Lourd Capital, LLC - Q1 2018 holdings

$744 Million is the total value of Lourd Capital, LLC's 119 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 69.4% .

 Value Shares↓ Weighting
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$187,054,000
+0.1%
937,708
-0.6%
25.14%
+106.6%
BAC SellBANK AMER CORP$137,074,000
+0.5%
4,570,666
-1.0%
18.42%
+107.6%
WFC SellWELLS FARGO CO NEW$86,337,000
-13.7%
1,647,339
-0.1%
11.60%
+78.1%
VBR BuyVANGUARD INDEX FDSsm cp val etf$66,557,000
-1.5%
514,273
+1.1%
8.94%
+103.4%
VNQ SellVANGUARD INDEX FDSreal estate etf$39,443,000
-37.7%
522,628
-31.6%
5.30%
+28.5%
COST BuyCOSTCO WHSL CORP NEW$36,981,000
+1.4%
196,261
+0.1%
4.97%
+109.3%
XOM SellEXXON MOBIL CORP$18,710,000
-14.0%
250,766
-3.6%
2.51%
+77.5%
AAPL BuyAPPLE INC$12,742,000
+3.5%
75,944
+4.4%
1.71%
+113.5%
DJCO  DAILY JOURNAL CORP$9,444,000
-0.7%
41,3310.0%1.27%
+105.0%
CVX BuyCHEVRON CORP NEW$9,223,000
-5.4%
80,873
+3.8%
1.24%
+95.1%
IBM SellINTERNATIONAL BUSINESS MACHS$7,393,000
-1.1%
48,183
-1.1%
0.99%
+104.5%
USB BuyUS BANCORP DEL$7,261,000
-5.7%
143,780
+0.0%
0.98%
+94.8%
AFL BuyAFLAC INC$6,639,000
-0.3%
151,717
+100.1%
0.89%
+106.0%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$6,455,000
-1.1%
18,8900.0%0.87%
+104.0%
SNAP BuySNAP INCcl a$3,695,000
+63.1%
232,807
+50.1%
0.50%
+238.1%
AXP SellAMERICAN EXPRESS CO$3,520,000
-6.4%
37,734
-0.3%
0.47%
+93.1%
MSFT BuyMICROSOFT CORP$3,431,000
+8.0%
37,597
+1.2%
0.46%
+122.7%
PG SellPROCTER AND GAMBLE CO$3,372,000
-16.8%
42,531
-3.5%
0.45%
+71.6%
JPM SellJPMORGAN CHASE & CO$3,153,000
+2.5%
28,669
-0.3%
0.42%
+112.0%
SPY BuySPDR S&P 500 ETF TRtr unit$2,771,000
-1.0%
10,531
+0.4%
0.37%
+104.4%
JNJ SellJOHNSON & JOHNSON$2,702,000
-9.6%
21,082
-1.4%
0.36%
+87.1%
IAC  IAC INTERACTIVECORP$2,692,000
+27.9%
17,2120.0%0.36%
+164.2%
VYM  VANGUARD WHITEHALL FDS INChigh div yld$2,660,000
-3.7%
32,2500.0%0.36%
+98.3%
IWM  ISHARES TRrussell 2000 etf$2,488,000
-0.4%
16,3870.0%0.33%
+104.9%
BMY SellBRISTOL MYERS SQUIBB CO$2,333,000
+3.0%
36,891
-0.2%
0.31%
+113.6%
PM BuyPHILIP MORRIS INTL INC$2,327,000
-5.8%
23,413
+0.2%
0.31%
+94.4%
JWN SellNORDSTROM INC$2,270,000
+1.2%
46,887
-1.0%
0.30%
+108.9%
APA SellAPACHE CORP$2,258,000
-12.3%
58,683
-3.8%
0.30%
+80.4%
VTI SellVANGUARD INDEX FDStotal stk mkt$2,246,000
-1.1%
16,547
-0.1%
0.30%
+104.1%
RDSA SellROYAL DUTCH SHELL PLCspons adr a$2,215,000
-7.1%
34,714
-2.9%
0.30%
+92.3%
MCD BuyMCDONALDS CORP$2,178,000
-9.0%
13,928
+0.1%
0.29%
+87.8%
PFE BuyPFIZER INC$2,153,000
-1.7%
60,658
+0.3%
0.29%
+102.1%
SCZ SellISHARES TReafe sml cp etf$1,981,000
+1.0%
30,383
-0.0%
0.27%
+107.8%
VZ SellVERIZON COMMUNICATIONS INC$1,850,000
-11.4%
38,681
-1.9%
0.25%
+83.1%
HSBC SellHSBC HLDGS PLCspon adr new$1,806,000
-7.7%
37,876
-0.0%
0.24%
+91.3%
