Barbara Oil Co. Portfolio Holdings

Barbara Oil Co.

  • $252 Million
  • Q2 2025

Barbara Oil Co. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $19.4M, Johnson & Johnson with a value of $15.6M, Walmart Inc. with a value of $14.1M, Microsoft Corp with a value of $10.8M, and Home Depot, Inc. with a value of $8.8M.

Examining the 13F form we can see an increase of $8.09M in the current position value, from $244M to 252M.

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 $252 Million
Industrials: $56.2 Million
Financial Services: $56 Million
Healthcare: $46.4 Million
Technology: $38.6 Million
Consumer Defensive: $22 Million
Consumer Cyclical: $14.8 Million
Energy: $6.98 Million
Communication Services: $5.5 Million
Other: $5.34 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$1.35 Million 0.54% of portfolio
15,000
Q2 2025 Added 1,400.0%
$8.64B
$1.03 Million 0.41% of portfolio
15,025
Q3 2024 Added 58.66%
$4.41B
$958,000 0.38% of portfolio
13,000
Q2 2025 New
$6.65B
$903,000 0.36% of portfolio
13,285
N/A

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $252 Million
  • Prior Value $244 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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