Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 9, 2018

Total Value ($000): $155,565 (100.0% shares, 0.0% debt)

Holdings (85)

JNJ JOHNSON & JOHNSON 8.0%
Value ($000) $12,377 Shares 102,000 Est. Cost $65.75 Unrealized +53.2%
BA BOEING CO 4.9%
Value ($000) $7,549 Shares 22,500 Est. Cost $111.79 Unrealized +195.5%
JPM JP MORGAN CHASE & CO 4.5%
Value ($000) $6,981 Shares 67,000 Est. Cost $39.63 Unrealized +124.6%
PFE PFIZER INC 3.7%
Value ($000) $5,714 Shares 157,488 Est. Cost $17.62 Unrealized +37.9%
TORCHMARK CORP 3.5%
Value ($000) $5,495 Shares 67,500 Est. Cost $69.56 Unrealized
HD HOME DEPOT INC 3.4%
Value ($000) $5,365 Shares 27,500 Est. Cost $58.72 Unrealized +164.0%
BK BANK OF NEW YORK MELLON CORP 2.8%
Value ($000) $4,314 Shares 80,000 Est. Cost $24.30 Unrealized +83.4%
INTC INTEL CORP 2.7%
Value ($000) $4,225 Shares 85,000 Est. Cost $17.92 Unrealized +151.3%
WMT WALMART STORES INC 2.6%
Value ($000) $4,111 Shares 48,000 Est. Cost $20.35 Unrealized +24.1%
PG PROCTER & GAMBLE CO 2.6%
Value ($000) $4,059 Shares 52,000 Est. Cost $58.01 Unrealized +6.5%
MRK MERCK AND CO INC 2.4%
Value ($000) $3,781 Shares 62,295 Est. Cost $31.29 Unrealized +42.3%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $3,723 Shares 45,000 Est. Cost $55.93 Unrealized +0.4%
NSC NORFOLK SOUTHERN CORP 2.3%
Value ($000) $3,621 Shares 24,000 Est. Cost $65.71 Unrealized +90.7%
CSCO CISCO SYSTEMS INC 1.9%
Value ($000) $2,967 Shares 68,951 Est. Cost $15.20 Unrealized +128.5%
BAX BAXTER INTERNATIONAL INC 1.9%
Value ($000) $2,954 Shares 40,000 Est. Cost $29.22 Unrealized +110.6%
EMR EMERSON ELECTRIC CO 1.9%
Value ($000) $2,938 Shares 42,500 Est. Cost $48.18 Unrealized +21.7%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $2,821 Shares 11,500 Est. Cost $139.78 Unrealized +51.7%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $2,511 Shares 8,500 Est. Cost $97.17 Unrealized +170.2%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $2,324 Shares 42,000 Est. Cost $34.16 Unrealized +18.9%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $2,305 Shares 16,000 Est. Cost $60.82 Unrealized +86.7%
MA MASTERCARD INC. 1.4%
Value ($000) $2,122 Shares 10,800 Est. Cost $71.82 Unrealized +151.1%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $2,078 Shares 15,000 Est. Cost $59.45 Unrealized +106.3%
TDG TRANSDIGM GROUP INC 1.3%
Value ($000) $2,071 Shares 6,000 Est. Cost $81.23 Unrealized +200.2%
MSFT MICROSOFT CORP 1.3%
Value ($000) $1,972 Shares 20,000 Est. Cost $30.02 Unrealized +199.0%
IEX IDEXX LABORATORIES INC 1.3%
Value ($000) $1,961 Shares 9,000 Est. Cost $63.38 Unrealized +100.7%
ABBV ABBVIE INC COM 1.2%
Value ($000) $1,853 Shares 20,000 Est. Cost $33.39 Unrealized +111.1%
CAT CATERPILLAR INC 1.1%
Value ($000) $1,696 Shares 12,500 Est. Cost $62.67 Unrealized +101.9%
WFC WELLS FARGO & CO 1.1%
Value ($000) $1,663 Shares 30,000 Est. Cost $32.49 Unrealized +33.4%
AVY AVERY DENNISON CORP 1.0%
Value ($000) $1,583 Shares 15,500 Est. Cost $37.09 Unrealized +148.8%
RED HAT INC 1.0%
Value ($000) $1,478 Shares 11,000 Est. Cost $55.93 Unrealized
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $1,463 Shares 6,000 Est. Cost $86.68 Unrealized +172.9%
HARRIS CORP DEL 0.9%
Value ($000) $1,445 Shares 10,000 Est. Cost $69.80 Unrealized
CSGP COSTAR GROUP INC 0.8%
Value ($000) $1,320 Shares 3,200 Est. Cost $17.09 Unrealized +125.1%
CL COLGATE-PALMOLIVE CO 0.8%
Value ($000) $1,296 Shares 20,000 Est. Cost $48.40 Unrealized +12.8%
CONTINENTAL RESOURCES INC 0.8%
Value ($000) $1,295 Shares 20,000 Est. Cost $89.50 Unrealized
ZTS ZOETIS INC 0.8%
Value ($000) $1,278 Shares 15,000 Est. Cost $42.07 Unrealized +89.0%
KELLOGG CO 0.8%
Value ($000) $1,223 Shares 17,500 Est. Cost $37.78 Unrealized +19.0%
JBHT HUNT JB TRANS SVCS INC 0.8%
Value ($000) $1,216 Shares 10,000 Est. Cost $66.44 Unrealized +71.6%
BDX BECTON DICKINSON AND CO 0.8%
Value ($000) $1,198 Shares 5,000 Est. Cost $160.56 Unrealized +23.6%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,132 Shares 22,500 Est. Cost $26.61 Unrealized +21.0%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $1,128 Shares 40,000 Est. Cost $11.68 Unrealized +112.7%
EXPRESS SCRIPTS HOLDING CO 0.7%
Value ($000) $1,120 Shares 14,500 Est. Cost $70.24 Unrealized
