Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 11, 2015

Total Value: $120M (100.0% shares, 0.0% debt)

Holdings (79)

JNJ JOHNSON & JOHNSON 8.3%
Value $9.941M Shares 102,000 Est. Cost $65.75 Unrealized +13.3%
PFE PFIZER INC 4.4%
Value $5.281M Shares 157,488 Est. Cost $17.62 Unrealized +17.9%
JPM JP MORGAN CHASE & CO 3.8%
Value $4.54M Shares 67,000 Est. Cost $39.63 Unrealized +24.0%
PG PROCTER & GAMBLE CO 3.4%
Value $4.068M Shares 52,000 Est. Cost $58.01 Unrealized +3.4%
TORCHMARK CORP 3.3%
Value $3.93M Shares 67,500 Est. Cost $69.56 Unrealized
XOM EXXON MOBIL CORP 3.0%
Value $3.646M Shares 43,828 Est. Cost $55.94 Unrealized -2.9%
MRK MERCK AND CO INC 3.0%
Value $3.546M Shares 62,295 Est. Cost $31.29 Unrealized +28.6%
WMT WALMART STORES INC 2.8%
Value $3.405M Shares 48,000 Est. Cost $20.35 Unrealized +2.6%
BK BANK OF NEW YORK MELLON CORP 2.8%
Value $3.358M Shares 80,000 Est. Cost $24.30 Unrealized +34.5%
HD HOME DEPOT INC 2.5%
Value $3.056M Shares 27,500 Est. Cost $58.72 Unrealized +48.3%
AIRGAS INC 2.4%
Value $2.856M Shares 27,000 Est. Cost $111.85 Unrealized
BAX BAXTER INTERNATIONAL INC 2.3%
Value $2.797M Shares 40,000 Est. Cost $29.22 Unrealized +7.7%
BMY BRISTOL MYERS SQUIBB CO 2.3%
Value $2.795M Shares 42,000 Est. Cost $34.16 Unrealized +34.7%
BA BOEING CO 2.3%
Value $2.774M Shares 20,000 Est. Cost $110.94 Unrealized +16.1%
ORLY O'REILLY AUTOMOTIVE INC 2.3%
Value $2.712M Shares 12,000 Est. Cost $8.43 Unrealized +75.9%
INTC INTEL CORP 2.2%
Value $2.585M Shares 85,000 Est. Cost $17.92 Unrealized +40.0%
EMR EMERSON ELECTRIC CO 2.0%
Value $2.356M Shares 42,500 Est. Cost $48.18 Unrealized -8.2%
NSC NORFOLK SOUTHERN CORP 1.7%
Value $2.097M Shares 24,000 Est. Cost $65.71 Unrealized +17.9%
TDG TRANSDIGM GROUP INC 1.7%
Value $2.022M Shares 9,000 Est. Cost $81.23 Unrealized +72.5%
CSCO CISCO SYSTEMS INC 1.6%
Value $1.893M Shares 68,951 Est. Cost $15.20 Unrealized +35.7%
HON HONEYWELL INTERNATIONAL INC 1.4%
Value $1.632M Shares 16,000 Est. Cost $60.82 Unrealized +22.9%
MDT MEDTRONIC PLC 1.4%
Value $1.63M Shares 22,000 Est. Cost $58.10 Unrealized +1.2%
LMT LOCKHEED MARTIN CORP 1.3%
Value $1.58M Shares 8,500 Est. Cost $97.17 Unrealized +48.8%
EXPRESS SCRIPTS HOLDING CO 1.3%
Value $1.512M Shares 17,000 Est. Cost $70.24 Unrealized
LINEAR TECHNOLOGY CORP 1.3%
Value $1.504M Shares 34,000 Est. Cost $45.56 Unrealized
SLB SCHLUMBERGER LTD 1.1%
Value $1.379M Shares 16,000 Est. Cost $65.05 Unrealized +2.7%
ITW ILLINOIS TOOL WORKS INC 1.1%
Value $1.377M Shares 15,000 Est. Cost $59.45 Unrealized +24.4%
CL COLGATE PALMOLIVE CO 1.1%
Value $1.308M Shares 20,000 Est. Cost $48.40 Unrealized +9.4%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value $1.267M Shares 15,000 Est. Cost $84.67 Unrealized
WFC WELLS FARGO & CO 1.0%
Value $1.237M Shares 22,000 Est. Cost $30.76 Unrealized +34.5%
GIS GENERAL MILLS INC 1.0%
Value $1.226M Shares 22,000 Est. Cost $32.89 Unrealized +18.0%
WEX WEX INC 0.9%
Value $1.14M Shares 10,000 Est. Cost $93.91 Unrealized +20.9%
SIGMA ALDRICH CORP 0.9%
Value $1.115M Shares 8,000 Est. Cost $94.00 Unrealized
KELLOGG CO 0.9%
Value $1.097M Shares 17,500 Est. Cost $37.78 Unrealized +8.9%
AMG AFFILIATED MANAGERS GROUP 0.9%
Value $1.093M Shares 5,000 Est. Cost $193.15 Unrealized +11.4%
GENERAL ELECTRIC CO 0.9%
Value $1.063M Shares 40,000 Est. Cost $28.02 Unrealized
CAT CATERPILLAR INC 0.9%
Value $1.06M Shares 12,500 Est. Cost $62.67 Unrealized +5.1%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value $1.049M Shares 22,500 Est. Cost $26.61 Unrealized +6.4%
