PILLAR PACIFIC CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 316
New Positions 13
Increased Positions 125
Decreased Positions 85
Positions with Activity 210
Sold Out Positions 13
Total Mkt Value (in $ millions) 554

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

Sector Weighting

Basic Materials 7.52%
Capital Goods 5.87%
Conglomerates
Consumer Cyclical 4.76%
Consumer/Non-Cyclical 2.12%
Energy 7.31%
Financial 14.97%
Healthcare 14.03%
Services 13.36%
Technology 23.08%
Transportation 5.99%
Utilities 0%

316 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GILEAD SCIENCES INC COM 11,912 24 .20 113,419
CELGENE CORP COM 10,580 78 .74 86,470
APPLE INC COM 9,636 177 1.87 88,288
UNION PAC CORP COM 9,055 -23 (0.25) 74,925
BIOGEN IDEC INC COM 9,028 -78 (0.86) 25,226
AMGEN INC COM 7,806 84 1.09 49,128
DISNEY WALT CO COM DISNEY 7,577 -2 (0.02) 80,631
ORACLE CORP COM 7,200 225 3.23 165,897
MICROSOFT CORP COM 7,119 64 .91 166,872
LOWES COS INC COM 7,099 181 2.62 101,630
BOEING CO COM 6,973 131 1.91 52,633
THERMO FISHER SCIENTIFIC INC COM 6,955 140 2.05 55,693
INTEL CORP COM 6,953 148 2.17 203,382
MASTERCARD INC CL A 6,923 44 .64 84,670
CSX CORP COM 6,744 -49 (0.72) 196,499
EXPRESS SCRIPTS HLDG CO COM 6,565 -90 (1.35) 78,462
BANK AMER CORP COM 5,970 44 .74 381,928
CF INDS HLDGS INC COM 5,767 18 .31 18,832
RAYTHEON CO COM NEW 5,663 79 1.42 54,050
AIR PRODS & CHEMS INC COM 5,634 101 1.83 39,715