Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 7, 2019

Total Value ($000): $147,968 (100.0% shares, 0.0% debt)

Holdings (83)

JNJ JOHNSON & JOHNSON 8.9%
Value ($000) $13,163 Shares 102,000 Est. Cost $65.75 Unrealized +73.6%
BA BOEING CO 4.9%
Value ($000) $7,256 Shares 22,500 Est. Cost $111.79 Unrealized +199.6%
PFE PFIZER INC 4.6%
Value ($000) $6,874 Shares 157,488 Est. Cost $17.62 Unrealized +70.4%
JPM JP MORGAN CHASE & CO 4.4%
Value ($000) $6,541 Shares 67,000 Est. Cost $39.63 Unrealized +120.9%
TORCHMARK CORP 3.4%
Value ($000) $5,031 Shares 67,500 Est. Cost $69.56 Unrealized
PG PROCTER & GAMBLE CO 3.2%
Value ($000) $4,780 Shares 52,000 Est. Cost $58.01 Unrealized +28.9%
MRK MERCK AND CO INC 3.2%
Value ($000) $4,760 Shares 62,295 Est. Cost $31.29 Unrealized +80.6%
HD HOME DEPOT INC 3.2%
Value ($000) $4,725 Shares 27,500 Est. Cost $58.72 Unrealized +156.1%
WMT WALMART STORES INC 3.0%
Value ($000) $4,471 Shares 48,000 Est. Cost $20.35 Unrealized +41.4%
INTC INTEL CORP 2.7%
Value ($000) $3,989 Shares 85,000 Est. Cost $17.92 Unrealized +124.2%
BK BANK OF NEW YORK MELLON CORP 2.5%
Value ($000) $3,766 Shares 80,000 Est. Cost $24.30 Unrealized +63.2%
NSC NORFOLK SOUTHERN CORP 2.4%
Value ($000) $3,589 Shares 24,000 Est. Cost $65.71 Unrealized +116.6%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $3,069 Shares 45,000 Est. Cost $55.93 Unrealized +0.8%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $2,988 Shares 68,951 Est. Cost $15.20 Unrealized +142.8%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $2,864 Shares 11,500 Est. Cost $139.78 Unrealized +68.2%
BAX BAXTER INTERNATIONAL INC 1.8%
Value ($000) $2,633 Shares 40,000 Est. Cost $29.22 Unrealized +101.7%
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $2,539 Shares 42,500 Est. Cost $48.18 Unrealized +18.3%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $2,226 Shares 8,500 Est. Cost $97.17 Unrealized +157.3%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $2,183 Shares 42,000 Est. Cost $34.16 Unrealized +20.0%
HON HONEYWELL INTERNATIONAL INC 1.4%
Value ($000) $2,114 Shares 16,000 Est. Cost $60.82 Unrealized +93.5%
TDG TRANSDIGM GROUP INC 1.4%
Value ($000) $2,040 Shares 6,000 Est. Cost $81.23 Unrealized +213.5%
MA MASTERCARD INC. 1.4%
Value ($000) $2,037 Shares 10,800 Est. Cost $71.82 Unrealized +165.8%
MSFT MICROSOFT CORP 1.4%
Value ($000) $2,031 Shares 20,000 Est. Cost $30.02 Unrealized +233.2%
RED HAT INC 1.3%
Value ($000) $1,932 Shares 11,000 Est. Cost $55.93 Unrealized
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $1,900 Shares 15,000 Est. Cost $59.45 Unrealized +85.9%
ABBV ABBVIE INC COM 1.2%
Value ($000) $1,844 Shares 20,000 Est. Cost $33.39 Unrealized +94.0%
IEX IDEXX LABORATORIES INC 1.1%
Value ($000) $1,674 Shares 9,000 Est. Cost $63.38 Unrealized +93.7%
CAT CATERPILLAR INC 1.1%
Value ($000) $1,588 Shares 12,500 Est. Cost $62.67 Unrealized +77.9%
AVY AVERY DENNISON CORP 0.9%
Value ($000) $1,392 Shares 15,500 Est. Cost $37.09 Unrealized +123.6%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,382 Shares 30,000 Est. Cost $32.49 Unrealized +29.4%
ORLY O'REILLY AUTOMOTIVE INC 0.9%
Value ($000) $1,377 Shares 4,000 Est. Cost $8.43 Unrealized +170.0%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $1,357 Shares 6,000 Est. Cost $86.68 Unrealized +178.5%
HARRIS CORP DEL 0.9%
Value ($000) $1,347 Shares 10,000 Est. Cost $69.80 Unrealized
ZTS ZOETIS INC 0.9%
Value ($000) $1,283 Shares 15,000 Est. Cost $42.07 Unrealized +102.1%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $1,265 Shares 22,500 Est. Cost $26.61 Unrealized +45.1%
CL COLGATE-PALMOLIVE CO 0.8%
Value ($000) $1,190 Shares 20,000 Est. Cost $48.40 Unrealized +9.3%
KO COCA-COLA CO 0.8%
Value ($000) $1,184 Shares 25,000 Est. Cost $26.95 Unrealized +42.5%
BDX BECTON DICKINSON AND CO 0.8%
Value ($000) $1,127 Shares 5,000 Est. Cost $160.56 Unrealized +29.7%
AJG ARTHUR J GALLAGHER & CO 0.7%
Value ($000) $1,106 Shares 15,000 Est. Cost $36.51 Unrealized +86.2%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $1,085 Shares 15,000 Est. Cost $30.51 Unrealized +103.7%
CSGP COSTAR GROUP INC 0.7%
