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) 947

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 0.42%
Energy 3.92%
Financial 84.54%
Healthcare 0.33%
Services 2.26%
Technology 2.72%
Transportation 2.2%
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
ISHARES 1-3 YR CR BD ETF 1,240 New 11,760
BANK OF AMERICA CORPORATION 7.25%CNV PFD L -343 Sold Out 0
JPMORGAN CHASE & CO ALERIAN ML ETN 1,605 New 33,312
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 992 9 .90 19,570
SPDR SERIES TRUST BRCLY INTL CRP 14,191 4,603 48.01 377,530
BERKSHIRE HATHAWAY INC DEL CL A 533,980 -7,054 (1.3) 2,801
FACEBOOK INC CL A 9,768 9,507 3,645.13 165,722
GOOGLE INC CL A 272 New 501
MASTERCARD INC CL A 307 New 4,140
ZILLOW INC CL A 1,689 -9 (0.54) 17,638
BERKSHIRE HATHAWAY INC DEL CL B NEW 60,077 New 472,377
GOOGLE INC CL C 269 New 501
1ST CENTURY BANCSHARES INC COM 768 -506 (39.72) 98,652
3M CO COM 532 New 3,866
ABBOTT LABS COM 329 2 .63 8,457
ABBVIE INC COM 364 New 7,500
AMAZON COM INC COM 690 -596 (46.36) 2,123
AMERICAN EXPRESS CO COM 1,647 New 19,105
APACHE CORP COM 3,304 New 38,820
APPLE INC COM 2,933 -303 (9.38) 5,587