PILLAR PACIFIC CAPITAL MANAGEMENT LLC

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CIK 1089911

13F portfolio (2021-Q1)

$1.3B

Positions

308

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2020-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2021-Q1)

Holdings

308

Top 5

13.7%

Top 10

22.1%

Effective N

89.2

HHI

0.011

This quarter

15 new · 0 exit →

By sector

Information Technology29.2%

Industrials15.9%

Financials14.2%

Unclassified10.0%

Consumer Discretionary9.5%

Health Care8.9%

Communication Services4.4%

Materials4.3%

Other3.6%

By market cap

Large ($10–200B)39.9%

Mega (>$200B)39.4%

Unknown16.9%

Mid ($2–10B)3.1%

Small ($300M–2B)0.5%

Micro (<$300M)0.1%

By region

North America83.9%

Other10.0%

Asia-Pacific4.3%

Europe1.2%

Middle East0.5%

Africa0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Semiconductors & Semiconductor Equipment	11.04%	23
Unclassified	10.04%	74
Software	8.76%	12
Technology Hardware & Equipment	8.26%	14
Specialty Retail	7.70%	13
Commercial Services & Supplies	5.87%	13
Pharmaceuticals & Biotechnology	5.54%	15
Capital Markets	4.85%	9
Machinery	4.38%	10
Banks	4.33%	13
Aerospace & Defense	4.11%	8
Road & Rail	3.92%	4
Software & IT Services	3.59%	10
Health Care Equipment & Supplies	3.18%	9
Chemicals	2.41%	10
Oil, Gas & Consumable Fuels	2.02%	9
Insurance	1.38%	10
Entertainment	1.29%	1
Metals & Mining	0.99%	4
Construction & Engineering	0.98%	6
Construction Materials	0.73%	2
Hotels, Restaurants & Leisure	0.72%	3
Automobiles & Components	0.53%	3
Beverages	0.48%	1
Food & Staples Retailing	0.45%	2
Communications Equipment	0.39%	2
Agricultural Products	0.34%	1
Textiles, Apparel & Luxury Goods	0.33%	1
Electrical Equipment & Components	0.27%	3
Utilities	0.21%	1
Transportation Infrastructure	0.17%	3
Household Durables	0.15%	1
Paper & Forest Products	0.14%	3
Food Products	0.11%	4
Health Care Providers & Services	0.11%	3
Distributors	0.07%	2
Life Sciences Tools & Services	0.06%	2
Diversified Telecommunication Services	0.05%	2
Airlines	0.04%	1
Media & Entertainment	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	3.81%
2	MSFT	MICROSOFT CORP	Information Technology	3.00%
3	AMZN	AMAZON COM INC	Consumer Discretionary	2.68%
4	AMAT	APPLIED MATERIALS INC /DE	Information Technology	2.11%
5	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	2.10%
6	TMO	THERMO FISHER SCIENTIFIC INC.	Information Technology	1.85%
7	GOOGL	Alphabet Inc.	Communication Services	1.74%
8	PYPL	PayPal Holdings, Inc.	Financials	1.74%
9	MA	Mastercard Inc	Financials	1.66%
10	INTU	INTUIT INC.	Information Technology	1.42%

235/308 names classified · sector 90.0% of weight · industry 90.0% · mkt cap 83.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 32 quarters

Information TechnologyAAPL, MSFT, TMO, TSM, AMAT · other

FinancialsMA, BAC, C, ICE, PYPL · other

IndustrialsBA, UNP, CSX, DE, BABA · other

Health CareAMGN, GILD, BIIB, MDT, JNJ · other

Consumer DiscretionaryAMZN, LOW, HD, COST, MGA · other

EnergyCVX, XOM, HAL, COP, SLB · other

MaterialsAPD, CF, IP, FCX, LIN · other

Communication ServicesDIS, GOOGL, META, SKM, TLK · other

Consumer StaplesDEO, KR, ADM, CVS, CTVA · other

Utilities

Real Estate

UnclassifiedRAYTHEON CO, CELGENE CORP, EXPRESS SCRIPTS HLDG CO, GOOGLE INC, Alphabet CL C · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 90.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2021-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (204 classified)PILLAR PACIFIC CAPITAL MANAGEMENT LLC centroid (Large Core)

