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Scott Wahls

Barbara Oil Co.

Assets Managed
$259.49M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-3.67%(2Q avg: -1.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Barbara Oil Co.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Barbara Oil Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 259.49M in assets, with a quarterly growth rate of -3.67% and a 2-quarter average growth rate of -1.66%. The portfolio is managed by Scott Wahls, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JNJ
Johnson & Johnson
Recent Activity
9.61%
$24.933M
102,000 shares@ $244.44 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
7.6%
$19.709M
67,000 shares@ $294.16 avg price
WMT
Walmart Inc
Recent Activity
Decreased -23.61%
5.27%
$13.671M
110,000 shares@ $124.28 avg price
BK
Bank Of New York Mellon Corp
Recent Activity
3.66%
$9.49M
80,000 shares@ $118.63 avg price
GL
Globe Life Inc
Recent Activity
3.63%
$9.394M
67,500 shares@ $139.17 avg price
CAT
Caterpillar Inc
Recent Activity
3.42%
$8.856M
12,500 shares@ $708.46 avg price
XOM
Exxon Mobil Corp
Recent Activity
3.37%
$8.738M
51,505 shares@ $169.66 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.41%
3.32%
$8.595M
23,220 shares@ $370.17 avg price
HD
Home Depot Inc
Recent Activity
3.05%
$7.893M
24,000 shares@ $328.89 avg price
MRK
Merck & Co. Inc.
Recent Activity
2.89%
$7.493M
62,295 shares@ $120.3 avg price

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