Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 8, 2016

Total Value ($000): $124,252 (100.0% shares, 0.0% debt)

Holdings (80)

JNJ JOHNSON & JOHNSON 10.0%
Value ($000) $12,373 Shares 102,000 Est. Cost $65.75 Unrealized +32.4%
PFE PFIZER INC 4.5%
Value ($000) $5,545 Shares 157,488 Est. Cost $17.62 Unrealized +19.5%
PG PROCTER & GAMBLE CO 3.5%
Value ($000) $4,403 Shares 52,000 Est. Cost $58.01 Unrealized +9.2%
TORCHMARK CORP 3.4%
Value ($000) $4,173 Shares 67,500 Est. Cost $69.56 Unrealized
JPM JP MORGAN CHASE & CO 3.4%
Value ($000) $4,163 Shares 67,000 Est. Cost $39.63 Unrealized +21.9%
XOM EXXON MOBIL CORP 3.3%
Value ($000) $4,108 Shares 43,828 Est. Cost $55.94 Unrealized +3.4%
MRK MERCK AND CO INC 2.9%
Value ($000) $3,589 Shares 62,295 Est. Cost $31.29 Unrealized +26.2%
HD HOME DEPOT INC 2.8%
Value ($000) $3,511 Shares 27,500 Est. Cost $58.72 Unrealized +78.8%
WMT WALMART STORES INC 2.8%
Value ($000) $3,505 Shares 48,000 Est. Cost $20.35 Unrealized -4.1%
BK BANK OF NEW YORK MELLON CORP 2.5%
Value ($000) $3,108 Shares 80,000 Est. Cost $24.30 Unrealized +27.7%
BMY BRISTOL MYERS SQUIBB CO 2.5%
Value ($000) $3,089 Shares 42,000 Est. Cost $34.16 Unrealized +47.8%
BA BOEING CO 2.4%
Value ($000) $2,922 Shares 22,500 Est. Cost $111.79 Unrealized +6.0%
INTC INTEL CORP 2.2%
Value ($000) $2,788 Shares 85,000 Est. Cost $17.92 Unrealized +40.1%
TDG TRANSDIGM GROUP INC 1.9%
Value ($000) $2,373 Shares 9,000 Est. Cost $81.23 Unrealized +87.9%
EMR EMERSON ELECTRIC CO 1.8%
Value ($000) $2,217 Shares 42,500 Est. Cost $48.18 Unrealized -13.8%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $2,109 Shares 8,500 Est. Cost $97.17 Unrealized +87.7%
NSC NORFOLK SOUTHERN CORP 1.6%
Value ($000) $2,043 Shares 24,000 Est. Cost $65.71 Unrealized +6.1%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $1,978 Shares 68,951 Est. Cost $15.20 Unrealized +37.2%
MDT MEDTRONIC PLC 1.5%
Value ($000) $1,909 Shares 22,000 Est. Cost $58.10 Unrealized +9.3%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $1,861 Shares 16,000 Est. Cost $60.82 Unrealized +38.4%
BAX BAXTER INTERNATIONAL INC 1.5%
Value ($000) $1,809 Shares 40,000 Est. Cost $29.22 Unrealized +28.3%
ORLY O'REILLY AUTOMOTIVE INC 1.3%
Value ($000) $1,627 Shares 6,000 Est. Cost $8.43 Unrealized +109.7%
LINEAR TECHNOLOGY CORP 1.3%
Value ($000) $1,582 Shares 34,000 Est. Cost $45.56 Unrealized
GIS GENERAL MILLS INC 1.3%
Value ($000) $1,569 Shares 22,000 Est. Cost $32.89 Unrealized +38.2%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $1,562 Shares 15,000 Est. Cost $59.45 Unrealized +40.1%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $1,464 Shares 20,000 Est. Cost $48.40 Unrealized +17.5%
KELLOGG CO 1.2%
Value ($000) $1,429 Shares 17,500 Est. Cost $37.78 Unrealized +34.8%
WFC WELLS FARGO & CO 1.1%
Value ($000) $1,420 Shares 30,000 Est. Cost $32.49 Unrealized +14.6%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $1,265 Shares 16,000 Est. Cost $65.05 Unrealized -10.5%
GENERAL ELECTRIC CO 1.0%
Value ($000) $1,259 Shares 40,000 Est. Cost $28.02 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,256 Shares 22,500 Est. Cost $26.61 Unrealized +18.3%
WALGREENS BOOTS ALLIANCE INC 1.0%
Value ($000) $1,249 Shares 15,000 Est. Cost $84.67 Unrealized
ABBV ABBVIE INC COM 1.0%
Value ($000) $1,238 Shares 20,000 Est. Cost $33.39 Unrealized +22.7%
TREEHOUSE FOODS INC 1.0%
Value ($000) $1,232 Shares 12,000 Est. Cost $68.92 Unrealized
ULTA ULTA SALON COSMETICS & FRAGR 1.0%
Value ($000) $1,218 Shares 5,000 Est. Cost $117.26 Unrealized +85.7%
AVY AVERY DENNISON CORP 0.9%
Value ($000) $1,159 Shares 15,500 Est. Cost $37.09 Unrealized +68.1%
KO COCA-COLA CO 0.9%
Value ($000) $1,133 Shares 25,000 Est. Cost $26.95 Unrealized +23.6%
EXPRESS SCRIPTS HOLDING CO 0.9%
Value ($000) $1,099 Shares 14,500 Est. Cost $70.24 Unrealized
SHIRE PLC 0.9%