L BuyLOEWS CORP$1,758,000
-0.6%
35,360
+0.1%
0.24%
+105.2%
TIP  ISHARES TRtips bd etf$1,717,000
-0.9%
15,1900.0%0.23%
+104.4%
CNQ SellCANADIAN NAT RES LTD$1,631,000
-12.1%
51,828
-0.2%
0.22%
+81.0%
DWDP SellDOWDUPONT INC$1,595,000
-11.7%
25,031
-1.4%
0.21%
+81.4%
NVS SellNOVARTIS A Gsponsored adr$1,576,000
-6.5%
19,497
-2.9%
0.21%
+92.7%
EFA SellISHARES TRmsci eafe etf$1,403,000
-14.6%
20,141
-13.8%
0.19%
+76.6%
DHR BuyDANAHER CORP DEL$1,341,000
+6.3%
13,700
+0.8%
0.18%
+119.5%
KO SellCOCA COLA CO$1,302,000
-20.1%
29,979
-15.6%
0.18%
+65.1%
DIS SellDISNEY WALT CO$1,171,000
-8.6%
11,657
-2.2%
0.16%
+89.2%
TTE SellTOTAL S Asponsored adr$1,162,000
+3.8%
20,142
-0.6%
0.16%
+113.7%
TECK SellTECK RESOURCES LTDcl b$1,149,000
-3.8%
44,590
-2.3%
0.15%
+97.4%
ICE BuyINTERCONTINENTAL EXCHANGE IN$1,122,000
+3.2%
15,472
+0.5%
0.15%
+112.7%
MDLZ SellMONDELEZ INTL INCcl a$1,102,000
-3.3%
26,414
-0.9%
0.15%
+100.0%
AMJ SellJPMORGAN CHASE & COalerian ml etn$1,089,000
-12.7%
45,359
-0.1%
0.15%
+80.2%
AMAT SellAPPLIED MATLS INC$1,080,000
+5.9%
19,424
-2.6%
0.14%
+119.7%
CSCO BuyCISCO SYS INC$1,065,000
+13.1%
24,839
+1.0%
0.14%
+134.4%
TSG BuySTARS GROUP INC$1,061,000
+203.1%
38,520
+156.8%
0.14%
+521.7%
Z BuyZILLOW GROUP INCcl c cap stk$1,037,000
+58.8%
19,270
+20.7%
0.14%
+223.3%
T SellAT&T INC$972,000
-10.7%
27,276
-2.6%
0.13%
+84.5%
BP BuyBP PLCsponsored adr$974,000
-3.1%
24,015
+0.4%
0.13%
+101.5%
WBA SellWALGREENS BOOTS ALLIANCE INC$971,000
-11.6%
14,831
-2.0%
0.13%
+80.6%
ENB BuyENBRIDGE INC$943,000
+21.1%
29,964
+50.5%
0.13%
+149.0%
GE SellGENERAL ELECTRIC CO$881,000
-28.4%
65,331
-7.3%
0.12%
+47.5%
RY SellROYAL BK CDA MONTREAL QUE$880,000
-7.9%
11,383
-2.8%
0.12%
+90.3%
BNS SellBANK N S HALIFAX$874,000
-4.7%
14,167
-0.3%
0.12%
+95.0%
TD SellTORONTO DOMINION BK ONT$873,000
-3.1%
15,359
-0.2%
0.12%
+98.3%
MUFG SellMITSUBISHI UFJ FINL GROUP INsponsored ads$843,000
-9.1%
126,916
-0.4%
0.11%
+88.3%
ADM BuyARCHER DANIELS MIDLAND CO$805,000
+8.3%
18,553
+0.1%
0.11%
+125.0%
SAN SellBANCO SANTANDER SAadr$786,000
-0.8%
120,014
-0.9%
0.11%
+103.8%
AZN SellASTRAZENECA PLCsponsored adr$782,000
-1.1%
22,367
-1.9%
0.10%
+105.9%
MRK SellMERCK & CO INC$776,000
-7.1%
14,250
-4.0%
0.10%
+92.6%
INTC BuyINTEL CORP$765,000
+22.0%
14,696
+8.2%
0.10%
+151.2%
EIX BuyEDISON INTL$755,000
+2.7%
11,856
+2.0%
0.10%
+110.4%
TGT SellTARGET CORP$726,000
-4.3%
10,453
-10.1%
0.10%
+100.0%
WBK SellWESTPAC BKG CORPsponsored adr$722,000
-12.9%
32,546
-4.3%
0.10%
+79.6%
MS BuyMORGAN STANLEY$722,000
+3.1%
13,381
+0.2%
0.10%
+110.9%
COP BuyCONOCOPHILLIPS$699,000
+11.0%
11,786
+2.6%
0.09%
+129.3%
STI BuySUNTRUST BKS INC$684,000
+5.4%
10,050
+0.0%
0.09%
+119.0%
IEFA NewISHARES TRcore msci eafe$685,00010,399
+100.0%
0.09%
ABT SellABBOTT LABS$657,000
+4.6%
10,970
