Pillar Pacific Capital Management

Pillar Pacific Capital Management as of Dec. 31, 2020

Portfolio Holdings for Pillar Pacific Capital Management

Pillar Pacific Capital Management holds 314 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.4 $53M 401k 132.69
Amazon (AMZN) 3.1 $38M 12k 3256.91
Microsoft Corporation (MSFT) 3.0 $36M 163k 222.42
Taiwan Semiconductor Adr (TSM) 2.1 $26M 236k 109.04
Thermo Fisher Scientific (TMO) 2.0 $24M 53k 465.79
Paypal Holdings (PYPL) 1.8 $22M 95k 234.20
MasterCard Incorporated (MA) 1.8 $22M 61k 356.95
Alphabet Inc Class A cs (GOOGL) 1.6 $19M 11k 1752.65
Applied Materials (AMAT) 1.5 $18M 211k 86.30
Intuit (INTU) 1.5 $18M 48k 379.85
Walt Disney Company (DIS) 1.3 $16M 89k 181.18
salesforce (CRM) 1.3 $16M 72k 222.54
Union Pacific Corporation (UNP) 1.3 $16M 75k 208.22
Norfolk Southern (NSC) 1.2 $15M 61k 237.62
CSX Corporation (CSX) 1.2 $15M 160k 90.75
Amgen (AMGN) 1.2 $14M 61k 229.93
MercadoLibre (MELI) 1.1 $14M 8.2k 1675.23
Costco Wholesale Corporation (COST) 1.1 $14M 36k 376.79
Lowe's Companies (LOW) 1.1 $14M 86k 160.51
Analog Devices (ADI) 1.1 $14M 92k 147.73
Intercontinental Exchange (ICE) 1.1 $13M 115k 115.29
Broadcom (AVGO) 1.1 $13M 30k 437.84
NVIDIA Corporation (NVDA) 1.1 $13M 24k 522.19
Deere & Company (DE) 1.1 $13M 47k 269.04
Raytheon Technologies Corp (RTX) 1.1 $13M 178k 71.51
BlackRock (BLK) 1.1 $13M 18k 721.56
Oracle Corporation (ORCL) 1.0 $13M 194k 64.69
Honeywell International (HON) 1.0 $12M 58k 212.69
Home Depot (HD) 1.0 $12M 46k 265.63
Bank of America Corporation (BAC) 1.0 $12M 397k 30.31
Linde 1.0 $12M 46k 263.51
Johnson & Johnson (JNJ) 1.0 $12M 76k 157.38
Caterpillar (CAT) 0.9 $11M 62k 182.03
Intel Corporation (INTC) 0.9 $11M 219k 49.82
Tesla Motors (TSLA) 0.9 $11M 15k 705.65
Alibaba Group Holding Adr (BABA) 0.9 $11M 46k 232.73
Facebook Inc cl a (META) 0.9 $11M 39k 273.16
Illinois Tool Works (ITW) 0.9 $10M 51k 203.87
Boeing Company (BA) 0.9 $10M 48k 214.06
Nasdaq Omx (NDAQ) 0.9 $10M 78k 132.75
Stryker Corporation (SYK) 0.9 $10M 42k 245.05
ResMed (RMD) 0.8 $10M 47k 212.55
Lvmh Moet New Adr F 1 Adr Reps Adr (LVMUY) 0.8 $9.9M 79k 125.02
SVB Financial (SIVBQ) 0.8 $9.8M 25k 387.83
Morgan Stanley (MS) 0.8 $9.7M 141k 68.53
Jd.com Adr (JD) 0.8 $9.6M 109k 87.90
JPMorgan Chase & Co. (JPM) 0.8 $9.4M 74k 127.07
Medtronic (MDT) 0.8 $9.4M 80k 117.13
Activision Blizzard 0.8 $9.3M 100k 92.85
Dell Technologies (DELL) 0.8 $9.0M 123k 73.29
