Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $169,897 (100.0% shares, 0.0% debt)

Holdings (85)

JNJ JOHNSON & JOHNSON 8.3%
Value ($000) $14,093 Shares 102,000 Est. Cost $65.75 Unrealized +64.3%
BA BOEING CO 4.9%
Value ($000) $8,368 Shares 22,500 Est. Cost $111.79 Unrealized +203.3%
JPM JP MORGAN CHASE & CO 4.4%
Value ($000) $7,560 Shares 67,000 Est. Cost $39.63 Unrealized +133.7%
PFE PFIZER INC 4.1%
Value ($000) $6,940 Shares 157,488 Est. Cost $17.62 Unrealized +56.9%
TORCHMARK CORP 3.4%
Value ($000) $5,852 Shares 67,500 Est. Cost $69.56 Unrealized
HD HOME DEPOT INC 3.4%
Value ($000) $5,697 Shares 27,500 Est. Cost $58.72 Unrealized +186.0%
WMT WALMART STORES INC 2.7%
Value ($000) $4,508 Shares 48,000 Est. Cost $20.35 Unrealized +34.3%
MRK MERCK AND CO INC 2.6%
Value ($000) $4,419 Shares 62,295 Est. Cost $31.29 Unrealized +61.9%
NSC NORFOLK SOUTHERN CORP 2.5%
Value ($000) $4,332 Shares 24,000 Est. Cost $65.71 Unrealized +124.0%
PG PROCTER & GAMBLE CO 2.5%
Value ($000) $4,328 Shares 52,000 Est. Cost $58.01 Unrealized +16.9%
BK BANK OF NEW YORK MELLON CORP 2.4%
Value ($000) $4,079 Shares 80,000 Est. Cost $24.30 Unrealized +75.8%
INTC INTEL CORP 2.4%
Value ($000) $4,020 Shares 85,000 Est. Cost $17.92 Unrealized +131.6%
XOM EXXON MOBIL CORP 2.3%
Value ($000) $3,826 Shares 45,000 Est. Cost $55.93 Unrealized +4.0%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $3,354 Shares 68,951 Est. Cost $15.20 Unrealized +137.1%
EMR EMERSON ELECTRIC CO 1.9%
Value ($000) $3,255 Shares 42,500 Est. Cost $48.18 Unrealized +28.6%
BAX BAXTER INTERNATIONAL INC 1.8%
Value ($000) $3,084 Shares 40,000 Est. Cost $29.22 Unrealized +122.2%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $3,059 Shares 11,500 Est. Cost $139.78 Unrealized +65.0%
LMT LOCKHEED MARTIN CORP 1.7%
Value ($000) $2,941 Shares 8,500 Est. Cost $97.17 Unrealized +172.0%
HON HONEYWELL INTERNATIONAL INC 1.6%
Value ($000) $2,662 Shares 16,000 Est. Cost $60.82 Unrealized +99.9%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $2,607 Shares 42,000 Est. Cost $34.16 Unrealized +31.7%
MA MASTERCARD INC. 1.4%
Value ($000) $2,404 Shares 10,800 Est. Cost $71.82 Unrealized +179.0%
MSFT MICROSOFT CORP 1.3%
Value ($000) $2,287 Shares 20,000 Est. Cost $30.02 Unrealized +235.9%
IEX IDEXX LABORATORIES INC 1.3%
Value ($000) $2,247 Shares 9,000 Est. Cost $63.38 Unrealized +115.0%
TDG TRANSDIGM GROUP INC 1.3%
Value ($000) $2,234 Shares 6,000 Est. Cost $81.23 Unrealized +229.0%
ITW ILLINOIS TOOL WORKS INC 1.2%
Value ($000) $2,117 Shares 15,000 Est. Cost $59.45 Unrealized +97.5%
CAT CATERPILLAR INC 1.1%
Value ($000) $1,906 Shares 12,500 Est. Cost $62.67 Unrealized +92.3%
ABBV ABBVIE INC COM 1.1%
Value ($000) $1,892 Shares 20,000 Est. Cost $33.39 Unrealized +107.1%
HARRIS CORP DEL 1.0%
Value ($000) $1,692 Shares 10,000 Est. Cost $69.80 Unrealized
