Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value: $217M (100.0% shares, 0.0% debt)

Holdings (87)

JNJ JOHNSON & JOHNSON 7.7%
Value $16.8M Shares 102,000 Est. Cost $65.75 Unrealized +120.4%
JPM JP MORGAN CHASE & CO 4.8%
Value $10.42M Shares 67,000 Est. Cost $39.63 Unrealized +252.6%
HD HOME DEPOT INC 3.5%
Value $7.653M Shares 24,000 Est. Cost $58.72 Unrealized +383.4%
PG PROCTER & GAMBLE CO 3.2%
Value $7.016M Shares 52,000 Est. Cost $58.01 Unrealized +108.1%
WMT WALMART STORES INC 3.1%
Value $6.769M Shares 48,000 Est. Cost $20.35 Unrealized +115.3%
GL GLOBE LIFE INC 3.0%
Value $6.429M Shares 67,500 Est. Cost $86.06 Unrealized +14.5%
NSC NORFOLK SOUTHERN CORP 2.9%
Value $6.37M Shares 24,000 Est. Cost $65.71 Unrealized +280.9%
PFE PFIZER INC 2.8%
Value $6.167M Shares 157,488 Est. Cost $17.62 Unrealized +75.9%
MSFT MICROSOFT CORP 2.5%
Value $5.418M Shares 20,000 Est. Cost $30.02 Unrealized +715.4%
BA BOEING CO 2.5%
Value $5.39M Shares 22,500 Est. Cost $111.79 Unrealized +116.3%
IDXX IDEXX LABORATORIES INC 2.5%
Value $5.365M Shares 8,495 Est. Cost $501.01 Unrealized +10.2%
MRK MERCK AND CO INC 2.2%
Value $4.845M Shares 62,295 Est. Cost $31.29 Unrealized +105.0%
INTC INTEL CORP 2.2%
Value $4.772M Shares 85,000 Est. Cost $17.92 Unrealized +198.9%
UNH UNITEDHEALTH GROUP INC 2.1%
Value $4.605M Shares 11,500 Est. Cost $139.78 Unrealized +164.0%
BK BANK OF NEW YORK MELLON CORP 1.9%
Value $4.098M Shares 80,000 Est. Cost $24.30 Unrealized +80.5%
EMR EMERSON ELECTRIC CO 1.9%
Value $4.09M Shares 42,500 Est. Cost $48.18 Unrealized +77.5%
TDG TRANSDIGM GROUP INC 1.8%
Value $3.884M Shares 6,000 Est. Cost $81.23 Unrealized +541.9%
MA MASTERCARD INC. 1.8%
Value $3.87M Shares 10,600 Est. Cost $71.82 Unrealized +404.4%
CSCO CISCO SYSTEMS INC 1.7%
Value $3.654M Shares 68,951 Est. Cost $15.20 Unrealized +201.5%
HON HONEYWELL INTERNATIONAL INC 1.6%
Value $3.51M Shares 16,000 Est. Cost $60.82 Unrealized +216.0%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value $3.353M Shares 15,000 Est. Cost $59.45 Unrealized +244.8%
AVY AVERY DENNISON CORP 1.5%
Value $3.259M Shares 15,500 Est. Cost $37.09 Unrealized +423.3%
BAX BAXTER INTERNATIONAL INC 1.5%
Value $3.22M Shares 40,000 Est. Cost $29.22 Unrealized +159.0%
LMT LOCKHEED MARTIN CORP 1.5%
Value $3.216M Shares 8,500 Est. Cost $97.17 Unrealized +248.4%
VEEV VEEVA SYSTEMS INC - CLASS A 1.4%
Value $3.078M Shares 9,900 Est. Cost $44.91 Unrealized +520.6%
ADBE ADOBE SYSTEMS INC 1.3%
Value $2.855M Shares 4,875 Est. Cost $86.68 Unrealized +494.7%
XOM EXXON MOBIL CORP 1.3%
Value $2.839M Shares 45,000 Est. Cost $55.93 Unrealized -10.5%
BMY BRISTOL-MYERS SQUIBB CO 1.3%
