PILLAR PACIFIC CAPITAL MANAGEMENT LLC Information

210 EUREKA SQUARE, PACIFICA, California, 94044, (650) 758-0130

Report Date: 12/31/2014

Position Statistics

Total Positions 306
New Positions 3
Increased Positions 80
Decreased Positions 128
Positions with Activity 208
Sold Out Positions 16
Total Mkt Value (in $ millions) 572

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

Sector Weighting

Basic Materials 7.97%
Capital Goods 5.69%
Conglomerates
Consumer Cyclical 4.55%
Consumer/Non-Cyclical 1.97%
Energy 7.85%
Financial 14.61%
Healthcare 15.07%
Services 13.35%
Technology 22.99%
Transportation 5.86%
Utilities 0%

306 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 11,464 -278 (2.37) 110,734
APPLE INC COM 10,817 -524 (4.62) 84,209
CELGENE CORP COM 10,458 -50 (0.48) 86,055
BIOGEN IDEC INC COM 10,237 -95 (0.92) 24,994
UNION PAC CORP COM 8,764 -247 (2.74) 72,875
DISNEY WALT CO COM DISNEY 8,464 72 .86 81,322
BOEING CO COM 7,958 18 .23 52,755
AMGEN INC COM 7,614 -135 (1.74) 48,273
MASTERCARD INC CL A 7,587 -45 (0.59) 84,175
LOWES COS INC COM 7,581 51 .67 102,315
THERMO FISHER SCIENTIFIC INC COM 7,156 -85 (1.17) 55,043
ORACLE CORP COM 6,999 -270 (3.72) 159,728
MICROSOFT CORP COM 6,985 -332 (4.54) 159,299
INTEL CORP COM 6,833 70 1.04 205,493
EXPRESS SCRIPTS HLDG CO COM 6,564 -89 (1.34) 77,410
CSX CORP COM 6,492 -250 (3.71) 189,214
AIR PRODS & CHEMS INC COM 6,318 117 1.89 40,464
HOME DEPOT INC COM 6,033 147 2.50 52,579
BANK AMER CORP COM 6,004 -34 (0.56) 379,777
RAYTHEON CO COM NEW 5,852 -27 (0.46) 53,800