LOURD CAPITAL, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 109
New Positions 6
Increased Positions 29
Decreased Positions 25
Positions with Activity 54
Sold Out Positions 8
Total Mkt Value (in $ millions) 916

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 0.14%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical 0.43%
Energy 3.89%
Financial 84.28%
Healthcare 0.33%
Services 2.28%
Technology 2.83%
Transportation 2.24%
Utilities 0.25%

109 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
BANC CALIF INC COM -220 Sold Out 0
BANK OF AMERICA CORPORATION 7.25%CNV PFD L -344 Sold Out 0
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN -331 Sold Out 0
RADNET INC COM -88 Sold Out 0
TESLA MTRS INC COM -1,349 Sold Out 0
VANGUARD WHITEHALL FDS INC HIGH DIV YLD -928 Sold Out 0
VANGUARD WORLD FDS ENERGY ETF -1,276 Sold Out 0
VERIZON COMMUNICATIONS INC COM -379 Sold Out 0
GOOGLE INC CL C 266 New 501
GOOGLE INC CL A 269 New 501
INTERCONTINENTALEXCHANGE GROUP COM 331 -2 (0.74) 1,750
ISHARES CORE S&P MCP ETF 241 241 New 1,831
AMAZON COM INC COM 662 -572 (46.36) 2,123
PRAXAIR INC COM 286 New 2,250
CATERPILLAR INC DEL COM 235 235 New 2,315
VANGUARD INDEX FDS LARGE CAP ETF 207 207 New 2,483
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 203 -220 (51.98) 2,614
PEPSICO INC COM 224 New 2,692
BERKSHIRE HATHAWAY INC DEL CL A 511,911 -6,762 (1.3) 2,801
ISHARES RUSSELL 3000 ETF 328 New 3,019


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