Top 50 Barbara Oil Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 9.61% | 102.0K | $24.9M | +0.00%(+0) | $59.08(+290.66%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 7.6% | 67.0K | $19.7M | +0.00%(+0) | $42.94(+598.43%) | 2026-03-31 | |
| WMT | WALMART INC | 5.27% | 110.0K | $13.7M | -23.61%(-34.00K) | $16.00(+727.88%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON CORP | 3.66% | 80.0K | $9.5M | +0.00%(+0) | $34.94(+289.21%) | 2026-03-31 | |
| GL | GLOBE LIFE INC | 3.62% | 67.5K | $9.4M | +0.00%(+0) | $95.76(+61.31%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.41% | 12.5K | $8.9M | +0.00%(+0) | $93.71(+881.99%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.37% | 51.5K | $8.7M | +0.00%(+0) | $64.62(+136.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.31% | 23.2K | $8.6M | +7.40%(+1.60K) | $79.17(+417.14%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 3.04% | 24.0K | $7.9M | +0.00%(+0) | $75.81(+301.44%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 2.89% | 62.3K | $7.5M | +0.00%(+0) | $18.35(+518.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.32% | +30.66% |
| Top 20 Holdings Unweighted | +9.12% | +29.92% |
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