IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pillar Pacific Capital Management LLC

Q2 2020 Holdings

Filed 2020-08-04 | 570 holdings | $69.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Douglas Dynamics Inc(PLOW)COM25960R105$43512,4000.0%
Best BUY Inc(BBY)COM086516101$4455,1000.0%
ON Semiconductor Corporation(ON)COM682189105$44622,5000.0%
Sasol Limited Spon ADR F Spons(SSL)ADR803866300$45158,5570.0%
Exelixis Inc(EXEL)COM30161Q104$45619,2000.0%
Berkshire Hathaway B New Class(BRK/B)COM084670702$4572,5620.0%
United Therapeutics Corp(UTHR)COM91307C102$4693,8750.0%
Abiomed Inc(ABMDEUR)COM003654100$4832,0000.0%
The Charles Schwab Corp(SCHW)COM808513105$48414,3360.0%
Ttec Holdings Inc(TTEC)COM89854H102$48610,4500.0%
AON PLC(AON)COMG0403H108$5052,6200.0%
Kura Oncology Inc(KURA)COM50127T109$51331,5000.0%
Texas Instruments Inc(TXN)COM882508104$5154,0600.0%
L.M. Ericsson Telephon Co (ADS(ERIC)ADR294821608$52256,1700.0%
Asgn Incorporated(ASGN)COM00191U102$5267,9000.0%
Merck & Co Inc NewCOM58933Y204$5346,9000.0%
Ametek Inc New(AME)COM031100100$5345,9750.0%
Momenta Pharmaceutical Inc(MNTA)COM60877T100$54216,3000.0%
Esco Technologies Inc(ESE)COM296315104$5496,5000.0%
Perficient Inc(PRFTUSD)COM71375U101$55815,6000.0%
UFP Industries Inc(UFPI)COM90278Q108$56811,4700.0%
Insight Enterprises Inc(NSIT)COM45765U103$57611,7000.0%
Semtech Corp(SMTC)COM816850101$58011,1000.0%
Lilly ELI & Company(LLY)COM532457108$5803,5310.0%
Mondelez Intl Inc CL A(MDLZ)COM609207105$58711,4900.0%
51Job Inc (ADS)(JOBSUSD)ADR316827104$5878,1700.0%
Wyndham Hotels & Resor COM(WH)COM98311A105$60614,2200.0%
Sonic Automotive Inc(SAH)COM83545G102$61619,3000.0%
DR Reddys Labs ADR F Sponsored(RDY)ADR256135203$64312,1200.0%
International Paper Co(IP)COM460146103$65918,7320.0%
Marathon Pete Corp(MPC)COM56585A102$67418,0320.0%
S P D R S&P 500 ETF TR Expirin(SPY)COM78462F103$6862,2260.0%
Vanguard Financials Index Fund(VFH)COM92204A405$70412,3090.0%
General Dynamics Corp(GD)COM369550108$7104,7510.0%
Proofpoint Inc(PFPT)COM743424103$7116,4000.0%
Nortonlifelock Inc(GEN)COM668771108$72536,5400.0%
Palo Alto Networks Inc COM(PANW)COM697435105$7603,3100.0%
Vanguard Consumer Discretionar(VCR)COM92204A108$7613,8070.0%
Invesco QQQ TR Unit SER 1(QQQ)COM46090E103$8053,2530.0%
Insperity Inc(NSP)COM45778Q107$80912,5000.0%
Ishares Trust S&P 500 S&P 500(IVV)COM464287200$8332,6910.0%
Vanguard Total Intl Stock ET(VXUS)COM921909768$83316,9320.0%
Saia Inc(SAIA)COM78709Y105$8457,6000.0%
Advanced Energy Industries Inc(AEIS)COM007973100$86112,7000.0%
Incyte Genomics Inc(INCY)COM45337C102$8688,3450.0%
Vanguard Industrials Index FUN(VIS)COM92204A603$8756,7330.0%
II-VI IncorporatedCOM902104108$88018,6250.0%
IAC Interactive CorpCOM44891N109$8912,7550.0%
Continental RES Inc Okla COM(CLRUSD)COM212015101$93653,4100.0%
Nidec Corp Sponsored ADR(NJDCY)ADR654090109$93756,2100.0%
PreviousPage 3 of 6Next