Thomas Russo - Gardner Russo & Quinn
As of Q1 2026, Thomas Russo reported 86 long-equity positions worth $8.5B in aggregate.
Copy-investor backtest
- Latest quarter
- +0.13%
- 1-year
- +7.37%
- 3-year
- +39.39%
- 3-year top 5
- +46.41%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 65 of 88 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | Berkshire Hathaway Inc Cl ACUSIP 084670108 | 14.26% | Reduce -6.0% | 2,799 | $1.48B | No quote | No quote |
| 2 | NSRGY | Nestle SA Sponsored ADR | 11.17% | Reduce -3.6% | 8,912,209 | $1.16B | $130.10 | |
| 3 | MA | Mastercard Inc Cl A | 9.63% | Reduce -8.5% | 2,798,219 | $1B | $357.38 | |
| 4 | GOOG | Alphabet Inc Cl C | 9.43% | Reduce -3.5% | 350,345 | $978.51M | $2792.99 | |
| 5 | CFRHF | Compagnie Financiere Richemont | 7.32% | Reduce -2.8% | 5,923,312 | $759.52M | $128.23 | |
| 6 | PDRDF | Pernod Ricard | 6.42% | Reduce -4.0% | 3,003,615 | $666.06M | $221.75 | |
| 7 | PM | Philip Morris International In | 6.34% | Reduce -3.3% | 7,005,566 | $658.1M | $93.94 | |
| 8 | HKHHF | Heineken Holding NV | 6.27% | Add +6.3% | 8,229,407 | $651.02M | $79.11 | |
| 9 | BRK/B | Berkshire Hathaway Inc Cl BCUSIP 084670702 | 6.06% | Reduce -2.3% | 1,783,715 | $629.49M | No quote | No quote |
| 10 | MLM | Martin Marietta Materials | 4.05% | Reduce -6.5% | 1,092,971 | $420.67M | $384.89 | |
| 11 | UL | Unilever PLC ADR | 3.44% | Reduce -7.9% | 7,826,397 | $356.65M | $45.57 | |
| 12 | JPM | J.P. Morgan Chase | 2.80% | Reduce -9.0% | 2,133,032 | $290.78M | $136.32 | |
| 13 | CMCSA | Comcast Corp New Cl A | 2.20% | Reduce -3.1% | 4,875,977 | $228.29M | $46.82 | |
| 14 | ASHTF | Ashtead Group PLC | 1.82% | Add +21.0% | 2,970,804 | $189.04M | $63.63 | No quote |
| 15 | BABA | Alibaba Group Hldg Ltd Sponsor | 1.65% | Add +0.7% | 1,573,018 | $171.14M | $108.80 | |
| 16 | BF/A | Brown-Forman Corp Cl ACUSIP 115637100 | 1.63% | Reduce -3.5% | 2,700,581 | $169.43M | No quote | No quote |
| 17 | CABO | Cable One Inc | 1.30% | Add +1.9% | 92,513 | $135.46M | $1464.25 | |
| 18 | V | Visa Inc Cl A | 0.81% | Reduce -0.8% | 379,237 | $84.1M | $221.77 | |
| 19 | BF/B | Brown-Forman Corp Cl BCUSIP 115637209 | 0.69% | Reduce -1.9% | 1,071,033 | $71.78M | No quote | No quote |
| 20 | BUDFF | Anheuser-Busch InBev SA | 0.47% | Reduce -4.1% | 804,543 | $48.57M | $60.37 | |
| 21 | WFC | Wells Fargo | 0.41% | Reduce -16.3% | 876,446 | $42.47M | $48.46 | |
| 22 | MO | Altria Group Inc | 0.17% | Add +0.1% | 331,544 | $17.32M | $52.25 | |
| 23 | XOM | Exxon Mobil Corp | 0.14% | Add +0.4% | 179,863 | $14.86M | $82.59 | |
| 24 | VMC | Vulcan Materials | 0.12% | Add +0.3% | 67,177 | $12.34M | $183.69 | |
