§ 13F · FUND PROFILE
Barbara Oil Co..
AUM · $297M (13F)Positions · 73Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | 102K | $26M | 8.7% | ±0% |
| 2 | JPM | JPMORGAN CHASE & CO | 67K | $22M | 7.4% | ±0% |
| 3 | CAT | CATERPILLAR INC | 13K | $13M | 4.5% | ±0% |
| 4 | WMT | WALMART INC | 110K | $12M | 4.2% | ±0% |
| 5 | GL | GLOBE LIFE INC | 68K | $12M | 4.1% | ±0% |
| 6 | INTC | INTEL CORP | 85K | $12M | 4.0% | ±0% |
| 7 | BK | BANK NEW YORK MELLON CORP | 80K | $12M | 3.9% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 23K | $9M | 2.9% | ±0% |
| 9 | HD | HOME DEPOT INC | 24K | $8M | 2.8% | ±0% |
| 10 | MRK | MERCK & CO INC | 62K | $8M | 2.7% | ±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 $297 million in assets. The fund runs a portfolio of 73 positions.
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