Lourd Capital is an investment fund managing more than $1.02 billion ran by Jill Young. There are currently 107 companies in Mrs. Young’s portfolio. The largest investments include Berkshire Hathaway and Vanguard Index Fds, together worth $827 million.
As of 7th October 2020, Lourd Capital’s top holding is 475,872 shares of Berkshire Hathaway currently worth over $727 million and making up 71.3% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Lourd Capital owns more than 0.7% of the company.
In addition, the fund holds 897,089 shares of Vanguard Index Fds worth $99.2 million.
The third-largest holding is Bank Amer Corp worth $33.3 million and the next is Costco Whsl Corp New worth $25.8 million, with 106,703 shares owned.
Currently, Lourd Capital's portfolio is worth at least $1.02 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Lourd Capital office and employees reside in Beverly Hills, California. According to the last 13-F report filed with the SEC, Jill Young serves as the Chief Compliance Officer at Lourd Capital.
In the most recent 13F filing, Lourd Capital revealed that it had opened a new position in Berkshire Hathaway and bought 475,872 shares worth $727 million.
The two most similar investment funds to Lourd Capital are Eagle Global Advisors and Aozora Bank, Ltd. They manage $1.02 billion and $1.02 billion respectively.
Lourd Capital’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Finance — making up 72.0% of
the total portfolio value.
The fund focuses on investments in the United States as
58.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
53% of the total holdings value.
On the other hand, small-cap stocks make up only 1.9% of the portfolio.
The average market cap of the portfolio companies is close to $221 billion.
These positions were updated on April 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
Opened
475,872
|
$727,426,000 | 71.34% |
| Vanguard Index Fds |
Opened
897,089
|
$99,152,000 | 9.72% |
| Bank Amer Corp |
Opened
1,205,958
|
$33,272,000 | 3.26% |
| Costco Whsl Corp New |
Opened
106,703
|
$25,837,000 | 2.53% |
| Exxon Mobil Corp. |
Opened
246,583
|
$19,924,000 | 1.95% |
| Chevron Corp. |
Opened
79,690
|
$9,816,000 | 0.96% |
| Daily Journal Corp. |
Opened
41,331
|
$8,849,000 | 0.87% |
| International Business Machs |
Opened
45,257
|
$6,386,000 | 0.63% |
| Apple, Inc. |
Opened
28,566
|
$5,426,000 | 0.53% |
| Jp Morgan Exchange Traded Fd |
Opened
55,935
|
$4,674,000 | 0.46% |
| Spdr S&p Midcap 400 Etf Tr |
Opened
12,173
|
$4,205,000 | 0.41% |
| Iac Interactivecorp |
Opened
17,191
|
$3,612,000 | 0.35% |
| Microsoft Corp. |
Opened
25,955
|
$3,061,000 | 0.30% |
| Vanguard Intl Equity Index F |
Opened
31,255
|
$2,847,000 | 0.28% |
| Amazon.com, Inc. |
Opened
1,367
|
$2,434,000 | 0.24% |
| Ishares Tr |
Opened
83,667
|
$9,062,000 | 0.89% |
| American Express Co. |
Opened
19,791
|
$2,163,000 | 0.21% |
| Spotify Technology S A |
Opened
15,000
|
$2,082,000 | 0.20% |
| Procter And Gamble Co |
Opened
17,573
|
$1,828,000 | 0.18% |
| Nordstrom, Inc. |
Opened
39,512
|
$1,754,000 | 0.17% |
| Wells Fargo Co New |
Opened
33,752
|
$1,631,000 | 0.16% |
| Johnson & Johnson |
Opened
9,766
|
$1,365,000 | 0.13% |
| Pfizer Inc. |
Opened
31,841
|
$1,352,000 | 0.13% |
| Mastercard, Inc. |
Opened
5,655
|
$1,331,000 | 0.13% |
| Apache Corp. |
Opened
37,908
|
$1,314,000 | 0.13% |
| The Coca-Cola Co. |
Opened
27,638
|
$1,295,000 | 0.13% |
| Facebook, Inc. |
Opened
7,319
|
$1,220,000 | 0.12% |
| Alphabet, Inc. |
Opened
1,894
|
$2,225,000 | 0.22% |
| Disney Walt Co |
Opened
9,929
|
$1,102,000 | 0.11% |
| JPMorgan Chase & Co. |
Opened
31,585
|
$1,605,000 | 0.16% |
| Spdr S&p 500 Etf Tr |
Opened
3,634
|
$1,027,000 | 0.10% |
| 3M Co. |
Opened
4,920
|
$1,022,000 | 0.10% |
| Stars Group Inc |
Opened
55,350
|
$969,000 | 0.10% |
| Cisco Sys Inc |
Opened
15,997
|
$864,000 | 0.08% |
| Automatic Data Processing In |
Opened
5,298
|
$846,000 | 0.08% |
| Spdr Ser Tr |
Opened
16,905
|
$820,000 | 0.08% |
| The Hershey Co. |
Opened
6,782
|
$779,000 | 0.08% |
