LOURD CAPITAL, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 128
New Positions 14
Increased Positions 77
Decreased Positions 24
Positions with Activity 101
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,032

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 0.48%
Energy 3.05%
Financial 84.64%
Healthcare 0.44%
Services 2.31%
Technology 2.13%
Transportation 2.53%
Utilities 0.28%

128 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ISHARES 1-3 YR CR BD ETF 1,174 New 11,124
JPMORGAN CHASE & CO ALERIAN ML ETN 2,063 677 48.80 45,965
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 815 93 12.83 15,703
SPDR SERIES TRUST BRCLY INTL CRP 12,632 6 .05 396,096
BERKSHIRE HATHAWAY INC DEL CL A 577,132 -14,625 (2.47) 2,644
BOOZ ALLEN HAMILTON HLDG CORP CL A 231 -12 (4.9) 9,198
FACEBOOK INC CL A 4,398 18 .41 54,645
GOOGLE INC CL A 382 14 3.94 686
INTERSIL CORP CL A -192 Sold Out 0
MASTERCARD INC CL A 482 37 8.27 5,183
MONDELEZ INTL INC CL A 265 New 6,564
ZILLOW GROUP INC CL A 1,403 -20 (1.4) 14,980
BERKSHIRE HATHAWAY INC DEL CL B NEW 55,293 -110 (0.2) 380,619
GOOGLE INC CL C 321 16 5.16 591
1ST CENTURY BANCSHARES INC COM 686 New 98,652
3M CO COM 653 5 .80 4,027
ABBOTT LABS COM 303 22 7.91 6,136
ABBVIE INC COM 326 6 1.97 4,972
ALTRIA GROUP INC COM 367 145 65.59 7,107
AMAZON COM INC COM 958 23 2.45 2,220