LOURD CAPITAL, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 109
New Positions 6
Increased Positions 29
Decreased Positions 25
Positions with Activity 54
Sold Out Positions 8
Total Mkt Value (in $ millions) 947

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 0.14%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.42%
Energy 3.92%
Financial 84.54%
Healthcare 0.33%
Services 2.26%
Technology 2.72%
Transportation 2.2%
Utilities 0.25%

25 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 533,980 -7,054 (1.3) 2,801
EXXON MOBIL CORP COM 24,236 -362 (1.47) 241,346
CHEVRON CORP NEW COM 8,637 -5 (0.06) 69,832
APPLE INC COM 2,933 -303 (9.38) 5,587
NORDSTROM INC COM 2,742 -49 (1.76) 45,073
ISHARES MSCI EAFE ETF 2,623 -2 (0.08) 38,843
LIONS GATE ENTMNT CORP COM NEW 2,438 -464 (15.98) 91,346
ISHARES RUSSELL 2000 ETF 2,060 -15 (0.7) 18,247
ZILLOW INC CL A 1,689 -9 (0.54) 17,638
TRIPADVISOR INC COM 1,033 -69 (6.26) 12,051
JOHNSON & JOHNSON COM 889 -198 (18.21) 8,983
1ST CENTURY BANCSHARES INC COM 768 -506 (39.72) 98,652
AMAZON COM INC COM 690 -596 (46.36) 2,123
INTERCONTINENTALEXCHANGE GROUP COM 347 -3 (0.74) 1,750
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 336 -4 (1.26) 11,000
PHILIP MORRIS INTL INC COM 291 -200 (40.68) 3,500
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 203 -219 (51.98) 2,614
BANC CALIF INC COM -226 Sold Out 0
BANK OF AMERICA CORPORATION 7.25%CNV PFD L -343 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -343 Sold Out 0