LOURD CAPITAL, LLC Information

9777 WILSHIRE BLVD, BEVERLY HILLS, California, 90212, (310) 300-9897

Report Date: 09/30/2014

Position Statistics

Total Positions 120
New Positions 8
Increased Positions 59
Decreased Positions 31
Positions with Activity 90
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,048

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.07%
Capital Goods 0.19%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.43%
Energy 3.29%
Financial 85.04%
Healthcare 0.41%
Services 2.42%
Technology 2.01%
Transportation 2.42%
Utilities 0.27%

120 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 606,070 -1,557 (0.26) 2,725
VANGUARD INDEX FDS SM CP VAL ETF 58,914 1,885 3.31 551,006
BERKSHIRE HATHAWAY INC DEL CL B NEW 56,090 -583 (1.03) 378,499
VANGUARD INDEX FDS REIT ETF 55,173 2,480 4.71 686,482
BANK AMER CORP COM 40,370 26 .06 2,359,429
FLEXSHARES TR IBOXX 5YR TRGT 33,664 1,335 4.13 1,351,431
COSTCO WHSL CORP NEW COM 25,358 31 .12 181,455
EXXON MOBIL CORP COM 22,601 72 .32 239,214
ISHARES TR TIPS BD ETF 19,982 415 2.12 176,344
SPDR SERIES TRUST BRCLY INTL CRP 13,990 -69 (0.49) 397,667
DAILY JOURNAL CORP COM 9,154 New 41,331
INTERNATIONAL BUSINESS MACHS COM 8,208 -45 (0.54) 50,682
CHEVRON CORP NEW COM 7,975 29 .36 69,279
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 5,283 New 19,937
APPLE INC COM 4,435 146 3.41 37,267
FACEBOOK INC CL A 4,199 -7,724 (64.78) 54,093
ISHARES TR MSCI EAFE ETF 3,745 23 .63 58,047
NORDSTROM INC COM 3,416 16 .46 45,293
LIONS GATE ENTMNT CORP COM NEW 3,282 70 2.18 98,286
APACHE CORP COM 2,791 -99 (3.41) 38,636


Latest News Headlines

View All
Create your free portfolio