Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $125,321 (100.0% shares, 0.0% debt)

Holdings (78)

JNJ JOHNSON & JOHNSON 9.6%
Value ($000) $12,049 Shares 102,000 Est. Cost $65.75 Unrealized +42.3%
PFE PFIZER INC 4.3%
Value ($000) $5,334 Shares 157,488 Est. Cost $17.62 Unrealized +26.3%
PG PROCTER & GAMBLE CO 3.7%
Value ($000) $4,667 Shares 52,000 Est. Cost $58.01 Unrealized +16.4%
JPM JP MORGAN CHASE & CO 3.6%
Value ($000) $4,462 Shares 67,000 Est. Cost $39.63 Unrealized +28.3%
TORCHMARK CORP 3.4%
Value ($000) $4,313 Shares 67,500 Est. Cost $69.56 Unrealized
MRK MERCK AND CO INC 3.1%
Value ($000) $3,888 Shares 62,295 Est. Cost $31.29 Unrealized +39.8%
XOM EXXON MOBIL CORP 3.1%
Value ($000) $3,825 Shares 43,828 Est. Cost $55.94 Unrealized +4.6%
HD HOME DEPOT INC 2.8%
Value ($000) $3,539 Shares 27,500 Est. Cost $58.72 Unrealized +81.1%
WMT WALMART STORES INC 2.8%
Value ($000) $3,462 Shares 48,000 Est. Cost $20.35 Unrealized +1.2%
INTC INTEL CORP 2.6%
Value ($000) $3,209 Shares 85,000 Est. Cost $17.92 Unrealized +59.7%
BK BANK OF NEW YORK MELLON CORP 2.5%
Value ($000) $3,190 Shares 80,000 Est. Cost $24.30 Unrealized +28.8%
BA BOEING CO 2.4%
Value ($000) $2,964 Shares 22,500 Est. Cost $111.79 Unrealized +8.0%
TDG TRANSDIGM GROUP INC 2.1%
Value ($000) $2,602 Shares 9,000 Est. Cost $81.23 Unrealized +115.9%
NSC NORFOLK SOUTHERN CORP 1.9%
Value ($000) $2,329 Shares 24,000 Est. Cost $65.71 Unrealized +14.4%
EMR EMERSON ELECTRIC CO 1.8%
Value ($000) $2,317 Shares 42,500 Est. Cost $48.18 Unrealized -12.2%
BMY BRISTOL MYERS SQUIBB CO 1.8%
Value ($000) $2,265 Shares 42,000 Est. Cost $34.16 Unrealized +35.1%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $2,187 Shares 68,951 Est. Cost $15.20 Unrealized +51.7%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $2,038 Shares 8,500 Est. Cost $97.17 Unrealized +100.5%
LINEAR TECHNOLOGY CORP 1.6%
Value ($000) $2,016 Shares 34,000 Est. Cost $45.56 Unrealized
BAX BAXTER INTERNATIONAL INC 1.5%
Value ($000) $1,904 Shares 40,000 Est. Cost $29.22 Unrealized +38.3%
MDT MEDTRONIC PLC 1.5%
Value ($000) $1,901 Shares 22,000 Est. Cost $58.10 Unrealized +18.4%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $1,865 Shares 16,000 Est. Cost $60.82 Unrealized +41.5%
ITW ILLINOIS TOOL WORKS INC 1.4%
Value ($000) $1,798 Shares 15,000 Est. Cost $59.45 Unrealized +56.2%
ORLY O'REILLY AUTOMOTIVE INC 1.3%
Value ($000) $1,680 Shares 6,000 Est. Cost $8.43 Unrealized +122.3%
CL COLGATE PALMOLIVE CO 1.2%
Value ($000) $1,483 Shares 20,000 Est. Cost $48.40 Unrealized +22.7%
GIS GENERAL MILLS INC 1.1%
Value ($000) $1,405 Shares 22,000 Est. Cost $32.89 Unrealized +52.1%
KELLOGG CO 1.1%
Value ($000) $1,356 Shares 17,500 Est. Cost $37.78 Unrealized +44.7%
WFC WELLS FARGO & CO 1.1%
Value ($000) $1,328 Shares 30,000 Est. Cost $32.49 Unrealized +13.4%
ABBV ABBVIE INC COM 1.0%
Value ($000) $1,261 Shares 20,000 Est. Cost $33.39 Unrealized +31.5%
SLB SCHLUMBERGER LTD 1.0%
Value ($000) $1,258 Shares 16,000 Est. Cost $65.05 Unrealized -6.7%
WALGREENS BOOTS ALLIANCE INC 1.0%
Value ($000) $1,209 Shares 15,000 Est. Cost $84.67 Unrealized
AVY AVERY DENNISON CORP 1.0%
Value ($000) $1,206 Shares 15,500 Est. Cost $37.09 Unrealized +73.7%
ULTA ULTA SALON COSMETICS & FRAGR 0.9%
Value ($000) $1,190 Shares 5,000 Est. Cost $117.26 Unrealized +115.5%
GENERAL ELECTRIC CO 0.9%
Value ($000) $1,185 Shares 40,000 Est. Cost $28.02 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,169 Shares 22,500 Est. Cost $26.61 Unrealized +23.6%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,152 Shares 20,000 Est. Cost $30.02 Unrealized +67.6%
SHIRE PLC 0.9%
Value ($000) $1,149 Shares 5,928 Est. Cost $184.04 Unrealized
CAT CATERPILLAR INC 0.9%
Value ($000) $1,110 Shares 12,500 Est. Cost $62.67 Unrealized +5.3%
ALDER BIOPHARMACEUTICALS INC 0.9%
