Thomas Russo - Gardner Russo & Quinn
As of Q2 2026, Thomas Russo reported 85 long-equity positions worth $8.93B in aggregate.
Copy-investor backtest
- Latest quarter
- +2.96%
- 1-year
- +9.55%
- 3-year
- +40.37%
- 5-year
- +44.31%
- 3-year vs S&P 500
- -33.64%
- 5-year vs S&P 500
- -29.91%
- 5-year top 5
- +49.65%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 61 of 94 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | Berkshire Hathaway Inc Cl A COMCUSIP 084670108 | 18.03% | Add +1.9% | 3,353 | $408.4M | No quote | No quote |
| 2 | PM | Philip Morris International In COM | 16.42% | Add +12.2% | 7,130,475 | $371.93M | $52.16 | No quote |
| 3 | WFC | Wells Fargo COM | 8.17% | Add +9.0% | 5,950,024 | $185.17M | $31.12 | No quote |
| 4 | CMCSK | Comcast Corp Special Cl A COM | 7.71% | Add +0.2% | 9,724,952 | $174.76M | No quote | No quote |
| 5 | MO | Altria Group Inc COM | 6.31% | Add +6.2% | 6,961,362 | $142.85M | $20.52 | No quote |
| 6 | MLM | Martin Marietta Materials COM | 6.25% | Add +0.7% | 1,694,685 | $141.59M | $83.55 | No quote |
| 7 | UN | Unilever NV COM | 6.08% | Add +23.4% | 4,564,871 | $137.68M | No quote | No quote |
| 8 | SNI | Scripps Networks Interactive C COM | 4.95% | Add +0.1% | 2,528,432 | $112.14M | No quote | No quote |
| 9 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | 4.84% | Add +5095.4% | 1,350,488 | $109.75M | No quote | No quote |
| 10 | BF/A | Brown-Forman Corp Cl A COMCUSIP 115637100 | 4.16% | Add +2.7% | 1,501,766 | $94.31M | No quote | No quote |
| 11 | WPO | Washington Post Cl B COM | 3.65% | Add +1.1% | 186,289 | $82.75M | No quote | No quote |
| 12 | HAS | Hasbro Inc COM | 1.76% | Reduce -0.1% | 1,043,195 | $39.93M | $38.28 | No quote |
| 13 | DEO | Diageo PLC Sponsored ADR COM | 1.43% | Add +0.8% | 480,469 | $32.41M | $67.45 | No quote |
| 14 | MA | Mastercard Inc Cl A COM | 1.14% | Add +15.8% | 101,630 | $25.81M | $254.00 | No quote |
| 15 | ABT | Abbott Labs COM | 1.00% | Add +18.8% | 430,345 | $22.67M | $52.68 | No quote |
| 16 | PG | Procter & Gamble COM | 0.73% | Reduce -2.4% | 262,687 | $16.62M | $63.27 | No quote |
| 17 | MKL | Markel Corp COM | 0.63% | Reduce -3.5% | 38,374 | $14.38M | $374.65 | No quote |
| 18 | MLKN | Herman Miller Inc COM | 0.60% | Reduce -2.0% | 747,639 | $13.5M | $18.06 | No quote |
| 19 | HRL | Hormel Foods Corp COM | 0.59% | Reduce -3.1% | 317,199 | $13.33M | $42.01 | No quote |
| 20 | XOM | Exxon Mobil Corp COM | 0.58% | Add +3.6% | 197,752 | $13.25M | $66.98 | No quote |
| 21 | BF/B | Brown-Forman Corp Cl B COMCUSIP 115637209 | 0.47% | Reduce -2.2% | 178,095 | $10.59M | No quote | No quote |
| 22 | PEP | Pepsico Inc COM | 0.37% | Reduce -0.0% | 127,902 | $8.46M | $66.16 | No quote |
| 23 | CR | Crane COM | 0.31% | Add +6.3% | 199,847 | $7.1M | $35.50 | No quote |
| 24 | MSFT | Microsoft Corp COM | 0.27% | Add +85.5% | 209,847 | $6.15M | $29.29 | No quote |
| 25 | MKC | McCormick Inc COM | 0.26% | Reduce -0.1% | 156,150 | $5.99M | $38.36 | No quote |
| 26 | SPLS | Staples Inc COM | 0.23% | Add +29.4% | 220,630 | $5.16M | No quote | No quote |
