BO
| |
Barbara Oil Co.13F | |
| Barbara Oil Co. | |
| Last update 2025-05-13 | 75 Stocks (0 new) |
| Value $246.00 Mil | Turnover 0 % |
Barbara Oil Co. Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ | Johnson & Johnson | 102,000 | 16,915.7 | 0% | 6.870 | 0% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers | |
JPM | JPMorgan Chase & Co | 67,000 | 16,435.1 | -0.74% | 6.670 | -0.05% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
WMT | Walmart Inc | 144,000 | 12,641.8 | 0% | 5.130 | 0% | 0.000 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive | |
GL | Globe Life Inc | 67,500 | 8,891.1 | 0% | 3.610 | 0% | 0.080 | +1.87% | +12.64% | 10,302.2 | Insurance | |
HD | The Home Depot Inc | 24,000 | 8,795.8 | 0% | 3.570 | 0% | 0.000 | +6.25% | -2.03% | 374,441.1 | Retail - Cyclical | |
PG | Procter & Gamble Co | 50,000 | 8,521.0 | 0% | 3.460 | 0% | 0.000 | -3.84% | -3.77% | 371,094.1 | Consumer Packaged Goods | |
MSFT | Microsoft Corp | 21,620 | 8,115.9 | 0% | 3.300 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
TDG | TransDigm Group Inc | 5,065 | 7,006.4 | 0% | 2.850 | 0% | 0.010 | +18.18% | +26.08% | 89,741.0 | Aerospace & Defense | |
BK | Bank of New York Mellon Corp | 80,000 | 6,709.6 | 0% | 2.720 | 0% | 0.010 | +28.17% | +31.20% | 70,263.2 | Banks | |
XOM | Exxon Mobil Corp | 51,505 | 6,125.5 | 0% | 2.490 | 0% | 0.000 | +3.33% | +4.06% | 473,758.6 | Oil & Gas |
Barbara Oil Co.'s Historical Top Holdings Breakdowns
Barbara Oil Co.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ULTA | Ulta Beauty Inc | 2025-03-31 | Sold Out Sold Out | -0.45% | 314.47 ($381.12) 431.35 | $508.10 | 33.32% | Sold Out | 0 | -2,500 | |
BWXT | BWX Technologies Inc | 2025-03-31 | Add Add | +0.24% | 96.59 ($108.51) 128.46 | $143.37 | 32.13% | Add 104.82% | 11,675 | 5,975 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.05% | 225.19 ($254.94) 279.95 | $296.76 | 16.40% | Reduce -0.74% | 67,000 | -500 | |
CWAN | Clearwater Analytics Holdings Inc | 2024-12-31 | New Buy New Buy | +0.43% | 24.92 ($28.43) 32.79 | $21.30 | -25.08% | New holding | 37,730 | 37,730 | |
JBHT | JB Hunt Transport Services Inc | 2024-12-31 | Sold Out Sold Out | -0.35% | 164.22 ($178.88) 197.19 | $149.84 | -16.23% | Sold Out | 0 | -5,000 | |
TDG | TransDigm Group Inc | 2024-12-31 | Reduce Reduce | -0.29% | 1239 ($1315.74) 1442.53 | $1,597.75 | 21.43% | Reduce -8.98% | 5,065 | -500 | |
MSFT | Microsoft Corp | 2024-12-31 | Add Add | +0.28% | 406.35 ($426.03) 454.46 | $505.87 | 18.74% | Add 8.1% | 21,620 | 1,620 | |
BWXT | BWX Technologies Inc | 2024-12-31 | New Buy New Buy | +0.26% | 111.39 ($122.36) 133.28 | $143.37 | 17.17% | New holding | 5,700 | 5,700 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Add Add | +0.05% | 205.23 ($233.33) 250.29 | $296.76 | 27.18% | Add 0.75% | 67,500 | 500 | |
DXCM | DexCom Inc | 2024-09-30 | Sold Out Sold Out | -0.76% | 64 ($82.12) 116.06 | $86.43 | 5.25% | Sold Out | 0 | -15,400 |
Barbara Oil Co. Total Holding History ($B)
Barbara Oil Co.'s Asset Allocation
Barbara Oil Co. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Barbara Oil Co.'s Hypothetical Growth since 2025-03-31
Barbara Oil Co.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Barbara Oil Co.'s Holdings Heat Map
Size field:
Barbara Oil Co.'s Holdings Bubble Chart
Barbara Oil Co. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers