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) 1,016

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.06%
Capital Goods 0.18%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.46%
Energy 2.83%
Financial 84.69%
Healthcare 0.46%
Services 2.43%
Technology 2.14%
Transportation 2.59%
Utilities 0.24%

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 -564 Sold Out 0
INTERSIL CORP CL A -168 Sold Out 0
VANGUARD INDEX FDS LARGE CAP ETF -239 Sold Out 0
GOOGLE INC CL C 371 18 5.16 591
GOOGLE INC CL A 453 17 3.94 686
CHEMOURS CO COM 9 New 821
LOCKHEED MARTIN CORP COM 331 -5 (1.46) 1,625
ISHARES TR CORE S&P MCP ETF 271 New 1,831
INTERCONTINENTAL EXCHANGE INC COM 439 3 .68 1,939
PRAXAIR INC COM 242 7 3.10 2,096
AMAZON COM INC COM 1,168 28 2.45 2,220
VANGUARD INDEX FDS SMALL CP ETF 266 266 New 2,229
WESTERN DIGITAL CORP COM 193 5 2.48 2,484
CATERPILLAR INC DEL COM 197 -4 (2.16) 2,538
PEPSICO INC COM 251 7 2.75 2,613
BOEING CO COM 372 5 1.43 2,622
BERKSHIRE HATHAWAY INC DEL CL A 568,701 -14,411 (2.47) 2,644
LILLY ELI & CO COM 243 243 New 2,837
ISHARES TR RUS 1000 GRW ETF 289 289 New 2,850
UNITED TECHNOLOGIES CORP COM 287 5 1.83 2,895