SEC Form 13F

Barbara Oil Co. 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$297,162,836
Positions73

Largest disclosed positions

IssuerTickerClassReported valueReported amount
JOHNSON & JOHNSONJNJCOM$25,904,940102,000
JPMORGAN CHASE & COJPMCOM$21,931,11067,000
CATERPILLAR INCCATCOM$13,311,25012,500
WALMART INCWMTCOM$12,458,600110,000
GLOBE LIFE INCGLCOM$12,060,90067,500
INTEL CORPINTCCOM$11,868,55085,000
BANK NEW YORK MELLON CORPBNYCOM$11,568,80080,000
MICROSOFT CORPMSFTCOM$8,702,35423,220
HOME DEPOT INCHDCOM$8,464,32024,000
MERCK & CO INCMRKCOM$8,004,90862,295

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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