Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 10, 2020

Total Value ($000): $172,776 (100.0% shares, 0.0% debt)

Holdings (91)

JNJ JOHNSON & JOHNSON 8.3%
Value ($000) $14,344 Shares 102,000 Est. Cost $65.75 Unrealized +88.9%
HD HOME DEPOT INC 4.0%
Value ($000) $6,889 Shares 27,500 Est. Cost $58.72 Unrealized +240.1%
JPM JP MORGAN CHASE & CO 3.6%
Value ($000) $6,302 Shares 67,000 Est. Cost $39.63 Unrealized +106.3%
PG PROCTER & GAMBLE CO 3.6%
Value ($000) $6,218 Shares 52,000 Est. Cost $58.01 Unrealized +75.0%
WMT WALMART STORES INC 3.3%
Value ($000) $5,749 Shares 48,000 Est. Cost $20.35 Unrealized +87.1%
PFE PFIZER INC 3.0%
Value ($000) $5,150 Shares 157,488 Est. Cost $17.62 Unrealized +47.5%
INTC INTEL CORP 2.9%
Value ($000) $5,086 Shares 85,000 Est. Cost $17.92 Unrealized +196.8%
GL GLOBE LIFE INC 2.9%
Value ($000) $5,011 Shares 67,500 Est. Cost $86.06 Unrealized -15.9%
MRK MERCK AND CO INC 2.8%
Value ($000) $4,817 Shares 62,295 Est. Cost $31.29 Unrealized +100.9%
NSC NORFOLK SOUTHERN CORP 2.4%
Value ($000) $4,214 Shares 24,000 Est. Cost $65.71 Unrealized +129.8%
BA BOEING CO 2.4%
Value ($000) $4,124 Shares 22,500 Est. Cost $111.79 Unrealized +37.5%
MSFT MICROSOFT CORP 2.4%
Value ($000) $4,070 Shares 20,000 Est. Cost $30.02 Unrealized +476.6%
BAX BAXTER INTERNATIONAL INC 2.0%
Value ($000) $3,444 Shares 40,000 Est. Cost $29.22 Unrealized +165.7%
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $3,392 Shares 11,500 Est. Cost $139.78 Unrealized +86.8%
CSCO CISCO SYSTEMS INC 1.9%
Value ($000) $3,216 Shares 68,951 Est. Cost $15.20 Unrealized +143.4%
MA MASTERCARD INC. 1.8%
Value ($000) $3,134 Shares 10,600 Est. Cost $71.82 Unrealized +280.6%
LMT LOCKHEED MARTIN CORP 1.8%
Value ($000) $3,102 Shares 8,500 Est. Cost $97.17 Unrealized +233.2%
BK BANK OF NEW YORK MELLON CORP 1.8%
Value ($000) $3,092 Shares 80,000 Est. Cost $24.30 Unrealized +27.9%
IEX IDEXX LABORATORIES INC 1.7%
Value ($000) $2,971 Shares 9,000 Est. Cost $150.29 Unrealized -5.1%
TDG TRANSDIGM GROUP INC 1.5%
Value ($000) $2,652 Shares 6,000 Est. Cost $81.23 Unrealized +287.2%
EMR EMERSON ELECTRIC CO 1.5%
Value ($000) $2,636 Shares 42,500 Est. Cost $48.18 Unrealized +4.4%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value ($000) $2,623 Shares 15,000 Est. Cost $59.45 Unrealized +140.4%
ADBE ADOBE SYSTEMS INC 1.5%
Value ($000) $2,612 Shares 6,000 Est. Cost $86.68 Unrealized +327.5%
BMY BRISTOL-MYERS SQUIBB CO 1.4%
Value ($000) $2,470 Shares 42,000 Est. Cost $34.16 Unrealized +40.3%
VEEV VEEVA SYSTEMS INC - CLASS A 1.3%
Value ($000) $2,321 Shares 9,900 Est. Cost $44.91 Unrealized +341.5%
HON HONEYWELL INTERNATIONAL INC 1.3%
Value ($000) $2,313 Shares 16,000 Est. Cost $60.82 Unrealized +93.8%
CSGP COSTAR GROUP INC 1.3%
Value ($000) $2,274 Shares 3,200 Est. Cost $17.09 Unrealized +278.2%
ZTS ZOETIS INC 1.2%
Value ($000) $2,056 Shares 15,000 Est. Cost $42.07 Unrealized +195.9%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,012 Shares 45,000 Est. Cost $55.93 Unrealized -37.8%
