Rbo & CO LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $535 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $34.5M, Mcdonalds Corp with a value of $32.5M, Berkshire Hathaway Inc Class B with a value of $31.3M, Johnson & Johnson with a value of $30.9M, and Wyndham Hotels & Resorts, Inc. with a value of $27.5M.

Examining the 13F form we can see an decrease of $10.1M in the current position value, from $546M to 535M.

Rbo & CO LLC is based out at St Helena, CA

Below you can find more details about Rbo & CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $535 Million
Healthcare: $104 Million
Consumer Defensive: $92.2 Million
Financial Services: $89.6 Million
Consumer Cyclical: $74.1 Million
Industrials: $57.3 Million
Communication Services: $48.9 Million
Real Estate: $27.5 Million
Technology: $24 Million
Other: $17.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $535 Million
  • Prior Value $546 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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