Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 9, 2019

Total Value ($000): $168,610 (100.0% shares, 0.0% debt)

Holdings (96)

JNJ JOHNSON & JOHNSON 8.5%
Value ($000) $14,259 Shares 102,000 Est. Cost $65.75 Unrealized +67.8%
BA BOEING CO 5.1%
Value ($000) $8,582 Shares 22,500 Est. Cost $111.79 Unrealized +235.6%
JPM JP MORGAN CHASE & CO 4.0%
Value ($000) $6,782 Shares 67,000 Est. Cost $39.63 Unrealized +115.3%
PFE PFIZER INC 4.0%
Value ($000) $6,689 Shares 157,488 Est. Cost $17.62 Unrealized +65.9%
TORCHMARK CORP 3.3%
Value ($000) $5,532 Shares 67,500 Est. Cost $69.56 Unrealized
PG PROCTER & GAMBLE CO 3.2%
Value ($000) $5,411 Shares 52,000 Est. Cost $58.01 Unrealized +41.5%
HD HOME DEPOT INC 3.1%
Value ($000) $5,277 Shares 27,500 Est. Cost $58.72 Unrealized +163.4%
MRK MERCK AND CO INC 3.1%
Value ($000) $5,181 Shares 62,295 Est. Cost $31.29 Unrealized +92.7%
WMT WALMART STORES INC 2.8%
Value ($000) $4,681 Shares 48,000 Est. Cost $20.35 Unrealized +43.7%
INTC INTEL CORP 2.7%
Value ($000) $4,565 Shares 85,000 Est. Cost $17.92 Unrealized +144.5%
NSC NORFOLK SOUTHERN CORP 2.7%
Value ($000) $4,485 Shares 24,000 Est. Cost $65.71 Unrealized +129.0%
BK BANK OF NEW YORK MELLON CORP 2.4%
Value ($000) $4,034 Shares 80,000 Est. Cost $24.30 Unrealized +74.2%
CSCO CISCO SYSTEMS INC 2.2%
Value ($000) $3,723 Shares 68,951 Est. Cost $15.20 Unrealized +159.9%
XOM EXXON MOBIL CORP 2.2%
Value ($000) $3,636 Shares 45,000 Est. Cost $55.93 Unrealized -0.9%
BAX BAXTER INTERNATIONAL INC 1.9%
Value ($000) $3,252 Shares 40,000 Est. Cost $29.22 Unrealized +119.2%
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $2,910 Shares 42,500 Est. Cost $48.18 Unrealized +16.3%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $2,843 Shares 11,500 Est. Cost $139.78 Unrealized +62.9%
TDG TRANSDIGM GROUP INC 1.6%
Value ($000) $2,724 Shares 6,000 Est. Cost $81.23 Unrealized +270.9%
LMT LOCKHEED MARTIN CORP 1.5%
Value ($000) $2,551 Shares 8,500 Est. Cost $97.17 Unrealized +150.7%
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $2,543 Shares 16,000 Est. Cost $60.82 Unrealized +99.2%
MA MASTERCARD INC. 1.5%
Value ($000) $2,543 Shares 10,800 Est. Cost $71.82 Unrealized +188.5%
MSFT MICROSOFT CORP 1.4%
Value ($000) $2,359 Shares 20,000 Est. Cost $30.02 Unrealized +240.8%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $2,153 Shares 15,000 Est. Cost $59.45 Unrealized +96.8%
IEX IDEXX LABORATORIES INC 1.2%
Value ($000) $2,012 Shares 9,000 Est. Cost $63.38 Unrealized +105.3%
RED HAT INC 1.2%
Value ($000) $2,010 Shares 11,000 Est. Cost $55.93 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value ($000) $2,004 Shares 42,000 Est. Cost $34.16 Unrealized +12.1%
AVY AVERY DENNISON CORP 1.0%
Value ($000) $1,752 Shares 15,500 Est. Cost $37.09 Unrealized +146.8%
CAT CATERPILLAR INC 1.0%
Value ($000) $1,694 Shares 12,500 Est. Cost $62.67 Unrealized +82.9%
ABBV ABBVIE INC COM 1.0%
Value ($000) $1,612 Shares 20,000 Est. Cost $33.39 Unrealized +82.7%
ADBE ADOBE SYSTEMS INC 0.9%
Value ($000) $1,599 Shares 6,000 Est. Cost $86.68 Unrealized +190.8%
HARRIS CORP DEL 0.9%
Value ($000) $1,597 Shares 10,000 Est. Cost $69.80 Unrealized
