Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 12, 2015

Total Value ($000): $123,221 (100.0% shares, 0.0% debt)

Holdings (80)

JNJ JOHNSON & JOHNSON 8.7%
Value ($000) $10,666 Shares 102,000 Est. Cost $65.75 Unrealized +17.6%
PFE PFIZER INC 4.0%
Value ($000) $4,906 Shares 157,488 Est. Cost $17.62 Unrealized +2.0%
PG PROCTER & GAMBLE CO 3.8%
Value ($000) $4,737 Shares 52,000 Est. Cost $58.01 Unrealized +11.4%
JPM JP MORGAN CHASE & CO. 3.4%
Value ($000) $4,193 Shares 67,000 Est. Cost $39.63 Unrealized +12.8%
WMT WALMART STORES INC 3.3%
Value ($000) $4,122 Shares 48,000 Est. Cost $20.35 Unrealized +7.3%
XOM EXXON MOBIL CORP 3.3%
Value ($000) $4,052 Shares 43,828 Est. Cost $55.94 Unrealized +3.7%
TORCHMARK CORP. 3.0%
Value ($000) $3,656 Shares 67,500 Est. Cost $69.56 Unrealized
MRK MERCK AND CO INC. 2.9%
Value ($000) $3,538 Shares 62,295 Est. Cost $31.29 Unrealized +25.8%
BK BANK OF NEW YORK MELLON CORP 2.6%
Value ($000) $3,246 Shares 80,000 Est. Cost $24.30 Unrealized +22.4%
AIRGAS, INC. 2.5%
Value ($000) $3,110 Shares 27,000 Est. Cost $111.85 Unrealized
INTC INTEL CORP 2.5%
Value ($000) $3,085 Shares 85,000 Est. Cost $17.92 Unrealized +48.6%
BAX BAXTER INTERNATIONAL, INC. 2.4%
Value ($000) $2,932 Shares 40,000 Est. Cost $29.22 Unrealized +10.5%
HD HOME DEPOT INC. 2.3%
Value ($000) $2,887 Shares 27,500 Est. Cost $58.72 Unrealized +27.4%
NSC NORFOLK SOUTHER CORP 2.1%
Value ($000) $2,631 Shares 24,000 Est. Cost $65.71 Unrealized +30.6%
EMR EMERSON ELECTRIC CO. 2.1%
Value ($000) $2,624 Shares 42,500 Est. Cost $48.18 Unrealized -3.7%
BA BOEING CO. 2.1%
Value ($000) $2,600 Shares 20,000 Est. Cost $110.94 Unrealized -0.3%
BMY BRISTOL MYERS SQUIBB CO. 2.0%
Value ($000) $2,479 Shares 42,000 Est. Cost $34.16 Unrealized +13.9%
ORLY O REILLY AUTOMOTIVE INC. 1.9%
Value ($000) $2,311 Shares 12,000 Est. Cost $8.43 Unrealized +39.0%
CSCO CISCO SYSTEMS INC. 1.6%
Value ($000) $1,918 Shares 68,951 Est. Cost $15.20 Unrealized +20.4%
TDG TRANSDIGM GROUP INC. 1.4%
Value ($000) $1,767 Shares 9,000 Est. Cost $81.23 Unrealized +45.1%
LMT LOCKHEED MARTIN CORP 1.3%
Value ($000) $1,637 Shares 8,500 Est. Cost $97.17 Unrealized +41.2%
PETSMART INC 1.3%
Value ($000) $1,626 Shares 20,000 Est. Cost $71.13 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.3%
Value ($000) $1,599 Shares 16,000 Est. Cost $60.82 Unrealized +12.3%
MEDTRONIC INC 1.3%
Value ($000) $1,588 Shares 22,000 Est. Cost $57.41 Unrealized
LINEAR TECHNOLOGY CORP 1.3%
Value ($000) $1,550 Shares 34,000 Est. Cost $45.56 Unrealized
EXPRESS SCRIPTS HOLDING CO. 1.2%
