation (CTRA) 0.1 $254k 6.8k 37.35
Nuance Communications 0.1 $259k 14k 18.65
SYSCO Corporation (SYY) 0.1 $253k 7.9k 31.89
Pall Corporation 0.1 $258k 3.4k 77.01
Manitowoc Company 0.1 $286k 15k 19.60
Matthews International Corporation (MATW) 0.1 $286k 7.5k 38.11
Mylan 0.1 $270k 6.8k 40.00
Aetna 0.1 $285k 4.5k 63.92
Health Management Associates 0.1 $266k 21k 12.78
ArthroCare Corporation 0.1 $268k 7.5k 35.68
Photronics (PLAB) 0.1 $284k 36k 7.81
Dover Corporation (DOV) 0.1 $283k 3.1k 89.98
Advanced Energy Industries (AEIS) 0.1 $255k 15k 17.57
American Axle & Manufact. Holdings (AXL) 0.1 $286k 15k 19.70
Asm International Nvusd (ASMIY) 0.1 $281k 8.1k 34.74
Kubota Corporation (KUBTY) 0.1 $279k 3.8k 72.89
Nordson Corporation (NDSN) 0.1 $277k 3.8k 73.75
Semtech Corporation (SMTC) 0.1 $270k 9.0k 30.00
Medivation 0.1 $288k 4.8k 60.00
Calgon Carbon Corporation 0.1 $263k 14k 19.02
Navigant Consulting 0.1 $293k 19k 15.44
Zumiez (ZUMZ) 0.1 $278k 10k 27.50
iShares S&P Global Healthcare Sect. (IXJ) 0.1 $250k 3.1k 79.49
Loews Corporation (L) 0.1 $227k 4.9k 46.80
U.S. Bancorp (USB) 0.1 $216k 5.9k 36.61
McDonald's Corporation (MCD) 0.1 $224k 2.3k 96.34
XenoPort 0.1 $215k 38k 5.66
At&t (T) 0.1 $220k 6.5k 33.80
Bank of Hawaii Corporation (BOH) 0.1 $244k 4.5k 54.55
Pitney Bowes (PBI) 0.1 $236k 13k 18.15
Verizon Communications (VZ) 0.1 $245k 5.2k 46.75
Regions Financial Corporation (RF) 0.1 $204k 22k 9.27
Cincinnati Financial Corporation (CINF) 0.1 $210k 4.5k 47.19
Everest Re Group (EG) 0.1 $225k 1.6k 145.16
Waters Corporation (WAT) 0.1 $215k 2.2k 100.00
Williams-Sonoma (WSM) 0.1 $231k 3.9k 60.00
Hewlett-Packard Company 0.1 $216k 10k 21.03
Texas Instruments Incorporated (TXN) 0.1 $230k 5.7k 40.22
Energy Xxi 0.1 $206k 6.8k 30.31
Sohu 0.1 $238k 3.0k 78.53
TeleTech Holdings 0.1 $245k 9.8k 25.00
Quanta Services (PWR) 0.1 $218k 7.8k 27.88
Tenne 0.1 $235k 4.7k 50.54
Array BioPharma 0.1 $228k 37k 6.24
ESCO Technologies (ESE) 0.1 $229k 6.9k 33.12
Seagate Technology Com Stk 0.1 $206k 4.7k 43.83
AMCOL International Corporation 0.1 $248k 7.6k 32.57
Parker Drilling Company 0.1 $205k 36k 5.69
Neustar 0.1 $223k 4.5k 49.56
CONMED Corporation (CNMD) 0.1 $224k 6.6k 34.00
F5 Networks (FFIV) 0.1 $231k 2.7k 85.38
Wilshire Ban 0.1 $226k 28k 8.17
Watts Water Technologies (WTS) 0.1 $225k 4.0k 56.32
Cameron International Corporation 0.1 $222k 3.8k 58.42
Globecomm Systems 0.1 $219k 16k 14.06
O'reilly Automotive (ORLY) 0.1 $246k 1.8k 133.33
iShares S&P Global Industrials Sec (EXI) 0.1 $243k 3.7k 65.68
iShares S&P Global Financials Sect. (IXG) 0.1 $219k 4.2k 52.58
D Tumi Holdings 0.1 $212k 11k 20.22
Citrix Systems 0.0 $203k 2.9k 70.50
ON Semiconductor (ON) 0.0 $197k 27k 7.31
DepoMed 0.0 $168k 23k 7.45
Mitcham Industries 0.0 $194k 13k 15.26
Precision Drilling Corporation 0.0 $197k 20k 9.89
Cosan Ltd shs a 0.0 $188k 11k 16.67
Bbcn Ban 0.0 $185k 14k 13.69
Xerox Corporation 0.0 $123k 12k 10.28
Staples 0.0 $154k 11k 14.67
Dell 0.0 $145k 11k 13.74
STMicroelectronics (STM) 0.0 $147k 17k 8.57
Flow International Corporation 0.0 $130k 33k 4.00
Merge Healthcare 0.0 $146k 56k 2.61
Meritor 0.0 $146k 19k 7.90
Logitech International Sa Appl 0.0 $140k 16k 9.00
PDL BioPharma 0.0 $94k 12k 7.95
Callon Pete Co Del Com Stk 0.0 $93k 17k 5.47
Ambow Education Holding 0.0 $78k 55k 1.41
RTI Biologics 0.0 $60k 16k 3.75
Ceragon Networks 0.0 $42k 10k 4.20
Microchannel Technologies 0.0 $0 10k 0.00