| 25 | DVDCF | Davide Campari-Milano NV | 0.10% | Add +0.3% | 881,217 | $10.35M | $11.74 | |
| 26 | SWMA | Swedish Match AB | 0.10% | Reduce -3.2% | 1,304,263 | $9.92M | No quote | No quote |
| 27 | MKL | Markel Corp | 0.09% | Reduce -0.1% | 6,517 | $9.61M | $1475.22 | |
| 28 | CR | Crane | 0.08% | Reduce -0.9% | 74,356 | $8.05M | $108.28 | No quote |
| 29 | AXP | American Express | 0.07% | Reduce -2.1% | 40,217 | $7.52M | $187.01 | |
| 30 | OUT | Outfront Media Inc | 0.07% | Reduce -9.4% | 257,543 | $7.32M | $28.43 | |
| 31 | HRL | Hormel Foods Corp | 0.07% | Reduce -0.9% | 137,791 | $7.1M | $51.54 | |
| 32 | PG | Procter & Gamble | 0.06% | Add +1.6% | 38,372 | $5.86M | $152.79 | |
| 33 | NSRGF | Nestle SA-REG | 0.05% | - | 42,370 | $5.53M | $130.61 | |
| 34 | UNP | Union Pac Corp | 0.05% | Add +0.4% | 18,324 | $5.01M | $273.19 | |
| 35 | DOV | Dover Corp | 0.05% | Reduce -0.8% | 30,217 | $4.74M | $156.90 | |
| 36 | MKC | McCormick Inc | 0.05% | Reduce -1.3% | 47,225 | $4.71M | $99.80 | |
| 37 | CABJF | Carlsberg B A/S | 0.04% | Add +9.2% | 37,536 | $4.66M | $124.15 | |
| 38 | HINKF | Heineken NV | 0.04% | - | 39,066 | $3.76M | $96.32 | |
| 39 | PEP | Pepsico Inc | 0.03% | Reduce -0.4% | 21,667 | $3.63M | $167.40 | |
| 40 | COST | Costco Whsl Corp | 0.03% | Add +9.0% | 5,739 | $3.31M | $575.88 | |
| 42 | LRLCF | Loreal SA | 0.03% | - | 6,745 | $2.73M | $404.89 | |
| 41 | GOOGL | Alphabet Inc Cl A | 0.03% | Reduce -1.2% | 982 | $2.73M | $2781.06 | |
| 43 | COCXF | Lindt & Spruengli AG - Reg | 0.02% | - | 19 | $2.31M | $121473.68 | |
| 44 | SWZ | Swiss Helvetia FD Inc | 0.02% | Add +1.8% | 239,081 | $2.2M | $9.22 | |
| 45 | CFRUY | Compagnie Financiere Richemont | 0.02% | Reduce -1.7% | 168,699 | $2.16M | No quote | No quote |
| 46 | PNC | PNC Bank Corp | 0.02% | Reduce -4.1% | 11,693 | $2.16M | $184.47 | |
| 47 | PRNDY | Pernod-Ricard SA Unsponsored A | 0.02% | Reduce -1.7% | 48,023 | $2.13M | No quote | No quote |
| 48 | ABBV | AbbVie Inc | 0.02% | - | 12,910 | $2.09M | $162.12 | |
| 49 | - | Unilever PLCCUSIP G92087165 | 0.02% | - | 44,000 | $2.01M | No quote | No quote |
| 50 | ABT | Abbott Labs | 0.01% | - | 12,275 | $1.45M | $118.37 | |
| 51 | HEINY | Heineken NV Sponsored ADR | 0.01% | Reduce -2.2% | 28,908 | $1.39M | No quote | No quote |
| 52 | KO | Coca-Cola | 0.01% | - | 21,435 | $1.33M | $62.00 | |
| 53 | DD | Dupont De Nemours Inc | 0.01% | Reduce -3.0% | 17,559 | $1.29M | $73.58 | |
| 54 | AAPL | Apple Inc | 0.01% | Add +12.7% | 7,308 | $1.28M | $174.60 | |
| 55 | FULT | Fulton Finl Corp | 0.01% | - | 74,689 | $1.24M | $16.62 | |
