Pillar Pacific Capital Management

Pillar Pacific Capital Management as of March 31, 2011

Portfolio Holdings for Pillar Pacific Capital Management

Pillar Pacific Capital Management holds 273 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
International Business Machines (IBM) 1.4 $4.6M 28k 163.06
Chevron Corporation (CVX) 1.4 $4.5M 42k 107.50
CSX Corporation (CSX) 1.3 $4.4M 56k 78.60
Oracle Corporation (ORCL) 1.3 $4.4M 130k 33.43
Union Pacific Corporation (UNP) 1.2 $4.1M 42k 98.34
Apple (AAPL) 1.2 $4.1M 12k 348.51
Intel Corporation (INTC) 1.2 $4.0M 201k 20.18
Google 1.2 $4.0M 6.8k 586.68
America Movil Sab De Cv spon adr l 1.1 $3.7M 64k 58.10
Caterpillar (CAT) 1.1 $3.7M 33k 111.36
Halliburton Company (HAL) 1.1 $3.5M 71k 49.84
ConocoPhillips (COP) 1.0 $3.5M 44k 79.87
Accenture (ACN) 1.0 $3.5M 63k 54.97
Marathon Oil Corporation (MRO) 1.0 $3.4M 64k 53.31
Microsoft Corporation (MSFT) 1.0 $3.4M 134k 25.39
Coach 1.0 $3.4M 65k 52.04
Freeport-McMoRan Copper & Gold (FCX) 1.0 $3.4M 61k 55.54
Tyco International Ltd S hs 1.0 $3.2M 72k 44.77
Qualcomm (QCOM) 1.0 $3.2M 58k 54.83
Walt Disney Company (DIS) 0.9 $3.2M 73k 43.09
Boeing Company (BA) 0.9 $3.1M 43k 73.93
Infosys Technologies (INFY) 0.9 $3.1M 43k 71.70
Norfolk Southern (NSC) 0.9 $3.1M 45k 69.26
ICICI Bank (IBN) 0.9 $3.0M 61k 49.83
Biogen Idec (BIIB) 0.9 $3.0M 41k 73.48
Gilead Sciences (GILD) 0.9 $3.0M 70k 42.47
Cnooc 0.9 $2.9M 12k 253.08
EMC Corporation 0.9 $2.9M 110k 26.55
Analog Devices (ADI) 0.8 $2.9M 73k 39.37
Express Scripts 0.8 $2.8M 51k 55.61
JPMorgan Chase & Co. (JPM) 0.8 $2.8M 61k 46.11
Banco Bradesco SA (BBD) 0.8 $2.7M 132k 20.75
Johnson & Johnson (JNJ) 0.8 $2.7M 46k 59.25
Thermo Fisher Scientific (TMO) 0.8 $2.7M 49k 55.54
Chubb Corporation 0.8 $2.7M 44k 61.31
United Technologies Corporation 0.8 $2.7M 32k 84.66
Goldman Sachs (GS) 0.8 $2.7M 17k 158.59
Cisco Systems (CSCO) 0.8 $2.7M 155k 17.15
Ecopetrol (EC) 0.8 $2.6M 63k 41.66
Air Products & Chemicals (APD) 0.8 $2.6M 29k 90.17
Honeywell International (HON) 0.8 $2.6M 43k 59.72
Schlumberger (SLB) 0.8 $2.6M 27k 93.26
Mitsui & Co (MITSY) 0.8 $2.5M 7.0k 359.10
Celgene Corporation 0.8 $2.5M 44k 57.58
Raytheon Company 0.7 $2.5M 49k 50.86
Capital One Financial (COF) 0.7 $2.5M 48k 51.96
Praxair 0.7 $2.5M 25k 101.59
Sap (SAP) 0.7 $2.5M 40k 61.36
Applied Materials (AMAT) 0.7 $2.5M 159k 15.62
Precision Castparts 0.7 $2.5M 17k 147.19
