Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 12, 2015

Total Value ($000): $122,041 (100.0% shares, 0.0% debt)

Holdings (80)

JNJ JOHNSON & JOHNSON 8.4%
Value ($000) $10,261 Shares 102,000 Est. Cost $65.75 Unrealized +14.2%
PFE PFIZER INC 4.5%
Value ($000) $5,479 Shares 157,488 Est. Cost $17.62 Unrealized +14.1%
PG PROCTER & GAMBLE CO 3.5%
Value ($000) $4,261 Shares 52,000 Est. Cost $58.01 Unrealized +9.6%
JPM JP MORGAN CHASE & CO 3.3%
Value ($000) $4,059 Shares 67,000 Est. Cost $39.63 Unrealized +11.7%
WMT WALMART STORES INC 3.2%
Value ($000) $3,948 Shares 48,000 Est. Cost $20.35 Unrealized +13.2%
XOM EXXON MOBIL CORP 3.1%
Value ($000) $3,725 Shares 43,828 Est. Cost $55.94 Unrealized -0.7%
TORCHMARK CORP 3.0%
Value ($000) $3,707 Shares 67,500 Est. Cost $69.56 Unrealized
MRK MERCK AND CO INC 2.9%
Value ($000) $3,581 Shares 62,295 Est. Cost $31.29 Unrealized +28.8%
BK BANK OF NEW YORK MELLON CORP 2.6%
Value ($000) $3,219 Shares 80,000 Est. Cost $24.30 Unrealized +22.4%
HD HOME DEPOT INC 2.6%
Value ($000) $3,124 Shares 27,500 Est. Cost $58.72 Unrealized +45.3%
BA BOEING CO 2.5%
Value ($000) $3,002 Shares 20,000 Est. Cost $110.94 Unrealized +15.2%
AIRGAS INC 2.3%
Value ($000) $2,865 Shares 27,000 Est. Cost $111.85 Unrealized
BAX BAXTER INTERNATIONAL INC 2.2%
Value ($000) $2,740 Shares 40,000 Est. Cost $29.22 Unrealized +8.3%
BMY BRISTOL MYERS SQUIBB CO 2.2%
Value ($000) $2,709 Shares 42,000 Est. Cost $34.16 Unrealized +27.2%
INTC INTEL CORP 2.2%
Value ($000) $2,658 Shares 85,000 Est. Cost $17.92 Unrealized +45.1%
ORLY O'REILLY AUTOMOTIVE INC 2.1%
Value ($000) $2,595 Shares 12,000 Est. Cost $8.43 Unrealized +59.4%
NSC NORFOLK SOUTHERN CORP 2.0%
Value ($000) $2,470 Shares 24,000 Est. Cost $65.71 Unrealized +28.1%
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $2,406 Shares 42,500 Est. Cost $48.18 Unrealized -9.9%
TDG TRANSDIGM GROUP INC 1.6%
Value ($000) $1,968 Shares 9,000 Est. Cost $81.23 Unrealized +62.1%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $1,898 Shares 68,951 Est. Cost $15.20 Unrealized +32.2%
LMT LOCKHEED MARTIN CORP 1.4%
Value ($000) $1,725 Shares 8,500 Est. Cost $97.17 Unrealized +51.4%
MDT MEDTRONIC PLC 1.4%
Value ($000) $1,716 Shares 22,000 Est. Cost $58.10 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC 1.4%
Value ($000) $1,669 Shares 16,000 Est. Cost $60.82 Unrealized +20.0%
LINEAR TECHNOLOGY CORP 1.3%
Value ($000) $1,591 Shares 34,000 Est. Cost $45.56 Unrealized
EXPRESS SCRIPTS HOLDING CO 1.2%
Value ($000) $1,475 Shares 17,000 Est. Cost $70.24 Unrealized
ITW ILLINOIS TOOL WORKS INC 1.2%
Value ($000) $1,457 Shares 15,000 Est. Cost $59.45 Unrealized +25.4%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $1,387 Shares 20,000 Est. Cost $48.40 Unrealized +10.9%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $1,335 Shares 16,000 Est. Cost $65.05 Unrealized -5.7%
WALGREENS BOOTS ALLIANCE INC 1.0%
Value ($000) $1,270 Shares 15,000 Est. Cost $84.67 Unrealized
GIS GENERAL MILLS INC 1.0%
Value ($000) $1,245 Shares 22,000 Est. Cost $32.89 Unrealized +11.4%
WFC WELLS FARGO & CO 1.0%
Value ($000) $1,197 Shares 22,000 Est. Cost $30.76 Unrealized +29.5%
KELLOGG CO 0.9%
Value ($000) $1,154 Shares 17,500 Est. Cost $37.78 Unrealized +10.5%
SIGMA ALDRICH CORP 0.9%
Value ($000) $1,106 Shares 8,000 Est. Cost $94.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,094 Shares 22,500 Est. Cost $26.61 Unrealized +3.8%
WEX WEX INC 0.9%
Value ($000) $1,074 Shares 10,000 Est. Cost $93.91 Unrealized +7.4%
AMG AFFILIATED MANAGERS GROUP 0.9%
Value ($000) $1,074 Shares 5,000 Est. Cost $193.15 Unrealized +5.8%
TREEHOUSE FOODS INC 0.8%
Value ($000) $1,020 Shares 12,000 Est. Cost $68.92 Unrealized
KO COCA-COLA CO 0.8%
Value ($000) $1,014 Shares 25,000 Est. Cost $26.95 Unrealized +9.9%
CAT CATERPILLAR INC 0.8%
Value ($000) $1,000 Shares 12,500 Est. Cost $62.67 Unrealized +0.7%
