RBO & CO LLC - Portfolio overview

RBO & CO LLC has 58 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Consumer Defensive.

Largest reported holdings by portfolio allocation

  1. JNJ - JOHNSON&JOHNSON, 8.75%
  2. ABBV - ABBVIE INC, 6.73%
  3. MCD - MCDONALDS CORP, 5.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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