Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 10, 2020

Total Value ($000): $188,155 (100.0% shares, 0.0% debt)

Holdings (89)

JNJ JOHNSON & JOHNSON 7.9%
Value ($000) $14,879 Shares 102,000 Est. Cost $65.75 Unrealized +73.5%
JPM JP MORGAN CHASE & CO 5.0%
Value ($000) $9,340 Shares 67,000 Est. Cost $39.63 Unrealized +174.2%
BA BOEING CO 3.9%
Value ($000) $7,330 Shares 22,500 Est. Cost $111.79 Unrealized +214.0%
GL GLOBE LIFE INC 3.8%
Value ($000) $7,104 Shares 67,500 Est. Cost $86.06 Unrealized +10.0%
PG PROCTER & GAMBLE CO 3.5%
Value ($000) $6,495 Shares 52,000 Est. Cost $58.01 Unrealized +81.4%
PFE PFIZER INC 3.3%
Value ($000) $6,170 Shares 157,488 Est. Cost $17.62 Unrealized +51.6%
HD HOME DEPOT INC 3.2%
Value ($000) $6,005 Shares 27,500 Est. Cost $58.72 Unrealized +232.1%
WMT WALMART STORES INC 3.0%
Value ($000) $5,704 Shares 48,000 Est. Cost $20.35 Unrealized +78.8%
MRK MERCK AND CO INC 3.0%
Value ($000) $5,666 Shares 62,295 Est. Cost $31.29 Unrealized +115.9%
INTC INTEL CORP 2.7%
Value ($000) $5,087 Shares 85,000 Est. Cost $17.92 Unrealized +174.8%
NSC NORFOLK SOUTHERN CORP 2.5%
Value ($000) $4,659 Shares 24,000 Est. Cost $65.71 Unrealized +152.0%
BK BANK OF NEW YORK MELLON CORP 2.1%
Value ($000) $4,026 Shares 80,000 Est. Cost $24.30 Unrealized +64.3%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $3,381 Shares 11,500 Est. Cost $139.78 Unrealized +69.3%
TDG TRANSDIGM GROUP INC 1.8%
Value ($000) $3,360 Shares 6,000 Est. Cost $81.23 Unrealized +431.1%
BAX BAXTER INTERNATIONAL INC 1.8%
Value ($000) $3,345 Shares 40,000 Est. Cost $29.22 Unrealized +151.1%
LMT LOCKHEED MARTIN CORP 1.8%
Value ($000) $3,310 Shares 8,500 Est. Cost $97.17 Unrealized +234.3%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $3,307 Shares 68,951 Est. Cost $15.20 Unrealized +153.6%
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $3,241 Shares 42,500 Est. Cost $48.18 Unrealized +30.4%
MA MASTERCARD INC. 1.7%
Value ($000) $3,165 Shares 10,600 Est. Cost $71.82 Unrealized +279.5%
MSFT MICROSOFT CORP 1.7%
Value ($000) $3,154 Shares 20,000 Est. Cost $30.02 Unrealized +363.9%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $3,140 Shares 45,000 Est. Cost $55.93 Unrealized -6.9%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $2,832 Shares 16,000 Est. Cost $60.82 Unrealized +136.6%
BMY BRISTOL-MYERS SQUIBB CO 1.4%
Value ($000) $2,696 Shares 42,000 Est. Cost $34.16 Unrealized +32.3%
ITW ILLINOIS TOOL WORKS INC 1.4%
Value ($000) $2,694 Shares 15,000 Est. Cost $59.45 Unrealized +146.1%
IEX IDEXX LABORATORIES INC 1.2%
Value ($000) $2,350 Shares 9,000 Est. Cost $150.29 Unrealized 0.0%
AVY AVERY DENNISON CORP 1.1%
Value ($000) $2,028 Shares 15,500 Est. Cost $37.09 Unrealized +206.0%
ZTS ZOETIS INC 1.1%
Value ($000) $1,985 Shares 15,000 Est. Cost $42.07 Unrealized +180.7%
LHX L3HARRIS TECHNOLOGIES INC 1.1%
Value ($000) $1,979 Shares 10,000 Est. Cost $180.55 Unrealized -1.6%
ADBE ADOBE SYSTEMS INC 1.1%