Value ($000) $1,439 Shares 17,000 Est. Cost $70.24 Unrealized
ITW ILLINOIS TOOL WORKS INC. 1.2%
Value ($000) $1,421 Shares 15,000 Est. Cost $59.45 Unrealized +17.9%
CL COLGATE PALMOLIVE CO. 1.1%
Value ($000) $1,384 Shares 20,000 Est. Cost $48.40 Unrealized +7.8%
SLB SCHLUMBERGER LTD. 1.1%
Value ($000) $1,367 Shares 16,000 Est. Cost $65.05 Unrealized +3.5%
WFC WELLS FARGO & CO. 1.0%
Value ($000) $1,206 Shares 22,000 Est. Cost $30.76 Unrealized +26.0%
GIS GENERAL MILLS INC. 1.0%
Value ($000) $1,173 Shares 22,000 Est. Cost $32.89 Unrealized +7.2%
KELLOGG CO. 0.9%
Value ($000) $1,145 Shares 17,500 Est. Cost $37.78 Unrealized +7.7%
CAT CATERPILLAR, INC. 0.9%
Value ($000) $1,144 Shares 12,500 Est. Cost $62.67 Unrealized +17.0%
WALGREEN CO 0.9%
Value ($000) $1,143 Shares 15,000 Est. Cost $57.47 Unrealized
SIGMA ALDRICH CORP 0.9%
Value ($000) $1,098 Shares 8,000 Est. Cost $94.00 Unrealized
AMG AFFILIATED MANAGERS GROUP INC. 0.9%
Value ($000) $1,061 Shares 5,000 Est. Cost $193.15 Unrealized -0.4%
KO COCA-COLA CO. 0.9%
Value ($000) $1,056 Shares 25,000 Est. Cost $26.95 Unrealized +11.5%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,053 Shares 22,500 Est. Cost $26.61 Unrealized +3.9%
TREEHOUSE FOODS INC. 0.8%
Value ($000) $1,026 Shares 12,000 Est. Cost $68.92 Unrealized
GENERAL ELECTRIC CO. 0.8%
Value ($000) $1,011 Shares 40,000 Est. Cost $28.02 Unrealized
WEX WEX, INC. 0.8%
Value ($000) $989 Shares 10,000 Est. Cost $93.91 Unrealized +13.4%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $931 Shares 10,800 Est. Cost $71.82 Unrealized +6.3%
MSFT MICROSOFT CORP 0.8%
Value ($000) $929 Shares 20,000 Est. Cost $30.02 Unrealized +32.9%
CVX CHEVRON CORP. 0.7%
Value ($000) $897 Shares 8,000 Est. Cost $72.49 Unrealized -2.7%
SLAB SILICON LABORATORIES INC. 0.7%
Value ($000) $843 Shares 17,700 Est. Cost $40.96 Unrealized +7.7%
JBHT JB HUNT TRANSPORT SERVICES INC. 0.7%
Value ($000) $843 Shares 10,000 Est. Cost $66.44 Unrealized +7.8%
ABBV ABBVIE INC. 0.7%
Value ($000) $818 Shares 12,500 Est. Cost $30.39 Unrealized +32.4%
FAST FASTENAL CO. 0.7%
Value ($000) $809 Shares 17,000 Est. Cost $8.75 Unrealized -4.7%
AVY AVERY DENNISON CORP 0.7%
Value ($000) $804 Shares 15,500 Est. Cost $37.09 Unrealized +3.6%
IBM INTERNATIONAL BUSINESS MACHING CORP. 0.7%
Value ($000) $802 Shares 5,000 Est. Cost $106.40 Unrealized -5.6%
TSCO TRACTOR SUPPLY CO. 0.6%
Value ($000) $788 Shares 10,000 Est. Cost $12.05 Unrealized +1.2%
CONTINENTAL RESOURCES, INC. 0.6%
Value ($000) $767 Shares 20,000 Est. Cost $89.50 Unrealized
RED HAT INC. 0.6%
Value ($000) $761 Shares 11,000 Est. Cost $55.93 Unrealized
