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Pillar Pacific Capital Management LLC

Q1 2019 Holdings

Filed 2019-05-02 | 586 holdings | $48.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ensign Group, Inc.(ENSG)COM29358P101$2675,2000.0%
Cambrex Corp(CBM)COM132011107$2717,0000.0%
Sina Corporation FCOMG81477104$2724,5900.0%
Torchmark CorpCOM891027104$2793,4070.0%
Vanguard Total Stock MKT(VTI)COM922908769$2811,9390.0%
Triton International IncCOMG9078F107$2859,1600.0%
Vanguard Materials ETF(VAW)COM92204A801$2872,3330.0%
Universal Forest Products Inc.COM913543104$2909,7100.0%
Hartford Finl Svcs GRP(HIG)COM416515104$2935,8970.0%
Photronics Inc(PLAB)COM719405102$29431,0550.0%
LAM Research Corp(LRCXEUR)COM512807108$2971,6600.0%
OFG Bancorp(OFG)COM67103X102$29715,0000.0%
Regions Finl Corp(RF)COM7591EP100$29721,0000.0%
Five Below Inc(FIVE)COM33829M101$2982,4000.0%
Ishares TR Msci Eafe FD Msci E(EFA)COM464287465$3004,6300.0%
HD Supply Hldgs Inc COMCOM40416M105$3037,0000.0%
Watts Water Technologies(WTS)COM942749102$3043,7500.0%
Bunge Limited F(BG)COMG16962105$3055,7500.0%
Wabash National Corp(WNC)COM929566107$30622,5750.0%
Navigant Consulting CoCOM63935N107$31316,0750.0%
Methode Electronics Inc(MEI)COM591520200$31610,9800.0%
Meritor Inc(MTOR)COM59001K100$31815,6150.0%
Vanguard 500 Index Admiral(VFIAX)COM922908710$3231,2340.0%
Allstate Corporation(ALL)COM020002101$3253,4500.0%
Genesee & Wyoming IncCOM371559105$3273,7550.0%
Ttec Holdings Inc(TTEC)COM89854H102$3339,2000.0%
Reliance Steel & Aluminum Co(RS)COM759509102$3363,7250.0%
Nordson Corp COM(NDSN)COM655663102$3382,5500.0%
Nuvasive Inc.(NUVAGBP)COM670704105$3416,0000.0%
Materion Corp(MTRN)COM576690101$3466,0650.0%
General Dynamics Corp(GD)COM369550108$3472,0510.0%
Vanguard Index FDS(VOO)COM922908363$3501,3500.0%
Ishares TR Russell 2000 Russel(IWM)COM464287655$3522,3000.0%
Vanguard Telecommunications SE(VOX)COM92204A884$3564,2650.0%
Hope Bancorp Inc COM(HOPE)COM43940T109$35627,2620.0%
Devon Energy CP New(DVN)COM25179M103$35811,3500.0%
Integra Life Sciences Holdings(IART)COM457985208$3626,5000.0%
Mastec Inc(MTZ)COM576323109$3727,7450.0%
Perficient Inc(PRFTUSD)COM71375U101$37413,6250.0%
Douglas Dynamics Inc(PLOW)COM25960R105$3769,9000.0%
Best BUY Inc(BBY)COM086516101$3775,3000.0%
Vanguard Energy ETF(VDE)COM92204A306$3774,2130.0%
O'reilly Automotive Inc(ORLY)COM67103H107$3819810.0%
Lockheed Martin Corp(LMT)COM539830109$3951,3170.0%
Comcast Corp New CL A(CMCSA)COM20030N101$3989,9490.0%
Exelixis Inc(EXEL)COM30161Q104$39916,7550.0%
ON Semiconductor Corporation(ON)COM682189105$40219,5500.0%
Navistar International Corp(NAV)COM63934E108$40412,5000.0%
Infosys LTD Spon ADR F Sponsor(INFY)ADR456788108$40737,2000.0%
Esco Technologies Inc(ESE)COM296315104$4096,1100.0%
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