The Analysis of Barbara Oil Co.'s Holdings


Currently, Barbara Oil Co. holds 75 types of securities in its portfolio with a total value $268.5M. In the most recent quarter, they have increased their positions in META (+1.9K shares, valued at $1.4M), NOW (+1.3K shares, valued at $1.2M), NVDA (+4.5K shares, valued at $839.6K); decreased their positions in IDXX (-3.3K shares, valued at $2.1M), UNH (-4.0K shares, valued at $1.4M), MA (-1.3K shares, valued at $711.0K); initiated new positions in META (+1.9K shares, valued at $1.4M), NOW (+1.3K shares, valued at $1.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
JPM JPMORGAN CHASE & CO67.0K shares0.00%2025-09-302025-11-12history
JNJ JOHNSON & JOHNSON102.0K shares0.00%2025-09-302025-11-12history
WMT WALMART INC144.0K shares0.00%2025-09-302025-11-12history
MSFT MICROSOFT CORP21.6K shares0.00%2025-09-302025-11-12history
HD HOME DEPOT INC24.0K shares0.00%2025-09-302025-11-12history
GL GLOBE LIFE INC67.5K shares0.00%2025-09-302025-11-12history
BK BANK NEW YORK MELLON CORP80.0K shares0.00%2025-09-302025-11-12history
PG PROCTER AND GAMBLE CO50.0K shares0.00%2025-09-302025-11-12history
Sponsored
TDG TRANSDIGM GROUP INC5.1K shares0.00%2025-09-302025-11-12history
CAT CATERPILLAR INC12.5K shares0.00%2025-09-302025-11-12history
XOM EXXON MOBIL CORP51.5K shares0.00%2025-09-302025-11-12history
EMR EMERSON ELEC CO42.5K shares0.00%2025-09-302025-11-12history
MRK MERCK & CO INC62.3K shares0.00%2025-09-302025-11-12history
AJG GALLAGHER ARTHUR J & CO16.5K shares0.00%2025-09-302025-11-12history
BA BOEING CO22.5K shares0.00%2025-09-302025-11-12history
CSCO CISCO SYS INC69.0K shares0.00%2025-09-302025-11-12history
Sponsored
ABBV ABBVIE INC20.0K shares0.00%2025-09-302025-11-12history
LMT LOCKHEED MARTIN CORP8.5K shares0.00%2025-09-302025-11-12history
PFE PFIZER INC157.5K shares0.00%2025-09-302025-11-12history
ITW ILLINOIS TOOL WKS INC15.0K shares0.00%2025-09-302025-11-12history
MA MASTERCARD INCORPORATED6.6K shares-15.86%2025-09-302025-11-12history
NSC NORFOLK SOUTHN CORP12.5K shares0.00%2025-09-302025-11-12history
UNP UNION PAC CORP15.0K shares0.00%2025-09-302025-11-12history
HON HONEYWELL INTL INC16.0K shares0.00%2025-09-302025-11-12history
Sponsored
IDXX IDEXX LABORATORIES INC5.2K shares-38.26%2025-09-302025-11-12history
LHX L3HARRIS TECHNOLOGIES INC10.0K shares0.00%2025-09-302025-11-12history
GOOG ALPHABET INC-CL C12.0K shares0.00%2025-09-302025-11-12history
NVDA NVIDIA CORP15.6K shares40.39%2025-09-302025-11-12history
PGR PROGRESSIVE CORP11.6K shares0.00%2025-09-302025-11-12history
INTC INTEL CORP85.0K shares0.00%2025-09-302025-11-12history
CSGP COSTAR GROUP INC32.0K shares0.00%2025-09-302025-11-12history
UNH UNITEDHEALTH GROUP INC7.5K shares-34.78%2025-09-302025-11-12history
Sponsored
AVY AVERY DENNISON CORP15.5K shares0.00%2025-09-302025-11-12history
CPRT COPART INC54.8K shares0.00%2025-09-302025-11-12history
