Fund HoldingsRBO & CO LLC

Total Portfolio Value
$623.73M
Total Bought
$35.99M
Total Sold
$19.13M
Net Transaction
+$16.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ADOBE INC(ADBE)020,174+20,17407,8051.25%+7,805
PHILIP MORRIS IN(PM)182,784181,193-1,59129,01333,0015.29%+3,987
WALT DISNEY CO(DIS)144,734144,734014,28517,9482.88%+3,663
LIVE NATION ENTE(LYV)123,728123,728016,15618,7183.00%+2,561
PEPSICO INC(PEP)118,971152,783+33,81217,83820,1733.23%+2,335
KEYSIGHT TECHNOLOGIES INC(KEYS)68,19573,824+5,62910,21412,0971.94%+1,883
CIE FINANCI-REG123,434123,373-6121,34223,1693.71%+1,827
EQUIFAX INC(EFX)68,95869,365+40716,79517,9912.88%+1,196
MICROSOFT CORP(MSFT)9,8269,735-913,6894,8420.78%+1,154
PRICE T ROWE GROUP INC(TROW)89,09892,772+3,6748,1858,9521.44%+767
ABBOTT LABS215,834215,803-3128,63029,3514.71%+721
ORACLE CORP(ORCL)6,6006,60009231,4430.23%+520
GRACO INC(GGG)183,643183,643015,33615,7882.53%+452
LOCKHEED MARTIN(LMT)23,97723,977010,71111,1051.78%+394
NVIDIA CORP(NVDA)7,5707,470-1008201,1800.19%+360
HEINEKEN HLDG162,400162,060-34011,73512,0311.93%+296
ALPHABET INC-A(GOOG)12,05512,05501,8642,1240.34%+260
MONDELEZ INTER-A(MDLZ)349,139354,629+5,49023,68923,9163.83%+227
CATERPILLAR INC(CAT)1,5001,50004955820.09%+88
FERRARI NV
COM
1,3111,31105556400.10%+85
AMAZON.COM INC(AMZN)1,4011,376-252673020.05%+35
BANK NEW YORK MELLON CORP4,0004,00003353640.06%+29
UNILEVER PLC-ADR(UL)7,7697,76904634750.08%+13
AMERICAN TOWER C(AMT)2,5002,50005445530.09%+9
DOMINION ENERGY(D)17,97617,97601,0081,0160.16%+8
VISA INC-CLASS A(V)5,2915,230-611,8541,8570.30%+3
ILLINOIS TOOL WO(ITW)2,1002,10005215190.08%-2
NEXTERA ENERGY(NEE)7,2007,20005105000.08%-11
VERIZON COMMUNIC(VZ)15,13715,13706876550.11%-32
PFIZER INC(PFE)29,60029,60007507180.12%-33
PROCTER & GAMBLE(PG)1,9231,793-1303282860.05%-42
APPLE INC(AAPL)2,6692,66905935480.09%-45
WASTE MANAGEMENT(WM)55,47155,731+26012,84212,7522.04%-90
COCA-COLA CO/THE(KO)226,511226,363-14816,22316,0152.57%-208
LYONDELLBASELL-A
SHS - A -
33,93537,485+3,5502,3892,1690.35%-220
DIAGEO PLC-ADR(DEO)118,507120,816+2,30912,41812,1831.95%-235
ALTRIA GROUP INC(MO)99,47397,748-1,7255,9705,7310.92%-239
BERKSHIRE HATH-A5503,9923,6440.58%-348
BANK HAWAII CORP10,1933,773-6,4207032550.04%-448
REGENCY CENTERS(REG)192,108192,108014,17013,6842.19%-486
WESTAMERICA BANC(WABC)294,725297,088+2,36314,92214,3912.31%-531
COOPER COS INC(COO)181,598206,732+25,13415,31814,7112.36%-607
ZOETIS INC(ZTS)110,644111,432+78818,21817,3782.79%-840
EXXON MOBIL CORP125,890126,468+57814,97213,6332.19%-1,339
WARNER MUSIC-A(WMG)448,334453,954+5,62014,05512,3661.98%-1,690
OXFORD INDS INC168,847197,289+28,4429,9067,9411.27%-1,965
BROWN-FORMAN -B(BF-A)289,563289,623+609,8287,7941.25%-2,034
WYNDHAM HOTELS &(WH)268,584273,929+5,34524,31022,2463.57%-2,064
MCDONALDS CORP(MCD)108,326108,292-3433,83831,6405.07%-2,198
JOHNSON&JOHNSON(JNJ)216,179216,925+74635,85133,1355.31%-2,716
KENVUE INC(KVUE)1,000,6411,005,652+5,01123,99521,0483.37%-2,947
BERKSHIRE HATH-B67,91067,894-1636,16732,9815.29%-3,187
JPMORGAN CHASE(JPM)108,31976,377-31,94226,57122,1423.55%-4,428
ABBVIE INC(ABBV)189,662189,854+19239,73835,2415.65%-4,497
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