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LC
Lourd Capital Portfolio holdings
AUM
$1.08B
1-Year Est. Return
8.79%
This Fund
S&P 500
This Quarter
Est. Return
+5.32%
1 Year Est. Return
+8.79%
3 Year Est. Return
+44.29%
5 Year Est. Return
+63.5%
10 Year Est. Return
–
AUM
$840M
AUM Growth
–
Cap. Flow
+$833M
Cap. Flow
% of AUM
99.07%
Top 10 Holdings %
Top 10 Hldgs %
88.62%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$471M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$52M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$43.7M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$33.1M |
| 5 |
Bank of America
BAC
|
+$30.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 67.66% |
| 2 | Energy | 4.5% |
| 3 | Consumer Staples | 3.21% |
| 4 | Technology | 2.34% |
| 5 | Consumer Discretionary | 1.11% |
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Lourd Capital's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Lourd Capital, which disclosed 105 positions worth $840M. Its ten largest holdings account for 89% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 2,852 shares worth $481M.
By sector, the portfolio is most concentrated in Financials at 68% of assets, followed by Energy and Consumer Staples.
- Lourd Capital's largest Q2 2013 buy was Berkshire Hathaway Class A: 2,852 shares worth $481M.
- Lourd Capital's ten largest holdings make up 89% of its $840M portfolio in Q2 2013.
- Lourd Capital disclosed 105 positions in Q2 2013, its first 13F filing on record.
Based on Lourd Capital's 13F filing for Q2 2013, filed 12 Aug 2013.