Lourd Capital, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 915,225
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/13/2014 | 105 | 915,225 | 13F-HR | Lourd Capital, LLC |
| Q4 2013 | 2/10/2014 | 100 | 901,159 | 13F-HR | Lourd Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 756.8 K | 82.7% | 8.669 K | 0 | 8.669 K |
| ETFs | 158 K | 17.3% | 5.396 K | 0 | 5.396 K |
| Debt | 449 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q1 2014
Latest filed
5/13/2014
Total value ($000)
915,225
Holdings
105
QoQ value change ($000)
14,066
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.