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $1,103 Shares 10,000 Est. Cost $77.65 Unrealized +12.4%
KO COCA-COLA CO 0.7%
Value ($000) $1,097 Shares 25,000 Est. Cost $26.95 Unrealized +26.2%
ORLY O'REILLY AUTOMOTIVE INC 0.7%
Value ($000) $1,094 Shares 4,000 Est. Cost $8.43 Unrealized +106.5%
SLB SCHLUMBERGER LTD 0.7%
Value ($000) $1,072 Shares 16,000 Est. Cost $65.05 Unrealized -15.3%
CVX CHEVRON CORP 0.6%
Value ($000) $1,011 Shares 8,000 Est. Cost $72.49 Unrealized +23.0%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $1,000 Shares 8,000 Est. Cost $113.50 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.6%
Value ($000) $979 Shares 15,000 Est. Cost $36.51 Unrealized +67.0%
GIS GENERAL MILLS INC 0.6%
Value ($000) $974 Shares 22,000 Est. Cost $32.89 Unrealized +1.6%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $932 Shares 10,500 Est. Cost $51.79 Unrealized +70.9%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $915 Shares 15,000 Est. Cost $30.51 Unrealized +74.2%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $900 Shares 15,000 Est. Cost $84.67 Unrealized
WSO WATSCO INC 0.6%
Value ($000) $891 Shares 5,000 Est. Cost $98.91 Unrealized +83.9%
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $865 Shares 6,000 Est. Cost $74.92 Unrealized +51.9%
ALGN ALIGN TECHNOLOGY INC 0.5%
Value ($000) $855 Shares 2,500 Est. Cost $101.02 Unrealized +195.3%
WAB WABTEC CORP 0.5%
Value ($000) $848 Shares 8,600 Est. Cost $73.22 Unrealized +21.4%
DIS DISNEY WALT CO 0.5%
Value ($000) $838 Shares 8,000 Est. Cost $89.78 Unrealized +8.2%
FAST FASTENAL CO 0.5%
Value ($000) $818 Shares 17,000 Est. Cost $8.75 Unrealized +21.5%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $815 Shares 8,500 Est. Cost $66.51 Unrealized +23.2%
VRSK VERISK ANALYTICS INC 0.5%
Value ($000) $807 Shares 7,500 Est. Cost $63.30 Unrealized +60.7%
AMG AFFILIATED MANAGERS GROUP 0.5%
Value ($000) $788 Shares 5,300 Est. Cost $191.64 Unrealized -16.1%
RHI ROBERT HALF INTL INC 0.5%
Value ($000) $781 Shares 12,000 Est. Cost $41.19 Unrealized +54.0%
ULTIMATE SOFTWARE GROUP INC 0.5%
Value ($000) $772 Shares 3,000 Est. Cost $193.22 Unrealized
VEEV VEEVA SYSTEMS INC - CLASS A 0.5%
Value ($000) $769 Shares 10,000 Est. Cost $44.91 Unrealized +69.3%
SBUX STARBUCKS CORP 0.5%
Value ($000) $733 Shares 15,000 Est. Cost $45.70 Unrealized +5.2%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $708 Shares 10,000 Est. Cost $57.76 Unrealized -8.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.4%
Value ($000) $699 Shares 5,000 Est. Cost $106.40 Unrealized -6.1%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $686 Shares 11,600 Est. Cost $36.13 Unrealized +33.7%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $671 Shares 5,000 Est. Cost $71.77 Unrealized +50.2%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $623 Shares 4,000 Est. Cost $104.91 Unrealized +29.2%
LNC LINCOLN NATIONAL CORP 0.4%
Value ($000) $623 Shares 10,000 Est. Cost $31.80 Unrealized +54.3%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $584 Shares 2,500 Est. Cost $117.26 Unrealized +106.0%
SU SUNCOR ENERGY INC 0.4%
Value ($000) $570 Shares 14,000 Est. Cost $23.19 Unrealized +25.9%
TYL TYLER TECHNOLOGIES INC 0.4%
Value ($000) $555 Shares 2,500 Est. Cost $200.06 Unrealized +12.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $552 Shares 7,500 Est. Cost $52.22 Unrealized +26.4%
SBNY SIGNATURE BANK 0.4%
Value ($000) $550 Shares 4,300 Est. Cost $132.17 Unrealized
ALDER BIOPHARMACEUTICALS INC 0.3%
Value ($000) $530 Shares 33,575 Est. Cost $32.73 Unrealized
LIGAND PHARMACEUTICALS 0.3%
Value ($000) $518 Shares 2,500 Est. Cost $101.60 Unrealized
USFD US FOODS HOLDING CORP 0.3%
Value ($000) $492 Shares 13,000 Est. Cost $35.39 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $462 Shares 10,000 Est. Cost $49.42 Unrealized -4.4%
WDAY WORKDAY INC - CLASS A 0.3%
Value ($000) $424 Shares 3,500 Est. Cost $83.02 Unrealized +54.3%
WST WEST PHARMACEUTICAL SERVICES 0.2%
Value ($000) $367 Shares 3,700 Est. Cost $95.48 Unrealized -5.8%
RAYTHEON COMPANY 0.2%
Value ($000) $367 Shares 1,900 Est. Cost $187.89 Unrealized
ACCELERATE DIAGNOSTICS INC 0.1%
Value ($000) $201 Shares 9,000 Est. Cost $24.22 Unrealized