Pillar Pacific Capital Management

Pillar Pacific Capital Management as of March 31, 2014

Portfolio Holdings for Pillar Pacific Capital Management

Pillar Pacific Capital Management holds 291 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
Gilead Sciences (GILD) 1.6 $7.9M 111k 70.86
Google Inc Class C 1.5 $7.6M 6.8k 1114.54
Biogen Idec (BIIB) 1.5 $7.5M 24k 305.88
Union Pacific Corporation (UNP) 1.4 $7.1M 38k 187.66
Microsoft Corporation (MSFT) 1.3 $6.6M 160k 40.99
Apple (AAPL) 1.3 $6.5M 12k 536.74
Oracle Corporation (ORCL) 1.3 $6.4M 157k 40.91
Thermo Fisher Scientific (TMO) 1.3 $6.3M 53k 120.25
Express Scripts Holding 1.3 $6.3M 84k 75.10
Walt Disney Company (DIS) 1.3 $6.3M 78k 80.06
Boeing Company (BA) 1.3 $6.2M 50k 125.50
MasterCard Incorporated (MA) 1.2 $6.1M 82k 74.70
Bank of America Corporation (BAC) 1.2 $6.1M 355k 17.20
Amgen (AMGN) 1.2 $5.8M 47k 123.33
Celgene Corporation 1.2 $5.8M 42k 139.61
International Business Machines (IBM) 1.1 $5.7M 29k 192.50
CSX Corporation (CSX) 1.1 $5.5M 192k 28.97
Chevron Corporation (CVX) 1.1 $5.5M 47k 118.92
Raytheon Company 1.1 $5.3M 54k 98.79
Halliburton Company (HAL) 1.1 $5.2M 89k 58.89
JPMorgan Chase & Co. (JPM) 1.1 $5.2M 85k 60.71
Intel Corporation (INTC) 1.0 $5.1M 196k 25.81
Wells Fargo & Company (WFC) 1.0 $5.1M 102k 49.74
Siemens (SIEGY) 1.0 $5.0M 37k 135.14
Qualcomm (QCOM) 1.0 $5.0M 63k 78.86
Dow Chemical Company 1.0 $4.8M 99k 48.59
Honeywell International (HON) 1.0 $4.7M 51k 92.76
Lowe's Companies (LOW) 0.9 $4.6M 95k 48.90
Citigroup (C) 0.9 $4.6M 97k 47.60
Monsanto Company 0.9 $4.6M 40k 113.77
Norfolk Southern (NSC) 0.9 $4.5M 47k 97.17
CF Industries Holdings (CF) 0.9 $4.5M 17k 260.65
Air Products & Chemicals (APD) 0.9 $4.5M 38k 119.04
Capital One Financial (COF) 0.9 $4.3M 56k 77.16
BlackRock (BLK) 0.8 $4.2M 13k 314.52
Caterpillar (CAT) 0.8 $4.2M 42k 99.37
Analog Devices (ADI) 0.8 $4.1M 78k 53.15
eBay (EBAY) 0.8 $4.2M 75k 55.24
Applied Materials (AMAT) 0.8 $4.2M 204k 20.42
Illinois Tool Works (ITW) 0.8 $4.0M 49k 81.34
Cisco Systems (CSCO) 0.8 $4.0M 179k 22.42
United Technologies Corporation 0.8 $4.0M 34k 116.83
Magna Intl Inc cl a (MGA) 0.8 $4.0M 42k 96.31
Goldman Sachs (GS) 0.8 $3.9M 24k 163.87
Medtronic 0.8 $3.8M 62k 61.54
ConocoPhillips (COP) 0.8 $3.9M 55k 70.34
Chubb Corporation 0.8 $3.8M 43k 89.30
Macy's (M) 0.8 $3.8M 64k 59.29
Praxair 0.8 $3.8M 29k 130.99
Amazon (AMZN) 0.8 $3.8M 11k 336.37
Corning Incorporated (GLW) 0.8 $3.7M 179k 20.82
EMC Corporation 0.8 $3.7M 136k 27.41
Zimmer Holdings (ZBH) 0.8 $3.7M 40k 94.57
Schlumberger (SLB) 0.8 $3.7M 38k 97.50
