Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value: $199M (100.0% shares, 0.0% debt)

Holdings (84)

JNJ JOHNSON & JOHNSON 8.1%
Value $16.05M Shares 102,000 Est. Cost $65.75 Unrealized +93.9%
JPM JP MORGAN CHASE & CO 4.3%
Value $8.514M Shares 67,000 Est. Cost $39.63 Unrealized +147.6%
HD HOME DEPOT INC 3.7%
Value $7.305M Shares 27,500 Est. Cost $58.72 Unrealized +312.9%
PG PROCTER & GAMBLE CO 3.6%
Value $7.235M Shares 52,000 Est. Cost $58.01 Unrealized +112.3%
WMT WALMART STORES INC 3.5%
Value $6.919M Shares 48,000 Est. Cost $20.35 Unrealized +122.4%
GL GLOBE LIFE INC 3.2%
Value $6.41M Shares 67,500 Est. Cost $86.06 Unrealized -0.8%
PFE PFIZER INC 2.9%
Value $5.797M Shares 157,488 Est. Cost $17.62 Unrealized +62.5%
NSC NORFOLK SOUTHERN CORP 2.9%
Value $5.703M Shares 24,000 Est. Cost $65.71 Unrealized +211.6%
MRK MERCK AND CO INC 2.6%
Value $5.096M Shares 62,295 Est. Cost $31.29 Unrealized +107.3%
BA BOEING CO 2.4%
Value $4.816M Shares 22,500 Est. Cost $111.79 Unrealized +72.0%
IEX IDEXX LABORATORIES INC 2.3%
Value $4.499M Shares 9,000 Est. Cost $150.29 Unrealized +18.9%
MSFT MICROSOFT CORP 2.2%
Value $4.448M Shares 20,000 Est. Cost $30.02 Unrealized +586.5%
INTC INTEL CORP 2.1%
Value $4.235M Shares 85,000 Est. Cost $17.92 Unrealized +145.6%
UNH UNITEDHEALTH GROUP INC 2.0%
Value $4.033M Shares 11,500 Est. Cost $139.78 Unrealized +120.5%
MA MASTERCARD INC. 1.9%
Value $3.784M Shares 10,600 Est. Cost $71.82 Unrealized +350.2%
TDG TRANSDIGM GROUP INC 1.9%
Value $3.713M Shares 6,000 Est. Cost $81.23 Unrealized +462.7%
EMR EMERSON ELECTRIC CO 1.7%
Value $3.416M Shares 42,500 Est. Cost $48.18 Unrealized +38.7%
HON HONEYWELL INTERNATIONAL INC 1.7%
Value $3.403M Shares 16,000 Est. Cost $60.82 Unrealized +169.2%
BK BANK OF NEW YORK MELLON CORP 1.7%
Value $3.395M Shares 80,000 Est. Cost $24.30 Unrealized +36.5%
BAX BAXTER INTERNATIONAL INC 1.6%
Value $3.21M Shares 40,000 Est. Cost $29.22 Unrealized +143.1%
CSCO CISCO SYSTEMS INC 1.6%
Value $3.086M Shares 68,951 Est. Cost $15.20 Unrealized +132.0%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value $3.058M Shares 15,000 Est. Cost $59.45 Unrealized +204.5%
LMT LOCKHEED MARTIN CORP 1.5%
Value $3.017M Shares 8,500 Est. Cost $97.17 Unrealized +228.3%
ADBE ADOBE SYSTEMS INC 1.5%
Value $3.001M Shares 6,000 Est. Cost $86.68 Unrealized +457.3%
CSGP COSTAR GROUP INC 1.5%
Value $2.958M Shares 3,200 Est. Cost $17.09 Unrealized +413.0%
VEEV VEEVA SYSTEMS INC - CLASS A 1.4%
Value $2.695M Shares 9,900 Est. Cost $44.91 Unrealized +523.7%
BMY BRISTOL-MYERS SQUIBB CO 1.3%
