Rbo & Co. LLC
Annual return '25
+6.2%
SPY '25
+17.7%
Alpha
-11.5ptsvs SPY
Invested
$619.6M
Holdings
57
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JNJ
JOHNSON&JOHNSON
Held since at least Q1 2024
8.5%
02
$ABBV
ABBVIE INC
Held since at least Q1 2024
6.5%
03
$MCD
MCDONALDS CORP
Held since at least Q1 2024
5.4%
04
$BRK/B
BERKSHIRE HATH-B
Held since at least Q1 2024
5.0%
05
$PM
PHILIP MORRIS IN
Held since at least Q1 2024
4.8%
06
$PEP
PEPSICO INC
Held since at least Q1 2024
3.7%
07
$WH
WYNDHAM HOTELS &
Held since at least Q1 2024
3.6%
08
$ABT
ABBOTT LABS
Held since at least Q1 2024
3.6%
09
$JPM
JPMORGAN CHASE
Held since at least Q1 2024
3.5%
10
$CFRHF
CIE FINANCI-REG
Held since at least Q1 2024
3.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:36 UTC.