Kansas City Southern 0.8 $9.0M 44k 204.12
Nice Adr (NICE) 0.7 $8.9M 31k 283.53
Goldman Sachs (GS) 0.7 $8.8M 33k 263.70
First Republic Bank/san F (FRCB) 0.7 $8.7M 59k 146.93
Zimmer Holdings (ZBH) 0.7 $8.5M 55k 154.09
Qorvo (QRVO) 0.7 $8.3M 50k 166.27
Skyworks Solutions (SWKS) 0.7 $8.3M 54k 152.89
Freeport-McMoRan Copper & Gold (FCX) 0.7 $8.2M 315k 26.02
Abbvie (ABBV) 0.7 $8.0M 75k 107.15
Starbucks Corporation (SBUX) 0.6 $7.8M 73k 106.98
Citigroup (C) 0.6 $7.7M 125k 61.66
Capital One Financial (COF) 0.6 $7.6M 77k 98.86
Parker-Hannifin Corporation (PH) 0.6 $7.6M 28k 272.42
Laboratory Corp. of America Holdings 0.6 $7.5M 37k 203.55
Roche Hldg Ltd Spon Adrf 1 Adr (RHHBY) 0.6 $7.3M 168k 43.69
Biogen Idec (BIIB) 0.6 $7.2M 29k 244.86
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.6 $6.9M 52k 132.91
Martin Marietta Materials (MLM) 0.6 $6.7M 24k 283.98
S A P Ag Adr F Sponsored Adr 1 Adr (SAP) 0.6 $6.7M 52k 130.39
Centene Corporation (CNC) 0.6 $6.6M 110k 60.03
Amphenol Corporation (APH) 0.5 $6.4M 49k 130.78
International Business Machines (IBM) 0.5 $6.3M 50k 125.88
Air Products & Chemicals (APD) 0.5 $6.3M 23k 273.23
Chubb (CB) 0.5 $6.1M 40k 153.92
Bristol Myers Squibb (BMY) 0.5 $6.1M 98k 62.03
Unilever Adr (UL) 0.5 $6.0M 100k 60.36
L3harris Technologies (LHX) 0.5 $5.9M 31k 189.00
Gilead Sciences (GILD) 0.5 $5.8M 99k 58.26
Rockwell Automation (ROK) 0.5 $5.8M 23k 250.82
Diageo Plc- Adr (DEO) 0.5 $5.7M 36k 158.81
Chevron Corporation (CVX) 0.5 $5.5M 65k 84.45
Cisco Systems (CSCO) 0.4 $5.2M 115k 44.75
Valero Energy Corporation (VLO) 0.4 $4.9M 87k 56.57
V.F. Corporation (VFC) 0.4 $4.7M 55k 85.40
CVS Caremark Corporation (CVS) 0.4 $4.6M 68k 68.30
Alphabet Inc Class C cs (GOOG) 0.4 $4.6M 2.6k 1751.72
Regeneron Pharmaceuticals (REGN) 0.4 $4.5M 9.2k 483.06
Pulte (PHM) 0.4 $4.4M 101k 43.12
Qualcomm (QCOM) 0.4 $4.3M 28k 152.35
Lockheed Martin Corporation (LMT) 0.4 $4.3M 12k 354.96
Baidu Inc Adr F Adr (BIDU) 0.3 $4.1M 19k 216.26
Dollar General (DG) 0.3 $4.0M 19k 210.28
Wells Fargo & Company (WFC) 0.3 $3.7M 124k 30.18
Dow (DOW) 0.3 $3.7M 67k 55.51
VMware 0.3 $3.6M 25k 140.26
Corteva (CTVA) 0.3 $3.4M 88k 38.72
Quanta Services (PWR) 0.3 $3.3M 46k 72.02
Vanguard Information Technology ETF (VGT) 0.3 $3.3M 9.2k 353.77
Abbott Laboratories (ABT) 0.3 $3.1M 28k 109.51
Exxon Mobil Corporation (XOM) 0.3 $3.1M 75k 41.22
Netease.com Adr (NTES) 0.2 $2.8M 29k 95.78
Cheniere Energy (LNG) 0.2 $2.7M 44k 60.02