DKS DICKS SPORTING GOODS, INC. 0.6%
Value ($000) $745 Shares 15,000 Est. Cost $40.55 Unrealized -13.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $743 Shares 10,000 Est. Cost $50.36 Unrealized +5.9%
PRECISION CASTPARTS CORP 0.6%
Value ($000) $723 Shares 3,000 Est. Cost $269.33 Unrealized
HARRIS CORP DEL 0.6%
Value ($000) $718 Shares 10,000 Est. Cost $69.80 Unrealized
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $716 Shares 40,000 Est. Cost $11.68 Unrealized +16.0%
AJG ARTHUR J. GALLAGHER & CO. 0.6%
Value ($000) $706 Shares 15,000 Est. Cost $36.51 Unrealized +4.2%
RHI ROBERT HALF INTERNATIONAL INC. 0.6%
Value ($000) $701 Shares 12,000 Est. Cost $41.19 Unrealized +31.8%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $690 Shares 6,000 Est. Cost $116.83 Unrealized
IEX IDEXX LABORATORIES CORP 0.5%
Value ($000) $667 Shares 4,500 Est. Cost $59.23 Unrealized +8.8%
STERICYCLE INC. 0.5%
Value ($000) $655 Shares 5,000 Est. Cost $116.68 Unrealized
SBH SALLY BEAUTY HOLDINGS INC. 0.5%
Value ($000) $649 Shares 21,100 Est. Cost $27.38 Unrealized +8.5%
ULTA ULTA SALON COSMETICS & FRAGRANCE 0.5%
Value ($000) $639 Shares 5,000 Est. Cost $117.26 Unrealized +4.5%
LNC LINCOLN NATIONAL CORP 0.5%
Value ($000) $577 Shares 10,000 Est. Cost $31.80 Unrealized +15.1%
PRICELINE GROUP INC 0.5%
Value ($000) $570 Shares 500 Est. Cost $1204.00 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $563 Shares 12,500 Est. Cost $29.23 Unrealized +20.8%
LULU LULULEMON ATHLETICA INC 0.5%
Value ($000) $563 Shares 10,100 Est. Cost $47.77 Unrealized -4.5%
SYNTEL INC. 0.4%
Value ($000) $540 Shares 12,000 Est. Cost $68.00 Unrealized
GUIDEWIRE SOFTWARE INC 0.4%
Value ($000) $532 Shares 10,500 Est. Cost $50.67 Unrealized
G GENPACT LIMITED 0.4%
Value ($000) $492 Shares 26,000 Est. Cost $16.90 Unrealized -5.7%
SU SUNCOR ENERGY INC. 0.4%
Value ($000) $445 Shares 14,000 Est. Cost $23.19 Unrealized -3.6%
TRS TRIMAS CORP. 0.4%
Value ($000) $444 Shares 14,183 Est. Cost $30.41 Unrealized -22.4%
WSO WATSCO INC 0.3%
Value ($000) $428 Shares 4,000 Est. Cost $92.47 Unrealized +7.4%
DUNKIN BRAND GROUP, INC. 0.3%
Value ($000) $427 Shares 10,000 Est. Cost $48.20 Unrealized
CSGP COSTAR GROUP INC 0.3%
Value ($000) $404 Shares 2,200 Est. Cost $16.16 Unrealized 0.0%
VRSK VERISK ANALYTICS INC - CLASS A 0.3%
Value ($000) $384 Shares 6,000 Est. Cost $59.51 Unrealized 0.0%
RIG TRANSOCEAN INC 0.1%
Value ($000) $183 Shares 10,000 Est. Cost $41.17 Unrealized -39.3%
E M C CORP MASS 0.1%
Value ($000) $149 Shares 5,000 Est. Cost $29.20 Unrealized