Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 12, 2019

Total Value ($000): $176,709 (100.0% shares, 0.0% debt)

Holdings (88)

JNJ JOHNSON & JOHNSON 7.5%
Value ($000) $13,197 Shares 102,000 Est. Cost $65.75 Unrealized +67.3%
BA BOEING CO 4.8%
Value ($000) $8,561 Shares 22,500 Est. Cost $111.79 Unrealized +215.2%
JPM JP MORGAN CHASE & CO 4.5%
Value ($000) $7,885 Shares 67,000 Est. Cost $39.63 Unrealized +139.9%
PG PROCTER & GAMBLE CO 3.7%
Value ($000) $6,468 Shares 52,000 Est. Cost $58.01 Unrealized +74.1%
GL GLOBE LIFE INC 3.7%
Value ($000) $6,464 Shares 67,500 Est. Cost $86.06 Unrealized 0.0%
HD HOME DEPOT INC 3.6%
Value ($000) $6,381 Shares 27,500 Est. Cost $58.72 Unrealized +218.6%
WMT WALMART STORES INC 3.2%
Value ($000) $5,697 Shares 48,000 Est. Cost $20.35 Unrealized +69.4%
PFE PFIZER INC 3.2%
Value ($000) $5,659 Shares 157,488 Est. Cost $17.62 Unrealized +53.3%
MRK MERCK AND CO INC 3.0%
Value ($000) $5,244 Shares 62,295 Est. Cost $31.29 Unrealized +109.3%
INTC INTEL CORP 2.5%
Value ($000) $4,380 Shares 85,000 Est. Cost $17.92 Unrealized +140.0%
NSC NORFOLK SOUTHERN CORP 2.4%
Value ($000) $4,312 Shares 24,000 Est. Cost $65.71 Unrealized +145.8%
BK BANK OF NEW YORK MELLON CORP 2.0%
Value ($000) $3,617 Shares 80,000 Est. Cost $24.30 Unrealized +52.3%
BAX BAXTER INTERNATIONAL INC 2.0%
Value ($000) $3,499 Shares 40,000 Est. Cost $29.22 Unrealized +158.4%
CSCO CISCO SYSTEMS INC 1.9%
Value ($000) $3,407 Shares 68,951 Est. Cost $15.20 Unrealized +181.5%
LMT LOCKHEED MARTIN CORP 1.9%
Value ($000) $3,316 Shares 8,500 Est. Cost $97.17 Unrealized +225.7%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $3,177 Shares 45,000 Est. Cost $55.93 Unrealized -3.9%
TDG TRANSDIGM GROUP INC 1.8%
Value ($000) $3,124 Shares 6,000 Est. Cost $81.23 Unrealized +382.7%
MA MASTERCARD INC. 1.6%
Value ($000) $2,879 Shares 10,600 Est. Cost $71.82 Unrealized +270.5%
EMR EMERSON ELECTRIC CO 1.6%
Value ($000) $2,842 Shares 42,500 Est. Cost $48.18 Unrealized +12.8%
MSFT MICROSOFT CORP 1.6%
Value ($000) $2,781 Shares 20,000 Est. Cost $30.02 Unrealized +332.8%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $2,707 Shares 16,000 Est. Cost $60.82 Unrealized +129.1%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $2,499 Shares 11,500 Est. Cost $139.78 Unrealized +55.3%
IDXX IDEXX LABORATORIES INC 1.4%
Value ($000) $2,447 Shares 9,000 Est. Cost $278.27 Unrealized 0.0%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $2,347 Shares 15,000 Est. Cost $59.45 Unrealized +119.0%
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value ($000) $2,130 Shares 42,000 Est. Cost $34.16 Unrealized +7.6%
LHX L3HARRIS TECHNOLOGIES INC 1.2%
Value ($000) $2,086 Shares 10,000 Est. Cost $180.55 Unrealized 0.0%
CSGP COSTAR GROUP INC 1.1%
Value ($000) $1,898 Shares 3,200 Est. Cost $17.09 Unrealized +250.2%
ZTS ZOETIS INC 1.1%
Value ($000) $1,869 Shares 15,000 Est. Cost $42.07 Unrealized +172.3%
AVY AVERY DENNISON CORP 1.0%