Abb Adr (ABBNY) 0.2 $2.6M 93k 27.96
Visa (V) 0.2 $2.5M 12k 218.72
Albemarle Corporation (ALB) 0.2 $2.5M 17k 147.50
ConocoPhillips (COP) 0.2 $2.2M 56k 39.99
East West Ban (EWBC) 0.2 $2.2M 43k 50.70
Adobe Systems Incorporated (ADBE) 0.2 $2.1M 4.3k 500.12
Comerica Incorporated (CMA) 0.2 $2.1M 37k 55.87
Siemens Ag Adr Each Cnv Into 1 Adr (SIEGY) 0.1 $1.8M 25k 71.91
Nidec Corp Adr (NJDCY) 0.1 $1.8M 56k 31.43
Alexion Pharmaceuticals 0.1 $1.7M 11k 156.23
Expeditors International of Washington (EXPD) 0.1 $1.7M 18k 95.12
Halliburton Company (HAL) 0.1 $1.6M 86k 18.89
Whirlpool Corporation (WHR) 0.1 $1.6M 8.9k 180.48
Procter & Gamble Company (PG) 0.1 $1.6M 11k 139.18
Wasatch Core Grwth mf (WGROX) 0.1 $1.6M 17k 91.50
Corning Incorporated (GLW) 0.1 $1.6M 44k 36.01
Cigna Corp (CI) 0.1 $1.5M 7.4k 208.15
Magna Intl Inc cl a (MGA) 0.1 $1.5M 21k 70.81
Novavax (NVAX) 0.1 $1.4M 13k 111.47
Ii-vi 0.1 $1.4M 19k 75.98
New Oriental Ed Adr F Sponsore Adr 0.1 $1.4M 7.5k 185.90
CF Industries Holdings (CF) 0.1 $1.4M 36k 38.71
Renewable Energy 0.1 $1.4M 20k 70.83
eBay (EBAY) 0.1 $1.4M 27k 50.26
Saia (SAIA) 0.1 $1.4M 7.6k 180.74
iShares Russell 1000 Index (IWB) 0.1 $1.4M 6.4k 211.85
Accenture (ACN) 0.1 $1.3M 5.0k 261.28
Vanguard Health Care ETF (VHT) 0.1 $1.3M 5.8k 223.69
Carrier Global Corporation (CARR) 0.1 $1.3M 35k 37.71
Vanguard Industrials ETF (VIS) 0.1 $1.3M 7.6k 170.00
Wasatch Small Cap Growth Fund eq mf (WAAEX) 0.1 $1.3M 23k 56.83
Dupont De Nemours (DD) 0.1 $1.3M 18k 71.13
Ameres (AMRC) 0.1 $1.3M 24k 52.23
Vanguard Consumer Discretionary ETF (VCR) 0.1 $1.2M 4.3k 275.20
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $1.2M 19k 60.18
Palo Alto Networks (PANW) 0.1 $1.1M 3.2k 355.31
Amedisys (AMED) 0.1 $1.1M 3.7k 293.40
Dex (DXCM) 0.1 $1.1M 2.9k 369.81
Schlumberger (SLB) 0.1 $1.0M 47k 21.84
Kura Oncology (KURA) 0.1 $1.0M 32k 32.68
Owens Corning (OC) 0.1 $1.0M 14k 75.74
Insperity (NSP) 0.1 $1.0M 13k 81.43
Invesco Qqq Trust Series 1 (QQQ) 0.1 $1.0M 3.2k 313.64
Trip.com Group Ltd Sponsored A Adr (TCOM) 0.1 $980k 29k 33.75
Vanguard Financials ETF (VFH) 0.1 $963k 13k 72.87
Advanced Energy Industries (AEIS) 0.1 $941k 9.7k 97.00
iShares S&P 500 Index (IVV) 0.1 $924k 2.5k 375.46
iShares Russell 1000 Growth Index (IWF) 0.1 $901k 3.7k 241.17
Oakmark Equity And Income Fund (OAYBX) 0.1 $899k 29k 30.62
Match Group (MTCH) 0.1 $896k 5.9k 151.12
Insight Enterprises (NSIT) 0.1 $891k 12k 76.12
L.m. Ericsson Telephon Adr (ERIC) 0.1 $880k 74k 11.95
