Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,870,575
+$392,400 QoQ
Shares Held
22,500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#594
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Barbara Oil Co. holds $26,313,152 across 8 Aerospace & Defense names. BA ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
5,065 | $6,746,782 | |
| 2 | BA |
Boeing Co
This page
|
22,500 | $4,870,575 | |
| 3 | LMT |
Lockheed Martin Corp
|
8,500 | $4,330,410 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
10,000 | $2,905,900 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
11,675 | $2,272,538 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
3,390 | $1,900,467 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
8,000 | $1,768,640 | |
| 8 | RTX |
RTX Corp
|
8,000 | $1,517,840 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,870,575 | 22,500 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $4,478,175 | 22,500 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,885,200 | 22,500 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,856,175 | 22,500 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $4,714,425 | 22,500 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,837,375 | 22,500 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $3,982,500 | 22,500 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $3,420,900 | 22,500 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,095,225 | 22,500 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,342,275 | 22,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,864,850 | 22,500 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,312,800 | 22,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,751,100 | 22,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,779,675 | 22,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,286,025 | 22,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,724,300 | 22,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,076,200 | 22,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,308,750 | 22,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,529,700 | 22,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,948,650 | 22,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,390,100 | 22,500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,731,200 | 22,500 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,816,350 | 22,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,718,350 | 22,500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,124,250 | 22,500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,355,650 | 22,500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||