Lourd Capital Management

Latest statistics and disclosures from Lourd Capital's latest quarterly 13F-HR filing:

Companies in the Lourd Capital portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berkshire Hathaway (BRK.A) 54.16 2218 274739.86
Berkshire Hathaway (BRK.B) 15.03 922286 183.32
Vanguard Small-Cap Value ETF (VBR) 5.76 506938 +3% 127.79
Vanguard REIT ETF (VNQ) 5.45 737406 +6% 83.09
Bank of America Corporation (BAC) 5.13 2.28M 25.34
Costco Wholesale Corporation (COST) 2.65 181575 164.29
Exxon Mobil Corporation (XOM) 1.80 246989 81.98
Daily Journal Corporation (DJCO) 0.80 41331 218.60
Chevron Corporation (CVX) 0.73 69932 117.50
International Business Machines (IBM) 0.61 46997 145.07
SPDR S&P; MidCap 400 ETF (MDY) 0.55 18890 326.31
Apple (AAPL) 0.47 34550 154.12
Amazon (AMZN) 0.24 2815 961.28
SPDR S&P; 500 ETF (SPY) 0.23 10492 251.24
iShares Russell 2000 Index (IWM) 0.22 16387 148.17
Wells Fargo & Company (WFC) 0.21 42561 55.14
Vanguard Total Stock Market ETF (VTI) 0.20 17288 NEW 129.51
Snap Inc cl a 0.20 155080 NEW 14.54
Microsoft Corporation (MSFT) 0.19 28395 74.48
Nordstrom (JWN) 0.19 45104 47.16
IAC/InterActive (IACI) 0.18 17156 +15% 117.57
ISHARES TR MSCI Small Cap msci small cap 0.17 30398 62.01
American Express Company (AXP) 0.16 19697 90.47
Apache Corporation (APA) 0.16 38723 45.81
General Electric Company (GE) 0.15 71233 -3% 24.17
iShares Barclays TIPS Bond Fund (TIP) 0.15 15231 113.58
Procter & Gamble Company (PG) 0.14 17251 90.95
iShares MSCI EAFE Index Fund (EFA) 0.14 22277 68.50
Coca-Cola Company (KO) 0.13 32500 45.02
Grubhub 0.13 27457 52.66
PowerShares QQQ Trust, Series 1 (QQQQ) 0.12 9031 145.50
Johnson & Johnson (JNJ) 0.11 9864 129.97
3M Company (MMM) 0.10 5117 209.89
Facebook Inc cl a 0.10 6536 +3% 170.90
Alphabet Inc Class C cs 0.10 1194 -4% 958.96
Pfizer (PFE) 0.09 28572 -5% 35.70
Diageo (DEO) 0.09 7646 132.10
Alphabet Inc Class A cs 0.09 1065 973.71
JPMorgan Chase & Co. (JPM) 0.08 9689 +2% 95.47
Bristol Myers Squibb (BMY) 0.08 13800 63.77
AT&T; (T) 0.08 23083 -2% 39.16
MasterCard Incorporated (MA) 0.07 5432 141.20
Hershey Company (HSY) 0.07 6767 109.21
Jp Morgan Alerian Mlp Index 0.07 29784 28.24
Cisco Systems (CSCO) 0.06 19859 +5% 33.64
Pepsi (PEP) 0.06 5696 +3% 111.48
Philip Morris International (PM) 0.06 5599 111.09
Danaher Corporation (DHR) 0.06 7415 +4% 85.77
Accenture 0.06 4613 135.05
iShares Russell 2000 Value Index (IWN) 0.06 5501 124.16
Vanguard Value ETF (VTV) 0.06 7153 99.82
TCW Strategic Income Fund (TSI) 0.06 113840 5.80
Intercontinentalexchange 0.06 9504 68.71
Comcast Corporation (CMCSA) 0.05 13274 +4% 38.50
Eli Lilly & Co. (LLY) 0.05 5984 85.56
