Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value: $218M (100.0% shares, 0.0% debt)

Holdings (85)

JNJ JOHNSON & JOHNSON 8.3%
Value $18.08M Shares 102,000 Est. Cost $65.75 Unrealized +130.9%
JPM JP MORGAN CHASE & CO 4.2%
Value $9.133M Shares 67,000 Est. Cost $39.63 Unrealized +237.3%
PFE PFIZER INC 3.7%
Value $8.153M Shares 157,488 Est. Cost $17.62 Unrealized +141.0%
PG PROCTER & GAMBLE CO 3.6%
Value $7.946M Shares 52,000 Est. Cost $58.01 Unrealized +145.0%
HD HOME DEPOT INC 3.3%
Value $7.184M Shares 24,000 Est. Cost $58.72 Unrealized +434.7%
WMT WALMART STORES INC 3.3%
Value $7.148M Shares 48,000 Est. Cost $20.35 Unrealized +119.2%
NSC NORFOLK SOUTHERN CORP 3.1%
Value $6.845M Shares 24,000 Est. Cost $65.71 Unrealized +284.9%
GL GLOBE LIFE INC 3.1%
Value $6.791M Shares 67,500 Est. Cost $86.06 Unrealized +14.1%
MSFT MICROSOFT CORP 2.8%
Value $6.166M Shares 20,000 Est. Cost $30.02 Unrealized +870.8%
UNH UNITEDHEALTH GROUP INC 2.7%
Value $5.865M Shares 11,500 Est. Cost $139.78 Unrealized +222.8%
MRK MERCK AND CO INC 2.3%
Value $5.111M Shares 62,295 Est. Cost $31.29 Unrealized +123.3%
IDXX IDEXX LABORATORIES INC 2.1%
Value $4.647M Shares 8,495 Est. Cost $501.01 Unrealized +5.0%
BA BOEING CO 2.0%
Value $4.309M Shares 22,500 Est. Cost $111.79 Unrealized +79.6%
INTC INTEL CORP 1.9%
Value $4.213M Shares 85,000 Est. Cost $17.92 Unrealized +157.6%
EMR EMERSON ELECTRIC CO 1.9%
Value $4.167M Shares 42,500 Est. Cost $48.18 Unrealized +81.5%
BK BANK OF NEW YORK MELLON CORP 1.8%
Value $3.97M Shares 80,000 Est. Cost $24.30 Unrealized +108.9%
CSCO CISCO SYSTEMS INC 1.8%
Value $3.845M Shares 68,951 Est. Cost $15.20 Unrealized +230.7%
MA MASTERCARD INC. 1.7%
Value $3.788M Shares 10,600 Est. Cost $71.82 Unrealized +389.6%
LMT LOCKHEED MARTIN CORP 1.7%
Value $3.752M Shares 8,500 Est. Cost $97.17 Unrealized +275.7%
XOM EXXON MOBIL CORP 1.7%
Value $3.717M Shares 45,000 Est. Cost $55.93 Unrealized +21.4%
TDG TRANSDIGM GROUP INC 1.7%
Value $3.626M Shares 5,565 Est. Cost $81.23 Unrealized +557.4%
ABBV ABBVIE INC 1.5%
Value $3.242M Shares 20,000 Est. Cost $33.39 Unrealized +278.6%
ITW ILLINOIS TOOL WORKS INC 1.4%
Value $3.141M Shares 15,000 Est. Cost $59.45 Unrealized +242.6%
HON HONEYWELL INTERNATIONAL INC 1.4%
Value $3.113M Shares 16,000 Est. Cost $60.82 Unrealized +180.1%
BAX BAXTER INTERNATIONAL INC 1.4%
Value $3.102M Shares 40,000 Est. Cost $29.22 Unrealized +161.4%
BMY BRISTOL-MYERS SQUIBB CO 1.4%
Value $3.067M Shares 42,000 Est. Cost $34.16 Unrealized +66.4%
AJG ARTHUR J GALLAGHER & CO 1.3%
Value $2.881M Shares 16,500 Est. Cost $40.18 Unrealized +281.8%
CAT CATERPILLAR INC 1.3%