Costco Wholesale Corporation (COST) 0.7 $3.6M 33k 111.67
Exxon Mobil Corporation (XOM) 0.7 $3.6M 37k 97.68
Taiwan Semiconductor Mfg (TSM) 0.7 $3.6M 179k 20.02
General Electric Company 0.7 $3.6M 138k 25.89
Unilever 0.7 $3.6M 88k 41.11
SK Tele 0.7 $3.6M 158k 22.57
International Paper Company (IP) 0.7 $3.6M 78k 45.88
V.F. Corporation (VFC) 0.7 $3.5M 56k 61.88
Sasol (SSL) 0.7 $3.4M 60k 55.87
Intercontinental Exchange (ICE) 0.7 $3.4M 17k 197.84
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.7 $3.3M 90k 36.65
Deere & Company (DE) 0.7 $3.3M 36k 90.81
Parker-Hannifin Corporation (PH) 0.7 $3.3M 27k 119.73
Sap (SAP) 0.7 $3.3M 40k 81.30
Diageo (DEO) 0.7 $3.2M 26k 124.57
Marathon Oil Corporation (MRO) 0.7 $3.2M 90k 35.53
salesforce (CRM) 0.7 $3.2M 56k 57.09
Baidu (BIDU) 0.7 $3.2M 21k 152.26
Kansas City Southern 0.6 $3.2M 31k 102.08
Anadarko Petroleum Corporation 0.6 $3.1M 37k 84.76
Continental Resources 0.6 $3.1M 25k 124.25
Kroger (KR) 0.6 $3.0M 70k 43.65
Intuit (INTU) 0.6 $3.1M 39k 77.73
HSBC Holdings (HSBC) 0.6 $2.9M 57k 50.83
Teva Pharmaceutical Industries (TEVA) 0.6 $2.9M 55k 52.84
Telefonaktiebolaget LM Ericsson (ERIC) 0.6 $2.9M 218k 13.33
Target Corporation (TGT) 0.6 $2.8M 47k 60.50
Nasdaq Omx (NDAQ) 0.5 $2.6M 72k 36.94
Eli Lilly & Co. (LLY) 0.5 $2.7M 46k 58.87
Comerica Incorporated (CMA) 0.5 $2.7M 52k 51.79
Qihoo 360 Technologies Co Lt 0.5 $2.6M 27k 99.59
Morgan Stanley (MS) 0.5 $2.4M 78k 31.17
PT Telekomunikasi Indonesia (TLK) 0.5 $2.4M 62k 39.36
Cnooc 0.5 $2.4M 16k 151.79
Freeport-McMoRan Copper & Gold (FCX) 0.5 $2.2M 68k 33.07
Deutsche Bank Ag-registered (DB) 0.5 $2.3M 50k 44.84
Amphenol Corporation (APH) 0.5 $2.2M 24k 91.64
Fortune Brands (FBIN) 0.5 $2.2M 53k 42.07
Coach 0.4 $2.2M 44k 49.65
Royal Dutch Shell 0.4 $2.1M 29k 73.05
Home Depot (HD) 0.4 $2.1M 26k 79.15
Mitsui & Co (MITSY) 0.4 $2.1M 7.4k 282.12
Archer Daniels Midland Company (ADM) 0.4 $2.0M 47k 43.40
Ctrip.com International 0.4 $2.0M 40k 50.41
Accenture (ACN) 0.4 $1.9M 24k 79.71
Yum! Brands (YUM) 0.4 $1.8M 24k 75.40
Ecopetrol (EC) 0.4 $1.8M 45k 40.78
Noble Corp Plc equity 0.4 $1.8M 55k 32.75
Broadcom Corporation 0.3 $1.7M 55k 31.47
SVB Financial (SIVBQ) 0.3 $1.7M 13k 128.74
Mohawk Industries (MHK) 0.3 $1.7M 12k 135.97
Con-way 0.3 $1.6M 40k 41.08
Dr. Reddy's Laboratories (RDY) 0.3 $1.5M 34k 43.91
Transocean (RIG) 0.3 $1.5M 36k 41.33
Johnson Controls 0.3 $1.5M 31k 47.33
Nordstrom (JWN) 0.3 $1.4M 23k 62.45
Alcoa 0.3 $1.4M 109k 12.87
Johnson & Johnson (JNJ) 0.3 $1.4M 14k 98.22
NetApp (NTAP) 0.3 $1.3M 35k 36.90
Tiffany & Co. 0.2 $1.2M 14k 86.15