Value ($000) $1,760 Shares 15,500 Est. Cost $37.09 Unrealized +175.3%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $1,658 Shares 6,000 Est. Cost $86.68 Unrealized +236.8%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,579 Shares 12,500 Est. Cost $62.67 Unrealized +77.3%
ABBV ABBVIE INC COM 0.9%
Value ($000) $1,514 Shares 20,000 Est. Cost $33.39 Unrealized +57.5%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,513 Shares 30,000 Est. Cost $32.49 Unrealized +22.5%
VEEV VEEVA SYSTEMS INC - CLASS A 0.9%
Value ($000) $1,512 Shares 9,900 Est. Cost $44.91 Unrealized +257.1%
AJG ARTHUR J GALLAGHER & CO 0.8%
Value ($000) $1,478 Shares 16,500 Est. Cost $40.18 Unrealized +106.9%
CL COLGATE-PALMOLIVE CO 0.8%
Value ($000) $1,470 Shares 20,000 Est. Cost $48.40 Unrealized +29.2%
KO COCA-COLA CO 0.8%
Value ($000) $1,361 Shares 25,000 Est. Cost $26.95 Unrealized +63.1%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,358 Shares 22,500 Est. Cost $26.61 Unrealized +51.9%
AMT AMERICAN TOWER CORP 0.8%
Value ($000) $1,327 Shares 6,000 Est. Cost $74.92 Unrealized +144.8%
SBUX STARBUCKS CORP 0.8%
Value ($000) $1,326 Shares 15,000 Est. Cost $45.70 Unrealized +76.4%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $1,292 Shares 10,000 Est. Cost $77.65 Unrealized +32.5%
BDX BECTON DICKINSON AND CO 0.7%
Value ($000) $1,265 Shares 5,000 Est. Cost $160.56 Unrealized +39.2%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $1,255 Shares 15,000 Est. Cost $30.51 Unrealized +149.3%
FISV FISERV INC 0.7%
Value ($000) $1,243 Shares 12,000 Est. Cost $86.35 Unrealized +18.2%
GIS GENERAL MILLS INC 0.7%
Value ($000) $1,213 Shares 22,000 Est. Cost $32.89 Unrealized +31.9%
V VISA INC 0.7%
Value ($000) $1,195 Shares 6,950 Est. Cost $142.46 Unrealized +19.6%
VRSK VERISK ANALYTICS INC 0.7%
Value ($000) $1,186 Shares 7,500 Est. Cost $63.30 Unrealized +135.2%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $1,167 Shares 40,000 Est. Cost $11.68 Unrealized +110.3%
KELLOGG CO 0.6%
Value ($000) $1,126 Shares 17,500 Est. Cost $37.78 Unrealized +20.1%
JBHT HUNT JB TRANS SVCS INC 0.6%
Value ($000) $1,107 Shares 10,000 Est. Cost $66.44 Unrealized +46.2%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $1,106 Shares 10,500 Est. Cost $51.79 Unrealized +94.7%
CPRT COPART INC 0.6%
Value ($000) $1,101 Shares 13,700 Est. Cost $12.35 Unrealized +57.2%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $1,092 Shares 8,000 Est. Cost $113.50 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $1,043 Shares 8,000 Est. Cost $89.78 Unrealized +49.5%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $950 Shares 8,500 Est. Cost $66.51 Unrealized +51.6%
CVX CHEVRON CORP 0.5%
Value ($000) $949 Shares 8,000 Est. Cost $72.49 Unrealized +26.3%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $896 Shares 11,600 Est. Cost $36.13 Unrealized +78.9%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $887 Shares 4,000 Est. Cost $104.91 Unrealized +83.5%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $854 Shares 25,000 Est. Cost $52.77 Unrealized -41.3%
