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Rbo & Co Llc

Portfolio Manager
Rbo & Co Llc
Performance
+1.41% (2026 Q1)
AUM (13F)
$619.61M
# of Holdings
57
Performance Rank
Allocation (Top 20)
75.07%

Rbo & Co Llc Holdings Map

Top 50 Rbo & Co Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JNJ
JOHNSON&JOHNSON
8.49%215.1K$52.6M
-1.06%(-2.30K)
2025-Q1: 216.2K shares2025-Q2: 216.9K shares2025-Q3: 217.4K shares2025-Q4: 217.4K shares2026-Q1: 215.1K shares
$73.60(+213.60%)
2026-03-31
ABBV
ABBVIE INC
6.53%186.1K$40.5M
-1.31%(-2.48K)
2025-Q1: 189.7K shares2025-Q2: 189.9K shares2025-Q3: 189.0K shares2025-Q4: 188.5K shares2026-Q1: 186.1K shares
$61.42(+243.17%)
2026-03-31
MCD
MCDONALDS CORP
5.38%107.2K$33.3M
-1.05%(-1.14K)
2025-Q1: 108.3K shares2025-Q2: 108.3K shares2025-Q3: 108.3K shares2025-Q4: 108.3K shares2026-Q1: 107.2K shares
$108.66(+153.05%)
2026-03-31
BRK.B
BERKSHIRE HATH-B
5.01%64.8K$31.0M
-3.57%(-2.40K)
2025-Q1: 67.9K shares2025-Q2: 67.9K shares2025-Q3: 67.2K shares2025-Q4: 67.2K shares2026-Q1: 64.8K shares
$161.17(+200.35%)
2026-03-31
PM
PHILIP MORRIS IN
4.8%180.0K$29.8M
-0.75%(-1.36K)
2025-Q1: 182.8K shares2025-Q2: 181.2K shares2025-Q3: 181.0K shares2025-Q4: 181.3K shares2026-Q1: 180.0K shares
$66.12(+190.16%)
2026-03-31
PEP
PEPSICO INC
3.74%149.3K$23.2M
-1.81%(-2.75K)
2025-Q1: 119.0K shares2025-Q2: 152.8K shares2025-Q3: 152.8K shares2025-Q4: 152.0K shares2026-Q1: 149.3K shares
$91.28(+62.87%)
2026-03-31
WH
WYNDHAM HOTELS &
3.62%276.1K$22.4M
-1.78%(-5.02K)
2025-Q1: 268.6K shares2025-Q2: 273.9K shares2025-Q3: 278.3K shares2025-Q4: 281.1K shares2026-Q1: 276.1K shares
$50.41(+60.00%)
2026-03-31
ABT
ABBOTT LABS
3.61%217.8K$22.4M
-0.27%(-588)
2025-Q1: 215.8K shares2025-Q2: 215.8K shares2025-Q3: 217.8K shares2025-Q4: 218.4K shares2026-Q1: 217.8K shares
$61.05(+39.07%)
2026-03-31
JPM
JPMORGAN CHASE
3.52%74.1K$21.8M
-1.79%(-1.35K)
2025-Q1: 108.3K shares2025-Q2: 76.4K shares2025-Q3: 75.5K shares2025-Q4: 75.5K shares2026-Q1: 74.1K shares
$58.35(+413.99%)
2026-03-31
MDLZ
MONDELEZ INTER-A
3.33%358.2K$20.6M
-0.36%(-1.31K)
2025-Q1: 349.1K shares2025-Q2: 354.6K shares2025-Q3: 354.7K shares2025-Q4: 359.5K shares2026-Q1: 358.2K shares
$41.01(+48.69%)
2026-03-31

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