§ 13F · FUND PROFILE
Barbara Oil Co..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $268M (13F)Positions · 78Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$921K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | 102K | $25M | 9.6% | ±0% |
| 2 | JPM | JPMORGAN CHASE & CO | 67K | $20M | 7.6% | ±0% |
| 3 | WMT | WALMART INC | 110K | $14M | 5.3% | −24% |
| 4 | BK | BANK NEW YORK MELLON CORP | 80K | $9M | 3.7% | ±0% |
| 5 | GL | GLOBE LIFE INC | 68K | $9M | 3.6% | ±0% |
| 6 | CAT | CATERPILLAR INC | 13K | $9M | 3.4% | ±0% |
| 7 | XOM | EXXON MOBIL CORP | 52K | $9M | 3.4% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 23K | $9M | 3.3% | +7% |
| 9 | HD | HOME DEPOT INC | 24K | $8M | 3.0% | ±0% |
| 10 | MRK | MERCK & CO INC | 62K | $7M | 2.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARBARA SIGNAL
AC read
Barbara Oil Co. is a Other fund managing $268 million in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed