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Barbara Oil Co.

Portfolio Manager
Barbara Oil Co.
Performance
+2.34% (2025 Q4)
AUM (13F)
$259.49M
# of Holdings
69
Performance Rank
Allocation (Top 20)
64.8%

Barbara Oil Co. Holdings Map

Top 50 Barbara Oil Co. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JNJ
JOHNSON & JOHNSON
9.61%102.0K$24.9M
+0.00%(+0)
2025-Q1: 102.0K shares2025-Q2: 102.0K shares2025-Q3: 102.0K shares2025-Q4: 102.0K shares2026-Q1: 102.0K shares
$59.08(+290.66%)
2026-03-31
JPM
JPMORGAN CHASE & CO
7.6%67.0K$19.7M
+0.00%(+0)
2025-Q1: 67.0K shares2025-Q2: 67.0K shares2025-Q3: 67.0K shares2025-Q4: 67.0K shares2026-Q1: 67.0K shares
$42.94(+598.43%)
2026-03-31
WMT
WALMART INC
5.27%110.0K$13.7M
-23.61%(-34.00K)
2025-Q1: 144.0K shares2025-Q2: 144.0K shares2025-Q3: 144.0K shares2025-Q4: 144.0K shares2026-Q1: 110.0K shares
$16.00(+727.88%)
2026-03-31
BK
BANK NEW YORK MELLON CORP
3.66%80.0K$9.5M
+0.00%(+0)
2025-Q1: 80.0K shares2025-Q2: 80.0K shares2025-Q3: 80.0K shares2025-Q4: 80.0K shares2026-Q1: 80.0K shares
$34.94(+289.21%)
2026-03-31
GL
GLOBE LIFE INC
3.62%67.5K$9.4M
+0.00%(+0)
2025-Q1: 67.5K shares2025-Q2: 67.5K shares2025-Q3: 67.5K shares2025-Q4: 67.5K shares2026-Q1: 67.5K shares
$95.76(+61.31%)
2026-03-31
CAT
CATERPILLAR INC
3.41%12.5K$8.9M
+0.00%(+0)
2025-Q1: 12.5K shares2025-Q2: 12.5K shares2025-Q3: 12.5K shares2025-Q4: 12.5K shares2026-Q1: 12.5K shares
$93.71(+881.99%)
2026-03-31
XOM
EXXON MOBIL CORP
3.37%51.5K$8.7M
+0.00%(+0)
2025-Q1: 51.5K shares2025-Q2: 51.5K shares2025-Q3: 51.5K shares2025-Q4: 51.5K shares2026-Q1: 51.5K shares
$64.62(+136.43%)
2026-03-31
MSFT
MICROSOFT CORP
3.31%23.2K$8.6M
+7.40%(+1.60K)
2025-Q1: 21.6K shares2025-Q2: 21.6K shares2025-Q3: 21.6K shares2025-Q4: 21.6K shares2026-Q1: 23.2K shares
$79.17(+417.14%)
2026-03-31
HD
HOME DEPOT INC
3.04%24.0K$7.9M
+0.00%(+0)
2025-Q1: 24.0K shares2025-Q2: 24.0K shares2025-Q3: 24.0K shares2025-Q4: 24.0K shares2026-Q1: 24.0K shares
$75.81(+301.44%)
2026-03-31
MRK
MERCK & CO INC
2.89%62.3K$7.5M
+0.00%(+0)
2025-Q1: 62.3K shares2025-Q2: 62.3K shares2025-Q3: 62.3K shares2025-Q4: 62.3K shares2026-Q1: 62.3K shares
$18.35(+518.18%)
2026-03-31

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