13F-HR 1 form13f.txt SCM ADVISORS LLC 13F-HR 12-31-2008 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2008 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. Person Signing this Report on Behalf of Reporting Manager: Name: /s/ Mark Palmer ------------------------- Title: Chief Compliance Officer ------------------------- Phone: (415) 486-6726 ------------------------- Signature, Place, and Date of Signing: /s/ Mark Palmer San Francisco, CA 2/04/2009 --------------- ----------------- ---------- [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: [If there are no entries in this list, omit this section.] 13F File Number Name 28-____________ ________________________________________ [Repeat as necessary.] Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----------- Form 13F Information Table Entry Total: 85 ----------- Form 13F Information Table Value Total: $156,286 ----------- (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. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] NONE
FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- ------- --- ---- ------- -------- ---- ------ ---- Abbott Laboratories COM 002824100 2860 53580 SH SOLE 0 53580 0 Aceto Corp COM 004446100 136 13580 SH SOLE 0 13580 0 Activision Blizzard Inc COM 00507V109 1537 177925 SH SOLE 0 177925 0 Aegean Marine Petroleum Networ COM Y0017S102 2757 162545 SH SOLE 0 162545 0 Allergan Inc COM 018490102 1719 42640 SH SOLE 0 42640 0 Amazon com Inc COM 023135106 1492 29100 SH SOLE 0 29100 0 American Superconductor Corp COM 030111108 192 11780 SH SOLE 0 11780 0 American Tower Corp Cl A COM 029912201 3039 103645 SH SOLE 0 103645 0 Amgen Inc COM 031162100 1464 25345 SH SOLE 0 25345 0 Apple Inc COM 037833100 3527 41325 SH SOLE 0 41325 0 Applied Materials Inc COM 038222105 2803 276745 SH SOLE 0 276745 0 Atheros Communications COM 04743P108 521 36440 SH SOLE 0 36440 0 Bill Barrett Corp COM 06846n104 599 28345 SH SOLE 0 28345 0 Biogen Idec Inc. COM 09062X103 1777 37300 SH SOLE 0 37300 0 Blackrock Inc COM 09247X101 1662 12390 SH SOLE 0 12390 0 Bristol Myers Squibb Co COM 110122108 1534 65977 SH SOLE 0 65977 0 Broadcom Corp-Cl A COM 111320107 3776 222535 SH SOLE 0 222535 0 CVS Caremark Corp COM 126650100 2257 78545 SH SOLE 0 78545 0 Celgene Corp COM 151020104 2407 43545 SH SOLE 0 43545 0 Central Euro Distribution Corp COM 153435102 877 44535 SH SOLE 0 44535 0 Cephalon Inc. COM 156708109 2315 30045 SH SOLE 0 30045 0 Chesapeake Energy Corp COM 165167107 309 19090 SH SOLE 0 19090 0 Cisco Systems Inc COM 17275R102 2883 176885 SH SOLE 0 176885 0 Colgate-Palmolive Co COM 194162103 3649 53235 SH SOLE 0 53235 0 Concur Technologies Inc. COM 206708109 1082 32960 SH SOLE 0 32960 0 Corning Inc COM 219350105 672 70545 SH SOLE 0 70545 0 Cybersource Corp COM 23251J106 145 12090 SH SOLE 0 12090 0 Dreamworks Animation SKG-A COM 26153C103 2318 91760 SH SOLE 0 91760 0 E M C Corp Mass COM 268648102 3225 308030 SH SOLE 0 308030 0 FMC Corp COM 302491303 2498 55850 SH SOLE 0 55850 0 Financial Select Sector SPDR COM 81369Y605 1702 135925 SH SOLE 0 135925 0 Genentech Inc COM 368710406 3525 42510 SH SOLE 0 42510 0 General Electric Co COM 369604103 2583 159440 SH SOLE 0 159440 0 General Mills Inc COM 