Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 13, 2017

Total Value: $145M (100.0% shares, 0.0% debt)

Holdings (85)

JNJ JOHNSON & JOHNSON 9.2%
Value $13.26M Shares 102,000 Est. Cost $65.75 Unrealized +59.6%
JPM JP MORGAN CHASE & CO 4.4%
Value $6.399M Shares 67,000 Est. Cost $39.63 Unrealized +85.9%
BA BOEING CO 4.0%
Value $5.72M Shares 22,500 Est. Cost $111.79 Unrealized +97.2%
PFE PFIZER INC 3.9%
Value $5.622M Shares 157,488 Est. Cost $17.62 Unrealized +26.3%
TORCHMARK CORP 3.7%
Value $5.406M Shares 67,500 Est. Cost $69.56 Unrealized
PG PROCTER & GAMBLE CO 3.3%
Value $4.731M Shares 52,000 Est. Cost $58.01 Unrealized +25.9%
HD HOME DEPOT INC 3.1%
Value $4.498M Shares 27,500 Est. Cost $58.72 Unrealized +113.1%
BK BANK OF NEW YORK MELLON CORP 2.9%
Value $4.242M Shares 80,000 Est. Cost $24.30 Unrealized +72.2%
MRK MERCK AND CO INC 2.8%
Value $3.989M Shares 62,295 Est. Cost $31.29 Unrealized +49.2%
WMT WALMART STORES INC 2.6%
Value $3.751M Shares 48,000 Est. Cost $20.35 Unrealized +12.6%
XOM EXXON MOBIL CORP 2.5%
Value $3.689M Shares 45,000 Est. Cost $55.93 Unrealized -2.9%
INTC INTEL CORP 2.2%
Value $3.237M Shares 85,000 Est. Cost $17.92 Unrealized +65.1%
NSC NORFOLK SOUTHERN CORP 2.2%
Value $3.174M Shares 24,000 Est. Cost $65.71 Unrealized +56.3%
BMY BRISTOL-MYERS SQUIBB CO 1.8%
Value $2.677M Shares 42,000 Est. Cost $34.16 Unrealized +26.2%
EMR EMERSON ELECTRIC CO 1.8%
Value $2.671M Shares 42,500 Est. Cost $48.18 Unrealized +2.2%
LMT LOCKHEED MARTIN CORP 1.8%
Value $2.637M Shares 8,500 Est. Cost $97.17 Unrealized +145.5%
BAX BAXTER INTERNATIONAL INC 1.7%
Value $2.51M Shares 40,000 Est. Cost $29.22 Unrealized +83.2%
CSCO CISCO SYSTEMS INC 1.6%
Value $2.319M Shares 68,951 Est. Cost $15.20 Unrealized +62.6%
HON HONEYWELL INTERNATIONAL INC 1.6%
Value $2.268M Shares 16,000 Est. Cost $60.82 Unrealized +71.6%
ITW ILLINOIS TOOL WORKS INC 1.5%
Value $2.219M Shares 15,000 Est. Cost $59.45 Unrealized +95.2%
ABBV ABBVIE INC COM 1.2%
Value $1.777M Shares 20,000 Est. Cost $33.39 Unrealized +60.7%
UNH UNITEDHEALTH GROUP INC 1.2%
Value $1.762M Shares 9,000 Est. Cost $126.92 Unrealized +33.1%
MDT MEDTRONIC PLC 1.2%
Value $1.711M Shares 22,000 Est. Cost $58.10 Unrealized +15.2%
WFC WELLS FARGO & CO 1.1%
Value $1.655M Shares 30,000 Est. Cost $32.49 Unrealized +29.7%
CAT CATERPILLAR INC 1.1%
Value $1.559M Shares 12,500 Est. Cost $62.67 Unrealized +53.2%
TDG TRANSDIGM GROUP INC 1.1%
Value $1.534M Shares 6,000 Est. Cost $81.23 Unrealized +133.8%
MA MASTERCARD INC. 1.1%
Value $1.525M Shares 10,800 Est. Cost $71.82 Unrealized +75.9%
AVY AVERY DENNISON CORP 1.1%
