Institutions / Rbo & Co LLC
Rbo & Co LLC
CIK 1162827 · Institution · as of Mar 31, 2026
Portfolio value
$619.61M
Positions
57
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$619.61M-1.4%Positions
57+9.6%Top holdings
Mar 31, 2026View all 57 →
| Company | Value | % of portfolio |
|---|---|---|
| Johnson & Johnson | $52.59M | 8.5% |
| AbbVie Inc. | $40.47M | 6.5% |
| Mcdonald'S Corp | $33.30M | 5.4% |
| Warren E. Buffett | $31.04M | 5.0% |
| Philip Morris International Inc. | $29.76M | 4.8% |
| Pepsico Inc | $23.18M | 3.7% |
| Wyndham Hotels & Resorts, Inc. | $22.43M | 3.6% |
| Abbott Laboratories | $22.36M | 3.6% |
| JPMORGAN CHASE & CO | $21.80M | 3.5% |
| Cie Financi-Reg | $20.70M | 3.3% |
| Mondelez International, Inc. | $20.65M | 3.3% |
| Keysight Technologies, Inc. | $20.26M | 3.3% |
| Exxon Mobil Corp | $19.47M | 3.1% |
| Live Nation Entertainment Inc | $19.36M | 3.1% |
| Kenvue Inc. | $16.98M | 2.7% |
| Coca Cola Co | $16.86M | 2.7% |
| Regency Centers Corp | $16.48M | 2.7% |
| Graco Inc | $15.01M | 2.4% |
| Westamerica Bancorporation | $14.72M | 2.4% |
| Zoetis Inc. | $14.54M | 2.3% |
| Adobe Inc. | $13.87M | 2.2% |
| Walt Disney Co | $13.68M | 2.2% |
| Waste Management Inc | $13.61M | 2.2% |
| Cooper Companies, Inc. | $12.95M | 2.1% |
| Equifax Inc | $12.79M | 2.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | N39338194 | $-9.27M | -127K -100.00% | — | medium |
| Q1 2026 as of | Add | Adobe Inc. | $4.81M | +20K +53.11% | 57,067 2.24% of portfolio | low |
| Q1 2026 as of | New | Kimberly Clark Corp | $3.10M | +32K | 32,157 0.50% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp | $-2.19M | -4K -15.09% | 20,359 1.99% of portfolio | low |
| Q1 2026 as of | Trim | Exxon Mobil Corp | $-2.05M | -12K -9.52% | 114,777 3.14% of portfolio | low |
| Q1 2026 as of | Add | Oxford Industries Inc | $1.32M | +34K +15.52% | 254,861 1.58% of portfolio | low |
| Q1 2026 as of | Exit | LyondellBasell Industries N.V. | $-1.25M | -29K -100.00% | — | low |
| Q1 2026 as of | Trim | Warren E. Buffett | $-1.15M | -2K -3.57% | 64,784 5.01% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. | $-1.03M | -4K -29.61% | 8,485 0.39% of portfolio | low |
| Q1 2026 as of | New | 92206C102 | $824.9K | +14K | 14,091 0.13% of portfolio | low |