StockDriftsStockDriftsTop 50 Barbara Oil CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 8.72% | 102.0K | $25.9M | +0.00%(+0) | $59.08(+340.86%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 7.38% | 67.0K | $21.9M | +0.00%(+0) | $42.94(+749.36%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 4.48% | 12.5K | $13.3M | +0.00%(+0) | $93.71(+827.84%) | 2026-06-30 | |
| WMT | WALMART INC | 4.19% | 110.0K | $12.5M | +0.00%(+0) | $16.00(+618.19%) | 2026-06-30 | |
| GL | GLOBE LIFE INC | 4.06% | 67.5K | $12.1M | +0.00%(+0) | $95.76(+88.67%) | 2026-06-30 | |
| INTC | INTEL CORP | 3.99% | 85.0K | $11.9M | +0.00%(+0) | $23.76(+335.27%) | 2026-06-30 | |
| BK | BANK NEW YORK MELLON CORP | 3.89% | 80.0K | $11.6M | +0.00%(+0) | $34.94(+311.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 23.2K | $8.7M | +0.00%(+0) | $79.17(+513.94%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 2.85% | 24.0K | $8.5M | +0.00%(+0) | $75.81(+340.66%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 2.69% | 62.3K | $8.0M | +0.00%(+0) | $18.35(+642.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.03% | +52.20% | +8.57% | +50.88% |
| Top 20 Holdings Unweighted | +15.95% | +55.87% | +9.10% | +54.55% |
Barbara Oil CO reports $297.16M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are JNJ (8.7%), JPM (7.4%) and CAT (4.5%). The top 20 holdings account for 64.29% of reported assets. Its disclosed equity book has returned +52.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barbara Oil CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599670). View Barbara Oil CO’s 13F filings on SEC