RBO & CO LLC

CIK: 0001162827Latest portfolio: $628.4M · Q4 2025

Holdings

52

Total Value

$628.4M

New Positions

0

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
JNJJOHNSON&JOHNSON
217,445$45.0M7.16%+64
2
ABBVABBVIE INC
188,539$43.1M6.86%-475
3
BRK/BBERKSHIRE HATH-B
67,181$33.8M5.37%-38
4
MCDMCDONALDS CORP
108,295$33.1M5.27%+3
5
4I1PHILIP MORRIS IN
181,331$29.1M4.63%+346
6
ABTABBOTT LABS
218,403$27.4M4.35%+598
7
CFR.SWCIE FINANCI-REG
122,143$26.5M4.22%-10
8
JPMJPMORGAN CHASE
75,451$24.3M3.87%-86
9
PEPPEPSICO INC
152,001$21.8M3.47%-782
10
WHWYNDHAM HOTELS &
281,118$21.2M3.38%+3K
11
MDLZMONDELEZ INTER-A
359,547$19.4M3.08%+5K
12
LYVLIVE NATION ENTE
129,429$18.4M2.94%+6K
13
KVUEKENVUE INC
1,004,502$17.3M2.76%-125
14
DISWALT DISNEY CO
144,744$16.5M2.62%+10
15
KOCOCA-COLA CO/THE
226,363$15.8M2.52%
16
ZTSZOETIS INC
125,304$15.8M2.51%+13K
17
EFXEQUIFAX INC
72,629$15.8M2.51%+3K
18
REGREGENCY CENTERS
223,214$15.4M2.45%+29K
19
XOMEXXON MOBIL CORP
126,856$15.3M2.43%+388
20
COOCOOPER COS INC
185,041$15.2M2.41%-21,691
21
GGGGRACO INC
183,643$15.1M2.40%
22
KEYSKEYSIGHT TECHNOLOGIES INC
73,954$15.0M2.39%
23
WABCWESTAMERICA BANC
286,840$13.7M2.18%-10,248
24
WMGWARNER MUSIC-A
439,308$13.5M2.14%-5,240
25
WMWASTE MANAGEMENT
59,847$13.1M2.09%+2K

Quarterly Changes

New Positions

No new positions this quarter

Closed Positions

  • ULCLOSED
    $457.6M
  • PGCLOSED
    $275.5M

Increased Positions

NameSharesChange
BF/B431K+139K
REG223K+29K
ZTS125K+13K
LYV129K+6K
MDLZ360K+5K
EFX73K+3K
WH281K+3K
ADBE37K+3K
WM60K+2K
ABT218K+598

Decreased Positions

NameSharesChange
OXM221K-73454
HEIO.AS127K-33343
COO185K-21691
WABC287K-10248
LYB29K-6428
WMG439K-5240
PEP152K-782
ABBV189K-475
AMZN1K-179
KVUE1.0M-125

Sector Breakdown

Healthcare0.0% ($4500043079273631744.0T)
Unknown0.0% ($3376829085265300992.0T)
Consumer Defensive0.0% ($2181519354173271808.0T)
Financial Services0.0% ($243111371918341248.0T)
Industrials0.0% ($15759150531314812.0T)
Technology0.0% ($1502613045470813.8T)
Consumer Cyclical0.0% ($33098212417.5T)
Communication Services0.0% ($1844316467.1T)
Real Estate0.0% ($15.4B)
Utilities0.0% ($1.1B)
Energy0.0% ($15.3M)
Basic Materials0.0% ($1.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$628.4M52
Q3 2025Nov 12, 2025$639.3B54
Q2 2025Aug 12, 2025$623.7B54
Q1 2025May 14, 2025$626.5B53
Q4 2024Feb 14, 2025$613.2B52

Fund Information

CIK0001162827
Most Recent FilingFeb 12, 2026
Number of Filings5

RBO & CO LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $628.4M across 52 holdings. The largest position is JOHNSON&JOHNSON (JNJ), representing 7.2% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.