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 ▲
IDEXX LABS INC COM -247 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -171 Sold Out 0
NIKE INC CL B -253 Sold Out 0
SPDR GOLD TRUST GOLD SHS -503 Sold Out 0
TARGET CORP COM -269 Sold Out 0
GOOGLE INC CL C 282 40 16.34 534
GOOGLE INC CL A 323 77 31.22 601
CDK GLOBAL INC COM 54 -20 (26.79) 1,312
LOCKHEED MARTIN CORP COM 317 70 28.28 1,615
ISHARES TR CORE S&P MCP ETF 267 New 1,831
INTERCONTINENTAL EXCHANGE INC COM 426 26 6.42 1,922
PRAXAIR INC COM 266 1 .45 2,021
AMAZON COM INC COM 631 33 5.53 2,082
PEPSICO INC COM 232 -214 (47.93) 2,391
VANGUARD INDEX FDS LARGE CAP ETF 237 New 2,483
BOEING CO COM 329 329 New 2,506
CATERPILLAR INC DEL COM 238 33 16.35 2,541
WESTERN DIGITAL CORP COM 303 303 New 2,682
BERKSHIRE HATHAWAY INC DEL CL A 617,253 -1,586 (0.26) 2,725
DU PONT E I DE NEMOURS & CO COM 219 219 New 2,926


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