Investor

RBO & CO LLC

Portfolio Total Value

$564,627,000.00

Number of Stocks

49

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
ABBV $34,521,000.0 6.12%
Reduced 0.42%
194,267 $177.7 $200.95
Added 13.08%
$153.58 $207.32
MCD $32,482,000.0 5.75%
Added 0.61%
112,050 $289.89 $302.53
Added 4.36%
$243.53 $317.9
BRK.B $31,312,000.0 5.55%
Reduced 0.2%
69,081 $453.28 $nan
Reduced nan%
$nan $nan
JNJ $30,887,000.0 5.47%
Added 0.78%
213,574 $144.62 $230.65
Added 59.49%
$140.68 $168.85
WH $27,501,000.0 4.87%
No Change
272,856 $100.79 $86.44
Reduced 14.24%
$67.67 $105.72
JPM $26,457,000.0 4.69%
Reduced 0.95%
110,372 $239.71 $311.69
Added 30.03%
$168.86 $264.25
ABT $24,420,000.0 4.33%
Added 1.55%
215,897 $113.11 $92.48
Reduced 18.24%
$99.71 $121.64
PM $22,795,000.0 4.04%
Reduced 0.17%
189,411 $120.35 $169.19
Added 40.58%
$87.82 $134.15
$21,430,000.0 3.8%
Added 1.25%
1,003,775 $21.35 $nan
Reduced nan%
$nan $nan
PEP $18,003,000.0 3.19%
Added 1.11%
118,400 $152.06 $155.7
Added 2.39%
$141.51 $183.41
AAPL $17,670,000.0 3.13%
Reduced 1.81%
70,563 $250.42 $273.43
Added 9.19%
$164.08 $260.1
EFX $17,470,000.0 3.1%
Added 1.12%
68,552 $254.85 $174.93
Reduced 31.36%
$213.02 $309.63
DIS $16,639,000.0 2.95%
Reduced 0.01%
149,434 $111.35 $103.65
Reduced 6.92%
$83.91 $123.74
LYV $16,025,000.0 2.84%
Reduced 0.04%
123,748 $129.5 $153.21
Added 18.31%
$86.67 $141.18
MDLZ $15,512,000.0 2.75%
Added 2.55%
259,715 $59.73 $57.71
Reduced 3.38%
$55.97 $77.2
GGG $15,479,000.0 2.74%
No Change
183,643 $84.29 $82.18
Reduced 2.5%
$77.49 $94.77
WABC $15,461,000.0 2.74%
Reduced 0.13%
294,725 $52.46 $54.65
Added 4.17%
$43.82 $59.97
DEO $15,027,000.0 2.66%
Added 7.71%
118,205 $127.13 $79.37
Reduced 37.57%
$113.99 $154.71
KO $14,859,000.0 2.63%
Reduced 0.03%
238,673 $62.26 $76.28
Added 22.52%
$57.93 $73.53
ZTS $14,606,000.0 2.59%
Reduced 0.19%
89,651 $162.93 $116.06
Reduced 28.77%
$144.8 $200.53
REG $14,202,000.0 2.52%
No Change
192,108 $73.93 $80.74
Added 9.21%
$56.51 $76.53
WMG $13,914,000.0 2.47%
Added 0.47%
448,854 $31.0 $28.99
Reduced 6.48%
$27.06 $38.05
XOM $13,740,000.0 2.43%
Added 1.63%
127,735 $107.57 $150.53
Added 39.94%
$97.74 $126.34
OXM $13,238,000.0 2.35%
Added 45.72%
168,045 $78.78 $45.54
Reduced 42.19%
$72.24 $113.88
ROIC $12,855,000.0 2.28%
Reduced 2.16%
740,529 $17.36 $0.0
Reduced 100.0%
$0.0 $0.0
LMT $12,164,000.0 2.16%
Reduced 17.62%
25,034 $485.93 $529.79
Added 9.03%
$413.92 $618.95
WM $11,140,000.0 1.97%
Added 0.96%
55,207 $201.79 $232.8
Added 15.37%
$183.0 $230.39
BFB $10,979,000.0 1.95%
Added 11.79%
289,097 $37.98 $0.0
Reduced 100.0%
$0.0 $0.0
TROW $9,343,000.0 1.66%
Added 0.22%
82,618 $113.09 $99.49
Reduced 12.03%
$100.49 $125.81
MO $5,201,000.0 0.92%
No Change
99,473 $52.29 $67.15
Added 28.42%
$39.25 $58.04
MSFT $4,141,000.0 0.73%
No Change
9,826 $421.5 $415.75
Reduced 1.36%
$385.58 $468.35
GOOGL $2,317,000.0 0.41%
No Change
12,240 $189.3 $338.89
Added 79.02%
$130.67 $202.29
LYB $2,207,000.0 0.39%
Reduced 1.75%
29,718 $74.27 $70.72
Reduced 4.78%
$72.21 $107.02
V $1,672,000.0 0.3%
No Change
5,291 $316.04 $308.88
Reduced 2.27%
$252.7 $325.74
NVDA $1,048,000.0 0.19%
No Change
7,810 $134.29 $199.64
Added 48.66%
$59.94 $153.13
ORCL $1,099,000.0 0.19%
No Change
6,600 $166.64 $176.28
Added 5.78%
$106.51 $198.31
D $968,000.0 0.17%
No Change
17,976 $53.86 $62.52
Added 16.08%
$43.53 $61.97
CACC $877,000.0 0.16%
No Change
1,870 $469.46 $517.75
Added 10.29%
$409.22 $616.66
BOH $726,000.0 0.13%
No Change
10,193 $71.24 $77.87
Added 9.31%
$54.5 $82.7
RACE $559,000.0 0.1%
Reduced 1.72%
1,311 $427.0 $354.19
Reduced 17.05%
$330.16 $498.23
CAT $544,000.0 0.1%
No Change
1,500 $362.76 $835.24
Added 130.25%
$288.34 $418.5
NEE $516,000.0 0.09%
No Change
7,200 $71.69 $96.25
Added 34.26%
$53.95 $86.1
ITW $532,000.0 0.09%
No Change
2,100 $253.56 $273.13
Added 7.72%
$232.77 $279.13
AMT $458,000.0 0.08%
No Change
2,500 $183.41 $179.01
Reduced 2.4%
$170.46 $243.56
UL $440,000.0 0.08%
No Change
7,769 $56.7 $57.52
Added 1.45%
$46.46 $65.87
PG $322,000.0 0.06%
No Change
1,923 $167.65 $145.71
Reduced 13.09%
$152.06 $180.43
AMZN $358,000.0 0.06%
No Change
1,635 $219.39 $255.08
Added 16.27%
$151.61 $235.44
BK $307,000.0 0.05%
No Change
4,000 $76.83 $135.42
Added 76.26%
$52.64 $85.81
UPS $204,000.0 0.04%
No Change
1,500 $136.34 $107.72
Reduced 20.99%
$121.56 $161.35