MA MASTERCARD INC. 0.8%
Value $1.01M Shares 10,800 Est. Cost $71.82 Unrealized +19.9%
KO COCA-COLA CO 0.8%
Value $981K Shares 25,000 Est. Cost $26.95 Unrealized +7.8%
TREEHOUSE FOODS INC 0.8%
Value $972K Shares 12,000 Est. Cost $68.92 Unrealized
AVY AVERY DENNISON CORP 0.8%
Value $945K Shares 15,500 Est. Cost $37.09 Unrealized +28.4%
TSCO TRACTOR SUPPLY COMPANY 0.7%
Value $899K Shares 10,000 Est. Cost $12.05 Unrealized +25.8%
MSFT MICROSOFT CORP 0.7%
Value $883K Shares 20,000 Est. Cost $30.02 Unrealized +30.9%
CONTINENTAL RESOURCES INC 0.7%
Value $848K Shares 20,000 Est. Cost $89.50 Unrealized
ABBV ABBVIE INC COM 0.7%
Value $840K Shares 12,500 Est. Cost $30.39 Unrealized +39.3%
RED HAT INC 0.7%
Value $835K Shares 11,000 Est. Cost $55.93 Unrealized
JBHT HUNT JB TRANS SVCS INC 0.7%
Value $821K Shares 10,000 Est. Cost $66.44 Unrealized +18.3%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.7%
Value $813K Shares 5,000 Est. Cost $106.40 Unrealized -3.2%
DKS DICK'S SPORTING GOODS INC 0.6%
Value $777K Shares 15,000 Est. Cost $40.55 Unrealized +2.3%
ULTA ULTA SALON COSMETICS & FRAGR 0.6%
Value $772K Shares 5,000 Est. Cost $117.26 Unrealized +31.1%
CVX CHEVRON CORP 0.6%
Value $772K Shares 8,000 Est. Cost $72.49 Unrealized -8.3%
HARRIS CORP DEL 0.6%
Value $769K Shares 10,000 Est. Cost $69.80 Unrealized
FAST FASTENAL CO 0.6%
Value $717K Shares 17,000 Est. Cost $8.75 Unrealized -9.3%
AJG ARTHUR J GALLAGHER & CO 0.6%
Value $710K Shares 15,000 Est. Cost $36.51 Unrealized +8.6%
BAC BANK OF AMERICA CORP 0.6%
Value $681K Shares 40,000 Est. Cost $11.68 Unrealized +12.4%
STERICYCLE INC 0.6%
Value $670K Shares 5,000 Est. Cost $116.68 Unrealized
UNITED TECHNOLOGIES CORP 0.6%
Value $666K Shares 6,000 Est. Cost $117.17 Unrealized
SBH SALLY BEAUTY HOLDINGS INC 0.6%
Value $666K Shares 21,100 Est. Cost $27.38 Unrealized +15.9%
RHI ROBERT HALF INTL INC 0.6%
Value $666K Shares 12,000 Est. Cost $41.19 Unrealized +38.9%
LULU LULULEMON ATHLETICA INC 0.5%
Value $660K Shares 10,100 Est. Cost $47.77 Unrealized +36.1%
QCOM QUALCOMM INC 0.5%
Value $626K Shares 10,000 Est. Cost $50.36 Unrealized -0.1%
ABT ABBOTT LABORATORIES 0.5%
Value $614K Shares 12,500 Est. Cost $29.23 Unrealized +34.6%
PRECISION CASTPARTS CORP 0.5%
Value $600K Shares 3,000 Est. Cost $269.33 Unrealized
LNC LINCOLN NATIONAL CORP 0.5%
Value $592K Shares 10,000 Est. Cost $31.80 Unrealized +24.7%
IEX IDEXX LABORATORIES INC 0.5%
Value $577K Shares 9,000 Est. Cost $63.38 Unrealized +6.5%
PRICELINE GROUP INC 0.5%
Value $576K Shares 500 Est. Cost $1204.00 Unrealized
SYNTEL INC 0.5%
Value $570K Shares 12,000 Est. Cost $68.00 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value $556K Shares 10,500 Est. Cost $51.79 Unrealized -0.6%
G GENPACT LTD 0.5%
Value $555K Shares 26,000 Est. Cost $16.90 Unrealized +20.0%
DUNKIN' BRANDS GROUP INC 0.5%
Value $550K Shares 10,000 Est. Cost $48.20 Unrealized
WSO WATSCO INC 0.4%
Value $495K Shares 4,000 Est. Cost $92.47 Unrealized +34.6%
CSGP COSTAR GROUP INC 0.4%
Value $443K Shares 2,200 Est. Cost $16.16 Unrealized +26.2%
VRSK VERISK ANALYTICS INC - CLASS A 0.4%
Value $437K Shares 6,000 Est. Cost $59.51 Unrealized +18.0%
GRFS GRIFOLS SA 0.4%
Value $434K Shares 14,000 Est. Cost $32.79 Unrealized
TRS TRIMAS CORP 0.3%
Value $420K Shares 14,183 Est. Cost $30.41 Unrealized -21.7%
SU SUNCOR ENERGY INC 0.3%
Value $385K Shares 14,000 Est. Cost $23.19 Unrealized -10.6%
RIG TRANSOCEAN INC 0.1%
Value $161K Shares 10,000 Est. Cost $41.17 Unrealized -56.3%
E M C CORP MASS 0.1%
Value $132K Shares 5,000 Est. Cost $29.20 Unrealized