Spdr S&p 500 Etf (SPY) 0.1 $879k 2.4k 373.88
Proofpoint 0.1 $873k 6.4k 136.41
EOG Resources (EOG) 0.1 $861k 17k 49.90
General Dynamics Corporation (GD) 0.1 $850k 5.7k 148.73
Ansys (ANSS) 0.1 $813k 2.2k 363.79
D.R. Horton (DHI) 0.1 $808k 12k 68.94
Semtech Corporation (SMTC) 0.1 $800k 11k 72.10
Dr Reddys Labs Adr F Sponsored Adr (RDY) 0.1 $795k 11k 71.34
International Paper Company (IP) 0.1 $777k 16k 49.73
Weibo International Adr (WB) 0.1 $763k 19k 41.01
Ttec Holdings (TTEC) 0.1 $762k 11k 72.92
Charles Schwab Corporation (SCHW) 0.1 $760k 14k 53.01
Power Integrations (POWI) 0.1 $753k 9.2k 81.88
Continental Resources 0.1 $748k 46k 16.30
Bayer A G - Adr (BAYRY) 0.1 $747k 51k 14.73
Sonic Automotive (SAH) 0.1 $744k 19k 38.55
Perficient (PRFT) 0.1 $744k 16k 47.67
Wyndham Hotels And Resorts (WH) 0.1 $739k 12k 59.45
Ametek (AME) 0.1 $723k 6.0k 120.96
Kroger (KR) 0.1 $700k 22k 31.75
Incyte Corporation (INCY) 0.1 $700k 8.1k 86.92
Nortonlifelock (GEN) 0.1 $681k 33k 20.78
ESCO Technologies (ESE) 0.1 $670k 6.5k 103.11
Texas Instruments Incorporated (TXN) 0.1 $670k 4.1k 164.05
On Assignment (ASGN) 0.1 $660k 7.9k 83.56
Mondelez Int (MDLZ) 0.1 $643k 11k 58.51
Eli Lilly & Co. (LLY) 0.1 $642k 3.8k 168.95
Ufp Industries (UFPI) 0.1 $637k 12k 55.53
MasTec (MTZ) 0.0 $593k 8.7k 68.20
CONMED Corporation (CNMD) 0.0 $593k 5.3k 111.90
Hollyfrontier Corp 0.0 $592k 23k 25.83
Pennant Group (PNTG) 0.0 $592k 10k 58.00
Berkshire Hathaway (BRK.B) 0.0 $589k 2.5k 231.80
Dycom Industries (DY) 0.0 $589k 7.8k 75.50
United Therapeutics Corporation (UTHR) 0.0 $589k 3.9k 151.93
Lam Research Corporation (LRCX) 0.0 $587k 1.2k 472.05
Cirrus Logic (CRUS) 0.0 $584k 7.1k 82.22
Marathon Petroleum Corp (MPC) 0.0 $580k 14k 41.37
Piper Jaffray Companies (PIPR) 0.0 $575k 5.7k 100.89
51job Adr 0.0 $572k 8.2k 70.02
Otis Worldwide Corp (OTIS) 0.0 $564k 8.3k 67.50
GATX Corporation (GATX) 0.0 $562k 6.8k 83.27
Merck & Co (MRK) 0.0 $560k 6.9k 81.75
Ducommun Incorporated (DCO) 0.0 $548k 10k 53.75
Vanguard Telecommunication Services ETF (VOX) 0.0 $548k 4.6k 120.25
Meritor 0.0 $534k 19k 27.93
Iac Interactive Ord 0.0 $532k 2.8k 189.26
Douglas Dynamics (PLOW) 0.0 $531k 12k 42.80
Northrop Grumman Corporation (NOC) 0.0 $528k 1.7k 304.67
FedEx Corporation (FDX) 0.0 $528k 2.0k 259.71
Syneos Health 0.0 $525k 7.7k 68.15
Comcast Corporation (CMCSA) 0.0 $521k 9.9k 52.37
Triton International 0.0 $519k 11k 48.47