| 56 | DOW | Dow Inc | 0.01% | Reduce -1.5% | 19,138 | $1.22M | $63.70 | |
| 57 | FMX | Fomento Economico Mex Sponsore | 0.01% | Reduce -29.1% | 14,395 | $1.19M | $82.88 | |
| 58 | MSFT | Microsoft Corp | 0.01% | Add +7.4% | 3,704 | $1.14M | $308.32 | |
| 59 | LVMHF | LVMH Moet Hennessy Louis Vuitt | 0.01% | - | 1,375 | $994K | No quote | No quote |
| 60 | DGEAF | Diageo PLC | 0.01% | - | 19,401 | $987K | $50.87 | |
| 61 | MLKN | MillerKnoll Inc | 0.01% | Reduce -53.7% | 27,230 | $941K | $34.56 | |
| 62 | LAMR | Lamar Advertising Co-A | 0.01% | - | 8,035 | $934K | $116.24 | |
| 63 | DANOY | Danone ADR | 0.01% | Reduce -44.1% | 74,576 | $830K | No quote | No quote |
| 64 | CVX | Chevron Corp | 0.01% | Add +0.2% | 4,778 | $778K | $162.83 | |
| 65 | DIS | Disney Walt Productions | 0.01% | - | 5,252 | $720K | $137.09 | |
| 66 | GHC | Graham Holdings Co | 0.01% | Add +0.3% | 1,157 | $707K | $611.06 | |
| 67 | HKHHY | Heineken Holding NV ADR | 0.01% | Add +14.3% | 16,000 | $633K | No quote | No quote |
| 68 | TFC | Truist Financial Corp | 0.01% | Add +0.4% | 10,731 | $608K | $56.66 | |
| 69 | PXD | Pioneer Nat Res | 0.01% | - | 2,400 | $600K | No quote | No quote |
| 70 | WMT | Wal Mart Stores Inc | 0.01% | - | 3,480 | $518K | $148.85 | |
| 71 | MCD | McDonalds Corp | 0.00% | Add +1.0% | 2,050 | $507K | $247.32 | |
| 72 | CTVA | Corteva Inc | 0.00% | Reduce -5.4% | 8,569 | $493K | $57.53 | |
| 73 | RBGPF | Reckitt Benckiser Group PLC | 0.00% | - | 5,555 | $427K | No quote | No quote |
| 74 | DHR | Danaher Corp | 0.00% | - | 1,183 | $347K | $293.32 | |
| 75 | ORCL | Oracle Corp | 0.00% | - | 4,000 | $331K | $82.75 | |
| 76 | PHJMF | Hanjaya Mandala Sampoerna | 0.00% | - | 5,000,000 | $322K | $0.06 | |
| 77 | MRK | Merck Inc | 0.00% | Add +0.3% | 3,899 | $320K | $82.07 | |
| 78 | LTG | LT Group Inc | 0.00% | - | 1,775,000 | $305K | No quote | No quote |
| 79 | Y | Alleghany Corp | 0.00% | - | 324 | $274K | No quote | No quote |
| 80 | JCDXF | JC Decaux SA ACT | 0.00% | - | 10,500 | $250K | No quote | No quote |
| 81 | KHC | Kraft Heinz Co | 0.00% | - | 6,000 | $236K | $39.33 | |
| 82 | DVCMY | Davide Campari-Milano ADR | 0.00% | - | 13,650 | $160K | No quote | No quote |
| 83 | COF | Cir SPA | 0.00% | - | 251,250 | $114K | $0.45 | |
| 87 | SBUX | Starbucks Corp | - | Sold | 0 | $0 | No quote | No quote |
| 86 | SHW | Sherwin-Williams | - | Sold | 0 | $0 | No quote | No quote |
| 85 | NKE | Nike Inc - Cl B | - | Sold | 0 | $0 | No quote | No quote |
| 84 | LVMUY | LVMH Moet Hennessy Louis Vuitt | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | Compagnie Financiere RichemontWTS | OTHER | 13,715,823 | $10.88M |