Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 9, 2018

Total Value ($000): $156,752 (100.0% shares, 0.0% debt)

Holdings (86)

JNJ JOHNSON & JOHNSON 9.1%
Value ($000) $14,251 Shares 102,000 Est. Cost $65.75 Unrealized +68.8%
JPM JP MORGAN CHASE & CO 4.6%
Value ($000) $7,165 Shares 67,000 Est. Cost $39.63 Unrealized +105.2%
BA BOEING CO 4.2%
Value ($000) $6,635 Shares 22,500 Est. Cost $111.79 Unrealized +130.3%
TORCHMARK CORP 3.9%
Value ($000) $6,123 Shares 67,500 Est. Cost $69.56 Unrealized
PFE PFIZER INC 3.6%
Value ($000) $5,704 Shares 157,488 Est. Cost $17.62 Unrealized +35.1%
HD HOME DEPOT INC 3.3%
Value ($000) $5,212 Shares 27,500 Est. Cost $58.72 Unrealized +141.3%
PG PROCTER & GAMBLE CO 3.0%
Value ($000) $4,778 Shares 52,000 Est. Cost $58.01 Unrealized +25.2%
WMT WALMART STORES INC 3.0%
Value ($000) $4,740 Shares 48,000 Est. Cost $20.35 Unrealized +31.8%
BK BANK OF NEW YORK MELLON CORP 2.7%
Value ($000) $4,309 Shares 80,000 Est. Cost $24.30 Unrealized +75.5%
INTC INTEL CORP 2.5%
Value ($000) $3,924 Shares 85,000 Est. Cost $17.92 Unrealized +103.9%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $3,764 Shares 45,000 Est. Cost $55.93 Unrealized +2.1%
MRK MERCK AND CO INC 2.2%
Value ($000) $3,505 Shares 62,295 Est. Cost $31.29 Unrealized +37.4%
NSC NORFOLK SOUTHERN CORP 2.2%
Value ($000) $3,478 Shares 24,000 Est. Cost $65.71 Unrealized +73.5%
EMR EMERSON ELECTRIC CO 1.9%
Value ($000) $2,962 Shares 42,500 Est. Cost $48.18 Unrealized +10.6%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $2,729 Shares 8,500 Est. Cost $97.17 Unrealized +161.0%
CSCO CISCO SYSTEMS INC 1.7%
Value ($000) $2,641 Shares 68,951 Est. Cost $15.20 Unrealized +84.0%
BAX BAXTER INTERNATIONAL INC 1.6%
Value ($000) $2,586 Shares 40,000 Est. Cost $29.22 Unrealized +90.9%
BMY BRISTOL-MYERS SQUIBB CO 1.6%
Value ($000) $2,574 Shares 42,000 Est. Cost $34.16 Unrealized +36.0%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $2,535 Shares 11,500 Est. Cost $139.78 Unrealized +33.1%
ITW ILLINOIS TOOL WORKS INC 1.6%
Value ($000) $2,503 Shares 15,000 Est. Cost $59.45 Unrealized +120.1%
HON HONEYWELL INTERNATIONAL INC 1.6%
Value ($000) $2,454 Shares 16,000 Est. Cost $60.82 Unrealized +86.4%
CAT CATERPILLAR INC 1.3%
Value ($000) $1,970 Shares 12,500 Est. Cost $62.67 Unrealized +85.6%
ABBV ABBVIE INC COM 1.2%
Value ($000) $1,934 Shares 20,000 Est. Cost $33.39 Unrealized +100.3%
WFC WELLS FARGO & CO 1.2%
Value ($000) $1,820 Shares 30,000 Est. Cost $32.49 Unrealized +38.8%
AVY AVERY DENNISON CORP 1.1%
Value ($000) $1,780 Shares 15,500 Est. Cost $37.09 Unrealized +152.2%
MDT MEDTRONIC PLC 1.1%
Value ($000) $1,777 Shares 22,000 Est. Cost $58.10 Unrealized +11.8%
MSFT MICROSOFT CORP 1.1%
Value ($000) $1,711 Shares 20,000 Est. Cost $30.02 Unrealized +150.7%
TDG TRANSDIGM GROUP INC 1.1%
