Fund HoldingsBarbara Oil Co.

Total Portfolio Value
$244.76M
Total Bought
$3.61M
Total Sold
$3.37M
Net Transaction
+$242.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
WALMART INC(WMT)144,000144,00009,75011,6284.75%+1,878
JOHNSON & JOHNSON(JNJ)102,000102,000014,90816,5306.75%+1,622
GLOBE LIFE INC67,50067,50005,5547,1492.92%+1,595
HOME DEPOT INC(HD)24,00024,00008,2629,7253.97%+1,463
NVIDIA CORP(NVDA)011,140+11,14001,3530.55%+1,353
LOCKHEED MARTIN CORP(LMT)8,5008,50003,9704,9692.03%+998
BANK NEW YORK MELLON CORP80,00080,00004,7915,7492.35%+958
POOL CORP(POOL)3,2254,970+1,7459911,8730.77%+882
UNITEDHEALTH GROUP INC(UNH)11,50011,50005,8566,7242.75%+867
TRANSDIGM GROUP INC(TDG)5,5655,56507,1107,9423.24%+832
CATERPILLAR INC(CAT)12,50012,50004,1644,8892.00%+725
JPMORGAN CHASE & CO(JPM)67,00067,000013,55114,1285.77%+576
AMERICAN TOWER CORP(AMT)6,0007,420+1,4201,1661,7260.71%+559
PROGRESSIVE CORP(PGR)11,60011,60002,4092,9441.20%+534
ABBVIE INC(ABBV)20,00020,00003,4303,9501.61%+519
GUIDEWIRE SOFTWARE INC(GWRE)10,50010,50001,4481,9210.78%+473
BRISTOL-MYERS SQUIBB CO(BMY)42,00042,00001,7442,1730.89%+429
NORFOLK SOUTHN CORP(NSC)12,50012,50002,6843,1061.27%+423
PROCTER AND GAMBLE CO(PG)50,00050,00008,2468,6603.54%+414
CISCO SYS INC(CSCO)68,95168,95103,2763,6701.50%+394
ILLINOIS TOOL WKS INC(ITW)15,00015,00003,5543,9311.61%+377
FISERV INC(FISV)12,00012,00001,7882,1560.88%+367
GALLAGHER ARTHUR J & CO(AJG)16,50016,50004,2794,6431.90%+364
UNION PAC CORP(UNP)15,00015,00003,3943,6971.51%+303
PROCORE TECHNOLOGIES INC(PCOR)9,47015,025+5,5556289270.38%+299
LANCASTER COLONY CORP(MZTI)3,3705,260+1,8906379290.38%+292
VEEVA SYSTEMS INC(VEEV)6,1806,475+2951,1311,3590.56%+228
ZOETIS INC(ZTS)9,6109,61001,6661,8780.77%+212
LIVE NATION ENTERTAINMENT INC(LYV)13,01013,01001,2201,4240.58%+205
TYLER TECHNOLOGIES INC(TYL)2,4002,40001,2071,4010.57%+194
AUTOMATIC DATA PROCESSING INC5,0005,00001,1931,3840.57%+190
BAXTER INTL INC40,00040,00001,3381,5190.62%+181
INTERCONTINENTAL EXCHANGE INC(ICE)7,5007,50001,0271,2050.49%+178
RTX CORPORATION(RTX)8,0008,00008039690.40%+166
AIR PRODS & CHEMS INC4,0004,00001,0321,1910.49%+159
IDEXX LABS INC(IDXX)8,4958,49504,1394,2921.75%+153
ABBOTT LABS15,00015,00001,5591,7100.70%+152
PFIZER INC(PFE)157,488157,48804,4074,5581.86%+151
WATSCO INC(WSO)5,0005,00002,3162,4591.00%+143
FASTENAL CO(FAST)16,00016,00001,0051,1430.47%+137
L3HARRIS TECHNOLOGIES INC(LHX)10,00010,00002,2462,3790.97%+133
TEXAS INSTRS INC(TXN)10,00010,00001,9452,0660.84%+120
RYAN SPECIALTY HOLDINGS INC(RYAN)13,28513,28507698820.36%+113
EXXON MOBIL CORP51,50551,50505,9296,0372.47%+108
OREILLY AUTOMOTIVE INC(ORLY)1,0001,00001,0561,1520.47%+96
ACCENTURE PLC IRELAND
SHS CLASS A
1,8001,80005466360.26%+90
VISA INC(V)6,9506,95001,8241,9110.78%+87
VERIZON COMMUNICATIONS INC(VZ)22,50022,50009281,0100.41%+83
HUNT JB TRANS SVCS INC(JBHT)5,0005,00008008620.35%+62
UBER TECHNOLOGIES INC(UBER)18,00018,00001,3081,3530.55%+45
AT&T INC(T)15,00015,00002873300.13%+43
COSTAR GROUP INC(CSGP)32,00032,00002,3722,4140.99%+42
BECTON DICKINSON & CO(BDX)5,0005,00001,1691,2060.49%+37
AVERY DENNISON CORP15,50015,50003,3893,4221.40%+33
ANALOG DEVICES INC(ADI)8,5008,50001,9401,9560.80%+16
ULTA BEAUTY INC(ULTA)2,5002,50009659730.40%+8
BANK AMERICA CORP40,00040,00001,5911,5870.65%-4
WASTE MGMT INC DEL(WM)5,0005,00001,0671,0380.42%-29
EMERSON ELEC CO(EMR)42,50042,50004,6824,6481.90%-34
AMPHENOL CORP NEW18,20018,20001,2261,1860.48%-40
WELLS FARGO CO NEW(WFC)18,00018,00001,0691,0170.42%-52
AMAZON COM INC(AMZN)8,8008,80001,7011,6400.67%-61
INTUIT(INTU)1,9001,90001,2491,1800.48%-69
CHEVRON CORP NEW(CVX)10,00010,00001,5641,4730.60%-91
COPART INC(CPRT)54,80054,80002,9682,8721.17%-96
WEST PHARMACEUTICAL SVSC INC(WST)3,7003,70001,2191,1110.45%-108
HONEYWELL INTL INC(HON)16,00016,00003,4173,3071.35%-109
ADOBE SYSTEMS INC(ADBE)4,8754,87502,7082,5241.03%-184
ALPHABET INC-CL C(GOOG)12,00012,00002,2012,0060.82%-195
MICROSOFT CORP(MSFT)20,00020,00008,9398,6063.52%-333
APPLIED MATLS INC10,00010,00002,3602,0210.83%-339
MERCK & CO INC(MRK)62,29562,29507,7127,0742.89%-638
INTEL CORP(INTC)85,00085,00002,6321,9940.81%-638
BOEING CO(BA)22,50022,50004,0953,4211.40%-674
MASTERCARD INCORPORATED(MA)10,6007,880-2,7204,6763,8911.59%-785
ALIGN TECHNOLOGY INC3,4750-3,4758390-839
DEXCOM INC(DXCM)15,4000-15,4001,7460-1,746
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