ATHERTON LANE ADVISERS, LLC current holdings: USA Stocks
ATHERTON LANE ADVISERS, LLC reported $1.21 billion in share positions in stocks (listed in the US), 124 positions, in its Form 13F for the quarter ended 2015-12-31; the largest are GBDC, WFC, HD.
- GBDC: Country of operation United States; Class COM; Shares 3,856,733; Value $64,137,000.
- WFC: Country of operation United States; Class COM; Shares 725,247; Value $39,424,000.
- HD: Country of operation United States; Class COM; Shares 292,516; Value $38,685,000.
- NKE: Country of operation United States; Class COM CL B; Shares 613,170; Value $38,323,000.
Form 13F-HR as filed (SEC CIK 1326196): quarter ended 2015-12-31, filed 2016-02-16. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2015-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| GBDC GOLUB CAPITAL BDC INC | United States | COM | 3,856,733 | $64,137,000 | 5.28% | 2015-12-31 | 2016-02-16 | -22.34% |
| WFC WELLS FARGO & CO | United States | COM | 725,247 | $39,424,000 | 3.25% | 2015-12-31 | 2016-02-16 | +48.05% |
| HD HOME DEPOT INC | United States | COM | 292,516 | $38,685,000 | 3.19% | 2015-12-31 | 2016-02-16 | +117.80% |
| NKE NIKE INC | United States | COM CL B | 613,170 | $38,323,000 | 3.16% | 2015-12-31 | 2016-02-16 | -42.66% |
| DHI D R HORTON INC | United States | COM | 1,192,845 | $38,207,000 | 3.15% | 2015-12-31 | 2016-02-16 | +335.22% |
| FRCB FIRST REPUBLIC BANK | United States | COM | 542,005 | $35,805,000 | 2.95% | 2015-12-31 | 2016-02-16 | |
| GOOGL ALPHABET INC. | United States | CAP STK CL A | 45,180 | $35,150,000 | 2.89% | 2015-12-31 | 2016-02-16 | +776.40% |
| AMGN AMGEN INC | United States | COM | 213,291 | $34,624,000 | 2.85% | 2015-12-31 | 2016-02-16 | +160.97% |
| DIS DISNEY WALT CO | United States | COM | 326,795 | $34,340,000 | 2.83% | 2015-12-31 | 2016-02-16 | +0.31% |
| INTC INTEL CORP | United States | COM | 985,334 | $33,945,000 | 2.80% | 2015-12-31 | 2016-02-16 | +236.52% |
| BMY BRISTOL MYERS SQUIBB CO | United States | COM | 490,259 | $33,725,000 | 2.78% | 2015-12-31 | 2016-02-16 | -8.62% |
| JPM JPMORGAN CHASE & CO | United States | COM | 484,166 | $31,970,000 | 2.63% | 2015-12-31 | 2016-02-16 | +407.31% |
| SWK STANLEY BLACK & DECKER INC | United States | COM | 298,639 | $31,874,000 | 2.62% | 2015-12-31 | 2016-02-16 | -16.81% |
| COST COSTCO WHSL CORP | United States | COM NEW | 197,072 | $31,827,000 | 2.62% | 2015-12-31 | 2016-02-16 | +472.50% |
| BA BOEING COMPANY | United States | COM | 213,682 | $30,896,000 | 2.54% | 2015-12-31 | 2016-02-16 | +29.80% |
| META FACEBOOK INC | United States | COM CL A | 280,742 | $29,382,000 | 2.42% | 2015-12-31 | 2016-02-16 | +605.90% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 200,973 | $28,508,000 | 2.35% | 2015-12-31 | 2016-02-16 | +379.10% |
| MS MORGAN STANLEY | United States | COM | 886,366 | $28,195,000 | 2.32% | 2015-12-31 | 2016-02-16 | +505.97% |
| HONZZZZ HONEYWELL INTERNATIONAL INC | COM | 270,345 | $28,000,000 | 2.31% | 2015-12-31 | 2016-02-16 | ||
