Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lourd Capital, LLC (CIK 1568190) reported $1.08B across 127 reported positions in its SEC 13F filing for 2019-06-30. Largest positions: BRK/A ($668.2M, 62.02%), BRK/B ($98.5M, 9.14%), VBR ($62.6M, 5.81%), BAC ($34.7M, 3.22%), VNQ ($33.8M, 3.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $668.2M | 62.02% | 2,099 | Hold |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $98.5M | 9.14% | 461,914 | Trimmed |
| 3 | VBR | VANGUARD INDEX FDS | $62.6M | 5.81% | 479,334 | Added |
| 4 | BAC | BANK AMER CORP | $34.7M | 3.22% | 1.2M | Trimmed |
| 5 | VNQ | VANGUARD INDEX FDS | $33.8M | 3.14% | 386,481 | Trimmed |
| 6 | COST | COSTCO WHSL CORP NEW | $28.2M | 2.62% | 106,793 | Added |
| 7 | XOM | EXXON MOBIL CORP | $18.9M | 1.76% | 247,215 | Added |
| 8 | CVX | CHEVRON CORP NEW | $10.0M | 0.93% | 80,165 | Added |
| 9 | DJCO | DAILY JOURNAL CORP | $9.8M | 0.91% | 41,331 | Hold |
| 10 | WFC | WELLS FARGO CO NEW | $8.4M | 0.78% | 178,340 | Added |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS | $6.1M | 0.57% | 44,329 | Trimmed |
| 12 | AAPL | APPLE INC | $5.9M | 0.54% | 29,577 | Added |
| 13 | BBRE | JP MORGAN EXCHANGE TRADED FD | $5.3M | 0.50% | 63,591 | Added |
| 14 | MTCH | IAC INTERACTIVECORP | $4.7M | 0.44% | 21,637 | Added |
| 15 | MDY | SPDR S&P MIDCAP 400 ETF TR | $4.3M | 0.40% | 12,003 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $3.7M | 0.34% | 27,507 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $3.0M | 0.28% | 19,895 | Added |
| 18 | AMZN | AMAZON COM INC | $2.8M | 0.26% | 1,459 | Added |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.24% | 24,630 | Hold |
| 20 | AXP | AMERICAN EXPRESS CO | $2.4M | 0.22% | 19,518 | Trimmed |
| 21 | IWM | ISHARES TR | $2.3M | 0.22% | 14,987 | Hold |
| 22 | SPOT | SPOTIFY TECHNOLOGY S A | $2.2M | 0.20% | 15,003 | Added |
| 23 | PG | PROCTER AND GAMBLE CO | $2.0M | 0.19% | 18,648 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $1.5M | 0.14% | 10,454 | Added |
| 25 | META | FACEBOOK INC | $1.6M | 0.14% | 8,071 | Added |
Source: SEC Form 13F filings · as of 2019-06-30