Value ($000) $1,100 Shares 33,575 Est. Cost $32.73 Unrealized
MA MASTERCARD INC. 0.9%
Value ($000) $1,099 Shares 10,800 Est. Cost $71.82 Unrealized +26.5%
KO COCA-COLA CO 0.8%
Value ($000) $1,058 Shares 25,000 Est. Cost $26.95 Unrealized +20.8%
TREEHOUSE FOODS INC 0.8%
Value ($000) $1,046 Shares 12,000 Est. Cost $68.92 Unrealized
CONTINENTAL RESOURCES INC 0.8%
Value ($000) $1,039 Shares 20,000 Est. Cost $89.50 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $1,023 Shares 14,500 Est. Cost $70.24 Unrealized
IEX IDEXX LABORATORIES INC 0.8%
Value ($000) $1,015 Shares 9,000 Est. Cost $63.38 Unrealized +26.9%
HARRIS CORP DEL 0.7%
Value ($000) $916 Shares 10,000 Est. Cost $69.80 Unrealized
RED HAT INC 0.7%
Value ($000) $889 Shares 11,000 Est. Cost $55.93 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $823 Shares 8,000 Est. Cost $72.49 Unrealized -5.5%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $813 Shares 8,000 Est. Cost $113.50 Unrealized
JBHT HUNT JB TRANS SVCS INC 0.6%
Value ($000) $811 Shares 10,000 Est. Cost $66.44 Unrealized +12.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value ($000) $794 Shares 5,000 Est. Cost $106.40 Unrealized -4.4%
ZTS ZOETIS INC 0.6%
Value ($000) $780 Shares 15,000 Est. Cost $42.07 Unrealized +11.9%
AMG AFFILIATED MANAGERS GROUP 0.6%
Value ($000) $767 Shares 5,300 Est. Cost $191.64 Unrealized -27.7%
AJG ARTHUR J GALLAGHER & CO 0.6%
Value ($000) $763 Shares 15,000 Est. Cost $36.51 Unrealized +16.2%
DIS DISNEY WALT CO 0.6%
Value ($000) $743 Shares 8,000 Est. Cost $89.78 Unrealized -1.0%
FAST FASTENAL CO 0.6%
Value ($000) $710 Shares 17,000 Est. Cost $8.75 Unrealized -4.9%
WSO WATSCO INC 0.6%
Value ($000) $705 Shares 5,000 Est. Cost $98.91 Unrealized +44.8%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $700 Shares 5,000 Est. Cost $114.17 Unrealized +5.6%
CSGP COSTAR GROUP INC 0.6%
Value ($000) $693 Shares 3,200 Est. Cost $17.09 Unrealized +24.5%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $680 Shares 6,000 Est. Cost $74.92 Unrealized +20.6%
TSCO TRACTOR SUPPLY COMPANY 0.5%
Value ($000) $674 Shares 10,000 Est. Cost $12.05 Unrealized +19.3%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $651 Shares 6,000 Est. Cost $86.68 Unrealized +15.8%
ALLERGAN PLC 0.5%
Value ($000) $645 Shares 2,800 Est. Cost $230.84 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value ($000) $630 Shares 10,500 Est. Cost $51.79 Unrealized +18.9%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $626 Shares 40,000 Est. Cost $11.68 Unrealized +3.3%
LULU LULULEMON ATHLETICA INC 0.5%
Value ($000) $616 Shares 10,100 Est. Cost $47.77 Unrealized +54.6%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $601 Shares 4,000 Est. Cost $104.91 Unrealized +4.8%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $528 Shares 12,500 Est. Cost $29.23 Unrealized +23.6%
SBNY SIGNATURE BANK 0.4%
Value ($000) $509 Shares 4,300 Est. Cost $132.17 Unrealized
SYNTEL INC 0.4%
Value ($000) $503 Shares 12,000 Est. Cost $68.00 Unrealized
VRSK VERISK ANALYTICS INC - CLASS A 0.4%
Value ($000) $488 Shares 6,000 Est. Cost $59.51 Unrealized +32.9%
LNC LINCOLN NATIONAL CORP 0.4%
Value ($000) $470 Shares 10,000 Est. Cost $31.80 Unrealized -2.1%
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $454 Shares 12,000 Est. Cost $41.19 Unrealized -7.5%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $441 Shares 5,000 Est. Cost $71.77 Unrealized +3.2%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $396 Shares 5,000 Est. Cost $62.76 Unrealized -7.9%
SU SUNCOR ENERGY INC 0.3%
Value ($000) $389 Shares 14,000 Est. Cost $23.19 Unrealized -15.8%
MD MEDNAX INC 0.2%
Value ($000) $265 Shares 4,000 Est. Cost $68.74 Unrealized -0.5%
T AT&T INC 0.2%
Value ($000) $203 Shares 5,000 Est. Cost $15.11 Unrealized +7.8%