| PFE PFIZER INC | United States | COM | 854,906 | $27,596,000 | 2.27% | 2015-12-31 | 2016-02-16 | -6.22% |
| TOL TOLL BROTHERS INC | United States | COM | 777,010 | $25,874,000 | 2.13% | 2015-12-31 | 2016-02-16 | +308.05% |
| INTU INTUIT INC | United States | COM | 267,497 | $25,813,000 | 2.13% | 2015-12-31 | 2016-02-16 | +177.75% |
| NOC NORTHROP GRUMMAN CORP | United States | COM | 135,223 | $25,531,000 | 2.10% | 2015-12-31 | 2016-02-16 | +167.26% |
| NXPI NXP SEMICONDUCTORS NV | COM | 277,322 | $23,364,000 | 1.92% | 2015-12-31 | 2016-02-16 | +180.68% | |
| CSCO CISCO SYSTEMS INC | United States | COM | 834,174 | $22,652,000 | 1.87% | 2015-12-31 | 2016-02-16 | +293.74% |
| GOOG ALPHABET INC. | United States | CAP STK CL C | 29,746 | $22,574,000 | 1.86% | 2015-12-31 | 2016-02-16 | +789.09% |
| UPS UNITED PARCEL SERVICE INC | United States | COM | 234,051 | $22,523,000 | 1.85% | 2015-12-31 | 2016-02-16 | -2.39% |
| CRM SALESFORCE COM INC | United States | COM | 284,717 | $22,322,000 | 1.84% | 2015-12-31 | 2016-02-16 | +187.39% |
| BAC BANK AMER CORP | United States | COM | 1,324,327 | $22,288,000 | 1.84% | 2015-12-31 | 2016-02-16 | +226.56% |
| SLB SCHLUMBERGER LIMITED | COM | 317,449 | $22,142,000 | 1.82% | 2015-12-31 | 2016-02-16 | -28.50% | |
| WY WEYERHAEUSER COMPANY | United States | COM | 710,347 | $21,296,000 | 1.75% | 2015-12-31 | 2016-02-16 | -34.79% |
| F FORD MOTOR CO | United States | COM NEW | 1,453,918 | $20,486,000 | 1.69% | 2015-12-31 | 2016-02-16 | -12.70% |
| CBRE CBRE GROUP INC | United States | COM | 584,030 | $20,196,000 | 1.66% | 2015-12-31 | 2016-02-16 | +278.37% |
| COP CONOCOPHILLIPS | United States | COM | 411,002 | $19,190,000 | 1.58% | 2015-12-31 | 2016-02-16 | +168.67% |
| VFC VF CORP | United States | COM | 279,662 | $17,409,000 | 1.43% | 2015-12-31 | 2016-02-16 | -75.26% |
| WSM WILLIAMS SONOMA INC | United States | COM | 272,564 | $15,920,000 | 1.31% | 2015-12-31 | 2016-02-16 | +687.26% |
| CAKE CHEESECAKE FACTORY INC | United States | COM | 345,210 | $15,918,000 | 1.31% | 2015-12-31 | 2016-02-16 | +132.81% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 90,184 | $15,885,000 | 1.31% | 2015-12-31 | 2016-02-16 | +1222.92% |
| R RYDER SYSTEM INC | United States | COM | 278,316 | $15,817,000 | 1.30% | 2015-12-31 | 2016-02-16 | +306.25% |
| FFIV F5 NETWORKS INC. | United States | COM | 157,088 | $15,231,000 | 1.25% | 2015-12-31 | 2016-02-16 | +351.80% |
| HP HELMERICH & PAYNE INC | United States | COM | 277,440 | $14,857,000 | 1.22% | 2015-12-31 | 2016-02-16 | -31.63% |
| EXPE EXPEDIA, INC | United States | COM NEW | 97,877 | $12,166,000 | 1.00% | 2015-12-31 | 2016-02-16 | +114.26% |
| NAT NORDIC AMERICAN TANKER | COM | 656,050 | $10,195,000 | 0.84% | 2015-12-31 | 2016-02-16 | -48.25% | |
| Z ZILLOW GROUP | United States | COM CL-C | 203,916 | $4,788,000 | 0.39% | 2015-12-31 | 2016-02-16 | +16.44% |
| XOMXXXX EXXON MOBIL CORP | COM | 59,003 | $4,599,000 | 0.38% | 2015-12-31 | 2016-02-16 | ||
| ZG ZILLOW GROUP | United States | COM CL-A | 149,481 | $3,892,000 | 0.32% | 2015-12-31 | 2016-02-16 | +7.57% |