| The Boeing Co. |
Opened
1,981
|
$756,000 | 0.07% |
| Idexx Labs Inc |
Opened
3,329
|
$744,000 | 0.07% |
| Intercontinental Exchange In |
Opened
9,512
|
$724,000 | 0.07% |
| General Electric Co. |
Opened
67,499
|
$674,000 | 0.07% |
| The Home Depot, Inc. |
Opened
3,359
|
$645,000 | 0.06% |
| Bristol Myers Squibb Co. |
Opened
13,114
|
$626,000 | 0.06% |
| Abbott Labs |
Opened
7,682
|
$614,000 | 0.06% |
| Intel Corp. |
Opened
10,930
|
$587,000 | 0.06% |
| Visa, Inc. |
Opened
3,584
|
$560,000 | 0.05% |
| UnitedHealth Group, Inc. |
Opened
2,143
|
$530,000 | 0.05% |
| Oracle Corp. |
Opened
9,765
|
$524,000 | 0.05% |
| AT&T Inc. |
Opened
15,818
|
$496,000 | 0.05% |
| Starbucks Corp. |
Opened
6,380
|
$474,000 | 0.05% |
| AbbVie, Inc. |
Opened
5,875
|
$473,000 | 0.05% |
| Lilly Eli & Co |
Opened
3,626
|
$471,000 | 0.05% |
| Royal Dutch Shell PLC |
Opened
7,395
|
$463,000 | 0.05% |
| United Technologies Corp |
Opened
3,564
|
$459,000 | 0.05% |
| Vanguard Bd Index Fd Inc |
Opened
5,600
|
$446,000 | 0.04% |
| NIKE, Inc. |
Opened
5,289
|
$445,000 | 0.04% |
| Morgan Stanley |
Opened
10,419
|
$440,000 | 0.04% |
| Emerson Elec Co |
Opened
6,423
|
$440,000 | 0.04% |
| Zoetis, Inc. |
Opened
4,307
|
$434,000 | 0.04% |
| Vanguard Tax Managed Intl Fd |
Opened
10,540
|
$431,000 | 0.04% |
| Lions Gate Entmnt Corp |
Opened
28,000
|
$423,000 | 0.04% |
| Pepsico Inc |
Opened
3,275
|
$401,000 | 0.04% |
| Verizon Communications, Inc. |
Opened
6,718
|
$397,000 | 0.04% |
| Twitter, Inc. |
Opened
11,994
|
$394,000 | 0.04% |
| TripAdvisor, Inc. |
Opened
7,631
|
$393,000 | 0.04% |
| Philip Morris International, Inc. |
Opened
4,284
|
$379,000 | 0.04% |
| Netflix, Inc. |
Opened
961
|
$343,000 | 0.03% |
| Waste Mgmt Inc Del |
Opened
3,270
|
$340,000 | 0.03% |
| Citigroup, Inc. |
Opened
5,436
|
$338,000 | 0.03% |
| Vertex Pharmaceuticals, Inc. |
Opened
1,820
|
$335,000 | 0.03% |
| Comcast Corp New |
Opened
8,377
|
$335,000 | 0.03% |
| Texas Instrs Inc |
Opened
3,134
|
$332,000 | 0.03% |
| Baxter International, Inc. |
Opened
3,915
|
$318,000 | 0.03% |
| salesforce.com, inc. |
Opened
2,002
|
$317,000 | 0.03% |
| Tesla, Inc. |
Opened
1,113
|
$311,000 | 0.03% |
| Union Pacific Corp. |
Opened
1,827
|
$305,000 | 0.03% |
| American Tower Corp. |
Opened
1,476
|
$291,000 | 0.03% |
| ConocoPhillips |
Opened
4,319
|
$288,000 | 0.03% |
| Mcdonalds Corp |
Opened
1,472
|
$280,000 | 0.03% |
| Adobe, Inc. |
Opened
1,020
|
$272,000 | 0.03% |
| Grubhub, Inc. |
Opened
3,893
|
$270,000 | 0.03% |
| Dowdupont Inc |
Opened
5,005
|
$267,000 | 0.03% |
| Zillow Group, Inc. |
Opened
7,592
|
$264,000 | 0.03% |
| Chubb Limited |
Opened
1,845
|
$258,000 | 0.03% |
| Marsh & McLennan Cos., Inc. |
Opened
2,749
|
$258,000 | 0.03% |
| CME Group, Inc. |
Opened
1,565
|
$258,000 | 0.03% |
| Vanguard Scottsdale Fds |
Opened
2,371
|
$256,000 | 0.03% |
| Merck & Co., Inc. |
Opened
3,028
|
$252,000 | 0.02% |
| Thermo Fisher Scientific, Inc. |
Opened
903
|
$247,000 | 0.02% |
| Honeywell International, Inc. |
Opened
1,554
|
$247,000 | 0.02% |
| Raytheon Co |
Opened
1,352
|
$246,000 | 0.02% |
| Ishares Inc |
Opened
4,666
|
$241,000 | 0.02% |
| Tcw Strategic Income Fund In |
Opened
43,740
|
$241,000 | 0.02% |
| Danaher Corp. |
Opened
1,810
|
$239,000 | 0.02% |
| Eaton Vance Tax Advt Div Inc |
Opened
10,621
|
$237,000 | 0.02% |
| ServiceNow, Inc. |
Opened
957
|
$236,000 | 0.02% |
| Investar Hldg Corp |
Opened
10,000
|
$227,000 | 0.02% |
| Booking Holdings, Inc. |
Opened
130
|
$227,000 | 0.02% |
| Discover Finl Svcs |
Opened
3,133
|
$223,000 | 0.02% |
| Broadcom, Inc. |
Opened
729
|
$219,000 | 0.02% |
| Lowes Cos Inc |
Opened
1,989
|
$218,000 | 0.02% |
| Fortive Corp. |
Opened
2,388
|
$200,000 | 0.02% |
| Cintas Corp. |
Opened
991
|
$200,000 | 0.02% |
| Snap, Inc. |
Opened
13,520
|
$149,000 | 0.01% |
| VEREIT, Inc. |
Opened
11,146
|
$93,000 | 0.01% |
| Sirius XM Holdings, Inc. |
Opened
10,543
|
$60,000 | 0.01% |
| Lloyds Banking Group Plc |
Opened
10,924
|
$35,000 | 0.00% |
| No transactions found | |||
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