St. Jude Medical 0.2 $1.2M 18k 65.34
Actavis 0.2 $1.1M 5.5k 205.96
Intuitive Surgical (ISRG) 0.2 $1.1M 2.5k 437.95
Kyocera Corporation (KYOCY) 0.2 $1.1M 24k 45.24
Wynn Resorts (WYNN) 0.2 $1.1M 4.8k 222.05
Kohl's Corporation (KSS) 0.2 $1.1M 19k 56.79
Pfizer (PFE) 0.2 $919k 29k 32.13
L-3 Communications Holdings 0.2 $915k 7.7k 118.10
Sina Corporation 0.2 $879k 15k 60.39
Alexion Pharmaceuticals 0.2 $814k 5.4k 152.17
CIGNA Corporation 0.2 $776k 9.3k 83.71
Hartford Financial Services (HIG) 0.1 $742k 21k 35.20
Devon Energy Corporation (DVN) 0.1 $764k 11k 66.93
Republic Services (RSG) 0.1 $718k 21k 34.18
Precision Castparts 0.1 $753k 3.0k 252.85
Digital Realty Trust (DLR) 0.1 $675k 13k 53.11
Manitowoc Company 0.1 $693k 22k 31.44
Valero Energy Corporation (VLO) 0.1 $694k 13k 53.10
iShares S&P 500 Index (IVV) 0.1 $699k 3.7k 188.11
Alliance Data Systems Corporation (BFH) 0.1 $710k 2.6k 272.61
Mindray Medical International 0.1 $692k 21k 32.33
Mondelez Int (MDLZ) 0.1 $705k 20k 34.57
Berkshire Hathaway (BRK.B) 0.1 $652k 5.2k 124.90
Bunge 0.1 $583k 7.3k 79.54
Stryker Corporation (SYK) 0.1 $612k 7.5k 81.44
EOG Resources (EOG) 0.1 $586k 3.0k 197.30
CorVel Corporation (CRVL) 0.1 $597k 12k 49.75
Nidec Corporation (NJDCY) 0.1 $585k 19k 30.80
America Movil Sab De Cv spon adr l 0.1 $559k 28k 19.87
IAC/InterActive 0.1 $532k 7.5k 71.33
Acuity Brands (AYI) 0.1 $531k 4.0k 132.63
United Therapeutics Corporation (UTHR) 0.1 $528k 5.6k 93.93
Buffalo Wild Wings 0.1 $537k 3.6k 149.05
Marathon Petroleum Corp (MPC) 0.1 $550k 6.3k 87.09
Under Armour (UAA) 0.1 $483k 4.2k 115.00
Ferro Corporation 0.1 $516k 38k 13.64
H&E Equipment Services (HEES) 0.1 $490k 12k 40.50
P.H. Glatfelter Company 0.1 $500k 18k 27.18
Lululemon Athletica (LULU) 0.1 $473k 9.0k 52.59
MasTec (MTZ) 0.1 $477k 11k 43.40
PowerShares QQQ Trust, Series 1 0.1 $495k 5.6k 87.73
Phillips 66 (PSX) 0.1 $483k 6.3k 77.13
Arris 0.1 $493k 18k 28.19
Joy Global 0.1 $442k 7.6k 58.05
Charles Schwab Corporation (SCHW) 0.1 $438k 16k 27.36
Incyte Corporation (INCY) 0.1 $456k 8.5k 53.67
Barnes (B) 0.1 $465k 12k 38.42
Procter & Gamble Company (PG) 0.1 $467k 5.8k 80.66
GATX Corporation (GATX) 0.1 $442k 6.5k 68.00
New Oriental Education & Tech 0.1 $449k 15k 29.38
Saia (SAIA) 0.1 $441k 12k 38.15
Methode Electronics (MEI) 0.1 $423k 14k 30.62
Stone Energy Corporation 0.1 $441k 11k 42.00
Cambrex Corporation 0.1 $420k 22k 18.90
Clarcor 0.1 $429k 7.5k 57.25
Ametek (AME) 0.1 $432k 8.4k 51.53
FEI Company 0.1 $464k 4.5k 103.20
Ansys (ANSS) 0.1 $397k 5.2k 77.14
Nu Skin Enterprises (NUS) 0.1 $397k 4.8k 82.69
