Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Feb 12, 2015

Total Value ($000): $118,196 (100.0% shares, 0.0% debt)

Holdings (80)

JNJ JOHNSON & JOHNSON 9.2%
Value ($000) $10,872 Shares 102,000 Est. Cost $65.75 Unrealized +14.9%
PFE PFIZER INC 3.9%
Value ($000) $4,657 Shares 157,488 Est. Cost $17.62 Unrealized -1.0%
PG PROCTER & GAMBLE CO 3.7%
Value ($000) $4,354 Shares 52,000 Est. Cost $58.01 Unrealized +3.0%
XOM EXXON MOBIL CORP 3.5%
Value ($000) $4,122 Shares 43,828 Est. Cost $55.94 Unrealized +9.9%
JPM JP MORGAN CHASE & CO. 3.4%
Value ($000) $4,036 Shares 67,000 Est. Cost $39.63 Unrealized +8.8%
MRK MERCK AND CO INC. 3.1%
Value ($000) $3,693 Shares 62,295 Est. Cost $31.29 Unrealized +25.8%
WMT WALMART STORES INC 3.1%
Value ($000) $3,671 Shares 48,000 Est. Cost $20.35 Unrealized -0.2%
TORCHMARK CORP. 3.0%
Value ($000) $3,535 Shares 67,500 Est. Cost $69.56 Unrealized
BK BANK OF NEW YORK MELLON CORP 2.6%
Value ($000) $3,098 Shares 80,000 Est. Cost $24.30 Unrealized +21.1%
AIRGAS, INC. 2.5%
Value ($000) $2,988 Shares 27,000 Est. Cost $111.85 Unrealized
INTC INTEL CORP 2.5%
Value ($000) $2,960 Shares 85,000 Est. Cost $17.92 Unrealized +43.6%
BAX BAXTER INTERNATIONAL, INC. 2.4%
Value ($000) $2,871 Shares 40,000 Est. Cost $29.22 Unrealized +14.4%
NSC NORFOLK SOUTHER CORP 2.3%
Value ($000) $2,678 Shares 24,000 Est. Cost $65.71 Unrealized +25.7%
EMR EMERSON ELECTRIC CO. 2.3%
Value ($000) $2,660 Shares 42,500 Est. Cost $48.18 Unrealized -0.9%
BA BOEING CO. 2.2%
Value ($000) $2,548 Shares 20,000 Est. Cost $110.94 Unrealized -1.5%
HD HOME DEPOT INC. 2.1%
Value ($000) $2,523 Shares 27,500 Est. Cost $58.72 Unrealized +11.9%
BMY BRISTOL MYERS SQUIBB CO. 1.8%
Value ($000) $2,150 Shares 42,000 Est. Cost $34.16 Unrealized +0.2%
ORLY O REILLY AUTOMOTIVE INC. 1.5%
Value ($000) $1,804 Shares 12,000 Est. Cost $8.43 Unrealized +21.1%
CSCO CISCO SYSTEMS INC. 1.5%
Value ($000) $1,735 Shares 68,951 Est. Cost $15.20 Unrealized +16.4%
TDG TRANSDIGM GROUP INC. 1.4%
Value ($000) $1,659 Shares 9,000 Est. Cost $81.23 Unrealized +37.4%
SLB SCHLUMBERGER LTD. 1.4%
Value ($000) $1,627 Shares 16,000 Est. Cost $65.05 Unrealized +22.2%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $1,554 Shares 8,500 Est. Cost $97.17 Unrealized +28.5%
LINEAR TECHNOLOGY CORP 1.3%
Value ($000) $1,509 Shares 34,000 Est. Cost $45.56 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.3%
Value ($000) $1,490 Shares 16,000 Est. Cost $60.82 Unrealized +10.3%
PETSMART INC 1.2%
Value ($000) $1,402 Shares 20,000 Est. Cost $71.13 Unrealized
MEDTRONIC INC 1.2%
