LOURD CAPITAL, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 119
New Positions 8
Increased Positions 59
Decreased Positions 30
Positions with Activity 89
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,061

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 0.03%
Consumer/Non-Cyclical 0.42%
Energy 3.19%
Financial 85.33%
Healthcare 0.41%
Services 2.32%
Technology 1.99%
Transportation 2.46%
Utilities 0.26%

119 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
1ST CENTURY BANCSHARES INC COM 651 New 98,652
3M CO COM 654 6 .85 3,918
ABBOTT LABS COM 365 -77 (17.44) 7,978
ABBVIE INC COM 477 -99 (17.11) 7,209
ACCENTURE PLC IRELAND SHS CLASS A 326 4 1.28 3,566
AMAZON COM INC COM 631 33 5.53 2,082
AMERICAN EXPRESS CO COM 1,809 18 1.01 19,233
APACHE CORP COM 2,475 -87 (3.41) 38,636
APPLE INC COM 4,174 137 3.41 37,267
AT&T INC COM 340 35 11.36 10,008
AUTOMATIC DATA PROCESSING INC COM 335 -123 (26.82) 3,935
BANK AMER CORP COM 42,423 27 .06 2,359,429
BERKSHIRE HATHAWAY INC DEL CL A 617,253 -1,586 (0.26) 2,725
BERKSHIRE HATHAWAY INC DEL CL B NEW 57,358 -596 (1.03) 378,499
BOEING CO COM 329 329 New 2,506
BOOZ ALLEN HAMILTON HLDG CORP CL A 330 330 New 12,200
BRISTOL MYERS SQUIBB CO COM 606 12 1.94 10,244
CATERPILLAR INC DEL COM 238 33 16.35 2,541
CDK GLOBAL INC COM 54 -20 (26.79) 1,312
CHEVRON CORP NEW COM 7,861 28 .36 69,279