National-Oilwell Var 0.1 $415k 5.2k 79.17
McKesson Corporation (MCK) 0.1 $410k 2.3k 176.72
Sonic Automotive (SAH) 0.1 $401k 18k 22.50
On Assignment 0.1 $370k 9.6k 38.54
Synaptics, Incorporated (SYNA) 0.1 $372k 6.2k 60.00
SPX Corporation 0.1 $374k 3.8k 98.38
Cree 0.1 $399k 7.0k 56.62
Genesee & Wyoming 0.1 $409k 4.2k 97.27
Cheniere Energy (LNG) 0.1 $392k 7.1k 55.56
Esterline Technologies Corporation 0.1 $394k 3.7k 106.50
iShares S&P Global Technology Sect. (IXN) 0.1 $393k 4.7k 84.43
Merck & Co 0.1 $407k 7.2k 56.84
Comcast Corporation (CMCSA) 0.1 $367k 7.3k 50.08
Ecolab (ECL) 0.1 $344k 3.2k 108.01
ResMed (RMD) 0.1 $361k 8.1k 44.68
Pitney Bowes (PBI) 0.1 $338k 13k 26.00
Mylan 0.1 $338k 6.8k 50.00
ArthroCare Corporation 0.1 $346k 7.2k 48.11
Torchmark Corporation 0.1 $348k 4.4k 80.00
51job 0.1 $348k 4.9k 71.14
NetEase (NTES) 0.1 $344k 5.1k 67.50
Quanta Services (PWR) 0.1 $334k 9.1k 36.89
Advanced Energy Industries (AEIS) 0.1 $356k 15k 24.57
Asm International Nvusd (ASMIY) 0.1 $324k 8.1k 40.00
Wabash National Corporation (WNC) 0.1 $369k 27k 13.75
DepoMed 0.1 $327k 23k 14.55
AMCOL International Corporation 0.1 $347k 7.6k 45.71
Sally Beauty Holdings (SBH) 0.1 $328k 12k 27.33
Wabtec Corporation (WAB) 0.1 $364k 4.7k 77.33
Callon Pete Co Del Com Stk 0.1 $326k 39k 8.36
Navigant Consulting 0.1 $355k 19k 18.67
Nice Systems (NICE) 0.1 $358k 8.0k 44.74
Kodiak Oil & Gas 0.1 $331k 27k 12.14
Aon 0.1 $338k 4.0k 84.29
Advent Software 0.1 $278k 9.5k 29.27
Apache Corporation 0.1 $286k 3.4k 83.02
Bank of Hawaii Corporation (BOH) 0.1 $275k 4.4k 62.86
SYSCO Corporation (SYY) 0.1 $281k 7.8k 36.08
Pall Corporation 0.1 $300k 3.4k 89.55
Celestica (CLS) 0.1 $305k 28k 10.92
Matthews International Corporation (MATW) 0.1 $306k 7.5k 40.81
Aetna 0.1 $304k 4.1k 74.95
Photronics (PLAB) 0.1 $309k 36k 8.52
Ii-vi 0.1 $284k 18k 15.41
Perficient (PRFT) 0.1 $299k 17k 18.11
Medivation 0.1 $310k 4.8k 64.55
NetScout Systems (NTCT) 0.1 $294k 7.8k 37.63
Calgon Carbon Corporation 0.1 $301k 14k 21.80
CONMED Corporation (CNMD) 0.1 $286k 6.6k 43.33
F5 Networks (FFIV) 0.1 $289k 2.7k 106.92
Wilshire Ban 0.1 $290k 26k 11.08
iShares Russell 2000 Growth Index (IWO) 0.1 $294k 2.2k 136.05
O'reilly Automotive (ORLY) 0.1 $316k 2.1k 148.48
iShares MSCI Emerging Markets Indx (EEM) 0.1 $268k 6.5k 40.94
U.S. Bancorp (USB) 0.1 $244k 5.7k 42.81
Ace Limited Cmn 0.1 $268k 2.7k 99.08
Cabot Oil & Gas Corporation (CTRA) 0.1 $230k 6.8k 33.82
Ultra Petroleum 0.1 $242k 9.0k 26.89
Verizon Communications (VZ) 0.1 $260k 5.5k 47.51
Regions Financial Corporation (RF) 0.1 $244k 22k 11.09
