Barbara Oil Co. Top Holdings and 13F Report (2026)

About Barbara Oil Co.

Investment Activity

Barbara Oil Co. has $259.49 million in total holdings as of March 31, 2026.
Barbara Oil Co. owns shares of 69 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 0.58% of the portfolio was purchased this quarter.
About 5.86% 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 3 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Johnson & Johnson: $24,932,880
JPMorgan Chase & Co.: $19,708,720
WALMART INC: $13,670,800
BANK NEW YORK MELLON CORP: $9,490,400
Globe Life: $9,393,975

Largest New Holdings this Quarter

05464C101 - Axon Enterprise: $719,850 Holding
941848103 - Waters: $201,313 Holding

Largest Purchases this Quarter

Axon Enterprise: 1,695 shares (about $719.85K)
Microsoft: 1,600 shares (about $592.27K)
Waters: 676 shares (about $201.31K)

Largest Sales this Quarter

WALMART INC: 34,000 shares (about $4.23M)
Visa: 3,600 shares (about $1.09M)
Cisco Systems: 8,951 shares (about $694.51K)

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	$24,932,880		0.0%	102,000	9.6%	Medical
JPM JPMorgan Chase & Co.	$19,708,720		0.0%	67,000	7.6%	Finance
WALMART INC	$13,670,800	$4,225,520 â–¼	-23.6%	110,000	5.3%	COM
BANK NEW YORK MELLON CORP	$9,490,400		0.0%	80,000	3.7%	COM
GL Globe Life	$9,393,975		0.0%	67,500	3.6%	Finance
CAT Caterpillar	$8,855,750		0.0%	12,500	3.4%	Industrials
XOM ExxonMobil	$8,738,338		0.0%	51,505	3.4%	Energy
MSFT Microsoft	$8,595,347	$592,272 â–²	7.4%	23,220	3.3%	Computer and Technology
HD Home Depot	$7,893,360		0.0%	24,000	3.0%	Retail/Wholesale
MRK Merck & Co., Inc.	$7,493,466		0.0%	62,295	2.9%	Medical
PG Procter & Gamble	$7,222,000		0.0%	50,000	2.8%	Consumer Staples
TDG Transdigm Group	$5,870,132		0.0%	5,065	2.3%	Aerospace
EMR Emerson Electric	$5,568,350		0.0%	42,500	2.1%	Industrials
LMT Lockheed Martin	$5,137,315		0.0%	8,500	2.0%	Aerospace
CSCO Cisco Systems	$4,655,400	$694,508 â–¼	-13.0%	60,000	1.8%	Computer and Technology
BA Boeing	$4,478,175		0.0%	22,500	1.7%	Aerospace
PFE Pfizer	$4,422,263		0.0%	157,488	1.7%	Medical
ABBV AbbVie	$4,349,800		0.0%	20,000	1.7%	Medical
ITW Illinois Tool Works	$3,904,350		0.0%	15,000	1.5%	Industrials
INTC Intel	$3,751,050		0.0%	85,000	1.4%	Computer and Technology
UNP Union Pacific	$3,639,300		0.0%	15,000	1.4%	Transportation
HON Honeywell International	$3,616,480		0.0%	16,000	1.4%	Multi-Sector Conglomerates
NSC Norfolk Southern	$3,587,500		0.0%	12,500	1.4%	Transportation
AJG Arthur J. Gallagher & Co.	$3,573,570		0.0%	16,500	1.4%	Finance
LHX L3Harris Technologies	$3,451,500		0.0%	10,000	1.3%	Aerospace
GOOG Alphabet	$3,442,320		0.0%	12,000	1.3%	Computer and Technology
APPLIED MATLS INC	$3,417,900		0.0%	10,000	1.3%	COM
MA Mastercard	$3,312,746		0.0%	6,630	1.3%	Business Services
IDXX IDEXX Laboratories	$2,947,113		0.0%	5,245	1.1%	Medical
NVDA NVIDIA	$2,727,616		0.0%	15,640	1.1%	Computer and Technology
ADI Analog Devices	$2,704,190		0.0%	8,500	1.0%	Computer and Technology
AVY Avery Dennison	$2,676,540		0.0%	15,500	1.0%	Industrials
BMY Bristol Myers Squibb	$2,547,300		0.0%	42,000	1.0%	Medical
BWXT BWX Technologies	$2,387,421		0.0%	11,675	0.9%	Aerospace
PGR Progressive	$2,299,584		0.0%	11,600	0.9%	Finance
