Barbara Oil Co. Top Holdings and 13F Report (2025)

About Barbara Oil Co.

Investment Activity

Barbara Oil Co. has $246.23 million in total holdings as of March 31, 2025.
Barbara Oil Co. owns shares of 75 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 0.24% of the portfolio was purchased this quarter.
About 0.49% of the portfolio was sold this quarter.
This quarter, Barbara Oil Co. has purchased 76 new stocks and bought additional shares in 1 stock.
Barbara Oil Co. sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

Johnson & Johnson: $16,915,680
JPMorgan Chase & Co.: $16,435,100
Walmart: $12,641,760
Globe Life: $8,891,100
Home Depot: $8,795,760

Largest Purchases this Quarter

BWX Technologies: 5,975 shares (about $589.43K)

Largest Sales this Quarter

JPMorgan Chase & Co.: 500 shares (about $122.65K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
JNJ Johnson & Johnson	$16,915,680		0.0%	102,000	6.9%	Medical
JPM JPMorgan Chase & Co.	$16,435,100	$122,650 ▼	-0.7%	67,000	6.7%	Finance
WMT Walmart	$12,641,760		0.0%	144,000	5.1%	Retail/Wholesale
GL Globe Life	$8,891,100		0.0%	67,500	3.6%	Finance
HD Home Depot	$8,795,760		0.0%	24,000	3.6%	Retail/Wholesale
PG Procter & Gamble	$8,521,000		0.0%	50,000	3.5%	Consumer Staples
MSFT Microsoft	$8,115,932		0.0%	21,620	3.3%	Computer and Technology
TDG TransDigm Group	$7,006,364		0.0%	5,065	2.8%	Aerospace
BK Bank of New York Mellon	$6,709,600		0.0%	80,000	2.7%	Finance
XOM Exxon Mobil	$6,125,490		0.0%	51,505	2.5%	Energy
UNH UnitedHealth Group	$6,023,125		0.0%	11,500	2.4%	Medical
AJG Arthur J. Gallagher & Co.	$5,696,460		0.0%	16,500	2.3%	Finance
MRK Merck & Co., Inc.	$5,591,599		0.0%	62,295	2.3%	Medical
EMR Emerson Electric	$4,659,700		0.0%	42,500	1.9%	Industrials
MA Mastercard	$4,319,186		0.0%	7,880	1.8%	Business Services
CSCO Cisco Systems	$4,254,966		0.0%	68,951	1.7%	Computer and Technology
ABBV AbbVie	$4,190,400		0.0%	20,000	1.7%	Medical
CAT Caterpillar	$4,122,500		0.0%	12,500	1.7%	Industrials
PFE Pfizer	$3,990,745		0.0%	157,488	1.6%	Medical
BA Boeing	$3,837,375		0.0%	22,500	1.6%	Aerospace
LMT Lockheed Martin	$3,797,035		0.0%	8,500	1.5%	Aerospace
ITW Illinois Tool Works	$3,720,150		0.0%	15,000	1.5%	Industrials
IDXX IDEXX Laboratories	$3,567,475		0.0%	8,495	1.4%	Medical
UNP Union Pacific	$3,543,600		0.0%	15,000	1.4%	Transportation
HON Honeywell International	$3,388,000		0.0%	16,000	1.4%	Multi-Sector Conglomerates
PGR Progressive	$3,282,916		0.0%	11,600	1.3%	Finance
CPRT Copart	$3,101,132		0.0%	54,800	1.3%	Business Services
NSC Norfolk Southern	$2,960,625		0.0%	12,500	1.2%	Transportation
AVY Avery Dennison	$2,758,535		0.0%	15,500	1.1%	Industrials
FI Fiserv	$2,649,960		0.0%	12,000	1.1%	Business Services
BMY Bristol-Myers Squibb	$2,561,580		0.0%	42,000	1.0%	Medical
WSO Watsco	$2,541,500		0.0%	5,000	1.0%	Construction
CSGP CoStar Group	$2,535,360		0.0%	32,000	1.0%	Computer and Technology
V Visa	$2,435,697		0.0%	6,950	1.0%	Business Services
LHX L3Harris Technologies	$2,093,100		0.0%	10,000	0.9%	Aerospace
ABT Abbott Laboratories	$1,989,750		0.0%	15,000	0.8%	Medical
