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
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
ACCENTURE PLC IRELAND SHS CLASS A 343 8 2.52 3,656
ALTRIA GROUP INC COM 216 216 New 4,292
AMAZON COM INC COM 803 31 4.08 2,167
AMERICAN EXPRESS CO COM 1,515 15 1.01 19,428
APACHE CORP COM 2,300 4 .19 38,709
APPLE INC COM 4,394 -199 (4.34) 35,650
AT&T INC COM 548 220 67.10 16,723
AUTOMATIC DATA PROCESSING INC COM 340 7 2.24 4,023
BANK AMER CORP COM 36,153 30 .08 2,361,406
BERKSHIRE HATHAWAY INC DEL CL A 588,287 -3,038 (0.51) 2,711
BERKSHIRE HATHAWAY INC DEL CL B NEW 54,876 414 .76 381,373
BOEING CO COM 385 12 3.15 2,585
BOOZ ALLEN HAMILTON HLDG CORP CL A 282 -74 (20.72) 9,672
BRISTOL MYERS SQUIBB CO COM 680 12 1.73 10,421
CATERPILLAR INC DEL COM 207 4 2.09 2,594
CDK GLOBAL INC COM -61 Sold Out 0