LOURD CAPITAL, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 115
New Positions 10
Increased Positions 67
Decreased Positions 18
Positions with Activity 85
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,011

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 0.05%
Consumer/Non-Cyclical 0.42%
Energy 3.64%
Financial 84.29%
Healthcare 0.38%
Services 2.31%
Technology 2.89%
Transportation 2.27%
Utilities 0.28%

115 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ISHARES 1-3 YR CR BD ETF 1,196 New 11,360
JPMORGAN CHASE & CO ALERIAN ML ETN 1,663 New 31,122
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 728 -241 (24.9) 14,148
SPDR SERIES TRUST BRCLY INTL CRP 14,358 489 3.53 399,615
BERKSHIRE HATHAWAY INC DEL CL A 579,389 -1,272 (0.22) 2,732
FACEBOOK INC CL A 11,827 6 .05 153,597
GOOGLE INC CL A 274 4 1.55 458
INTERSIL CORP CL A 231 New 14,727
MASTERCARD INC CL A 324 2 .73 4,170
ZILLOW INC CL A 1,807 107 6.29 13,688
NIKE INC CL B 216 216 New 2,632
BERKSHIRE HATHAWAY INC DEL CL B NEW 54,030 -591 (1.08) 382,431
GOOGLE INC CL C 270 5 1.77 459
1ST CENTURY BANCSHARES INC COM 706 New 98,652
3M CO COM 570 3 .49 3,885
ABBOTT LABS COM 422 79 22.91 9,663
ABBVIE INC COM 517 107 26.04 8,697
AMAZON COM INC COM 641 20 3.14 1,973
AMERICAN EXPRESS CO COM 1,716 2 .14 19,041
APACHE CORP COM 3,880 144 3.84 40,000


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