LC
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Lourd Capital, LLC13F | |
Lourd Capital, LLC | |
Last update 2019-07-11 | 125 Stocks (7 new) |
Value $1.07 Bil | Turnover 1 % |
Lourd Capital, LLC Top Holdings of 2019-06-30
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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)
Lourd Capital, LLC's Asset Allocation
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 % |
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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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