| CVX CHEVRON CORP | United States | COM NEW | 37,403 | $3,365,000 | 0.28% | 2015-12-31 | 2016-02-16 | +127.19% |
| PSA PUBLIC STORAGE | United States | COM | 13,562 | $3,359,000 | 0.28% | 2015-12-31 | 2016-02-16 | +15.29% |
| AAPL APPLE INC | United States | COM | 30,408 | $3,201,000 | 0.26% | 2015-12-31 | 2016-02-16 | |
| MSFT MICROSOFT CORP | United States | COM | 48,294 | $2,679,000 | 0.22% | 2015-12-31 | 2016-02-16 | +817.38% |
| ESS ESSEX PROPERTIES TRUST | United States | COM | 10,676 | $2,556,000 | 0.21% | 2015-12-31 | 2016-02-16 | +14.42% |
| VMRK EQUITY RESIDENTIAL | United States | COM | 31,267 | $2,551,000 | 0.21% | 2015-12-31 | 2016-02-16 | -24.81% |
| UDR UDR INC | United States | COM | 61,722 | $2,319,000 | 0.19% | 2015-12-31 | 2016-02-16 | -9.64% |
| VNO VORNADO REALTY TR | United States | SHR BEN INT | 16,591 | $1,658,000 | 0.14% | 2015-12-31 | 2016-02-16 | -58.06% |
| JNJ JOHNSON & JOHNSON | United States | COM | 14,674 | $1,507,000 | 0.12% | 2015-12-31 | 2016-02-16 | +160.48% |
| MMM 3M CO | United States | COM | 9,730 | $1,466,000 | 0.12% | 2015-12-31 | 2016-02-16 | +33.78% |
| PG PROCTER & GAMBLE CO | United States | COM | 18,038 | $1,432,000 | 0.12% | 2015-12-31 | 2016-02-16 | +86.78% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 36,270 | $1,194,000 | 0.10% | 2015-12-31 | 2016-02-16 | +200.94% |
| NWL NEWELL RUBBERMAID INC | United States | COM | 25,935 | $1,143,000 | 0.09% | 2015-12-31 | 2016-02-16 | -87.93% |
| ABBV ABBVIE INC | United States | COM | 18,711 | $1,108,000 | 0.09% | 2015-12-31 | 2016-02-16 | +344.45% |
| AMZN AMAZON COM INC | United States | COM | 1,351 | $913,000 | 0.08% | 2015-12-31 | 2016-02-16 | +630.01% |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 16,458 | $913,000 | 0.08% | 2015-12-31 | 2016-02-16 | +207.34% |
| AVB AVALONBAY COMMUNITIES INC | United States | COM | 4,789 | $882,000 | 0.07% | 2015-12-31 | 2016-02-16 | |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 6,123 | $843,000 | 0.07% | 2015-12-31 | 2016-02-16 | +67.20% |
| AXP AMERICAN EXPRESS CO | United States | COM | 11,972 | $833,000 | 0.07% | 2015-12-31 | 2016-02-16 | +339.11% |
| PM PHILIP MORRIS INTL INC | United States | COM | 9,285 | $816,000 | 0.07% | 2015-12-31 | 2016-02-16 | +120.57% |
| MCK MCKESSON CORP | United States | COM | 4,134 | $815,000 | 0.07% | 2015-12-31 | 2016-02-16 | +338.48% |
| SPG SIMON PPTY GROUP INC | United States | COM NEW | 4,093 | $796,000 | 0.07% | 2015-12-31 | 2016-02-16 | +5.06% |
| LPLA LPL FINANCIAL HOLDINGS INC | United States | COM | 18,000 | $768,000 | 0.06% | 2015-12-31 | 2016-02-16 | +622.27% |
| MO ALTRIA GROUP INC | United States | COM | 12,910 | $751,000 | 0.06% | 2015-12-31 | 2016-02-16 | +18.06% |
| SCS STEELCASE INC. | United States | COM | 48,515 | $723,000 | 0.06% | 2015-12-31 | 2016-02-16 | |
| IP INTERNATIONAL PAPER CO | United States | COM | 19,150 | $722,000 | 0.06% | 2015-12-31 | 2016-02-16 | -6.67% |
| KMB KIMBERLY CLARK CORP | United States | COM | 5,657 | $720,000 | 0.06% | 2015-12-31 | 2016-02-16 | -22.24% |
