$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GULTU | Exit | GULF COAST ULTRA DEEP RTY TRroyalty tr unt | $0 | – | -98,784 | -100.0% | -0.00% | – |
| RDNT | Exit | RADNET INC | $0 | – | -18,765 | -100.0% | -0.01% | – |
| FTR | Exit | FRONTIER COMMUNICATIONS CORP | $0 | – | -28,759 | -100.0% | -0.02% | – |
| VXUS | Exit | VANGUARD STAR FDvg tl intl stk f | $0 | – | -5,695 | -100.0% | -0.03% | – |
| ETP | Exit | ENERGY TRANSFER PRTNRS L Punit ltd partn | $0 | – | -6,237 | -100.0% | -0.03% | – |
| Exit | ALPHABET INC CAP STK CL C | $0 | – | -603 | -100.0% | -0.04% | – | |
| Exit | ALPHABET INC CAP STK CL A | $0 | – | -842 | -100.0% | -0.06% | – | |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -38,972 | -100.0% | -0.12% | – |
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.