Fund HoldingsBarbara Oil Co.

Total Portfolio Value
$297.16M
Total Bought
$10.50M
Total Sold
$4.80M
Net Transaction
+$5.69M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INTEL CORP(INTC)85,00085,00003,75111,8693.99%+8,118
CATERPILLAR INC(CAT)12,50012,50008,85613,3114.48%+4,456
APPLIED MATLS INC10,00010,00003,4187,2302.43%+3,812
GLOBE LIFE INC67,50067,50009,39412,0614.06%+2,667
CISCO SYS INC(CSCO)60,00060,00004,6557,0482.37%+2,392
JPMORGAN CHASE & CO(JPM)67,00067,000019,70921,9317.38%+2,222
BANK NEW YORK MELLON CORP80,00080,00009,49011,5693.89%+2,078
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
09,210+9,21001,9780.67%+1,978
HONEYWELL TECHNOLOGIES INC08,000+8,00001,7910.60%+1,791
HONEYWELL AEROSPACE INC08,000+8,00001,7690.60%+1,769
AXON ENTERPRISE INC(AXON)1,6953,390+1,6957202,0460.69%+1,326
ISHARES TR04,330+4,33001,3070.44%+1,307
ARISTA NETWORKS INC(ANET)07,370+7,37001,2460.42%+1,246
UNITEDHEALTH GROUP INC(UNH)7,5007,50002,0293,1171.05%+1,088
FERGUSON ENTERPRISES INC(FERG)04,600+4,60001,0790.36%+1,079
TEXAS INSTRS INC(TXN)10,00010,00001,9412,9811.00%+1,039
JOHNSON & JOHNSON(JNJ)102,000102,000024,93325,9058.72%+972
AMPHENOL CORP NEW18,20018,20002,3003,1541.06%+854
TRANSDIGM GROUP INC(TDG)5,0655,06505,8706,7112.26%+841
ALPHABET INC-CL C(GOOG)12,00012,00003,4424,2551.43%+813
ABBVIE INC(ABBV)20,00020,00004,3505,0331.69%+683
ANALOG DEVICES INC(ADI)8,5008,50002,7043,3761.14%+672
HOME DEPOT INC(HD)24,00024,00007,8938,4642.85%+571
EMERSON ELEC CO(EMR)42,50042,50005,5686,0842.05%+516
MERCK & CO INC(MRK)62,29562,29507,4938,0052.69%+511
AAON INC13,00013,00001,0761,5370.52%+462
UNION PAC CORP(UNP)15,00015,00003,6394,0801.37%+441
LIVE NATION ENTERTAINMENT INC(LYV)13,01013,01001,9842,4160.81%+431
WEST PHARMACEUTICAL SVSC INC(WST)3,7003,70009271,3390.45%+412
BOEING CO(BA)22,50022,50004,4784,8711.64%+392
NVIDIA CORP(NVDA)15,64015,64002,7283,0831.04%+355
NORFOLK SOUTHN CORP(NSC)12,50012,50003,5883,9321.32%+345
BANK AMERICA CORP40,00040,00001,9502,2790.77%+329
PROGRESSIVE CORP(PGR)11,60011,60002,3002,6200.88%+320
AMAZON COM INC(AMZN)8,8008,80001,8332,1330.72%+300
WATSCO INC(WSO)5,0005,00001,8192,0520.69%+233
GALLAGHER ARTHUR J & CO(AJG)16,50016,50003,5743,7881.27%+214
MASTERCARD INCORPORATED(MA)6,6306,63003,3133,5131.18%+201
BAXTER INTL INC40,00040,00006728530.29%+181
ILLINOIS TOOL WKS INC(ITW)15,00015,00003,9044,0571.37%+153
VISA INC(V)3,3503,35001,0131,1490.39%+137
PROCTER AND GAMBLE CO(PG)50,00050,00007,2227,3322.47%+110
MICROSOFT CORP(MSFT)23,22023,22008,5958,7022.93%+107
AUTOMATIC DATA PROCESSING INC5,0005,00001,0161,1200.38%+104
META PLATFORMS INC(META)1,8801,88001,0761,1640.39%+89
VEEVA SYS INC(VEEV)6,4756,47501,1371,2130.41%+76
FASTENAL CO(FAST)32,00032,00001,4851,5480.52%+64
WELLS FARGO CO NEW(WFC)18,00018,00001,4331,4880.50%+55
WATERS CORP(WAT)67667602012540.09%+52
AIR PRODS & CHEMS INC4,0004,00001,1621,1730.39%+11
OREILLY AUTOMOTIVE INC(ORLY)15,00015,00001,3851,3820.46%-3
RTX CORPORATION(RTX)8,0008,00001,5431,5180.51%-25
AMERICAN TOWER CORP(AMT)6,0006,00001,0351,0080.34%-28
BECTON DICKINSON & CO(BDX)5,0005,00007867570.25%-29
WASTE MGMT INC DEL(WM)5,0005,00001,1491,1140.38%-35
AT&T INC(T)15,00015,00004353110.10%-124
BRISTOL-MYERS SQUIBB CO(BMY)42,00042,00002,5472,4200.81%-127
BWX TECHNOLOGIES INC(BWXT)11,67511,67502,3872,2530.76%-135
IDEXX LABORATORIES INC(IDXX)5,2455,24502,9472,8050.94%-142
AVERY DENNISON CORP15,50015,50002,6772,5160.85%-160
VERIZON COMMUNICATIONS INC(VZ)22,50022,50001,1309530.32%-177
ABBOTT LABS15,00015,00001,5401,3610.46%-179
GUIDEWIRE SOFTWARE INC(GWRE)10,50010,50001,5701,3680.46%-202
INTERCONTINENTAL EXCHANGE INC(ICE)7,5007,50001,1809540.32%-225
COPART INC(CPRT)54,80054,80001,8191,5850.53%-234
COSTAR GROUP INC(CSGP)32,00032,00001,2919480.32%-343
CHEVRON CORP NEW(CVX)10,00010,00002,0691,6580.56%-411
ZOETIS INC(ZTS)9,6109,61001,1367080.24%-428
L3HARRIS TECHNOLOGIES INC(LHX)10,00010,00003,4522,9060.98%-546
PFIZER INC(PFE)157,488157,48804,4223,7921.28%-630
LOCKHEED MARTIN CORP(LMT)8,5008,50005,1374,3301.46%-807
ADOBE SYSTEMS INC(ADBE)4,8750-4,8751,1850-1,185
WALMART INC(WMT)110,000110,000013,67112,4594.19%-1,212
EXXON MOBIL CORP51,50551,50508,7387,0432.37%-1,696
HONEYWELL INTL INC(HON)16,0000-16,0003,6160-3,616
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