Information TechnologyIndustrialsFinancialsHealth CareConsumer DiscretionaryCommunication ServicesMaterialsEnergyConsumer StaplesUtilities

Style box summary for PILLAR PACIFIC CAPITAL MANAGEMENT LLC: centroid Large Core. Heaviest cells: Large Growth 29.3%, Large Core 22.0%, Large Value 15.8%.

Classified: 82.1% of book weight (204/269 names) · unclassified 17.9%: , TSM, BABA, LVMUY, FRCB, JD, CNC, NICE, RHHBY, SAP +55 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 308 positions (2021-Q1) · largest first · Δ vs 2020-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	402,919	$49M	3.8%	HOLD
2	MSFTMICROSOFT CORP	164,268	$39M	3.0%	HOLD
3	AMZNAMAZON COM INC	11,208	$35M	2.7%	TRIM −3%
4	AMATAPPLIED MATLS INC	203,705	$27M	2.1%	TRIM −3%
5	TSMTAIWAN SEMICONDUCTOR MFG LTD	229,638	$27M	2.1%	TRIM −3%
6	TMOTHERMO FISHER SCIENTIFIC INC	52,277	$24M	1.8%	HOLD
7	GOOGLALPHABET INC	10,921	$23M	1.7%	ADD 2%
8	PYPLPAYPAL HLDGS INC	92,675	$23M	1.7%	TRIM −2%
9	MAMASTERCARD INCORPORATED	60,341	$21M	1.7%	HOLD
10	INTUINTUIT	48,031	$18M	1.4%	HOLD
11	DEDEERE & CO	46,569	$17M	1.3%	HOLD
12	UNPUNION PAC CORP	77,479	$17M	1.3%	ADD 3%
13	NSCNORFOLK SOUTHN CORP	63,223	$17M	1.3%	ADD 3%
14	LOWLOWES COS INC	88,084	$17M	1.3%	ADD 3%
15	DISDISNEY WALT CO	90,465	$17M	1.3%	HOLD
16	CSXCSX CORP	164,719	$16M	1.2%	ADD 3%
17	AMGNAMGEN INC	63,661	$16M	1.2%	ADD 4%
18	CRMSALESFORCE INC	72,266	$15M	1.2%	HOLD
19	BACBANK AMERICA CORP	394,720	$15M	1.2%	HOLD
20	HDHOME DEPOT INC	49,243	$15M	1.2%	ADD 6%
21	CATCATERPILLAR INC	62,466	$14M	1.1%	HOLD
22	ADIANALOG DEVICES INC	92,401	$14M	1.1%	HOLD
23	ORCLORACLE CORP	199,386	$14M	1.1%	ADD 3%
24	COSTCOSTCO WHSL CORP NEW	39,684	$14M	1.1%	ADD 9%
25	INTCINTEL CORP	218,313	$14M	1.1%	HOLD
26	RTXRTX CORPORATION	180,118	$14M	1.1%	HOLD
27	AVGOBROADCOM INC	29,946	$14M	1.1%	HOLD
28	BLKBLACKROCK INC	17,815	$13M	1.0%	HOLD
29	NVDANVIDIA CORPORATION	24,793	$13M	1.0%	HOLD
30	ICEINTERCONTINENTAL EXCHANGE IN	118,189	$13M	1.0%	ADD 2%
31	LINLINDE PLC	46,686	$13M	1.0%	ADD 3%
32	HONHONEYWELL INTL INC	60,227	$13M	1.0%	ADD 3%
33	JNJJOHNSON & JOHNSON	78,875	$13M	1.0%	ADD 4%
