Pillar Pacific Capital Management

Pillar Pacific Capital Management as of March 31, 2021

Portfolio Holdings for Pillar Pacific Capital Management

Pillar Pacific Capital Management holds 308 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.8 $49M 403k 122.15
Microsoft Corporation (MSFT) 3.0 $39M 164k 235.77
Amazon (AMZN) 2.7 $35M 11k 3094.07
Applied Materials (AMAT) 2.1 $27M 204k 133.60
Taiwan Semiconductor Adr (TSM) 2.1 $27M 230k 118.28
Thermo Fisher Scientific (TMO) 1.8 $24M 52k 456.38
Alphabet Inc Class A cs (GOOGL) 1.7 $23M 11k 2062.57
Paypal Holdings (PYPL) 1.7 $23M 93k 242.84
MasterCard Incorporated (MA) 1.7 $22M 60k 356.04
Intuit (INTU) 1.4 $18M 48k 383.05
Deere & Company (DE) 1.3 $17M 47k 374.15
Union Pacific Corporation (UNP) 1.3 $17M 78k 220.40
Norfolk Southern (NSC) 1.3 $17M 63k 268.52
Lowe's Companies (LOW) 1.3 $17M 88k 190.18
Walt Disney Company (DIS) 1.3 $17M 91k 184.53
CSX Corporation (CSX) 1.2 $16M 165k 96.42
Amgen (AMGN) 1.2 $16M 64k 248.81
salesforce (CRM) 1.2 $15M 72k 211.86
Bank of America Corporation (BAC) 1.2 $15M 395k 38.69
Home Depot (HD) 1.2 $15M 49k 305.25
Caterpillar (CAT) 1.1 $15M 63k 231.87
Analog Devices (ADI) 1.1 $14M 92k 155.08
Oracle Corporation (ORCL) 1.1 $14M 199k 70.17
Costco Wholesale Corporation (COST) 1.1 $14M 40k 352.50
Intel Corporation (INTC) 1.1 $14M 218k 64.00
Raytheon Technologies Corp (RTX) 1.1 $14M 180k 77.27
Broadcom (AVGO) 1.1 $14M 30k 463.67
BlackRock 1.0 $13M 18k 753.97
NVIDIA Corporation (NVDA) 1.0 $13M 25k 533.92
Intercontinental Exchange (ICE) 1.0 $13M 118k 111.68
Linde 1.0 $13M 47k 280.15
Honeywell International (HON) 1.0 $13M 60k 217.07
Johnson & Johnson (JNJ) 1.0 $13M 79k 164.35
Boeing Company (BA) 1.0 $13M 49k 254.72
MercadoLibre (MELI) 1.0 $13M 8.5k 1472.20
Kansas City Southern 0.9 $12M 46k 263.93
SVB Financial (SIVBQ) 0.9 $12M 24k 493.68
Facebook Inc cl a (META) 0.9 $12M 40k 294.53
Illinois Tool Works (ITW) 0.9 $12M 53k 221.52
JPMorgan Chase & Co. (JPM) 0.9 $12M 76k 152.22
Nasdaq Omx (NDAQ) 0.9 $11M 78k 147.46
Morgan Stanley (MS) 0.9 $11M 144k 77.66
Goldman Sachs (GS) 0.9 $11M 34k 326.99
Alibaba Group Holding Adr (BABA) 0.8 $11M 47k 226.73
Lvmh Moet New Adr F 1 Adr Reps Adr (LVMUY) 0.8 $11M 79k 133.54
Stryker Corporation (SYK) 0.8 $11M 44k 243.58
Dell Technologies (DELL) 0.8 $11M 119k 88.15
Freeport-McMoRan Copper & Gold (FCX) 0.8 $10M 316k 32.93
Skyworks Solutions (SWKS) 0.8 $10M 56k 183.47
