LOURD CAPITAL, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 115
New Positions 10
Increased Positions 67
Decreased Positions 18
Positions with Activity 85
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,009

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 0.16%
Conglomerates
Consumer Cyclical 0.05%
Consumer/Non-Cyclical 0.42%
Energy 3.65%
Financial 84.27%
Healthcare 0.38%
Services 2.29%
Technology 2.91%
Transportation 2.27%
Utilities 0.28%

10 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CU BANCORP CALIF COM 633 633 New 33,328
SPDR GOLD TRUST GOLD SHS 522 522 New 4,458
PEPSICO INC COM 431 431 New 4,592
CLEARBRIDGE ENERGY MLP FD INC COM 337 337 New 11,926
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 292 292 New 3,174
ISHARES TR SELECT DIVID ETF 266 266 New 3,502
TRULIA INC COM 240 240 New 4,320
TARGET CORP COM 230 230 New 3,601
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 215 215 New 98,784
NIKE INC CL B 215 215 New 2,632


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