Value $2.785M Shares 12,500 Est. Cost $62.67 Unrealized +211.9%
AVY AVERY DENNISON CORP 1.2%
Value $2.697M Shares 15,500 Est. Cost $37.09 Unrealized +367.5%
LHX L3HARRIS TECHNOLOGIES INC 1.1%
Value $2.485M Shares 10,000 Est. Cost $180.55 Unrealized +18.9%
ADBE ADOBE SYSTEMS INC 1.0%
Value $2.221M Shares 4,875 Est. Cost $86.68 Unrealized +455.0%
CSGP COSTAR GROUP INC 1.0%
Value $2.132M Shares 32,000 Est. Cost $79.51 Unrealized -16.5%
TXN TEXAS INSTRUMENTS INC 0.8%
Value $1.835M Shares 10,000 Est. Cost $77.65 Unrealized +102.6%
ZTS ZOETIS INC 0.8%
Value $1.812M Shares 9,610 Est. Cost $42.07 Unrealized +352.3%
ABT ABBOTT LABORATORIES 0.8%
Value $1.775M Shares 15,000 Est. Cost $30.51 Unrealized +278.1%
CPRT COPART INC 0.8%
Value $1.719M Shares 13,700 Est. Cost $12.35 Unrealized +157.2%
GOOG ALPHABET INC-CL C 0.8%
Value $1.676M Shares 600 Est. Cost $56.48 Unrealized +138.9%
BAC BANK OF AMERICA CORP 0.8%
Value $1.649M Shares 40,000 Est. Cost $11.68 Unrealized +249.5%
CVX CHEVRON CORP 0.7%
Value $1.628M Shares 10,000 Est. Cost $74.65 Unrealized +64.4%
KO COCA-COLA CO 0.7%
Value $1.55M Shares 25,000 Est. Cost $26.95 Unrealized +100.6%
V VISA INC 0.7%
Value $1.541M Shares 6,950 Est. Cost $142.46 Unrealized +47.4%
WSO WATSCO INC 0.7%
Value $1.523M Shares 5,000 Est. Cost $98.91 Unrealized +188.4%
WST WEST PHARMACEUTICAL SERVICES 0.7%
Value $1.52M Shares 3,700 Est. Cost $95.48 Unrealized +306.0%
CL COLGATE-PALMOLIVE CO 0.7%
Value $1.517M Shares 20,000 Est. Cost $48.40 Unrealized +49.4%
AMT AMERICAN TOWER CORP 0.7%
Value $1.507M Shares 6,000 Est. Cost $74.92 Unrealized +186.8%
GIS GENERAL MILLS INC 0.7%
Value $1.49M Shares 22,000 Est. Cost $32.89 Unrealized +78.7%
AMZN AMAZON.COM INC 0.7%
Value $1.434M Shares 440 Est. Cost $114.59 Unrealized +34.8%
ADI ANALOG DEVICES INC 0.6%
Value $1.404M Shares 8,500 Est. Cost $66.51 Unrealized +127.4%
BDX BECTON DICKINSON AND CO 0.6%
Value $1.33M Shares 5,000 Est. Cost $160.56 Unrealized +50.1%
PGR PROGRESSIVE CORP 0.6%
Value $1.322M Shares 11,600 Est. Cost $36.13 Unrealized +172.6%
AMAT APPLIED MATERIALS INC 0.6%
Value $1.318M Shares 10,000 Est. Cost $49.42 Unrealized +168.9%
VEEV VEEVA SYSTEMS INC 0.6%
Value $1.313M Shares 6,180 Est. Cost $44.91 Unrealized +383.0%
KELLOGG CO 0.6%
Value $1.29M Shares 20,000 Est. Cost $39.13 Unrealized +34.3%
DIS DISNEY WALT CO 0.6%
Value $1.234M Shares 9,000 Est. Cost $94.89 Unrealized +48.9%
FISV FISERV INC 0.6%
Value $1.217M Shares 12,000 Est. Cost $86.35 Unrealized +17.2%
LYV LIVE NATION ENTERTAINMENT INC 0.5%