Sasol (SSL) 0.7 $2.4M 42k 57.95
Illinois Tool Works (ITW) 0.7 $2.4M 45k 53.73
MasterCard Incorporated (MA) 0.7 $2.3M 9.3k 251.70
eBay (EBAY) 0.7 $2.4M 76k 31.05
Siemens (SIEGY) 0.7 $2.3M 17k 137.36
Banco Itau Holding Financeira (ITUB) 0.7 $2.3M 96k 24.05
Kansas City Southern 0.7 $2.3M 42k 54.44
Apache Corporation 0.7 $2.3M 18k 130.95
Amgen (AMGN) 0.7 $2.3M 42k 53.46
Medco Health Solutions 0.7 $2.2M 40k 56.17
Archer Daniels Midland Company (ADM) 0.7 $2.2M 62k 36.02
Medtronic 0.7 $2.2M 56k 39.35
Johnson Controls 0.6 $2.1M 51k 41.58
PT Telekomunikasi Indonesia (TLK) 0.6 $2.2M 64k 33.57
Sina Corporation 0.6 $2.1M 20k 107.02
SK Tele 0.6 $2.1M 113k 18.80
Transocean (RIG) 0.6 $2.1M 27k 77.94
Lowe's Companies (LOW) 0.6 $2.1M 80k 26.44
Costco Wholesale Corporation (COST) 0.6 $2.1M 28k 73.30
Halozyme Therapeutics (HALO) 0.6 $2.1M 310k 6.71
Taiwan Semiconductor Mfg (TSM) 0.6 $2.0M 168k 12.18
Exxon Mobil Corporation (XOM) 0.6 $2.0M 24k 84.14
Kohl's Corporation (KSS) 0.6 $2.0M 38k 53.03
HSBC Holdings (HSBC) 0.6 $2.0M 38k 51.80
NetApp (NTAP) 0.6 $2.0M 41k 48.14
Alcoa 0.6 $2.0M 112k 17.66
Companhia de Saneamento Basi (SBS) 0.6 $2.0M 34k 58.75
Zimmer Holdings (ZBH) 0.6 $2.0M 32k 60.51
Vale (VALE) 0.6 $1.9M 56k 33.34
Wells Fargo & Company (WFC) 0.6 $1.9M 59k 31.72
Deutsche Bank Ag-registered (DB) 0.6 $1.9M 32k 59.08
Texas Instruments Incorporated (TXN) 0.6 $1.8M 53k 34.56
Baidu (BIDU) 0.5 $1.8M 13k 137.80
Charles Schwab Corporation (SCHW) 0.5 $1.7M 95k 18.03
Bank of America Corporation (BAC) 0.5 $1.7M 128k 13.33
Home Depot (HD) 0.5 $1.7M 45k 37.05
NYSE Euronext 0.5 $1.6M 46k 35.17
Royal Dutch Shell 0.5 $1.7M 23k 72.86
Citi 0.5 $1.7M 375k 4.42
Ctrip.com International 0.5 $1.6M 39k 41.48
Morgan Stanley (MS) 0.5 $1.6M 59k 27.33
Dr. Reddy's Laboratories (RDY) 0.5 $1.6M 43k 37.30
Intuitive Surgical (ISRG) 0.5 $1.6M 4.7k 333.50
Petroleo Brasileiro SA (PBR) 0.5 $1.5M 37k 40.43
Target Corporation (TGT) 0.5 $1.5M 30k 50.00
First Solar (FSLR) 0.5 $1.5M 9.4k 160.79
Amazon (AMZN) 0.4 $1.5M 8.2k 180.11
Companhia Siderurgica Nacional (SID) 0.4 $1.4M 86k 16.66
Pfizer (PFE) 0.4 $1.5M 72k 20.31
Nalco Holding Company 0.4 $1.4M 52k 27.30
Tiffany & Co. 0.4 $1.4M 23k 61.45
Sara Lee 0.4 $1.4M 80k 17.67
Joy Global 0.4 $1.4M 14k 98.85
Peabody Energy Corporation 0.4 $1.4M 19k 71.93
General Electric Company 0.4 $1.4M 68k 20.04