GWRE GUIDEWIRE SOFTWARE INC10.5K shares0.00%2025-09-302025-11-12history
V VISA INC7.0K shares0.00%2025-09-302025-11-12history
APH AMPHENOL CORP NEW18.2K shares0.00%2025-09-302025-11-12history
BWXT BWX TECHNOLOGIES INC11.7K shares0.00%2025-09-302025-11-12history
LYV LIVE NATION ENTERTAINMENT INC13.0K shares0.00%2025-09-302025-11-12history
ADI ANALOG DEVICES INC8.5K shares0.00%2025-09-302025-11-12history
Sponsored
BAC BANK AMERICA CORP40.0K shares0.00%2025-09-302025-11-12history
APPLIED MATLS INC APPLIED MATLS INC10.0K shares0.00%2025-09-302025-11-12history
WSO WATSCO INC5.0K shares0.00%2025-09-302025-11-12history
ABT ABBOTT LABS15.0K shares0.00%2025-09-302025-11-12history
AMZN AMAZON COM INC8.8K shares0.00%2025-09-302025-11-12history
VEEV VEEVA SYS INC6.5K shares0.00%2025-09-302025-11-12history
BMY BRISTOL-MYERS SQUIBB CO42.0K shares0.00%2025-09-302025-11-12history
TXN TEXAS INSTRS INC10.0K shares0.00%2025-09-302025-11-12history
Sponsored
UBER UBER TECHNOLOGIES INC18.0K shares0.00%2025-09-302025-11-12history
ADBE ADOBE SYSTEMS INC4.9K shares0.00%2025-09-302025-11-12history
ORLY OREILLY AUTOMOTIVE INC15.0K shares0.00%2025-09-302025-11-12history
FAST FASTENAL CO32.0K shares0.00%2025-09-302025-11-12history
CVX CHEVRON CORP NEW10.0K shares0.00%2025-09-302025-11-12history
FI FISERV INC12.0K shares0.00%2025-09-302025-11-12history
WFC WELLS FARGO CO NEW18.0K shares0.00%2025-09-302025-11-12history
ADP AUTOMATIC DATA PROCESSING INC5.0K shares0.00%2025-09-302025-11-12history
Sponsored
AMT AMERICAN TOWER CORP7.4K shares0.00%2025-09-302025-11-12history
ZTS ZOETIS INC9.6K shares0.00%2025-09-302025-11-12history
META META PLATFORMS INC1.9K sharesnew addition2025-09-302025-11-12history
RTX RTX CORPORATION8.0K shares0.00%2025-09-302025-11-12history
CWAN CLEARWATER ANALYTICS HOLDINGS, INC. CLASS A72.4K shares0.00%2025-09-302025-11-12history
INTU INTUIT1.9K shares0.00%2025-09-302025-11-12history
ICE INTERCONTINENTAL EXCHANGE INC7.5K shares0.00%2025-09-302025-11-12history
TYL TYLER TECHNOLOGIES INC2.4K shares0.00%2025-09-302025-11-12history
Sponsored
AAON AAON INC13.0K shares0.00%2025-09-302025-11-12history
NOW SERVICENOW INC1.3K sharesnew addition2025-09-302025-11-12history
WM WASTE MGMT INC DEL5.0K shares0.00%2025-09-302025-11-12history
PCOR PROCORE TECHNOLOGIES INC15.0K shares0.00%2025-09-302025-11-12history
APD AIR PRODS & CHEMS INC4.0K shares0.00%2025-09-302025-11-12history
VZ VERIZON COMMUNICATIONS INC22.5K shares0.00%2025-09-302025-11-12history
WST WEST PHARMACEUTICAL SVSC INC3.7K shares0.00%2025-09-302025-11-12history
BDX BECTON DICKINSON & CO5.0K shares0.00%2025-09-302025-11-12history
Sponsored
BAX BAXTER INTL INC40.0K shares0.00%2025-09-302025-11-12history
RYAN RYAN SPECIALTY HOLDINGS INC13.3K shares0.00%2025-09-302025-11-12history
T AT&T INC15.0K shares0.00%2025-09-302025-11-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available