Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 10, 2020

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

Holdings (89)

JNJ JOHNSON & JOHNSON 7.9%
Value $14.88M Shares 102,000 Est. Cost $65.75 Unrealized +73.5%
JPM JP MORGAN CHASE & CO 5.0%
Value $9.34M Shares 67,000 Est. Cost $39.63 Unrealized +174.2%
BA BOEING CO 3.9%
Value $7.33M Shares 22,500 Est. Cost $111.79 Unrealized +214.0%
GL GLOBE LIFE INC 3.8%
Value $7.104M Shares 67,500 Est. Cost $86.06 Unrealized +10.0%
PG PROCTER & GAMBLE CO 3.5%
Value $6.495M Shares 52,000 Est. Cost $58.01 Unrealized +81.4%
PFE PFIZER INC 3.3%
Value $6.17M Shares 157,488 Est. Cost $17.62 Unrealized +51.6%
HD HOME DEPOT INC 3.2%
Value $6.005M Shares 27,500 Est. Cost $58.72 Unrealized +232.1%
WMT WALMART STORES INC 3.0%
Value $5.704M Shares 48,000 Est. Cost $20.35 Unrealized +78.8%
MRK MERCK AND CO INC 3.0%
Value $5.666M Shares 62,295 Est. Cost $31.29 Unrealized +115.9%
INTC INTEL CORP 2.7%
Value $5.087M Shares 85,000 Est. Cost $17.92 Unrealized +174.8%
NSC NORFOLK SOUTHERN CORP 2.5%
Value $4.659M Shares 24,000 Est. Cost $65.71 Unrealized +152.0%
BK BANK OF NEW YORK MELLON CORP 2.1%
Value $4.026M Shares 80,000 Est. Cost $24.30 Unrealized +64.3%
UNH UNITEDHEALTH GROUP INC 1.8%
Value $3.381M Shares 11,500 Est. Cost $139.78 Unrealized +69.3%
TDG TRANSDIGM GROUP INC 1.8%
Value $3.36M Shares 6,000 Est. Cost $81.23 Unrealized +431.1%
BAX BAXTER INTERNATIONAL INC 1.8%
Value $3.345M Shares 40,000 Est. Cost $29.22 Unrealized +151.1%
LMT LOCKHEED MARTIN CORP 1.8%
Value $3.31M Shares 8,500 Est. Cost $97.17 Unrealized +234.3%
CSCO CISCO SYSTEMS INC 1.8%
Value $3.307M Shares 68,951 Est. Cost $15.20 Unrealized +153.6%
EMR EMERSON ELECTRIC CO 1.7%
Value $3.241M Shares 42,500 Est. Cost $48.18 Unrealized +30.4%
MA MASTERCARD INC. 1.7%
Value $3.165M Shares 10,600 Est. Cost $71.82 Unrealized +279.5%
MSFT MICROSOFT CORP 1.7%
Value $3.154M Shares 20,000 Est. Cost $30.02 Unrealized +363.9%
XOM EXXON MOBIL CORP 1.7%
Value $3.14M Shares 45,000 Est. Cost $55.93 Unrealized -6.9%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value $2.832M Shares 16,000 Est. Cost $60.82 Unrealized +136.6%
BMY BRISTOL-MYERS SQUIBB CO 1.4%
Value $2.696M Shares 42,000 Est. Cost $34.16 Unrealized +32.3%
ITW ILLINOIS TOOL WORKS INC 1.4%
Value $2.694M Shares 15,000 Est. Cost $59.45 Unrealized +146.1%
IEX IDEXX LABORATORIES INC 1.2%
Value $2.35M Shares 9,000 Est. Cost $150.29 Unrealized 0.0%
AVY AVERY DENNISON CORP 1.1%
Value $2.028M Shares 15,500 Est. Cost $37.09 Unrealized +206.0%
ZTS ZOETIS INC 1.1%
Value $1.985M Shares 15,000 Est. Cost $42.07 Unrealized +180.7%
LHX L3HARRIS TECHNOLOGIES INC 1.1%
Value $1.979M Shares 10,000 Est. Cost $180.55 Unrealized -1.6%
ADBE ADOBE SYSTEMS INC 1.1%