Deere & Company (DE) 0.4 $1.4M 14k 96.91
Alpha Natural Resources 0.4 $1.4M 23k 59.38
IntercontinentalEx.. 0.4 $1.3M 11k 123.49
Noble Corporation Com Stk 0.4 $1.3M 29k 45.61
Digital Realty Trust (DLR) 0.4 $1.3M 22k 58.13
Sohu 0.4 $1.3M 15k 89.35
salesforce (CRM) 0.4 $1.3M 9.8k 133.61
New Oriental Education & Tech 0.4 $1.2M 12k 100.05
Mindray Medical International 0.4 $1.2M 48k 25.20
Silicon Valley Bancshares 0.3 $1.2M 20k 56.95
Lincare Holdings 0.3 $1.2M 40k 29.66
Eli Lilly & Co. (LLY) 0.3 $1.1M 32k 35.17
Nordstrom (JWN) 0.3 $1.1M 25k 44.89
Devon Energy Corporation (DVN) 0.3 $1.1M 12k 91.80
Cameco Corporation (CCJ) 0.3 $1.0M 35k 30.05
Kyocera Corporation (KYOCY) 0.3 $1.0M 9.9k 100.91
Republic Services (RSG) 0.3 $934k 31k 30.03
Valero Energy Corporation (VLO) 0.3 $944k 32k 29.82
Anadarko Petroleum Corporation 0.3 $875k 11k 81.99
L-3 Communications Holdings 0.3 $867k 11k 78.28
Bunge 0.2 $836k 12k 72.30
Rockwell Collins 0.2 $820k 13k 64.85
Hewlett-Packard Company 0.2 $805k 20k 40.98
Cliffs Natural Resources 0.2 $778k 7.9k 98.27
Berkshire Hathaway (BRK.B) 0.2 $723k 8.7k 83.58
At&t (T) 0.2 $746k 24k 30.61
St. Jude Medical 0.2 $744k 15k 51.19
Bank of Hawaii Corporation (BOH) 0.2 $646k 14k 47.82
SYSCO Corporation (SYY) 0.2 $640k 23k 27.71
Best Buy (BBY) 0.2 $604k 21k 28.69
iShares MSCI Emerging Markets Indx (EEM) 0.2 $554k 11k 48.70
International Coal 0.2 $554k 49k 11.30
National-Oilwell Var 0.2 $576k 7.2k 80.00
Ii-vi 0.2 $577k 12k 49.73
Hartford Financial Services (HIG) 0.2 $530k 20k 26.85
Teva Pharmaceutical Industries (TEVA) 0.2 $538k 11k 50.09
Staples 0.2 $520k 27k 19.40
Forest Laboratories 0.2 $532k 17k 32.33
Stone Energy Corporation 0.2 $523k 16k 33.41
Alexion Pharmaceuticals 0.2 $537k 5.5k 98.52
Tidewater 0.1 $517k 8.6k 59.88
UnitedHealth (UNH) 0.1 $490k 11k 45.45
Illumina (ILMN) 0.1 $487k 7.0k 70.11
Ferro Corporation 0.1 $498k 30k 16.59
OPNET Technologies 0.1 $511k 13k 39.00
FedEx Corporation (FDX) 0.1 $478k 5.1k 93.54
AMERIGROUP Corporation 0.1 $476k 7.4k 64.32
CorVel Corporation (CRVL) 0.1 $479k 9.0k 53.22
F5 Networks (FFIV) 0.1 $483k 4.7k 102.69
Diamond Offshore Drilling 0.1 $430k 5.5k 77.78
Dow Chemical Company 0.1 $436k 11k 40.00
Photronics (PLAB) 0.1 $430k 48k 8.96
CIGNA Corporation 0.1 $430k 9.7k 44.33
East West Ban (EWBC) 0.1 $437k 20k 21.96
Under Armour (UAA) 0.1 $448k 6.6k 67.94
Lululemon Athletica (LULU) 0.1 $419k 4.7k 89.23
