Barbara Oil Co. Diversified Active

CIK: 0001599670 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 1, 2019

Total Value ($000): $174,810 (100.0% shares, 0.0% debt)

Holdings (91)

JNJ JOHNSON & JOHNSON 8.1%
Value ($000) $14,207 Shares 102,000 Est. Cost $65.75 Unrealized +74.5%
BA BOEING CO 4.7%
Value ($000) $8,190 Shares 22,500 Est. Cost $111.79 Unrealized +219.6%
JPM JP MORGAN CHASE & CO 4.3%
Value ($000) $7,491 Shares 67,000 Est. Cost $39.63 Unrealized +132.2%
PFE PFIZER INC 3.9%
Value ($000) $6,822 Shares 157,488 Est. Cost $17.62 Unrealized +65.8%
TORCHMARK CORP 3.5%
Value ($000) $6,039 Shares 67,500 Est. Cost $69.56 Unrealized
HD HOME DEPOT INC 3.3%
Value ($000) $5,719 Shares 27,500 Est. Cost $58.72 Unrealized +188.7%
PG PROCTER & GAMBLE CO 3.3%
Value ($000) $5,702 Shares 52,000 Est. Cost $58.01 Unrealized +56.0%
WMT WALMART STORES INC 3.0%
Value ($000) $5,304 Shares 48,000 Est. Cost $20.35 Unrealized +53.9%
MRK MERCK AND CO INC 3.0%
Value ($000) $5,223 Shares 62,295 Est. Cost $31.29 Unrealized +98.6%
NSC NORFOLK SOUTHERN CORP 2.7%
Value ($000) $4,784 Shares 24,000 Est. Cost $65.71 Unrealized +163.8%
INTC INTEL CORP 2.3%
Value ($000) $4,069 Shares 85,000 Est. Cost $17.92 Unrealized +140.4%
CSCO CISCO SYSTEMS INC 2.2%
Value ($000) $3,774 Shares 68,951 Est. Cost $15.20 Unrealized +197.2%
BK BANK OF NEW YORK MELLON CORP 2.0%
Value ($000) $3,532 Shares 80,000 Est. Cost $24.30 Unrealized +59.7%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $3,448 Shares 45,000 Est. Cost $55.93 Unrealized +1.7%
BAX BAXTER INTERNATIONAL INC 1.9%
Value ($000) $3,276 Shares 40,000 Est. Cost $29.22 Unrealized +134.4%
LMT LOCKHEED MARTIN CORP 1.8%
Value ($000) $3,090 Shares 8,500 Est. Cost $97.17 Unrealized +187.9%
TDG TRANSDIGM GROUP INC 1.7%
Value ($000) $2,903 Shares 6,000 Est. Cost $81.23 Unrealized +327.5%
MA MASTERCARD INC. 1.6%
Value ($000) $2,857 Shares 10,800 Est. Cost $71.82 Unrealized +236.1%
EMR EMERSON ELECTRIC CO 1.6%
Value ($000) $2,836 Shares 42,500 Est. Cost $48.18 Unrealized +19.3%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $2,806 Shares 11,500 Est. Cost $139.78 Unrealized +54.2%
HON HONEYWELL INTERNATIONAL INC 1.6%
Value ($000) $2,793 Shares 16,000 Est. Cost $60.82 Unrealized +128.0%
MSFT MICROSOFT CORP 1.5%
Value ($000) $2,679 Shares 20,000 Est. Cost $30.02 Unrealized +298.2%
IEX IDEXX LABORATORIES INC 1.4%
Value ($000) $2,478 Shares 9,000 Est. Cost $63.38 Unrealized +128.5%
ITW ILLINOIS TOOL WORKS INC 1.3%
Value ($000) $2,262 Shares 15,000 Est. Cost $59.45 Unrealized +116.3%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $1,905 Shares 42,000 Est. Cost $34.16 Unrealized +5.7%
HARRIS CORP DEL 1.1%
Value ($000) $1,891 Shares 10,000 Est. Cost $69.80 Unrealized
AVY AVERY DENNISON CORP 1.0%
Value ($000) $1,793 Shares 15,500 Est. Cost $37.09 Unrealized +162.6%
CSGP COSTAR GROUP INC 1.0%
Value ($000) $1,773 Shares 3,200 Est. Cost $17.09 Unrealized +199.0%
ADBE ADOBE SYSTEMS INC 1.0%
Value ($000) $1,768 Shares 6,000 Est. Cost $86.68 Unrealized +220.4%
