Barbara Oil Co. Diversified Active

Location: Chicago, IL

CIK: 0001599670 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $269M (100.0% shares, 0.0% debt)

Holdings (76)

JPM JPMORGAN CHASE & CO 8.0%
Value $21.59M Shares 67,000 Est. Cost $39.63 Unrealized +681.1%
JNJ JOHNSON & JOHNSON 7.8%
Value $21.11M Shares 102,000 Est. Cost $65.75 Unrealized +199.6%
WMT WALMART INC 6.0%
Value $16.08M Shares 144,000 Est. Cost $44.14 Unrealized +142.8%
MSFT MICROSOFT CORP 3.9%
Value $10.46M Shares 21,620 Est. Cost $59.41 Unrealized +742.5%
GL GLOBE LIFE INC 3.5%
Value $9.441M Shares 67,500 Est. Cost $86.06 Unrealized +57.4%
BK BANK NEW YORK MELLON CORP 3.4%
Value $9.287M Shares 80,000 Est. Cost $24.30 Unrealized +354.8%
HD HOME DEPOT INC 3.1%
Value $8.258M Shares 24,000 Est. Cost $58.72 Unrealized +520.9%
PG PROCTER AND GAMBLE CO 2.7%
Value $7.165M Shares 50,000 Est. Cost $58.01 Unrealized +153.7%
CAT CATERPILLAR INC 2.7%
Value $7.161M Shares 12,500 Est. Cost $62.67 Unrealized +786.4%
TDG TRANSDIGM GROUP INC 2.5%
Value $6.736M Shares 5,065 Est. Cost $81.23 Unrealized +1513.6%
MRK MERCK & CO INC 2.5%
Value $6.61M Shares 62,295 Est. Cost $31.29 Unrealized +198.0%
XOM EXXON MOBIL CORP 2.3%
Value $6.198M Shares 51,505 Est. Cost $62.77 Unrealized +84.0%
EMR EMERSON ELEC CO 2.1%
Value $5.641M Shares 42,500 Est. Cost $48.18 Unrealized +174.7%
CSCO CISCO SYS INC 2.0%
Value $5.311M Shares 68,951 Est. Cost $15.20 Unrealized +385.4%
BA BOEING CO 1.8%
Value $4.885M Shares 22,500 Est. Cost $111.79 Unrealized +84.0%
ABBV ABBVIE INC 1.7%
Value $4.57M Shares 20,000 Est. Cost $33.39 Unrealized +581.4%
AJG GALLAGHER ARTHUR J & CO 1.6%
Value $4.27M Shares 16,500 Est. Cost $40.18 Unrealized +557.7%
LMT LOCKHEED MARTIN CORP 1.5%
Value $4.111M Shares 8,500 Est. Cost $97.17 Unrealized +390.1%
PFE PFIZER INC 1.5%
Value $3.921M Shares 157,488 Est. Cost $17.62 Unrealized +42.1%
MA MASTERCARD INCORPORATED 1.4%
Value $3.785M Shares 6,630 Est. Cost $71.82 Unrealized +678.3%
GOOG ALPHABET INC-CL C 1.4%
Value $3.766M Shares 12,000 Est. Cost $108.11 Unrealized +164.8%
ITW ILLINOIS TOOL WKS INC 1.4%
Value $3.719M Shares 15,000 Est. Cost $59.45 Unrealized +316.4%
NSC NORFOLK SOUTHN CORP 1.3%
Value $3.609M Shares 12,500 Est. Cost $65.71 Unrealized +339.3%
IDXX IDEXX LABORATORIES INC 1.3%
Value $3.548M Shares 5,245 Est. Cost $501.01 Unrealized +35.9%
UNP UNION PAC CORP 1.3%
Value $3.47M Shares 15,000 Est. Cost $189.39 Unrealized +20.0%
INTC INTEL CORP 1.2%
Value $3.136M Shares 85,000 Est. Cost $17.92 Unrealized +110.7%
HON HONEYWELL INTL INC 1.2%
Value $3.121M Shares 16,000 Est. Cost $60.82 Unrealized +220.7%
LHX L3HARRIS TECHNOLOGIES INC 1.1%
Value $2.936M Shares 10,000 Est. Cost $180.55 Unrealized +59.8%
NVDA NVIDIA CORP 1.1%
Value $2.917M Shares 15,640 Est. Cost $134.25 Unrealized +38.6%
AVY AVERY DENNISON CORP 1.0%
Value $2.819M Shares 15,500 Est. Cost $37.09 Unrealized +364.5%
PGR PROGRESSIVE CORP 1.0%
Value $2.642M Shares 11,600 Est. Cost $36.13 Unrealized +487.8%
APPLIED MATLS INC 1.0%
Value $2.57M Shares 10,000 Est. Cost $235.99 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value $2.476M Shares 7,500 Est. Cost $139.78 Unrealized +141.2%
APH AMPHENOL CORP NEW 0.9%
Value $2.46M Shares 18,200 Est. Cost $45.68 Unrealized +192.4%
V VISA INC 0.9%
Value $2.437M Shares 6,950 Est. Cost $142.46 Unrealized +138.9%
ADI ANALOG DEVICES INC 0.9%
Value $2.305M Shares 8,500 Est. Cost $66.51 Unrealized +276.8%
BMY BRISTOL-MYERS SQUIBB CO 0.8%
Value $2.265M Shares 42,000 Est. Cost $34.16 Unrealized +39.1%
