Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Feb 12, 2015

Total Value ($000): $113,212 (100.0% shares, 0.0% debt)

Holdings (76)

JNJ JOHNSON & JOHNSON 8.8%
Value ($000) $10,019 Shares 102,000 Est. Cost $65.75 Unrealized +1.3%
PFE PFIZER INC 4.5%
Value ($000) $5,059 Shares 157,488 Est. Cost $17.62 Unrealized +3.3%
XOM EXXON MOBIL CORP 3.8%
Value ($000) $4,281 Shares 43,828 Est. Cost $55.94 Unrealized +3.8%
PG PROCTER & GAMBLE CO 3.7%
Value ($000) $4,191 Shares 52,000 Est. Cost $58.01 Unrealized -2.6%
JPM JP MORGAN CHASE & CO. 3.6%
Value ($000) $4,068 Shares 67,000 Est. Cost $39.63 Unrealized +6.2%
WMT WALMART STORES INC 3.2%
Value ($000) $3,669 Shares 48,000 Est. Cost $20.35 Unrealized -2.2%
TORCHMARK CORP. 3.1%
Value ($000) $3,542 Shares 45,000 Est. Cost $78.16 Unrealized
MRK MERCK AND CO INC. 3.1%
Value ($000) $3,536 Shares 62,295 Est. Cost $31.29 Unrealized +14.3%
BAX BAXTER INTERNATIONAL, INC. 2.6%
Value ($000) $2,943 Shares 40,000 Est. Cost $29.22 Unrealized +3.8%
AIRGAS, INC. 2.5%
Value ($000) $2,876 Shares 27,000 Est. Cost $111.85 Unrealized
EMR EMERSON ELECTRIC CO. 2.5%
Value ($000) $2,839 Shares 42,500 Est. Cost $48.18 Unrealized -0.8%
BK BANK OF NEW YORK MELLON CORP 2.5%
Value ($000) $2,823 Shares 80,000 Est. Cost $24.30 Unrealized +1.9%
BA BOEING CO. 2.2%
Value ($000) $2,510 Shares 20,000 Est. Cost $110.94 Unrealized +0.7%
NSC NORFOLK SOUTHER CORP 2.1%
Value ($000) $2,332 Shares 24,000 Est. Cost $65.71 Unrealized +8.7%
INTC INTEL CORP 1.9%
Value ($000) $2,194 Shares 85,000 Est. Cost $17.92 Unrealized +4.2%
BMY BRISTOL MYERS SQUIBB CO. 1.9%
Value ($000) $2,182 Shares 42,000 Est. Cost $34.16 Unrealized +5.2%
HD HOME DEPOT INC. 1.9%
Value ($000) $2,176 Shares 27,500 Est. Cost $58.72 Unrealized +2.6%
ORLY O REILLY AUTOMOTIVE INC. 1.6%
Value ($000) $1,781 Shares 12,000 Est. Cost $8.43 Unrealized +13.2%
TDG TRANSDIGM GROUP INC. 1.5%
Value ($000) $1,667 Shares 9,000 Est. Cost $81.23 Unrealized +17.3%
LINEAR TECHNOLOGY CORP 1.5%
Value ($000) $1,655 Shares 34,000 Est. Cost $45.56 Unrealized
SLB SCHLUMBERGER LTD. 1.4%
Value ($000) $1,560 Shares 16,000 Est. Cost $65.05 Unrealized +0.7%
CSCO CISCO SYSTEMS INC. 1.4%
Value ($000) $1,546 Shares 68,951 Est. Cost $15.20 Unrealized +0.6%
HON HONEYWELL INTERNATIONAL INC 1.3%
Value ($000) $1,484 Shares 16,000 Est. Cost $60.82 Unrealized +6.4%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $1,388 Shares 8,500 Est. Cost $97.17 Unrealized +16.7%
MEDTRONIC INC 1.2%
Value ($000) $1,354 Shares 22,000 Est. Cost $57.41 Unrealized
CL COLGATE PALMOLIVE CO. 1.1%
Value ($000) $1,297 Shares 20,000 Est. Cost $48.40 Unrealized -1.0%
EXPRESS SCRIPTS HOLDING CO. 1.1%
Value ($000) $1,277 Shares 17,000 Est. Cost $70.24 Unrealized
CONTINENTAL RESOURCES, INC. 1.1%
Value ($000) $1,243 Shares 10,000 Est. Cost $112.50 Unrealized
CAT CATERPILLAR, INC. 1.1%
Value ($000) $1,242 Shares 12,500 Est. Cost $62.67 Unrealized +11.2%
ITW ILLINOIS TOOL WORKS INC. 1.1%
Value ($000) $1,220 Shares 15,000 Est. Cost $59.45 Unrealized +3.1%
PETSMART INC 1.1%
Value ($000) $1,206 Shares 17,500 Est. Cost $72.74 Unrealized
GIS GENERAL MILLS INC. 1.0%
Value ($000) $1,140 Shares 22,000 Est. Cost $32.89 Unrealized +0.2%
KELLOGG CO. 1.0%
Value ($000) $1,097 Shares 17,500 Est. Cost $37.78 Unrealized -0.6%
WFC WELLS FARGO & CO. 1.0%
Value ($000) $1,094 Shares 22,000 Est. Cost $30.76 Unrealized +8.6%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,070 Shares 22,500 Est. Cost $26.61 Unrealized -2.8%
GENERAL ELECTRIC CO. 0.9%
Value ($000) $1,036 Shares 40,000 Est. Cost $28.02 Unrealized
AMG AFFILIATED MANAGERS GROUP INC. 0.9%
Value ($000) $1,000 Shares 5,000 Est. Cost $193.15 Unrealized -1.6%