ZTS ZOETIS INC 0.9%
Value ($000) $1,510 Shares 15,000 Est. Cost $42.07 Unrealized +104.2%
CSGP COSTAR GROUP INC 0.9%
Value ($000) $1,493 Shares 3,200 Est. Cost $17.09 Unrealized +141.7%
WFC WELLS FARGO & CO 0.9%
Value ($000) $1,450 Shares 30,000 Est. Cost $32.49 Unrealized +25.5%
CL COLGATE-PALMOLIVE CO 0.8%
Value ($000) $1,371 Shares 20,000 Est. Cost $48.40 Unrealized +13.6%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $1,330 Shares 22,500 Est. Cost $26.61 Unrealized +46.3%
VEEV VEEVA SYSTEMS INC - CLASS A 0.8%
Value ($000) $1,269 Shares 10,000 Est. Cost $44.91 Unrealized +151.1%
BDX BECTON DICKINSON AND CO 0.7%
Value ($000) $1,249 Shares 5,000 Est. Cost $160.56 Unrealized +32.5%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $1,199 Shares 15,000 Est. Cost $30.51 Unrealized +116.6%
AMT AMERICAN TOWER CORP 0.7%
Value ($000) $1,182 Shares 6,000 Est. Cost $74.92 Unrealized +94.9%
AJG ARTHUR J GALLAGHER & CO 0.7%
Value ($000) $1,172 Shares 15,000 Est. Cost $36.51 Unrealized +93.2%
KO COCA-COLA CO 0.7%
Value ($000) $1,172 Shares 25,000 Est. Cost $26.95 Unrealized +40.2%
GIS GENERAL MILLS INC 0.7%
Value ($000) $1,139 Shares 22,000 Est. Cost $32.89 Unrealized +8.8%
SBUX STARBUCKS CORP 0.7%
Value ($000) $1,115 Shares 15,000 Est. Cost $45.70 Unrealized +29.6%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $1,104 Shares 40,000 Est. Cost $11.68 Unrealized +104.6%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $1,061 Shares 10,000 Est. Cost $77.65 Unrealized +10.0%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $1,031 Shares 8,000 Est. Cost $113.50 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $1,020 Shares 10,500 Est. Cost $51.79 Unrealized +72.6%
JBHT HUNT JB TRANS SVCS INC 0.6%
Value ($000) $1,013 Shares 10,000 Est. Cost $66.44 Unrealized +46.4%
KELLOGG CO 0.6%
Value ($000) $1,004 Shares 17,500 Est. Cost $37.78 Unrealized +9.7%
VRSK VERISK ANALYTICS INC 0.6%
Value ($000) $998 Shares 7,500 Est. Cost $63.30 Unrealized +83.8%
ULTIMATE SOFTWARE GROUP INC 0.6%
Value ($000) $990 Shares 3,000 Est. Cost $193.22 Unrealized
CVX CHEVRON CORP 0.6%
Value ($000) $985 Shares 8,000 Est. Cost $72.49 Unrealized +20.6%
WALGREENS BOOTS ALLIANCE INC 0.6%
Value ($000) $949 Shares 15,000 Est. Cost $84.67 Unrealized
CONTINENTAL RESOURCES INC 0.5%
Value ($000) $895 Shares 20,000 Est. Cost $89.50 Unrealized
ADI ANALOG DEVICES INC 0.5%
Value ($000) $895 Shares 8,500 Est. Cost $66.51 Unrealized +33.0%
DIS DISNEY WALT CO 0.5%
Value ($000) $888 Shares 8,000 Est. Cost $89.78 Unrealized +20.2%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $872 Shares 2,500 Est. Cost $117.26 Unrealized +157.9%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $836 Shares 11,600 Est. Cost $36.13 Unrealized +53.6%
CPRT COPART INC 0.5%
Value ($000) $830 Shares 13,700 Est. Cost $12.35 Unrealized +10.0%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $799 Shares 5,000 Est. Cost $71.77 Unrealized +74.8%
RHI ROBERT HALF INTL INC 0.5%
Value ($000) $782 Shares 12,000 Est. Cost $41.19 Unrealized +54.0%
ORLY O'REILLY AUTOMOTIVE INC 0.5%