AVY AVERY DENNISON CORP 1.0%
Value ($000) $1,679 Shares 15,500 Est. Cost $37.09 Unrealized +154.2%
ADBE ADOBE SYSTEMS INC 1.0%
Value ($000) $1,620 Shares 6,000 Est. Cost $86.68 Unrealized +197.5%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,577 Shares 30,000 Est. Cost $32.49 Unrealized +43.2%
RED HAT INC 0.9%
Value ($000) $1,499 Shares 11,000 Est. Cost $55.93 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $1,389 Shares 4,000 Est. Cost $8.43 Unrealized +152.1%
EXPRESS SCRIPTS HOLDING CO 0.8%
Value ($000) $1,378 Shares 14,500 Est. Cost $70.24 Unrealized
ZTS ZOETIS INC 0.8%
Value ($000) $1,373 Shares 15,000 Est. Cost $42.07 Unrealized +98.9%
CONTINENTAL RESOURCES INC 0.8%
Value ($000) $1,366 Shares 20,000 Est. Cost $89.50 Unrealized
CSGP COSTAR GROUP INC 0.8%
Value ($000) $1,347 Shares 3,200 Est. Cost $17.09 Unrealized +150.0%
CL COLGATE-PALMOLIVE CO 0.8%
Value ($000) $1,339 Shares 20,000 Est. Cost $48.40 Unrealized +15.6%
BDX BECTON DICKINSON AND CO 0.8%
Value ($000) $1,305 Shares 5,000 Est. Cost $160.56 Unrealized +37.2%
KELLOGG CO 0.7%
Value ($000) $1,225 Shares 17,500 Est. Cost $37.78 Unrealized +35.9%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,201 Shares 22,500 Est. Cost $26.61 Unrealized +33.9%
JBHT HUNT JB TRANS SVCS INC 0.7%
Value ($000) $1,189 Shares 10,000 Est. Cost $66.44 Unrealized +71.1%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $1,178 Shares 40,000 Est. Cost $11.68 Unrealized +118.0%
KO COCA-COLA CO 0.7%
Value ($000) $1,155 Shares 25,000 Est. Cost $26.95 Unrealized +34.7%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $1,118 Shares 8,000 Est. Cost $113.50 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.7%
Value ($000) $1,117 Shares 15,000 Est. Cost $36.51 Unrealized +77.8%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $1,100 Shares 15,000 Est. Cost $30.51 Unrealized +89.5%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $1,094 Shares 15,000 Est. Cost $84.67 Unrealized
VEEV VEEVA SYSTEMS INC - CLASS A 0.6%
Value ($000) $1,089 Shares 10,000 Est. Cost $44.91 Unrealized +101.9%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $1,073 Shares 10,000 Est. Cost $77.65 Unrealized +16.2%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $1,061 Shares 10,500 Est. Cost $51.79 Unrealized +85.5%
FAST FASTENAL CO 0.6%
Value ($000) $986 Shares 17,000 Est. Cost $8.75 Unrealized +34.6%
ALGN ALIGN TECHNOLOGY INC 0.6%
Value ($000) $978 Shares 2,500 Est. Cost $101.02 Unrealized +265.2%
CVX CHEVRON CORP 0.6%
Value ($000) $978 Shares 8,000 Est. Cost $72.49 Unrealized +21.3%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $975 Shares 16,000 Est. Cost $65.05 Unrealized -20.0%
ULTIMATE SOFTWARE GROUP INC 0.6%
Value ($000) $967 Shares 3,000 Est. Cost $193.22 Unrealized
GIS GENERAL MILLS INC 0.6%
