LOURD CAPITAL, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 118
New Positions 5
Increased Positions 60
Decreased Positions 24
Positions with Activity 84
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,023

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.08%
Capital Goods 0.19%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.46%
Energy 2.97%
Financial 84.92%
Healthcare 0.41%
Services 2.44%
Technology 2.08%
Transportation 2.67%
Utilities 0.27%

118 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ISHARES 1-3 YR CR BD ETF 1,173 New 11,124
JPMORGAN CHASE & CO ALERIAN ML ETN 1,314 New 30,890
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 682 New 13,918
SPDR SERIES TRUST BRCLY INTL CRP 12,404 -55 (0.44) 395,911
BERKSHIRE HATHAWAY INC DEL CL A 588,287 -3,038 (0.51) 2,711
BOOZ ALLEN HAMILTON HLDG CORP CL A 282 -74 (20.72) 9,672
FACEBOOK INC CL A 4,533 27 .61 54,421
GOOGLE INC CL A 368 33 9.82 660
INTERSIL CORP CL A 211 New 14,727
MASTERCARD INC CL A 418 16 4.04 4,787
MONDELEZ INTL INC CL A 233 -3 (1.46) 6,564
ZILLOW GROUP INC CL A 1,529 6 .38 15,193
BERKSHIRE HATHAWAY INC DEL CL B NEW 54,876 414 .76 381,373
GOOGLE INC CL C 308 15 5.24 562
1ST CENTURY BANCSHARES INC COM 661 New 98,652
3M CO COM 653 13 1.97 3,995
ABBOTT LABS COM 266 -107 (28.73) 5,686
ABBVIE INC COM 281 -134 (32.36) 4,876
ALTRIA GROUP INC COM 216 216 New 4,292
AMAZON COM INC COM 803 31 4.08 2,167