13F Insight
DOSSIER · 13F-HR · Q2 2026

Barbara Oil Co.

$297M in tracked AUM across 73 positions as of Q2 2026.

BO
CIK 0001599670 · last filed Jun 30, 2026
Total AUM
$297M
as of Q2 2026
Holdings
73
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Barbara Oil Co. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
JNJ
JOHNSON & JOHNSON
$26M102K8.7%02
JPM
JPMORGAN CHASE & CO
$22M67K7.4%03
CAT
CATERPILLAR INC
$13M13K4.5%04
WMT
WALMART INC
$12M110K4.2%05
GL
GLOBE LIFE INC
$12M68K4.1%06
INTC
INTEL CORP
$12M85K4.0%07
BK
BANK NEW YORK MELLON CORP
$12M80K3.9%08
MSFT
MICROSOFT CORP
$9M23K2.9%09
HD
HOME DEPOT INC
$8M24K2.8%10
MRK
MERCK & CO INC
$8M62K2.7%

Filing history

2026Q2Jun 30
$297M▲ 14.5%
73 positionsView →2026Q1Mar 31
$259M▼ 3.7%
69 positionsView →2025Q4Dec 31
$269M▲ 0.3%
76 positionsView →2025Q3Sep 30
$268M▲ 5.5%
78 positionsView →2025Q2Jun 30
$254M▲ 3.3%
78 positionsLocked2025Q1Mar 31
$246M▲ 2.1%
79 positionsLocked2024Q4Dec 31
$241M▼ 1.4%
80 positionsLocked2024Q3Sep 30
$245M▲ 7.0%
78 positionsLocked2024Q2Jun 30
$229M▼ 3.3%
79 positionsLocked2024Q1Mar 31
$237M▲ 6.5%
79 positionsLocked2023Q4Dec 31
$222M▲ 5.3%
80 positionsLocked2023Q3Sep 30
$211M▼ 3.3%
86 positionsLocked
Showing 12 of 48