Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 10, 2017

Total Value ($000): $138,904 (100.0% shares, 0.0% debt)

Holdings (83)

JNJ JOHNSON & JOHNSON 9.7%
Value ($000) $13,494 Shares 102,000 Est. Cost $65.75 Unrealized +52.7%
JPM JP MORGAN CHASE & CO 4.4%
Value ($000) $6,124 Shares 67,000 Est. Cost $39.63 Unrealized +72.9%
PFE PFIZER INC 3.8%
Value ($000) $5,290 Shares 157,488 Est. Cost $17.62 Unrealized +22.6%
TORCHMARK CORP 3.7%
Value ($000) $5,164 Shares 67,500 Est. Cost $69.56 Unrealized
PG PROCTER & GAMBLE CO 3.3%
Value ($000) $4,532 Shares 52,000 Est. Cost $58.01 Unrealized +20.9%
BA BOEING CO 3.2%
Value ($000) $4,449 Shares 22,500 Est. Cost $111.79 Unrealized +56.4%
HD HOME DEPOT INC 3.0%
Value ($000) $4,219 Shares 27,500 Est. Cost $58.72 Unrealized +112.0%
BK BANK OF NEW YORK MELLON CORP 2.9%
Value ($000) $4,082 Shares 80,000 Est. Cost $24.30 Unrealized +56.2%
MRK MERCK AND CO INC 2.9%
Value ($000) $3,992 Shares 62,295 Est. Cost $31.29 Unrealized +48.8%
XOM EXXON MOBIL CORP 2.6%
Value ($000) $3,633 Shares 45,000 Est. Cost $55.93 Unrealized -0.8%
WMT WALMART STORES INC 2.6%
Value ($000) $3,633 Shares 48,000 Est. Cost $20.35 Unrealized +8.2%
NSC NORFOLK SOUTHERN CORP 2.1%
Value ($000) $2,921 Shares 24,000 Est. Cost $65.71 Unrealized +50.3%
INTC INTEL CORP 2.1%
Value ($000) $2,868 Shares 85,000 Est. Cost $17.92 Unrealized +65.0%
EMR EMERSON ELECTRIC CO 1.8%
Value ($000) $2,534 Shares 42,500 Est. Cost $48.18 Unrealized -0.4%
BAX BAXTER INTERNATIONAL INC 1.7%
Value ($000) $2,422 Shares 40,000 Est. Cost $29.22 Unrealized +68.0%
TDG TRANSDIGM GROUP INC 1.7%
Value ($000) $2,420 Shares 9,000 Est. Cost $81.23 Unrealized +113.5%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $2,360 Shares 8,500 Est. Cost $97.17 Unrealized +124.7%
BMY BRISTOL-MYERS SQUIBB CO 1.7%
Value ($000) $2,340 Shares 42,000 Est. Cost $34.16 Unrealized +16.8%
CSCO CISCO SYSTEMS INC 1.6%
Value ($000) $2,158 Shares 68,951 Est. Cost $15.20 Unrealized +64.8%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value ($000) $2,149 Shares 15,000 Est. Cost $59.45 Unrealized +90.6%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $2,133 Shares 16,000 Est. Cost $60.82 Unrealized +62.4%
MDT MEDTRONIC PLC 1.4%
Value ($000) $1,953 Shares 22,000 Est. Cost $58.10 Unrealized +16.4%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $1,669 Shares 9,000 Est. Cost $126.92 Unrealized +20.3%
WFC WELLS FARGO & CO 1.2%
Value ($000) $1,662 Shares 30,000 Est. Cost $32.49 Unrealized +29.8%
CL COLGATE-PALMOLIVE CO 1.1%
Value ($000) $1,483 Shares 20,000 Est. Cost $48.40 Unrealized +25.3%
IEX IDEXX LABORATORIES INC 1.0%
Value ($000) $1,453 Shares 9,000 Est. Cost $63.38 Unrealized +49.2%
ABBV ABBVIE INC COM 1.0%
Value ($000) $1,450 Shares 20,000 Est. Cost $33.39 Unrealized +40.6%
ULTA ULTA SALON COSMETICS & FRAGR 1.0%
Value ($000) $1,437 Shares 5,000 Est. Cost $117.26 Unrealized +148.9%
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,379 Shares 20,000 Est. Cost $30.02 Unrealized +107.6%
AVY AVERY DENNISON CORP 1.0%
Value ($000) $1,370 Shares 15,500 Est. Cost $37.09 Unrealized +93.4%
CAT CATERPILLAR INC 1.0%
Value ($000) $1,343 Shares 12,500 Est. Cost $62.67 Unrealized +34.1%
ORLY O'REILLY AUTOMOTIVE INC 0.9%
Value ($000) $1,312 Shares 6,000 Est. Cost $8.43 Unrealized +93.7%
MA MASTERCARD INC. 0.9%
Value ($000) $1,312 Shares 10,800 Est. Cost $71.82 Unrealized +57.4%
GIS GENERAL MILLS INC 0.9%
Value ($000) $1,219 Shares 22,000 Est. Cost $32.89 Unrealized +27.7%
KELLOGG CO 0.9%
Value ($000) $1,216 Shares 17,500 Est. Cost $37.78 Unrealized +30.1%
WALGREENS BOOTS ALLIANCE INC 0.8%
Value ($000) $1,175 Shares 15,000 Est. Cost $84.67 Unrealized
KO COCA-COLA CO 0.8%
Value ($000) $1,121 Shares 25,000 Est. Cost $26.95 Unrealized +25.0%
HARRIS CORP DEL 0.8%
Value ($000) $1,091 Shares 10,000 Est. Cost $69.80 Unrealized
GENERAL ELECTRIC CO 0.8%
Value ($000) $1,080 Shares 40,000 Est. Cost $28.02 Unrealized
SLB SCHLUMBERGER LTD 0.8%
Value ($000) $1,053 Shares 16,000 Est. Cost $65.05 Unrealized -14.2%
RED HAT INC 0.8%
Value ($000) $1,053 Shares 11,000 Est. Cost $55.93 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,005 Shares 22,500 Est. Cost $26.61 Unrealized +11.0%
TREEHOUSE FOODS INC 0.7%
Value ($000) $980 Shares 12,000 Est. Cost $68.92 Unrealized
SHIRE PLC 0.7%
Value ($000) $980 Shares 5,928 Est. Cost $184.04 Unrealized
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $977 Shares 8,000 Est. Cost $113.50 Unrealized
BDX BECTON INTERNATIONAL INC 0.7%
Value ($000) $976 Shares 5,000 Est. Cost $160.56 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $970 Shares 40,000 Est. Cost $11.68 Unrealized +63.5%
ZTS ZOETIS INC 0.7%
Value ($000) $936 Shares 15,000 Est. Cost $42.07 Unrealized +31.4%
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $926 Shares 14,500 Est. Cost $70.24 Unrealized
JBHT HUNT JB TRANS SVCS INC 0.7%
Value ($000) $914 Shares 10,000 Est. Cost $66.44 Unrealized +22.9%
AMG AFFILIATED MANAGERS GROUP 0.6%
Value ($000) $879 Shares 5,300 Est. Cost $191.64 Unrealized -19.2%
AJG ARTHUR J GALLAGHER & CO 0.6%
Value ($000) $859 Shares 15,000 Est. Cost $36.51 Unrealized +35.9%
DIS DISNEY WALT CO 0.6%
Value ($000) $850 Shares 8,000 Est. Cost $89.78 Unrealized +14.1%
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $849 Shares 6,000 Est. Cost $86.68 Unrealized +58.0%
CSGP COSTAR GROUP INC 0.6%
Value ($000) $844 Shares 3,200 Est. Cost $17.09 Unrealized +42.3%
CVX CHEVRON CORP 0.6%
Value ($000) $835 Shares 8,000 Est. Cost $72.49 Unrealized +1.0%
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $794 Shares 6,000 Est. Cost $74.92 Unrealized +37.3%
WSO WATSCO INC 0.6%
Value ($000) $771 Shares 5,000 Est. Cost $98.91 Unrealized +44.5%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.6%
Value ($000) $769 Shares 5,000 Est. Cost $106.40 Unrealized -2.5%
FAST FASTENAL CO 0.5%
Value ($000) $740 Shares 17,000 Est. Cost $8.75 Unrealized +2.4%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $729 Shares 15,000 Est. Cost $30.51 Unrealized +27.5%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value ($000) $721 Shares 10,500 Est. Cost $51.79 Unrealized +22.9%
SBUX STARBUCKS CORP 0.5%
Value ($000) $700 Shares 12,000 Est. Cost $45.58 Unrealized +10.2%
LNC LINCOLN NATIONAL CORP 0.5%
Value ($000) $676 Shares 10,000 Est. Cost $31.80 Unrealized +46.6%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $661 Shares 8,500 Est. Cost $66.51 Unrealized +1.5%
CONTINENTAL RESOURCES INC 0.5%
Value ($000) $647 Shares 20,000 Est. Cost $89.50 Unrealized
VRSK VERISK ANALYTICS INC - CLASS A 0.5%
Value ($000) $633 Shares 7,500 Est. Cost $63.30 Unrealized +22.2%
SBNY SIGNATURE BANK 0.4%
Value ($000) $617 Shares 4,300 Est. Cost $132.17 Unrealized
VEEV VEEVA SYSTEMS INC - CLASS A 0.4%
Value ($000) $613 Shares 10,000 Est. Cost $44.91 Unrealized +28.5%
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $575 Shares 12,000 Est. Cost $41.19 Unrealized +13.5%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $572 Shares 4,000 Est. Cost $104.91 Unrealized +9.5%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $566 Shares 8,000 Est. Cost $58.22 Unrealized -17.0%
T AT&T INC 0.4%
Value ($000) $566 Shares 15,000 Est. Cost $15.50 Unrealized +2.8%
TSCO TRACTOR SUPPLY COMPANY 0.4%
Value ($000) $542 Shares 10,000 Est. Cost $12.05 Unrealized -13.7%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $512 Shares 5,000 Est. Cost $71.77 Unrealized +17.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $494 Shares 7,500 Est. Cost $52.22 Unrealized +5.2%
ULTIMATE SOFTWARE GROUP INC 0.3%
Value ($000) $420 Shares 2,000 Est. Cost $195.00 Unrealized
SU SUNCOR ENERGY INC 0.3%
Value ($000) $409 Shares 14,000 Est. Cost $23.19 Unrealized -3.7%
ALDER BIOPHARMACEUTICALS INC 0.3%
Value ($000) $384 Shares 33,575 Est. Cost $32.73 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $375 Shares 2,500 Est. Cost $101.02 Unrealized +34.3%
WDAY WORKDAY INC - CLASS A 0.2%
Value ($000) $340 Shares 3,500 Est. Cost $83.02 Unrealized +12.5%
LIGAND PHARMACEUTICALS 0.2%
Value ($000) $304 Shares 2,500 Est. Cost $101.60 Unrealized
ACCELERATE DIAGNOSTICS INC 0.2%
Value ($000) $246 Shares 9,000 Est. Cost $24.22 Unrealized