Value $2.806M Shares 42,000 Est. Cost $34.16 Unrealized +57.7%
ZTS ZOETIS INC 1.3%
Value $2.795M Shares 15,000 Est. Cost $42.07 Unrealized +295.8%
CAT CATERPILLAR INC 1.3%
Value $2.72M Shares 12,500 Est. Cost $62.67 Unrealized +238.1%
CSGP COSTAR GROUP INC 1.2%
Value $2.65M Shares 32,000 Est. Cost $79.51 Unrealized +8.7%
AJG ARTHUR J GALLAGHER & CO 1.1%
Value $2.311M Shares 16,500 Est. Cost $40.18 Unrealized +235.2%
ABBV ABBVIE INC 1.0%
Value $2.253M Shares 20,000 Est. Cost $33.39 Unrealized +183.8%
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value $2.162M Shares 10,000 Est. Cost $180.55 Unrealized +8.3%
TXN TEXAS INSTRUMENTS INC 0.9%
Value $1.923M Shares 10,000 Est. Cost $77.65 Unrealized +111.5%
CPRT COPART INC 0.8%
Value $1.806M Shares 13,700 Est. Cost $12.35 Unrealized +151.1%
ABT ABBOTT LABORATORIES 0.8%
Value $1.739M Shares 15,000 Est. Cost $30.51 Unrealized +251.6%
BAC BANK OF AMERICA CORP 0.8%
Value $1.649M Shares 40,000 Est. Cost $11.68 Unrealized +213.0%
CL COLGATE-PALMOLIVE CO 0.8%
Value $1.627M Shares 20,000 Est. Cost $48.40 Unrealized +51.7%
V VISA INC 0.7%
Value $1.625M Shares 6,950 Est. Cost $142.46 Unrealized +55.1%
AMT AMERICAN TOWER CORP 0.7%
Value $1.621M Shares 6,000 Est. Cost $74.92 Unrealized +195.3%
DIS DISNEY WALT CO 0.7%
Value $1.582M Shares 9,000 Est. Cost $94.89 Unrealized +85.2%
ALGN ALIGN TECHNOLOGY INC 0.7%
Value $1.528M Shares 2,500 Est. Cost $101.02 Unrealized +485.9%
AMZN AMAZON.COM INC 0.7%
Value $1.514M Shares 440 Est. Cost $114.59 Unrealized +45.0%
GOOG ALPHABET INC-CL C 0.7%
Value $1.504M Shares 600 Est. Cost $56.48 Unrealized +109.5%
ADI ANALOG DEVICES INC 0.7%
Value $1.463M Shares 8,500 Est. Cost $66.51 Unrealized +122.0%
WSO WATSCO INC 0.7%
Value $1.433M Shares 5,000 Est. Cost $98.91 Unrealized +189.5%
AMAT APPLIED MATERIALS INC 0.7%
Value $1.424M Shares 10,000 Est. Cost $49.42 Unrealized +160.7%
KO COCA-COLA CO 0.6%
Value $1.353M Shares 25,000 Est. Cost $26.95 Unrealized +75.4%
GIS GENERAL MILLS INC 0.6%
Value $1.34M Shares 22,000 Est. Cost $32.89 Unrealized +60.9%
WST WEST PHARMACEUTICAL SERVICES 0.6%
Value $1.329M Shares 3,700 Est. Cost $95.48 Unrealized +242.1%
KELLOGG CO 0.6%
Value $1.287M Shares 20,000 Est. Cost $39.13 Unrealized +31.8%
FISV FISERV INC 0.6%
Value $1.283M Shares 12,000 Est. Cost $86.35 Unrealized +34.6%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value $1.261M Shares 22,500 Est. Cost $26.61 Unrealized +63.1%
BDX BECTON DICKINSON AND CO 0.6%
Value $1.216M Shares 5,000 Est. Cost $160.56 Unrealized +38.3%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value $1.184M Shares 10,500 Est. Cost $51.79 Unrealized +100.7%
APD AIR PRODS & CHEMS INC 0.5%