GWRE Guidewire Software	$1,967,280		0.0%	10,500	0.8%	Computer and Technology
INTC Intel	$1,930,350		0.0%	85,000	0.8%	Computer and Technology
GOOG Alphabet	$1,874,760		0.0%	12,000	0.8%	Computer and Technology
ADBE Adobe	$1,869,709		0.0%	4,875	0.8%	Computer and Technology
TXN Texas Instruments	$1,797,000		0.0%	10,000	0.7%	Computer and Technology
ADI Analog Devices	$1,714,195		0.0%	8,500	0.7%	Computer and Technology
LYV Live Nation Entertainment	$1,698,846		0.0%	13,010	0.7%	Consumer Discretionary
AMZN Amazon.com	$1,674,288		0.0%	8,800	0.7%	Retail/Wholesale
CVX Chevron	$1,672,900		0.0%	10,000	0.7%	Energy
BAC Bank of America	$1,669,200		0.0%	40,000	0.7%	Finance
AMT American Tower	$1,614,592		0.0%	7,420	0.7%	Finance
ZTS Zoetis	$1,582,287		0.0%	9,610	0.6%	Medical
POOL Pool	$1,582,200		0.0%	4,970	0.6%	Consumer Discretionary
ADP Automatic Data Processing	$1,527,650		0.0%	5,000	0.6%	Business Services
VEEV Veeva Systems	$1,499,804		0.0%	6,475	0.6%	Medical
APPLIED MATLS INC	$1,451,200		0.0%	10,000	0.6%	COM
ORLY O'Reilly Automotive	$1,432,580		0.0%	1,000	0.6%	Retail/Wholesale
TYL Tyler Technologies	$1,395,336		0.0%	2,400	0.6%	Computer and Technology
BAX Baxter International	$1,369,200		0.0%	40,000	0.6%	Medical
UBER Uber Technologies	$1,311,480		0.0%	18,000	0.5%	Computer and Technology
ICE Intercontinental Exchange	$1,293,750		0.0%	7,500	0.5%	Finance
WFC Wells Fargo & Company	$1,292,220		0.0%	18,000	0.5%	Finance
FAST Fastenal	$1,240,800		0.0%	16,000	0.5%	Retail/Wholesale
NVDA NVIDIA	$1,207,353		0.0%	11,140	0.5%	Computer and Technology
APH Amphenol	$1,193,738		0.0%	18,200	0.5%	Computer and Technology
APD Air Products and Chemicals	$1,179,680		0.0%	4,000	0.5%	Basic Materials
INTU Intuit	$1,166,581		0.0%	1,900	0.5%	Computer and Technology
WM Waste Management	$1,157,550		0.0%	5,000	0.5%	Business Services
BWXT BWX Technologies	$1,151,739	$589,434 ▲	104.8%	11,675	0.5%	Computer and Technology
BDX Becton, Dickinson and Company	$1,145,300		0.0%	5,000	0.5%	Medical
RTX RTX	$1,059,680		0.0%	8,000	0.4%	Aerospace
VZ Verizon Communications	$1,020,600		0.0%	22,500	0.4%	Computer and Technology
CWAN Clearwater Analytics	$1,011,164		0.0%	37,730	0.4%	Computer and Technology
PCOR Procore Technologies	$991,951		0.0%	15,025	0.4%	Computer and Technology
RYAN Ryan Specialty	$981,363		0.0%	13,285	0.4%	Finance
LANC Lancaster Colony	$920,500		0.0%	5,260	0.4%	Consumer Staples
WST West Pharmaceutical Services	$828,356		0.0%	3,700	0.3%	Medical
ACN Accenture	$561,672		0.0%	1,800	0.2%	Computer and Technology
T AT&T	$424,200		0.0%	15,000	0.2%	Computer and Technology
ULTA Ulta Beauty	$0	$1,087,325 ▼	-100.0%	0	0.0%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Barbara Oil Co. Top Holdings and 13F Report (2025)

About Barbara Oil Co.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Barbara Oil Co. Top Holdings and 13F Report (2025)

About Barbara Oil Co.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBarbara Oil Co.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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