0001085146-18-000205.txt : 20180125 0001085146-18-000205.hdr.sgml : 20180125 20180125153536 ACCESSION NUMBER: 0001085146-18-000205 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180125 DATE AS OF CHANGE: 20180125 EFFECTIVENESS DATE: 20180125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lourd Capital, LLC CENTRAL INDEX KEY: 0001568190 IRS NUMBER: 204288191 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15413 FILM NUMBER: 18548163 BUSINESS ADDRESS: STREET 1: 9777 WILSHIRE BLVD STREET 2: SUITE 1018 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 BUSINESS PHONE: 310-300-9897 MAIL ADDRESS: STREET 1: 9777 WILSHIRE BLVD STREET 2: SUITE 1018 CITY: BEVERLY HILLS STATE: CA ZIP: 90212 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001568190 XXXXXXXX 12-31-2017 12-31-2017 false Lourd Capital, LLC

9777 WILSHIRE BLVD SUITE 1018 BEVERLY HILLS CA 90212

13F HOLDINGS REPORT 028-15413 N Michael Lee 310-300-9898 /s/ Michael Lee Beverly Hills CA 01-25-2018 0 363 1536273 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1323 5621 SH SOLE 5621 0 0 ABBOTT LABS COM 002824100 628 11004 SH SOLE 11004 0 0 ABBVIE INC COM 00287Y109 928 9596 SH SOLE 9596 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1013 6615 SH SOLE 6615 0 0 ACTIVISION BLIZZARD INC COM 00507V109 309 4874 SH SOLE 4874 0 0 ADOBE SYS INC COM 00724F101 268 1527 SH SOLE 1527 0 0 AEGON N V NY REGISTRY SH 007924103 238 37786 SH SOLE 37786 0 0 AFLAC INC COM 001055102 6657 75835 SH SOLE 75835 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 280 4178 SH SOLE 4178 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 703 5387 SH SOLE 5387 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 221 1847 SH SOLE 1847 0 0 ALJ REGIONAL HLDGS INC COM 001627108 43 13750 SH SOLE 13750 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 219 2750 SH SOLE 2750 0 0 ALPHABET INC CAP STK CL 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SOLE 9756 0 0 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 206 23664 SH SOLE 23664 0 0 SUN CMNTYS INC COM 866674104 249 2688 SH SOLE 2688 0 0 SUNCOR ENERGY INC NEW COM 867224107 431 11745 SH SOLE 11745 0 0 SUNSTONE HOTEL INVS INC NEW COM 867892101 204 12351 SH SOLE 12351 0 0 SUNTRUST BKS INC COM 867914103 649 10045 SH SOLE 10045 0 0 SVB FINL GROUP COM 78486Q101 207 886 SH SOLE 886 0 0 SYMANTEC CORP COM 871503108 325 11566 SH SOLE 11566 0 0 TARGET CORP COM 87612E106 759 11625 SH SOLE 11625 0 0 TAUBMAN CTRS INC COM 876664103 218 3338 SH SOLE 3338 0 0 TCW STRATEGIC INCOME FUND IN COM 872340104 668 113840 SH SOLE 113840 0 0 TECK RESOURCES LTD CL B 878742204 1195 45651 SH SOLE 45651 0 0 TELECOM ITALIA S P A NEW SPON ADR SVGS 87927Y201 158 21962 SH SOLE 21962 0 0 TELEFLEX INC COM 879369106 266 1071 SH SOLE 1071 0 0 TEMPUR SEALY INTL INC COM 88023U101 256 4084 SH SOLE 4084 0 0 TESLA INC COM 88160R101 495 1590 SH SOLE 1590 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 246 12998 SH SOLE 12998 0 0 TEXAS INSTRS INC COM 882508104 310 2966 SH SOLE 2966 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 378 1993 SH SOLE 1993 0 0 THOMSON REUTERS CORP COM 884903105 264 6055 SH SOLE 6055 0 0 THOR INDS INC COM 885160101 441 2927 SH SOLE 2927 0 0 TJX COS