LOURD CAPITAL, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 119
New Positions 8
Increased Positions 59
Decreased Positions 30
Positions with Activity 89
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,017

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 0.2%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.41%
Energy 3.09%
Financial 85.19%
Healthcare 0.4%
Services 2.27%
Technology 1.99%
Transportation 2.55%
Utilities 0.26%

119 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 588,232 -1,511 (0.26) 2,725
VANGUARD INDEX FDS REIT ETF 59,415 2,671 4.71 686,482
VANGUARD INDEX FDS SM CP VAL ETF 56,357 1,803 3.31 551,006
BERKSHIRE HATHAWAY INC DEL CL B NEW 54,470 -566 (1.03) 378,499
BANK AMER CORP COM 35,745 23 .06 2,359,429
FLEXSHARES TR IBOXX 5YR TRGT 34,016 1,348 4.13 1,351,431
COSTCO WHSL CORP NEW COM 25,946 32 .12 181,455
EXXON MOBIL CORP COM 20,912 66 .32 239,214
ISHARES TR TIPS BD ETF 20,391 423 2.12 176,344
SPDR SERIES TRUST BRCLY INTL CRP 12,964 -64 (0.49) 397,667
DAILY JOURNAL CORP COM 7,791 New 41,331
INTERNATIONAL BUSINESS MACHS COM 7,770 -42 (0.54) 50,682
CHEVRON CORP NEW COM 7,103 26 .36 69,279
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 5,205 New 19,937
APPLE INC COM 4,366 144 3.41 37,267
FACEBOOK INC CL A 4,106 -7,553 (64.78) 54,093
ISHARES TR MSCI EAFE ETF 3,554 22 .63 58,047
NORDSTROM INC COM 3,451 16 .46 45,293
LIONS GATE ENTMNT CORP COM NEW 2,824 60 2.18 98,286
ISHARES TR RUSSELL 2000 ETF 2,662 247 10.21 23,010


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