$951 Million is the total value of Lourd Capital, LLC's 113 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $1,409,000 | – | 7,540 | +100.0% | 0.15% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $1,271,000 | – | 11,486 | +100.0% | 0.13% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $979,000 | – | 7,364 | +100.0% | 0.10% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $927,000 | – | 21,653 | +100.0% | 0.10% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $771,000 | – | 6,421 | +100.0% | 0.08% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $712,000 | – | 915 | +100.0% | 0.08% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $527,000 | – | 695 | +100.0% | 0.06% | – |
| ATMP | New | BARCLAYS BK PLCetn+ sel mlp | $281,000 | – | 15,100 | +100.0% | 0.03% | – |
| DD | New | DU PONT E I DE NEMOURS & CO | $271,000 | – | 4,070 | +100.0% | 0.03% | – |
| INTC | New | INTEL CORP | $261,000 | – | 7,566 | +100.0% | 0.03% | – |
| KHC | New | KRAFT HEINZ CO | $256,000 | – | 3,522 | +100.0% | 0.03% | – |
| ESRX | New | EXPRESS SCRIPTS HLDG CO | $244,000 | – | 2,789 | +100.0% | 0.03% | – |
| ORCL | New | ORACLE CORP | $233,000 | – | 6,388 | +100.0% | 0.02% | – |
| MFG | New | MIZUHO FINL GROUP INCsponsored adr | $44,000 | – | 10,972 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 25 | Q2 2019 | 15.0% |
| VANGUARD INDEX FDS | 25 | Q2 2019 | 15.9% |
| COSTCO WHSL CORP NEW | 25 | Q2 2019 | 8.0% |
| EXXON MOBIL CORP | 25 | Q2 2019 | 6.6% |
| WELLS FARGO CO NEW | 25 | Q2 2019 | 12.8% |
| ISHARES TR | 25 | Q2 2019 | 3.3% |
| DAILY JOURNAL CORP | 25 | Q2 2019 | 2.8% |
| CHEVRON CORP NEW | 25 | Q2 2019 | 2.1% |
| INTERNATIONAL BUSINESS MACHS | 25 | Q2 2019 | 2.0% |
| SPDR S&P MIDCAP 400 ETF TR | 25 | Q2 2019 | 1.5% |
View Lourd Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-07-11 |
| 13F-HR | 2019-04-16 |
| 13F-HR | 2019-01-17 |
| 13F-HR | 2018-10-10 |
| 13F-HR | 2018-07-20 |
| 13F-HR | 2018-04-10 |
| 13F-HR | 2018-01-25 |
| 13F-HR | 2017-10-11 |
| 13F-HR | 2017-07-27 |
| 13F-HR | 2017-04-27 |
View Lourd Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.