Barbara Oil Co. Top Holdings and 13F Report (2025) About Barbara Oil Co.Investment ActivityBarbara Oil Co. has $254.39 million in total holdings as of June 30, 2025.Barbara Oil Co. owns shares of 74 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 1.44% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Barbara Oil Co. has purchased 75 new stocks and bought additional shares in 3 stocks.Barbara Oil Co. sold shares of 0 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $19,423,970Johnson & Johnson $15,580,500Walmart $14,080,320Microsoft $10,754,004Home Depot $8,799,360 Largest New Holdings this Quarter 000360206 - AAON $958,750 Holding Largest Purchases this Quarter O'Reilly Automotive 14,000 shares (about $1.26M)AAON 13,000 shares (about $958.75K)Clearwater Analytics 34,640 shares (about $759.66K)Fastenal 16,000 shares (about $672K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarbara Oil Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$19,423,9700.0%67,0007.6%FinanceJNJJohnson & Johnson$15,580,5000.0%102,0006.1%MedicalWMTWalmart$14,080,3200.0%144,0005.5%Retail/WholesaleMSFTMicrosoft$10,754,0040.0%21,6204.2%Computer and TechnologyHDHome Depot$8,799,3600.0%24,0003.5%Retail/WholesaleGLGlobe Life$8,389,5750.0%67,5003.3%FinancePGProcter & Gamble$7,966,0000.0%50,0003.1%Consumer StaplesTDGTransdigm Group$7,702,0420.0%5,0653.0%AerospaceBKBank of New York Mellon$7,288,8000.0%80,0002.9%FinanceEMREmerson Electric$5,666,5250.0%42,5002.2%IndustrialsXOMExxon Mobil$5,552,2390.0%51,5052.2%EnergyAJGArthur J. Gallagher & Co.$5,281,9800.0%16,5002.1%FinanceMRKMerck & Co., Inc.$4,931,2720.0%62,2951.9%MedicalCATCaterpillar$4,852,6250.0%12,5001.9%IndustrialsCSCOCisco Systems$4,783,8200.0%68,9511.9%Computer and TechnologyBABoeing$4,714,4250.0%22,5001.9%AerospaceIDXXIDEXX Laboratories$4,556,2080.0%8,4951.8%MedicalMAMastercard$4,428,0870.0%7,8801.7%Business ServicesLMTLockheed Martin$3,936,6900.0%8,5001.5%AerospacePFEPfizer$3,817,5090.0%157,4881.5%MedicalHONHoneywell International$3,726,0800.0%16,0001.5%Multi-Sector ConglomeratesABBVAbbVie$3,712,4000.0%20,0001.5%MedicalITWIllinois Tool Works$3,708,7500.0%15,0001.5%IndustrialsUNHUnitedHealth Group$3,587,6550.0%11,5001.4%MedicalUNPUnion Pacific$3,451,2000.0%15,0001.4%TransportationNSCNorfolk Southern$3,199,6250.0%12,5001.3%TransportationPGRProgressive$3,095,5760.0%11,6001.2%FinanceAVYAvery Dennison$2,719,7850.0%15,5001.1%IndustrialsCPRTCopart$2,689,0360.0%54,8001.1%Business ServicesCSGPCoStar Group$2,572,8000.0%32,0001.0%Computer and TechnologyLHXL3Harris Technologies$2,508,4000.0%10,0001.0%AerospaceGWREGuidewire Software$2,472,2250.0%10,5001.0%Computer and TechnologyVVisa$2,467,5980.0%6,9501.0%Business ServicesWSOWatsco$2,208,1000.0%5,0000.9%ConstructionGOOGAlphabet$2,128,6800.0%12,0000.8%Computer and TechnologyTXNTexas Instruments$2,076,2000.0%10,0000.8%Computer and TechnologyFIFiserv$2,068,9200.0%12,0000.8%Business ServicesABTAbbott Laboratories$2,040,1500.0%15,0000.8%MedicalADIAnalog Devices$2,023,1700.0%8,5000.8%Computer and TechnologyLYVLive Nation Entertainment$1,968,1530.0%13,0100.8%Consumer DiscretionaryBMYBristol Myers Squibb$1,944,1800.0%42,0000.8%MedicalAMZNAmazon.com$1,930,6320.0%8,8000.8%Retail/WholesaleINTCIntel$1,904,0000.0%85,0000.7%Computer and TechnologyBACBank of America$1,892,8000.0%40,0000.7%FinanceADBEAdobe$1,886,0400.0%4,8750.7%Computer and TechnologyVEEVVeeva Systems$1,864,6710.0%6,4750.7%MedicalAPPLIED MATLS INC$1,830,7000.0%10,0000.7%COMAPHAmphenol$1,797,2500.0%18,2000.7%Computer and TechnologyNVDANVIDIA$1,760,0090.0%11,1400.7%Computer and TechnologyBWXTBWX Technologies$1,681,9010.0%11,6750.7%AerospaceUBERUber Technologies$1,679,4000.0%18,0000.7%Computer and TechnologyAMTAmerican Tower$1,639,9680.0%7,4200.6%FinanceCWANClearwater Analytics$1,587,074$759,655 ▲91.8%72,3700.6%Computer and TechnologyADPAutomatic Data Processing$1,542,0000.0%5,0000.6%Computer and TechnologyZTSZoetis$1,498,6800.0%9,6100.6%MedicalINTUIntuit$1,496,4970.0%1,9000.6%Computer and TechnologyWFCWells Fargo & Company$1,442,1600.0%18,0000.6%FinanceCVXChevron$1,431,9000.0%10,0000.6%EnergyTYLTyler Technologies$1,422,8160.0%2,4000.6%Computer and TechnologyICEIntercontinental Exchange$1,376,0250.0%7,5000.5%FinanceORLYO'Reilly Automotive$1,351,950$1,261,820 ▲1,400.0%15,0000.5%Retail/WholesaleFASTFastenal$1,344,000$672,000 ▲100.0%32,0000.5%Retail/WholesaleBAXBaxter International$1,211,2000.0%40,0000.5%MedicalRTXRTX$1,168,1600.0%8,0000.5%AerospaceWMWaste Management$1,144,1000.0%5,0000.4%Business ServicesAPDAir Products and Chemicals$1,128,2400.0%4,0000.4%Basic MaterialsPCORProcore Technologies$1,028,0110.0%15,0250.4%Computer and TechnologyVZVerizon Communications$973,5750.0%22,5000.4%Computer and TechnologyAAONAAON$958,750$958,750 ▲New Holding13,0000.4%ConstructionRYANRyan Specialty$903,2470.0%13,2850.4%FinanceBDXBecton, Dickinson and Company$861,2500.0%5,0000.3%MedicalWSTWest Pharmaceutical Services$809,5600.0%3,7000.3%MedicalACNAccenture$538,0020.0%1,8000.2%Computer and TechnologyTAT&T$434,1000.0%15,0000.2%Computer and TechnologyPOOLPool$0$1,582,200 ▼-100.0%00.0%Consumer DiscretionaryLANCASTER COLONY CORP$0$920,500 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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