Value ($000) $1,648 Shares 6,000 Est. Cost $81.23 Unrealized +148.2%
MA MASTERCARD INC. 1.0%
Value ($000) $1,635 Shares 10,800 Est. Cost $71.82 Unrealized +98.0%
CL COLGATE-PALMOLIVE CO 1.0%
Value ($000) $1,509 Shares 20,000 Est. Cost $48.40 Unrealized +24.6%
HARRIS CORP DEL 0.9%
Value ($000) $1,417 Shares 10,000 Est. Cost $69.80 Unrealized
IEX IDEXX LABORATORIES INC 0.9%
Value ($000) $1,407 Shares 9,000 Est. Cost $63.38 Unrealized +84.0%
RED HAT INC 0.8%
Value ($000) $1,321 Shares 11,000 Est. Cost $55.93 Unrealized
GIS GENERAL MILLS INC 0.8%
Value ($000) $1,304 Shares 22,000 Est. Cost $32.89 Unrealized +23.3%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,191 Shares 22,500 Est. Cost $26.61 Unrealized +20.1%
KELLOGG CO 0.8%
Value ($000) $1,190 Shares 17,500 Est. Cost $37.78 Unrealized +18.3%
BAC BANK OF AMERICA CORP 0.8%
Value ($000) $1,181 Shares 40,000 Est. Cost $11.68 Unrealized +95.0%
JBHT HUNT JB TRANS SVCS INC 0.7%
Value ($000) $1,150 Shares 10,000 Est. Cost $66.44 Unrealized +50.5%
KO COCA-COLA CO 0.7%
Value ($000) $1,147 Shares 25,000 Est. Cost $26.95 Unrealized +32.2%
WALGREENS BOOTS ALLIANCE INC 0.7%
Value ($000) $1,089 Shares 15,000 Est. Cost $84.67 Unrealized
AMG AFFILIATED MANAGERS GROUP 0.7%
Value ($000) $1,088 Shares 5,300 Est. Cost $191.64 Unrealized -1.7%
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $1,082 Shares 14,500 Est. Cost $70.24 Unrealized
ZTS ZOETIS INC 0.7%
Value ($000) $1,081 Shares 15,000 Est. Cost $42.07 Unrealized +53.2%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $1,078 Shares 16,000 Est. Cost $65.05 Unrealized -21.3%
BDX BECTON INTERNATIONAL INC 0.7%
Value ($000) $1,070 Shares 5,000 Est. Cost $160.56 Unrealized +15.5%
CONTINENTAL RESOURCES INC 0.7%
Value ($000) $1,059 Shares 20,000 Est. Cost $89.50 Unrealized
ADBE ADOBE SYSTEMS INC 0.7%
Value ($000) $1,051 Shares 6,000 Est. Cost $86.68 Unrealized +98.5%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $1,044 Shares 10,000 Est. Cost $77.65 Unrealized 0.0%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,021 Shares 8,000 Est. Cost $113.50 Unrealized
CVX CHEVRON CORP 0.6%
Value ($000) $1,002 Shares 8,000 Est. Cost $72.49 Unrealized +15.3%
ORLY O'REILLY AUTOMOTIVE INC 0.6%
Value ($000) $962 Shares 4,000 Est. Cost $8.43 Unrealized +76.6%
CSGP COSTAR GROUP INC 0.6%
Value ($000) $950 Shares 3,200 Est. Cost $17.09 Unrealized +71.4%
AJG ARTHUR J GALLAGHER & CO 0.6%
Value ($000) $949 Shares 15,000 Est. Cost $36.51 Unrealized +55.6%
FAST FASTENAL CO 0.6%
Value ($000) $930 Shares 17,000 Est. Cost $8.75 Unrealized +14.7%
SBUX STARBUCKS CORP 0.5%
Value ($000) $861 Shares 15,000 Est. Cost $45.70 Unrealized +3.7%
DIS DISNEY WALT CO 0.5%
Value ($000) $860 Shares 8,000 Est. Cost $89.78 Unrealized +8.4%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $856 Shares 15,000 Est. Cost $30.51 Unrealized +57.7%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $856 Shares 6,000 Est. Cost $74.92 Unrealized +54.5%
