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%

6 New Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KINDER MORGAN INC DEL COM 1,090 1,090 New 32,277
VANGUARD MALVERN FDS STRM INFPROIDX 538 538 New 10,858
ISHARES CORE S&P MCP ETF 247 247 New 1,831
CATERPILLAR INC DEL COM 238 238 New 2,315
VANGUARD INDEX FDS LARGE CAP ETF 213 213 New 2,483
PEREGRINE SEMICONDUCTOR CORP COM 68 68 New 11,456