CAT CATERPILLAR INC 1.0%
Value ($000) $1,704 Shares 12,500 Est. Cost $62.67 Unrealized +83.0%
ZTS ZOETIS INC 1.0%
Value ($000) $1,702 Shares 15,000 Est. Cost $42.07 Unrealized +135.9%
VEEV VEEVA SYSTEMS INC - CLASS A 0.9%
Value ($000) $1,621 Shares 10,000 Est. Cost $44.91 Unrealized +224.4%
ABBV ABBVIE INC COM 0.8%
Value ($000) $1,454 Shares 20,000 Est. Cost $33.39 Unrealized +77.8%
AJG ARTHUR J GALLAGHER & CO 0.8%
Value ($000) $1,445 Shares 16,500 Est. Cost $40.18 Unrealized +91.1%
CL COLGATE-PALMOLIVE CO 0.8%
Value ($000) $1,433 Shares 20,000 Est. Cost $48.40 Unrealized +25.7%
WFC WELLS FARGO & CO 0.8%
Value ($000) $1,420 Shares 30,000 Est. Cost $32.49 Unrealized +20.3%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $1,285 Shares 22,500 Est. Cost $26.61 Unrealized +50.4%
KO COCA-COLA CO 0.7%
Value ($000) $1,273 Shares 25,000 Est. Cost $26.95 Unrealized +48.2%
ABT ABBOTT LABORATORIES 0.7%
Value ($000) $1,262 Shares 15,000 Est. Cost $30.51 Unrealized +130.1%
BDX BECTON DICKINSON AND CO 0.7%
Value ($000) $1,260 Shares 5,000 Est. Cost $160.56 Unrealized +30.6%
SBUX STARBUCKS CORP 0.7%
Value ($000) $1,257 Shares 15,000 Est. Cost $45.70 Unrealized +48.6%
AMT AMERICAN TOWER CORP 0.7%
Value ($000) $1,227 Shares 6,000 Est. Cost $74.92 Unrealized +124.5%
V VISA INC 0.7%
Value ($000) $1,206 Shares 6,950 Est. Cost $142.46 Unrealized +9.7%
BAC BANK OF AMERICA CORP 0.7%
Value ($000) $1,160 Shares 40,000 Est. Cost $11.68 Unrealized +109.7%
GIS GENERAL MILLS INC 0.7%
Value ($000) $1,155 Shares 22,000 Est. Cost $32.89 Unrealized +25.3%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $1,148 Shares 10,000 Est. Cost $77.65 Unrealized +19.5%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,117 Shares 8,000 Est. Cost $89.78 Unrealized +42.6%
VRSK VERISK ANALYTICS INC 0.6%
Value ($000) $1,098 Shares 7,500 Est. Cost $63.30 Unrealized +113.4%
FISV FISERV INC 0.6%
Value ($000) $1,094 Shares 12,000 Est. Cost $86.35 Unrealized +1.5%
GWRE GUIDEWIRE SOFTWARE INC 0.6%
Value ($000) $1,064 Shares 10,500 Est. Cost $51.79 Unrealized +96.9%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $1,042 Shares 8,000 Est. Cost $113.50 Unrealized
CPRT COPART INC 0.6%
Value ($000) $1,024 Shares 13,700 Est. Cost $12.35 Unrealized +39.0%
CVX CHEVRON CORP 0.6%
Value ($000) $996 Shares 8,000 Est. Cost $72.49 Unrealized +24.5%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $959 Shares 8,500 Est. Cost $66.51 Unrealized +44.3%
KELLOGG CO 0.5%
Value ($000) $937 Shares 17,500 Est. Cost $37.78 Unrealized +10.3%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $927 Shares 11,600 Est. Cost $36.13 Unrealized +75.7%
JBHT HUNT JB TRANS SVCS INC 0.5%
Value ($000) $914 Shares 10,000 Est. Cost $66.44 Unrealized +33.6%
APD AIR PRODS & CHEMS INC 0.5%
Value ($000) $905 Shares 4,000 Est. Cost $104.91 Unrealized +68.0%
ULTA ULTA BEAUTY INC 0.5%
Value ($000) $867 Shares 2,500 Est. Cost $117.26 Unrealized +194.7%
CONTINENTAL RESOURCES INC 0.5%