First Republic Bank/san F (FRCB) 0.8 $10M 60k 166.76
Medtronic (MDT) 0.8 $9.9M 84k 118.13
Laboratory Corp. of America Holdings 0.8 $9.9M 39k 255.04
Capital One Financial (COF) 0.8 $9.8M 77k 127.23
Activision Blizzard 0.7 $9.4M 102k 93.00
Citigroup (C) 0.7 $9.4M 129k 72.75
Qorvo (QRVO) 0.7 $9.3M 51k 182.71
ResMed (RMD) 0.7 $9.3M 48k 194.01
Jd.com Adr (JD) 0.7 $9.2M 109k 84.33
Zimmer Holdings (ZBH) 0.7 $8.9M 56k 160.08
Parker-Hannifin Corporation (PH) 0.7 $8.9M 28k 315.43
Abbvie (ABBV) 0.7 $8.7M 81k 108.21
Biogen Idec (BIIB) 0.7 $8.7M 31k 279.75
Starbucks Corporation (SBUX) 0.6 $8.3M 76k 109.27
Martin Marietta Materials (MLM) 0.6 $8.2M 24k 335.83
Centene Corporation (CNC) 0.6 $7.4M 116k 63.91
Nice Adr (NICE) 0.6 $7.1M 33k 217.97
Chevron Corporation (CVX) 0.5 $7.1M 68k 104.79
Roche Hldg Ltd Spon Adrf 1 Adr (RHHBY) 0.5 $7.1M 175k 40.57
International Business Machines (IBM) 0.5 $7.0M 53k 133.26
Amphenol Corporation (APH) 0.5 $6.8M 104k 65.97
L3harris Technologies (LHX) 0.5 $6.6M 33k 202.67
Valero Energy Corporation (VLO) 0.5 $6.6M 92k 71.59
Gilead Sciences (GILD) 0.5 $6.5M 101k 64.63
S A P Ag Adr F Sponsored Adr 1 Adr (SAP) 0.5 $6.5M 53k 122.79
Air Products & Chemicals (APD) 0.5 $6.5M 23k 281.34
Bristol Myers Squibb (BMY) 0.5 $6.4M 102k 63.13
Rockwell Automation (ROK) 0.5 $6.4M 24k 265.44
Chubb (CB) 0.5 $6.4M 40k 157.98
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.5 $6.3M 56k 111.97
Dollar General (DG) 0.5 $6.2M 30k 202.62
Diageo Plc- Adr (DEO) 0.5 $6.1M 37k 164.20
Cisco Systems (CSCO) 0.5 $5.9M 115k 51.71
Unilever Adr (UL) 0.5 $5.9M 106k 55.83
Pulte (PHM) 0.4 $5.5M 105k 52.44
Alphabet Inc Class C cs (GOOG) 0.4 $5.4M 2.6k 2068.53
CVS Caremark Corporation (CVS) 0.4 $5.0M 66k 75.23
VMware 0.4 $4.8M 32k 150.44
Lockheed Martin Corporation (LMT) 0.4 $4.7M 13k 369.50
Wells Fargo & Company (WFC) 0.4 $4.7M 120k 39.07
Tesla Motors (TSLA) 0.4 $4.6M 6.9k 667.98
Regeneron Pharmaceuticals (REGN) 0.4 $4.6M 9.7k 473.10
Dow (DOW) 0.3 $4.5M 70k 63.93
Exxon Mobil Corporation (XOM) 0.3 $4.4M 80k 55.84
Corteva (CTVA) 0.3 $4.3M 93k 46.62
V.F. Corporation (VFC) 0.3 $4.2M 53k 79.92
Baidu Inc Adr F Adr (BIDU) 0.3 $4.1M 19k 217.52
Quanta Services (PWR) 0.3 $4.0M 45k 87.98
Abbott Laboratories (ABT) 0.3 $4.0M 33k 119.84
Qualcomm (QCOM) 0.3 $3.8M 28k 132.60
Vanguard Information Technology ETF (VGT) 0.2 $3.0M 8.5k 358.46
Netease.com Adr (NTES) 0.2 $2.9M 28k 103.27
