Fund HoldingsRBO & CO LLC

Total Portfolio Value
$626.53M
Total Bought
$40.63M
Total Sold
$68.27M
Net Transaction
-$27.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
KEYSIGHT TECHNOLOGIES INC(KEYS)068,195+68,195010,2141.63%+10,214
MONDELEZ INTER-A(MDLZ)259,715349,139+89,42415,51323,6893.78%+8,176
PHILIP MORRIS IN(PM)189,411182,784-6,62722,79629,0134.63%+6,218
ABBVIE INC(ABBV)194,267189,662-4,60534,52139,7386.34%+5,217
JOHNSON&JOHNSON(JNJ)213,574216,179+2,60530,88735,8515.72%+4,964
BERKSHIRE HATH-B69,08167,910-1,17131,31336,1675.77%+4,854
ABBOTT LABS215,897215,834-6324,42028,6304.57%+4,210
ZOETIS INC(ZTS)89,651110,644+20,99314,60718,2182.91%+3,611
KENVUE INC(KVUE)1,003,7751,000,641-3,13421,43123,9953.83%+2,565
CIE FINANCI-REG125,232123,434-1,79819,05921,3423.41%+2,283
HEINEKEN HLDG162,400162,40009,72711,7351.87%+2,007
WASTE MANAGEMENT(WM)55,20755,471+26411,14012,8422.05%+1,702
COCA-COLA CO/THE(KO)238,673226,511-12,16214,86016,2232.59%+1,363
MCDONALDS CORP(MCD)112,050108,326-3,72432,48233,8385.40%+1,356
EXXON MOBIL CORP127,735125,890-1,84513,74014,9722.39%+1,232
ALTRIA GROUP INC(MO)99,47399,47305,2015,9700.95%+769
PFIZER INC(PFE)029,600+29,60007500.12%+750
VERIZON COMMUNIC(VZ)015,137+15,13706870.11%+687
BERKSHIRE HATH-A5503,4053,9920.64%+588
VISA INC-CLASS A(V)5,2915,29101,6721,8540.30%+182
LYONDELLBASELL-A
SHS - A -
29,71833,935+4,2172,2072,3890.38%+182
WARNER MUSIC-A(WMG)448,854448,334-52013,91414,0552.24%+141
LIVE NATION ENTE(LYV)123,748123,728-2016,02516,1562.58%+131
JPMORGAN CHASE(JPM)110,372108,319-2,05326,45726,5714.24%+113
AMERICAN TOWER C(AMT)2,5002,50004595440.09%+85
DOMINION ENERGY(D)17,97617,97609681,0080.16%+40
BANK NEW YORK MELLON CORP4,0004,00003073350.05%+28
UNILEVER PLC-ADR(UL)7,7697,76904414630.07%+22
PROCTER & GAMBLE(PG)1,9231,92303223280.05%+5
FERRARI NV
COM
1,3111,31105605550.09%-4
NEXTERA ENERGY(NEE)7,2007,20005165100.08%-6
ILLINOIS TOOL WO(ITW)2,1002,10005325210.08%-12
BANK HAWAII CORP10,19310,19307267030.11%-23
REGENCY CENTERS(REG)192,108192,108014,20314,1702.26%-33
CATERPILLAR INC(CAT)1,5001,50005444950.08%-49
AMAZON.COM INC(AMZN)1,6351,401-2343592670.04%-92
GRACO INC(GGG)183,643183,643015,47915,3362.45%-143
PEPSICO INC(PEP)118,400118,971+57118,00417,8382.85%-165
ORACLE CORP(ORCL)6,6006,60001,1009230.15%-177
NVIDIA CORP(NVDA)7,8107,570-2401,0498200.13%-228
ALPHABET INC-A(GOOG)12,24012,055-1852,3171,8640.30%-453
MICROSOFT CORP(MSFT)9,8269,82604,1423,6890.59%-453
WESTAMERICA BANC(WABC)294,725294,725015,46114,9222.38%-539
EQUIFAX INC(EFX)68,55268,958+40617,47016,7952.68%-675
CREDIT ACCEP CORP MICH(CACC)1,8700-1,8708780-878
BROWN-FORMAN -B(BF-A)289,097289,563+46610,9809,8281.57%-1,152
PRICE T ROWE GROUP INC(TROW)82,61889,098+6,4809,3438,1851.31%-1,158
COOPER COS INC(COO)180,279181,598+1,31916,57315,3182.44%-1,255
LOCKHEED MARTIN(LMT)25,03423,977-1,05712,16510,7111.71%-1,454
WALT DISNEY CO(DIS)149,434144,734-4,70016,63914,2852.28%-2,354
DIAGEO PLC-ADR(DEO)118,205118,507+30215,02712,4181.98%-2,609
WYNDHAM HOTELS &(WH)272,856268,584-4,27227,50124,3103.88%-3,192
OXFORD INDS INC168,045168,847+80213,2399,9061.58%-3,332
RETAIL OPPORTUNI740,5290-740,52912,8560-12,856
APPLE INC(AAPL)70,5632,669-67,89417,6705930.09%-17,078
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