Value ($000) $777 Shares 2,000 Est. Cost $8.43 Unrealized +186.9%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $764 Shares 4,000 Est. Cost $104.91 Unrealized +38.8%
WSO WATSCO INC 0.4%
Value ($000) $716 Shares 5,000 Est. Cost $98.91 Unrealized +45.1%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $711 Shares 2,500 Est. Cost $101.02 Unrealized +136.3%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.4%
Value ($000) $706 Shares 5,000 Est. Cost $106.40 Unrealized -11.1%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $697 Shares 16,000 Est. Cost $65.05 Unrealized -45.1%
WDAY WORKDAY INC - CLASS A 0.4%
Value ($000) $675 Shares 3,500 Est. Cost $83.02 Unrealized +119.1%
V VISA INC-CLASS A SHARES 0.4%
Value ($000) $671 Shares 4,300 Est. Cost $133.91 Unrealized +2.6%
LNC LINCOLN NATIONAL CORP 0.3%
Value ($000) $587 Shares 10,000 Est. Cost $31.80 Unrealized +35.8%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $571 Shares 7,500 Est. Cost $52.22 Unrealized +31.2%
CI CIGNA CORP 0.3%
Value ($000) $568 Shares 3,529 Est. Cost $190.77 Unrealized -12.5%
FAST FASTENAL CO 0.3%
Value ($000) $514 Shares 8,000 Est. Cost $8.75 Unrealized +44.3%
ALDER BIOPHARMACEUTICALS INC 0.3%
Value ($000) $458 Shares 33,575 Est. Cost $32.73 Unrealized
SU SUNCOR ENERGY INC 0.3%
Value ($000) $454 Shares 14,000 Est. Cost $23.19 Unrealized +6.9%
WST WEST PHARMACEUTICAL SERVICES 0.2%
Value ($000) $408 Shares 3,700 Est. Cost $95.48 Unrealized +6.8%
AMAT APPLIED MATERIALS INC 0.2%
Value ($000) $397 Shares 10,000 Est. Cost $49.42 Unrealized -28.5%
AMZN AMAZON.COM INC 0.2%
Value ($000) $356 Shares 200 Est. Cost $83.22 Unrealized 0.0%
GOOG ALPHABET INC-CL C 0.2%
Value ($000) $352 Shares 300 Est. Cost $55.69 Unrealized 0.0%
ACN ACCENTURE PLC-CL A 0.2%
Value ($000) $317 Shares 1,800 Est. Cost $142.15 Unrealized 0.0%
DLB DOLBY LABORATORIES INC-CL A 0.2%
Value ($000) $315 Shares 5,000 Est. Cost $57.83 Unrealized 0.0%
LIGAND PHARMACEUTICALS 0.2%
Value ($000) $314 Shares 2,500 Est. Cost $125.60 Unrealized
EOG EOG RESOURCES INC 0.2%
Value ($000) $286 Shares 3,000 Est. Cost $71.93 Unrealized 0.0%
APH AMPHENOL CORP-CL A 0.2%
Value ($000) $283 Shares 3,000 Est. Cost $20.93 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $273 Shares 6,000 Est. Cost $45.50 Unrealized
FISV FISERV INC 0.2%
Value ($000) $265 Shares 3,000 Est. Cost $82.51 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH 0.2%
Value ($000) $253 Shares 2,000 Est. Cost $116.24 Unrealized 0.0%
TYL TYLER TECHNOLOGIES INC 0.1%
Value ($000) $245 Shares 1,200 Est. Cost $198.07 Unrealized 0.0%
COOPER COS INC/THE 0.1%
Value ($000) $237 Shares 800 Est. Cost $296.25 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $209 Shares 800 Est. Cost $221.02 Unrealized 0.0%
USFD US FOODS HOLDING CORP 0.1%
Value ($000) $209 Shares 6,000 Est. Cost $34.30 Unrealized 0.0%
RAYTHEON COMPANY 0.1%
Value ($000) $182 Shares 1,000 Est. Cost $182.00 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value ($000) $167 Shares 1,000 Est. Cost $126.42 Unrealized +9.2%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $51 Shares 2,666 Est. Cost $21.34 Unrealized +3.8%
GTX GARRETT MOTION INC 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $13.59 Unrealized +10.9%