-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, KwoQbeIqxKDviXMJJM82NaFQ2cMMnyrKzBY63ggoWyWTvbTZm1Er9olF/5JBvC+9 XKnrais1LEplBOpUpgLc/Q== 0001140361-09-018047.txt : 20090806 0001140361-09-018047.hdr.sgml : 20090806 20090806095005 ACCESSION NUMBER: 0001140361-09-018047 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090806 DATE AS OF CHANGE: 20090806 EFFECTIVENESS DATE: 20090806 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCM ADVISORS LLC CENTRAL INDEX KEY: 0001044207 IRS NUMBER: 943239114 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06450 FILM NUMBER: 09990193 BUSINESS ADDRESS: STREET 1: 909 MONTGOMERY STREET STREET 2: 5TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94133 BUSINESS PHONE: 415 486-6727 MAIL ADDRESS: STREET 1: 909 MONTGOMERY STREET STREET 2: 5TH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94133 FORMER COMPANY: FORMER CONFORMED NAME: SENECA CAPITAL MANAGEMENT LLC DATE OF NAME CHANGE: 19990326 13F-HR 1 form13fhr.txt
                                  UNITED STATES
                       SECURITIES AND EXCHANGE COMMISSION
                             Washington, D.C. 20549

                                    Form 13F
                               Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: 6/30/2009
Check here if Amendment []; Amendment Number:
                                               -------
This Amendment (Check only one.):               [] is a restatement.
                                                [] adds new holdings entries.

Institutional Investment Manager Filing this Report:


Name:      SCM Advisors LLC

Address:   909 Montgomery Street
           Suite 500
           San Francisco, CA  94133


Form 13F File Number: 28-06450


The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.

Persons Signing this Report on Behalf of Reporting Manager:

Name:   Mark Palmer
Title:  Chief Compliance Officer
Phone:  (415) 486-6726

Signature,  Place,  and  Date  of  Signing:

/s/ Mark Palmer                    San Francisco, CA                  8/5/2009
- ---------------------------------  ---------------------------------  ----------
[Signature]                        [City, State]                      [Date]



Report  Type  (Check  only  one):

[X]     13F HOLDINGS REPORT. (Check here if all holdings of this reporting
        manager are reported in this report.)

[ ]     13F NOTICE. (Check here if no holdings reported are in this report,
        and all holdings are reported by other reporting manager(s).)

[ ]     13F COMBINATION REPORT. (Check here if a portion of the holdings for
        this reporting manager are reported in this report and a portion are
        reported by other reporting manager(s).)

List of Other Managers Reporting for this Manager:




                              Form 13F SUMMARY PAGE

Report Summary:

Number of Other Included Managers:                    0

Form 13F Information Table Entry Total:              83

Form 13F Information Table Value Total:  $   216,095.00
                                         --------------
                                         (In Thousands)


List of Other Included Managers:

Provide a numbered list of the name(s) and 13F file number(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
NONE





FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------ ----------------- --------- -------- ----------------- ---------- -------- ---------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------------ ----------------- --------- -------- -------- --- ---- ---------- -------- ---- ------ ---- ABB Ltd ADR COM 000375204 2095 132780 SH SOLE 0 132780 0 Abbott Laboratories COM 002824100 2590 55065 SH SOLE 0 55065 0 Adobe Systems Inc COM 00724F101 3442 121615 SH SOLE 0 121615 0 Allergan Inc COM 018490102 2414 50735 SH SOLE 0 50735 0 Amazon com Inc COM 023135106 2143 25615 SH SOLE 0 25615 0 American Eagle Outfitters COM 02553E106 3280 231490 SH SOLE 0 231490 0 American Tower Corp Cl A COM 029912201 2884 91460 SH SOLE 0 91460 0 Amgen Inc COM 031162100 1765 33335 SH SOLE 0 33335 0 Apple Inc COM 037833100 6154 43210 SH SOLE 0 43210 0 Applied Materials Inc COM 038222105 4095 371975 SH SOLE 0 371975 0 Biogen Idec Inc. COM 09062X103 885 19610 SH SOLE 0 19610 0 Blackrock Inc COM 09247X101 2777 15833 SH SOLE 0 15833 0 Bristol Myers Squibb Co COM 110122108 3439 169322 SH SOLE 0 169322 0 Broadcom Corp-Cl A COM 111320107 4485 180915 SH SOLE 0 180915 0 CVS Caremark Corp COM 126650100 3236 101525 SH SOLE 0 101525 0 Celgene Corp COM 151020104 3793 79275 SH SOLE 0 79275 0 Cephalon Inc COM 156708109 2007 35435 SH SOLE 0 35435 0 Chesapeake Energy Corp COM 165167107 400 20150 SH SOLE 0 20150 0 Chico's FAS Inc. COM 168615102 135 13880 SH SOLE 0 13880 0 Cisco Systems Inc COM 17275R102 4382 234935 SH SOLE 0 234935 0 Colgate-Palmolive Co COM 194162103 4575 64670 SH SOLE 0 64670 0 Constant Contact Inc COM 210313102 228 11510 SH SOLE 0 11510 0 Corning Inc COM 219350105 3182 198145 SH SOLE 0 198145 0 Cybersource Corp COM 23251J106 2232 145905 SH SOLE 0 145905 0 Darling International Inc COM 237266101 634 96120 SH SOLE 0 96120 0 Dreamworks Animation SKG-A COM 26153C103 3179 115215 SH SOLE 0 115215 0 E M C Corp Mass COM 268648102 3098 236510 SH SOLE 0 236510 0 Express Scripts Inc COM 302182100 322 4680 SH SOLE 0 4680 0 FMC Corp COM 302491303 2157 45605 SH SOLE 0 45605 0 Financial Select Sector SPDR COM 81369Y605 3007 251660 SH SOLE 0 251660 0 Freeport Mcmoran Copper COM 35671D857 1467 29280 SH SOLE 0 29280 0 General Mills Inc COM 370334104 1483 26470 SH SOLE 0 26470 0 Genzyme Corp General Division COM 372917104 2395 43025 SH SOLE 0 43025 0 Gilead Sciences Inc COM 375558103 2542 54280 SH SOLE 0 54280 0 Global Industries Ltd COM 379336100 78 13750 SH SOLE 0 13750 0 Goldman Sachs Group Inc COM 38141G104 4299 29160 SH SOLE 0 29160 0 Google COM 38259P508 5707 13537 SH SOLE 0 13537 0 Guess? Inc COM 401617105 847 32865 SH SOLE 0 32865 0 Harsco Corp. COM 415864107 3095 109375 SH SOLE 0 109375 0 Hewlett-Packard Co COM 428236103 5458 141210 SH SOLE 0 141210 0 International Business Machine COM 459200101 4625 44291 SH SOLE 0 44291 0 Joy Global Inc. COM 481165108 4323 121015 SH SOLE 0 121015 0 Kohl's Corp COM 500255104 2163 50600 SH SOLE 0 50600 0 Kroger Co. COM 501044101 3579 162310 SH SOLE 0 162310 0 LKQ Corp COM 501889208 2345 142550 SH SOLE 0 142550 0 Lowe's Cos Inc COM 548661107 1998 102920 SH SOLE 0 102920 0 MF Global Ltd COM G60642108 126 21300 SH SOLE 0 21300 0 Marvell Technology Group Ltd COM G5876H105 4480 384865 SH SOLE 0 384865 0 McDonalds Corp COM 580135101 2856 49670 SH SOLE 0 49670 0 Microsoft Corp COM 594918104 4410 185516 SH SOLE 0 185516 0 Monsanto Corp COM 61166w101 2536 34110 SH SOLE 0 34110 0 Mylan Labs COM 628530107 1767 135440 SH SOLE 0 135440 0 Nalco Holding Co COM 62985Q101 2425 143995 SH SOLE 0 143995 0 Neutral Tandem Inc COM 64128B108 1210 41000 SH SOLE 0 41000 0 Norfolk Southern Corp COM 655844108 2897 76905 SH SOLE 0 76905 0 Noven Pharmaceuticals Inc COM 670009109 198 13825 SH SOLE 0 13825 0 NuVasive Inc COM 670704105 710 15925 SH SOLE 0 15925 0 Nuance Communications Inc COM 67020Y100 2976 245980 SH SOLE 0 245980 0 Oracle Corp COM 68389X105 4508 210455 SH SOLE 0 210455 0 PMC-Sierra Inc COM 69344F106 556 69790 SH SOLE 0 69790 0
FORM 13F INFORMATION TABLE COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ------------------------------ ----------------- --------- -------- ----------------- ---------- -------- ---------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE - ------------------------------ ----------------- --------- -------- -------- --- ---- ---------- -------- ---- ------ ---- Perrigo Co COM 714290103 3075 110700 SH SOLE 0 110700 0 Philip Morris International COM 718172109 2048 46950 SH SOLE 0 46950 0 Potash Corp of Saskatchewan In COM 73755L107 1815 19510 SH SOLE 0 19510 0 Pride International Inc COM 74153Q102 3515 140250 SH SOLE 0 140250 0 Qualcomm Inc COM 747525103 3781 83660 SH SOLE 0 83660 0 Ralcorp Holdings Inc COM 751028101 3964 65065 SH SOLE 0 65065 0 Range Resources Corp COM 75281A109 2598 62735 SH SOLE 0 62735 0 Research In Motion COM 760975102 2742 38572 SH SOLE 0 38572 0 SPX Corp COM 784635104 1933 39475 SH SOLE 0 39475 0 Safeway Inc COM 786514208 2616 128405 SH SOLE 0 128405 0 Schlumberger LTD COM 806857108 2359 43595 SH SOLE 0 43595 0 Silicon Laboratories Inc COM 826919102 3855 101495 SH SOLE 0 101495 0 Stericycle Inc. COM 858912108 3210 62290 SH SOLE 0 62290 0 Symantec COM 871503108 3126 200670 SH SOLE 0 200670 0 Transocean Ltd COM H8817H100 3526 47460 SH SOLE 0 47460 0 Tutor Perini Corp COM 901109108 1709 98435 SH SOLE 0 98435 0 United Technologies Corp COM 913017109 2514 48375 SH SOLE 0 48375 0 Valueclick Inc COM 92046N102 140 13340 SH SOLE 0 13340 0 Volterra Semiconductor Corp COM 928708106 143 10920 SH SOLE 0 10920 0 Weatherford International Ltd COM H27013103 4772 243990 SH SOLE 0 243990 0 Websense Inc COM 947684106 1151 64510 SH SOLE 0 64510 0 Yingli Green Energy Holding Co COM 98584B103 148 10940 SH SOLE 0 10940 0 Yum! Brands Inc COM 988498101 4281 128390 SH SOLE 0 128390 0
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