IDEXX Laboratories (IDXX) 0.05 3277 155.63
Automatic Data Processing (ADP) 0.05 5530 109.40
Verizon Communications (VZ) 0.05 10547 +6% 49.49
Emerson Electric (EMR) 0.05 9401 +2% 62.87
iShares S&P; 500 Index (IVV) 0.05 2316 253.02
Visa (V) 0.05 5376 105.28
Tesla Motors (TSLA) 0.05 1501 341.11
Abbvie 0.05 6268 88.86
Home Depot (HD) 0.04 2656 -8% 163.40
Walt Disney Company (DIS) 0.04 4151 -2% 98.53
Boeing Company (BA) 0.04 1694 254.43
Morgan Stanley (MS) 0.04 10075 48.14
Lockheed Martin Corporation (LMT) 0.04 1464 -8% 310.11
Altria (MO) 0.04 6619 -5% 63.45
Royal Dutch Shell (RDS.A) 0.04 6912 60.62
United Technologies Corporation (UTX) 0.04 3548 116.12
Oracle Corporation (ORCL) 0.04 9600 48.33
Vanguard Short-Term Bond ETF (BSV) 0.04 5600 79.82
Citigroup Inc 0.04 5751 72.68
Flexshares Tr iboxx 5yr trgt 0.04 19835 25.01
Fidelity National Information Services (FIS) 0.03 3116 93.39
Abbott Laboratories (ABT) 0.03 7127 +3% 53.32
Baxter International (BAX) 0.03 4772 62.66
Intel Corporation (INTC) 0.03 9601 38.12
Raytheon Company (RTN) 0.03 1590 186.79
Thermo Fisher Scientific (TMO) 0.03 1566 189.02
Merck & Co (MRK) 0.03 5783 +3% 63.98
Praxair (PX) 0.03 2481 139.86
Starbucks Corporation (SBUX) 0.03 6704 53.70
priceline.com Incorporated (PCLN) 0.03 195 1830.77
Enbridge Inc 0.03 8188 41.89
iShares Dow Jones US Real Estate (IYR) 0.03 3854 79.92
iShares MSCI Pacific ex-Japan Idx (EPP) 0.03 6718 46.29
MiMedx (MDXG) 0.03 31120 11.89
Tripadvisor 0.03 7503 40.52
Walgreen Boots Alliance 0.03 4501 77.32
Zillow Group Inc Cl C Cap Stk stock 0.03 8038 40.18
Chubb 0.03 2040 +3% 142.65
Broad 0.03 1392 -8% 242.82
Fortive 0.03 5437 +20% 70.81
Discover Financial Services (DFS) 0.02 3668 +2% 64.61
J.B. Hunt Transport Services (JBHT) 0.02 1935 NEW 111.11
Union Pacific Corporation (UNP) 0.02 1789 -35% 115.71
Harley-Davidson (HOG) 0.02 5412 48.23
ConocoPhillips (COP) 0.02 4333 -6% 50.08
Marsh & McLennan Companies (MMC) 0.02 2929 +3% 83.65
NIKE (NKE) 0.02 4271 -23% 51.74
UnitedHealth (UNH) 0.02 1287 195.80
Key (KEY) 0.02 11272 -2% 18.81
Celgene Corporation (CELG) 0.02 1380 NEW 145.65
Church & Dwight (CHD) 0.02 4136 48.36
Kennedy-Wilson Holdings (KW) 0.02 12270 18.58
iShares S&P; SmallCap 600 Index (IJR) 0.02 2840 NEW 74.30
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.02 10621 -27% 22.13
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.02 2100 114.76
Vanguard Russell 1000 Value Et 0.02 2289 103.54
Twitter 0.02 11217 +2% 16.85
Investar Holding 0.02 10000 NEW 24.10
Alj Regional Hldgs Inc 0.01 22750 +57% 3.47
Sirius Xm Holdings 0.01 11507 -2% 5.56

Past 13F-HR SEC Filings by Lourd Capital

View All Filings