-0.3%
0.09%
+114.6%
TSI  TCW STRATEGIC INCOME FUND IN$634,000
-5.1%
113,8400.0%0.08%
+97.7%
PLD SellPROLOGIS INC$630,000
-60.3%
10,002
-59.3%
0.08%
-17.5%
ORCL SellORACLE CORP$615,000
-8.6%
13,446
-5.5%
0.08%
+88.6%
BBVA SellBANCO BILBAO VIZCAYA ARGENTAsponsored adr$604,000
-7.8%
76,418
-0.9%
0.08%
+88.4%
SBUX SellSTARBUCKS CORP$590,000
-4.4%
10,193
-5.2%
0.08%
+97.5%
LYG SellLLOYDS BANKING GROUP PLCsponsored adr$575,000
-1.2%
154,480
-0.5%
0.08%
+102.6%
DCMYY BuyNTT DOCOMO INCspons adr$527,000
+14.6%
20,620
+6.5%
0.07%
+136.7%
EPD NewENTERPRISE PRODS PARTNERS L$529,00021,600
+100.0%
0.07%
CS SellCREDIT SUISSE GROUPsponsored adr$527,000
-6.1%
31,392
-0.0%
0.07%
+91.9%
MT SellARCELORMITTAL SA LUXEMBOURGny registry sh$520,000
-1.5%
16,340
-0.1%
0.07%
+105.9%
BBL SellBHP BILLITON PLCsponsored adr$521,000
-3.2%
13,124
-1.7%
0.07%
+100.0%
CMCSA SellCOMCAST CORP NEWcl a$507,000
-27.1%
14,851
-14.4%
0.07%
+51.1%
KEY BuyKEYCORP NEW$489,000
-3.0%
24,995
+0.0%
0.07%
+100.0%
JCI SellJOHNSON CTLS INTL PLC$491,000
-10.4%
13,937
-3.0%
0.07%
+83.3%
VOD BuyVODAFONE GROUP PLC NEWsponsored adr$480,000
-1.6%
17,262
+12.7%
0.06%
+103.1%
TDTF  FLEXSHARES TRiboxx 5yr trgt$485,000
-0.8%
19,6080.0%0.06%
+103.1%
CAJ SellCANON INCsponsored adr$473,000
-11.3%
12,965
-9.0%
0.06%
+82.9%
MFG BuyMIZUHO FINL GROUP INCsponsored adr$472,000
+12.4%
127,552
+10.6%
0.06%
+133.3%
BSX BuyBOSTON SCIENTIFIC CORP$468,000
+10.4%
17,144
+0.1%
0.06%
+125.0%
NMR SellNOMURA HLDGS INCsponsored adr$438,000
+0.5%
74,838
-0.1%
0.06%
+110.7%
GSK SellGLAXOSMITHKLINE PLCsponsored adr$438,000
-32.9%
11,214
-39.1%
0.06%
+37.2%
HMC BuyHONDA MOTOR LTD$432,000
+5.6%
12,431
+3.7%
0.06%
+114.8%
SU SellSUNCOR ENERGY INC NEW$401,000
-7.0%
11,624
-1.0%
0.05%
+92.9%
E SellENI S P Asponsored adr$390,000
+6.0%
11,051
-0.2%
0.05%
+116.7%
TWTR BuyTWITTER INC$371,000
+22.4%
12,789
+1.2%
0.05%
+150.0%
RF SellREGIONS FINL CORP NEW$341,000
+7.2%
18,357
-0.2%
0.05%
+119.0%
BCS BuyBARCLAYS PLCadr$334,000
+19.7%
28,239
+10.5%
0.04%
+150.0%
DVN SellDEVON ENERGY CORP NEW$318,000
-23.4%
10,013
-0.2%
0.04%
+59.3%
ING SellING GROEP N Vsponsored adr$321,000
-19.3%
18,966
-12.0%
0.04%
+65.4%
FCX BuyFREEPORT-MCMORAN INCcl b$293,000
-3.9%
16,648
+3.4%
0.04%
+95.0%
SYMC SellSYMANTEC CORP$291,000
-10.5%
11,270
-2.6%
0.04%
+85.7%
QRTEA NewLIBERTY INTERACTIVE CORP$275,00010,939
+100.0%
0.04%
ORAN BuyORANGEsponsored adr$260,000
+11.6%
15,245
+13.8%
0.04%
+133.3%
ISTR  INVESTAR HLDG CORP$259,000
+7.5%
10,0000.0%0.04%
+118.8%
AEG  AEGON N Vny registry sh$256,000
+7.6%
37,7860.0%0.03%
+126.7%
OCSI NewOAKTREE STRATEGIC INCOME COR$237,00030,000
+100.0%
0.03%
EVT  EATON VANCE TAX ADVT DIV INC$233,000
-5.7%
10,6210.0%0.03%
+93.8%
TEVA BuyTEVA PHARMACEUTICAL INDS LTDsponsored adr$227,000
-7.7%
13,308