Value $1.979M Shares 6,000 Est. Cost $86.68 Unrealized +239.4%
CSGP COSTAR GROUP INC 1.0%
Value $1.915M Shares 3,200 Est. Cost $17.09 Unrealized +241.6%
CAT CATERPILLAR INC 1.0%
Value $1.846M Shares 12,500 Est. Cost $62.67 Unrealized +96.3%
ABBV ABBVIE INC COM 0.9%
Value $1.771M Shares 20,000 Est. Cost $33.39 Unrealized +93.5%
WFC WELLS FARGO & CO 0.9%
Value $1.614M Shares 30,000 Est. Cost $32.49 Unrealized +37.6%
AJG ARTHUR J GALLAGHER & CO 0.8%
Value $1.571M Shares 16,500 Est. Cost $40.18 Unrealized +111.8%
BAC BANK OF AMERICA CORP 0.7%
Value $1.409M Shares 40,000 Est. Cost $11.68 Unrealized +137.9%
VEEV VEEVA SYSTEMS INC - CLASS A 0.7%
Value $1.393M Shares 9,900 Est. Cost $44.91 Unrealized +227.1%
FISV FISERV INC 0.7%
Value $1.388M Shares 12,000 Est. Cost $86.35 Unrealized +27.9%
KO COCA-COLA CO 0.7%
Value $1.384M Shares 25,000 Est. Cost $26.95 Unrealized +65.2%
KELLOGG CO 0.7%
Value $1.383M Shares 20,000 Est. Cost $39.13 Unrealized +24.1%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value $1.382M Shares 22,500 Est. Cost $26.61 Unrealized +60.8%
AMT AMERICAN TOWER CORP 0.7%
Value $1.379M Shares 6,000 Est. Cost $74.92 Unrealized +145.3%
CL COLGATE-PALMOLIVE CO 0.7%
Value $1.377M Shares 20,000 Est. Cost $48.40 Unrealized +22.1%
BDX BECTON DICKINSON AND CO 0.7%
Value $1.36M Shares 5,000 Est. Cost $160.56 Unrealized +41.0%
SBUX STARBUCKS CORP 0.7%
Value $1.319M Shares 15,000 Est. Cost $45.70 Unrealized +63.0%
V VISA INC 0.7%
Value $1.305M Shares 6,950 Est. Cost $142.46 Unrealized +21.1%
ABT ABBOTT LABORATORIES 0.7%
Value $1.303M Shares 15,000 Est. Cost $30.51 Unrealized +146.8%
DIS DISNEY WALT CO 0.7%
Value $1.302M Shares 9,000 Est. Cost $94.89 Unrealized +43.0%
TXN TEXAS INSTRUMENTS INC 0.7%
Value $1.283M Shares 10,000 Est. Cost $77.65 Unrealized +33.6%
CPRT COPART INC 0.7%
Value $1.246M Shares 13,700 Est. Cost $12.35 Unrealized +72.9%
UNITED TECHNOLOGIES CORP 0.6%
Value $1.198M Shares 8,000 Est. Cost $113.50 Unrealized
GIS GENERAL MILLS INC 0.6%
Value $1.178M Shares 22,000 Est. Cost $32.89 Unrealized +30.1%
JBHT HUNT JB TRANS SVCS INC 0.6%
Value $1.168M Shares 10,000 Est. Cost $66.44 Unrealized +63.4%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value $1.153M Shares 10,500 Est. Cost $51.79 Unrealized +116.0%
VRSK VERISK ANALYTICS INC 0.6%
Value $1.12M Shares 7,500 Est. Cost $63.30 Unrealized +125.0%
ADI ANALOG DEVICES INC 0.5%
Value $1.01M Shares 8,500 Est. Cost $66.51 Unrealized +51.6%
CVX CHEVRON CORP 0.5%
Value $964K Shares 8,000 Est. Cost $72.49 Unrealized +23.7%
APD AIR PRODS & CHEMS INC 0.5%
Value $940K Shares 4,000 Est. Cost $104.91 Unrealized +85.1%
WSO WATSCO INC 0.5%
