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Home > Institutional Investor > Rbo & Co Llc > Profile

Instuitional Investor - Rbo & Co Llc

Fund Profile
Filing Period:
Fund Name: Rbo & Co Llc
Portfolio Value $582,904,350
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mcdonalds Corp
 MCD 111,936 $33,190,143 5.69%
2.
Johnson & Johnson
 JNJ 209,415 $32,823,712 5.63%
3.
Abbvie Inc.
 ABBV 196,953 $30,521,806 5.23%
4.
Berkshire Hathaway Inc
 BRK.A 69,404 $24,753,452 4.24%
5.
Abbott Laboratories
 ABT 220,890 $24,313,329 4.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)