BAC BANK AMERICA CORP 0.8%
Value $2.2M Shares 40,000 Est. Cost $11.68 Unrealized +350.9%
CSGP COSTAR GROUP INC 0.8%
Value $2.152M Shares 32,000 Est. Cost $79.51 Unrealized -10.9%
CPRT COPART INC 0.8%
Value $2.145M Shares 54,800 Est. Cost $32.80 Unrealized +26.4%
GWRE GUIDEWIRE SOFTWARE INC 0.8%
Value $2.111M Shares 10,500 Est. Cost $51.79 Unrealized +327.1%
AMZN AMAZON COM INC 0.8%
Value $2.031M Shares 8,800 Est. Cost $124.61 Unrealized +83.6%
BWXT BWX TECHNOLOGIES INC 0.7%
Value $2.018M Shares 11,675 Est. Cost $114.27 Unrealized +64.0%
ABT ABBOTT LABS 0.7%
Value $1.879M Shares 15,000 Est. Cost $30.51 Unrealized +317.2%
LYV LIVE NATION ENTERTAINMENT INC 0.7%
Value $1.854M Shares 13,010 Est. Cost $86.36 Unrealized +66.4%
TXN TEXAS INSTRS INC 0.6%
Value $1.735M Shares 10,000 Est. Cost $77.65 Unrealized +119.9%
ADBE ADOBE SYSTEMS INC 0.6%
Value $1.706M Shares 4,875 Est. Cost $86.68 Unrealized +292.3%
WSO WATSCO INC 0.6%
Value $1.685M Shares 5,000 Est. Cost $98.91 Unrealized +261.0%
WFC WELLS FARGO CO NEW 0.6%
Value $1.678M Shares 18,000 Est. Cost $32.49 Unrealized +166.7%
CVX CHEVRON CORP NEW 0.6%
Value $1.524M Shares 10,000 Est. Cost $74.65 Unrealized +102.8%
DANAHER CORP 0.5%
Value $1.477M Shares 6,450 Est. Cost $228.92 Unrealized
UBER UBER TECHNOLOGIES INC 0.5%
Value $1.471M Shares 18,000 Est. Cost $70.39 Unrealized +27.9%
RTX RTX CORPORATION 0.5%
Value $1.467M Shares 8,000 Est. Cost $54.61 Unrealized +217.4%
VEEV VEEVA SYS INC 0.5%
Value $1.445M Shares 6,475 Est. Cost $51.87 Unrealized +411.5%
ORLY OREILLY AUTOMOTIVE INC 0.5%
Value $1.368M Shares 15,000 Est. Cost $85.66 Unrealized +14.1%
ADP AUTOMATIC DATA PROCESSING INC 0.5%
Value $1.295M Shares 5,000 Est. Cost $71.77 Unrealized +269.0%
FAST FASTENAL CO 0.5%
Value $1.284M Shares 32,000 Est. Cost $25.73 Unrealized +63.4%
INTU INTUIT 0.5%
Value $1.259M Shares 1,900 Est. Cost $337.75 Unrealized +95.6%
META META PLATFORMS INC 0.5%
Value $1.241M Shares 1,880 Est. Cost $743.23 Unrealized -10.2%
ICE INTERCONTINENTAL EXCHANGE INC 0.5%
Value $1.215M Shares 7,500 Est. Cost $52.22 Unrealized +199.1%
ZTS ZOETIS INC 0.4%
Value $1.209M Shares 9,610 Est. Cost $42.07 Unrealized +209.7%
WM WASTE MGMT INC DEL 0.4%
Value $1.099M Shares 5,000 Est. Cost $102.09 Unrealized +108.2%
PCOR PROCORE TECHNOLOGIES INC 0.4%
Value $1.093M Shares 15,025 Est. Cost $66.42 Unrealized +11.4%
TYL TYLER TECHNOLOGIES INC 0.4%
Value $1.089M Shares 2,400 Est. Cost $207.50 Unrealized +129.6%
AMT AMERICAN TOWER CORP 0.4%
Value $1.053M Shares 6,000 Est. Cost $100.93 Unrealized +78.6%
WST WEST PHARMACEUTICAL SVSC INC 0.4%
Value $1.018M Shares 3,700 Est. Cost $95.48 Unrealized +186.4%
AAON AAON INC 0.4%
Value $991K Shares 13,000 Est. Cost $87.39 Unrealized +5.6%
APD AIR PRODS & CHEMS INC 0.4%
Value $988K Shares 4,000 Est. Cost $104.91 Unrealized +139.9%
BDX BECTON DICKINSON & CO 0.4%
Value $970K Shares 5,000 Est. Cost $160.56 Unrealized +18.1%
NOW SERVICENOW INC 0.4%
Value $969K Shares 6,325 Est. Cost $174.59 Unrealized -1.7%
AXON ENTERPRISE INC 0.4%
Value $963K Shares 1,695 Est. Cost $567.93 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $916K Shares 22,500 Est. Cost $26.61 Unrealized +52.1%
BAX BAXTER INTL INC 0.3%
Value $765K Shares 40,000 Est. Cost $29.22 Unrealized -31.6%
RYAN RYAN SPECIALTY HOLDINGS INC 0.3%
Value $686K Shares 13,285 Est. Cost $39.71 Unrealized +38.1%
T AT&T INC 0.1%
Value $373K Shares 15,000 Est. Cost $18.86 Unrealized +34.0%
SOLSTICE ADVANCED MATLS 0.1%
Value $194K Shares 4,000 Est. Cost $48.58 Unrealized