Barbara Oil Co 13F annual report (2024)

Barbara Oil Co is an investment fund managing more than $211 billion ran by T. Brooker. There are currently 84 companies in Brooker’s portfolio. The largest investments include Johnson & Johnson and JPMorgan Chase & Co, together worth $25.6 billion.

Limited to 30 biggest holdings

$211 billion Assets Under Management (AUM)

As of 6th November 2023, Barbara Oil Co’s top holding is 102,000 shares of Johnson & Johnson currently worth over $15.9 billion and making up 7.5% of the portfolio value.Relative to the number of outstanding shares of Johnson & Johnson, Barbara Oil Co owns more than approximately 0.1% of the company.In addition, the fund holds 67,000 shares of JPMorgan Chase & Co worth $9.72 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Walmart Inc worth $7.68 billion and the next is Procter And Gamble Co worth $7.58 billion, with 52,000 shares owned.

Currently, Barbara Oil Co's portfolio is worth at least $211 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Barbara Oil Co

The Barbara Oil Co office and employees reside in Chicago, Illinois. According to the last 13-F report filed with the SEC, T. Brooker serves as the President at Barbara Oil Co.