ConocoPhillips (COP) 0.2 $2.9M 54k 52.98
East West Ban (EWBC) 0.2 $2.8M 38k 73.81
Abb Adr (ABBNY) 0.2 $2.8M 93k 30.47
Cheniere Energy (LNG) 0.2 $2.7M 38k 72.01
Adobe Systems Incorporated (ADBE) 0.2 $2.7M 5.7k 475.31
Visa (V) 0.2 $2.6M 12k 211.76
Comerica Incorporated (CMA) 0.2 $2.5M 35k 71.74
Albemarle Corporation (ALB) 0.2 $2.3M 15k 146.13
Siemens Ag Adr Each Cnv Into 1 Adr (SIEGY) 0.1 $1.9M 24k 82.29
Whirlpool Corporation (WHR) 0.1 $1.9M 8.8k 220.37
Magna Intl Inc cl a (MGA) 0.1 $1.8M 21k 88.05
Cigna Corp (CI) 0.1 $1.8M 7.3k 241.74
Halliburton Company (HAL) 0.1 $1.7M 80k 21.46
Wasatch Core Grwth mf (WGROX) 0.1 $1.7M 17k 96.62
eBay (EBAY) 0.1 $1.6M 26k 61.22
Alexion Pharmaceuticals 0.1 $1.6M 10k 152.89
CF Industries Holdings (CF) 0.1 $1.6M 34k 45.37
Nidec Corp Adr (NJDCY) 0.1 $1.6M 51k 30.40
Procter & Gamble Company (PG) 0.1 $1.5M 11k 135.45
Corning Incorporated (GLW) 0.1 $1.4M 33k 43.49
iShares Russell 1000 Index (IWB) 0.1 $1.4M 6.4k 223.88
Carrier Global Corporation (CARR) 0.1 $1.4M 34k 42.23
Expeditors International of Washington (EXPD) 0.1 $1.4M 13k 107.70
Wasatch Small Cap Growth Fund eq mf (WAAEX) 0.1 $1.3M 23k 59.17
Vanguard Industrials ETF (VIS) 0.1 $1.3M 6.9k 189.29
Vanguard Health Care ETF (VHT) 0.1 $1.3M 5.6k 228.70
Accenture (ACN) 0.1 $1.3M 4.6k 276.32
L.m. Ericsson Telephon Adr (ERIC) 0.1 $1.2M 94k 13.19
Schlumberger (SLB) 0.1 $1.2M 45k 27.20
Ii-vi 0.1 $1.2M 18k 68.34
EOG Resources (EOG) 0.1 $1.2M 17k 72.53
Owens Corning (OC) 0.1 $1.2M 13k 92.06
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.1 $1.2M 19k 62.70
Continental Resources 0.1 $1.1M 43k 25.87
Vanguard Consumer Discretionary ETF (VCR) 0.1 $1.1M 3.8k 295.36
D.R. Horton (DHI) 0.1 $1.1M 12k 89.12
General Dynamics Corporation (GD) 0.1 $1.0M 5.7k 181.63
Vanguard Financials ETF (VFH) 0.1 $1.0M 12k 84.52
Insight Enterprises (NSIT) 0.1 $1.0M 11k 95.38
Palo Alto Networks (PANW) 0.1 $1.0M 3.2k 322.15
Invesco Qqq Trust Series 1 (QQQ) 0.1 $1.0M 3.2k 318.99
Dex (DXCM) 0.1 $997k 2.8k 359.31
Oakmark Equity And Income Fund (OAYBX) 0.1 $991k 29k 33.76
iShares S&P 500 Index (IVV) 0.1 $976k 2.5k 397.88
Dupont De Nemours (DD) 0.1 $942k 12k 77.28
Charles Schwab Corporation (SCHW) 0.1 $934k 14k 65.15
iShares Russell 1000 Growth Index (IWF) 0.1 $908k 3.7k 243.04
Spdr S&p 500 Etf (SPY) 0.1 $906k 2.3k 396.15
Trip.com Group Ltd Sponsored A Adr (TCOM) 0.1 $899k 23k 39.61
