Top 10 Form 13F Holdings as of 03/31/24
Name of Issuer Market Value ($) % of 13F Holdings 03/31/24 Price
ABBVIE INC 35,848,570 5.99% $182.10
JOHNSON&JOHNSON 33,281,757 5.56% $158.19
MCDONALDS CORP 31,546,258 5.27% $281.95
BERKSHIRE HATH-B 29,120,379 4.86% $420.52
JPMORGAN CHASE 26,048,614 4.35% $200.30
ABBOTT LABS 24,074,063 4.02% $113.66
WYNDHAM HOTELS & 20,792,112 3.47% $76.75
PEPSICO INC 20,541,221 3.43% $175.01
CIE FINANCIERE RICHEMONT 19,122,040 3.19% $152.69
COOPER COS INC 18,391,553 3.07% $101.46

For a complete list of 13F holdings, please see our most recent Form 13F filing on the following SEC website:

RBO claims compliance with the Global Investment Performance Standards (GIPS®). GIPS is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. RBO has been independently verified for the periods January 1, 2004, through December 31, 2023. The verification report is available upon request. Verification assesses whether (1) the firm has complied with all the composite construction requirements of the GIPS standards on a firm-wide basis and (2) the firm’s policies and procedures are designed to calculate and present performance in compliance with the GIPS standards. Verification does not ensure the accuracy of any specific composite presentation. To obtain GIPS-compliant performance information for the firm’s strategies and products, contact us via e-mail at, via phone at (707) 963-1231, or via mail to RBO & Co., LLC, Attn: GIPS Request, P.O. Box 306, St. Helena, CA, 94574.

RBO is an independent investment advisory firm established in 1980. RBO is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. RBO is headquartered in Saint Helena, CA.