370334104 1654 27225 SH SOLE 0 27225 0 Genzyme Corp General Division COM 372917104 2304 34710 SH SOLE 0 34710 0 Gilead Sciences Inc COM 375558103 2403 46995 SH SOLE 0 46995 0 Goldman Sachs Group Inc COM 38141G104 1875 22215 SH SOLE 0 22215 0 Google COM 38259P508 3703 12037 SH SOLE 0 12037 0 Guess? Inc COM 401617105 484 31525 SH SOLE 0 31525 0 Harmonic Lightwaves Inc COM 413160102 1353 241125 SH SOLE 0 241125 0 Harsco Corp. COM 415864107 2782 100490 SH SOLE 0 100490 0 Hewlett-Packard Co COM 428236103 4251 117150 SH SOLE 0 117150 0 Intel Corp COM 458140100 3227 220120 SH SOLE 0 220120 0 International Business Machine COM 459200101 3495 41526 SH SOLE 0 41526 0 Joy Global Inc. COM 481165108 2138 93405 SH SOLE 0 93405 0 Juniper Networks Inc COM 48203R104 1684 96180 SH SOLE 0 96180 0 Kohl's Corp COM 500255104 2356 65090 SH SOLE 0 65090 0 Kroger Co. COM 501044101 3764 142515 SH SOLE 0 142515 0 McAfee Inc COM 579064106 1167 33765 SH SOLE 0 33765 0 McDonalds Corp COM 580135101 3305 53140 SH SOLE 0 53140 0 Microsemi COM 595137100 385 30475 SH SOLE 0 30475 0 Monsanto Corp COM 61166w101 2267 32225 SH SOLE 0 32225 0 Netezza Corp COM 64111N101 77 12030 SH SOLE 0 12030 0 Neutral Tandem Inc COM 64128B108 914 56380 SH SOLE 0 56380 0 Newfield Exploration Co COM 651290108 257 13030 SH SOLE 0 13030 0 Norfolk Southern Corp COM 655844108 2085 44310 SH SOLE 0 44310 0 Noven Pharmaceuticals Inc COM 670009109 189 17170 SH SOLE 0 17170 0 NuVasive Inc COM 670704105 450 12975 SH SOLE 0 12975 0 Oracle Corp COM 68389X105 3905 220230 SH SOLE 0 220230 0 Perrigo Co COM 714290103 2768 85675 SH SOLE 0 85675 0 PetroQuest Energy Inc COM 716748108 68 10020 SH SOLE 0 10020 0 Philip Morris International COM 718172109 2792 64165 SH SOLE 0 64165 0 Potash Corp of Saskatchewan In COM 73755L107 1960 26770 SH SOLE 0 26770 0 Qualcomm Inc COM 747525103 2469 68920 SH SOLE 0 68920 0 Ralcorp Holdings Inc COM 751028101 2437 41730 SH SOLE 0 41730 0 Range Resources Corp COM 75281A109 877 25505 SH SOLE 0 25505 0 Research In Motion COM 760975102 1209 29785 SH SOLE 0 29785 0 Safeway Inc COM 786514208 3184 133950 SH SOLE 0 133950 0 Schlumberger LTD COM 806857108 2292 54135 SH SOLE 0 54135 0 Sensient Technologies Corp COM 81725T100 202 8470 SH SOLE 0 8470 0 Silicon Laboratories Inc COM 826919102 593 23915 SH SOLE 0 23915 0 Stericycle Inc. COM 858912108 1544 29655 SH SOLE 0 29655 0 Sunpower Corp Cl A COM 867652109 1617 43715 SH SOLE 0 43715 0 Syniverse Holdings Inc COM 87163F106 326 27330 SH SOLE 0 27330 0 Transocean Ltd COM H8817H100 1807 38245 SH SOLE 0 38245 0 United States Steel Corp COM 912909108 473 12705 SH SOLE 0 12705 0 United Technologies Corp COM 913017109 2975 55510 SH SOLE 0 55510 0 Vasco Data Security Intl COM 92230Y104 120 11640 SH SOLE 0 11640 0 Walt Disney Co Holding Co COM 254687106 2273 100175 SH SOLE 0 100175 0 Weatherford International Ltd COM G95089101 943 87155 SH SOLE 0 87155 0 Websense Inc COM 947684106 491 32770 SH SOLE 0 32770 0 XTO Energy Inc COM 98385x106 2915 82659 SH SOLE 0 82659 0 Yingli Green Energy Holding Co COM 98584B103 114 18770 SH SOLE 0 18770 0 Yum! Brands Inc COM 988498101 3262 103565 SH SOLE 0 103565 0 iShares Russell 1000 Growth In COM 464287614 259 7000 SH SOLE 0 7000 0