ABBV ABBVIE INC 1.1%
Value ($000) $1,964 Shares 20,000 Est. Cost $33.39 Unrealized +111.1%
AVY AVERY DENNISON CORP 1.0%
Value ($000) $1,768 Shares 15,500 Est. Cost $37.09 Unrealized +169.1%
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value ($000) $1,697 Shares 10,000 Est. Cost $180.55 Unrealized -7.1%
AJG ARTHUR J GALLAGHER & CO 0.9%
Value ($000) $1,609 Shares 16,500 Est. Cost $40.18 Unrealized +106.7%
CAT CATERPILLAR INC 0.9%
Value ($000) $1,581 Shares 12,500 Est. Cost $62.67 Unrealized +69.4%
AMT AMERICAN TOWER CORP 0.9%
Value ($000) $1,551 Shares 6,000 Est. Cost $74.92 Unrealized +181.0%
CL COLGATE-PALMOLIVE CO 0.8%
Value ($000) $1,465 Shares 20,000 Est. Cost $48.40 Unrealized +28.9%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $1,371 Shares 15,000 Est. Cost $30.51 Unrealized +168.5%
GIS GENERAL MILLS INC 0.8%
Value ($000) $1,356 Shares 22,000 Est. Cost $32.89 Unrealized +51.7%
V VISA INC 0.8%
Value ($000) $1,342 Shares 6,950 Est. Cost $142.46 Unrealized +23.2%
KELLOGG CO 0.8%
Value ($000) $1,321 Shares 20,000 Est. Cost $39.13 Unrealized +26.4%
VRSK VERISK ANALYTICS INC 0.7%
Value ($000) $1,277 Shares 7,500 Est. Cost $63.30 Unrealized +140.8%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $1,270 Shares 10,000 Est. Cost $77.65 Unrealized +28.2%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,240 Shares 22,500 Est. Cost $26.61 Unrealized +53.1%
JBHT HUNT JB TRANS SVCS INC 0.7%
Value ($000) $1,203 Shares 10,000 Est. Cost $66.44 Unrealized +54.0%
BDX BECTON DICKINSON AND CO 0.7%
Value ($000) $1,196 Shares 5,000 Est. Cost $160.56 Unrealized +37.2%
FISV FISERV INC 0.7%
Value ($000) $1,171 Shares 12,000 Est. Cost $86.35 Unrealized +16.6%
GWRE GUIDEWIRE SOFTWARE INC 0.7%
Value ($000) $1,164 Shares 10,500 Est. Cost $51.79 Unrealized +85.5%
CPRT COPART INC 0.7%
Value ($000) $1,141 Shares 13,700 Est. Cost $12.35 Unrealized +62.6%
KO COCA-COLA CO 0.6%
Value ($000) $1,117 Shares 25,000 Est. Cost $26.95 Unrealized +43.7%
SBUX STARBUCKS CORP 0.6%
Value ($000) $1,104 Shares 15,000 Est. Cost $45.70 Unrealized +45.1%
ADI ANALOG DEVICES INC 0.6%
Value ($000) $1,042 Shares 8,500 Est. Cost $66.51 Unrealized +49.4%
MRCY MERCURY SYSTEMS INC 0.6%
Value ($000) $1,016 Shares 12,920 Est. Cost $78.60 Unrealized +4.2%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,004 Shares 9,000 Est. Cost $94.89 Unrealized +13.7%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $966 Shares 4,000 Est. Cost $104.91 Unrealized +89.4%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $950 Shares 40,000 Est. Cost $11.68 Unrealized +76.1%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $929 Shares 11,600 Est. Cost $36.13 Unrealized +83.7%
ACTIVISION BLIZZARD INC 0.5%
Value ($000) $911 Shares 12,000 Est. Cost $46.33 Unrealized
WSO WATSCO INC 0.5%
Value ($000) $889 Shares 5,000 Est. Cost $98.91 Unrealized +67.3%
GOOG ALPHABET INC-CL C 0.5%
Value ($000) $848 Shares 600 Est. Cost $56.48 Unrealized +18.6%
