LOURD CAPITAL, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 120
New Positions 8
Increased Positions 59
Decreased Positions 31
Positions with Activity 90
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,039

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 0.19%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.43%
Energy 3.41%
Financial 84.91%
Healthcare 0.41%
Services 2.4%
Technology 2%
Transportation 2.44%
Utilities 0.27%

120 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ISHARES 1-3 YR CR BD ETF 1,171 -25 (2.08) 11,124
JPMORGAN CHASE & CO ALERIAN ML ETN 1,616 -12 (0.75) 30,890
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 687 -11 (1.63) 13,918
SPDR SERIES TRUST BRCLY INTL CRP 13,819 -68 (0.49) 397,667
BERKSHIRE HATHAWAY INC DEL CL A 599,323 -1,540 (0.26) 2,725
BOOZ ALLEN HAMILTON HLDG CORP CL A 318 318 New 12,200
FACEBOOK INC CL A 3,989 -7,338 (64.78) 54,093
GOOGLE INC CL A 328 78 31.22 601
INTERSIL CORP CL A 191 New 14,727
MASTERCARD INC CL A 390 37 10.34 4,601
MONDELEZ INTL INC CL A 260 260 New 6,661
ZILLOW INC CL A 1,520 -54 (3.44) 13,217
NIKE INC CL B -256 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 55,526 -577 (1.03) 378,499
GOOGLE INC CL C 287 40 16.34 534
1ST CENTURY BANCSHARES INC COM 656 New 98,652
3M CO COM 628 5 .85 3,918
ABBOTT LABS COM 350 -74 (17.44) 7,978
ABBVIE INC COM 486 -100 (17.11) 7,209
AMAZON COM INC COM 693 36 5.53 2,082