LOURD CAPITAL, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 116
New Positions 10
Increased Positions 68
Decreased Positions 18
Positions with Activity 86
Sold Out Positions 4
Total Mkt Value (in $ millions) 998

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 0.06%
Consumer/Non-Cyclical 0.42%
Energy 3.48%
Financial 84.34%
Healthcare 0.39%
Services 2.3%
Technology 2.82%
Transportation 2.37%
Utilities 0.28%

116 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 571,674 -1,256 (0.22) 2,732
VANGUARD INDEX FDS TOTAL STK MKT 2,010 -699 (25.8) 19,874
BERKSHIRE HATHAWAY INC DEL CL B NEW 53,311 -583 (1.08) 382,431
MERCK & CO INC NEW COM -333 Sold Out 0
VERISIGN INC COM -234 Sold Out 0
EXXON MOBIL CORP COM 22,532 -226 (0.99) 238,457
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 680 -225 (24.9) 14,148
QUALCOMM INC COM -222 Sold Out 0
VANGUARD INDEX FDS VALUE ETF 1,793 -186 (9.39) 22,243
PEREGRINE SEMICONDUCTOR CORP COM -142 Sold Out 0
ISHARES EAFE SML CP ETF 858 -114 (11.76) 18,156
ISHARES EAFE VALUE ETF 998 -89 (8.19) 18,854
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 429 -85 (16.48) 6,615
APPLE INC COM 3,792 -77 (1.99) 36,040
DISNEY WALT CO COM DISNEY 762 -76 (9.09) 8,595
INTERNATIONAL GAME TECHNOLOGY COM 164 -57 (25.9) 10,016
BANK AMER CORP COM 39,425 -6 (0.02) 2,357,927
ENTERPRISE PRODS PARTNERS L P COM 530 -1 (0.28) 13,776
1ST CENTURY BANCSHARES INC COM 697 New 98,652
DAILY JOURNAL CORP COM 7,795 New 41,331


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