Everest Re Group (EG) 0.1 $237k 1.6k 152.90
Goodyear Tire & Rubber Company (GT) 0.1 $238k 9.1k 26.15
PerkinElmer (RVTY) 0.1 $225k 5.0k 45.00
Avnet (AVT) 0.1 $235k 5.0k 46.62
Williams-Sonoma (WSM) 0.1 $270k 3.9k 70.00
Hewlett-Packard Company 0.1 $242k 7.5k 32.36
Texas Instruments Incorporated (TXN) 0.1 $265k 5.6k 47.17
East West Ban (EWBC) 0.1 $246k 6.8k 36.44
Dover Corporation (DOV) 0.1 $257k 3.1k 81.72
eLong 0.1 $224k 14k 16.37
MercadoLibre (MELI) 0.1 $268k 2.8k 95.44
TeleTech Holdings 0.1 $240k 9.8k 24.52
ON Semiconductor (ON) 0.1 $253k 27k 9.38
Tenne 0.1 $270k 4.7k 58.06
American Axle & Manufact. Holdings (AXL) 0.1 $268k 15k 18.51
ESCO Technologies (ESE) 0.1 $244k 6.9k 35.31
Seagate Technology Com Stk 0.1 $225k 4.0k 56.25
Cytec Industries 0.1 $240k 2.4k 100.00
Hornbeck Offshore Services 0.1 $259k 6.2k 41.72
Kubota Corporation (KUBTY) 0.1 $234k 3.5k 66.27
Nordson Corporation (NDSN) 0.1 $265k 3.8k 70.62
Parker Drilling Company 0.1 $255k 36k 7.07
BorgWarner (BWA) 0.1 $234k 3.8k 61.58
Cameron International Corporation 0.1 $235k 3.8k 61.84
Superior Energy Services 0.1 $232k 7.5k 30.86
Precision Drilling Corporation 0.1 $239k 20k 12.00
iShares S&P Global Energy Sector (IXC) 0.1 $226k 5.2k 43.84
iShares S&P Global Healthcare Sect. (IXJ) 0.1 $260k 2.9k 90.91
iShares S&P Global Industrials Sec (EXI) 0.1 $264k 3.7k 71.16
iShares S&P Global Financials Sect. (IXG) 0.1 $247k 4.4k 56.52
Meritor 0.1 $228k 19k 12.30
Insperity (NSP) 0.1 $270k 8.7k 31.00
Bbcn Ban 0.1 $231k 14k 17.08
Logitech International Sa Appl 0.1 $233k 16k 15.00
Facebook Inc cl a (META) 0.1 $248k 4.1k 60.18
Ohr Pharmaceutical 0.1 $250k 18k 13.61
Loews Corporation (L) 0.0 $214k 4.9k 44.12
McDonald's Corporation (MCD) 0.0 $218k 2.2k 97.93
XenoPort 0.0 $195k 38k 5.14
Cincinnati Financial Corporation (CINF) 0.0 $217k 4.5k 48.76
Waters Corporation (WAT) 0.0 $200k 2.0k 100.00
Allstate Corporation (ALL) 0.0 $204k 3.6k 56.67
General Mills (GIS) 0.0 $207k 4.0k 51.75
Dollar Tree (DLTR) 0.0 $219k 4.2k 52.14
Raymond James Financial (RJF) 0.0 $211k 4.0k 53.33
Myriad Genetics (MYGN) 0.0 $200k 5.9k 34.24
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $216k 3.2k 67.50
Tech Data Corporation 0.0 $213k 3.5k 60.86
Guangshen Railway 0.0 $211k 10k 21.14
Petroleo Brasileiro SA (PBR) 0.0 $170k 13k 13.12
Xerox Corporation 0.0 $135k 12k 11.29
Array BioPharma 0.0 $172k 37k 4.71
Mitcham Industries 0.0 $169k 12k 13.86
Cosan Ltd shs a 0.0 $138k 12k 12.00
PDL BioPharma 0.0 $99k 12k 8.41
RTI Biologics 0.0 $49k 12k 4.08
Merge Healthcare 0.0 $56k 23k 2.43
Microchannel Technologies 0.0 $0 10k 0.00