Barbara Oil Co. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $16.5M, Jpmorgan Chase & CO with a value of $14.1M, Walmart Inc. with a value of $11.6M, Home Depot, Inc. with a value of $9.72M, and Procter & Gamble CO with a value of $8.66M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $226M to 242M.

Barbara Oil Co. is based out at Chicago, IL

Below you can find more details about Barbara Oil Co. portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
Industrials: $55.4 Million
Healthcare: $54.1 Million
Financial Services: $45.1 Million
Technology: $32.1 Million
Consumer Defensive: $21.2 Million
Consumer Cyclical: $16.4 Million
Energy: $7.51 Million
Communication Services: $4.77 Million
Other: $5.33 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $242 Million
  • Prior Value $226 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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