Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Barbara Oil Co. (CIK 1599670) reported $259.5M across 68 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JNJ ($24.9M, 9.61%), JPM ($19.7M, 7.60%), WMT ($13.7M, 5.27%), BK ($9.5M, 3.66%), GL ($9.4M, 3.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $24.9M | 9.61% | 102,000 | Hold |
| 2 | JPM | JPMORGAN CHASE & CO | $19.7M | 7.60% | 67,000 | Hold |
| 3 | WMT | WALMART INC | $13.7M | 5.27% | 110,000 | Trimmed |
| 4 | BK | BANK NEW YORK MELLON CORP | $9.5M | 3.66% | 80,000 | Hold |
| 5 | GL | GLOBE LIFE INC | $9.4M | 3.62% | 67,500 | Hold |
| 6 | CAT | CATERPILLAR INC | $8.9M | 3.41% | 12,500 | Hold |
| 7 | XOM | EXXON MOBIL CORP | $8.7M | 3.37% | 51,505 | Hold |
| 8 | MSFT | MICROSOFT CORP | $8.6M | 3.31% | 23,220 | Added |
| 9 | HD | HOME DEPOT INC | $7.9M | 3.04% | 24,000 | Hold |
| 10 | MRK | MERCK & CO INC | $7.5M | 2.89% | 62,295 | Hold |
| 11 | PG | PROCTER AND GAMBLE CO | $7.2M | 2.78% | 50,000 | Hold |
| 12 | TDG | TRANSDIGM GROUP INC | $5.9M | 2.26% | 5,065 | Hold |
| 13 | EMR | EMERSON ELEC CO | $5.6M | 2.15% | 42,500 | Hold |
| 14 | LMT | LOCKHEED MARTIN CORP | $5.1M | 1.98% | 8,500 | Hold |
| 15 | CSCO | CISCO SYS INC | $4.7M | 1.79% | 60,000 | Trimmed |
| 16 | BA | BOEING CO | $4.5M | 1.73% | 22,500 | Hold |
| 17 | PFE | PFIZER INC | $4.4M | 1.70% | 157,488 | Hold |
| 18 | ABBV | ABBVIE INC | $4.3M | 1.68% | 20,000 | Hold |
| 19 | ITW | ILLINOIS TOOL WKS INC | $3.9M | 1.50% | 15,000 | Hold |
| 20 | INTC | INTEL CORP | $3.8M | 1.45% | 85,000 | Hold |
| 21 | UNP | UNION PAC CORP | $3.6M | 1.40% | 15,000 | Hold |
| 22 | HON | HONEYWELL INTL INC | $3.6M | 1.39% | 16,000 | Hold |
| 23 | NSC | NORFOLK SOUTHN CORP | $3.6M | 1.38% | 12,500 | Hold |
| 24 | AJG | GALLAGHER ARTHUR J & CO | $3.6M | 1.38% | 16,500 | Hold |
| 25 | GOOG | ALPHABET INC-CL C | $3.4M | 1.33% | 12,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31