34	BABOEING CO	49,033	$12M	1.0%	HOLD
35	MELIMERCADOLIBRE INC	8,468	$12M	1.0%	ADD 3%
36	KANSAS CITY SOUTHERN	46,044	$12M	0.9%	ADD 4%
37	SVB FINANCIAL GROUP	24,247	$12M	0.9%	TRIM −4%
38	METAMETA PLATFORMS INC	39,799	$12M	0.9%	ADD 3%
39	ITWILLINOIS TOOL WKS INC	52,517	$12M	0.9%	ADD 3%
40	JPMJPMORGAN CHASE & CO	75,953	$12M	0.9%	ADD 2%
41	NDAQNASDAQ INC	77,640	$11M	0.9%	HOLD
42	MSMORGAN STANLEY	144,301	$11M	0.9%	ADD 2%
43	GSGOLDMAN SACHS GROUP INC	33,750	$11M	0.9%	HOLD
44	BABAALIBABA GROUP HLDG LTD	47,326	$11M	0.8%	ADD 3%
45	LVMUYLVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS	79,412	$11M	0.8%	HOLD
46	SYKSTRYKER CORPORATION	43,482	$11M	0.8%	ADD 4%
47	DELLDELL TECHNOLOGIES INC	119,273	$11M	0.8%	TRIM −3%
48	FCXFREEPORT MCMORAN INC	315,561	$10M	0.8%	HOLD
49	SWKSSKYWORKS SOLUTIONS INC	55,770	$10M	0.8%	ADD 2%
50	FRCBFIRST REP BK SAN FRANCISCO C	60,239	$10M	0.8%	HOLD
51	MDTMEDTRONIC PLC	83,763	$10M	0.8%	ADD 4%
52	LABORATORY CORP AMER HLDGS	38,791	$10M	0.8%	ADD 5%
53	COFCAPITAL ONE FINL CORP	77,389	$10M	0.8%	HOLD
54	ACTIVISION BLIZZARD INC	101,450	$9M	0.7%	HOLD
55	CCITIGROUP INC	128,970	$9M	0.7%	ADD 3%
56	QRVOQORVO INC	51,037	$9M	0.7%	HOLD
57	RMDRESMED INC	47,980	$9M	0.7%	ADD 2%
58	JDJD.COM INC	109,447	$9M	0.7%	HOLD
59	ZBHZIMMER BIOMET HOLDINGS INC	55,747	$9M	0.7%	HOLD
60	PHPARKER-HANNIFIN CORP	28,155	$9M	0.7%	HOLD
61	ABBVABBVIE INC	80,853	$9M	0.7%	ADD 8%
62	BIIBBIOGEN INC	31,082	$9M	0.7%	ADD 6%
63	SBUXSTARBUCKS CORP	75,557	$8M	0.6%	ADD 4%
64	MLMMARTIN MARIETTA MATLS INC	24,398	$8M	0.6%	ADD 3%
65	CNCCENTENE CORP DEL	116,049	$7M	0.6%	ADD 5%
66	NICENICE LTD	32,609	$7M	0.6%	ADD 4%
67	CVXCHEVRON CORP NEW	67,669	$7M	0.5%	ADD 3%
68	RHHBYROCHE HLDGS LTD SPONSORED ADR ISIN US7711951043	174,513	$7M	0.5%	ADD 4%
69	IBMINTERNATIONAL BUSINESS MACHS	52,877	$7M	0.5%	ADD 5%
70	APHAMPHENOL CORP	103,689	$7M	0.5%	ADD 111%
71	LHXL3HARRIS TECHNOLOGIES INC	32,576	$7M	0.5%	ADD 5%
72	VLOVALERO ENERGY CORP	91,682	$7M	0.5%	ADD 5%
73	GILDGILEAD SCIENCES INC	101,008	$7M	0.5%	ADD 2%
74	SAPSAP SE	52,725	$6M	0.5%	ADD 2%
75	APDAIR PRODS & CHEMS INC	23,007	$6M	0.5%	HOLD