GENERAL ELECTRIC CO 0.8%
Value ($000) $992 Shares 40,000 Est. Cost $28.02 Unrealized
MA MASTERCARD INC. 0.8%
Value ($000) $933 Shares 10,800 Est. Cost $71.82 Unrealized +13.1%
CONTINENTAL RESOURCES INC 0.7%
Value ($000) $873 Shares 20,000 Est. Cost $89.50 Unrealized
DKS DICK'S SPORTING GOODS INC 0.7%
Value ($000) $855 Shares 15,000 Est. Cost $40.55 Unrealized +1.7%
JBHT HUNT JB TRANS SVCS INC 0.7%
Value ($000) $854 Shares 10,000 Est. Cost $66.44 Unrealized +13.6%
TSCO TRACTOR SUPPLY COMPANY 0.7%
Value ($000) $851 Shares 10,000 Est. Cost $12.05 Unrealized +18.2%
CVX CHEVRON CORP 0.7%
Value ($000) $840 Shares 8,000 Est. Cost $72.49 Unrealized -7.7%
RED HAT INC 0.7%
Value ($000) $833 Shares 11,000 Est. Cost $55.93 Unrealized
AVY AVERY DENNISON CORP 0.7%
Value ($000) $820 Shares 15,500 Est. Cost $37.09 Unrealized +16.2%
MSFT MICROSOFT CORP 0.7%
Value ($000) $813 Shares 20,000 Est. Cost $30.02 Unrealized +24.1%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.7%
Value ($000) $803 Shares 5,000 Est. Cost $106.40 Unrealized -9.3%
HARRIS CORP DEL 0.6%
Value ($000) $788 Shares 10,000 Est. Cost $69.80 Unrealized
ULTA ULTA SALON COSMETICS & FRAGR 0.6%
Value ($000) $754 Shares 5,000 Est. Cost $117.26 Unrealized +18.0%
ABBV ABBVIE INC COM 0.6%
Value ($000) $732 Shares 12,500 Est. Cost $30.39 Unrealized +27.8%
RHI ROBERT HALF INTL INC 0.6%
Value ($000) $726 Shares 12,000 Est. Cost $41.19 Unrealized +46.0%
SBH SALLY BEAUTY HOLDINGS INC 0.6%
Value ($000) $725 Shares 21,100 Est. Cost $27.38 Unrealized +18.0%
FAST FASTENAL CO 0.6%
Value ($000) $704 Shares 17,000 Est. Cost $8.75 Unrealized -7.5%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $703 Shares 6,000 Est. Cost $117.17 Unrealized
STERICYCLE INC 0.6%
Value ($000) $702 Shares 5,000 Est. Cost $116.68 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.6%
Value ($000) $701 Shares 15,000 Est. Cost $36.51 Unrealized +4.5%
IEX IDEXX LABORATORIES INC 0.6%
Value ($000) $695 Shares 4,500 Est. Cost $59.23 Unrealized +10.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $693 Shares 10,000 Est. Cost $50.36 Unrealized +2.6%
LULU LULULEMON ATHLETICA INC 0.5%
Value ($000) $647 Shares 10,100 Est. Cost $47.77 Unrealized +34.2%
PRECISION CASTPARTS CORP 0.5%
Value ($000) $630 Shares 3,000 Est. Cost $269.33 Unrealized
SYNTEL INC 0.5%
Value ($000) $621 Shares 12,000 Est. Cost $68.00 Unrealized
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $616 Shares 40,000 Est. Cost $11.68 Unrealized +9.2%
G GENPACT LTD 0.5%
Value ($000) $605 Shares 26,000 Est. Cost $16.90 Unrealized +15.3%
PRICELINE GROUP INC 0.5%
Value ($000) $582 Shares 500 Est. Cost $1204.00 Unrealized
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $579 Shares 12,500 Est. Cost $29.23 Unrealized +28.0%
LNC LINCOLN NATIONAL CORP 0.5%
Value ($000) $575 Shares 10,000 Est. Cost $31.80 Unrealized +18.5%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value ($000) $552 Shares 10,500 Est. Cost $51.79 Unrealized 0.0%
SLAB SILICON LABORATORIES INC. 0.4%
Value ($000) $543 Shares 10,700 Est. Cost $40.96 Unrealized +18.5%
WSO WATSCO INC 0.4%
Value ($000) $503 Shares 4,000 Est. Cost $92.47 Unrealized +24.1%
DUNKIN' BRANDS GROUP INC 0.4%
Value ($000) $476 Shares 10,000 Est. Cost $48.20 Unrealized
GRFS GRIFOLS SA 0.4%
Value ($000) $459 Shares 14,000 Est. Cost $32.79 Unrealized
TRS TRIMAS CORP 0.4%
Value ($000) $437 Shares 14,183 Est. Cost $30.41 Unrealized -22.4%
CSGP COSTAR GROUP INC 0.4%
Value ($000) $435 Shares 2,200 Est. Cost $16.16 Unrealized +16.9%
VRSK VERISK ANALYTICS INC - CLASS A 0.4%
Value ($000) $428 Shares 6,000 Est. Cost $59.51 Unrealized +8.4%
SU SUNCOR ENERGY INC 0.3%
Value ($000) $410 Shares 14,000 Est. Cost $23.19 Unrealized -12.7%
RIG TRANSOCEAN INC 0.1%
Value ($000) $147 Shares 10,000 Est. Cost $41.17 Unrealized -60.6%
E M C CORP MASS 0.1%
Value ($000) $128 Shares 5,000 Est. Cost $29.20 Unrealized