Perficient (PRFT) 0.1 $858k 15k 58.75
Match Group (MTCH) 0.1 $815k 5.9k 137.46
Ufp Industries (UFPI) 0.1 $810k 11k 75.88
Wyndham Hotels And Resorts (WH) 0.1 $802k 12k 69.80
Bayer A G - Adr (BAYRY) 0.1 $794k 50k 15.85
Texas Instruments Incorporated (TXN) 0.1 $787k 4.2k 189.09
Kroger (KR) 0.1 $787k 22k 35.98
International Paper Company (IP) 0.1 $763k 14k 54.06
Eli Lilly & Co. (LLY) 0.1 $728k 3.9k 186.81
Hollyfrontier Corp 0.1 $726k 20k 35.78
Synaptics, Incorporated (SYNA) 0.1 $725k 5.4k 135.43
Ametek (AME) 0.1 $725k 5.7k 127.66
MasTec (MTZ) 0.1 $722k 7.7k 93.80
Proofpoint 0.1 $718k 5.7k 125.90
On Assignment (ASGN) 0.1 $706k 7.4k 95.42
Marathon Petroleum Corp (MPC) 0.1 $703k 13k 53.50
Semtech Corporation (SMTC) 0.1 $697k 10k 69.01
Weibo International Adr (WB) 0.1 $697k 14k 50.49
New Oriental Ed Adr F Sponsore Adr 0.1 $695k 50k 14.00
Saia (SAIA) 0.1 $692k 3.0k 230.67
Nortonlifelock (GEN) 0.1 $681k 32k 21.27
Ansys (ANSS) 0.1 $678k 2.0k 339.27
Dycom Industries (DY) 0.1 $678k 7.3k 92.83
Ameres (AMRC) 0.0 $632k 13k 48.62
Iac Interactive Ord 0.0 $628k 2.9k 216.18
Piper Jaffray Companies (PIPR) 0.0 $625k 5.7k 109.56
Lam Research Corporation 0.0 $621k 1.0k 594.72
Sonic Automotive (SAH) 0.0 $615k 12k 49.57
Brooks Automation (AZTA) 0.0 $613k 7.5k 81.72
Ducommun Incorporated (DCO) 0.0 $612k 10k 60.00
Mondelez Int (MDLZ) 0.0 $608k 10k 58.52
Advanced Energy Industries (AEIS) 0.0 $600k 5.5k 109.14
United Therapeutics Corporation (UTHR) 0.0 $589k 3.5k 167.21
Ttec Holdings (TTEC) 0.0 $588k 5.9k 100.56
GATX Corporation (GATX) 0.0 $579k 6.3k 92.65
Dr Reddys Labs Adr F Sponsored Adr (RDY) 0.0 $578k 9.4k 61.40
FedEx Corporation (FDX) 0.0 $577k 2.0k 283.82
Incyte Corporation (INCY) 0.0 $575k 7.1k 81.23
Best Buy (BBY) 0.0 $563k 4.9k 114.90
iShares Russell 2000 Index (IWM) 0.0 $563k 2.5k 221.13
Syneos Health 0.0 $561k 7.4k 75.85
Avid Technology 0.0 $561k 27k 21.08
Matthews International Corporation (MATW) 0.0 $554k 14k 39.55
Northrop Grumman Corporation (NOC) 0.0 $553k 1.7k 323.77
Reliance Steel & Aluminum (RS) 0.0 $546k 3.6k 152.43
Ensign (ENSG) 0.0 $544k 5.8k 93.78
Cirrus Logic (CRUS) 0.0 $543k 6.4k 84.89
Douglas Dynamics (PLOW) 0.0 $541k 12k 46.20
Triton International 0.0 $539k 9.8k 55.00
Ameriprise Financial (AMP) 0.0 $538k 2.3k 232.60
Aon (AON) 0.0 $529k 2.3k 230.00
Acuity Brands (AYI) 0.0 $529k 3.2k 165.20
Merck & Co (MRK) 0.0 $528k 6.9k 77.08
Meritor 0.0 $527k 18k 29.45