76	BMYBRISTOL-MYERS SQUIBB CO	101,810	$6M	0.5%	ADD 4%
77	ROKROCKWELL AUTOMATION INC	24,125	$6M	0.5%	ADD 5%
78	CBCHUBB LIMITED	40,253	$6M	0.5%	HOLD
79	CHKPCHECK POINT SOFTWARE TECH LT	55,827	$6M	0.5%	ADD 8%
80	DGDOLLAR GEN CORP	30,413	$6M	0.5%	ADD 61%
81	DEODIAGEO PLC	37,411	$6M	0.5%	ADD 3%
82	CSCOCISCO SYS INC	114,827	$6M	0.5%	HOLD
83	UNILEVER PLC	105,834	$6M	0.5%	ADD 6%
84	PHMPULTE GROUP INC	105,255	$6M	0.4%	ADD 4%
85	GOOGALPHABET INC	2,587	$5M	0.4%	HOLD
86	CVSCVS HEALTH CORP	66,028	$5M	0.4%	TRIM −3%
87	VMWARE INC	31,707	$5M	0.4%	ADD 25%
88	LMTLOCKHEED MARTIN CORP	12,855	$5M	0.4%	ADD 7%
89	WFCWELLS FARGO CO NEW	119,551	$5M	0.4%	TRIM −3%
90	TSLATESLA INC	6,870	$5M	0.4%	TRIM −55%
91	REGNREGENERON PHARMACEUTICALS	9,667	$5M	0.4%	ADD 5%
92	DOWDOW HLDGS INC	70,390	$5M	0.3%	ADD 5%
93	XOMEXXON MOBIL CORP	79,511	$4M	0.3%	ADD 6%
94	CTVACORTEVA INC	92,878	$4M	0.3%	ADD 5%
95	VFCV F CORP	53,115	$4M	0.3%	TRIM −4%
96	BIDUBAIDU INC	18,763	$4M	0.3%	HOLD
97	PWRQUANTA SVCS INC	45,192	$4M	0.3%	HOLD
98	ABTABBOTT LABS	33,021	$4M	0.3%	ADD 16%
99	QCOMQUALCOMM INC	28,292	$4M	0.3%	HOLD
100	VGTVANGUARD WORLD FD	8,489	$3M	0.2%	TRIM −8%
101	NTESNETEASE COM INC	27,916	$3M	0.2%	TRIM −4%
102	COPCONOCOPHILLIPS	53,908	$3M	0.2%	TRIM −3%
103	EWBCEAST WEST BANCORP INC	38,361	$3M	0.2%	TRIM −11%
104	ABBNYABB LTD	92,683	$3M	0.2%	HOLD
105	LNGCheniere Energy, Inc	38,140	$3M	0.2%	TRIM −14%
106	ADBEADOBE INC	5,731	$3M	0.2%	ADD 34%
107	VVISA INC	12,089	$3M	0.2%	ADD 4%
108	CMACOMERICA INC	34,766	$2M	0.2%	TRIM −6%
109	ALBALBEMARLE CORP	15,427	$2M	0.2%	TRIM −7%
110	SIEGYSiemens AG ADR	23,490	$2M	0.1%	TRIM −6%
111	WHRWHIRLPOOL CORP	8,758	$2M	0.1%	TRIM −2%
112	MGAMAGNA INTL INC	20,773	$2M	0.1%	TRIM −2%
113	CITHE CIGNA GROUP	7,288	$2M	0.1%	TRIM −2%
114	HALHALLIBURTON CO	80,161	$2M	0.1%	TRIM −7%
115	WGROXWasatch Core Growth Fund	17,202	$2M	0.1%	HOLD
116	EBAYEBAY INC.	26,411	$2M	0.1%	TRIM −4%
117	ALEXION PHARMACEUTICALS INC	10,405	$2M	0.1%	TRIM −5%
118	CFCF INDS HLDGS INC	34,437	$2M	0.1%	TRIM −4%
119	NJDCYNIDEC CORP	51,330	$2M	0.1%	TRIM −8%
120	PGPROCTER AND GAMBLE CO	11,347	$2M	0.1%	HOLD
121	GLWCORNING INC	33,260	$1M	0.1%	TRIM −24%
