Barbara Oil as of Dec. 31, 2024
Portfolio Holdings for Barbara Oil
Barbara Oil holds 76 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 6.7 | $16M | 68k | 237.93 | |
| Johnson & Johnson (JNJ) | 6.1 | $15M | 102k | 144.62 | |
| Wal-Mart Stores (WMT) | 5.4 | $13M | 144k | 90.35 | |
| Home Depot (HD) | 3.9 | $9.3M | 24k | 388.99 | |
| Microsoft Corporation (MSFT) | 3.8 | $9.1M | 22k | 421.50 | |
| Procter & Gamble Company (PG) | 3.5 | $8.4M | 50k | 167.65 | |
| Globe Life (GL) | 3.1 | $7.5M | 68k | 111.52 | |
| TransDigm Group Incorporated (TDG) | 2.7 | $6.4M | 5.1k | 1267.28 | |
| Merck & Co (MRK) | 2.6 | $6.2M | 62k | 99.48 | |
| Bank of New York Mellon Corporation (BK) | 2.5 | $6.1M | 80k | 76.83 | |
| UnitedHealth (UNH) | 2.4 | $5.8M | 12k | 505.86 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $5.5M | 52k | 107.57 | |
| Emerson Electric (EMR) | 2.2 | $5.3M | 43k | 123.93 | |
| Arthur J. Gallagher & Co. (AJG) | 1.9 | $4.7M | 17k | 283.85 | |
| Caterpillar (CAT) | 1.9 | $4.5M | 13k | 362.76 | |
| Pfizer (PFE) | 1.7 | $4.2M | 158k | 26.53 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $4.1M | 7.9k | 526.57 | |
| Lockheed Martin Corporation (LMT) | 1.7 | $4.1M | 8.5k | 485.94 | |
| Cisco Systems (CSCO) | 1.7 | $4.1M | 69k | 59.20 | |
| Boeing Company (BA) | 1.7 | $4.0M | 23k | 177.00 | |
| Illinois Tool Works (ITW) | 1.6 | $3.8M | 15k | 253.56 | |
| Honeywell International (HON) | 1.5 | $3.6M | 16k | 225.89 | |
| Abbvie (ABBV) | 1.5 | $3.6M | 20k | 177.70 | |
| IDEXX Laboratories (IDXX) | 1.5 | $3.5M | 8.5k | 413.44 | |
| Union Pacific Corporation (UNP) | 1.4 | $3.4M | 15k | 228.04 | |
| Copart (CPRT) | 1.3 | $3.1M | 55k | 57.39 | |
| Norfolk Southern (NSC) | 1.2 | $2.9M | 13k | 234.70 | |
| Avery Dennison Corporation (AVY) | 1.2 | $2.9M | 16k | 187.13 | |
| Progressive Corporation (PGR) | 1.2 | $2.8M | 12k | 239.61 | |
| Fiserv (FI) | 1.0 | $2.5M | 12k | 205.42 | |
| Bristol Myers Squibb (BMY) | 1.0 | $2.4M | 42k | 56.56 | |
| Watsco, Incorporated (WSO) | 1.0 | $2.4M | 5.0k | 473.89 | |
| CoStar (CSGP) | 0.9 | $2.3M | 32k | 71.59 | |
| Alphabet Inc-cl C Cap Stk Cl C (GOOG) | 0.9 | $2.3M | 12k | 190.44 | |
| Visa Com Cl A (V) | 0.9 | $2.2M | 7.0k | 316.04 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $2.2M | 4.9k | 444.68 | |
| L3harris Technologies (LHX) | 0.9 | $2.1M | 10k | 210.28 | |
| Amazon (AMZN) | 0.8 | $1.9M | 8.8k | 219.39 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $1.9M | 10k | 187.51 | |
| Analog Devices (ADI) | 0.7 | $1.8M | 8.5k | 212.46 | |
| Guidewire Software (GWRE) | 0.7 | $1.8M | 11k | 168.58 | |
| Bank of America Corporation (BAC) | 0.7 | $1.8M | 40k | 43.95 | |
| Intel Corporation (INTC) | 0.7 | $1.7M | 85k | 20.05 | |
| Abbott Laboratories (ABT) | 0.7 | $1.7M | 15k | 113.11 | |
| Pool Corporation (POOL) | 0.7 | $1.7M | 5.0k | 340.94 | |
| Live Nation Entertainment (LYV) | 0.7 | $1.7M | 13k | 129.50 | |
| Applied Materials | 0.7 | $1.6M | 10k | 162.63 | |
| Zoetis Cl A (ZTS) | 0.6 | $1.6M | 9.6k | 162.93 | |
| NVIDIA Corporation (NVDA) | 0.6 | $1.5M | 11k | 134.29 | |
| Automatic Data Processing (ADP) | 0.6 | $1.5M | 5.0k | 292.73 | |
| Chevron Corporation (CVX) | 0.6 | $1.4M | 10k | 144.84 | |
| Tyler Technologies (TYL) | 0.6 | $1.4M | 2.4k | 576.64 | |
| Veeva Sys Cl A Com (VEEV) | 0.6 | $1.4M | 6.5k | 210.25 | |
| American Tower Reit (AMT) | 0.6 | $1.4M | 7.4k | 183.41 | |
| Wells Fargo & Company (WFC) | 0.5 | $1.3M | 18k | 70.24 | |
| Amphenol Corp Cl A (APH) | 0.5 | $1.3M | 18k | 69.45 | |
| West Pharmaceutical Services (WST) | 0.5 | $1.2M | 3.7k | 327.56 | |
| Intuit (INTU) | 0.5 | $1.2M | 1.9k | 628.50 | |
| O'reilly Automotive (ORLY) | 0.5 | $1.2M | 1.0k | 1185.80 | |
| Baxter International (BAX) | 0.5 | $1.2M | 40k | 29.16 | |
| Air Products & Chemicals (APD) | 0.5 | $1.2M | 4.0k | 290.04 | |
| Fastenal Company (FAST) | 0.5 | $1.2M | 16k | 71.91 | |
| Becton, Dickinson and (BDX) | 0.5 | $1.1M | 5.0k | 226.87 | |
| Procore Technologies (PCOR) | 0.5 | $1.1M | 15k | 74.93 | |
| Intercontinental Exchange (ICE) | 0.5 | $1.1M | 7.5k | 149.01 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.5 | $1.1M | 2.5k | 434.93 | |
| Uber Technologies (UBER) | 0.5 | $1.1M | 18k | 60.32 | |
| Clearwater Analytics Holdings, Inc. Class A Cl A (CWAN) | 0.4 | $1.0M | 38k | 27.52 | |
| Waste Management (WM) | 0.4 | $1.0M | 5.0k | 201.79 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $926k | 8.0k | 115.72 | |
| Lancaster Colony (MZTI) | 0.4 | $911k | 5.3k | 173.14 | |
| Verizon Communications (VZ) | 0.4 | $900k | 23k | 39.99 | |
| Ryan Specialty Holdings Cl A (RYAN) | 0.4 | $852k | 13k | 64.16 | |
| Bwx Technologies (BWXT) | 0.3 | $635k | 5.7k | 111.39 | |
| Accenture Plc Ireland Shs Cl A (ACN) | 0.3 | $633k | 1.8k | 351.79 | |
| At&t (T) | 0.1 | $342k | 15k | 22.77 |