Holdings of RBO & CO LLC
55 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 49.7 % of the equity sleeve
Sector breakdown
- Health care 21.9 %
- Consumer staples 20.1 %
- Financials 10.0 %
- Industrials 6.9 %
- Technology 6.8 %
- Communication 6.1 %
- Consumer discretionary 5.6 %
- Energy 3.3 %
- Utilities 0.3 %
- Real estate 0.1 %
- Unattributed 19.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 54 | 595.8M $ | 99.55 % |
| GB | 1 | 2.7M $ | 0.45 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Johnson & Johnson | 215,143 | 52.6M $ | |
| AbbVie Inc | 186,062 | 40.5M $ | |
| McDonald's Corp. | 107,160 | 33.3M $ | |
| Berkshire Hathaway Inc | 64,784 | 31M $ | |
| Philip Morris International Inc. | 179,973 | 29.8M $ | |
| PepsiCo Inc | 149,250 | 23.2M $ | |
| Wyndham Hotels & Resorts Inc | 276,101 | 22.4M $ | |
| Abbott Laboratories | 217,815 | 22.4M $ | |
| JPMorgan Chase & Co | 74,101 | 21.8M $ | |
| Mondelez International Inc | 358,239 | 20.6M $ | |
| Keysight Technologies Inc | 71,752 | 20.3M $ | |
| Exxon Mobil Corp | 114,777 | 19.5M $ | |
| Live Nation Entertainment Inc | 126,920 | 19.4M $ | |
| Kenvue Inc | 984,976 | 17M $ | |
| Coca-Cola Co/The | 221,718 | 16.9M $ | |
| Regency Centers Corp | 217,792 | 16.5M $ | |
| Graco Inc | 177,280 | 15M $ | |
| Westamerica BanCorp | 282,198 | 14.7M $ | |
| Zoetis Inc | 122,983 | 14.5M $ | |
| Adobe Inc | 57,067 | 13.9M $ | |
| Walt Disney Co/The | 141,895 | 13.7M $ | |
| Waste Management Inc | 59,209 | 13.6M $ | |
| Cooper Cos Inc/The | 181,095 | 12.9M $ | |
| Equifax Inc | 71,004 | 12.8M $ | |
| Lockheed Martin Corp | 20,359 | 12.3M $ | |
| Brown-Forman Corp | 424,272 | 11.2M $ | |
| Warner Music Group Corp | 419,845 | 10.7M $ | |
| Oxford Industries Inc | 254,861 | 9.8M $ | |
| Altria Group, Inc. | 98,239 | 6.5M $ | |
| Microsoft Corp | 9,735 | 3.6M $ | |
| Berkshire Hathaway Inc | 5 | 3.6M $ | |
| Kimberly-Clark Corp | 32,157 | 3.1M $ | |
| Diageo PLC | 35,939 | 2.7M $ | |
| Alphabet Inc | 8,485 | 2.4M $ | |
| Visa Inc | 5,230 | 1.6M $ | |
| NVIDIA Corp | 7,470 | 1.3M $ | |
| Dominion Energy Inc | 17,976 | 1.1M $ | |
| T Rowe Price Group Inc | 11,843 | 1.1M $ | |
| Caterpillar Inc | 1,500 | 1.1M $ | |
| Oracle Corp | 6,600 | 970.9K $ | |
| Pfizer Inc | 33,953 | 953.4K $ | |
| Vanguard Scottsdale Funds | 14,091 | 824.9K $ | |
| Verizon Communications Inc | 14,846 | 745.3K $ | |
| Apple Inc | 2,669 | 677.4K $ | |
| NextEra Energy Inc | 7,200 | 668.7K $ | |
| Illinois Tool Works Inc | 2,100 | 546.6K $ | |
| Bank of New York Mellon Corp/The | 4,000 | 474.5K $ | |
| American Tower Corp | 2,500 | 431.5K $ | |
| Procter & Gamble Co/The | 2,482 | 358.5K $ | |
| Conagra Brands Inc | 22,400 | 352.1K $ | |
| Bank of Hawaii Corp | 3,773 | 280.1K $ | |
| Emerson Electric Co. | 2,071 | 271.3K $ | |
| Union Pacific Corp | 1,045 | 253.5K $ | |
| Amazon.com Inc | 1,197 | 249.3K $ | |
| RTX Corp | 1,040 | 200.6K $ | |