Value ($000) $1,363 Shares 22,000 Est. Cost $57.41 Unrealized
CONTINENTAL RESOURCES, INC. 1.1%
Value ($000) $1,330 Shares 20,000 Est. Cost $89.50 Unrealized
CL COLGATE PALMOLIVE CO. 1.1%
Value ($000) $1,304 Shares 20,000 Est. Cost $48.40 Unrealized +4.7%
ITW ILLINOIS TOOL WORKS INC. 1.1%
Value ($000) $1,266 Shares 15,000 Est. Cost $59.45 Unrealized +11.3%
CAT CATERPILLAR, INC. 1.0%
Value ($000) $1,238 Shares 12,500 Est. Cost $62.67 Unrealized +26.5%
EXPRESS SCRIPTS HOLDING CO. 1.0%
Value ($000) $1,201 Shares 17,000 Est. Cost $70.24 Unrealized
WFC WELLS FARGO & CO. 1.0%
Value ($000) $1,141 Shares 22,000 Est. Cost $30.76 Unrealized +21.6%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,125 Shares 22,500 Est. Cost $26.61 Unrealized +4.4%
GIS GENERAL MILLS INC. 0.9%
Value ($000) $1,110 Shares 22,000 Est. Cost $32.89 Unrealized +7.8%
WEX WEX, INC. 0.9%
Value ($000) $1,103 Shares 10,000 Est. Cost $93.91 Unrealized +17.0%
SIGMA ALDRICH CORP 0.9%
Value ($000) $1,088 Shares 8,000 Est. Cost $94.00 Unrealized
KELLOGG CO. 0.9%
Value ($000) $1,078 Shares 17,500 Est. Cost $37.78 Unrealized +7.3%
KO COCA-COLA CO. 0.9%
Value ($000) $1,067 Shares 25,000 Est. Cost $26.95 Unrealized +7.1%
GENERAL ELECTRIC CO. 0.9%
Value ($000) $1,025 Shares 40,000 Est. Cost $28.02 Unrealized
AMG AFFILIATED MANAGERS GROUP INC. 0.8%
Value ($000) $1,002 Shares 5,000 Est. Cost $193.15 Unrealized +2.3%
TREEHOUSE FOODS INC. 0.8%
Value ($000) $966 Shares 12,000 Est. Cost $68.92 Unrealized
CVX CHEVRON CORP. 0.8%
Value ($000) $955 Shares 8,000 Est. Cost $72.49 Unrealized +8.3%
IBM INTERNATIONAL BUSINESS MACHING CORP. 0.8%
Value ($000) $949 Shares 5,000 Est. Cost $106.40 Unrealized +7.5%
MSFT MICROSOFT CORP 0.8%
Value ($000) $927 Shares 20,000 Est. Cost $30.02 Unrealized +25.5%
WALGREEN CO 0.8%
Value ($000) $889 Shares 15,000 Est. Cost $57.47 Unrealized
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $798 Shares 10,800 Est. Cost $71.82 Unrealized -1.0%
FAST FASTENAL CO. 0.6%
Value ($000) $763 Shares 17,000 Est. Cost $8.75 Unrealized -3.3%
QCOM QUALCOMM INC 0.6%
Value ($000) $748 Shares 10,000 Est. Cost $50.36 Unrealized +10.1%
JBHT JB HUNT TRANSPORT SERVICES INC. 0.6%
Value ($000) $741 Shares 10,000 Est. Cost $66.44 Unrealized +2.4%
ABBV ABBVIE INC. 0.6%
Value ($000) $722 Shares 12,500 Est. Cost $30.39 Unrealized +15.8%
SLAB SILICON LABORATORIES INC. 0.6%
Value ($000) $719 Shares 17,700 Est. Cost $40.96 Unrealized +7.4%
PRECISION CASTPARTS CORP 0.6%
Value ($000) $711 Shares 3,000 Est. Cost $269.33 Unrealized
AVY AVERY DENNISON CORP 0.6%
