Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 15, 2017

Total Value: $135M (100.0% shares, 0.0% debt)

Holdings (84)

JNJ JOHNSON & JOHNSON 9.4%
Value $12.7M Shares 102,000 Est. Cost $65.75 Unrealized +42.0%
JPM JP MORGAN CHASE & CO 4.4%
Value $5.885M Shares 67,000 Est. Cost $39.63 Unrealized +75.8%
PFE PFIZER INC 4.0%
Value $5.388M Shares 157,488 Est. Cost $17.62 Unrealized +21.5%
TORCHMARK CORP 3.9%
Value $5.2M Shares 67,500 Est. Cost $69.56 Unrealized
PG PROCTER & GAMBLE CO 3.5%
Value $4.672M Shares 52,000 Est. Cost $58.01 Unrealized +20.7%
HD HOME DEPOT INC 3.0%
Value $4.038M Shares 27,500 Est. Cost $58.72 Unrealized +94.8%
BA BOEING CO 3.0%
Value $3.979M Shares 22,500 Est. Cost $111.79 Unrealized +42.0%
MRK MERCK AND CO INC 2.9%
Value $3.958M Shares 62,295 Est. Cost $31.29 Unrealized +47.2%
BK BANK OF NEW YORK MELLON CORP 2.8%
Value $3.778M Shares 80,000 Est. Cost $24.30 Unrealized +52.2%
XOM EXXON MOBIL CORP 2.7%
Value $3.594M Shares 43,828 Est. Cost $55.94 Unrealized +0.3%
WMT WALMART STORES INC 2.6%
Value $3.46M Shares 48,000 Est. Cost $20.35 Unrealized -2.8%
INTC INTEL CORP 2.3%
Value $3.066M Shares 85,000 Est. Cost $17.92 Unrealized +65.6%
NSC NORFOLK SOUTHERN CORP 2.0%
Value $2.687M Shares 24,000 Est. Cost $65.71 Unrealized +48.8%
EMR EMERSON ELECTRIC CO 1.9%
Value $2.544M Shares 42,500 Est. Cost $48.18 Unrealized -0.5%
CSCO CISCO SYSTEMS INC 1.7%
Value $2.331M Shares 68,951 Est. Cost $15.20 Unrealized +62.7%
BMY BRISTOL-MYERS SQUIBB CO 1.7%
Value $2.284M Shares 42,000 Est. Cost $34.16 Unrealized +16.9%
LMT LOCKHEED MARTIN CORP 1.7%
Value $2.275M Shares 8,500 Est. Cost $97.17 Unrealized +112.8%
BAX BAXTER INTERNATIONAL INC 1.5%
Value $2.074M Shares 40,000 Est. Cost $29.22 Unrealized +45.1%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value $1.998M Shares 16,000 Est. Cost $60.82 Unrealized +51.1%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value $1.987M Shares 15,000 Est. Cost $59.45 Unrealized +75.9%
TDG TRANSDIGM GROUP INC 1.5%
Value $1.981M Shares 9,000 Est. Cost $81.23 Unrealized +100.7%
MDT MEDTRONIC PLC 1.3%
Value $1.772M Shares 22,000 Est. Cost $58.10 Unrealized +7.4%
WFC WELLS FARGO & CO 1.2%
Value $1.67M Shares 30,000 Est. Cost $32.49 Unrealized +36.6%
ORLY O'REILLY AUTOMOTIVE INC 1.2%
Value $1.619M Shares 6,000 Est. Cost $8.43 Unrealized +114.2%
CL COLGATE-PALMOLIVE CO 1.1%
Value $1.464M Shares 20,000 Est. Cost $48.40 Unrealized +17.5%
ULTA ULTA SALON COSMETICS & FRAGR 1.1%
Value $1.426M Shares 5,000 Est. Cost $117.26 Unrealized +133.4%
IEX IDEXX LABORATORIES INC 1.0%
Value $1.391M Shares 9,000 Est. Cost $63.38 Unrealized +30.1%
MSFT MICROSOFT CORP 1.0%
Value $1.317M Shares 20,000 Est. Cost $30.02 Unrealized +92.7%
ABBV ABBVIE INC COM 1.0%
Value $1.303M Shares 20,000 Est. Cost $33.39 Unrealized +30.2%
GIS GENERAL MILLS INC 1.0%
Value $1.298M Shares 22,000 Est. Cost $32.89 Unrealized +35.7%
KELLOGG CO 0.9%
Value $1.271M Shares 17,500 Est. Cost $37.78 Unrealized +32.5%
SLB SCHLUMBERGER LTD 0.9%
Value $1.25M Shares 16,000 Est. Cost $65.05 Unrealized -2.6%
AVY AVERY DENNISON CORP 0.9%
Value $1.249M Shares 15,500 Est. Cost $37.09 Unrealized +78.6%
WALGREENS BOOTS ALLIANCE INC 0.9%
Value $1.246M Shares 15,000 Est. Cost $84.67 Unrealized
MA MASTERCARD INC. 0.9%
Value $1.215M Shares 10,800 Est. Cost $71.82 Unrealized +45.2%
GENERAL ELECTRIC CO 0.9%
Value $1.192M Shares 40,000 Est. Cost $28.02 Unrealized
CAT CATERPILLAR INC 0.9%
Value $1.16M Shares 12,500 Est. Cost $62.67 Unrealized +24.0%
UNH UNITEDHEALTH GROUP INC 0.9%
Value $1.148M Shares 7,000 Est. Cost $119.56 Unrealized +18.9%
HARRIS CORP DEL 0.8%
Value $1.113M Shares 10,000 Est. Cost $69.80 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value $1.097M Shares 22,500 Est. Cost $26.61 Unrealized +18.1%
KO COCA-COLA CO 0.8%
Value $1.061M Shares 25,000 Est. Cost $26.95 Unrealized +17.0%