APH Amphenol	$2,299,570		0.0%	18,200	0.9%	Computer and Technology
CVX Chevron	$2,069,000		0.0%	10,000	0.8%	Energy
UNH UnitedHealth Group	$2,029,425		0.0%	7,500	0.8%	Medical
LYV Live Nation Entertainment	$1,984,155		0.0%	13,010	0.8%	Consumer Discretionary
BAC Bank of America	$1,950,000		0.0%	40,000	0.8%	Finance
TXN Texas Instruments	$1,941,400		0.0%	10,000	0.7%	Computer and Technology
AMZN Amazon.com	$1,832,776		0.0%	8,800	0.7%	Retail/Wholesale
CPRT Copart	$1,819,360		0.0%	54,800	0.7%	Business Services
WSO Watsco	$1,818,950		0.0%	5,000	0.7%	Construction
GWRE Guidewire Software	$1,570,380		0.0%	10,500	0.6%	Computer and Technology
RTX RTX	$1,543,200		0.0%	8,000	0.6%	Aerospace
ABT Abbott Laboratories	$1,540,050		0.0%	15,000	0.6%	Medical
FAST Fastenal	$1,484,800		0.0%	32,000	0.6%	Retail/Wholesale
WFC Wells Fargo & Company	$1,432,980		0.0%	18,000	0.6%	Finance
ORLY O'Reilly Automotive	$1,384,650		0.0%	15,000	0.5%	Retail/Wholesale
CSGP CoStar Group	$1,290,880		0.0%	32,000	0.5%	Computer and Technology
ADBE Adobe	$1,185,015		0.0%	4,875	0.5%	Computer and Technology
ICE Intercontinental Exchange	$1,179,600		0.0%	7,500	0.5%	Finance
APD Air Products and Chemicals	$1,161,960		0.0%	4,000	0.4%	Basic Materials
WM Waste Management	$1,148,950		0.0%	5,000	0.4%	Business Services
VEEV Veeva Systems	$1,137,399		0.0%	6,475	0.4%	Medical
ZTS Zoetis	$1,135,998		0.0%	9,610	0.4%	Medical
VZ Verizon Communications	$1,129,500		0.0%	22,500	0.4%	Computer and Technology
AAON AAON	$1,075,750		0.0%	13,000	0.4%	Construction
META Meta Platforms	$1,075,604		0.0%	1,880	0.4%	Computer and Technology
AMT American Tower	$1,035,480		0.0%	6,000	0.4%	Finance
ADP Automatic Data Processing	$1,015,900		0.0%	5,000	0.4%	Computer and Technology
V Visa	$1,012,504	$1,088,064 â–¼	-51.8%	3,350	0.4%	Business Services
WST West Pharmaceutical Services	$927,368		0.0%	3,700	0.4%	Medical
BDX Becton, Dickinson and Company	$786,150		0.0%	5,000	0.3%	Medical
AXON Axon Enterprise	$719,850	$719,850 â–²	New Holding	1,695	0.3%	Aerospace
BAX Baxter International	$672,000		0.0%	40,000	0.3%	Medical
T AT&T	$434,850		0.0%	15,000	0.2%	Computer and Technology
WAT Waters	$201,313	$201,313 â–²	New Holding	676	0.1%	Medical
DANAHER CORP	$0	$1,476,534 â–¼	-100.0%	0	0.0%	COM
UBER Uber Technologies	$0	$1,470,780 â–¼	-100.0%	0	0.0%	Computer and Technology
INTU Intuit	$0	$1,258,598 â–¼	-100.0%	0	0.0%	Computer and Technology
PCOR Procore Technologies	$0	$1,092,919 â–¼	-100.0%	0	0.0%	Computer and Technology
TYL Tyler Technologies	$0	$1,089,480 â–¼	-100.0%	0	0.0%	Computer and Technology
NOW ServiceNow	$0	$968,927 â–¼	-100.0%	0	0.0%	Computer and Technology
AXON ENTERPRISE INC	$0	$962,641 â–¼	-100.0%	0	0.0%	COM
RYAN Ryan Specialty	$0	$685,905 â–¼	-100.0%	0	0.0%	Finance
SOLSTICE ADVANCED MATLS	$0	$194,320 â–¼	-100.0%	0	0.0%	COM

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 (2026)

About Barbara Oil Co.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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 (2026)

About Barbara Oil Co.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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

Advanced Stock Screeners and Research Tools