Long-term investor
Barbara Oil Co. @barbaraoilco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599670).
Record
- Tracked since 2025-06-30 (454 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +50.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JNJ · 8.7% · long · since 2025-06-30
- JPM · 7.4% · long · since 2025-06-30
- CAT · 4.5% · long · since 2025-06-30
- WMT · 4.2% · long · since 2025-06-30
- GL · 4.1% · long · since 2025-06-30
- INTC · 4.0% · long · since 2025-06-30
- 064058100 · 3.9% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- HD · 2.8% · long · since 2025-06-30
- MRK · 2.7% · long · since 2025-06-30
- PG · 2.5% · long · since 2025-06-30
- 308222105 · 2.4% · long · since 2025-06-30