Barbara Oil Co.

Est. AUM

$259.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JOHNSON & JOHNSON	COM	$24.9M	102000	9.61%	OTR
2	JPMORGAN CHASE & CO	COM	$19.7M	67000	7.60%	OTR
3	WALMART INC	COM	$13.7M	110000	5.27%	OTR
4	BANK NEW YORK MELLON CORP	COM	$9.5M	80000	3.66%	OTR
5	GLOBE LIFE INC	COM	$9.4M	67500	3.62%	OTR
6	CATERPILLAR INC	COM	$8.9M	12500	3.41%	OTR
7	EXXON MOBIL CORP	COM	$8.7M	51505	3.37%	OTR
8	MICROSOFT CORP	COM	$8.6M	23220	3.31%	OTR
9	HOME DEPOT INC	COM	$7.9M	24000	3.04%	OTR
10	MERCK & CO INC	COM	$7.5M	62295	2.89%	OTR
11	PROCTER AND GAMBLE CO	COM	$7.2M	50000	2.78%	OTR
12	TRANSDIGM GROUP INC	COM	$5.9M	5065	2.26%	OTR
13	EMERSON ELEC CO	COM	$5.6M	42500	2.15%	OTR
14	LOCKHEED MARTIN CORP	COM	$5.1M	8500	1.98%	OTR
15	CISCO SYS INC	COM	$4.7M	60000	1.79%	OTR
16	BOEING CO	COM	$4.5M	22500	1.73%	OTR
17	PFIZER INC	COM	$4.4M	157488	1.70%	OTR
18	ABBVIE INC	COM	$4.3M	20000	1.68%	OTR
19	ILLINOIS TOOL WKS INC	COM	$3.9M	15000	1.50%	OTR
20	INTEL CORP	COM	$3.8M	85000	1.45%	OTR
21	UNION PAC CORP	COM	$3.6M	15000	1.40%	OTR
22	HONEYWELL INTL INC	COM	$3.6M	16000	1.39%	OTR
23	NORFOLK SOUTHN CORP	COM	$3.6M	12500	1.38%	OTR
24	GALLAGHER ARTHUR J & CO	COM	$3.6M	16500	1.38%	OTR
25	L3HARRIS TECHNOLOGIES INC	COM	$3.5M	10000	1.33%	OTR
26	ALPHABET INC-CL C	CAP STK CL C	$3.4M	12000	1.33%	OTR
27	APPLIED MATLS INC	COM	$3.4M	10000	1.32%	OTR
28	MASTERCARD INCORPORATED	CL A	$3.3M	6630	1.28%	OTR
29	IDEXX LABORATORIES INC	COM	$2.9M	5245	1.14%	OTR
30	NVIDIA CORP	COM	$2.7M	15640	1.05%	OTR
31	ANALOG DEVICES INC	COM	$2.7M	8500	1.04%	OTR
32	AVERY DENNISON CORP	COM	$2.7M	15500	1.03%	OTR
33	BRISTOL-MYERS SQUIBB CO	COM	$2.5M	42000	0.98%	OTR
34	BWX TECHNOLOGIES INC	COM	$2.4M	11675	0.92%	OTR
35	PROGRESSIVE CORP	COM	$2.3M	11600	0.89%	OTR
36	AMPHENOL CORP NEW	CL A	$2.3M	18200	0.89%	OTR
37	CHEVRON CORP NEW	COM	$2.1M	10000	0.80%	OTR
38	UNITEDHEALTH GROUP INC	COM	$2.0M	7500	0.78%	OTR
39	LIVE NATION ENTERTAINMENT INC	COM	$2.0M	13010	0.76%	OTR
40	BANK AMERICA CORP	COM	$1.9M	40000	0.75%	OTR
41	TEXAS INSTRS INC	COM	$1.9M	10000	0.75%	OTR
42	AMAZON COM INC	COM	$1.8M	8800	0.71%	OTR
43	COPART INC	COM	$1.8M	54800	0.70%	OTR
44	WATSCO INC	COM	$1.8M	5000	0.70%	OTR
45	GUIDEWIRE SOFTWARE INC	COM	$1.6M	10500	0.61%	OTR
46	RTX CORPORATION	COM	$1.5M	8000	0.59%	OTR
47	ABBOTT LABS	COM	$1.5M	15000	0.59%	OTR
48	FASTENAL CO	COM	$1.5M	32000	0.57%	OTR
49	WELLS FARGO CO NEW	COM	$1.4M	18000	0.55%	OTR
50	OREILLY AUTOMOTIVE INC	COM	$1.4M	15000	0.53%	OTR

1–50 of 69

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.