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
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
ACCENTURE PLC IRELAND SHS CLASS A 387 33 9.30 3,996
ALTRIA GROUP INC COM 367 145 65.59 7,107
AMAZON COM INC COM 958 23 2.45 2,220
AMERICAN EXPRESS CO COM 1,567 -2 (0.13) 19,402
APACHE CORP COM 2,412 6 .24 38,801
APPLE INC COM 4,795 111 2.37 36,494
AT&T INC COM 676 89 15.20 19,265
AUTOMATIC DATA PROCESSING INC COM 352 1 .40 4,039
BANK AMER CORP COM 39,228 -279 (0.71) 2,344,752
BERKSHIRE HATHAWAY INC DEL CL A 577,132 -14,625 (2.47) 2,644
BERKSHIRE HATHAWAY INC DEL CL B NEW 55,293 -110 (0.2) 380,619
BOEING CO COM 386 5 1.43 2,622
BOOZ ALLEN HAMILTON HLDG CORP CL A 231 -12 (4.9) 9,198
BRISTOL MYERS SQUIBB CO COM 724 6 .84 10,508
CATERPILLAR INC DEL COM 227 -5 (2.16) 2,538
CHEVRON CORP NEW COM 7,345 7 .10 69,626