Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RBO & CO LLC (CIK 1162827) reported $619.6M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JNJ ($52.6M, 8.49%), ABBV ($40.5M, 6.53%), MCD ($33.3M, 5.38%), BRK/B ($31.0M, 5.01%), PM ($29.8M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON&JOHNSON | $52.6M | 8.49% | 215,143 | Trimmed |
| 2 | ABBV | ABBVIE INC | $40.5M | 6.53% | 186,062 | Trimmed |
| 3 | MCD | MCDONALDS CORP | $33.3M | 5.38% | 107,160 | Trimmed |
| 4 | BRK/B | BERKSHIRE HATH-B | $31.0M | 5.01% | 64,784 | Trimmed |
| 5 | PM | PHILIP MORRIS IN | $29.8M | 4.80% | 179,973 | Trimmed |
| 6 | PEP | PEPSICO INC | $23.2M | 3.74% | 149,250 | Trimmed |
| 7 | WH | WYNDHAM HOTELS & | $22.4M | 3.62% | 276,101 | Trimmed |
| 8 | ABT | ABBOTT LABS | $22.4M | 3.61% | 217,815 | Trimmed |
| 9 | JPM | JPMORGAN CHASE | $21.8M | 3.52% | 74,101 | Trimmed |
| 10 | CFRHF | CIE FINANCI-REG | $20.7M | 3.34% | 120,053 | Trimmed |
| 11 | MDLZ | MONDELEZ INTER-A | $20.6M | 3.33% | 358,239 | Trimmed |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | $20.3M | 3.27% | 71,752 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $19.5M | 3.14% | 114,777 | Trimmed |
| 14 | LYV | LIVE NATION ENTE | $19.4M | 3.12% | 126,920 | Trimmed |
| 15 | KVUE | KENVUE INC | $17.0M | 2.74% | 984,976 | Trimmed |
| 16 | KO | COCA-COLA CO/THE | $16.9M | 2.72% | 221,718 | Trimmed |
| 17 | REG | REGENCY CENTERS | $16.5M | 2.66% | 217,792 | Trimmed |
| 18 | GGG | GRACO INC | $15.0M | 2.42% | 177,280 | Trimmed |
| 19 | WABC | WESTAMERICA BANC | $14.7M | 2.38% | 282,198 | Trimmed |
| 20 | ZTS | ZOETIS INC | $14.5M | 2.35% | 122,983 | Trimmed |
| 21 | ADBE | ADOBE INC | $13.9M | 2.24% | 57,067 | Added |
| 22 | DIS | WALT DISNEY CO | $13.7M | 2.21% | 141,895 | Trimmed |
| 23 | WM | WASTE MANAGEMENT | $13.6M | 2.20% | 59,209 | Trimmed |
| 24 | COO | COOPER COS INC | $12.9M | 2.09% | 181,095 | Trimmed |
| 25 | EFX | EQUIFAX INC | $12.8M | 2.06% | 71,004 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31