Synaptics, Incorporated (SYNA) 0.0 $515k 5.4k 96.29
Brooks Automation (AZTA) 0.0 $510k 7.5k 67.93
Barnes (B) 0.0 $507k 10k 50.73
Navistar International Corporation 0.0 $506k 12k 44.00
Methode Electronics (MEI) 0.0 $494k 13k 38.26
Best Buy (BBY) 0.0 $490k 4.9k 99.86
iShares Russell 2000 Index (IWM) 0.0 $487k 2.5k 196.05
Aon (AON) 0.0 $486k 2.3k 211.30
Integra LifeSciences Holdings (IART) 0.0 $481k 7.4k 65.00
Halozyme Therapeutics (HALO) 0.0 $469k 11k 42.67
Reliance Steel & Aluminum (RS) 0.0 $465k 3.9k 119.79
Watts Water Technologies (WTS) 0.0 $463k 3.8k 121.79
Ensign (ENSG) 0.0 $459k 6.3k 72.89
Pfizer (PFE) 0.0 $457k 12k 36.79
OSI Systems (OSIS) 0.0 $457k 4.9k 93.25
Ameriprise Financial (AMP) 0.0 $451k 2.3k 194.15
Wabash National Corporation (WNC) 0.0 $448k 26k 17.24
Bunge 0.0 $442k 6.7k 65.64
Matthews International Corporation (MATW) 0.0 $441k 15k 29.36
Materion Corporation (MTRN) 0.0 $427k 6.7k 63.72
Johnson Controls International Plc equity (JCI) 0.0 $425k 9.1k 46.55
Avid Technology 0.0 $421k 27k 15.84
Vanguard S&p 500 Etf idx (VOO) 0.0 $418k 1.2k 344.03
Logitech International Sa Appl 0.0 $417k 4.3k 97.00
Quest Diagnostics Incorporated (DGX) 0.0 $414k 3.5k 119.31
Photronics (PLAB) 0.0 $411k 37k 11.16
O'reilly Automotive (ORLY) 0.0 $410k 905.00 452.75
NuVasive 0.0 $406k 7.2k 56.40
Unisys Corporation (UIS) 0.0 $394k 20k 19.70
Ofg Ban (OFG) 0.0 $389k 21k 18.52
Acuity Brands (AYI) 0.0 $388k 3.2k 121.20
Exelixis (EXEL) 0.0 $386k 19k 20.08
Trinseo S A 0.0 $384k 7.5k 51.20
Vanguard Materials ETF (VAW) 0.0 $381k 2.4k 157.05
Archer Daniels Midland Company (ADM) 0.0 $380k 7.5k 50.36
Allstate Corporation (ALL) 0.0 $379k 3.5k 109.86
SPX Corporation 0.0 $371k 6.8k 54.60
Vanguard Total Stock Market ETF (VTI) 0.0 $367k 1.9k 194.49
iShares MSCI Emerging Markets Indx (EEM) 0.0 $366k 7.1k 51.70
Five Below (FIVE) 0.0 $364k 2.1k 171.05
Align Technology (ALGN) 0.0 $363k 605.00 600.00
Teradyne (TER) 0.0 $360k 3.0k 120.00
Shenandoah Telecommunications Company (SHEN) 0.0 $346k 8.0k 43.23
Shopify Inc cl a (SHOP) 0.0 $342k 303.00 1130.08
Ferro Corporation 0.0 $341k 23k 14.62
H&E Equipment Services (HEES) 0.0 $340k 11k 29.86
Verint Systems (VRNT) 0.0 $336k 5.0k 67.20
Stoneco (STNE) 0.0 $336k 4.0k 84.00
Hope Ban (HOPE) 0.0 $335k 31k 10.93
Howmet Aerospace (HWM) 0.0 $334k 12k 28.55
Vanguard 500 Index - Adm (VFIAX) 0.0 $326k 941.00 346.44
Advanced Micro Devices (AMD) 0.0 $316k 3.5k 91.59
Vanguard Growth ETF (VUG) 0.0 $315k 1.2k 253.62
