BARBARA OIL CO.

PrivateCIK: 1599670
Location

CHICAGO, IL

69
Positions
$259.49M
Total AUM (reported)
1.73M
Total Shares

Allocation by class

TOTAL AUM$259.49M69 positions
COM$246.07M94.8%
CL A$7.82M3.0%
CAP STK CL C$3.44M1.3%
CL A COM$1.14M0.4%
COM CL A$1.01M0.4%

Portfolio Concentration

Top 322.5%4–1023.3%11–2525.9%Rest28.3%TOP 1045.8%0%100%
Top 3$58.31M22.5%
4–10$60.46M23.3%
11–25$67.23M25.9%
Rest$73.49M28.3%

Top 3 weight

22.5%

Top 10 weight

45.8%

Voting Authority Distribution

Total shares with voting rights: 1.73M

Sole

Full voting authority

1.73M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other69
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:

JOHNSON & JOHNSON

OTR
COM
Shares102K
TypeSH
Market value$24.93M
9.61%
Sole
102K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

OTR
COM
Shares67K
TypeSH
Market value$19.71M
7.60%
Sole
67K
Shared
0.00
None
0.00

WALMART INC

OTR
COM
Shares110K
TypeSH
Market value$13.67M
5.27%
Sole
110K
Shared
0.00
None
0.00

BANK NEW YORK MELLON CORP

OTR
COM
Shares80K
TypeSH
Market value$9.49M
3.66%
Sole
80K
Shared
0.00
None
0.00

GLOBE LIFE INC

OTR
COM
Shares67.50K
TypeSH
Market value$9.39M
3.62%
Sole
67.50K
Shared
0.00
None
0.00

CATERPILLAR INC

OTR
COM
Shares12.50K
TypeSH
Market value$8.86M
3.41%
Sole
12.50K
Shared
0.00
None
0.00

EXXON MOBIL CORP

OTR
COM
Shares51.51K
TypeSH
Market value$8.74M
3.37%
Sole
51.51K
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares23.22K
TypeSH
Market value$8.60M
3.31%
Sole
23.22K
Shared
0.00
None
0.00

HOME DEPOT INC

OTR
COM
Shares24K
TypeSH
Market value$7.89M
3.04%
Sole
24K
Shared
0.00
None
0.00

MERCK & CO INC

OTR
COM
Shares62.30K
TypeSH
Market value$7.49M
2.89%
Sole
62.30K
Shared
0.00
None
0.00

PROCTER AND GAMBLE CO

OTR
COM
Shares50K
TypeSH
Market value$7.22M
2.78%
Sole
50K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

OTR
COM
Shares5.07K
TypeSH
Market value$5.87M
2.26%
Sole
5.07K
Shared
0.00
None
0.00

EMERSON ELEC CO

OTR
COM
Shares42.50K
TypeSH
Market value$5.57M
2.15%
Sole
42.50K
Shared
0.00
None
0.00

LOCKHEED MARTIN CORP

OTR
COM
Shares8.50K
TypeSH
Market value$5.14M
1.98%
Sole
8.50K
Shared
0.00
None
0.00

CISCO SYS INC

OTR
COM
Shares60K
TypeSH
Market value$4.66M
1.79%
Sole
60K
Shared
0.00
None
0.00

BOEING CO

OTR
COM
Shares22.50K
TypeSH
Market value$4.48M
1.73%
Sole
22.50K
Shared
0.00
None
0.00

PFIZER INC

OTR
COM
Shares157.49K
TypeSH
Market value$4.42M
1.70%
Sole
157.49K
Shared
0.00
None
0.00

ABBVIE INC

OTR
COM
Shares20K
TypeSH
Market value$4.35M
1.68%
Sole
20K
Shared
0.00
None
0.00

ILLINOIS TOOL WKS INC

OTR
COM
Shares15K
TypeSH
Market value$3.90M
1.50%
Sole
15K
Shared
0.00
None
0.00

INTEL CORP

OTR
COM
Shares85K
TypeSH
Market value$3.75M
1.45%
Sole
85K
Shared
0.00
None
0.00

UNION PAC CORP

OTR
COM
Shares15K
TypeSH
Market value$3.64M
1.40%
Sole
15K
Shared
0.00
None
0.00

HONEYWELL INTL INC

OTR
COM
Shares16K
TypeSH
Market value$3.62M
1.39%
Sole
16K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

OTR
COM
Shares12.50K
TypeSH
Market value$3.59M
1.38%
Sole
12.50K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

OTR
COM
Shares16.50K
TypeSH
Market value$3.57M
1.38%
Sole
16.50K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES INC

OTR
COM
Shares10K
TypeSH
Market value$3.45M
1.33%
Sole
10K
Shared
0.00
None
0.00
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