Barbara Oil Co.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 69.3%; sector active share 37.9% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 23.7% | $68,589,622 |
| Financial Services | 21.1% | $61,127,299 |
| Healthcare | 19.9% | $57,425,469 |
| Technology | 15.2% | $43,936,540 |
| Consumer Defensive | 6.8% | $19,790,600 |
| Consumer Cyclical | 5.0% | $14,459,487 |
| Communication Services | 3.1% | $8,944,356 |
| Energy | 3.0% | $8,699,363 |
| Unclassified | 1.1% | $3,260,559 |
| Real Estate | 0.7% | $1,887,660 |
| Basic Materials | 0.4% | $1,172,720 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AXON | Axon Enterprise, Inc. | +1,695 | 3,390 | $1,900,467 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HON | Honeywell International Inc | −8,000 | 8,000 | $1,791,200 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ADBE | Adobe Inc. | 4,875 | $1,185,015 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 102,000 | $25,904,940 | 8.95% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 67,000 | $21,931,110 | 7.58% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 12,500 | $13,311,250 | 4.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 110,000 | $12,458,600 | 4.31% | |
| GL |
Globe Life Inc.
Financial Services
|
Held | 67,500 | $12,060,900 | 4.17% | |
| INTC |
Intel Corp
Technology
|
Held | 85,000 | $11,868,550 | 4.10% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 80,000 | $11,568,800 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 23,220 | $8,661,524 | 2.99% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 24,000 | $8,464,320 | 2.93% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 62,295 | $8,004,907 | 2.77% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 50,000 | $7,332,000 | 2.53% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 60,000 | $7,047,600 | 2.44% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 51,505 | $7,041,763 | 2.43% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 5,065 | $6,746,782 | 2.33% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 42,500 | $6,083,875 | 2.10% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 20,000 | $5,032,800 | 1.74% | |
| BA |
Boeing Co
Industrials
|
Held | 22,500 | $4,870,575 | 1.68% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 8,500 | $4,330,410 | 1.50% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 12,000 | $4,239,960 | 1.47% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 15,000 | $4,080,000 | 1.41% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 15,000 | $4,057,050 | 1.40% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 12,500 | $3,932,375 | 1.36% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 157,488 | $3,792,311 | 1.31% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Held | 16,500 | $3,787,905 | 1.31% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 6,630 | $3,405,168 | 1.18% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 8,500 | $3,375,945 | 1.17% | |
| APH |
Amphenol Corp
Technology
|
Held | 18,200 | $3,209,024 | 1.11% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 15,640 | $3,129,407 | 1.08% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 7,500 | $3,117,225 | 1.08% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 10,000 | $2,980,700 | 1.03% | |
| LHX |
L3harris Technologies, Inc.
Industrials
|
Held | 10,000 | $2,905,900 | 1.00% | |
| IDXX |
Idexx Laboratories Inc
Healthcare
|
Held | 5,245 | $2,761,177 | 0.95% | |
| PGR |
Progressive Corp
Financial Services
|
Held | 11,600 | $2,534,020 | 0.88% | |
| AVY |
Avery Dennison Corp
Consumer Cyclical
|
Held | 15,500 | $2,516,425 | 0.87% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 42,000 | $2,420,040 | 0.84% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Held | 13,010 | $2,382,261 | 0.82% | |
| BAC |
Bank Of America Corp
Financial Services
|
Held | 40,000 | $2,279,200 | 0.79% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
Held | 11,675 | $2,272,538 | 0.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 8,800 | $2,097,392 | 0.73% | |
| WSO |
Watsco Inc
Industrials
|
Held | 5,000 | $2,083,650 | 0.72% | |
| RSP |
Victory Portfolios II
|
NEW | 9,210 | $1,959,611 | 0.68% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Added | 3,390 | $1,900,467 | 0.66% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 8,000 | $1,791,200 | 0.62% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 8,000 | $1,768,640 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Held | 10,000 | $1,657,600 | 0.57% | |
| AAON |
Aaon, Inc.
Industrials
|
Held | 13,000 | $1,649,180 | 0.57% | |
| CPRT |
Copart Inc
Industrials
|
Held | 54,800 | $1,544,812 | 0.53% | |
| FAST |
Fastenal Co
Industrials
|
Held | 32,000 | $1,536,960 | 0.53% | |
| RTX |
RTX Corp
Industrials
|
Held | 8,000 | $1,517,840 | 0.52% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Held | 18,000 | $1,487,520 | 0.51% |
Showing the top 50 of 72 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.