+2.4%
0.03%
+93.8%
HST SellHOST HOTELS & RESORTS INC$233,000
-59.1%
12,509
-56.4%
0.03%
-16.2%
UBS BuyUBS GROUP AG$227,000
-1.3%
12,870
+3.1%
0.03%
+106.7%
MDXG BuyMIMEDX GROUP INC$226,000
-44.1%
32,436
+1.2%
0.03%
+15.4%
GOLD BuyBARRICK GOLD CORP$222,000
-12.6%
17,856
+1.7%
0.03%
+76.5%
KW SellKENNEDY-WILSON HLDGS INC$218,0000.0%12,548
-0.3%
0.03%
+107.1%
GGP SellGGP INC$208,000
-59.1%
10,156
-53.3%
0.03%
-15.2%
ALJJ ExitALJ REGIONAL HLDGS INC$0-13,750
-100.0%
-0.00%
NOK ExitNOKIA CORPsponsored adr$0-12,676
-100.0%
-0.00%
CDR ExitCEDAR REALTY TRUST INC$0-12,262
-100.0%
-0.01%
SIRI ExitSIRIUS XM HLDGS INC$0-14,222
-100.0%
-0.01%
CHK ExitCHESAPEAKE ENERGY CORP$0-22,441
-100.0%
-0.01%
ERIC ExitERICSSONadr b sek 10$0-13,124
-100.0%
-0.01%
DDR ExitDDR CORP$0-15,138
-100.0%
-0.01%
RBS ExitROYAL BK SCOTLAND GROUP PLCspons adr 2 ord$0-17,144
-100.0%
-0.01%
TIAIY ExitTELECOM ITALIA S P A NEWspon adr svgs$0-21,962
-100.0%
-0.01%
RIG ExitTRANSOCEAN LTD$0-17,293
-100.0%
-0.01%
MPW ExitMEDICAL PPTYS TRUST INC$0-13,325
-100.0%
-0.01%
SIVB ExitSVB FINL GROUP$0-886
-100.0%
-0.01%
IT ExitGARTNER INC$0-1,655
-100.0%
-0.01%
LW ExitLAMB WESTON HLDGS INC$0-3,624
-100.0%
-0.01%
CCJ ExitCAMECO CORP$0-20,966
-100.0%
-0.01%
OHI ExitOMEGA HEALTHCARE INVS INC$0-7,320
-100.0%
-0.01%
SMFG ExitSUMITOMO MITSUI FINL GROUP Isponsored adr$0-23,664
-100.0%
-0.01%
SRC ExitSPIRIT RLTY CAP INC NEW$0-24,051
-100.0%
-0.01%
TMK ExitTORCHMARK CORP$0-2,270
-100.0%
-0.01%
SHO ExitSUNSTONE HOTEL INVS INC NEW$0-12,351
-100.0%
-0.01%
CXW ExitCORECIVIC INC$0-8,950
-100.0%
-0.01%
NBL ExitNOBLE ENERGY INC$0-6,972
-100.0%
-0.01%
NGG ExitNATIONAL GRID PLCsponsored adr ne$0-3,494
-100.0%
-0.01%
LLL ExitL3 TECHNOLOGIES INC$0-1,016
-100.0%
-0.01%
EPR ExitEPR PPTYS$0-3,097
-100.0%
-0.01%
HFC ExitHOLLYFRONTIER CORP$0-4,048
-100.0%
-0.01%
PRGO ExitPERRIGO CO PLC$0-2,482
-100.0%
-0.01%
CELG ExitCELGENE CORP$0-2,046
-100.0%
-0.01%
TCO ExitTAUBMAN CTRS INC$0-3,338
-100.0%
-0.01%
TRV ExitTRAVELERS COMPANIES INC$0-1,614
-100.0%
-0.01%
CLX ExitCLOROX CO DEL$0-1,415
-100.0%
-0.01%
MTD ExitMETTLER TOLEDO INTERNATIONAL$0-341
-100.0%
-0.01%
SIR ExitSELECT INCOME REIT$0-8,670
-100.0%
-0.01%
TSN ExitTYSON FOODS INCcl a$0-2,727
-100.0%
-0.01%
FRT ExitFEDERAL REALTY INVT TRsh ben int new$0-1,590
-100.0%
-0.01%
HSNI ExitHSN INC$0-5,157
-100.0%
-0.01%
MGA ExitMAGNA INTL INC$0-3,844
-100.0%
-0.01%
COL ExitROCKWELL COLLINS INC$0-1,598
-100.0%
-0.01%
MSCI ExitMSCI INC$0-1,728
-100.0%
-0.01%
NNN ExitNATIONAL RETAIL PPTYS INC$0-5,042
-100.0%
-0.01%
INGR ExitINGREDION INC$0-1,552
-100.0%
-0.01%
CE ExitCELANESE CORP DEL$0-2,067
-100.0%
-0.01%
MU ExitMICRON TECHNOLOGY INC$0-5,124
-100.0%
-0.01%
MFC ExitMANULIFE FINL CORP$0-10,043
-100.0%
-0.01%
OMC ExitOMNICOM GROUP INC$0-3,019
-100.0%
-0.01%
ALLE ExitALLEGION PUB LTD CO$0-2,750
-100.0%
-0.01%
ALXN ExitALEXION PHARMACEUTICALS INC$0-1,847
-100.0%
-0.01%
LUMN ExitCENTURYLINK INC$0-13,315
-100.0%
-0.01%
VER ExitVEREIT INC$0-27,763
-100.0%
-0.01%
XYL ExitXYLEM INC$0-3,248
-100.0%
-0.01%
ANTM ExitANTHEM INC$0-939
-100.0%
-0.01%
SCHW ExitSCHWAB CHARLES CORP NEW$0-4,050
-100.0%
-0.01%
JBHT ExitHUNT J B TRANS SVCS INC$0-1,985
-100.0%
-0.02%
QGEN ExitQIAGEN NV$0-7,214
-100.0%
-0.02%
WYND ExitWYNDHAM WORLDWIDE CORP$0-1,995
-100.0%
-0.02%
UL ExitUNILEVER PLCspon adr new$0-4,022
-100.0%
-0.02%
HPT ExitHOSPITALITY PPTYS TR$0-7,670
-100.0%
-0.02%
VRTX ExitVERTEX PHARMACEUTICALS INC$0-1,552
-100.0%
-0.02%
MPC ExitMARATHON PETE CORP$0-3,428
-100.0%
-0.02%
DECK ExitDECKERS OUTDOOR CORP$0-2,873
-100.0%
-0.02%
CNI ExitCANADIAN NATL RY CO$0-2,788
-100.0%
-0.02%
WRI ExitWEINGARTEN RLTY INVSsh ben int$0-7,083
-100.0%
-0.02%
PNC ExitPNC FINL SVCS GROUP INC$0-1,630
-100.0%
-0.02%
WDC ExitWESTERN DIGITAL CORP$0-2,935
-100.0%
-0.02%
EFX ExitEQUIFAX INC$0-2,057
-100.0%
-0.02%
BMO ExitBANK MONTREAL QUE$0-3,020
-100.0%
-0.02%
KR ExitKROGER CO$0-8,842
-100.0%
-0.02%
IJR ExitISHARES TRcore s&p scp etf$0-3,260
-100.0%
-0.02%
ES ExitEVERSOURCE ENERGY$0-3,978
-100.0%
-0.02%
VIAB ExitVIACOM INC NEWcl b$0-8,171
-100.0%
-0.02%
SUI ExitSUN CMNTYS INC$0-2,688
-100.0%
-0.02%
IRM ExitIRON MTN INC NEW$0-6,424
-100.0%
-0.02%
VSS ExitVANGUARD INTL EQUITY INDEX Fftse smcap etf$0-2,100
-100.0%
-0.02%
CLNS ExitCOLONY NORTHSTAR INC$0-21,211
-100.0%
-0.02%
VONV ExitVANGUARD SCOTTSDALE FDSvng rus1000val$0-2,314
-100.0%
-0.02%
NEE ExitNEXTERA ENERGY INC$0-1,594
-100.0%
-0.02%
CBS ExitCBS CORP NEWcl b$0-4,220
-100.0%
-0.02%
TJX ExitTJX COS INC NEW$0-3,280
-100.0%
-0.02%
FR ExitFIRST INDUSTRIAL REALTY TRUS$0-7,764
-100.0%
-0.02%
CI ExitCIGNA CORPORATION$0-1,197
-100.0%
-0.02%
ZG ExitZILLOW GROUP INCcl a$0-6,359
-100.0%
-0.02%
ADBE ExitADOBE SYS INC$0-1,527
-100.0%
-0.02%
TRI ExitTHOMSON REUTERS CORP$0-6,055
-100.0%
-0.02%
WM ExitWASTE MGMT INC DEL$0-2,970
-100.0%
-0.02%
TPX ExitTEMPUR SEALY INTL INC$0-4,084
-100.0%
-0.02%
DOV ExitDOVER CORP$0-2,537
-100.0%
-0.02%
AZO ExitAUTOZONE INC$0-371
-100.0%
-0.02%
BHP ExitBHP BILLITON LTDsponsored adr$0-5,764
-100.0%
-0.02%
FIZZ ExitNATIONAL BEVERAGE CORP$0-2,691
-100.0%
-0.02%
HCP ExitHCP INC$0-9,926
-100.0%
-0.02%
PFG ExitPRINCIPAL FINL GROUP INC$0-3,715
-100.0%
-0.02%
ESRX ExitEXPRESS SCRIPTS HLDG CO$0-3,459
-100.0%
-0.02%
TFX ExitTELEFLEX INC$0-1,071
-100.0%
-0.02%
TRIP ExitTRIPADVISOR INC$0-7,631
-100.0%
-0.02%
RLJ ExitRLJ LODGING TR$0-12,204
-100.0%
-0.02%
GILD ExitGILEAD SCIENCES INC$0-3,592
-100.0%
-0.02%
PYPL ExitPAYPAL HLDGS INC$0-3,525
-100.0%
-0.02%
HOG ExitHARLEY DAVIDSON INC$0-5,442
-100.0%
-0.02%
MMC ExitMARSH & MCLENNAN COS INC$0-3,328