Value ($000) $1,979 Shares 6,000 Est. Cost $86.68 Unrealized +239.4%
CSGP COSTAR GROUP INC 1.0%
Value ($000) $1,915 Shares 3,200 Est. Cost $17.09 Unrealized +241.6%
CAT CATERPILLAR INC 1.0%
Value ($000) $1,846 Shares 12,500 Est. Cost $62.67 Unrealized +96.3%
ABBV ABBVIE INC COM 0.9%
Value ($000) $1,771 Shares 20,000 Est. Cost $33.39 Unrealized +93.5%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,614 Shares 30,000 Est. Cost $32.49 Unrealized +37.6%
AJG ARTHUR J GALLAGHER & CO 0.8%
Value ($000) $1,571 Shares 16,500 Est. Cost $40.18 Unrealized +111.8%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $1,409 Shares 40,000 Est. Cost $11.68 Unrealized +137.9%
VEEV VEEVA SYSTEMS INC - CLASS A 0.7%
Value ($000) $1,393 Shares 9,900 Est. Cost $44.91 Unrealized +227.1%
FISV FISERV INC 0.7%
Value ($000) $1,388 Shares 12,000 Est. Cost $86.35 Unrealized +27.9%
KO COCA-COLA CO 0.7%
Value ($000) $1,384 Shares 25,000 Est. Cost $26.95 Unrealized +65.2%
KELLOGG CO 0.7%
Value ($000) $1,383 Shares 20,000 Est. Cost $39.13 Unrealized +24.1%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,382 Shares 22,500 Est. Cost $26.61 Unrealized +60.8%
AMT AMERICAN TOWER CORP 0.7%
Value ($000) $1,379 Shares 6,000 Est. Cost $74.92 Unrealized +145.3%
CL COLGATE-PALMOLIVE CO 0.7%
Value ($000) $1,377 Shares 20,000 Est. Cost $48.40 Unrealized +22.1%
BDX BECTON DICKINSON AND CO 0.7%
Value ($000) $1,360 Shares 5,000 Est. Cost $160.56 Unrealized +41.0%
SBUX STARBUCKS CORP 0.7%
Value ($000) $1,319 Shares 15,000 Est. Cost $45.70 Unrealized +63.0%
V VISA INC 0.7%
Value ($000) $1,305 Shares 6,950 Est. Cost $142.46 Unrealized +21.1%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $1,303 Shares 15,000 Est. Cost $30.51 Unrealized +146.8%
DIS DISNEY WALT CO 0.7%
Value ($000) $1,302 Shares 9,000 Est. Cost $94.89 Unrealized +43.0%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $1,283 Shares 10,000 Est. Cost $77.65 Unrealized +33.6%
CPRT COPART INC 0.7%
Value ($000) $1,246 Shares 13,700 Est. Cost $12.35 Unrealized +72.9%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $1,198 Shares 8,000 Est. Cost $113.50 Unrealized
GIS GENERAL MILLS INC 0.6%
Value ($000) $1,178 Shares 22,000 Est. Cost $32.89 Unrealized +30.1%
JBHT HUNT JB TRANS SVCS INC 0.6%
Value ($000) $1,168 Shares 10,000 Est. Cost $66.44 Unrealized +63.4%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $1,153 Shares 10,500 Est. Cost $51.79 Unrealized +116.0%
VRSK VERISK ANALYTICS INC 0.6%
Value ($000) $1,120 Shares 7,500 Est. Cost $63.30 Unrealized +125.0%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $1,010 Shares 8,500 Est. Cost $66.51 Unrealized +51.6%
CVX CHEVRON CORP 0.5%
Value ($000) $964 Shares 8,000 Est. Cost $72.49 Unrealized +23.7%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $940 Shares 4,000 Est. Cost $104.91 Unrealized +85.1%
WSO WATSCO INC 0.5%
