PILLAR PACIFIC CAPITAL MANAGEMENT LLC Information

333 GELLERT BLVD SUITE 121, DALY CITY, California, 94015, (650) 758-0130

Report Date: 06/30/2014

Position Statistics

Total Positions 306
New Positions 13
Increased Positions 135
Decreased Positions 65
Positions with Activity 200
Sold Out Positions 3
Total Mkt Value (in $ millions) 548

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

Sector Weighting

Basic Materials 7.76%
Capital Goods 6.03%
Conglomerates
Consumer Cyclical 4.71%
Consumer/Non-Cyclical 2.13%
Energy 9.79%
Financial 14.87%
Healthcare 13.21%
Services 12.58%
Technology 22.82%
Transportation 5.94%
Utilities 0%

306 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 11,994 218 1.85 113,195
APPLE INC COM 8,750 138 1.60 86,665
BIOGEN IDEC INC COM 8,377 352 4.39 25,444
UNION PAC CORP COM 8,215 -32 (0.39) 75,116
CELGENE CORP COM 8,056 272 3.49 85,835
MICROSOFT CORP COM 7,858 259 3.41 165,369
DISNEY WALT CO COM DISNEY 7,298 221 3.13 80,647
AMGEN INC COM 6,999 254 3.77 48,598
INTEL CORP COM 6,931 105 1.54 199,057
THERMO FISHER SCIENTIFIC INC COM 6,726 219 3.37 54,573
BOEING CO COM 6,681 248 3.85 51,647
MASTERCARD INC CL A 6,502 189 3 84,130
BANK AMER CORP COM 6,426 403 6.69 379,133
CSX CORP COM 6,424 209 3.37 197,914
ORACLE CORP COM 6,396 150 2.41 160,708
HALLIBURTON CO COM 6,155 242 4.10 92,540
INTERNATIONAL BUSINESS MACHS COM 5,941 244 4.28 30,626
EXPRESS SCRIPTS HLDG CO COM 5,914 -310 (4.98) 79,537
CHEVRON CORP NEW COM 5,822 13 .23 46,651
DOW CHEM CO COM 5,567 281 5.31 104,077