| 27 | CVX | Chevron Corp COM | 0.22% | Add +17.1% | 65,069 | $4.93M | $75.83 | No quote |
| 28 | RDSA | Royal Dutch Shell PLC ADR A COM | 0.15% | Reduce -0.3% | 58,939 | $3.41M | No quote | No quote |
| 29 | AMT | American Tower Corp Cl A COM | 0.14% | - | 75,860 | $3.23M | $42.60 | No quote |
| 30 | LUK | Leucadia Natl Corp COM | 0.14% | Add +0.6% | 125,786 | $3.12M | No quote | No quote |
| 31 | PGR | Progressive Corp Ohio COM | 0.14% | Reduce -2.4% | 160,714 | $3.07M | $19.09 | No quote |
| 32 | AWI | Armstrong World Inds Inc COM | 0.13% | Reduce -11.9% | 79,350 | $2.88M | $36.31 | No quote |
| 33 | AXP | American Express COM | 0.12% | Reduce -1.3% | 67,155 | $2.77M | $41.26 | No quote |
| 34 | CSL | Carlisle Inc COM | 0.11% | Reduce -5.2% | 65,738 | $2.51M | $38.11 | No quote |
| 35 | VMC | Vulcan Materials COM | 0.10% | Reduce -14.3% | 48,975 | $2.31M | $47.25 | No quote |
| 36 | KO | Coca-Cola COM | 0.09% | Add +13.5% | 35,731 | $1.97M | $54.99 | No quote |
| 37 | DVN | Devon Energy Corp COM | 0.09% | - | 30,000 | $1.93M | $64.43 | No quote |
| 38 | DOV | Dover Corp COM | 0.08% | Reduce -6.2% | 37,750 | $1.77M | $46.76 | No quote |
| 39 | CSCO | Cisco Sys Inc COM | 0.08% | - | 67,750 | $1.76M | $26.04 | No quote |
| 40 | COP | Conocophillips COM | 0.08% | Reduce -13.8% | 34,004 | $1.74M | $51.17 | No quote |
| 41 | FMX | Fomento Economico Mex Sp ADR COM | 0.07% | New | 33,500 | $1.59M | $47.52 | No quote |
| 42 | COST | Costco Whsl Corp COM | 0.07% | Add +3.3% | 26,150 | $1.56M | $59.69 | No quote |
| 43 | ECA | Encana Corp COM | 0.07% | - | 50,000 | $1.55M | No quote | No quote |
| 44 | WMT | Wal Mart Stores Inc COM | 0.06% | Add +2.0% | 25,743 | $1.43M | $55.59 | No quote |
| 45 | VNO | Vornado RLTY TR COM | 0.06% | Reduce -0.0% | 17,612 | $1.33M | $75.69 | No quote |
| 46 | CVE | Cenovus Energy COM | 0.06% | - | 50,000 | $1.31M | $26.22 | No quote |
| 47 | JNJ | Johnson & Johnson COM | 0.05% | Add +6.3% | 18,321 | $1.2M | $65.23 | No quote |
| 48 | FULT | Fulton Finl Corp COM | 0.05% | - | 112,182 | $1.14M | $10.20 | No quote |
| 49 | JPM | J.P. Morgan Chase COM | 0.05% | Reduce -15.7% | 25,300 | $1.13M | $44.74 | No quote |
| 50 | MTR | Mesa RTY TR COM | 0.04% | - | 21,000 | $872K | No quote | No quote |
| 51 | EVF | Eaton Vance Sr Income TR SF SH BEN INT | 0.04% | New | 121,600 | $840K | No quote | No quote |
| 52 | ATR | Aptargroup Inc COM | 0.04% | Reduce -13.2% | 20,984 | $826K | No quote | No quote |
| 53 | MMM | 3M Company COM | 0.04% | Reduce -4.8% | 9,800 | $819K | $83.57 | No quote |
| 54 | HTLD | Heartland Express Inc COM | 0.04% | Reduce -19.9% | 49,526 | $817K | $16.50 | No quote |
| 55 | BBT | BB&T Corp COM | 0.04% | Add +66.0% | 25,150 | $815K | No quote | No quote |
| 56 | CMCSA | Comcast Corp New Cl A COM | 0.04% | - | 42,211 | $795K | $18.83 | No quote |
| 57 | GD | General Dynamics Corp COM | 0.03% | Reduce -10.6% | 9,750 | $753K | $77.23 | No quote |
| 58 | IBM | I B M COM | 0.03% | Reduce -16.1% | 5,451 | $699K | $128.23 | No quote |
| 59 | BP | BP PLC ADR COM | 0.03% | - | 11,956 | $682K | $57.04 | No quote |
