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) 943

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 0.04%
Consumer/Non-Cyclical 0.4%
Energy 4.12%
Financial 83.47%
Healthcare 0.41%
Services 2.44%
Technology 2.96%
Transportation 2.26%
Utilities 0.25%

110 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER -216 Sold Out 0
PEPSICO INC COM -243 Sold Out 0
TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN -235 Sold Out 0
TRULIA INC COM -280 Sold Out 0
ZILLOW INC CL A 1,599 -591 (26.99) 12,878
ISHARES MSCI EMG MKT ETF 1,806 -477 (20.9) 40,900
JPMORGAN CHASE & CO COM 284 -73 (20.38) 4,884
BERKSHIRE HATHAWAY INC DEL CL B NEW 49,594 -11,002 (18.16) 386,611
CISCO SYS INC COM 319 -56 (15.02) 12,308
DANAHER CORP DEL COM 300 -53 (14.89) 4,000
WALGREEN CO COM 252 -36 (12.5) 3,500
ACCENTURE PLC IRELAND SHS CLASS A 279 -36 (11.39) 3,500
PRAXAIR INC COM 266 -33 (11.11) 2,000
ISHARES RUSSELL 2000 ETF 1,867 -217 (10.41) 16,347
SPECTRA ENERGY CORP COM 307 -34 (10.03) 7,175
GOOGLE INC CL C 268 -30 (9.98) 451
GOOGLE INC CL A 273 -30 (9.98) 451
AMAZON COM INC COM 686 -75 (9.89) 1,913
DISNEY WALT CO COM DISNEY 811 -82 (9.22) 9,454
UNITED TECHNOLOGIES CORP COM 462 -45 (8.96) 4,065