122	IWBISHARES TR	6,432	$1M	0.1%	HOLD
123	CARRCARRIER GLOBAL CORPORATION	33,827	$1M	0.1%	TRIM −2%
124	EXPDEXPEDITORS INTL WASH INC	12,897	$1M	0.1%	TRIM −28%
125	WAAEXWASATCH SMALL CAP GROWTH FUND	22,681	$1M	0.1%	HOLD
126	VISVANGUARD WORLD FD	6,947	$1M	0.1%	TRIM −9%
127	VHTVANGUARD WORLD FD	5,645	$1M	0.1%	TRIM −3%
128	ACNACCENTURE PLC IRELAND	4,560	$1M	0.1%	TRIM −9%
129	ERICERICSSON	93,631	$1M	0.1%	ADD 27%
130	SLBSCHLUMBERGER LTD	45,347	$1M	0.1%	TRIM −4%
131	II-VI INC	17,625	$1M	0.1%	TRIM −5%
132	EOGEOG RES INC	16,580	$1M	0.1%	TRIM −4%
133	OCOWENS CORNING NEW	12,795	$1M	0.1%	TRIM −5%
134	VXUSVANGUARD STAR FDS	18,517	$1M	0.1%	TRIM −4%
135	CONTINENTAL RES INC	43,300	$1M	0.1%	TRIM −6%
136	VCRVANGUARD WORLD FD	3,775	$1M	0.1%	TRIM −12%
137	DHID R HORTON INC	12,320	$1M	0.1%	ADD 5%
138	GDGENERAL DYNAMICS CORP	5,715	$1M	0.1%	HOLD
139	VFHVANGUARD WORLD FD	12,163	$1M	0.1%	TRIM −8%
140	NSITINSIGHT ENTERPRISES INC	10,700	$1M	0.1%	TRIM −9%
141	PANWPALO ALTO NETWORKS INC	3,160	$1M	0.1%	HOLD
142	QQQINVESCO QQQ TR	3,160	$1M	0.1%	TRIM −2%
143	DXCMDEXCOM	2,776	$998,000	0.1%	TRIM −4%
144	OAYBXOAKMARK EQUITY AND INCOME ADVISOR	29,356	$991,000	0.1%	HOLD
145	IVVISHARES TR	2,453	$976,000	0.1%	HOLD
146	DDDUPONT DE NEMOURS INC	12,188	$942,000	0.1%	TRIM −32%
147	SCHWSCHWAB CHARLES CORP	14,336	$934,000	0.1%	HOLD
148	IWFISHARES TR	3,736	$908,000	0.1%	HOLD
149	SPYSTATE STR SPDR S&P 500 ETF T	2,287	$906,000	0.1%	TRIM −3%
150	TCOMTRIP COM GROUP LTD	22,697	$899,000	0.1%	TRIM −22%
151	PERFICIENT INC	14,600	$858,000	0.1%	TRIM −6%
152	MTCHMATCH GROUP INC NEW	5,929	$815,000	0.1%	HOLD
153	UFPIUFP INDUSTRIES INC	10,670	$810,000	0.1%	TRIM −7%
154	WHWYNDHAM HOTELS & RESORTS INC	11,490	$802,000	0.1%	TRIM −8%
155	BAYRYBAYER A G SPONSORED ADR	50,125	$794,000	0.1%	HOLD
156	KRKROGER CO	21,871	$787,000	0.1%	HOLD
157	TXNTEXAS INSTRS INC	4,162	$787,000	0.1%	HOLD
158	IPINTERNATIONAL PAPER CO	14,114	$763,000	0.1%	TRIM −10%
159	LLYELI LILLY & CO	3,897	$728,000	0.1%	ADD 3%
160	HOLLYFRONTIER CORP	20,290	$726,000	0.1%	TRIM −12%
161	AMEAMETEK INC	5,675	$725,000	0.1%	TRIM −5%