WSO WATSCO INC 0.5%
Value ($000) $850 Shares 5,000 Est. Cost $98.91 Unrealized +67.0%
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value ($000) $780 Shares 10,500 Est. Cost $51.79 Unrealized +49.1%
LNC LINCOLN NATIONAL CORP 0.5%
Value ($000) $769 Shares 10,000 Est. Cost $31.80 Unrealized +69.1%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.5%
Value ($000) $767 Shares 5,000 Est. Cost $106.40 Unrealized -4.0%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $757 Shares 8,500 Est. Cost $66.51 Unrealized +14.4%
VRSK VERISK ANALYTICS INC 0.5%
Value ($000) $720 Shares 7,500 Est. Cost $63.30 Unrealized +36.7%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $716 Shares 10,000 Est. Cost $57.76 Unrealized -3.2%
WAB WABTEC CORP 0.4%
Value ($000) $700 Shares 8,600 Est. Cost $73.22 Unrealized -0.5%
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $666 Shares 12,000 Est. Cost $41.19 Unrealized +29.2%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $656 Shares 4,000 Est. Cost $104.91 Unrealized +24.2%
ULTIMATE SOFTWARE GROUP INC 0.4%
Value ($000) $655 Shares 3,000 Est. Cost $193.22 Unrealized
PGR PROGRESSIVE CORP 0.4%
Value ($000) $653 Shares 11,600 Est. Cost $36.13 Unrealized +10.6%
TREEHOUSE FOODS INC 0.4%
Value ($000) $594 Shares 12,000 Est. Cost $68.92 Unrealized
SBNY SIGNATURE BANK 0.4%
Value ($000) $590 Shares 4,300 Est. Cost $132.17 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $586 Shares 5,000 Est. Cost $71.77 Unrealized +34.0%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $559 Shares 2,500 Est. Cost $117.26 Unrealized +80.4%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $555 Shares 2,500 Est. Cost $101.02 Unrealized +124.9%
VEEV VEEVA SYSTEMS INC - CLASS A 0.4%
Value ($000) $553 Shares 10,000 Est. Cost $44.91 Unrealized +31.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $529 Shares 7,500 Est. Cost $52.22 Unrealized +18.4%
SU SUNCOR ENERGY INC 0.3%
Value ($000) $514 Shares 14,000 Est. Cost $23.19 Unrealized +10.5%
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $511 Shares 10,000 Est. Cost $49.42 Unrealized 0.0%
COOPER COS INC/THE 0.3%
Value ($000) $479 Shares 2,200 Est. Cost $237.27 Unrealized
ALDER BIOPHARMACEUTICALS INC 0.2%
Value ($000) $384 Shares 33,575 Est. Cost $32.73 Unrealized
WST WEST PHARMACEUTICAL SERVICES 0.2%
Value ($000) $365 Shares 3,700 Est. Cost $95.48 Unrealized 0.0%
RAYTHEON COMPANY 0.2%
Value ($000) $357 Shares 1,900 Est. Cost $187.89 Unrealized
WDAY WORKDAY INC - CLASS A 0.2%
Value ($000) $356 Shares 3,500 Est. Cost $83.02 Unrealized +28.6%
LIGAND PHARMACEUTICALS 0.2%
Value ($000) $342 Shares 2,500 Est. Cost $101.60 Unrealized
ACCELERATE DIAGNOSTICS INC 0.2%
Value ($000) $236 Shares 9,000 Est. Cost $24.22 Unrealized