Value ($000) $842 Shares 20,000 Est. Cost $89.50 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $827 Shares 5,000 Est. Cost $71.77 Unrealized +96.4%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value ($000) $820 Shares 15,000 Est. Cost $84.67 Unrealized
WSO WATSCO INC 0.5%
Value ($000) $818 Shares 5,000 Est. Cost $98.91 Unrealized +58.8%
AMZN AMAZON.COM INC 0.4%
Value ($000) $757 Shares 400 Est. Cost $88.18 Unrealized +5.6%
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $739 Shares 2,000 Est. Cost $8.43 Unrealized +200.4%
WDAY WORKDAY INC - CLASS A 0.4%
Value ($000) $720 Shares 3,500 Est. Cost $83.02 Unrealized +143.3%
IBM INTERNATIONAL BUSINESS MACHINES CORP 0.4%
Value ($000) $690 Shares 5,000 Est. Cost $106.40 Unrealized -7.3%
RHI ROBERT HALF INTL INC 0.4%
Value ($000) $684 Shares 12,000 Est. Cost $41.19 Unrealized +44.9%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $684 Shares 2,500 Est. Cost $101.02 Unrealized +198.9%
GOOG ALPHABET INC-CL C 0.4%
Value ($000) $649 Shares 600 Est. Cost $56.48 Unrealized +1.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $645 Shares 7,500 Est. Cost $52.22 Unrealized +43.6%
LNC LINCOLN NATIONAL CORP 0.4%
Value ($000) $645 Shares 10,000 Est. Cost $31.80 Unrealized +47.3%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $636 Shares 16,000 Est. Cost $65.05 Unrealized -48.3%
ACTIVISION BLIZZARD INC 0.3%
Value ($000) $566 Shares 12,000 Est. Cost $46.33 Unrealized
CI CIGNA CORP 0.3%
Value ($000) $556 Shares 3,529 Est. Cost $190.77 Unrealized -24.9%
RAYTHEON COMPANY 0.3%
Value ($000) $522 Shares 3,000 Est. Cost $176.67 Unrealized
FAST FASTENAL CO 0.3%
Value ($000) $521 Shares 16,000 Est. Cost $11.34 Unrealized +22.8%
TYL TYLER TECHNOLOGIES INC 0.3%
Value ($000) $518 Shares 2,400 Est. Cost $207.50 Unrealized +4.5%
DLB DOLBY LABORATORIES INC-CL A 0.3%
Value ($000) $517 Shares 8,000 Est. Cost $57.85 Unrealized +0.0%
WST WEST PHARMACEUTICAL SERVICES 0.3%
Value ($000) $463 Shares 3,700 Est. Cost $95.48 Unrealized +21.4%
CHKP CHECK POINT SOFTWARE TECH 0.3%
Value ($000) $462 Shares 4,000 Est. Cost $117.15 Unrealized +0.8%
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $449 Shares 10,000 Est. Cost $49.42 Unrealized -20.4%
SU SUNCOR ENERGY INC 0.2%
Value ($000) $436 Shares 14,000 Est. Cost $23.19 Unrealized +6.0%
ALDER BIOPHARMACEUTICALS INC 0.2%
Value ($000) $395 Shares 33,575 Est. Cost $32.73 Unrealized
ACN ACCENTURE PLC-CL A 0.2%
Value ($000) $333 Shares 1,800 Est. Cost $142.15 Unrealized +15.2%
APH AMPHENOL CORP-CL A 0.2%
Value ($000) $288 Shares 3,000 Est. Cost $20.93 Unrealized +7.9%
LIGAND PHARMACEUTICALS 0.2%
Value ($000) $285 Shares 2,500 Est. Cost $125.60 Unrealized
EOG EOG RESOURCES INC 0.2%
Value ($000) $279 Shares 3,000 Est. Cost $71.93 Unrealized -2.2%
COOPER COS INC/THE 0.2%
Value ($000) $270 Shares 800 Est. Cost $296.25 Unrealized
USFD US FOODS HOLDING CORP 0.1%
Value ($000) $215 Shares 6,000 Est. Cost $34.30 Unrealized +5.9%
INTU INTUIT INC 0.1%
Value ($000) $209 Shares 800 Est. Cost $221.02 Unrealized +10.2%