Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 10, 2016

Total Value ($000): $118,418 (100.0% shares, 0.0% debt)

Holdings (76)

JNJ JOHNSON & JOHNSON 9.3%
Value ($000) $11,036 Shares 102,000 Est. Cost $65.75 Unrealized +19.8%
PFE PFIZER INC 3.9%
Value ($000) $4,668 Shares 157,488 Est. Cost $17.62 Unrealized +6.0%
PG PROCTER & GAMBLE CO 3.6%
Value ($000) $4,280 Shares 52,000 Est. Cost $58.01 Unrealized +6.3%
JPM JP MORGAN CHASE & CO 3.4%
Value ($000) $3,968 Shares 67,000 Est. Cost $39.63 Unrealized +13.2%
AIRGAS INC 3.2%
Value ($000) $3,824 Shares 27,000 Est. Cost $111.85 Unrealized
HD HOME DEPOT INC 3.1%
Value ($000) $3,669 Shares 27,500 Est. Cost $58.72 Unrealized +67.5%
XOM EXXON MOBIL CORP 3.1%
Value ($000) $3,664 Shares 43,828 Est. Cost $55.94 Unrealized -7.1%
TORCHMARK CORP 3.1%
Value ($000) $3,656 Shares 67,500 Est. Cost $69.56 Unrealized
MRK MERCK AND CO INC 2.8%
Value ($000) $3,296 Shares 62,295 Est. Cost $31.29 Unrealized +15.2%
WMT WALMART STORES INC 2.8%
Value ($000) $3,288 Shares 48,000 Est. Cost $20.35 Unrealized -10.0%
BK BANK OF NEW YORK MELLON CORP 2.5%
Value ($000) $2,946 Shares 80,000 Est. Cost $24.30 Unrealized +15.9%
INTC INTEL CORP 2.3%
Value ($000) $2,750 Shares 85,000 Est. Cost $17.92 Unrealized +36.1%
BMY BRISTOL MYERS SQUIBB CO 2.3%
Value ($000) $2,683 Shares 42,000 Est. Cost $34.16 Unrealized +31.2%
BA BOEING CO 2.1%
Value ($000) $2,539 Shares 20,000 Est. Cost $110.94 Unrealized +0.8%
EMR EMERSON ELECTRIC CO 2.0%
Value ($000) $2,311 Shares 42,500 Est. Cost $48.18 Unrealized -22.4%
NSC NORFOLK SOUTHERN CORP 1.7%
Value ($000) $1,998 Shares 24,000 Est. Cost $65.71 Unrealized -6.3%
TDG TRANSDIGM GROUP INC 1.7%
Value ($000) $1,983 Shares 9,000 Est. Cost $81.23 Unrealized +68.0%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $1,963 Shares 68,951 Est. Cost $15.20 Unrealized +24.6%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $1,883 Shares 8,500 Est. Cost $97.17 Unrealized +70.0%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $1,793 Shares 16,000 Est. Cost $60.82 Unrealized +25.5%
MDT MEDTRONIC PLC 1.4%
Value ($000) $1,650 Shares 22,000 Est. Cost $58.10 Unrealized +1.4%
BAX BAXTER INTERNATIONAL INC 1.4%
Value ($000) $1,643 Shares 40,000 Est. Cost $29.22 Unrealized +11.1%
ORLY O'REILLY AUTOMOTIVE INC 1.4%
Value ($000) $1,642 Shares 6,000 Est. Cost $8.43 Unrealized +102.5%
BAXALTA INC 1.4%
Value ($000) $1,616 Shares 40,000 Est. Cost $31.50 Unrealized
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $1,537 Shares 15,000 Est. Cost $59.45 Unrealized +23.2%
LINEAR TECHNOLOGY CORP 1.3%
Value ($000) $1,515 Shares 34,000 Est. Cost $45.56 Unrealized
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $1,413 Shares 20,000 Est. Cost $48.40 Unrealized +9.2%
GIS GENERAL MILLS INC 1.2%
Value ($000) $1,394 Shares 22,000 Est. Cost $32.89 Unrealized +25.3%
KELLOGG CO 1.1%
Value ($000) $1,340 Shares 17,500 Est. Cost $37.78 Unrealized +28.8%
GENERAL ELECTRIC CO 1.1%
Value ($000) $1,272 Shares 40,000 Est. Cost $28.02 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.1%
Value ($000) $1,264 Shares 15,000 Est. Cost $84.67 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,217 Shares 22,500 Est. Cost $26.61 Unrealized +12.9%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $1,180 Shares 16,000 Est. Cost $65.05 Unrealized -18.3%
EXPRESS SCRIPTS HOLDING CO 1.0%
Value ($000) $1,168 Shares 17,000 Est. Cost $70.24 Unrealized
KO COCA-COLA CO 1.0%
Value ($000) $1,160 Shares 25,000 Est. Cost $26.95 Unrealized +18.2%
AVY AVERY DENNISON CORP 0.9%
Value ($000) $1,118 Shares 15,500 Est. Cost $37.09 Unrealized +45.5%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,105 Shares 20,000 Est. Cost $30.02 Unrealized +53.5%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,064 Shares 22,000 Est. Cost $30.76 Unrealized +20.6%