Vanguard Telecommunication Services ETF (VOX) 0.0 $525k 4.0k 129.92
Comcast Corporation (CMCSA) 0.0 $511k 9.4k 54.08
Berkshire Hathaway (BRK.B) 0.0 $510k 2.0k 255.51
Bunge 0.0 $509k 6.4k 79.19
Unisys Corporation (UIS) 0.0 $508k 20k 25.40
Navistar International Corporation 0.0 $506k 12k 44.00
Johnson Controls International Plc equity (JCI) 0.0 $500k 8.4k 59.64
Methode Electronics (MEI) 0.0 $499k 12k 41.96
Otis Worldwide Corp (OTIS) 0.0 $484k 7.1k 68.40
Trinseo S A 0.0 $478k 7.5k 63.73
Amedisys (AMED) 0.0 $477k 1.8k 265.00
Barnes (B) 0.0 $475k 9.6k 49.51
Ofg Ban (OFG) 0.0 $475k 21k 22.62
NuVasive 0.0 $472k 7.2k 65.60
Kura Oncology (KURA) 0.0 $467k 17k 28.29
Integra LifeSciences Holdings (IART) 0.0 $463k 6.7k 69.17
Hope Ban (HOPE) 0.0 $461k 31k 15.05
Halozyme Therapeutics (HALO) 0.0 $458k 11k 41.67
Pfizer (PFE) 0.0 $450k 12k 36.23
O'reilly Automotive (ORLY) 0.0 $447k 879.00 508.16
Vanguard S&p 500 Etf idx (VOO) 0.0 $443k 1.2k 364.61
Wabash National Corporation (WNC) 0.0 $442k 24k 18.82
Advanced Micro Devices (AMD) 0.0 $438k 5.6k 78.42
Quest Diagnostics Incorporated (DGX) 0.0 $435k 3.4k 128.32
Photronics (PLAB) 0.0 $435k 34k 12.87
H&E Equipment Services (HEES) 0.0 $434k 11k 38.06
CONMED Corporation (CNMD) 0.0 $430k 3.3k 130.40
Onto Innovation (ONTO) 0.0 $427k 6.5k 65.69
Power Integrations (POWI) 0.0 $424k 5.2k 81.50
Pennant Group (PNTG) 0.0 $422k 9.2k 45.87
Insperity (NSP) 0.0 $419k 5.0k 83.71
Vanguard Total Stock Market ETF (VTI) 0.0 $415k 2.0k 206.47
Materion Corporation (MTRN) 0.0 $404k 6.1k 66.28
iRobot Corporation (IRBT) 0.0 $403k 3.3k 122.00
MetLife (MET) 0.0 $395k 6.5k 60.77
Owens & Minor (OMI) 0.0 $395k 11k 37.62
Ferro Corporation 0.0 $393k 23k 16.88
Five Below (FIVE) 0.0 $391k 2.1k 190.73
Super Micro Computer 0.0 $387k 9.9k 39.09
OSI Systems (OSIS) 0.0 $384k 4.0k 96.00
Marathon Oil Corporation (MRO) 0.0 $383k 36k 10.67
Williams-Sonoma (WSM) 0.0 $378k 2.1k 180.00
Howmet Aerospace (HWM) 0.0 $376k 12k 32.14
Fidelity National Information Services (FIS) 0.0 $374k 2.7k 140.55
Allstate Corporation (ALL) 0.0 $373k 3.3k 114.77
Regions Financial Corporation (RF) 0.0 $372k 18k 20.67
iShares MSCI Emerging Markets Indx (EEM) 0.0 $371k 7.0k 53.30
Renewable Energy 0.0 $369k 5.6k 65.95
Logitech International Sa Appl 0.0 $368k 3.5k 105.00
SPX Corporation 0.0 $367k 6.3k 58.20
Vanguard Growth ETF (VUG) 0.0 $359k 1.4k 256.80
Vanguard Materials ETF (VAW) 0.0 $357k 2.1k 172.88
