Barbara Oil Co.: 13F holdings

CIK 15996702026Q2

Positions73
Reported value$297.2m
Filed2026-08-13

Change since last quarter

Positions73 (+4 vs prior quarter)
Reported value$297.2m (+14.5%)

Top 10 holdings

SecuritySharesValueWeight
JNJ JOHNSON & JOHNSON102,000$25.9m8.7%
JPM JPMORGAN CHASE & CO67,000$21.9m7.4%
CAT CATERPILLAR INC12,500$13.3m4.5%
WMT WALMART INC110,000$12.5m4.2%
GL GLOBE LIFE INC67,500$12.1m4.1%
INTC INTEL CORP85,000$11.9m4.0%
BNY BANK NEW YORK MELLON CORP80,000$11.6m3.9%
MSFT MICROSOFT CORP23,220$8.7m2.9%
HD HOME DEPOT INC24,000$8.5m2.8%
MRK MERCK & CO INC62,295$8.0m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1599670")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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