TREEHOUSE FOODS INC 0.9%
Value ($000) $1,041 Shares 12,000 Est. Cost $68.92 Unrealized
MA MASTERCARD INC. 0.9%
Value ($000) $1,021 Shares 10,800 Est. Cost $71.82 Unrealized +16.2%
ABBV ABBVIE INC COM 0.8%
Value ($000) $1,000 Shares 17,500 Est. Cost $32.31 Unrealized +14.9%
ULTA ULTA SALON COSMETICS & FRAGR 0.8%
Value ($000) $969 Shares 5,000 Est. Cost $117.26 Unrealized +48.6%
CAT CATERPILLAR INC 0.8%
Value ($000) $957 Shares 12,500 Est. Cost $62.67 Unrealized -15.3%
TSCO TRACTOR SUPPLY COMPANY 0.8%
Value ($000) $905 Shares 10,000 Est. Cost $12.05 Unrealized +22.2%
AMG AFFILIATED MANAGERS GROUP 0.7%
Value ($000) $861 Shares 5,300 Est. Cost $191.64 Unrealized -29.5%
JBHT HUNT JB TRANS SVCS INC 0.7%
Value ($000) $842 Shares 10,000 Est. Cost $66.44 Unrealized +3.9%
FAST FASTENAL CO 0.7%
Value ($000) $833 Shares 17,000 Est. Cost $8.75 Unrealized -4.2%
ALDER BIOPHARMACEUTICALS INC 0.7%
Value ($000) $822 Shares 33,575 Est. Cost $32.73 Unrealized
RED HAT INC 0.7%
Value ($000) $820 Shares 11,000 Est. Cost $55.93 Unrealized
HARRIS CORP DEL 0.7%
Value ($000) $779 Shares 10,000 Est. Cost $69.80 Unrealized
CVX CHEVRON CORP 0.6%
Value ($000) $763 Shares 8,000 Est. Cost $72.49 Unrealized -20.8%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value ($000) $757 Shares 5,000 Est. Cost $106.40 Unrealized -21.0%
IEX IDEXX LABORATORIES INC 0.6%
Value ($000) $705 Shares 9,000 Est. Cost $63.38 Unrealized +4.5%
DKS DICK'S SPORTING GOODS INC 0.6%
Value ($000) $701 Shares 15,000 Est. Cost $40.55 Unrealized -23.7%
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $684 Shares 10,100 Est. Cost $47.77 Unrealized +25.7%
SBH SALLY BEAUTY HOLDINGS INC 0.6%
Value ($000) $683 Shares 21,100 Est. Cost $27.38 Unrealized +8.4%
WSO WATSCO INC 0.6%
Value ($000) $674 Shares 5,000 Est. Cost $98.91 Unrealized +22.7%
AJG ARTHUR J GALLAGHER & CO 0.6%
Value ($000) $667 Shares 15,000 Est. Cost $36.51 Unrealized -7.6%
ZTS ZOETIS INC 0.6%
Value ($000) $665 Shares 15,000 Est. Cost $42.07 Unrealized -6.6%
CONTINENTAL RESOURCES INC 0.5%
Value ($000) $607 Shares 20,000 Est. Cost $89.50 Unrealized
CSGP COSTAR GROUP INC 0.5%
Value ($000) $602 Shares 3,200 Est. Cost $17.09 Unrealized +3.6%
UNITED TECHNOLOGIES CORP 0.5%
Value ($000) $601 Shares 6,000 Est. Cost $117.17 Unrealized
SYNTEL INC 0.5%
Value ($000) $599 Shares 12,000 Est. Cost $68.00 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $596 Shares 6,000 Est. Cost $88.98 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value ($000) $572 Shares 10,500 Est. Cost $51.79 Unrealized +0.9%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $563 Shares 6,000 Est. Cost $86.68 Unrealized 0.0%
RHI ROBERT HALF INTL INC 0.5%
Value ($000) $559 Shares 12,000 Est. Cost $41.19 Unrealized +1.7%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $541 Shares 40,000 Est. Cost $11.68 Unrealized -7.1%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $523 Shares 12,500 Est. Cost $29.23 Unrealized +12.9%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $512 Shares 5,000 Est. Cost $73.16 Unrealized 0.0%
VRSK VERISK ANALYTICS INC - CLASS A 0.4%
Value ($000) $480 Shares 6,000 Est. Cost $59.51 Unrealized +17.3%
DUNKIN' BRANDS GROUP INC 0.4%
Value ($000) $472 Shares 10,000 Est. Cost $48.20 Unrealized
LNC LINCOLN NATIONAL CORP 0.3%
Value ($000) $392 Shares 10,000 Est. Cost $31.80 Unrealized -15.8%
SU SUNCOR ENERGY INC 0.3%
Value ($000) $389 Shares 14,000 Est. Cost $23.19 Unrealized -26.6%
PRGO PERRIGO CO PLC 0.3%
Value ($000) $384 Shares 3,000 Est. Cost $183.44 Unrealized -25.4%
SBNY SIGNATURE BANK 0.3%
Value ($000) $381 Shares 2,800 Est. Cost $136.07 Unrealized