Value ($000) $1,079 Shares 3,200 Est. Cost $17.09 Unrealized +113.7%
WALGREENS BOOTS ALLIANCE INC 0.7%
Value ($000) $1,025 Shares 15,000 Est. Cost $84.67 Unrealized
KELLOGG CO 0.7%
Value ($000) $998 Shares 17,500 Est. Cost $37.78 Unrealized +22.8%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $986 Shares 40,000 Est. Cost $11.68 Unrealized +95.2%
SBUX STARBUCKS CORP 0.7%
Value ($000) $966 Shares 15,000 Est. Cost $45.70 Unrealized +17.4%
AMT AMERICAN TOWER CORP 0.6%
Value ($000) $949 Shares 6,000 Est. Cost $74.92 Unrealized +72.8%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $945 Shares 10,000 Est. Cost $77.65 Unrealized +1.9%
JBHT HUNT JB TRANS SVCS INC 0.6%
Value ($000) $930 Shares 10,000 Est. Cost $66.44 Unrealized +49.3%
VEEV VEEVA SYSTEMS INC - CLASS A 0.6%
Value ($000) $893 Shares 10,000 Est. Cost $44.91 Unrealized +103.4%
FAST FASTENAL CO 0.6%
Value ($000) $889 Shares 17,000 Est. Cost $8.75 Unrealized +28.8%
DIS DISNEY WALT CO 0.6%
Value ($000) $877 Shares 8,000 Est. Cost $89.78 Unrealized +21.5%
CVX CHEVRON CORP 0.6%
Value ($000) $870 Shares 8,000 Est. Cost $72.49 Unrealized +16.9%
GIS GENERAL MILLS INC 0.6%
Value ($000) $857 Shares 22,000 Est. Cost $32.89 Unrealized +0.3%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $852 Shares 8,000 Est. Cost $113.50 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $842 Shares 10,500 Est. Cost $51.79 Unrealized +68.3%
VRSK VERISK ANALYTICS INC 0.6%
Value ($000) $818 Shares 7,500 Est. Cost $63.30 Unrealized +76.5%
CONTINENTAL RESOURCES INC 0.5%
Value ($000) $804 Shares 20,000 Est. Cost $89.50 Unrealized
ULTIMATE SOFTWARE GROUP INC 0.5%
Value ($000) $735 Shares 3,000 Est. Cost $193.22 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $730 Shares 8,500 Est. Cost $66.51 Unrealized +14.0%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $700 Shares 11,600 Est. Cost $36.13 Unrealized +45.3%
WSO WATSCO INC 0.5%
Value ($000) $696 Shares 5,000 Est. Cost $98.91 Unrealized +54.1%
RHI ROBERT HALF INTL INC 0.5%
Value ($000) $686 Shares 12,000 Est. Cost $41.19 Unrealized +49.0%
CI CIGNA CORP 0.5%
Value ($000) $670 Shares 3,529 Est. Cost $190.77 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $656 Shares 5,000 Est. Cost $71.77 Unrealized +68.8%
CPRT COPART INC 0.4%
Value ($000) $655 Shares 13,700 Est. Cost $12.35 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $640 Shares 4,000 Est. Cost $104.91 Unrealized +27.0%
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $612 Shares 2,500 Est. Cost $117.26 Unrealized +135.7%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $577 Shares 16,000 Est. Cost $65.05 Unrealized -38.2%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.4%
Value ($000) $568 Shares 5,000 Est. Cost $106.40 Unrealized -17.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $565 Shares 7,500 Est. Cost $52.22 Unrealized +33.8%
WDAY WORKDAY INC - CLASS A 0.4%
Value ($000) $559 Shares 3,500 Est. Cost $83.02 Unrealized +70.7%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $524 Shares 2,500 Est. Cost $101.02 Unrealized +150.1%
LNC LINCOLN NATIONAL CORP 0.3%
Value ($000) $513 Shares 10,000 Est. Cost $31.80 Unrealized +38.4%
SU SUNCOR ENERGY INC 0.3%
Value ($000) $392 Shares 14,000 Est. Cost $23.19 Unrealized +8.1%
WST WEST PHARMACEUTICAL SERVICES 0.2%
Value ($000) $363 Shares 3,700 Est. Cost $95.48 Unrealized +11.3%
ALDER BIOPHARMACEUTICALS INC 0.2%
Value ($000) $344 Shares 33,575 Est. Cost $32.73 Unrealized
LGND LIGAND PHARMACEUTICALS 0.2%
Value ($000) $339 Shares 2,500 Est. Cost $106.61 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $330 Shares 2,500 Est. Cost $131.41 Unrealized 0.0%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $327 Shares 10,000 Est. Cost $49.42 Unrealized -35.8%
AMG AFFILIATED MANAGERS GROUP 0.2%
Value ($000) $292 Shares 3,000 Est. Cost $191.64 Unrealized -42.3%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $138 Shares 1,000 Est. Cost $126.42 Unrealized 0.0%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $55 Shares 2,666 Est. Cost $21.34 Unrealized 0.0%
GTX GARRETT MOTION INC 0.0%
Value ($000) $20 Shares 1,600 Est. Cost $13.59 Unrealized 0.0%