Value $1.178M Shares 10,010 Est. Cost $83.90 Unrealized +36.0%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value $1.146M Shares 22,500 Est. Cost $26.61 Unrealized +55.9%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value $1.138M Shares 5,000 Est. Cost $71.77 Unrealized +174.4%
ALGN ALIGN TECHNOLOGY INC 0.5%
Value $1.09M Shares 2,500 Est. Cost $101.02 Unrealized +381.8%
TYL TYLER TECHNOLOGIES INC 0.5%
Value $1.068M Shares 2,400 Est. Cost $207.50 Unrealized +116.7%
POOL POOL CORP 0.5%
Value $1.025M Shares 2,425 Est. Cost $240.56 Unrealized +84.4%
JBHT HUNT JB TRANS SVCS INC 0.5%
Value $1.004M Shares 5,000 Est. Cost $66.44 Unrealized +188.8%
APD AIR PRODS & CHEMS INC 0.5%
Value $1M Shares 4,000 Est. Cost $104.91 Unrealized +121.1%
ULTA ULTA BEAUTY INC 0.5%
Value $996K Shares 2,500 Est. Cost $117.26 Unrealized +221.0%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value $994K Shares 10,500 Est. Cost $51.79 Unrealized +84.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.5%
Value $991K Shares 7,500 Est. Cost $52.22 Unrealized +134.7%
DXCM DEXCOM INC 0.5%
Value $985K Shares 1,925 Est. Cost $94.54 Unrealized +15.7%
ACTIVISION BLIZZARD INC 0.4%
Value $961K Shares 12,000 Est. Cost $46.33 Unrealized
FAST FASTENAL CO 0.4%
Value $950K Shares 16,000 Est. Cost $11.34 Unrealized +124.0%
WFC WELLS FARGO & CO 0.4%
Value $872K Shares 18,000 Est. Cost $32.49 Unrealized +49.3%
CI CIGNA CORP 0.4%
Value $846K Shares 3,529 Est. Cost $190.77 Unrealized +14.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value $793K Shares 8,000 Est. Cost $54.61 Unrealized +58.9%
WM WASTE MANAGEMENT INC 0.4%
Value $793K Shares 5,000 Est. Cost $102.09 Unrealized +39.6%
PIONEER NATURAL RESOURCES CO 0.3%
Value $700K Shares 2,800 Est. Cost $70.00 Unrealized
BALL BALL CORP 0.3%
Value $698K Shares 7,750 Est. Cost $81.56 Unrealized +5.7%
ABNB AIRBNB INC 0.3%
Value $694K Shares 4,040 Est. Cost $152.75 Unrealized +4.3%
ORLY O'REILLY AUTOMOTIVE INC 0.3%
Value $685K Shares 1,000 Est. Cost $8.43 Unrealized +429.8%
SWITCH INC CLASS A 0.3%
Value $660K Shares 21,425 Est. Cost $30.81 Unrealized
ACN ACCENTURE PLC-CL A 0.3%
Value $607K Shares 1,800 Est. Cost $142.15 Unrealized +124.1%
DE DEERE & CO 0.3%
Value $548K Shares 1,320 Est. Cost $363.01 Unrealized 0.0%
FTV FORTIVE CORP 0.2%
Value $455K Shares 7,460 Est. Cost $45.42 Unrealized +7.1%
APH AMPHENOL CORP 0.2%
Value $452K Shares 6,000 Est. Cost $25.98 Unrealized +43.6%
INTU INTUIT INC 0.2%
Value $385K Shares 800 Est. Cost $221.02 Unrealized +126.0%
T AT&T INC 0.2%
Value $354K Shares 15,000 Est. Cost $18.86 Unrealized -21.0%
RYAN RYAN SPECIALTY GROUP HLDGS A 0.1%
Value $296K Shares 7,630 Est. Cost $37.87 Unrealized +0.3%