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Tom Russo 13F portfolio summary

Tom Russo of GARDNER RUSSO & QUINN LLC has 86 current stock holdings with a reported portfolio value of $8.50B. The portfolio 1 year return is +2.76%. Top holdings include BRK-A (12.34%), GOOG (11.31%), MA (9.15%), PM (8.96%), HEIO.AS (7.57%).

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Tom Russo

GARDNER RUSSO & QUINN LLC
Latest filing: 2026-03-31

Tom Russo runs GARDNER RUSSO & QUINN LLC and currently holds 86 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $8.50B. Their top holdings are BRK-A, GOOG, MA, PM, HEIO.AS. The top five represent 49.3% of reported portfolio weight. Tom Russo ranks #815 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Tom Russo initiated 2 new positions. They added to 11 existing positions. They trimmed 34 positions. Their current best-performing preview position is GNRC with returns of +43.24%.

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Top 5 Holdings
BRK-A12.3%
GOOG11.3%
MA9.1%
PM9.0%
Top 5: 49.3%
Portfolio Returns
1 Year
+2.76%
#965/1000
3 Year
+31.07%
#820/1000
5 Year
+43.68%
#761/1000

Portfolio Value

$8.50B

Alpha Score

26.7

#815 of 1000

Holdings

86

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86 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
BRK-A
Berkshire Hathaway Inc Cl A
12.34%$103,776.43$763,200.69+635.43%
Trimmed
-1.88%
GOOG
Alphabet Inc Cl C
11.31%$66.43$333.47+401.99%
Trimmed
-14.78%
MA
Mastercard Inc Cl A
9.15%$30.87$562.65+1,722.64%
Trimmed
-1.95%
PM
Philip Morris International In
8.96%$64.02$201.73+215.10%
Trimmed
-1.97%
HEIO.AS
Heineken Holding NV
7.57%$46.03$73.55+59.79%
Trimmed
-1.07%
CFR.SW
Compagnie Financiere Richemont
7.00%$83.19$187.60+125.51%
Trimmed
-1.57%
NSRGY
Nestle SA Sponsored ADR
6.39%$62.10$100.48+61.80%
Trimmed
-2.41%
NFLX
Netflix Inc
6.35%$106.92$72.26-32.42%
Added
+12.11%
BRK-B
Berkshire Hathaway Inc Cl B
6.26%$93.20$509.24+446.39%
Trimmed
-1.33%
MLM
Martin Marietta Materials
4.96%$135.06$572.93+324.20%
Trimmed
-1.54%

Showing 1-10 of 86