LC

Lourd Capital, LLC

13F
Lourd Capital, LLC
Last update 2019-07-11 125 Stocks (7 new)
Value $1.07 Bil Turnover 1 %
Countries:
Lourd Capital, LLC Top Holdings of 2019-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.A
Berkshire Hathaway Inc
2,099
668,217.0
0%
62.340
0%
0.140
+1.56%
+27.28%
994,163.7
Insurance
BRK.B
Berkshire Hathaway Inc
461,914
98,466.0
-2.50%
9.190
-0.23%
0.020
+1.83%
+29.36%
994,163.7
Insurance
VBR
Vanguard Small Cap Value ETF
479,334
62,572.0
+0.33%
5.840
+0.02%
0.320
+12.00%
+19.26%
30,304.1
 
BAC
Bank of America Corp
1,197,075
34,715.0
-0.74%
3.240
-0.02%
0.010
+18.81%
+40.34%
353,566.3
Banks
VNQ
Vanguard Real Estate Index Fund ETF
386,481
33,778.0
-2.53%
3.150
-0.09%
0.090
-2.21%
+9.86%
36,256.1
 
COST
Costco Wholesale Corp
106,793
28,221.0
+0.08%
2.630
0%
0.020
+10.62%
+51.57%
440,720.8
Retail - Defensive
XOM
Exxon Mobil Corp
247,215
18,944.0
+0.26%
1.770
0%
0.010
+2.84%
+15.76%
491,899.0
Oil & Gas
CVX
Chevron Corp
80,165
9,976.0
+0.60%
0.930
+0.01%
0.000
+14.45%
+9.24%
278,510.5
Oil & Gas
DJCO
Daily Journal Corp
41,331
9,837.0
0%
0.920
0%
3.000
+24.40%
+67.63%
810.7
Software
WFC
Wells Fargo & Co
178,340
8,439.0
+428.38%
0.790
+0.64%
0.000
+34.03%
+49.31%
238,391.5
Banks

Lourd Capital, LLC's Historical Top Holdings Breakdowns

Lourd Capital, LLC Total Holding History ($B)

To

Lourd Capital, LLC's Asset Allocation

To

Lourd Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Lourd Capital, LLC's Hypothetical Growth since 2019-06-30

Lourd Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lourd Capital, LLC's Holdings Heat Map

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Lourd Capital, LLC's Holdings Bubble Chart

Lourd Capital, LLC News

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