Value $1.524M Shares 15,500 Est. Cost $37.09 Unrealized +118.5%
MSFT MICROSOFT CORP 1.0%
Value $1.49M Shares 20,000 Est. Cost $30.02 Unrealized +122.2%
CL COLGATE-PALMOLIVE CO 1.0%
Value $1.457M Shares 20,000 Est. Cost $48.40 Unrealized +22.3%
IEX IDEXX LABORATORIES INC 1.0%
Value $1.399M Shares 9,000 Est. Cost $63.38 Unrealized +66.5%
HARRIS CORP DEL 0.9%
Value $1.317M Shares 10,000 Est. Cost $69.80 Unrealized
RED HAT INC 0.8%
Value $1.219M Shares 11,000 Est. Cost $55.93 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.8%
Value $1.158M Shares 15,000 Est. Cost $84.67 Unrealized
GIS GENERAL MILLS INC 0.8%
Value $1.139M Shares 22,000 Est. Cost $32.89 Unrealized +23.8%
KO COCA-COLA CO 0.8%
Value $1.125M Shares 25,000 Est. Cost $26.95 Unrealized +29.7%
SLB SCHLUMBERGER LTD 0.8%
Value $1.116M Shares 16,000 Est. Cost $65.05 Unrealized -20.3%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value $1.114M Shares 22,500 Est. Cost $26.61 Unrealized +13.6%
JBHT HUNT JB TRANS SVCS INC 0.8%
Value $1.111M Shares 10,000 Est. Cost $66.44 Unrealized +34.9%
KELLOGG CO 0.8%
Value $1.091M Shares 17,500 Est. Cost $37.78 Unrealized +23.1%
BAC BANK OF AMERICA CORP 0.7%
Value $1.014M Shares 40,000 Est. Cost $11.68 Unrealized +70.9%
AMG AFFILIATED MANAGERS GROUP 0.7%
Value $1.006M Shares 5,300 Est. Cost $191.64 Unrealized -9.8%
BDX BECTON INTERNATIONAL INC 0.7%
Value $980K Shares 5,000 Est. Cost $160.56 Unrealized +6.5%
GENERAL ELECTRIC CO 0.7%
Value $967K Shares 40,000 Est. Cost $28.02 Unrealized
ZTS ZOETIS INC 0.7%
Value $956K Shares 15,000 Est. Cost $42.07 Unrealized +39.6%
CVX CHEVRON CORP 0.6%
Value $940K Shares 8,000 Est. Cost $72.49 Unrealized +5.1%
UNITED TECHNOLOGIES CORP 0.6%
Value $929K Shares 8,000 Est. Cost $113.50 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.6%
Value $923K Shares 15,000 Est. Cost $36.51 Unrealized +42.4%
EXPRESS SCRIPTS HOLDING CO 0.6%
Value $918K Shares 14,500 Est. Cost $70.24 Unrealized
SHIRE PLC 0.6%
Value $908K Shares 5,928 Est. Cost $184.04 Unrealized
ADBE ADOBE SYSTEMS INC 0.6%
Value $895K Shares 6,000 Est. Cost $86.68 Unrealized +72.2%
ORLY O'REILLY AUTOMOTIVE INC 0.6%
Value $861K Shares 4,000 Est. Cost $8.43 Unrealized +56.6%
CSGP COSTAR GROUP INC 0.6%
Value $858K Shares 3,200 Est. Cost $17.09 Unrealized +62.4%
AMT AMERICAN TOWER CORP 0.6%
Value $820K Shares 6,000 Est. Cost $74.92 Unrealized +49.9%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value $818K Shares 10,500 Est. Cost $51.79 Unrealized +41.4%
TREEHOUSE FOODS INC 0.6%
Value $813K Shares 12,000 Est. Cost $68.92 Unrealized
SBUX STARBUCKS CORP 0.6%
