BARBARA OIL CO. Information

21 SOUTH CLARK STREET, CHICAGO, Illinois, 60603, (312) 726-5555

Report Date: 12/31/2013

Position Statistics

Total Positions 81
New Positions 81
Increased Positions 81
Decreased Positions 0
Positions with Activity 81
Sold Out Positions 0
Total Mkt Value (in $ millions) 125

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.58%
Capital Goods 7.33%
Conglomerates
Consumer Cyclical 3.79%
Consumer/Non-Cyclical 8.27%
Energy 6.86%
Financial 13.45%
Healthcare 22.78%
Services 16.22%
Technology 12.81%
Transportation 2.9%
Utilities

81 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 10,883 10,883 New 102,000
PFIZER INC COM 4,799 4,799 New 157,488
PROCTER & GAMBLE CO COM 4,618 4,618 New 52,000
EXXON MOBIL CORP COM 4,154 4,154 New 43,828
WAL-MART STORES INC COM 4,078 4,078 New 48,000
JPMORGAN CHASE & CO COM 4,040 4,040 New 67,000
MERCK & CO INC NEW COM 3,697 3,697 New 62,295
TORCHMARK CORP COM 3,640 3,640 New 67,500
BANK NEW YORK MELLON CORP COM 3,208 3,208 New 80,000
AIRGAS INC COM 3,152 3,152 New 27,000
INTEL CORP COM 3,087 3,087 New 85,000
BAXTER INTL INC COM 2,898 2,898 New 40,000
NORFOLK SOUTHERN CORP COM 2,811 2,811 New 24,000
EMERSON ELEC CO COM 2,792 2,792 New 42,500
BOEING CO COM 2,696 2,696 New 20,000
HOME DEPOT INC COM 2,668 2,668 New 27,500
BRISTOL MYERS SQUIBB CO COM 2,458 2,458 New 42,000
O REILLY AUTOMOTIVE INC NEW COM 2,147 2,147 New 12,000
CISCO SYS INC COM 1,881 1,881 New 68,951
TRANSDIGM GROUP INC COM 1,742 1,742 New 9,000


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