LOURD CAPITAL, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 129
New Positions 14
Increased Positions 77
Decreased Positions 24
Positions with Activity 101
Sold Out Positions 3
Total Mkt Value (in $ millions) 986

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 0.46%
Energy 3%
Financial 84.39%
Healthcare 0.46%
Services 2.43%
Technology 2.19%
Transportation 2.51%
Utilities 0.26%

129 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
EXPRESS SCRIPTS HLDG CO COM -545 Sold Out 0
INTERSIL CORP CL A -180 Sold Out 0
VANGUARD INDEX FDS LARGE CAP ETF -237 Sold Out 0
GOOGLE INC CL C 309 15 5.16 591
GOOGLE INC CL A 375 14 3.94 686
CHEMOURS CO COM 14 New 821
LOCKHEED MARTIN CORP COM 304 -4 (1.46) 1,625
ISHARES TR CORE S&P MCP ETF 275 New 1,831
INTERCONTINENTAL EXCHANGE INC COM 440 3 .68 1,939
PRAXAIR INC COM 249 7 3.10 2,096
AMAZON COM INC COM 972 23 2.45 2,220
VANGUARD INDEX FDS SMALL CP ETF 271 271 New 2,229
WESTERN DIGITAL CORP COM 201 5 2.48 2,484
CATERPILLAR INC DEL COM 214 -5 (2.16) 2,538
PEPSICO INC COM 247 7 2.75 2,613
BOEING CO COM 368 5 1.43 2,622
BERKSHIRE HATHAWAY INC DEL CL A 544,460 -13,797 (2.47) 2,644
LILLY ELI & CO COM 244 244 New 2,837
ISHARES TR RUS 1000 GRW ETF 283 283 New 2,850
UNITED TECHNOLOGIES CORP COM 317 6 1.83 2,895