Value $806K Shares 15,000 Est. Cost $45.70 Unrealized +1.1%
WSO WATSCO INC 0.6%
Value $805K Shares 5,000 Est. Cost $98.91 Unrealized +52.8%
ABT ABBOTT LABORATORIES 0.6%
Value $800K Shares 15,000 Est. Cost $30.51 Unrealized +42.1%
DIS DISNEY WALT CO 0.5%
Value $789K Shares 8,000 Est. Cost $89.78 Unrealized +8.0%
FAST FASTENAL CO 0.5%
Value $775K Shares 17,000 Est. Cost $8.75 Unrealized -0.9%
CONTINENTAL RESOURCES INC 0.5%
Value $772K Shares 20,000 Est. Cost $89.50 Unrealized
LNC LINCOLN NATIONAL CORP 0.5%
Value $735K Shares 10,000 Est. Cost $31.80 Unrealized +57.1%
ADI ANALOG DEVICES INC 0.5%
Value $732K Shares 8,500 Est. Cost $66.51 Unrealized +3.6%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.5%
Value $725K Shares 5,000 Est. Cost $106.40 Unrealized -9.0%
WAB WABTEC CORP 0.4%
Value $651K Shares 8,600 Est. Cost $73.22 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.4%
Value $648K Shares 8,000 Est. Cost $58.22 Unrealized -3.9%
VRSK VERISK ANALYTICS INC - CLASS A 0.4%
Value $624K Shares 7,500 Est. Cost $63.30 Unrealized +25.1%
APD AIR PRODS & CHEMS INC 0.4%
Value $605K Shares 4,000 Est. Cost $104.91 Unrealized +13.6%
RHI ROBERT HALF INTL INC 0.4%
Value $604K Shares 12,000 Est. Cost $41.19 Unrealized +12.2%
T AT&T INC 0.4%
Value $588K Shares 15,000 Est. Cost $15.50 Unrealized +0.7%
ULTIMATE SOFTWARE GROUP INC 0.4%
Value $569K Shares 3,000 Est. Cost $193.22 Unrealized
ULTA ULTA SALON COSMETICS & FRAGR 0.4%
Value $565K Shares 2,500 Est. Cost $117.26 Unrealized +105.3%
VEEV VEEVA SYSTEMS INC - CLASS A 0.4%
Value $564K Shares 10,000 Est. Cost $44.91 Unrealized +35.0%
PGR PROGRESSIVE CORP 0.4%
Value $562K Shares 11,600 Est. Cost $36.13 Unrealized 0.0%
SBNY SIGNATURE BANK 0.4%
Value $551K Shares 4,300 Est. Cost $132.17 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value $547K Shares 5,000 Est. Cost $71.77 Unrealized +24.8%
COOPER COS INC/THE 0.4%
Value $522K Shares 2,200 Est. Cost $237.27 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value $515K Shares 7,500 Est. Cost $52.22 Unrealized +13.3%
SU SUNCOR ENERGY INC 0.3%
Value $490K Shares 14,000 Est. Cost $23.19 Unrealized +0.7%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value $466K Shares 2,500 Est. Cost $101.02 Unrealized +69.5%
ALDER BIOPHARMACEUTICALS INC 0.3%
Value $411K Shares 33,575 Est. Cost $32.73 Unrealized
WDAY WORKDAY INC - CLASS A 0.3%
Value $369K Shares 3,500 Est. Cost $83.02 Unrealized +24.3%
LIGAND PHARMACEUTICALS 0.2%
Value $340K Shares 2,500 Est. Cost $101.60 Unrealized
ACCELERATE DIAGNOSTICS INC 0.1%
Value $202K Shares 9,000 Est. Cost $24.22 Unrealized