Value ($000) $1,091 Shares 5,928 Est. Cost $184.04 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,023 Shares 20,000 Est. Cost $30.02 Unrealized +53.2%
MA MASTERCARD INC. 0.8%
Value ($000) $951 Shares 10,800 Est. Cost $71.82 Unrealized +25.7%
CAT CATERPILLAR INC 0.8%
Value ($000) $948 Shares 12,500 Est. Cost $62.67 Unrealized -4.5%
TSCO TRACTOR SUPPLY COMPANY 0.7%
Value ($000) $912 Shares 10,000 Est. Cost $12.05 Unrealized +33.0%
CONTINENTAL RESOURCES INC 0.7%
Value ($000) $905 Shares 20,000 Est. Cost $89.50 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $839 Shares 8,000 Est. Cost $72.49 Unrealized -7.9%
ALDER BIOPHARMACEUTICALS INC 0.7%
Value ($000) $838 Shares 33,575 Est. Cost $32.73 Unrealized
IEX IDEXX LABORATORIES INC 0.7%
Value ($000) $836 Shares 9,000 Est. Cost $63.38 Unrealized +16.4%
HARRIS CORP DEL 0.7%
Value ($000) $834 Shares 10,000 Est. Cost $69.80 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $820 Shares 8,000 Est. Cost $113.50 Unrealized
JBHT HUNT JB TRANS SVCS INC 0.7%
Value ($000) $809 Shares 10,000 Est. Cost $66.44 Unrealized +13.6%
RED HAT INC 0.6%
Value ($000) $799 Shares 11,000 Est. Cost $55.93 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $783 Shares 8,000 Est. Cost $89.78 Unrealized +2.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value ($000) $759 Shares 5,000 Est. Cost $106.40 Unrealized -10.6%
FAST FASTENAL CO 0.6%
Value ($000) $755 Shares 17,000 Est. Cost $8.75 Unrealized +1.3%
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $746 Shares 10,100 Est. Cost $47.77 Unrealized +38.8%
AMG AFFILIATED MANAGERS GROUP 0.6%
Value ($000) $746 Shares 5,300 Est. Cost $191.64 Unrealized -17.3%
AJG ARTHUR J GALLAGHER & CO 0.6%
Value ($000) $714 Shares 15,000 Est. Cost $36.51 Unrealized +8.3%
ZTS ZOETIS INC 0.6%
Value ($000) $712 Shares 15,000 Est. Cost $42.07 Unrealized +4.3%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $706 Shares 5,000 Est. Cost $114.17 Unrealized 0.0%
WSO WATSCO INC 0.6%
Value ($000) $703 Shares 5,000 Est. Cost $98.91 Unrealized +35.7%
CSGP COSTAR GROUP INC 0.6%
Value ($000) $700 Shares 3,200 Est. Cost $17.09 Unrealized +15.7%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $682 Shares 6,000 Est. Cost $74.92 Unrealized +11.8%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value ($000) $648 Shares 10,500 Est. Cost $51.79 Unrealized +11.3%
SBH SALLY BEAUTY HOLDINGS INC 0.5%
Value ($000) $621 Shares 21,100 Est. Cost $27.38 Unrealized +9.2%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $575 Shares 6,000 Est. Cost $86.68 Unrealized +10.8%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $568 Shares 4,000 Est. Cost $104.91 Unrealized 0.0%
SYNTEL INC 0.4%
Value ($000) $543 Shares 12,000 Est. Cost $68.00 Unrealized
SBNY SIGNATURE BANK 0.4%
Value ($000) $537 Shares 4,300 Est. Cost $132.17 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $531 Shares 40,000 Est. Cost $11.68 Unrealized -2.9%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $491 Shares 12,500 Est. Cost $29.23 Unrealized +14.1%
VRSK VERISK ANALYTICS INC - CLASS A 0.4%
Value ($000) $486 Shares 6,000 Est. Cost $59.51 Unrealized +26.0%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $459 Shares 5,000 Est. Cost $71.77 Unrealized 0.0%
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $458 Shares 12,000 Est. Cost $41.19 Unrealized -0.8%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $417 Shares 5,000 Est. Cost $62.76 Unrealized 0.0%
ALLERGAN PLC 0.3%
Value ($000) $416 Shares 1,800 Est. Cost $231.11 Unrealized
SU SUNCOR ENERGY INC 0.3%
Value ($000) $388 Shares 14,000 Est. Cost $23.19 Unrealized -16.2%
LNC LINCOLN NATIONAL CORP 0.3%
Value ($000) $388 Shares 10,000 Est. Cost $31.80 Unrealized -7.9%
MD MEDNAX INC 0.2%
Value ($000) $290 Shares 4,000 Est. Cost $68.74 Unrealized 0.0%
PRGO PERRIGO CO PLC 0.2%
Value ($000) $272 Shares 3,000 Est. Cost $183.44 Unrealized -43.5%
T AT&T INC 0.2%
Value ($000) $216 Shares 5,000 Est. Cost $15.11 Unrealized 0.0%