Super Micro Computer (SMCI) 0.0 $313k 9.9k 31.62
iShares MSCI EAFE Index Fund (EFA) 0.0 $313k 4.3k 72.89
Onto Innovation (ONTO) 0.0 $309k 6.5k 47.54
CTS Corporation (CTS) 0.0 $309k 9.0k 34.33
MetLife (MET) 0.0 $305k 6.5k 46.92
Mercury Computer Systems (MRCY) 0.0 $299k 3.4k 87.94
PerkinElmer (RVTY) 0.0 $294k 2.1k 143.41
Ptc (PTC) 0.0 $292k 2.5k 119.12
Regions Financial Corporation (RF) 0.0 $290k 18k 16.11
Sykes Enterprises, Incorporated 0.0 $286k 7.6k 37.64
Steris Plc Ord equities (STE) 0.0 $284k 1.5k 189.33
Owens & Minor (OMI) 0.0 $284k 11k 27.05
S K Telecom Ltd Adr F Sponsore Adr 0.0 $283k 12k 24.44
Vanguard Consumer Staples ETF (VDC) 0.0 $283k 1.6k 173.62
Globe Life (GL) 0.0 $278k 2.9k 95.14
Cosan Ltd shs a 0.0 $276k 15k 18.40
Ecolab (ECL) 0.0 $275k 1.3k 216.19
Fortune Brands (FBIN) 0.0 $269k 3.1k 85.82
iRobot Corporation (IRBT) 0.0 $265k 3.3k 80.40
Cree 0.0 $265k 2.5k 106.00
Cathay General Ban (CATY) 0.0 $261k 8.1k 32.18
Citrix Systems 0.0 $260k 2.0k 130.00
Williams-Sonoma (WSM) 0.0 $260k 2.6k 100.00
Hartford Financial Services (HIG) 0.0 $249k 5.1k 48.96
Glatfelter (GLT) 0.0 $245k 15k 16.35
Verizon Communications (VZ) 0.0 $245k 4.2k 58.85
Marathon Oil Corporation (MRO) 0.0 $243k 37k 6.66
Godaddy Inc cl a (GDDY) 0.0 $242k 2.9k 85.00
Science App Int'l (SAIC) 0.0 $237k 2.5k 94.80
Waste Management (WM) 0.0 $236k 2.0k 117.94
General Mills (GIS) 0.0 $235k 4.0k 58.75
Intuitive Surgical (ISRG) 0.0 $232k 284.00 816.90
Radian (RDN) 0.0 $229k 11k 20.27
Ingredion Incorporated (INGR) 0.0 $228k 2.9k 78.62
NetScout Systems (NTCT) 0.0 $228k 8.3k 27.45
Teleflex Incorporated (TFX) 0.0 $226k 550.00 410.91
Sina Corporation 0.0 $222k 5.3k 42.34
Chipotle Mexican Grill (CMG) 0.0 $218k 157.00 1389.61
Nordson Corporation (NDSN) 0.0 $218k 1.1k 200.92
U.S. Bancorp (USB) 0.0 $217k 4.7k 46.67
Raymond James Financial (RJF) 0.0 $214k 2.2k 95.54
Pioneer Natural Resources 0.0 $205k 1.8k 113.89
Sohu (SOHU) 0.0 $202k 13k 15.90
American Express Company (AXP) 0.0 $200k 1.7k 120.77
Celestica 0.0 $190k 24k 8.08
Goodyear Tire & Rubber Company (GT) 0.0 $175k 16k 10.89
General Electric Company 0.0 $141k 13k 10.84
Sasol Limited Spon Adr F Spons Adr (SSL) 0.0 $141k 16k 8.88
Neubase Therapeutics Ord 0.0 $138k 20k 6.97
Extreme Networks (EXTR) 0.0 $127k 19k 6.86
Infinera (INFN) 0.0 $105k 10k 10.50
Rti Biologics 0.0 $53k 24k 2.18
Amarin Corp Adr (AMRN) 0.0 $50k 10k 4.85
Spectrum Pharmaceuticals 0.0 $36k 11k 3.43