RBO & CO LLC
All 13F Filings
- Location
- St Helena, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 628,131
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 56 | 628,131 | 13F-HR | RBO & CO LLC |
| Q1 2026 | 5/14/2026 | 57 | 619,606 | 13F-HR | RBO & CO LLC |
| Q4 2025 | 2/12/2026 | 52 | 628,375 | 13F-HR | RBO & CO LLC |
| Q3 2025 | 11/12/2025 | 54 | 639,291 | 13F-HR | RBO & CO LLC |
| Q2 2025 | 8/12/2025 | 54 | 623,729 | 13F-HR | RBO & CO LLC |
| Q2 2014 | 8/8/2014 | 54 | 282,466 | 13F-HR | RBO & CO LLC |
| Q1 2014 | 5/13/2014 | 51 | 269,909 | 13F-HR | RBO & CO LLC |
| Q4 2013 | 2/12/2014 | 50 | 259,159 | 13F-HR | RBO & CO LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 628.1 K | 100.0% | 9.341 K | 0 | 9.341 K |
| ETFs | 0 | 0.0% | 0 | 825 | -825 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
628,131
Holdings
56
QoQ value change ($000)
8,525
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.