Value $2.605M Shares 42,000 Est. Cost $34.16 Unrealized +46.5%
ZTS ZOETIS INC 1.2%
Value $2.483M Shares 15,000 Est. Cost $42.07 Unrealized +269.5%
AVY AVERY DENNISON CORP 1.2%
Value $2.404M Shares 15,500 Est. Cost $37.09 Unrealized +257.9%
CAT CATERPILLAR INC 1.1%
Value $2.275M Shares 12,500 Est. Cost $62.67 Unrealized +145.7%
ABBV ABBVIE INC 1.1%
Value $2.143M Shares 20,000 Est. Cost $33.39 Unrealized +136.4%
AJG ARTHUR J GALLAGHER & CO 1.0%
Value $2.041M Shares 16,500 Est. Cost $40.18 Unrealized +168.1%
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value $1.89M Shares 10,000 Est. Cost $180.55 Unrealized -8.7%
XOM EXXON MOBIL CORP 0.9%
Value $1.855M Shares 45,000 Est. Cost $55.93 Unrealized -45.7%
CPRT COPART INC 0.9%
Value $1.743M Shares 13,700 Est. Cost $12.35 Unrealized +136.0%
CL COLGATE-PALMOLIVE CO 0.9%
Value $1.71M Shares 20,000 Est. Cost $48.40 Unrealized +51.7%
ABT ABBOTT LABORATORIES 0.8%
Value $1.642M Shares 15,000 Est. Cost $30.51 Unrealized +225.3%
TXN TEXAS INSTRUMENTS INC 0.8%
Value $1.641M Shares 10,000 Est. Cost $77.65 Unrealized +73.3%
DIS DISNEY WALT CO 0.8%
Value $1.631M Shares 9,000 Est. Cost $94.89 Unrealized +47.8%
SBUX STARBUCKS CORP 0.8%
Value $1.605M Shares 15,000 Est. Cost $45.70 Unrealized +86.3%
VRSK VERISK ANALYTICS INC 0.8%
Value $1.557M Shares 7,500 Est. Cost $63.30 Unrealized +197.1%
V VISA INC 0.8%
Value $1.52M Shares 6,950 Est. Cost $142.46 Unrealized +38.4%
AMZN AMAZON.COM INC 0.7%
Value $1.433M Shares 440 Est. Cost $114.59 Unrealized +39.3%
KO COCA-COLA CO 0.7%
Value $1.371M Shares 25,000 Est. Cost $26.95 Unrealized +64.3%
FISV FISERV INC 0.7%
Value $1.366M Shares 12,000 Est. Cost $86.35 Unrealized +24.8%
GWRE GUIDEWIRE SOFTWARE INC 0.7%
Value $1.352M Shares 10,500 Est. Cost $51.79 Unrealized +120.3%
AMT AMERICAN TOWER CORP 0.7%
Value $1.347M Shares 6,000 Est. Cost $74.92 Unrealized +166.5%
ALGN ALIGN TECHNOLOGY INC 0.7%
Value $1.336M Shares 2,500 Est. Cost $101.02 Unrealized +345.1%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value $1.322M Shares 22,500 Est. Cost $26.61 Unrealized +65.3%
GIS GENERAL MILLS INC 0.7%
Value $1.294M Shares 22,000 Est. Cost $32.89 Unrealized +54.6%
ADI ANALOG DEVICES INC 0.6%
Value $1.256M Shares 8,500 Est. Cost $66.51 Unrealized +82.2%
BDX BECTON DICKINSON AND CO 0.6%
Value $1.251M Shares 5,000 Est. Cost $160.56 Unrealized +33.7%
KELLOGG CO 0.6%
Value $1.245M Shares 20,000 Est. Cost $39.13 Unrealized +27.8%
BAC BANK OF AMERICA CORP 0.6%
Value $1.212M Shares 40,000 Est. Cost $11.68 Unrealized +102.5%
PGR PROGRESSIVE CORP 0.6%
Value $1.147M Shares 11,600 Est. Cost $36.13 Unrealized +123.1%
