LOURD CAPITAL, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 110
New Positions 9
Increased Positions 15
Decreased Positions 49
Positions with Activity 64
Sold Out Positions 4
Total Mkt Value (in $ millions) 940

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

Sector Weighting

Basic Materials 0.06%
Capital Goods 0.15%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.39%
Energy 4.18%
Financial 83.25%
Healthcare 0.4%
Services 2.45%
Technology 3.11%
Transportation 2.27%
Utilities 0.25%

49 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 523,574 -12,047 (2.25) 2,738
VANGUARD INDEX FDS SM CP VAL ETF 54,612 -3,136 (5.43) 529,748
BERKSHIRE HATHAWAY INC DEL CL B NEW 49,312 -10,939 (18.16) 386,611
BANK OF AMERICA CORPORATION COM 36,766 -676 (1.81) 2,358,298
EXXON MOBIL CORP COM 24,850 -52 (0.21) 240,846
FACEBOOK INC CL A 11,543 -917 (7.36) 153,523
INTERNATIONAL BUSINESS MACHS COM 9,794 -78 (0.79) 50,383
CHEVRON CORP NEW COM 9,214 -114 (1.22) 68,982
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 4,881 -256 (4.98) 19,102
APACHE CORP COM 3,923 -31 (0.77) 38,520
APPLE INC COM 3,591 -228 (5.98) 36,771
VANGUARD INDEX FDS TOTAL STK MKT 2,736 -90 (3.2) 26,784
ISHARES TR MSCI EAFE ETF 2,436 -204 (7.72) 35,843
ZILLOW INC CL A 2,046 -756 (26.99) 12,878
VANGUARD INDEX FDS VALUE ETF 2,015 -170 (7.78) 24,549
WELLS FARGO & CO NEW COM 1,860 -72 (3.74) 36,040
ISHARES TR RUSSELL 2000 ETF 1,857 -216 (10.41) 16,347
ISHARES TR MSCI EMG MKT ETF 1,832 -484 (20.9) 40,900
AMERICAN EXPRESS CO COM 1,748 -8 (0.47) 19,015
GENERAL ELECTRIC CO COM 1,659 -37 (2.16) 64,317


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