Wabtec Corporation (WAB) 0.1 $427k 6.3k 67.74
Esterline Technologies Corporation 0.1 $434k 6.2k 70.59
Swift Energy Company 0.1 $436k 10k 42.73
Ametek (AME) 0.1 $425k 9.7k 43.95
Trina Solar 0.1 $424k 14k 30.17
Ansys (ANSS) 0.1 $401k 7.4k 54.25
51job 0.1 $389k 6.1k 63.82
NetEase (NTES) 0.1 $412k 8.3k 49.59
Amdocs Ltd ord (DOX) 0.1 $387k 13k 28.88
Life Technologies 0.1 $410k 7.8k 52.50
Watson Pharmaceuticals 0.1 $409k 7.3k 55.89
Cirrus Logic (CRUS) 0.1 $390k 19k 21.06
Clarcor 0.1 $419k 9.3k 45.00
MasTec (MTZ) 0.1 $408k 20k 20.80
FEI Company 0.1 $397k 12k 33.67
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $376k 7.8k 48.01
Citrix Systems 0.1 $353k 4.8k 73.50
Core Laboratories 0.1 $367k 3.6k 102.00
Powerwave Technologies 0.1 $365k 81k 4.51
JDA Software 0.1 $370k 12k 30.33
Corn Products International 0.1 $380k 7.4k 51.71
Asm International Nvusd (ASMIY) 0.1 $374k 9.5k 39.61
Nice Systems (NICE) 0.1 $377k 10k 37.00
Manitowoc Company 0.1 $319k 15k 21.87
Arch Coal 0.1 $321k 8.9k 36.04
Health Management Associates 0.1 $347k 32k 10.90
Stryker Corporation (SYK) 0.1 $326k 5.4k 60.88
GATX Corporation (GATX) 0.1 $321k 8.3k 38.67
Reliance Steel & Aluminum (RS) 0.1 $335k 5.8k 57.81
Radiant Systems 0.1 $342k 19k 17.70
Cree 0.1 $344k 7.5k 46.19
Lennox International (LII) 0.1 $342k 6.5k 52.58
Superior Energy Services 0.1 $333k 8.1k 41.11
ResMed (RMD) 0.1 $309k 10k 30.00
Advent Software 0.1 $310k 11k 28.70
Hologic (HOLX) 0.1 $310k 14k 22.18
Ultra Petroleum 0.1 $304k 6.2k 49.19
Whirlpool Corporation (WHR) 0.1 $291k 3.4k 85.45
ArthroCare Corporation 0.1 $287k 8.6k 33.33
Cenovus Energy (CVE) 0.1 $308k 7.8k 39.52
Procter & Gamble Company (PG) 0.1 $299k 4.9k 61.60
iShares S&P 500 Index (IVV) 0.1 $307k 2.3k 133.19
Aeropostale 0.1 $292k 12k 24.33
ON Semiconductor (ON) 0.1 $306k 31k 9.88
Sonic Automotive (SAH) 0.1 $301k 22k 14.00
On Assignment 0.1 $316k 34k 9.44
RF Micro Devices 0.1 $293k 46k 6.40
SPX Corporation 0.1 $298k 3.8k 79.44
Stec 0.1 $306k 15k 20.12
True Religion Apparel 0.1 $317k 14k 23.50
Genesee & Wyoming 0.1 $314k 5.4k 58.15
Callon Pete Co Del Com Stk 0.1 $287k 37k 7.75
Merge Healthcare 0.1 $292k 60k 4.87
GT Solar International 0.1 $261k 25k 10.67
Incyte Corporation (INCY) 0.1 $276k 17k 15.85
Spectra Energy 0.1 $261k 9.6k 27.19
Pall Corporation 0.1 $274k 4.8k 57.68
Polo Ralph Lauren Corporation 0.1 $260k 2.1k 123.81
