Fund HoldingsBarbara Oil Co.

Total Portfolio Value
$246.23M
Total Bought
$516.8K
Total Sold
$1.46M
Net Transaction
-$945.0K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
JOHNSON & JOHNSON(JNJ)102,000102,000014,75116,9166.87%+2,164
GLOBE LIFE INC67,50067,50007,5288,8913.61%+1,364
GALLAGHER ARTHUR J & CO(AJG)16,50016,50004,6845,6962.31%+1,013
ABBVIE INC(ABBV)20,00020,00003,5544,1901.70%+636
TRANSDIGM GROUP INC(TDG)5,0655,06506,4197,0062.85%+588
EXXON MOBIL CORP51,50551,50505,5406,1252.49%+585
BANK NEW YORK MELLON CORP80,00080,00006,1466,7102.72%+563
BWX TECHNOLOGIES INC(BWXT)5,70011,675+5,9756351,1520.47%+517
PROGRESSIVE CORP(PGR)11,60011,60002,7793,2831.33%+503
JPMORGAN CHASE & CO(JPM)67,50067,000-50016,06116,4356.67%+375
ABBOTT LABS15,00015,00001,6971,9900.81%+293
AMERICAN TOWER CORP(AMT)7,4207,42001,3611,6150.66%+254
OREILLY AUTOMOTIVE INC(ORLY)1,0001,00001,1861,4330.58%+247
COSTAR GROUP INC(CSGP)32,00032,00002,2912,5351.03%+244
VISA INC(V)6,9506,95002,1962,4360.99%+239
INTEL CORP(INTC)85,00085,00001,7041,9300.78%+226
UBER TECHNOLOGIES INC(UBER)18,00018,00001,0861,3110.53%+226
CHEVRON CORP NEW(CVX)10,00010,00001,4481,6730.68%+225
UNITEDHEALTH GROUP INC(UNH)11,50011,50005,8176,0232.45%+206
BAXTER INTL INC40,00040,00001,1661,3690.56%+203
GUIDEWIRE SOFTWARE INC(GWRE)10,50010,50001,7701,9670.80%+197
BRISTOL-MYERS SQUIBB CO(BMY)42,00042,00002,3762,5621.04%+186
FISERV INC(FISV)12,00012,00002,4652,6501.08%+185
INTERCONTINENTAL EXCHANGE INC(ICE)7,5007,50001,1181,2940.53%+176
CISCO SYS INC(CSCO)68,95168,95104,0824,2551.73%+173
WATSCO INC(WSO)5,0005,00002,3692,5421.03%+172
MASTERCARD INCORPORATED(MA)7,8807,88004,1494,3191.75%+170
WASTE MGMT INC DEL(WM)5,0005,00001,0091,1580.47%+149
PROCTER AND GAMBLE CO(PG)50,00050,00008,3838,5213.46%+139
VEEVA SYS INC(VEEV)6,4756,47501,3611,5000.61%+138
RTX CORPORATION(RTX)8,0008,00009261,0600.43%+134
RYAN SPECIALTY HOLDINGS INC(RYAN)13,28513,28508529810.40%+129
UNION PAC CORP(UNP)15,00015,00003,4213,5441.44%+123
VERIZON COMMUNICATIONS INC(VZ)22,50022,50009001,0210.41%+121
FASTENAL CO(FAST)16,00016,00001,1511,2410.50%+90
AT&T INC(T)15,00015,00003424240.17%+83
AUTOMATIC DATA PROCESSING INC5,0005,00001,4641,5280.62%+64
IDEXX LABORATORIES INC(IDXX)8,4958,49503,5123,5671.45%+55
WELLS FARGO CO NEW(WFC)18,00018,00001,2641,2920.52%+28
NORFOLK SOUTHN CORP(NSC)12,50012,50002,9342,9611.20%+27
AIR PRODS & CHEMS INC4,0004,00001,1601,1800.48%+20
ZOETIS INC(ZTS)9,6109,61001,5661,5820.64%+17
LIVE NATION ENTERTAINMENT INC(LYV)13,01013,01001,6851,6990.69%+14
TYLER TECHNOLOGIES INC(TYL)2,4002,40001,3841,3950.57%+11
BECTON DICKINSON & CO(BDX)5,0005,00001,1341,1450.47%+11
LANCASTER COLONY CORP(MZTI)5,2605,26009119210.37%+10
L3HARRIS TECHNOLOGIES INC(LHX)10,00010,00002,1032,0930.85%-10
CLEARWATER ANALYTICS HOLDINGS, INC. CLASS A37,73037,73001,0381,0110.41%-27
INTUIT(INTU)1,9001,90001,1941,1670.47%-28
COPART INC(CPRT)54,80054,80003,1453,1011.26%-44
AMPHENOL CORP NEW18,20018,20001,2641,1940.48%-70
ACCENTURE PLC IRELAND
SHS CLASS A
1,8001,80006335620.23%-72
TEXAS INSTRS INC(TXN)10,00010,00001,8751,7970.73%-78
ILLINOIS TOOL WKS INC(ITW)15,00015,00003,8033,7201.51%-83
BANK AMERICA CORP40,00040,00001,7581,6690.68%-89
ANALOG DEVICES INC(ADI)8,5008,50001,8061,7140.70%-92
POOL CORP(POOL)4,9704,97001,6941,5820.64%-112
PROCORE TECHNOLOGIES INC(PCOR)15,02515,02501,1269920.40%-134
AVERY DENNISON CORP15,50015,50002,9012,7591.12%-142
BOEING CO(BA)22,50022,50003,9833,8371.56%-145
APPLIED MATLS INC10,00010,00001,6261,4510.59%-175
PFIZER INC(PFE)157,488157,48804,1783,9911.62%-187
HONEYWELL INTL INC(HON)16,00016,00003,6143,3881.38%-226
AMAZON COM INC(AMZN)8,8008,80001,9311,6740.68%-256
NVIDIA CORP(NVDA)11,14011,14001,4961,2070.49%-289
ADOBE SYSTEMS INC(ADBE)4,8754,87502,1681,8700.76%-298
LOCKHEED MARTIN CORP(LMT)8,5008,50004,1303,7971.54%-333
WALMART INC(WMT)144,000144,000013,01012,6425.13%-369
WEST PHARMACEUTICAL SVSC INC(WST)3,7003,70001,2128280.34%-384
ALPHABET INC-CL C(GOOG)12,00012,00002,2851,8750.76%-411
CATERPILLAR INC(CAT)12,50012,50004,5354,1231.67%-412
HOME DEPOT INC(HD)24,00024,00009,3368,7963.57%-540
MERCK & CO INC(MRK)62,29562,29506,1975,5922.27%-606
EMERSON ELEC CO(EMR)42,50042,50005,2674,6601.89%-607
MICROSOFT CORP(MSFT)21,62021,62009,1138,1163.30%-997
ULTA BEAUTY INC(ULTA)2,5000-2,5001,0870-1,087
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