162	SYNASYNAPTICS INC	5,350	$725,000	0.1%	HOLD
163	MTZMASTEC INC	7,700	$722,000	0.1%	TRIM −11%
164	PROOFPOINT INC	5,700	$717,000	0.1%	TRIM −11%
165	EFORASGN INC	7,400	$706,000	0.1%	TRIM −6%
166	MPCMARATHON PETE CORP	13,139	$703,000	0.1%	TRIM −6%
167	SMTCSEMTECH CORP	10,100	$697,000	0.1%	TRIM −9%
168	WBWEIBO CORP	13,805	$697,000	0.1%	TRIM −26%
169	NEW ORIENTAL ED & TECHNOLOGY	49,650	$695,000	0.1%	ADD 565%
170	SAIASAIA INC	3,000	$692,000	0.1%	TRIM −61%
171	GENGen Digital Inc.	32,021	$681,000	0.1%	TRIM −2%
172	ANSYS INC	1,999	$678,000	0.1%	TRIM −11%
173	DYDYCOM INDS INC	7,300	$678,000	0.1%	TRIM −6%
174	AMRCAMERESCO INC	13,000	$632,000	0.0%	TRIM −46%
175	IAC INTERACTIVECORP NEW	2,905	$628,000	0.0%	ADD 3%
176	PIPRPIPER JAFFRAY COS	5,700	$625,000	0.0%	HOLD
177	LRCXLAM RESEARCH	1,044	$621,000	0.0%	TRIM −16%
178	SAHSONIC AUTOMOTIVE INC	12,400	$615,000	0.0%	TRIM −36%
179	AZTAAZENTA INC	7,500	$613,000	0.0%	HOLD
180	DCODUCOMMUN INC DEL	10,200	$612,000	0.0%	HOLD
181	MDLZMONDELEZ INTL INC	10,390	$608,000	0.0%	TRIM −5%
182	AEISADVANCED ENERGY INDS	5,500	$600,000	0.0%	TRIM −43%
183	UTHRUnited Therapeutics Corp.	3,525	$589,000	0.0%	TRIM −9%
184	TTECTTEC HLDGS INC	5,850	$588,000	0.0%	TRIM −44%
185	GATXGATX CORP	6,250	$579,000	0.0%	TRIM −7%
186	RDYDR REDDYS LABS LTD	9,420	$578,000	0.0%	TRIM −16%
187	FDXFEDEX CORP	2,033	$577,000	0.0%	HOLD
188	INCYINCYTE CORP	7,075	$575,000	0.0%	TRIM −12%
189	BBYBest Buy Company, Inc.	4,900	$563,000	0.0%	HOLD
190	IWMISHARES TR	2,546	$563,000	0.0%	ADD 2%
191	AVID TECHNOLOGY INC	26,600	$561,000	0.0%	HOLD
192	SYNEOS HEALTH INC	7,400	$561,000	0.0%	TRIM −4%
193	MATWMATTHEWS INTL CORP	14,000	$554,000	0.0%	TRIM −7%
194	NOCNORTHROP GRUMMAN CORP	1,708	$553,000	0.0%	HOLD
195	RSRELIANCE INC	3,580	$546,000	0.0%	TRIM −8%
196	ENSGENSIGN GROUP INC	5,800	$544,000	0.0%	TRIM −8%
197	CRUSCIRRUS LOGIC INC	6,400	$543,000	0.0%	TRIM −10%
198	PLOWDOUGLAS DYNAMICS INC	11,700	$540,000	0.0%	TRIM −6%
199	TRITON INTL LTD	9,800	$539,000	0.0%	TRIM −8%
200	AMPAMERIPRISE FINL INC	2,313	$538,000	0.0%	HOLD

showing the top 200 by weight

☆PILLAR PACIFIC CAPITAL MANAGEMENT LLC