INC NEW COM 872540109 251 3280 SH SOLE 3280 0 0 TORCHMARK CORP COM 891027104 206 2270 SH SOLE 2270 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 901 15383 SH SOLE 15383 0 0 TOTAL S A SPONSORED ADR 89151E109 1120 20258 SH SOLE 20258 0 0 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 1169 9190 SH SOLE 9190 0 0 TRANSOCEAN LTD REG SHS H8817H100 185 17293 SH SOLE 17293 0 0 TRAVELERS COMPANIES INC COM 89417E109 219 1614 SH SOLE 1614 0 0 TRIPADVISOR INC COM 896945201 263 7631 SH SOLE 7631 0 0 TWITTER INC COM 90184L102 303 12639 SH SOLE 12639 0 0 TYSON FOODS INC CL A 902494103 221 2727 SH SOLE 2727 0 0 UBS GROUP AG SHS H42097107 230 12483 SH SOLE 12483 0 0 UDR INC COM 902653104 593 15405 SH SOLE 15405 0 0 UNILEVER N V N Y SHS NEW 904784709 420 7455 SH SOLE 7455 0 0 UNILEVER PLC SPON ADR NEW 904767704 223 4022 SH SOLE 4022 0 0 UNION PAC CORP COM 907818108 313 2334 SH SOLE 2334 0 0 UNITED TECHNOLOGIES CORP COM 913017109 907 7106 SH SOLE 7106 0 0 UNITEDHEALTH GROUP INC COM 91324P102 481 2181 SH SOLE 2181 0 0 US BANCORP DEL COM NEW 902973304 7703 143758 SH SOLE 143758 0 0 V F CORP COM 918204108 419 5662 SH SOLE 5662 0 0 VALERO ENERGY CORP NEW COM 91913Y100 622 6769 SH SOLE 6769 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 443 5600 SH SOLE 5600 0 0 VANGUARD INDEX FDS REIT ETF 922908553 63362 763586 SH SOLE 763586 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 67571 508896 SH SOLE 508896 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2272 16556 SH SOLE 16556 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 761 7153 SH SOLE 7153 0 0 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 250 2100 SH SOLE 2100 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 251 2314 SH SOLE 2314 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 2762 32250 SH SOLE 32250 0 0 VANTIV INC CL A 92210H105 298 4045 SH SOLE 4045 0 0 VENTAS INC COM 92276F100 739 12319 SH SOLE 12319 0 0 VEREIT INC COM 92339V100 216 27763 SH SOLE 27763 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2087 39431 SH SOLE 39431 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 233 1552 SH SOLE 1552 0 0 VIACOM INC NEW CL B 92553P201 252 8171 SH SOLE 8171 0 0 VISA INC COM CL A 92826C839 785 6887 SH SOLE 6887 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 488 15312 SH SOLE 15312 0 0 VORNADO RLTY TR SH BEN INT 929042109 718 9184 SH SOLE 9184 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1099 15136 SH SOLE 15136 0 0 WAL-MART STORES INC COM 931142103 790 7998 SH SOLE 7998 0 0 WASTE MGMT INC DEL COM 94106L109 256 2970 SH SOLE 2970 0 0 WEINGARTEN RLTY INVS SH BEN INT 948741103 233 7083 SH SOLE 7083 0 0 WELLS FARGO CO NEW COM 949746101 100061 1649272 SH SOLE 1649272 0 0 WELLTOWER INC COM 95040Q104 759 11900 SH SOLE 11900 0 0 WESTERN DIGITAL CORP COM 958102105 233 2935 SH SOLE 2935 0 0 WESTPAC BKG CORP SPONSORED ADR 961214301 829 34013 SH SOLE 34013 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 231 1995 SH SOLE 1995 0 0 XYLEM INC COM 98419M100 222 3248 SH SOLE 3248 0 0 ZILLOW GROUP INC CL A 98954M101 259 6359 SH SOLE 6359 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 653 15962 SH SOLE 15962 0 0 ZOETIS INC CL A 98978V103 447 6209 SH SOLE 6209 0 0