Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 11, 2021

Total Value: $208M (100.0% shares, 0.0% debt)

Holdings (86)

JNJ JOHNSON & JOHNSON 8.1%
Value $16.76M Shares 102,000 Est. Cost $65.75 Unrealized +114.1%
JPM JP MORGAN CHASE & CO 4.9%
Value $10.2M Shares 67,000 Est. Cost $39.63 Unrealized +221.1%
HD HOME DEPOT INC 4.0%
Value $8.394M Shares 27,500 Est. Cost $58.72 Unrealized +316.3%
PG PROCTER & GAMBLE CO 3.4%
Value $7.042M Shares 52,000 Est. Cost $58.01 Unrealized +99.4%
GL GLOBE LIFE INC 3.1%
Value $6.523M Shares 67,500 Est. Cost $86.06 Unrealized +6.9%
WMT WALMART STORES INC 3.1%
Value $6.52M Shares 48,000 Est. Cost $20.35 Unrealized +112.8%
NSC NORFOLK SOUTHERN CORP 3.1%
Value $6.444M Shares 24,000 Est. Cost $65.71 Unrealized +248.3%
BA BOEING CO 2.8%
Value $5.731M Shares 22,500 Est. Cost $111.79 Unrealized +98.8%
PFE PFIZER INC 2.7%
Value $5.706M Shares 157,488 Est. Cost $17.62 Unrealized +59.1%
INTC INTEL CORP 2.6%
Value $5.44M Shares 85,000 Est. Cost $17.92 Unrealized +201.8%
MRK MERCK AND CO INC 2.3%
Value $4.802M Shares 62,295 Est. Cost $31.29 Unrealized +101.6%
MSFT MICROSOFT CORP 2.3%
Value $4.715M Shares 20,000 Est. Cost $30.02 Unrealized +642.6%
UNH UNITEDHEALTH GROUP INC 2.1%
Value $4.279M Shares 11,500 Est. Cost $139.78 Unrealized +128.7%
IDXX IDEXX LABORATORIES INC 2.0%
Value $4.157M Shares 8,495 Est. Cost $501.01 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 1.8%
Value $3.834M Shares 42,500 Est. Cost $48.18 Unrealized +61.5%
BK BANK OF NEW YORK MELLON CORP 1.8%
Value $3.783M Shares 80,000 Est. Cost $24.30 Unrealized +57.6%
MA MASTERCARD INC. 1.8%
Value $3.774M Shares 10,600 Est. Cost $71.82 Unrealized +372.8%
CSCO CISCO SYSTEMS INC 1.7%
Value $3.565M Shares 68,951 Est. Cost $15.20 Unrealized +167.2%
TDG TRANSDIGM GROUP INC 1.7%
Value $3.528M Shares 6,000 Est. Cost $81.23 Unrealized +503.0%
HON HONEYWELL INTERNATIONAL INC 1.7%
Value $3.473M Shares 16,000 Est. Cost $60.82 Unrealized +190.5%
BAX BAXTER INTERNATIONAL INC 1.6%
Value $3.374M Shares 40,000 Est. Cost $29.22 Unrealized +144.5%
ITW ILLINOIS TOOL WORKS INC 1.6%
Value $3.323M Shares 15,000 Est. Cost $59.45 Unrealized +211.2%
LMT LOCKHEED MARTIN CORP 1.5%
Value $3.141M Shares 8,500 Est. Cost $97.17 Unrealized +208.7%
CAT CATERPILLAR INC 1.4%
Value $2.898M Shares 12,500 Est. Cost $62.67 Unrealized +201.7%
AVY AVERY DENNISON CORP 1.4%
Value $2.847M Shares 15,500 Est. Cost $37.09 Unrealized +324.0%
BMY BRISTOL-MYERS SQUIBB CO 1.3%
Value $2.651M Shares 42,000 Est. Cost $34.16 Unrealized +49.4%
CSGP COSTAR GROUP INC 1.3%
Value $2.63M Shares 3,200 Est. Cost $17.09 Unrealized +405.1%
VEEV VEEVA SYSTEMS INC - CLASS A 1.2%