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $843 Shares 2,000 Est. Cost $8.43 Unrealized +210.0%
WST WEST PHARMACEUTICAL SERVICES 0.5%
Value ($000) $841 Shares 3,700 Est. Cost $95.48 Unrealized +103.0%
TYL TYLER TECHNOLOGIES INC 0.5%
Value ($000) $833 Shares 2,400 Est. Cost $207.50 Unrealized +61.7%
AMZN AMAZON.COM INC 0.5%
Value ($000) $781 Shares 283 Est. Cost $90.71 Unrealized +33.2%
WFC WELLS FARGO & CO 0.4%
Value ($000) $768 Shares 30,000 Est. Cost $32.49 Unrealized -26.2%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $744 Shares 5,000 Est. Cost $71.77 Unrealized +76.9%
CVX CHEVRON CORP 0.4%
Value ($000) $714 Shares 8,000 Est. Cost $72.49 Unrealized -3.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $687 Shares 7,500 Est. Cost $52.22 Unrealized +63.1%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $686 Shares 2,500 Est. Cost $101.02 Unrealized +122.9%
FAST FASTENAL CO 0.4%
Value ($000) $685 Shares 16,000 Est. Cost $11.34 Unrealized +46.3%
CI CIGNA CORP 0.4%
Value ($000) $662 Shares 3,529 Est. Cost $190.77 Unrealized -9.0%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $636 Shares 15,000 Est. Cost $84.67 Unrealized
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $634 Shares 12,000 Est. Cost $41.19 Unrealized +15.3%
AMAT APPLIED MATERIALS INC 0.4%
Value ($000) $605 Shares 10,000 Est. Cost $49.42 Unrealized +3.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.3%
Value ($000) $604 Shares 5,000 Est. Cost $106.40 Unrealized -14.1%
ARISTA NETWORKS INC 0.3%
Value ($000) $551 Shares 2,625 Est. Cost $203.43 Unrealized
WM WASTE MANAGEMENT INC 0.3%
Value ($000) $530 Shares 5,000 Est. Cost $102.09 Unrealized -9.7%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $509 Shares 2,500 Est. Cost $117.26 Unrealized +83.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $493 Shares 8,000 Est. Cost $54.61 Unrealized 0.0%
COOPER COS INC/THE 0.3%
Value ($000) $454 Shares 1,600 Est. Cost $296.56 Unrealized
T AT&T INC 0.3%
Value ($000) $453 Shares 15,000 Est. Cost $18.86 Unrealized -17.9%
POOL POOL CORP 0.3%
Value ($000) $451 Shares 1,660 Est. Cost $217.33 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $395 Shares 21,500 Est. Cost $52.77 Unrealized -70.7%
ACN ACCENTURE PLC-CL A 0.2%
Value ($000) $386 Shares 1,800 Est. Cost $142.15 Unrealized +22.8%
LNC LINCOLN NATIONAL CORP 0.2%
Value ($000) $368 Shares 10,000 Est. Cost $31.80 Unrealized -16.3%
APH AMPHENOL CORP-CL A 0.2%
Value ($000) $287 Shares 3,000 Est. Cost $20.93 Unrealized +1.2%
PIONEER NATURAL RESOURCES CO 0.2%
Value ($000) $274 Shares 2,800 Est. Cost $70.00 Unrealized
DOCU DOCUSIGN INC 0.2%
Value ($000) $263 Shares 1,530 Est. Cost $126.03 Unrealized 0.0%
COUPA SOFTWARE INC 0.1%
Value ($000) $240 Shares 865 Est. Cost $277.46 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $237 Shares 800 Est. Cost $221.02 Unrealized +19.8%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $227 Shares 4,000 Est. Cost $47.48 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $178 Shares 8,000 Est. Cost $17.13 Unrealized 0.0%