WALGREEN CO 0.9%
Value ($000) $990 Shares 15,000 Est. Cost $57.47 Unrealized
KO COCA-COLA CO. 0.9%
Value ($000) $967 Shares 25,000 Est. Cost $26.95 Unrealized -1.4%
IBM INTERNATIONAL BUSINESS MACHING CORP. 0.8%
Value ($000) $962 Shares 5,000 Est. Cost $106.40 Unrealized +2.7%
CVX CHEVRON CORP. 0.8%
Value ($000) $951 Shares 8,000 Est. Cost $72.49 Unrealized -2.9%
WEX WEX, INC. 0.8%
Value ($000) $951 Shares 10,000 Est. Cost $93.91 Unrealized -2.5%
SLAB SILICON LABORATORIES INC. 0.8%
Value ($000) $925 Shares 17,700 Est. Cost $40.96 Unrealized +17.9%
TREEHOUSE FOODS INC. 0.8%
Value ($000) $864 Shares 12,000 Est. Cost $68.92 Unrealized
FAST FASTENAL CO. 0.7%
Value ($000) $838 Shares 17,000 Est. Cost $8.75 Unrealized -2.1%
MSFT MICROSOFT CORP 0.7%
Value ($000) $820 Shares 20,000 Est. Cost $30.02 Unrealized +4.1%
DKS DICKS SPORTING GOODS, INC. 0.7%
Value ($000) $819 Shares 15,000 Est. Cost $40.55 Unrealized -0.7%
QCOM QUALCOMM INC 0.7%
Value ($000) $789 Shares 10,000 Est. Cost $50.36 Unrealized +7.3%
AVY AVERY DENNISON CORP 0.7%
Value ($000) $785 Shares 15,500 Est. Cost $37.09 Unrealized +6.6%
PRECISION CASTPARTS CORP 0.7%
Value ($000) $758 Shares 3,000 Est. Cost $269.33 Unrealized
SIGMA ALDRICH CORP 0.7%
Value ($000) $747 Shares 8,000 Est. Cost $94.00 Unrealized
HARRIS CORP DEL 0.6%
Value ($000) $732 Shares 10,000 Est. Cost $69.80 Unrealized
JBHT JB HUNT TRANSPORT SERVICES INC. 0.6%
Value ($000) $719 Shares 10,000 Est. Cost $66.44 Unrealized -0.8%
AJG ARTHUR J. GALLAGHER & CO. 0.6%
Value ($000) $714 Shares 15,000 Est. Cost $36.51 Unrealized +1.3%
TSCO TRACTOR SUPPLY CO. 0.6%
Value ($000) $706 Shares 10,000 Est. Cost $12.05 Unrealized -0.8%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $701 Shares 6,000 Est. Cost $116.83 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $688 Shares 40,000 Est. Cost $11.68 Unrealized +13.5%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $657 Shares 8,800 Est. Cost $72.40 Unrealized +0.4%
ABBV ABBVIE INC. 0.6%
Value ($000) $643 Shares 12,500 Est. Cost $30.39 Unrealized +3.6%
SBH SALLY BEAUTY HOLDINGS INC. 0.5%
Value ($000) $578 Shares 21,100 Est. Cost $27.38 Unrealized +4.1%
IEX IDEXX LABORATORIES CORP 0.5%
Value ($000) $546 Shares 4,500 Est. Cost $59.23 Unrealized +5.1%
SYNTEL INC. 0.5%
Value ($000) $539 Shares 6,000 Est. Cost $91.00 Unrealized
RED HAT INC. 0.5%
Value ($000) $530 Shares 10,000 Est. Cost $56.00 Unrealized
LNC LINCOLN NATIONAL CORP 0.4%
Value ($000) $507 Shares 10,000 Est. Cost $31.80 Unrealized +5.3%
DUNKIN BRAND GROUP, INC. 0.4%
Value ($000) $502 Shares 10,000 Est. Cost $48.20 Unrealized
NOBLE ENERGY INC. 0.4%
Value ($000) $497 Shares 7,000 Est. Cost $68.14 Unrealized
SU SUNCOR ENERGY INC. 0.4%
Value ($000) $489 Shares 14,000 Est. Cost $23.19 Unrealized -4.7%
ULTA ULTA SALON COSMETICS & FRAGRANCE 0.4%
Value ($000) $487 Shares 5,000 Est. Cost $117.26 Unrealized -23.2%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $481 Shares 12,500 Est. Cost $29.23 Unrealized +5.1%
TRS TRIMAS CORP. 0.4%
Value ($000) $471 Shares 14,183 Est. Cost $30.41 Unrealized -7.2%
STERICYCLE INC. 0.4%
Value ($000) $454 Shares 4,000 Est. Cost $116.25 Unrealized
G GENPACT LIMITED 0.4%
Value ($000) $453 Shares 26,000 Est. Cost $16.90 Unrealized -9.6%
ALLERGAN, INC. 0.4%
Value ($000) $422 Shares 3,400 Est. Cost $111.18 Unrealized
RHI ROBERT HALF INTERNATIONAL INC. 0.3%
Value ($000) $336 Shares 8,000 Est. Cost $39.38 Unrealized +4.5%
CLH CLEAN HARBORS, INC. 0.3%
Value ($000) $329 Shares 6,000 Est. Cost $57.66 Unrealized -5.5%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $268 Shares 5,100 Est. Cost $49.89 Unrealized 0.0%