| 61 | SLB | Schlumberger LTD COM | 0.03% | Add +6.7% | 10,300 | $654K | $63.50 | No quote |
| 60 | MAT | Mattel Inc COM | 0.03% | Reduce -8.0% | 28,750 | $654K | $22.75 | No quote |
| 63 | PXD | Pioneer Nat Res COM | 0.03% | Reduce -1.7% | 11,400 | $642K | No quote | No quote |
| 62 | MCD | McDonalds Corp COM | 0.03% | Reduce -23.5% | 9,625 | $642K | $66.70 | No quote |
| 64 | DD | Du Pont E I De Nemours COM | 0.03% | - | 17,076 | $636K | $37.25 | No quote |
| 65 | AES | AES Corp COM | 0.03% | - | 57,400 | $631K | $10.99 | No quote |
| 67 | DIS | Disney Walt Productions COM | 0.03% | - | 17,600 | $614K | $34.89 | No quote |
| 66 | DE | Deere & Co COM | 0.03% | - | 10,325 | $614K | $59.47 | No quote |
| 68 | PX | Praxair Inc COM | 0.02% | New | 6,675 | $554K | No quote | No quote |
| 69 | KFT | Kraft Foods Inc CL A COM | 0.02% | Reduce -77.5% | 17,860 | $540K | No quote | No quote |
| 70 | BAC | Bank Amer Corp COM | 0.02% | - | 22,790 | $407K | $17.86 | No quote |
| 71 | AESPRC | Aes TR III TR P CV SC 6.750% CONV | 0.01% | Add +7.1% | 7,500 | $339K | No quote | No quote |
| 72 | MON | Monsanto COM | 0.01% | Reduce -6.6% | 4,715 | $337K | No quote | No quote |
| 73 | MRK | Merck Inc COM | 0.01% | Add +45.2% | 8,836 | $330K | $37.35 | No quote |
| 74 | GE | General Electric COM | 0.01% | Reduce -7.7% | 18,061 | $329K | $18.22 | No quote |
| 75 | PCP | Precision Castparts Corp COM | 0.01% | New | 2,400 | $304K | No quote | No quote |
| 76 | NTRS | Northern Trust Corp COM | 0.01% | - | 5,000 | $276K | $55.20 | No quote |
| 77 | PNC | PNC Bank Corp COM | 0.01% | Reduce -0.1% | 4,574 | $273K | $59.69 | No quote |
| 78 | RDSB | Royal Dutch Shell PLC ADR B COM | 0.01% | - | 4,837 | $268K | No quote | No quote |
| 79 | TWX | Time Warner Inc COM | 0.01% | - | 8,489 | $265K | No quote | No quote |
| 80 | SMG | Scotts Miracle-Gro Cl A COM | 0.01% | - | 5,675 | $263K | $46.34 | No quote |
| 81 | T | A T & T Inc COM | 0.01% | - | 9,328 | $241K | $25.84 | No quote |
| 82 | SWZ | Swiss Helvetia FD Inc COM | 0.01% | - | 20,000 | $236K | $11.80 | No quote |
| 83 | UNM | Unumprovident Corp COM | 0.01% | New | 9,250 | $229K | $24.76 | No quote |
| 84 | LAMR | Lamar Advertising Cl A COM | 0.01% | New | 6,100 | $210K | $34.43 | No quote |
| 85 | WSC | Wesco Finl Corp COM | 0.01% | New | 520 | $200K | $384.62 | No quote |
| 86 | SUSQ | Susquehanna Bancshrs Inc COM | 0.01% | - | 19,581 | $192K | No quote | No quote |
| 87 | LXP | Lexington Corp PPTYS TR COM | 0.01% | Add +0.3% | 28,571 | $186K | No quote | No quote |
| 88 | POZN | Pozen Inc COM | 0.00% | - | 10,000 | $96K | No quote | No quote |
| 89 | AOI | Alliance One Internatl Inc COM | 0.00% | - | 18,000 | $92K | No quote | No quote |
| 90 | TIGR | Tigerlogic Corp COM | 0.00% | - | 20,000 | $65K | No quote | No quote |
| 94 | NWSA | News Corp Cl A COM | - | Sold | 0 | $0 | No quote | No quote |
| 93 | FPL | FPL Group Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 92 | EIP | Eaton Vance Ins PA Mun BD FD COM | - | Sold | 0 | $0 | No quote | No quote |
| 91 | CBY | Cadbury PLC SPONS ADR COM | - | Sold | 0 | $0 | No quote | No quote |