SHIRE PLC 0.8%
Value $1.033M Shares 5,928 Est. Cost $184.04 Unrealized
TREEHOUSE FOODS INC 0.8%
Value $1.016M Shares 12,000 Est. Cost $68.92 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.7%
Value $956K Shares 14,500 Est. Cost $70.24 Unrealized
RED HAT INC 0.7%
Value $952K Shares 11,000 Est. Cost $55.93 Unrealized
BAC BANK OF AMERICA CORP 0.7%
Value $944K Shares 40,000 Est. Cost $11.68 Unrealized +65.9%
JBHT HUNT JB TRANS SVCS INC 0.7%
Value $917K Shares 10,000 Est. Cost $66.44 Unrealized +34.4%
CONTINENTAL RESOURCES INC 0.7%
Value $908K Shares 20,000 Est. Cost $89.50 Unrealized
DIS DISNEY WALT CO 0.7%
Value $907K Shares 8,000 Est. Cost $89.78 Unrealized +14.7%
UNITED TECHNOLOGIES CORP 0.7%
Value $898K Shares 8,000 Est. Cost $113.50 Unrealized
FAST FASTENAL CO 0.6%
Value $876K Shares 17,000 Est. Cost $8.75 Unrealized +13.5%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value $871K Shares 5,000 Est. Cost $106.40 Unrealized +7.5%
AMG AFFILIATED MANAGERS GROUP 0.6%
Value $869K Shares 5,300 Est. Cost $191.64 Unrealized -20.0%
CVX CHEVRON CORP 0.6%
Value $859K Shares 8,000 Est. Cost $72.49 Unrealized +5.9%
AJG ARTHUR J GALLAGHER & CO 0.6%
Value $848K Shares 15,000 Est. Cost $36.51 Unrealized +31.7%
ZTS ZOETIS INC 0.6%
Value $801K Shares 15,000 Est. Cost $42.07 Unrealized +19.9%
ADBE ADOBE SYSTEMS INC 0.6%
Value $781K Shares 6,000 Est. Cost $86.68 Unrealized +35.4%
AMT AMERICAN TOWER CORP 0.5%
Value $729K Shares 6,000 Est. Cost $74.92 Unrealized +17.3%
WSO WATSCO INC 0.5%
Value $716K Shares 5,000 Est. Cost $98.91 Unrealized +51.4%
SBUX STARBUCKS CORP 0.5%
Value $701K Shares 12,000 Est. Cost $45.58 Unrealized +2.7%
ALDER BIOPHARMACEUTICALS INC 0.5%
Value $698K Shares 33,575 Est. Cost $32.73 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.5%
Value $690K Shares 10,000 Est. Cost $12.05 Unrealized +5.1%
ABT ABBOTT LABORATORIES 0.5%
Value $666K Shares 15,000 Est. Cost $30.51 Unrealized +21.0%
CSGP COSTAR GROUP INC 0.5%
Value $663K Shares 3,200 Est. Cost $17.09 Unrealized +18.9%
LNC LINCOLN NATIONAL CORP 0.5%
Value $655K Shares 10,000 Est. Cost $31.80 Unrealized +50.9%
ADI ANALOG DEVICES INC 0.5%
Value $647K Shares 7,891 Est. Cost $66.43 Unrealized 0.0%
SBNY SIGNATURE BANK 0.5%
Value $638K Shares 4,300 Est. Cost $132.17 Unrealized
VRSK VERISK ANALYTICS INC - CLASS A 0.5%
Value $609K Shares 7,500 Est. Cost $63.30 Unrealized +24.0%
GWRE GUIDEWIRE SOFTWARE INC 0.4%
Value $591K Shares 10,500 Est. Cost $51.79 Unrealized +5.6%
RHI ROBERT HALF INTL INC 0.4%
Value $586K Shares 12,000 Est. Cost $41.19 Unrealized +17.3%
GILD GILEAD SCIENCES INC 0.4%
Value $543K Shares 8,000 Est. Cost $58.22 Unrealized -13.0%
APD AIR PRODS & CHEMS INC 0.4%
Value $541K Shares 4,000 Est. Cost $104.91 Unrealized +7.8%
LULU LULULEMON ATHLETICA INC 0.4%
Value $524K Shares 10,100 Est. Cost $47.77 Unrealized +37.8%
VEEV VEEVA SYSTEMS INC - CLASS A 0.4%
Value $513K Shares 10,000 Est. Cost $44.91 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value $512K Shares 5,000 Est. Cost $71.77 Unrealized +17.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value $449K Shares 7,500 Est. Cost $52.22 Unrealized 0.0%
SU SUNCOR ENERGY INC 0.3%
Value $431K Shares 14,000 Est. Cost $23.19 Unrealized -2.1%
T AT&T INC 0.3%
Value $416K Shares 10,000 Est. Cost $15.28 Unrealized +9.5%
ULTIMATE SOFTWARE GROUP INC 0.3%
Value $390K Shares 2,000 Est. Cost $195.00 Unrealized
WDAY WORKDAY INC - CLASS A 0.2%
Value $291K Shares 3,500 Est. Cost $83.02 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.2%
Value $287K Shares 2,500 Est. Cost $101.02 Unrealized 0.0%
MD MEDNAX INC 0.2%
Value $278K Shares 4,000 Est. Cost $68.74 Unrealized +1.0%
LIGAND PHARMACEUTICALS 0.2%
Value $265K Shares 2,500 Est. Cost $101.60 Unrealized
ACCELERATE DIAGNOSTICS INC 0.2%
Value $218K Shares 9,000 Est. Cost $24.22 Unrealized