Value $2.586M Shares 9,900 Est. Cost $44.91 Unrealized +520.3%
XOM EXXON MOBIL CORP 1.2%
Value $2.512M Shares 45,000 Est. Cost $55.93 Unrealized -22.6%
ZTS ZOETIS INC 1.1%
Value $2.362M Shares 15,000 Est. Cost $42.07 Unrealized +260.5%
ADBE ADOBE SYSTEMS INC 1.1%
Value $2.317M Shares 4,875 Est. Cost $86.68 Unrealized +439.2%
ABBV ABBVIE INC 1.0%
Value $2.164M Shares 20,000 Est. Cost $33.39 Unrealized +166.3%
AJG ARTHUR J GALLAGHER & CO 1.0%
Value $2.059M Shares 16,500 Est. Cost $40.18 Unrealized +185.2%
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value $2.027M Shares 10,000 Est. Cost $180.55 Unrealized -6.0%
TXN TEXAS INSTRUMENTS INC 0.9%
Value $1.89M Shares 10,000 Est. Cost $77.65 Unrealized +94.9%
ABT ABBOTT LABORATORIES 0.9%
Value $1.798M Shares 15,000 Est. Cost $30.51 Unrealized +256.0%
DIS DISNEY WALT CO 0.8%
Value $1.661M Shares 9,000 Est. Cost $94.89 Unrealized +89.9%
CL COLGATE-PALMOLIVE CO 0.8%
Value $1.577M Shares 20,000 Est. Cost $48.40 Unrealized +44.6%
BAC BANK OF AMERICA CORP 0.7%
Value $1.548M Shares 40,000 Est. Cost $11.68 Unrealized +162.3%
CPRT COPART INC 0.7%
Value $1.488M Shares 13,700 Est. Cost $12.35 Unrealized +128.3%
V VISA INC 0.7%
Value $1.471M Shares 6,950 Est. Cost $142.46 Unrealized +42.6%
AMT AMERICAN TOWER CORP 0.7%
Value $1.434M Shares 6,000 Est. Cost $74.92 Unrealized +156.6%
FISV FISERV INC 0.7%
Value $1.428M Shares 12,000 Est. Cost $86.35 Unrealized +32.9%
AMZN AMAZON.COM INC 0.7%
Value $1.361M Shares 440 Est. Cost $114.59 Unrealized +38.3%
ALGN ALIGN TECHNOLOGY INC 0.7%
Value $1.354M Shares 2,500 Est. Cost $101.02 Unrealized +447.2%
GIS GENERAL MILLS INC 0.6%
Value $1.349M Shares 22,000 Est. Cost $32.89 Unrealized +48.8%
AMAT APPLIED MATERIALS INC 0.6%
Value $1.336M Shares 10,000 Est. Cost $49.42 Unrealized +113.9%
VRSK VERISK ANALYTICS INC 0.6%
Value $1.325M Shares 7,500 Est. Cost $63.30 Unrealized +180.3%
ADI ANALOG DEVICES INC 0.6%
Value $1.318M Shares 8,500 Est. Cost $66.51 Unrealized +112.2%
KO COCA-COLA CO 0.6%
Value $1.318M Shares 25,000 Est. Cost $26.95 Unrealized +61.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $1.308M Shares 22,500 Est. Cost $26.61 Unrealized +58.7%
WSO WATSCO INC 0.6%
Value $1.304M Shares 5,000 Est. Cost $98.91 Unrealized +149.3%
KELLOGG CO 0.6%
Value $1.266M Shares 20,000 Est. Cost $39.13 Unrealized +20.2%
GOOG ALPHABET INC-CL C 0.6%
Value $1.241M Shares 600 Est. Cost $56.48 Unrealized +74.4%
BDX BECTON DICKINSON AND CO 0.6%
Value $1.216M Shares 5,000 Est. Cost $160.56 Unrealized +40.5%
APD AIR PRODS & CHEMS INC 0.5%
Value $1.125M Shares 4,000 Est. Cost $104.91 Unrealized +128.9%
ACTIVISION BLIZZARD INC 0.5%