Matthews International Corporation (MATW) 0.1 $262k 6.8k 38.57
Waters Corporation (WAT) 0.1 $252k 2.9k 86.90
Torchmark Corporation 0.1 $259k 3.9k 66.41
Dollar Tree (DLTR) 0.1 $261k 4.7k 55.53
Advanced Energy Industries (AEIS) 0.1 $269k 17k 16.33
Cymer 0.1 $271k 4.8k 56.50
P.H. Glatfelter Company 0.1 $278k 21k 13.30
Materion Corporation (MTRN) 0.1 $265k 6.5k 40.74
Ceragon Networks 0.1 $282k 23k 12.08
Holly Corp 0.1 $252k 4.2k 60.72
Comcast Corporation (CMCSA) 0.1 $239k 9.7k 24.70
International Paper Company (IP) 0.1 $241k 8.0k 30.12
Chiquita Brands International 0.1 $222k 15k 15.29
Barnes (B) 0.1 $244k 12k 20.83
Allstate Corporation (ALL) 0.1 $243k 7.7k 31.74
Dell 0.1 $231k 16k 14.52
TeleTech Holdings 0.1 $249k 13k 19.45
Amphenol Corporation (APH) 0.1 $226k 4.2k 54.46
Century Aluminum Company (CENX) 0.1 $225k 12k 18.71
Lam Research Corporation (LRCX) 0.1 $218k 3.9k 56.62
Blue Coat Systems 0.1 $240k 8.5k 28.22
Harmonic (HLIT) 0.1 $244k 26k 9.38
Jefferies 0.1 $237k 9.5k 24.89
Multi-Fineline Electronix 0.1 $232k 8.2k 28.25
NetScout Systems (NTCT) 0.1 $247k 9.0k 27.40
Rockwood Holdings 0.1 $221k 4.5k 49.13
Calgon Carbon Corporation 0.1 $249k 16k 15.88
Tech Data Corporation 0.1 $244k 4.8k 50.83
Cameron International Corporation 0.1 $234k 4.1k 57.07
Globecomm Systems 0.1 $218k 18k 12.38
Merck & Co 0.1 $225k 6.8k 32.98
Loews Corporation (L) 0.1 $205k 4.8k 43.16
Ace Limited Cmn 0.1 $206k 3.2k 64.78
Aon Corporation 0.1 $208k 3.9k 53.06
Convergys Corporation 0.1 $194k 14k 14.37
Parker-Hannifin Corporation (PH) 0.1 $208k 2.2k 94.55
Dover Corporation (DOV) 0.1 $202k 3.1k 65.69
Sykes Enterprises, Incorporated 0.1 $198k 10k 19.80
Navigators 0.1 $201k 3.9k 51.50
Piper Jaffray Companies (PIPR) 0.1 $204k 4.9k 41.54
Ameron International Corporation 0.1 $203k 2.9k 70.00
Buffalo Wild Wings 0.1 $213k 3.9k 54.50
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.1 $209k 4.1k 50.98
Geron Corporation (GERN) 0.1 $206k 41k 5.04
Mitcham Industries 0.1 $197k 15k 13.60
iShares S&P Global Technology Sect. (IXN) 0.1 $203k 3.2k 62.56
Sally Beauty Holdings (SBH) 0.1 $175k 13k 14.00
Xerox Corporation 0.0 $118k 11k 10.63
eResearch Technology 0.0 $147k 22k 6.76
CTS Corporation (CTS) 0.0 $135k 13k 10.83
Nara Ban 0.0 $150k 16k 9.65
PDL BioPharma 0.0 $70k 12k 5.86
Wilshire Ban 0.0 $70k 14k 4.86
Microchannel Technologies 0.0 $0 10k 0.00