13F-HR 1 ensemble13f.txt ENSEMBLE13F UNITED STATES SECURITIES AND EXCHANGE COMMINSSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 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: Ensemble Capital Management, LLC Address: 1350 Bayshore Highway, Suite 460 Burlingame, CA 94010 13F File Number: 028-12081 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 submission. Person Signing this Report on Behalf of Reporting Manager: Name: Sean Stannard-Stockton Title: Principal Phone: 650-696-1240 Signature, Place, and Date of Signing: Sean Stannard-Stockton Burlingame, CA February 5, 2013 Report Type (Check only one): [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: NONE FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 42 Form 13F Information Table Value Total: 182693 List of Other Included Managers: No. 13F File Number Name 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 ---------------------------- -------------- --------- -------- ------- --- ---- ------- -------- ------ ------ ------ ADVISORY BRD CO COM 00762W107 537 11480 SH SOLE 11480 ANADARKO PETE CORP COM 032511107 11042 148595 SH SOLE 148595 APPLE INC COM 037833100 17866 33572 SH SOLE 33572 BEST BUY INC COM 086516101 427 36045 SH SOLE 36045 BLACKROCK INC COM 09247X101 4516 21845 SH SOLE 21845 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2221 97050 SH SOLE 97050 CHEVRON CORP NEW COM 166764100 2335 21590 SH SOLE 21590 CHUBB CORP COM 171232101 418 5555 SH SOLE 5555 CISCO SYS INC COM 17275R102 1015 51670 SH SOLE 51670 COSTCO WHSL CORP NEW COM 22160K105 2404 24350 SH SOLE 24350 CVS CAREMARK CORPORATION COM 126650100 7837 162085 SH SOLE 162085 ENTERPRISE PRODS PARTNERS L COM 293792107 4369 87250 SH SOLE 87250 EXPEDITORS INTL WASH INC COM 302130109 4953 125225 SH SOLE 125225 EXXON MOBIL CORP COM 30231G102 414 4788 SH SOLE 4788 FIRST REP BK SAN FRANCISCO C COM 33616C100 2656 81025 SH SOLE 81025 GOOGLE INC CL A 38259P508 6526 9225 SH SOLE 9225 INTEL CORP COM 458140100 9747 472679 SH SOLE 472679 INVESCO LTD SHS G491BT108 9695 371615 SH SOLE 371615 ISHARES INC MSCI CDA INDEX 464286509 267 9400 SH SOLE 9400 JOHNSON & JOHNSON COM 478160104 580 8275 SH SOLE 8275 JPMORGAN CHASE & CO COM 46625H100 264 6000 SH SOLE 6000 KBR INC COM 48242W106 1286 42965 SH SOLE 42965 KKR FINANCIAL HLDGS LLC COM 48248A306 632 59849 SH SOLE 59849 LANDSTAR SYS INC COM 515098101 2432 46367 SH SOLE 46367 MASTERCARD INC CL A 57636Q104 13096 26657 SH SOLE 26657 NATIONAL OILWELL VARCO INC COM 637071101 9224 134950 SH SOLE 134950 NUANCE COMMUNICATIONS INC COM 67020Y100 6016 269520 SH SOLE 269520 PAYCHEX INC COM 704326107 2672 85920 SH SOLE 85920 PEPSICO INC COM 713448108 4520 66060 SH SOLE 66060 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2027 44800 SH SOLE 44800 PLUM CREEK TIMBER CO INC COM 729251108 3013 67900 SH SOLE 67900 QLIK TECHNOLOGIES INC COM 74733T105 1792 82500 SH SOLE 82500 SCHWAB CHARLES CORP NEW COM 808513105 7614 530245 SH SOLE 530245 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 7207 221875 SH SOLE 221875 TERADATA CORP DEL COM 88076W103 8450 136530 SH SOLE 136530 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 6651 178125 SH SOLE 178125 VANGUARD INTL EQUITY INDEX F MSCI EMR ETF 922042858 989 22200 SH SOLE 22200 VANGUARD INTL EQUITY INDEX F MSCI EUR ETF 922042874 1592 32600 SH SOLE 32600 VANGUARD INTL EQUITY INDEX F MSCI PAC ETF 922042866 918 17200 SH SOLE 17200 VANGUARD TAX-MANAGED INTL FD MSCI EAFE ETF 921943858 440 12500 SH SOLE 12500 WELLS FARGO & CO NEW COM 949746101 499 14610 SH SOLE 14610 WILLIAMS COS INC DEL COM 969457100 11534 352290 SH SOLE 352290