Value $1.116M Shares 12,000 Est. Cost $46.33 Unrealized
PGR PROGRESSIVE CORP 0.5%
Value $1.109M Shares 11,600 Est. Cost $36.13 Unrealized +124.2%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value $1.067M Shares 10,500 Est. Cost $51.79 Unrealized +124.5%
WST WEST PHARMACEUTICAL SERVICES 0.5%
Value $1.043M Shares 3,700 Est. Cost $95.48 Unrealized +196.2%
TYL TYLER TECHNOLOGIES INC 0.5%
Value $1.019M Shares 2,400 Est. Cost $207.50 Unrealized +108.2%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value $942K Shares 5,000 Est. Cost $71.77 Unrealized +118.3%
MRCY MERCURY SYSTEMS INC 0.4%
Value $913K Shares 12,920 Est. Cost $78.60 Unrealized -8.1%
CI CIGNA CORP 0.4%
Value $853K Shares 3,529 Est. Cost $190.77 Unrealized +7.0%
JBHT HUNT JB TRANS SVCS INC 0.4%
Value $840K Shares 5,000 Est. Cost $66.44 Unrealized +116.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $838K Shares 7,500 Est. Cost $52.22 Unrealized +103.9%
CVX CHEVRON CORP 0.4%
Value $838K Shares 8,000 Est. Cost $72.49 Unrealized +9.8%
POOL POOL CORP 0.4%
Value $837K Shares 2,425 Est. Cost $240.56 Unrealized +36.6%
FAST FASTENAL CO 0.4%
Value $804K Shares 16,000 Est. Cost $11.34 Unrealized +87.7%
WFC WELLS FARGO & CO 0.4%
Value $781K Shares 20,000 Est. Cost $32.49 Unrealized -2.7%
ULTA ULTA BEAUTY INC 0.4%
Value $773K Shares 2,500 Est. Cost $117.26 Unrealized +165.0%
WM WASTE MANAGEMENT INC 0.3%
Value $645K Shares 5,000 Est. Cost $102.09 Unrealized +6.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value $618K Shares 8,000 Est. Cost $54.61 Unrealized +19.5%
KMX CARMAX INC 0.3%
Value $584K Shares 4,400 Est. Cost $121.72 Unrealized 0.0%
FTV FORTIVE CORP 0.3%
Value $527K Shares 7,460 Est. Cost $45.42 Unrealized +11.6%
OAK STREET HEALTH INC 0.2%
Value $510K Shares 9,400 Est. Cost $54.26 Unrealized
DOCU DOCUSIGN INC 0.2%
Value $507K Shares 2,505 Est. Cost $157.77 Unrealized +47.0%
ORLY O'REILLY AUTOMOTIVE INC 0.2%
Value $507K Shares 1,000 Est. Cost $8.43 Unrealized +267.4%
COUPA SOFTWARE INC 0.2%
Value $500K Shares 1,965 Est. Cost $275.69 Unrealized
ACN ACCENTURE PLC-CL A 0.2%
Value $497K Shares 1,800 Est. Cost $142.15 Unrealized +69.8%
DXCM DEXCOM INC 0.2%
Value $476K Shares 1,325 Est. Cost $93.87 Unrealized 0.0%
T AT&T INC 0.2%
Value $454K Shares 15,000 Est. Cost $18.86 Unrealized -14.4%
PIONEER NATURAL RESOURCES CO 0.2%
Value $445K Shares 2,800 Est. Cost $70.00 Unrealized
APH AMPHENOL CORP-CL A 0.2%
Value $396K Shares 6,000 Est. Cost $25.98 Unrealized +19.4%
INTU INTUIT INC 0.1%
Value $306K Shares 800 Est. Cost $221.02 Unrealized +69.1%
LYV LIVE NATION ENTERTAINMENT INC 0.1%
Value $297K Shares 3,510 Est. Cost $80.50 Unrealized 0.0%