Archer Daniels Midland Company (ADM) 0.0 $353k 6.2k 56.98
Vanguard 500 Index - Adm (VFIAX) 0.0 $349k 950.00 367.37
Hartford Financial Services (HIG) 0.0 $340k 5.1k 66.85
Ptc (PTC) 0.0 $339k 2.5k 138.24
Shopify Inc cl a (SHOP) 0.0 $335k 303.00 1105.69
iShares MSCI EAFE Index Fund (EFA) 0.0 $330k 4.4k 75.83
Cathay General Ban (CATY) 0.0 $330k 8.1k 40.73
S K Telecom Ltd Adr F Sponsore Adr 0.0 $315k 12k 27.20
Sykes Enterprises, Incorporated 0.0 $312k 7.1k 44.00
Fortune Brands (FBIN) 0.0 $294k 3.1k 95.65
Verizon Communications (VZ) 0.0 $291k 5.0k 58.07
Alliance Data Systems Corporation (BFH) 0.0 $287k 2.6k 112.30
Pioneer Natural Resources 0.0 $286k 1.8k 158.89
Citrix Systems 0.0 $281k 2.0k 140.50
CTS Corporation (CTS) 0.0 $280k 9.0k 31.11
Align Technology (ALGN) 0.0 $273k 455.00 600.00
Cree 0.0 $270k 2.5k 108.00
Goodyear Tire & Rubber Company (GT) 0.0 $264k 15k 17.54
Radian (RDN) 0.0 $263k 11k 23.27
Ingredion Incorporated (INGR) 0.0 $261k 2.9k 90.00
Ecolab (ECL) 0.0 $259k 1.2k 213.70
Waste Management (WM) 0.0 $258k 2.0k 128.94
U.S. Bancorp (USB) 0.0 $257k 4.7k 55.27
Vanguard Consumer Staples ETF (VDC) 0.0 $256k 1.4k 178.27
General Mills (GIS) 0.0 $245k 4.0k 61.25
Sunpower (SPWRQ) 0.0 $244k 7.3k 33.42
Teradyne (TER) 0.0 $243k 2.0k 121.50
Crocs (CROX) 0.0 $241k 3.0k 80.33
Mercury Computer Systems (MRCY) 0.0 $240k 3.4k 70.59
Agilysys (AGYS) 0.0 $235k 4.9k 47.96
NetScout Systems (NTCT) 0.0 $234k 8.3k 28.18
Sasol Limited Spon Adr F Spons Adr (SSL) 0.0 $229k 16k 14.52
Verint Systems (VRNT) 0.0 $227k 5.0k 45.40
Raymond James Financial (RJF) 0.0 $226k 1.8k 122.83
FLIR Systems 0.0 $226k 4.0k 56.50
Chipotle Mexican Grill (CMG) 0.0 $222k 157.00 1415.58
NetApp (NTAP) 0.0 $215k 3.0k 72.54
PerkinElmer (RVTY) 0.0 $212k 1.7k 128.48
Vanguard Energy ETF (VDE) 0.0 $210k 3.1k 67.94
Intuitive Surgical (ISRG) 0.0 $210k 284.00 739.44
Science App Int'l (SAIC) 0.0 $209k 2.5k 83.60
ON Semiconductor (ON) 0.0 $208k 5.0k 41.60
Loews Corporation (L) 0.0 $208k 4.1k 51.36
American International (AIG) 0.0 $208k 4.5k 46.22
HSBC HLDGS Adr (HSBC) 0.0 $206k 7.1k 29.20
Victory Established Value Fund (VETAX) 0.0 $201k 4.2k 47.51
Xpo Logistics Inc equity (XPO) 0.0 $198k 1.7k 120.00
Celestica 0.0 $196k 24k 8.33
Dollar Tree (DLTR) 0.0 $189k 1.8k 103.45
Extreme Networks (EXTR) 0.0 $162k 19k 8.76
General Electric Company 0.0 $153k 12k 13.15
Infinera (INFN) 0.0 $96k 10k 9.60