Barbara Oil Co. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $16.9M, Jpmorgan Chase & CO with a value of $16.4M, Walmart Inc. with a value of $12.6M, Globe Life Inc. with a value of $8.89M, and Home Depot, Inc. with a value of $8.8M.

Examining the 13F form we can see an increase of $4.94M in the current position value, from $239M to 244M.

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 $244 Million
Financial Services: $53 Million
Industrials: $52.1 Million
Healthcare: $51.2 Million
Technology: $32.1 Million
Consumer Defensive: $22.1 Million
Consumer Cyclical: $15 Million
Energy: $7.8 Million
Communication Services: $5.02 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 79
  • Current Value $244 Million
  • Prior Value $239 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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