Barbara Oil Co. 13F Holdings · Q2 2026

Name: Barbara Oil 13F Holdings, Q2 2026: 72 Securities, $297M
Creator: ko.io

Barbara Oil Co. reported 72 securities worth $297.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JNJ (8.72%), JPM (7.38%), CAT (4.48%).

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	JNJ	JOHNSON & JOHNSON	$25.9M	8.72%	102,000	Hold
2	JPM	JPMORGAN CHASE & CO	$21.9M	7.38%	67,000	Hold
3	CAT	CATERPILLAR INC	$13.3M	4.48%	12,500	Hold
4	WMT	WALMART INC	$12.5M	4.19%	110,000	Hold
5	GL	GLOBE LIFE INC	$12.1M	4.06%	67,500	Hold
6	INTC	INTEL CORP	$11.9M	3.99%	85,000	Hold
7	BNY	BANK NEW YORK MELLON CORP	$11.6M	3.89%	80,000	Hold
8	MSFT	MICROSOFT CORP	$8.7M	2.93%	23,220	Hold
9	HD	HOME DEPOT INC	$8.5M	2.85%	24,000	Hold
10	MRK	MERCK & CO INC	$8.0M	2.69%	62,295	Hold
11	PG	PROCTER AND GAMBLE CO	$7.3M	2.47%	50,000	Hold
12		APPLIED MATLS INC	$7.2M	2.43%	10,000	Hold
13	CSCO	CISCO SYS INC	$7.0M	2.37%	60,000	Hold
14	XOM	EXXON MOBIL CORP	$7.0M	2.37%	51,505	Hold
15	TDG	TRANSDIGM GROUP INC	$6.7M	2.26%	5,065	Hold
16	EMR	EMERSON ELEC CO	$6.1M	2.05%	42,500	Hold
17	ABBV	ABBVIE INC	$5.0M	1.69%	20,000	Hold
18	BA	BOEING CO	$4.9M	1.64%	22,500	Hold
19	LMT	LOCKHEED MARTIN CORP	$4.3M	1.46%	8,500	Hold
20	GOOG	ALPHABET INC-CL C	$4.3M	1.43%	12,000	Hold
21	ITW	ILLINOIS TOOL WKS INC	$4.1M	1.37%	15,000	Hold
22	UNP	UNION PAC CORP	$4.1M	1.37%	15,000	Hold
23	NSC	NORFOLK SOUTHN CORP	$3.9M	1.32%	12,500	Hold
24	PFE	PFIZER INC	$3.8M	1.28%	157,488	Hold
25	AJG	GALLAGHER ARTHUR J & CO	$3.8M	1.27%	16,500	Hold

Source: SEC Form 13F filings · as of 2026-06-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR