LOURD CAPITAL, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 118
New Positions 5
Increased Positions 60
Decreased Positions 24
Positions with Activity 84
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,021

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

Sector Weighting

Basic Materials 0.08%
Capital Goods 0.19%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.46%
Energy 3.12%
Financial 84.61%
Healthcare 0.42%
Services 2.47%
Technology 2.17%
Transportation 2.63%
Utilities 0.29%

118 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR SELECT DIVID ETF 278 New 3,502
ABBOTT LABS COM 275 -111 (28.73) 5,686
IDEXX LABS INC COM 273 273 New 1,662
POSCO SPONSORED ADR 255 New 4,250
PRAXAIR INC COM 249 1 .59 2,033
PEPSICO INC COM 242 14 6.36 2,543
VANGUARD INDEX FDS LARGE CAP ETF 242 New 2,483
WESTERN DIGITAL CORP COM 242 -26 (9.62) 2,424
MONDELEZ INTL INC CL A 242 -4 (1.46) 6,564
ALTRIA GROUP INC COM 223 223 New 4,292
CATERPILLAR INC DEL COM 219 4 2.09 2,594
INTERSIL CORP CL A 209 New 14,727
RADNET INC COM 168 New 18,765
GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 77 New 98,784
CDK GLOBAL INC COM -65 Sold Out 0
NABORS INDUSTRIES LTD SHS -155 Sold Out 0
TRUECAR INC COM -1,150 Sold Out 0
WISDOMTREE TR EMERG MKTS ETF -331 Sold Out 0


Create your free portfolio