RBO & CO LLC
Top Portfolio Positions
52 positions ·
$552,232,503 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
215,143 | $52,589,554 | 9.52% |
| ABBV |
AbbVie Inc.
Healthcare
|
186,062 | $40,466,624 | 7.33% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
107,160 | $33,304,256 | 6.03% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
179,973 | $29,756,735 | 5.39% |
| PEP |
Pepsico Inc
Consumer Defensive
|
149,250 | $23,177,032 | 4.20% |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
276,101 | $22,427,684 | 4.06% |
| ABT |
Abbott Laboratories
Healthcare
|
217,815 | $22,363,066 | 4.05% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
74,101 | $21,797,550 | 3.95% |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
358,239 | $20,648,895 | 3.74% |
| KEYS |
Keysight Technologies, Inc.
Technology
|
71,752 | $20,260,612 | 3.67% |
Holdings in WABC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,716,625 | 282,198 | Shares | Sole | 2026-05-14 | |
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