-100.0%
-0.02%
NRG ExitNRG ENERGY INC$0-9,531
-100.0%
-0.02%
ABC ExitAMERISOURCEBERGEN CORP$0-3,026
-100.0%
-0.02%
ADSK ExitAUTODESK INC$0-2,692
-100.0%
-0.02%
GS ExitGOLDMAN SACHS GROUP INC$0-1,079
-100.0%
-0.02%
A ExitAGILENT TECHNOLOGIES INC$0-4,178
-100.0%
-0.02%
IJH ExitISHARES TRcore s&p mcp etf$0-1,575
-100.0%
-0.02%
OTEX ExitOPEN TEXT CORP$0-8,251
-100.0%
-0.02%
BAX ExitBAXTER INTL INC$0-4,407
-100.0%
-0.02%
IEX ExitIDEX CORP$0-2,259
-100.0%
-0.02%
JKHY ExitHENRY JACK & ASSOC INC$0-2,452
-100.0%
-0.02%
VNTV ExitVANTIV INCcl a$0-4,045
-100.0%
-0.02%
LNC ExitLINCOLN NATL CORP IND$0-3,750
-100.0%
-0.02%
DCT ExitDCT INDUSTRIAL TRUST INC$0-5,064
-100.0%
-0.02%
STRS ExitSTRATUS PPTYS INC$0-9,756
-100.0%
-0.02%
QCOM ExitQUALCOMM INC$0-4,470
-100.0%
-0.02%
LNG ExitCHENIERE ENERGY INC$0-5,369
-100.0%
-0.02%
KRC ExitKILROY RLTY CORP$0-3,884
-100.0%
-0.02%
IX ExitORIX CORPsponsored adr$0-3,686
-100.0%
-0.02%
LDOS ExitLEIDOS HLDGS INC$0-4,664
-100.0%
-0.02%
IYR ExitISHARES TRu.s. real es etf$0-3,854
-100.0%
-0.02%
DEI ExitDOUGLAS EMMETT INC$0-7,603
-100.0%
-0.02%
HON ExitHONEYWELL INTL INC$0-2,043
-100.0%
-0.02%
UNP ExitUNION PAC CORP$0-2,334
-100.0%
-0.02%
TXN ExitTEXAS INSTRS INC$0-2,966
-100.0%
-0.02%
ILMN ExitILLUMINA INC$0-1,420
-100.0%
-0.02%
APTS ExitPREFERRED APT CMNTYS INC$0-14,905
-100.0%
-0.02%
DLTR ExitDOLLAR TREE INC$0-2,796
-100.0%
-0.02%
AMGN ExitAMGEN INC$0-1,806
-100.0%
-0.02%
ATVI ExitACTIVISION BLIZZARD INC$0-4,874
-100.0%
-0.02%
PH ExitPARKER HANNIFIN CORP$0-1,612
-100.0%
-0.02%
CNC ExitCENTENE CORP DEL$0-3,214
-100.0%
-0.02%
ORLY ExitO REILLY AUTOMOTIVE INC NEW$0-1,367
-100.0%
-0.02%
HIG ExitHARTFORD FINL SVCS GROUP INC$0-5,729
-100.0%
-0.02%
NVO ExitNOVO-NORDISK A Sadr$0-6,023
-100.0%
-0.02%
DFS ExitDISCOVER FINL SVCS$0-4,133
-100.0%
-0.02%
MCO ExitMOODYS CORP$0-2,178
-100.0%
-0.02%
BAM ExitBROOKFIELD ASSET MGMT INCcl a ltd vt sh$0-7,470
-100.0%
-0.02%
BUD ExitANHEUSER BUSCH INBEV SA/NVsponsored adr$0-2,925
-100.0%
-0.02%
DE ExitDEERE & CO$0-2,103
-100.0%
-0.02%
PCAR ExitPACCAR INC$0-4,576
-100.0%
-0.02%
EPP ExitISHARES INCmsci pac jp etf$0-6,718
-100.0%
-0.02%
ROK ExitROCKWELL AUTOMATION INC$0-1,654
-100.0%
-0.02%
CHD ExitCHURCH & DWIGHT INC$0-6,779
-100.0%
-0.02%
EXR ExitEXTRA SPACE STORAGE INC$0-3,984
-100.0%
-0.02%
LEA ExitLEAR CORP$0-1,964
-100.0%
-0.02%
DVY ExitISHARES TRselect divid etf$0-3,528
-100.0%
-0.02%
LRCX ExitLAM RESEARCH CORP$0-1,956
-100.0%
-0.02%
LOW ExitLOWES COS INC$0-3,820
-100.0%
-0.02%
APH ExitAMPHENOL CORP NEWcl a$0-4,189
-100.0%
-0.02%
PUK ExitPRUDENTIAL PLCadr$0-7,213
-100.0%
-0.02%
CB ExitCHUBB LIMITED$0-2,506
-100.0%
-0.02%
AIV ExitAPARTMENT INVT & MGMT COcl a$0-8,580
-100.0%
-0.02%
ROST ExitROSS STORES INC$0-4,791
-100.0%
-0.02%
SDY ExitSPDR SERIES TRUSTs&p divid etf$0-4,097
-100.0%
-0.02%
RTN ExitRAYTHEON CO$0-2,076
-100.0%
-0.02%
TMO ExitTHERMO FISHER SCIENTIFIC INC$0-1,993
-100.0%
-0.02%
KIM ExitKIMCO RLTY CORP$0-21,846
-100.0%
-0.03%
BACPRL ExitBANK AMER CORP7.25%cnv pfd l$0-300
-100.0%
-0.03%
CPT ExitCAMDEN PPTY TRsh ben int$0-4,417
-100.0%
-0.03%
UN ExitUNILEVER N V$0-7,455
-100.0%
-0.03%
VFC ExitV F CORP$0-5,662
-100.0%
-0.03%
CMA ExitCOMERICA INC$0-5,023
-100.0%
-0.03%
PSX ExitPHILLIPS 66$0-4,300
-100.0%
-0.03%
PPG ExitPPG INDS INC$0-3,655
-100.0%
-0.03%
SONY ExitSONY CORPsponsored adr$0-9,602
-100.0%
-0.03%
CMI ExitCUMMINS INC$0-2,392
-100.0%
-0.03%
FISV ExitFISERV INC$0-3,272
-100.0%
-0.03%
BSV ExitVANGUARD BD INDEX FD INCshort trm bond$0-5,600
-100.0%
-0.03%
ZTS ExitZOETIS INCcl a$0-6,209
-100.0%
-0.03%
CM ExitCDN IMPERIAL BK COMM TORONTO$0-4,535
-100.0%
-0.03%
THO ExitTHOR INDS INC$0-2,927
-100.0%
-0.03%
AON ExitAON PLC$0-3,367
-100.0%
-0.03%
HIW ExitHIGHWOODS PPTYS INC$0-8,737
-100.0%
-0.03%
PCLN ExitPRICELINE GRP INC$0-264
-100.0%
-0.03%
HUM ExitHUMANA INC$0-1,831
-100.0%
-0.03%
REG ExitREGENCY CTRS CORP$0-6,618
-100.0%
-0.03%
SLG ExitSL GREEN RLTY CORP$0-4,612
-100.0%
-0.03%
AMP ExitAMERIPRISE FINL INC$0-2,688
-100.0%
-0.03%
SNY ExitSANOFIsponsored adr$0-11,079
-100.0%
-0.03%
UNH ExitUNITEDHEALTH GROUP INC$0-2,181
-100.0%
-0.03%
RACE ExitFERRARI N V$0-4,614
-100.0%
-0.03%
TSLA ExitTESLA INC$0-1,590
-100.0%
-0.03%
DAL ExitDELTA AIR LINES INC DEL$0-8,804
-100.0%
-0.03%
IR ExitINGERSOLL-RAND PLC$0-5,615
-100.0%
-0.03%
IP ExitINTL PAPER CO$0-8,628
-100.0%
-0.03%
ELS ExitEQUITY LIFESTYLE PPTYS INC$0-5,947
-100.0%
-0.03%
AVGO ExitBROADCOM LTD$0-2,050
-100.0%
-0.03%
MAR ExitMARRIOTT INTL INC NEWcl a$0-3,838
-100.0%
-0.03%
MAC ExitMACERICH CO$0-7,862
-100.0%
-0.03%
IDXX ExitIDEXX LABS INC$0-3,530
-100.0%
-0.04%
SRE ExitSEMPRA ENERGY$0-5,386
-100.0%
-0.04%
FIS ExitFIDELITY NATL INFORMATION SV$0-5,962
-100.0%
-0.04%
LUV ExitSOUTHWEST AIRLS CO$0-8,602
-100.0%
-0.04%
O ExitREALTY INCOME CORP$0-9,879
-100.0%
-0.04%
LLY ExitLILLY ELI & CO$0-6,878
-100.0%
-0.04%
UDR ExitUDR INC$0-15,405
-100.0%
-0.04%
NKE ExitNIKE INCcl b$0-9,614
-100.0%
-0.04%
FTV ExitFORTIVE CORP$0-8,488
-100.0%
-0.04%
BXP ExitBOSTON PROPERTIES INC$0-4,681
-100.0%
-0.04%
VLO ExitVALERO ENERGY CORP NEW$0-6,769
-100.0%
-0.04%
DRE ExitDUKE REALTY CORP$0-23,427
-100.0%
-0.04%
INTU ExitINTUIT$0-4,079
-100.0%
-0.04%
GRUB ExitGRUBHUB INC$0-8,924
-100.0%
-0.04%
MO ExitALTRIA GROUP INC$0-9,565
-100.0%
-0.04%
IWN ExitISHARES TRrus 2000 val etf$0-5,501
-100.0%
-0.04%
MAA ExitMID AMER APT CMNTYS INC$0-6,891
-100.0%
-0.04%
EMR ExitEMERSON ELEC CO$0-9,894
-100.0%
-0.04%
OXY ExitOCCIDENTAL PETE CORP DEL$0-9,520
-100.0%
-0.05%
ARE ExitALEXANDRIA REAL ESTATE EQ IN$0-5,387
-100.0%
-0.05%
C ExitCITIGROUP INC$0-9,501
