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) 942

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 0.43%
Energy 3.91%
Financial 84.43%
Healthcare 0.33%
Services 2.28%
Technology 2.79%
Transportation 2.21%
Utilities 0.25%

109 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BANC CALIF INC COM -224 Sold Out 0
BANK OF AMERICA CORPORATION 7.25%CNV PFD L -343 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -337 Sold Out 0
RADNET INC COM -94 Sold Out 0
TESLA MTRS INC COM -1,318 Sold Out 0
VANGUARD WHITEHALL FDS INC HIGH DIV YLD -948 Sold Out 0
VANGUARD WORLD FDS ENERGY ETF -1,324 Sold Out 0
VERIZON COMMUNICATIONS INC COM -379 Sold Out 0
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 205 -222 (51.98) 2,614
AMAZON COM INC COM 687 -594 (46.36) 2,123
PHILIP MORRIS INTL INC COM 297 -203 (40.68) 3,500
1ST CENTURY BANCSHARES INC COM 768 -506 (39.72) 98,652
JOHNSON & JOHNSON COM 887 -198 (18.21) 8,983
LIONS GATE ENTMNT CORP COM NEW 2,464 -469 (15.98) 91,346
APPLE INC COM 2,900 -300 (9.38) 5,587
TRIPADVISOR INC COM 1,022 -68 (6.26) 12,051
NORDSTROM INC COM 2,770 -50 (1.76) 45,073
EXXON MOBIL CORP COM 24,120 -360 (1.47) 241,346
BERKSHIRE HATHAWAY INC DEL CL A 529,109 -6,989 (1.3) 2,801
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 333 -4 (1.26) 11,000


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