WSO WATSCO INC 0.5%
Value ($000) $846 Shares 5,000 Est. Cost $98.91 Unrealized +64.0%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $830 Shares 15,000 Est. Cost $84.67 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $807 Shares 5,000 Est. Cost $71.77 Unrealized +100.6%
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $797 Shares 2,000 Est. Cost $8.43 Unrealized +206.4%
GOOG ALPHABET INC-CL C 0.4%
Value ($000) $731 Shares 600 Est. Cost $56.48 Unrealized +4.0%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.4%
Value ($000) $727 Shares 5,000 Est. Cost $106.40 Unrealized -3.7%
AMZN AMAZON.COM INC 0.4%
Value ($000) $694 Shares 400 Est. Cost $88.18 Unrealized +5.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $692 Shares 7,500 Est. Cost $52.22 Unrealized +61.0%
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $668 Shares 12,000 Est. Cost $41.19 Unrealized +36.9%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $635 Shares 12,000 Est. Cost $46.33 Unrealized
ALDER BIOPHARMACEUTICALS INC 0.4%
Value ($000) $633 Shares 33,575 Est. Cost $32.73 Unrealized
TYL TYLER TECHNOLOGIES INC 0.4%
Value ($000) $630 Shares 2,400 Est. Cost $207.50 Unrealized +18.0%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $627 Shares 2,500 Est. Cost $117.26 Unrealized +161.6%
BJ BJ'S WHOLESALE CLUB HOLDINGS INC 0.4%
Value ($000) $621 Shares 24,000 Est. Cost $24.90 Unrealized 0.0%
CONTINENTAL RESOURCES INC 0.3%
Value ($000) $616 Shares 20,000 Est. Cost $89.50 Unrealized
LNC LINCOLN NATIONAL CORP 0.3%
Value ($000) $603 Shares 10,000 Est. Cost $31.80 Unrealized +38.7%
RAYTHEON COMPANY 0.3%
Value ($000) $589 Shares 3,000 Est. Cost $176.67 Unrealized
CI CIGNA CORP 0.3%
Value ($000) $536 Shares 3,529 Est. Cost $190.77 Unrealized -22.0%
WST WEST PHARMACEUTICAL SERVICES 0.3%
Value ($000) $525 Shares 3,700 Est. Cost $95.48 Unrealized +41.8%
FAST FASTENAL CO 0.3%
Value ($000) $523 Shares 16,000 Est. Cost $11.34 Unrealized +16.7%
DLB DOLBY LABORATORIES INC-CL A 0.3%
Value ($000) $517 Shares 8,000 Est. Cost $57.85 Unrealized -1.0%
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $499 Shares 10,000 Est. Cost $49.42 Unrealized -8.3%
USFD US FOODS HOLDING CORP 0.3%
Value ($000) $493 Shares 12,000 Est. Cost $36.45 Unrealized +5.9%
COOPER COS INC/THE 0.3%
Value ($000) $475 Shares 1,600 Est. Cost $296.56 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $452 Shares 2,500 Est. Cost $101.02 Unrealized +105.8%
CHKP CHECK POINT SOFTWARE TECH 0.2%
Value ($000) $438 Shares 4,000 Est. Cost $117.15 Unrealized -4.8%
ACN ACCENTURE PLC-CL A 0.2%
Value ($000) $346 Shares 1,800 Est. Cost $142.15 Unrealized +24.2%
APH AMPHENOL CORP-CL A 0.2%
Value ($000) $290 Shares 3,000 Est. Cost $20.93 Unrealized +3.6%
INTU INTUIT INC 0.1%
Value ($000) $213 Shares 800 Est. Cost $221.02 Unrealized +19.4%