Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 2, 2015

Total Value ($000): $112,798 (100.0% shares, 0.0% debt)

Holdings (82)

JNJ JOHNSON & JOHNSON 8.4%
Value ($000) $9,522 Shares 102,000 Est. Cost $65.75 Unrealized +10.2%
PFE PFIZER INC 4.4%
Value ($000) $4,947 Shares 157,488 Est. Cost $17.62 Unrealized +16.9%
JPM JP MORGAN CHASE & CO 3.6%
Value ($000) $4,085 Shares 67,000 Est. Cost $39.63 Unrealized +25.2%
TORCHMARK CORP 3.4%
Value ($000) $3,807 Shares 67,500 Est. Cost $69.56 Unrealized
PG PROCTER & GAMBLE CO 3.3%
Value ($000) $3,741 Shares 52,000 Est. Cost $58.01 Unrealized -2.9%
XOM EXXON MOBIL CORP 2.9%
Value ($000) $3,259 Shares 43,828 Est. Cost $55.94 Unrealized -12.3%
HD HOME DEPOT INC 2.8%
Value ($000) $3,176 Shares 27,500 Est. Cost $58.72 Unrealized +54.0%
BK BANK OF NEW YORK MELLON CORP 2.8%
Value ($000) $3,132 Shares 80,000 Est. Cost $24.30 Unrealized +31.7%
WMT WALMART STORES INC 2.8%
Value ($000) $3,112 Shares 48,000 Est. Cost $20.35 Unrealized -7.1%
MRK MERCK AND CO INC 2.7%
Value ($000) $3,077 Shares 62,295 Est. Cost $31.29 Unrealized +22.7%
BA BOEING CO 2.3%
Value ($000) $2,619 Shares 20,000 Est. Cost $110.94 Unrealized +11.2%
INTC INTEL CORP 2.3%
Value ($000) $2,562 Shares 85,000 Est. Cost $17.92 Unrealized +26.2%
BMY BRISTOL MYERS SQUIBB CO 2.2%
Value ($000) $2,486 Shares 42,000 Est. Cost $34.16 Unrealized +30.4%
AIRGAS INC 2.1%
Value ($000) $2,412 Shares 27,000 Est. Cost $111.85 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 2.0%
Value ($000) $2,250 Shares 9,000 Est. Cost $8.43 Unrealized +91.5%
TDG TRANSDIGM GROUP INC 1.7%
Value ($000) $1,912 Shares 9,000 Est. Cost $81.23 Unrealized +76.1%
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $1,877 Shares 42,500 Est. Cost $48.18 Unrealized -22.5%
NSC NORFOLK SOUTHERN CORP 1.6%
Value ($000) $1,834 Shares 24,000 Est. Cost $65.71 Unrealized -0.9%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $1,810 Shares 68,951 Est. Cost $15.20 Unrealized +28.8%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $1,762 Shares 8,500 Est. Cost $97.17 Unrealized +58.4%
HON HONEYWELL INTERNATIONAL INC 1.3%
Value ($000) $1,515 Shares 16,000 Est. Cost $60.82 Unrealized +20.6%
MDT MEDTRONIC PLC 1.3%
Value ($000) $1,473 Shares 22,000 Est. Cost $58.10 Unrealized -1.9%
EXPRESS SCRIPTS HOLDING CO 1.2%
Value ($000) $1,376 Shares 17,000 Est. Cost $70.24 Unrealized
LINEAR TECHNOLOGY CORP 1.2%
Value ($000) $1,372 Shares 34,000 Est. Cost $45.56 Unrealized
BAX BAXTER INTERNATIONAL INC 1.2%
Value ($000) $1,314 Shares 40,000 Est. Cost $29.22 Unrealized +9.7%
CL COLGATE PALMOLIVE CO 1.1%
Value ($000) $1,269 Shares 20,000 Est. Cost $48.40 Unrealized +6.0%
BAXALTA INC 1.1%
Value ($000) $1,260 Shares 40,000 Est. Cost $31.50 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $1,247 Shares 15,000 Est. Cost $84.67 Unrealized
GIS GENERAL MILLS INC 1.1%
Value ($000) $1,235 Shares 22,000 Est. Cost $32.89 Unrealized +21.6%
ITW ILLINOIS TOOL WORKS INC 1.1%
Value ($000) $1,235 Shares 15,000 Est. Cost $59.45 Unrealized +15.0%
KELLOGG CO 1.0%
Value ($000) $1,165 Shares 17,500 Est. Cost $37.78 Unrealized +14.6%
WFC WELLS FARGO & CO 1.0%
Value ($000) $1,130 Shares 22,000 Est. Cost $30.76 Unrealized +33.5%
SIGMA ALDRICH CORP 1.0%
Value ($000) $1,111 Shares 8,000 Est. Cost $94.00 Unrealized
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $1,104 Shares 16,000 Est. Cost $65.05 Unrealized -9.4%
ALDER BIOPHARMACEUTICALS INC 1.0%
Value ($000) $1,099 Shares 33,575 Est. Cost $32.73 Unrealized
GENERAL ELECTRIC CO 0.9%
Value ($000) $1,009 Shares 40,000 Est. Cost $28.02 Unrealized
KO COCA-COLA CO 0.9%
Value ($000) $1,003 Shares 25,000 Est. Cost $26.95 Unrealized +7.0%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $979 Shares 22,500 Est. Cost $26.61 Unrealized +1.5%
MA MASTERCARD INC. 0.9%
Value ($000) $973 Shares 10,800 Est. Cost $71.82 Unrealized +23.0%
TREEHOUSE FOODS INC 0.8%
