RBO & CO LLC

PrivateCIK: 1162827
Location

SAINT HELENA, CA

57
Positions
$619.61M
Total AUM (reported)
6.25M
Total Shares

Allocation by class

TOTAL AUM$619.61M57 positions
COM$618.78M99.9%
SHORT TERM TREAS$824.9K0.1%

Portfolio Concentration

Top 320.4%4–1027.6%11–2538.9%Rest13.0%TOP 1048.0%0%100%
Top 3$126.36M20.4%
4–10$171.27M27.6%
11–25$241.21M38.9%
Rest$80.77M13.0%

Top 3 weight

20.4%

Top 10 weight

48.0%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole57
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings57
Rows:

JOHNSON&JOHNSON

SOLE
com
Shares215.14K
TypeSH
Market value$52.59M
8.49%
Sole
0.00
Shared
0.00
None
0.00

ABBVIE INC

SOLE
com
Shares186.06K
TypeSH
Market value$40.47M
6.53%
Sole
0.00
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
com
Shares107.16K
TypeSH
Market value$33.30M
5.38%
Sole
0.00
Shared
0.00
None
0.00

BERKSHIRE HATH-B

SOLE
com
Shares64.78K
TypeSH
Market value$31.04M
5.01%
Sole
0.00
Shared
0.00
None
0.00

PHILIP MORRIS IN

SOLE
com
Shares179.97K
TypeSH
Market value$29.76M
4.80%
Sole
0.00
Shared
0.00
None
0.00

PEPSICO INC

SOLE
com
Shares149.25K
TypeSH
Market value$23.18M
3.74%
Sole
0.00
Shared
0.00
None
0.00

WYNDHAM HOTELS &

SOLE
com
Shares276.10K
TypeSH
Market value$22.43M
3.62%
Sole
0.00
Shared
0.00
None
0.00

ABBOTT LABS

SOLE
com
Shares217.81K
TypeSH
Market value$22.36M
3.61%
Sole
0.00
Shared
0.00
None
0.00

JPMORGAN CHASE

SOLE
com
Shares74.10K
TypeSH
Market value$21.80M
3.52%
Sole
0.00
Shared
0.00
None
0.00

CIE FINANCI-REG

SOLE
com
Shares120.05K
TypeSH
Market value$20.70M
3.34%
Sole
0.00
Shared
0.00
None
0.00

MONDELEZ INTER-A

SOLE
com
Shares358.24K
TypeSH
Market value$20.65M
3.33%
Sole
0.00
Shared
0.00
None
0.00

KEYSIGHT TECHNOLOGIES INC

SOLE
com
Shares71.75K
TypeSH
Market value$20.26M
3.27%
Sole
0.00
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
com
Shares114.78K
TypeSH
Market value$19.47M
3.14%
Sole
0.00
Shared
0.00
None
0.00

LIVE NATION ENTE

SOLE
com
Shares126.92K
TypeSH
Market value$19.36M
3.12%
Sole
0.00
Shared
0.00
None
0.00

KENVUE INC

SOLE
com
Shares984.98K
TypeSH
Market value$16.98M
2.74%
Sole
0.00
Shared
0.00
None
0.00

COCA-COLA CO/THE

SOLE
com
Shares221.72K
TypeSH
Market value$16.86M
2.72%
Sole
0.00
Shared
0.00
None
0.00

REGENCY CENTERS

SOLE
com
Shares217.79K
TypeSH
Market value$16.48M
2.66%
Sole
0.00
Shared
0.00
None
0.00

GRACO INC

SOLE
com
Shares177.28K
TypeSH
Market value$15.01M
2.42%
Sole
0.00
Shared
0.00
None
0.00

WESTAMERICA BANC

SOLE
com
Shares282.20K
TypeSH
Market value$14.72M
2.38%
Sole
0.00
Shared
0.00
None
0.00

ZOETIS INC

SOLE
com
Shares122.98K
TypeSH
Market value$14.54M
2.35%
Sole
0.00
Shared
0.00
None
0.00

ADOBE INC

SOLE
com
Shares57.07K
TypeSH
Market value$13.87M
2.24%
Sole
0.00
Shared
0.00
None
0.00

WALT DISNEY CO

SOLE
com
Shares141.90K
TypeSH
Market value$13.68M
2.21%
Sole
0.00
Shared
0.00
None
0.00

WASTE MANAGEMENT

SOLE
com
Shares59.21K
TypeSH
Market value$13.61M
2.20%
Sole
0.00
Shared
0.00
None
0.00

COOPER COS INC

SOLE
com
Shares181.09K
TypeSH
Market value$12.95M
2.09%
Sole
0.00
Shared
0.00
None
0.00

EQUIFAX INC

SOLE
com
Shares71K
TypeSH
Market value$12.79M
2.06%
Sole
0.00
Shared
0.00
None
0.00
Page 1 of 3