-100.0%
-0.05%
VNO ExitVORNADO RLTY TRsh ben int$0-9,184
-100.0%
-0.05%
PX ExitPRAXAIR INC$0-4,630
-100.0%
-0.05%
NFLX ExitNETFLIX INC$0-3,756
-100.0%
-0.05%
DLR ExitDIGITAL RLTY TR INC$0-6,492
-100.0%
-0.05%
VTR ExitVENTAS INC$0-12,319
-100.0%
-0.05%
WELL ExitWELLTOWER INC$0-11,900
-100.0%
-0.05%
ESS ExitESSEX PPTY TR INC$0-3,122
-100.0%
-0.05%
EQR ExitEQUITY RESIDENTIALsh ben int$0-11,773
-100.0%
-0.05%
VTV ExitVANGUARD INDEX FDSvalue etf$0-7,153
-100.0%
-0.05%
KHC ExitKRAFT HEINZ CO$0-9,845
-100.0%
-0.05%
PKX ExitPOSCOsponsored adr$0-9,745
-100.0%
-0.05%
V ExitVISA INC$0-6,887
-100.0%
-0.05%
BA ExitBOEING CO$0-2,650
-100.0%
-0.05%
WMT ExitWAL-MART STORES INC$0-7,998
-100.0%
-0.05%
IVV ExitISHARES TRcore s&p500 etf$0-2,929
-100.0%
-0.05%
ADP ExitAUTOMATIC DATA PROCESSING IN$0-6,825
-100.0%
-0.05%
AVB ExitAVALONBAY CMNTYS INC$0-4,555
-100.0%
-0.05%
HSY ExitHERSHEY CO$0-7,893
-100.0%
-0.06%
UTX ExitUNITED TECHNOLOGIES CORP$0-7,106
-100.0%
-0.06%
ABBV ExitABBVIE INC$0-9,596
-100.0%
-0.06%
CAT ExitCATERPILLAR INC DEL$0-6,030
-100.0%
-0.06%
MA ExitMASTERCARD INCORPORATEDcl a$0-6,532
-100.0%
-0.06%
PEP ExitPEPSICO INC$0-8,287
-100.0%
-0.06%
ACN ExitACCENTURE PLC IRELAND$0-6,615
-100.0%
-0.07%
KMB ExitKIMBERLY CLARK CORP$0-8,508
-100.0%
-0.07%
HD ExitHOME DEPOT INC$0-6,015
-100.0%
-0.07%
PSA ExitPUBLIC STORAGE$0-5,611
-100.0%
-0.08%
TM ExitTOYOTA MOTOR CORP$0-9,190
-100.0%
-0.08%
NVDA ExitNVIDIA CORP$0-6,241
-100.0%
-0.08%
DEO ExitDIAGEO P L Cspon adr new$0-8,271
-100.0%
-0.08%
MMM Exit3M CO$0-5,621
-100.0%
-0.09%
QQQ ExitPOWERSHARES QQQ TRUSTunit ser 1$0-9,531
-100.0%
-0.10%
GOOG ExitALPHABET INCcap stk cl c$0-1,495
-100.0%
-0.10%
FB ExitFACEBOOK INCcl a$0-9,141
-100.0%
-0.10%
LMT ExitLOCKHEED MARTIN CORP$0-5,206
-100.0%
-0.11%
GOOGL ExitALPHABET INCcap stk cl a$0-1,681
-100.0%
-0.12%
SPG ExitSIMON PPTY GROUP INC NEW$0-12,102
-100.0%
-0.14%
AMZN ExitAMAZON COM INC$0-3,745
-100.0%
-0.28%
BRKA ExitBERKSHIRE HATHAWAY INC DELcl a$0-2,148
-100.0%
-41.61%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2018-04-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS25Q2 201915.0%
VANGUARD INDEX FDS25Q2 201915.9%
COSTCO WHSL CORP NEW25Q2 20198.0%
EXXON MOBIL CORP25Q2 20196.6%
WELLS FARGO CO NEW25Q2 201912.8%
ISHARES TR25Q2 20193.3%
DAILY JOURNAL CORP25Q2 20192.8%
CHEVRON CORP NEW25Q2 20192.1%
INTERNATIONAL BUSINESS MACHS25Q2 20192.0%
SPDR S&P MIDCAP 400 ETF TR25Q2 20191.5%

View Lourd Capital, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2019-07-11
13F-HR2019-04-16
13F-HR2019-01-17
13F-HR2018-10-10
13F-HR2018-07-20
13F-HR2018-04-10
13F-HR2018-01-25
13F-HR2017-10-11
13F-HR2017-07-27
13F-HR2017-04-27

View Lourd Capital, LLC's complete filings history.

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