Value ($000) $692 Shares 15,500 Est. Cost $37.09 Unrealized +5.3%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $682 Shares 40,000 Est. Cost $11.68 Unrealized +7.6%
AJG ARTHUR J. GALLAGHER & CO. 0.6%
Value ($000) $680 Shares 15,000 Est. Cost $36.51 Unrealized +1.3%
HARRIS CORP DEL 0.6%
Value ($000) $664 Shares 10,000 Est. Cost $69.80 Unrealized
DKS DICKS SPORTING GOODS, INC. 0.6%
Value ($000) $658 Shares 15,000 Est. Cost $40.55 Unrealized -17.8%
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $634 Shares 6,000 Est. Cost $116.83 Unrealized
RED HAT INC. 0.5%
Value ($000) $618 Shares 11,000 Est. Cost $55.93 Unrealized
TSCO TRACTOR SUPPLY CO. 0.5%
Value ($000) $615 Shares 10,000 Est. Cost $12.05 Unrealized -12.0%
ULTA ULTA SALON COSMETICS & FRAGRANCE 0.5%
Value ($000) $591 Shares 5,000 Est. Cost $117.26 Unrealized -15.2%
RHI ROBERT HALF INTERNATIONAL INC. 0.5%
Value ($000) $588 Shares 12,000 Est. Cost $41.19 Unrealized +20.3%
STERICYCLE INC. 0.5%
Value ($000) $583 Shares 5,000 Est. Cost $116.68 Unrealized
PRICELINE GROUP INC 0.5%
Value ($000) $579 Shares 500 Est. Cost $1204.00 Unrealized
SBH SALLY BEAUTY HOLDINGS INC. 0.5%
Value ($000) $578 Shares 21,100 Est. Cost $27.38 Unrealized -3.2%
LNC LINCOLN NATIONAL CORP 0.5%
Value ($000) $536 Shares 10,000 Est. Cost $31.80 Unrealized +12.1%
IEX IDEXX LABORATORIES CORP 0.4%
Value ($000) $530 Shares 4,500 Est. Cost $59.23 Unrealized +12.2%
SYNTEL INC. 0.4%
Value ($000) $528 Shares 6,000 Est. Cost $91.00 Unrealized
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $520 Shares 12,500 Est. Cost $29.23 Unrealized +16.7%
SU SUNCOR ENERGY INC. 0.4%
Value ($000) $506 Shares 14,000 Est. Cost $23.19 Unrealized +16.2%
GRFS GRIFOLS SA 0.4%
Value ($000) $492 Shares 14,000 Est. Cost $44.07 Unrealized
NOBLE ENERGY INC. 0.4%
Value ($000) $479 Shares 7,000 Est. Cost $68.14 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.4%
Value ($000) $466 Shares 10,500 Est. Cost $39.64 Unrealized +6.7%
DUNKIN BRAND GROUP, INC. 0.4%
Value ($000) $448 Shares 10,000 Est. Cost $48.20 Unrealized
G GENPACT LIMITED 0.4%
Value ($000) $424 Shares 26,000 Est. Cost $16.90 Unrealized -6.2%
LULU LULULEMON ATHLETICA INC 0.4%
Value ($000) $424 Shares 10,100 Est. Cost $47.77 Unrealized -15.7%
WSO WATSCO INC 0.3%
Value ($000) $345 Shares 4,000 Est. Cost $92.47 Unrealized 0.0%
TRS TRIMAS CORP. 0.3%
Value ($000) $345 Shares 14,183 Est. Cost $30.41 Unrealized -14.8%
RIG TRANSOCEAN INC 0.3%
Value ($000) $320 Shares 10,000 Est. Cost $41.17 Unrealized -5.0%
E M C CORP MASS 0.1%
Value ($000) $146 Shares 5,000 Est. Cost $29.20 Unrealized