ATHERTON LANE ADVISERS, LLC Information

3000 SAND HILL ROAD, MENLO PARK, California, 94025, (650) 233-1200

Report Date: 03/31/2014

Position Statistics

Total Positions 166
New Positions 12
Increased Positions 80
Decreased Positions 63
Positions with Activity 143
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,693

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.75%
Capital Goods 8.72%
Conglomerates 0.01%
Consumer Cyclical 4.37%
Consumer/Non-Cyclical 1.13%
Energy 9.44%
Financial 28.31%
Healthcare 7.67%
Services 10.45%
Technology 20.17%
Transportation 2.75%
Utilities 0.11%

166 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KKR & CO L P DEL COM UNITS 67,398 866 1.30 2,712,205
GOLUB CAP BDC INC COM 63,833 26,251 69.85 3,635,159
WELLS FARGO & CO NEW COM 39,954 -265 (0.66) 765,544
SCHLUMBERGER LTD COM 33,719 970 2.96 288,294
ISHARES MSCI HONG KG ETF 33,277 -1,591 (4.56) 1,583,094
BOEING CO COM 32,469 74 .23 256,084
HELMERICH & PAYNE INC COM 31,771 -271 (0.85) 274,479
ISHARES MSCI MEX CAP ETF 31,605 354 1.13 455,405
INTEL CORP COM 30,957 -491 (1.56) 1,002,177
BANK OF AMERICA CORPORATION COM 30,949 478 1.57 1,983,942
BAKER HUGHES INC COM 30,150 19 .06 406,877
HONEYWELL INTL INC COM 28,944 -115 (0.4) 306,159
CUMMINS INC COM 28,776 110 .39 186,288
FIRST REP BK SAN FRANCISCO CAL COM 28,137 300 1.08 514,109
MORGAN STANLEY COM NEW 27,647 441 1.62 863,699
JPMORGAN CHASE & CO COM 27,550 189 .69 491,788
GENERAL ELECTRIC CO COM 26,969 -288 (1.06) 1,024,671
BRISTOL MYERS SQUIBB CO COM 26,457 163 .62 552,109
BLACKROCK INC COM 26,312 292 1.12 81,978
NIKE INC CL B 26,228 -94 (0.36) 333,302