Value ($000) $901 Shares 5,000 Est. Cost $98.91 Unrealized +77.8%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $884 Shares 15,000 Est. Cost $84.67 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $877 Shares 2,000 Est. Cost $8.43 Unrealized +239.3%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $864 Shares 21,500 Est. Cost $52.77 Unrealized -41.8%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $852 Shares 5,000 Est. Cost $71.77 Unrealized +102.1%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $840 Shares 11,600 Est. Cost $36.13 Unrealized +64.1%
GOOG ALPHABET INC-CL C 0.4%
Value ($000) $802 Shares 600 Est. Cost $56.48 Unrealized +13.4%
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $758 Shares 12,000 Est. Cost $41.19 Unrealized +41.0%
CI CIGNA CORP 0.4%
Value ($000) $722 Shares 3,529 Est. Cost $190.77 Unrealized -12.1%
TYL TYLER TECHNOLOGIES INC 0.4%
Value ($000) $720 Shares 2,400 Est. Cost $207.50 Unrealized +34.2%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $713 Shares 12,000 Est. Cost $46.33 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $698 Shares 2,500 Est. Cost $101.02 Unrealized +146.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $694 Shares 7,500 Est. Cost $52.22 Unrealized +64.2%
CONTINENTAL RESOURCES INC 0.4%
Value ($000) $686 Shares 20,000 Est. Cost $89.50 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.4%
Value ($000) $670 Shares 5,000 Est. Cost $106.40 Unrealized -6.1%
RAYTHEON COMPANY 0.4%
Value ($000) $659 Shares 3,000 Est. Cost $176.67 Unrealized
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $633 Shares 2,500 Est. Cost $117.26 Unrealized +108.4%
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $610 Shares 10,000 Est. Cost $49.42 Unrealized +7.3%
FAST FASTENAL CO 0.3%
Value ($000) $591 Shares 16,000 Est. Cost $11.34 Unrealized +34.9%
LNC LINCOLN NATIONAL CORP 0.3%
Value ($000) $590 Shares 10,000 Est. Cost $31.80 Unrealized +37.4%
T AT&T INC 0.3%
Value ($000) $586 Shares 15,000 Est. Cost $18.86 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $570 Shares 5,000 Est. Cost $102.09 Unrealized 0.0%
WST WEST PHARMACEUTICAL SERVICES 0.3%
Value ($000) $556 Shares 3,700 Est. Cost $95.48 Unrealized +50.1%
DLB DOLBY LABORATORIES INC-CL A 0.3%
Value ($000) $550 Shares 8,000 Est. Cost $57.85 Unrealized +4.4%
ARISTA NETWORKS INC 0.3%
Value ($000) $534 Shares 2,625 Est. Cost $203.43 Unrealized
COOPER COS INC/THE 0.3%
Value ($000) $514 Shares 1,600 Est. Cost $296.56 Unrealized
USFD US FOODS HOLDING CORP 0.3%
Value ($000) $503 Shares 12,000 Est. Cost $36.45 Unrealized +10.1%
ACN ACCENTURE PLC-CL A 0.2%
Value ($000) $379 Shares 1,800 Est. Cost $142.15 Unrealized +25.5%
AMZN AMAZON.COM INC 0.2%
Value ($000) $370 Shares 200 Est. Cost $88.18 Unrealized +0.4%
APH AMPHENOL CORP-CL A 0.2%
Value ($000) $325 Shares 3,000 Est. Cost $20.93 Unrealized +15.0%
CHKP CHECK POINT SOFTWARE TECH 0.1%
Value ($000) $222 Shares 2,000 Est. Cost $117.15 Unrealized -4.1%
INTU INTUIT INC 0.1%
Value ($000) $210 Shares 800 Est. Cost $221.02 Unrealized +13.8%