Value $901K Shares 5,000 Est. Cost $98.91 Unrealized +77.8%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value $884K Shares 15,000 Est. Cost $84.67 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value $877K Shares 2,000 Est. Cost $8.43 Unrealized +239.3%
SLB SCHLUMBERGER LTD 0.5%
Value $864K Shares 21,500 Est. Cost $52.77 Unrealized -41.8%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value $852K Shares 5,000 Est. Cost $71.77 Unrealized +102.1%
PGR PROGRESSIVE CORP 0.4%
Value $840K Shares 11,600 Est. Cost $36.13 Unrealized +64.1%
GOOG ALPHABET INC-CL C 0.4%
Value $802K Shares 600 Est. Cost $56.48 Unrealized +13.4%
RHI ROBERT HALF INTL INC 0.4%
Value $758K Shares 12,000 Est. Cost $41.19 Unrealized +41.0%
CI CIGNA CORP 0.4%
Value $722K Shares 3,529 Est. Cost $190.77 Unrealized -12.1%
TYL TYLER TECHNOLOGIES INC 0.4%
Value $720K Shares 2,400 Est. Cost $207.50 Unrealized +34.2%
ACTIVISION BLIZZARD INC 0.4%
Value $713K Shares 12,000 Est. Cost $46.33 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.4%
Value $698K Shares 2,500 Est. Cost $101.02 Unrealized +146.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $694K Shares 7,500 Est. Cost $52.22 Unrealized +64.2%
CONTINENTAL RESOURCES INC 0.4%
Value $686K Shares 20,000 Est. Cost $89.50 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.4%
Value $670K Shares 5,000 Est. Cost $106.40 Unrealized -6.1%
RAYTHEON COMPANY 0.4%
Value $659K Shares 3,000 Est. Cost $176.67 Unrealized
ULTA ULTA BEAUTY INC 0.3%
Value $633K Shares 2,500 Est. Cost $117.26 Unrealized +108.4%
AMAT APPLIED MATERIALS INC 0.3%
Value $610K Shares 10,000 Est. Cost $49.42 Unrealized +7.3%
FAST FASTENAL CO 0.3%
Value $591K Shares 16,000 Est. Cost $11.34 Unrealized +34.9%
LNC LINCOLN NATIONAL CORP 0.3%
Value $590K Shares 10,000 Est. Cost $31.80 Unrealized +37.4%
T AT&T INC 0.3%
Value $586K Shares 15,000 Est. Cost $18.86 Unrealized 0.0%
WM WASTE MANAGEMENT INC 0.3%
Value $570K Shares 5,000 Est. Cost $102.09 Unrealized 0.0%
WST WEST PHARMACEUTICAL SERVICES 0.3%
Value $556K Shares 3,700 Est. Cost $95.48 Unrealized +50.1%
DLB DOLBY LABORATORIES INC-CL A 0.3%
Value $550K Shares 8,000 Est. Cost $57.85 Unrealized +4.4%
ARISTA NETWORKS INC 0.3%
Value $534K Shares 2,625 Est. Cost $203.43 Unrealized
COOPER COS INC/THE 0.3%
Value $514K Shares 1,600 Est. Cost $296.56 Unrealized
USFD US FOODS HOLDING CORP 0.3%
Value $503K Shares 12,000 Est. Cost $36.45 Unrealized +10.1%
ACN ACCENTURE PLC-CL A 0.2%
Value $379K Shares 1,800 Est. Cost $142.15 Unrealized +25.5%
AMZN AMAZON.COM INC 0.2%
Value $370K Shares 200 Est. Cost $88.18 Unrealized +0.4%
APH AMPHENOL CORP-CL A 0.2%
Value $325K Shares 3,000 Est. Cost $20.93 Unrealized +15.0%
CHKP CHECK POINT SOFTWARE TECH 0.1%
Value $222K Shares 2,000 Est. Cost $117.15 Unrealized -4.1%
INTU INTUIT INC 0.1%
Value $210K Shares 800 Est. Cost $221.02 Unrealized +13.8%