RBO & CO LLC — 13F holdings

RBO & CO LLC reported 56 holdings worth $628M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. JNJ JOHNSON & JOHNSON — $53.7M (8.5%)
2. ABBV ABBVIE INC — $45.6M (7.3%)
3. PM PHILIP MORRIS INTL INC — $32.2M (5.1%)
4. MCD MCDONALDS CORP — $28.7M (4.6%)
5. BRK.B BERKSHIRE HATHAWAY INC DEL — $28.0M (4.5%)
6. CFRHF Compagnie Financiere Richemont — $27.1M (4.3%)
7. JPM JPMorgan Chase & Co. — $23.5M (3.7%)
8. WH Wyndham Hotels & Resorts Inc — $22.7M (3.6%)
9. LYV LIVE NATION ENTERTAINMENT IN — $22.2M (3.5%)
10. MDLZ MONDELEZ INTL INC — $20.1M (3.2%)