Tom Russo 13F Portfolio
Tom Russo runs GARDNER RUSSO & QUINN LLC and currently holds 85 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $8.93B. Their top holdings are GOOG, BRK-A, PM, MA, NSRGY. The top five represent 48.1% of reported portfolio weight. Tom Russo ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 5 existing positions. They trimmed 36 positions. Their current best-performing preview position is CAT with returns of +50.31%.
Portfolio Value
$8.93B
Alpha Score
34.0
#0 of 1000
Holdings
85
Tom Russo Current 13F Holdings
Reported holdings from GARDNER RUSSO & QUINN LLC's latest SEC 13F filing, ranked by portfolio weight.
85 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GOOG Alphabet Inc Cl C | 12.07% | $66.43 | $335.45 | +404.97% | Trimmed -9.02% |
BRK-A Berkshire Hathaway Inc Cl A | 12.01% | $103,776.43 | $765,267.98 | +637.42% | Trimmed -1.92% |
PM Philip Morris International In | 9.18% | $64.02 | $191.06 | +198.44% | Trimmed -1.61% |
MA Mastercard Inc Cl A | 8.76% | $30.87 | $569.15 | +1,743.70% | Trimmed -2.11% |
NSRGY Nestle SA Sponsored ADR | 6.11% | $62.10 | $94.98 | +52.95% | Trimmed -3.04% |
BRK-B Berkshire Hathaway Inc Cl B | 6.05% | $93.20 | $510.36 | +447.60% | Trimmed -2.80% |
SUNB Sunbelt Rentals Holdings Inc | 4.94% | $65.09 | $72.74 | +11.75% | Trimmed -2.50% |
NFLX Netflix Inc | 4.57% | $32.00 | $77.40 | +141.88% | Added +1.77% |
MLM Martin Marietta Materials | 4.56% | $135.06 | $509.96 | +277.58% | Trimmed -1.40% |
UBER Uber Technologies Inc | 4.11% | $68.17 | $71.65 | +5.10% | Trimmed -1.73% |
Showing 1-10 of 85