Value ($000) $944 Shares 22,000 Est. Cost $32.89 Unrealized +6.3%
DIS DISNEY WALT CO 0.6%
Value ($000) $936 Shares 8,000 Est. Cost $89.78 Unrealized +18.7%
VRSK VERISK ANALYTICS INC 0.5%
Value ($000) $904 Shares 7,500 Est. Cost $63.30 Unrealized +75.7%
WAB WABTEC CORP 0.5%
Value ($000) $902 Shares 8,600 Est. Cost $73.22 Unrealized +40.9%
WSO WATSCO INC 0.5%
Value ($000) $891 Shares 5,000 Est. Cost $98.91 Unrealized +78.6%
AMT AMERICAN TOWER CORP 0.5%
Value ($000) $872 Shares 6,000 Est. Cost $74.92 Unrealized +61.2%
SBUX STARBUCKS CORP 0.5%
Value ($000) $853 Shares 15,000 Est. Cost $45.70 Unrealized -1.4%
RHI ROBERT HALF INTL INC 0.5%
Value ($000) $845 Shares 12,000 Est. Cost $41.19 Unrealized +77.9%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $824 Shares 11,600 Est. Cost $36.13 Unrealized +40.5%
USFD US FOODS HOLDING CORP 0.5%
Value ($000) $801 Shares 26,000 Est. Cost $34.98 Unrealized -1.2%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $786 Shares 8,500 Est. Cost $66.51 Unrealized +26.0%
GILD GILEAD SCIENCES INC 0.5%
Value ($000) $772 Shares 10,000 Est. Cost $57.76 Unrealized -1.6%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.4%
Value ($000) $756 Shares 5,000 Est. Cost $106.40 Unrealized -4.8%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $753 Shares 5,000 Est. Cost $71.77 Unrealized +68.3%
AMG AFFILIATED MANAGERS GROUP 0.4%
Value ($000) $725 Shares 5,300 Est. Cost $191.64 Unrealized -24.7%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $705 Shares 2,500 Est. Cost $117.26 Unrealized +117.5%
LIGAND PHARMACEUTICALS 0.4%
Value ($000) $686 Shares 2,500 Est. Cost $101.60 Unrealized
LNC LINCOLN NATIONAL CORP 0.4%
Value ($000) $677 Shares 10,000 Est. Cost $31.80 Unrealized +49.6%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $668 Shares 4,000 Est. Cost $104.91 Unrealized +29.6%
TYL TYLER TECHNOLOGIES INC 0.4%
Value ($000) $613 Shares 2,500 Est. Cost $200.06 Unrealized +18.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $562 Shares 7,500 Est. Cost $52.22 Unrealized +30.9%
ALDER BIOPHARMACEUTICALS INC 0.3%
Value ($000) $559 Shares 33,575 Est. Cost $32.73 Unrealized
SU SUNCOR ENERGY INC 0.3%
Value ($000) $542 Shares 14,000 Est. Cost $23.19 Unrealized +31.4%
WDAY WORKDAY INC - CLASS A 0.3%
Value ($000) $511 Shares 3,500 Est. Cost $83.02 Unrealized +67.4%
WST WEST PHARMACEUTICAL SERVICES 0.3%
Value ($000) $457 Shares 3,700 Est. Cost $95.48 Unrealized +14.9%
RAYTHEON COMPANY 0.2%
Value ($000) $393 Shares 1,900 Est. Cost $187.89 Unrealized
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $387 Shares 10,000 Est. Cost $49.42 Unrealized -17.7%
DOCU DOCUSIGN INC 0.1%
Value ($000) $247 Shares 4,700 Est. Cost $56.71 Unrealized 0.0%
ACCELERATE DIAGNOSTICS INC 0.1%
Value ($000) $207 Shares 9,000 Est. Cost $24.22 Unrealized