Fund HoldingsBarbara Oil Co.

Total Portfolio Value
$236.62M
Total Bought
$4.47M
Total Sold
$3.46M
Net Transaction
+$1.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
APPLIED MATLS INC010,000+10,00002,0620.87%+2,062
JPMORGAN CHASE & CO(JPM)67,00067,000011,39713,4205.67%+2,023
MERCK & CO INC(MRK)62,29562,29506,7918,2203.47%+1,428
TRANSDIGM GROUP INC(TDG)5,5655,56505,6306,8542.90%+1,224
WALMART INC(WMT)48,000144,000+96,0007,5678,6643.66%+1,097
MICROSOFT CORP(MSFT)20,00020,00007,5218,4143.56%+894
HOME DEPOT INC(HD)24,00024,00008,3179,2063.89%+889
CATERPILLAR INC(CAT)12,50012,50003,6964,5801.94%+885
PROCTER AND GAMBLE CO(PG)50,00050,00007,3278,1133.43%+786
EXXON MOBIL CORP45,00045,00004,4995,2312.21%+732
EMERSON ELEC CO(EMR)42,50042,50004,1374,8202.04%+684
MASTERCARD INCORPORATED(MA)10,60010,60004,5215,1052.16%+584
PROGRESSIVE CORP(PGR)11,60011,60001,8482,3991.01%+551
ABBVIE INC(ABBV)20,00020,00003,0993,6421.54%+543
UBER TECHNOLOGIES INC(UBER)07,000+7,00005390.23%+539
COPART INC(CPRT)54,80054,80002,6853,1741.34%+489
BANK NEW YORK MELLON CORP80,00080,00004,1644,6101.95%+446
LIVE NATION ENTERTAINMENT INC(LYV)10,01013,010+3,0009371,3760.58%+439
GALLAGHER ARTHUR J & CO(AJG)16,50016,50003,7114,1261.74%+415
POOL CORP(POOL)2,4253,225+8009671,3010.55%+334
AVERY DENNISON CORP15,50015,50003,1333,4601.46%+327
FISERV INC(FISV)12,00012,00001,5941,9180.81%+324
COSTAR GROUP INC(CSGP)32,00032,00002,7963,0911.31%+295
AMAZON COM INC(AMZN)8,8008,80001,3371,5870.67%+250
VEEVA SYSTEMS INC(VEEV)6,1806,18001,1901,4320.61%+242
NORFOLK SOUTHN CORP(NSC)12,50012,50002,9553,1861.35%+231
DEXCOM INC(DXCM)15,40015,40001,9112,1360.90%+225
FASTENAL CO(FAST)16,00016,00001,0361,2340.52%+198
ALIGN TECHNOLOGY INC3,4753,47509521,1400.48%+187
OREILLY AUTOMOTIVE INC(ORLY)1,0001,00009501,1290.48%+179
WASTE MGMT INC DEL(WM)5,0005,00008961,0660.45%+170
BANK AMERICA CORP40,00040,00001,3471,5170.64%+170
RYAN SPECIALTY HOLDINGS INC(RYAN)13,28513,28505727370.31%+166
BAXTER INTL INC40,00040,00001,5461,7100.72%+163
WEST PHARMACEUTICAL SVSC INC(WST)3,7003,70001,3031,4640.62%+161
WELLS FARGO CO NEW(WFC)18,00018,00008861,0430.44%+157
JOHNSON & JOHNSON(JNJ)102,000102,000015,98716,1356.82%+148
AMPHENOL CORP NEW9,1009,10009021,0500.44%+148
ALPHABET INC-CL C(GOOG)12,00012,00001,6911,8270.77%+136
VISA INC(V)6,9506,95001,8091,9400.82%+130
BRISTOL-MYERS SQUIBB CO(BMY)42,00042,00002,1552,2780.96%+123
RTX CORPORATION(RTX)8,0008,00006737800.33%+107
PIONEER NAT RES CO2,8002,80006307350.31%+105
ILLINOIS TOOL WKS INC(ITW)15,00015,00003,9294,0251.70%+96
VERIZON COMMUNICATIONS INC(VZ)22,50022,50008489440.40%+96
CHEVRON CORP NEW(CVX)10,00010,00001,4921,5770.67%+86
AUTOMATIC DATA PROCESSING INC5,0005,00001,1651,2490.53%+84
ULTA BEAUTY INC(ULTA)2,5002,50001,2251,3070.55%+82
GUIDEWIRE SOFTWARE INC(GWRE)10,50010,50001,1451,2250.52%+81
INTERCONTINENTAL EXCHANGE INC(ICE)7,5007,50009631,0310.44%+68
ABBOTT LABS15,00015,00001,6511,7050.72%+54
INTUIT(INTU)1,9001,90001,1881,2350.52%+47
TEXAS INSTRS INC(TXN)10,00010,00001,7051,7420.74%+38
L3HARRIS TECHNOLOGIES INC(LHX)10,00010,00002,1062,1310.90%+25
BECTON DICKINSON & CO(BDX)5,0005,00001,2191,2370.52%+18
WATSCO INC(WSO)5,0005,00002,1422,1600.91%+18
TYLER TECHNOLOGIES INC(TYL)2,4002,40001,0031,0200.43%+17
LOCKHEED MARTIN CORP(LMT)8,5008,50003,8533,8661.63%+14
AT&T INC(T)15,00015,00002522640.11%+12
UNION PAC CORP(UNP)15,00015,00003,6843,6891.56%+5
HUNT JB TRANS SVCS INC(JBHT)5,0005,00009999960.42%-2
ANALOG DEVICES INC(ADI)8,5008,50001,6881,6810.71%-7
ACCENTURE PLC IRELAND
SHS CLASS A
1,8001,80006326240.26%-8
CISCO SYS INC(CSCO)68,95168,95103,4833,4411.45%-42
POWERSCHOOL HOLDINGS INC22,82022,82005384860.21%-52
HONEYWELL INTL INC(HON)16,00016,00003,3553,2841.39%-71
AMERICAN TOWER CORP(AMT)6,0006,00001,2951,1860.50%-110
NEOGEN CORP(NEOG)25,87025,87005204080.17%-112
AIR PRODS & CHEMS INC4,0004,00001,0959690.41%-126
IDEXX LABS INC(IDXX)8,4958,49504,7154,5871.94%-128
PFIZER INC(PFE)157,488157,48804,5344,3701.85%-164
ZOETIS INC(ZTS)9,6109,61001,8971,6260.69%-271
GLOBE LIFE INC67,50067,50008,2167,8553.32%-361
UNITEDHEALTH GROUP INC(UNH)11,50011,50006,0545,6892.40%-365
ADOBE SYSTEMS INC(ADBE)4,8754,87502,9082,4601.04%-448
INTEL CORP(INTC)85,00085,00004,2713,7541.59%-517
KENVUE INC(KVUE)36,2700-36,2707810-781
DEERE & CO(DE)2,6400-2,6401,0560-1,056
BOEING CO(BA)22,50022,50005,8654,3421.84%-1,523
APPLIED MATLS INC10,0000-10,0001,6210-1,621
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