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| RBO & Co LLC
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| CRD # | 112172 |
| SEC # | 801-60283 |
| CIK # | 0001162827 |
| AUM | 654.8 M (2026-01-29) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Johnson & Johnson | 52.6 | ||
| AbbVie Inc | 40.5 | ||
| McDonalds Corp | 33.3 | ||
| Philip Morris International Inc | 29.8 | ||
| PepsiCo Inc | 23.2 | ||
| Wyndham Hotels & Resorts Inc | 22.4 | ||
| Abbott Laboratories | 22.4 | ||
| J P Morgan Chase & Co | 21.8 | ||
| Kraft Foods Inc | 20.6 | ||
| Keysight Technologies Inc | 20.3 | ||
| Live Nation Entertainment Inc | 19.4 | ||
| Kenvue Inc | 17.0 | ||
| Coca Cola Co | 16.9 | ||
| Regency Centers Corp | 16.5 | ||
| Graco Inc | 15.0 | ||
| Westamerica Bancorporation | 14.7 | ||
| Zoetis Inc | 14.5 | ||
| Adobe Systems Inc | 13.9 | ||
| Walt Disney Co | 13.7 | ||
| Waste Management Inc | 13.6 | ||
| Cooper Companies Inc | 12.9 | ||
| Equifax Inc | 12.8 | ||
| Lockheed Martin Corp | 12.3 | ||
| Warner Music Group Corp | 10.7 | ||
| Oxford Industries Inc | 9.8 | ||
| Altria Group Inc | 6.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 21.3 |
| (b) Individuals (high net worth individuals) | 69 | 589.3 |
| (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 | 25.3 |
| (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 | 7 | 18.9 |
| (n) Other | 0 | 0.0 |
| Total | 259 | 654.8 |
| By Discretionary | ||
| Discretionary | 259 | 654.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 259 | 654.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 654.8 | |
| Total | 259 | 654.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001162827] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
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|---|---|---|
|
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✚
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663.6 M | |
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PA | 654.5 M |
|
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DE | 652.9 M |
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NY | 651.5 M |
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|
650.7 M | |
|
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IL | 649.3 M |
|
Act Two Investors LLC
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647.0 M |