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| Happy Holidays!! thanks for using AUM13F!! |
| RBO & Co LLC
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| CRD # | 112172 |
| SEC # | 801-60283 |
| CIK # | 0001162827 |
| AUM | $640.7 M (2025-03-31) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 707-963-1231 |
| Address | 1478 Railroad Avenue Suite 1 St Helena, CA 94574-1145 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001162827 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 35.2 | ||
| Johnson & Johnson | 33.1 | ||
| Philip Morris International Inc | 33.0 | ||
| McDonalds Corp | 31.6 | ||
| Abbott Laboratories | 29.4 | ||
| Kraft Foods Inc | 23.9 | ||
| Wyndham Hotels & Resorts Inc | 22.2 | ||
| J P Morgan Chase & Co | 22.1 | ||
| Kenvue Inc | 21.0 | ||
| PepsiCo Inc | 20.2 | ||
| Live Nation Entertainment Inc | 18.7 | ||
| Equifax Inc | 18.0 | ||
| Walt Disney Co | 17.9 | ||
| Zoetis Inc | 17.4 | ||
| Coca Cola Co | 16.0 | ||
| Graco Inc | 15.8 | ||
| Cooper Companies Inc | 14.7 | ||
| Westamerica Bancorporation | 14.4 | ||
| Regency Centers Corp | 13.7 | ||
| Exxon Mobil Corp | 13.6 | ||
| Waste Management Inc | 12.8 | ||
| Warner Music Group Corp | 12.4 | ||
| Diageo PLC | 12.2 | ||
| Keysight Technologies Inc | 12.1 | ||
| Lockheed Martin Corp | 11.1 | ||
| Price T Rowe Group Inc | 9.0 | ||
| Oxford Industries Inc | 7.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 8.2 |
| (b) Individuals (high net worth individuals) | 69 | 586.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 30.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 15.4 |
| (n) Other | 0 | 0.0 |
| Total | 250 | 640.7 |
| By Discretionary | ||
| Discretionary | 250 | 640.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 250 | 640.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 640.7 | |
| Total | 250 | 640.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001162827] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Searle & Co
✚
|
CT | 0.6 |
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Navpoint Financial Inc
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MN | 0.6 |
|
Sa Mason LLC
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MI | 0.6 |
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HOEY Investments Inc
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PA | 0.6 |
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Wisdom Financial Services LLC
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IL | 0.6 |
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Integris Wealth Management LLC
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CA | 0.6 |
|
Downtown Wealth Studios LLC
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FL | 0.6 |
|
Aberdeen Wealth Management LLC
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IL | 0.6 |
|
Service Academy Capital Management LLC
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TX | 0.6 |
|
Navista Wealth Management Inc
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|
MN | 0.6 |