Value ($000) $933 Shares 12,000 Est. Cost $68.92 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $885 Shares 20,000 Est. Cost $30.02 Unrealized +29.7%
AVY AVERY DENNISON CORP 0.8%
Value ($000) $877 Shares 15,500 Est. Cost $37.09 Unrealized +34.1%
WEX WEX INC 0.8%
Value ($000) $868 Shares 10,000 Est. Cost $93.91 Unrealized +6.1%
AMG AFFILIATED MANAGERS GROUP 0.8%
Value ($000) $855 Shares 5,000 Est. Cost $193.15 Unrealized -1.4%
TSCO TRACTOR SUPPLY COMPANY 0.7%
Value ($000) $843 Shares 10,000 Est. Cost $12.05 Unrealized +26.6%
ULTA ULTA SALON COSMETICS & FRAGR 0.7%
Value ($000) $817 Shares 5,000 Est. Cost $117.26 Unrealized +40.4%
CAT CATERPILLAR INC 0.7%
Value ($000) $817 Shares 12,500 Est. Cost $62.67 Unrealized -5.7%
RED HAT INC 0.7%
Value ($000) $791 Shares 11,000 Est. Cost $55.93 Unrealized
DKS DICK'S SPORTING GOODS INC 0.7%
Value ($000) $744 Shares 15,000 Est. Cost $40.55 Unrealized -5.8%
HARRIS CORP DEL 0.6%
Value ($000) $732 Shares 10,000 Est. Cost $69.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value ($000) $725 Shares 5,000 Est. Cost $106.40 Unrealized -10.4%
JBHT HUNT JB TRANS SVCS INC 0.6%
Value ($000) $714 Shares 10,000 Est. Cost $66.44 Unrealized +8.1%
STERICYCLE INC 0.6%
Value ($000) $697 Shares 5,000 Est. Cost $116.68 Unrealized
PRECISION CASTPARTS CORP 0.6%
Value ($000) $689 Shares 3,000 Est. Cost $269.33 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $680 Shares 12,500 Est. Cost $30.39 Unrealized +39.9%
IEX IDEXX LABORATORIES INC 0.6%
Value ($000) $668 Shares 9,000 Est. Cost $63.38 Unrealized +1.8%
CVX CHEVRON CORP 0.6%
Value ($000) $631 Shares 8,000 Est. Cost $72.49 Unrealized -25.7%
BAC BANK OF AMERICA CORP 0.6%
Value ($000) $623 Shares 40,000 Est. Cost $11.68 Unrealized +15.1%
FAST FASTENAL CO 0.6%
Value ($000) $622 Shares 17,000 Est. Cost $8.75 Unrealized -14.0%
AJG ARTHUR J GALLAGHER & CO 0.5%
Value ($000) $619 Shares 15,000 Est. Cost $36.51 Unrealized +3.1%
PRICELINE GROUP INC 0.5%
Value ($000) $618 Shares 500 Est. Cost $1204.00 Unrealized
RHI ROBERT HALF INTL INC 0.5%
Value ($000) $614 Shares 12,000 Est. Cost $41.19 Unrealized +30.7%
WSO WATSCO INC 0.5%
Value ($000) $592 Shares 5,000 Est. Cost $98.91 Unrealized +26.0%
CONTINENTAL RESOURCES INC 0.5%
Value ($000) $579 Shares 20,000 Est. Cost $89.50 Unrealized
CSGP COSTAR GROUP INC 0.5%
Value ($000) $554 Shares 3,200 Est. Cost $17.09 Unrealized +12.1%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value ($000) $552 Shares 10,500 Est. Cost $51.79 Unrealized +6.8%
SYNTEL INC 0.5%
Value ($000) $544 Shares 12,000 Est. Cost $68.00 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $537 Shares 10,000 Est. Cost $50.36 Unrealized -12.4%
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $534 Shares 6,000 Est. Cost $117.17 Unrealized
SBA COMMUNICATIONS CORP 0.5%
Value ($000) $524 Shares 5,000 Est. Cost $104.80 Unrealized
LULU LULULEMON ATHLETICA INC 0.5%
Value ($000) $512 Shares 10,100 Est. Cost $47.77 Unrealized +27.6%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $503 Shares 12,500 Est. Cost $29.23 Unrealized +32.7%
SBH SALLY BEAUTY HOLDINGS INC 0.4%
Value ($000) $501 Shares 21,100 Est. Cost $27.38 Unrealized +1.1%
ZTS ZOETIS INC 0.4%
Value ($000) $494 Shares 12,000 Est. Cost $42.76 Unrealized 0.0%
DUNKIN' BRANDS GROUP INC 0.4%
Value ($000) $490 Shares 10,000 Est. Cost $48.20 Unrealized
LNC LINCOLN NATIONAL CORP 0.4%
Value ($000) $475 Shares 10,000 Est. Cost $31.80 Unrealized +14.6%
PRGO PERRIGO CO PLC 0.4%
Value ($000) $472 Shares 3,000 Est. Cost $183.44 Unrealized 0.0%
VRSK VERISK ANALYTICS INC - CLASS A 0.4%
Value ($000) $443 Shares 6,000 Est. Cost $59.51 Unrealized +19.8%
GRFS GRIFOLS SA 0.4%
Value ($000) $426 Shares 14,000 Est. Cost $32.79 Unrealized
SU SUNCOR ENERGY INC 0.3%
Value ($000) $374 Shares 14,000 Est. Cost $23.19 Unrealized -20.0%
RIG TRANSOCEAN INC 0.2%
Value ($000) $258 Shares 20,000 Est. Cost $27.53 Unrealized -49.6%
E M C CORP MASS 0.1%
Value ($000) $121 Shares 5,000 Est. Cost $29.20 Unrealized