Value $1.151M Shares 4,000 Est. Cost $104.91 Unrealized +148.5%
ACTIVISION BLIZZARD INC 0.5%
Value $1.145M Shares 12,000 Est. Cost $46.33 Unrealized
PGR PROGRESSIVE CORP 0.5%
Value $1.139M Shares 11,600 Est. Cost $36.13 Unrealized +144.9%
POOL POOL CORP 0.5%
Value $1.112M Shares 2,425 Est. Cost $240.56 Unrealized +65.6%
TYL TYLER TECHNOLOGIES INC 0.5%
Value $1.086M Shares 2,400 Est. Cost $207.50 Unrealized +104.8%
KMX CARMAX INC 0.5%
Value $1.085M Shares 8,400 Est. Cost $122.63 Unrealized +0.8%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value $993K Shares 5,000 Est. Cost $71.77 Unrealized +145.6%
WFC WELLS FARGO & CO 0.4%
Value $906K Shares 20,000 Est. Cost $32.49 Unrealized +23.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $890K Shares 7,500 Est. Cost $52.22 Unrealized +107.4%
LYV LIVE NATION ENTERTAINMENT INC 0.4%
Value $877K Shares 10,010 Est. Cost $83.90 Unrealized +2.2%
ULTA ULTA BEAUTY INC 0.4%
Value $864K Shares 2,500 Est. Cost $117.26 Unrealized +179.7%
MRCY MERCURY SYSTEMS INC 0.4%
Value $856K Shares 12,920 Est. Cost $78.60 Unrealized -12.1%
CVX CHEVRON CORP 0.4%
Value $838K Shares 8,000 Est. Cost $72.49 Unrealized +20.1%
CI CIGNA CORP 0.4%
Value $837K Shares 3,529 Est. Cost $190.77 Unrealized +20.4%
FAST FASTENAL CO 0.4%
Value $832K Shares 16,000 Est. Cost $11.34 Unrealized +105.3%
DXCM DEXCOM INC 0.4%
Value $822K Shares 1,925 Est. Cost $94.54 Unrealized +1.6%
JBHT HUNT JB TRANS SVCS INC 0.4%
Value $815K Shares 5,000 Est. Cost $66.44 Unrealized +143.4%
WM WASTE MANAGEMENT INC 0.3%
Value $701K Shares 5,000 Est. Cost $102.09 Unrealized +25.9%
DOCU DOCUSIGN INC 0.3%
Value $700K Shares 2,505 Est. Cost $157.77 Unrealized +41.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value $682K Shares 8,000 Est. Cost $54.61 Unrealized +38.7%
BALL BALL CORP 0.3%
Value $628K Shares 7,750 Est. Cost $81.56 Unrealized 0.0%
ORLY O'REILLY AUTOMOTIVE INC 0.3%
Value $566K Shares 1,000 Est. Cost $8.43 Unrealized +325.5%
OAK STREET HEALTH INC 0.3%
Value $551K Shares 9,400 Est. Cost $54.26 Unrealized
ACN ACCENTURE PLC-CL A 0.2%
Value $531K Shares 1,800 Est. Cost $142.15 Unrealized +88.6%
FTV FORTIVE CORP 0.2%
Value $520K Shares 7,460 Est. Cost $45.42 Unrealized +16.3%
COUPA SOFTWARE INC 0.2%
Value $515K Shares 1,965 Est. Cost $275.69 Unrealized
PIONEER NATURAL RESOURCES CO 0.2%
Value $455K Shares 2,800 Est. Cost $70.00 Unrealized
T AT&T INC 0.2%
Value $432K Shares 15,000 Est. Cost $18.86 Unrealized -9.9%
APH AMPHENOL CORP-CL A 0.2%
Value $410K Shares 6,000 Est. Cost $25.98 Unrealized +24.4%
INTU INTUIT INC 0.2%
Value $392K Shares 800 Est. Cost $221.02 Unrealized +90.7%
OGN ORGANON & CO 0.1%
Value $188K Shares 6,229 Est. Cost $26.93 Unrealized 0.0%