| GLD SPDR GOLD TRUST | United States | GOLD SHS | 6,914 | $701,000 | 0.06% | 2015-12-31 | 2016-02-16 | +277.38% |
| LLY LILLY ELI & COMPANY | United States | COM | 7,417 | $625,000 | 0.05% | 2015-12-31 | 2016-02-16 | +1305.92% |
| ABT ABBOTT LABORATORIES | United States | COM | 13,550 | $609,000 | 0.05% | 2015-12-31 | 2016-02-16 | +124.78% |
| MRK MERCK & CO. INC. | United States | COM | 10,279 | $543,000 | 0.04% | 2015-12-31 | 2016-02-16 | +196.19% |
| CSX CSX CORP | United States | COM | 20,331 | $528,000 | 0.04% | 2015-12-31 | 2016-02-16 | +442.54% |
| BRKB BERKSHIRE HATHAWAY INC | COM CL B | 3,878 | $512,000 | 0.04% | 2015-12-31 | 2016-02-16 | ||
| KO COCA-COLA COMPANY | United States | COM | 11,650 | $500,000 | 0.04% | 2015-12-31 | 2016-02-16 | +102.14% |
| PSX PHILLIPS 66 | United States | COM | 5,593 | $458,000 | 0.04% | 2015-12-31 | 2016-02-16 | +208.37% |
| HPE HEWLETT PACKARD ENTERPRISE CO | United States | COM | 30,063 | $457,000 | 0.04% | 2015-12-31 | 2016-02-16 | +596.03% |
| BCO BRINK'S COMPANY | United States | COM | 15,220 | $439,000 | 0.04% | 2015-12-31 | 2016-02-16 | +257.31% |
| GILD GILEAD SCIENCES INC | United States | COM | 3,900 | $395,000 | 0.03% | 2015-12-31 | 2016-02-16 | +49.50% |
| ADP AUTOMATIC DATA PROCESSING INC | United States | COM | 4,579 | $388,000 | 0.03% | 2015-12-31 | 2016-02-16 | +209.02% |
| SRE SEMPRA ENERGY | United States | COM | 4,000 | $376,000 | 0.03% | 2015-12-31 | 2016-02-16 | +66.32% |
| MDT MEDTRONIC PLC | Ireland | COM | 4,801 | $369,000 | 0.03% | 2015-12-31 | 2016-02-16 | +13.22% |
| HPQ HP INC | United States | COM | 30,064 | $356,000 | 0.03% | 2015-12-31 | 2016-02-16 | +159.54% |
| SBUX STARBUCKS CORPORATION | United States | COM | 5,868 | $352,000 | 0.03% | 2015-12-31 | 2016-02-16 | +58.97% |
| VZ VERIZON COMMUNICATIONS | United States | COM | 7,563 | $350,000 | 0.03% | 2015-12-31 | 2016-02-16 | -0.52% |
| PLD PROLOGIS INC. | United States | COM | 7,931 | $340,000 | 0.03% | 2015-12-31 | 2016-02-16 | +208.97% |
| AWR AMERICAN STATES WATER | United States | COM | 8,000 | $336,000 | 0.03% | 2015-12-31 | 2016-02-16 | +95.33% |
| ADI ANALOG DEVICES INC | United States | COM | 6,000 | $332,000 | 0.03% | 2015-12-31 | 2016-02-16 | +619.85% |
| CAT CATERPILLAR INC DEL | United States | COM | 4,887 | $332,000 | 0.03% | 2015-12-31 | 2016-02-16 | +1116.36% |
| PEP PEPSICO INC | United States | COM | 3,315 | $331,000 | 0.03% | 2015-12-31 | 2016-02-16 | +28.79% |
| V VISA INC | United States | COM CL A | 4,200 | $326,000 | 0.03% | 2015-12-31 | 2016-02-16 | +371.80% |
| CVS CVS HEALTH CORPORATION | United States | COM | 3,300 | $323,000 | 0.03% | 2015-12-31 | 2016-02-16 | -10.91% |
| GD GEN DYNAMICS CORP | United States | COM | 2,349 | $323,000 | 0.03% | 2015-12-31 | 2016-02-16 | +141.95% |
| UNP UNION PAC CORP | United States | COM | 4,103 | $321,000 | 0.03% | 2015-12-31 | 2016-02-16 | +250.58% |
| USB US BANCORP DEL | United States | COM | 7,300 | $311,000 | 0.03% | 2015-12-31 | 2016-02-16 | +36.25% |
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| Not available yet | |||