- New Purchases: LGF.B, VEA, VTV, VWO, CTAS,
- Added Positions: VBR, VTI, GE, TXN,
- Reduced Positions: WFC, BAC, BRK.A, VNQ, AAPL, BRK.B, COST, VSS, PG, JPM, AXP, VZ, PFE, JNJ, RDS.A, PM, AMZN, MCD, CVX, BMY, GOOGL, NFLX, MSFT, UTX, DWDP, DHR, APA, MRK, V, NKE, ABBV, COP, ICE, HD, XOM, TMO, DIS, PEP, KO, UNH, ABT, VRTX, GOOG, ADP, CME, BA, IVV, UNP, MA, Z, ZTS, NOW, FB, VER, FTV, AVGO, ADBE, T, GRUB, SBUX, MS, LLY, LOW, LYG, HSY, HON, INTC, IBM, MMM, CMCSA, BKNG, JWN, CRM, CSCO, ORCL, TWTR, IWD, IWF, EFA, CB, SCZ, IJH, IEMG, AMJ, TSLA, MMC, EMR, C, RTN, SIRI, WM, BAX, DFS, AMT, IDXX,
- Sold Out: AFL, USB, VT, VYM, VXF, GVI, L, ACWI, CNQ, NVS, HSBC, MDLZ, LMT, KMB, SPG, TM, VOO, ADM, CAT, TOT, WMT, WBA, TECK, IEFA, PLD, AMAT, AZN, BP, BSX, EIX, ENB, NVDA, SRE, AON, BNS, FIS, FISV, HUM, IR, MUFG, ORLY, PKX, PSA, RY, STI, TGT, TD, VLO, ACN, ATVI, AMGN, APH, ADSK, AVB, SAN, CNC, CHD, CMA, DECK, DE, DLR, EQR, GSK, WELL, ILMN, IP, INTU, JCI, KEY, LVS, MAR, NRG, PPG, ROST, SNY, SLB, LUV, UN, VFC, VTR, FOXA, DAL, BACPL.PFD, OCSI, KHC, RACE, SDY, AES, A, ARE, MO, AEE, AMP, ABC, AZO, BHP, BDX, BXP, BTI, BAM, CVS, LNG, CLX, CMI, DB, DVN, DLTR, ELS, ESS, EXR, NEE, IT, GILD, HIG, HCP, HFC, HMC, HST, IEX, JKHY, KR, LRCX, MAA, MCO, NMR, ES, OMC, OTEX, IX, PCAR, PH, PUK, QGEN, QCOM, O, RF, RSG, ROK, RCI, SNE, STRS, SU, SYMC, SNPS, TJX, TFX, UDR, VNO, WPP, ANTM, EVRG, ZBRA, BBL, QRTEA, LDOS, MFG, MSCI, CGN, TOCB, ARRJ, BUD, LEA, MPC, ZG, XYL, WP, PSX, FANG, ALLE, PYPL, LW, DVY, IBB, AEG, BBVA, GOLD, CTL, FCX, ING, NYCB, NOK, TI, TI.A, SMFG, ICL, ZNGA, ADT, TRQ, TAHO,
For the details of Lourd Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lourd+capital%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Lourd Capital, LLC- Berkshire Hathaway Inc (BRK.A) - 2,099 shares, 62.31% of the total portfolio. Shares reduced by 3.18%
- Berkshire Hathaway Inc (BRK.B) - 473,773 shares, 9.38% of the total portfolio. Shares reduced by 5%
- Vanguard Small-Cap Value (VBR) - 477,761 shares, 6.06% of the total portfolio. Shares added by 2.95%
- Vanguard Real Estate (VNQ) - 396,507 shares, 3.40% of the total portfolio. Shares reduced by 22.6%
- Bank of America Corporation (BAC) - 1,205,958 shares, 3.28% of the total portfolio. Shares reduced by 65.86%
Lourd Capital, LLC initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $36.75 and $41.54, with an estimated average price of $39.92. The stock is now traded at around $42.03. The impact to a portfolio due to this purchase was 0.04%. The holding were 10,540 shares as of .
New Purchase: Lions Gate Entertainment Corp (LGF.B)Lourd Capital, LLC initiated holding in Lions Gate Entertainment Corp. The purchase prices were between $13.94 and $17.92, with an estimated average price of $15.69. The stock is now traded at around $15.14. The impact to a portfolio due to this purchase was 0.04%. The holding were 28,000 shares as of .
New Purchase: Vanguard FTSE Emerging Markets (VWO)Lourd Capital, LLC initiated holding in Vanguard FTSE Emerging Markets. The purchase prices were between $37.67 and $43.15, with an estimated average price of $41.12. The stock is now traded at around $43.85. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,625 shares as of .
New Purchase: Vanguard Value (VTV)Lourd Capital, LLC initiated holding in Vanguard Value. The purchase prices were between $96.19 and $109.3, with an estimated average price of $105.18. The stock is now traded at around $110.10. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,024 shares as of .
New Purchase: Cintas Corp (CTAS)Lourd Capital, LLC initiated holding in Cintas Corp. The purchase prices were between $164.81 and $208.35, with an estimated average price of $193.28. The stock is now traded at around $209.39. The impact to a portfolio due to this purchase was 0.02%. The holding were 991 shares as of .
Sold Out: Aflac Inc (AFL)Lourd Capital, LLC sold out a holding in Aflac Inc. The sale prices were between $44.37 and $50.25, with an estimated average price of $48.16.
Sold Out: US Bancorp (USB)Lourd Capital, LLC sold out a holding in US Bancorp. The sale prices were between $45.7 and $52.45, with an estimated average price of $50.1.
Sold Out: Vanguard Total World Stock Index (VT)Lourd Capital, LLC sold out a holding in Vanguard Total World Stock Index. The sale prices were between $64.36 and $74.23, with an estimated average price of $70.89.
Sold Out: Vanguard High Dividend Yield (VYM)Lourd Capital, LLC sold out a holding in Vanguard High Dividend Yield. The sale prices were between $76.7 and $86.72, with an estimated average price of $83.44.
Sold Out: Vanguard Extended Market (VXF)Lourd Capital, LLC sold out a holding in Vanguard Extended Market. The sale prices were between $97.99 and $117.65, with an estimated average price of $112.04.
Sold Out: iShares Intermediate Government/Credit Bond (GVI)Lourd Capital, LLC sold out a holding in iShares Intermediate Government/Credit Bond. The sale prices were between $108.03 and $110.44, with an estimated average price of $108.89.
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