$1.05 Billion is the total value of Lourd Capital, LLC's 112 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTV | New | FORTIVE CORP | $286,000 | – | 4,522 | +100.0% | 0.03% | – |
| BAX | New | BAXTER INTL INC | $286,000 | – | 4,726 | +100.0% | 0.03% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $273,000 | – | 1,563 | +100.0% | 0.03% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $236,000 | – | 1,275 | +100.0% | 0.02% | – |
| KEY | New | KEYCORP NEW | $217,000 | – | 11,557 | +100.0% | 0.02% | – |
| CHD | New | CHURCH & DWIGHT INC | $215,000 | – | 4,136 | +100.0% | 0.02% | – |
| SVU | New | SUPERVALU INC | $83,000 | – | 25,246 | +100.0% | 0.01% | – |
| ALJJ | New | ALJ REGIONAL HLDGS INC | $46,000 | – | 14,400 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-27
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.