MRCY MERCURY SYSTEMS INC 0.6%
Value $1.138M Shares 12,920 Est. Cost $78.60 Unrealized -3.3%
WSO WATSCO INC 0.6%
Value $1.133M Shares 5,000 Est. Cost $98.91 Unrealized +132.4%
ACTIVISION BLIZZARD INC 0.6%
Value $1.114M Shares 12,000 Est. Cost $46.33 Unrealized
APD AIR PRODS & CHEMS INC 0.6%
Value $1.093M Shares 4,000 Est. Cost $104.91 Unrealized +136.0%
GOOG ALPHABET INC-CL C 0.5%
Value $1.051M Shares 600 Est. Cost $56.48 Unrealized +48.3%
WST WEST PHARMACEUTICAL SERVICES 0.5%
Value $1.048M Shares 3,700 Est. Cost $95.48 Unrealized +190.2%
TYL TYLER TECHNOLOGIES INC 0.5%
Value $1.048M Shares 2,400 Est. Cost $207.50 Unrealized +98.8%
POOL POOL CORP 0.5%
Value $903K Shares 2,425 Est. Cost $240.56 Unrealized +36.7%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value $881K Shares 5,000 Est. Cost $71.77 Unrealized +105.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $865K Shares 7,500 Est. Cost $52.22 Unrealized +86.0%
AMAT APPLIED MATERIALS INC 0.4%
Value $863K Shares 10,000 Est. Cost $49.42 Unrealized +43.0%
FAST FASTENAL CO 0.4%
Value $781K Shares 16,000 Est. Cost $11.34 Unrealized +82.7%
CI CIGNA CORP 0.4%
Value $735K Shares 3,529 Est. Cost $190.77 Unrealized -5.9%
ULTA ULTA BEAUTY INC 0.4%
Value $718K Shares 2,500 Est. Cost $117.26 Unrealized +115.7%
JBHT HUNT JB TRANS SVCS INC 0.3%
Value $683K Shares 5,000 Est. Cost $66.44 Unrealized +90.4%
CVX CHEVRON CORP 0.3%
Value $676K Shares 8,000 Est. Cost $72.49 Unrealized -10.3%
COUPA SOFTWARE INC 0.3%
Value $666K Shares 1,965 Est. Cost $275.69 Unrealized
WFC WELLS FARGO & CO 0.3%
Value $604K Shares 20,000 Est. Cost $32.49 Unrealized -29.1%
WM WASTE MANAGEMENT INC 0.3%
Value $590K Shares 5,000 Est. Cost $102.09 Unrealized +5.2%
COOPER COS INC/THE 0.3%
Value $581K Shares 1,600 Est. Cost $296.56 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value $572K Shares 8,000 Est. Cost $54.61 Unrealized +7.0%
DOCU DOCUSIGN INC 0.3%
Value $557K Shares 2,505 Est. Cost $157.77 Unrealized +42.4%
FTV FORTIVE CORP 0.3%
Value $528K Shares 7,460 Est. Cost $45.42 Unrealized +10.8%
ACN ACCENTURE PLC-CL A 0.2%
Value $470K Shares 1,800 Est. Cost $142.15 Unrealized +56.9%
ORLY O'REILLY AUTOMOTIVE INC 0.2%
Value $453K Shares 1,000 Est. Cost $8.43 Unrealized +258.0%
T AT&T INC 0.2%
Value $431K Shares 15,000 Est. Cost $18.86 Unrealized -18.5%
APH AMPHENOL CORP-CL A 0.2%
Value $392K Shares 3,000 Est. Cost $20.93 Unrealized +39.9%
PIONEER NATURAL RESOURCES CO 0.2%
Value $319K Shares 2,800 Est. Cost $70.00 Unrealized
INTU INTUIT INC 0.2%
Value $304K Shares 800 Est. Cost $221.02 Unrealized +54.0%