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 | 12.60% | Reduce -1.7% | 2,752 | $1.13B | No quote | No quote |
| 2 | NSRGY | Nestle SA Sponsored ADR | 11.48% | Reduce -1.1% | 8,810,693 | $1.03B | $116.39 | |
| 3 | MA | Mastercard Inc Cl A | 9.56% | Reduce -3.3% | 2,706,785 | $853.94M | $315.48 | |
| 4 | GOOG | Alphabet Inc Cl C | 9.11% | Add +6.2% | 372,180 | $814.13M | $2187.45 | |
| 5 | PM | Philip Morris International In | 7.67% | Reduce -0.9% | 6,940,111 | $685.27M | $98.74 | |
| 6 | CFRHF | Compagnie Financiere Richemont | 6.97% | Reduce -0.9% | 5,869,036 | $623.17M | $106.18 | |
| 7 | HKHHF | Heineken Holding NV | 6.68% | Reduce -0.1% | 8,221,695 | $596.95M | $72.61 | |
| 8 | PDRDF | Pernod Ricard | 6.20% | Add +0.7% | 3,023,558 | $554.12M | $183.27 | |
| 9 | BRK/B | Berkshire Hathaway Inc Cl BCUSIP 084670702 | 5.34% | Reduce -2.0% | 1,748,767 | $477.45M | No quote | No quote |
| 10 | MLM | Martin Marietta Materials | 3.62% | Reduce -1.2% | 1,079,827 | $323.13M | $299.24 | |
| 11 | UL | Unilever PLC ADR | 3.57% | Reduce -11.0% | 6,962,917 | $319.11M | $45.83 | |
| 12 | JPM | J.P. Morgan Chase | 2.46% | Reduce -8.4% | 1,954,492 | $220.1M | $112.61 | |
| 13 | CMCSA | Comcast Corp New Cl A | 2.07% | Reduce -3.2% | 4,720,538 | $185.23M | $39.24 | |
| 14 | BF/A | Brown-Forman Corp Cl ACUSIP 115637100 | 2.02% | Reduce -1.0% | 2,673,548 | $180.84M | No quote | No quote |
| 15 | BABA | Alibaba Group Hldg Ltd Sponsor | 2.01% | Add +0.6% | 1,581,740 | $179.81M | $113.68 | |
| 16 | ASHTF | Ashtead Group PLC | 1.97% | Add +42.1% | 4,221,181 | $176.3M | $41.76 | No quote |
| 17 | CABO | Cable One Inc | 1.36% | Add +1.5% | 93,938 | $121.12M | $1289.32 | |
| 18 | NFLX | Netflix Inc | 1.02% | New | 520,842 | $91.08M | $174.87 | |
| 19 | BF/B | Brown-Forman Corp Cl BCUSIP 115637209 | 0.82% | Reduce -2.3% | 1,046,701 | $73.44M | No quote | No quote |
| 20 | V | Visa Inc Cl A | 0.81% | Reduce -2.8% | 368,640 | $72.58M | $196.89 | |
| 21 | BUDFF | Anheuser-Busch InBev SA | 0.43% | Reduce -10.2% | 722,473 | $38.79M | $53.69 | |
| 22 | WFC | Wells Fargo | 0.36% | Reduce -5.2% | 830,783 | $32.54M | $39.17 | |
| 23 | XOM | Exxon Mobil Corp | 0.17% | Reduce -0.9% | 178,264 | $15.27M | $85.64 | |
| 24 | MO | Altria Group Inc | 0.16% | Add +0.4% | 332,846 | $13.9M | $41.77 | |
| 25 | SWMA | Swedish Match AB | 0.12% | Reduce -16.3% | 1,091,245 | $11.1M | No quote | No quote |
| 26 | VMC | Vulcan Materials | 0.10% | Reduce -7.9% | 61,887 | $8.79M | $142.10 | |
| 27 | DVDCF | Davide Campari-Milano NV | 0.10% | Reduce -6.7% | 822,508 | $8.63M | $10.49 | |
| 28 | MKL | Markel Corp | 0.10% | Add +1.4% | 6,611 | $8.55M | $1293.30 | |
| 29 | CXT | Crane Holdings | 0.07% | New | 74,356 | $6.51M | $87.57 | |
| 30 | HRL | Hormel Foods Corp | 0.07% | Reduce -2.3% | 134,616 | $6.38M | $47.36 | |
| 31 | AXP | American Express | 0.06% | Reduce -0.9% | 39,836 | $5.52M | $138.62 | |
| 32 | PG | Procter & Gamble | 0.06% | Reduce -2.2% | 37,531 | $5.4M | $143.80 | |
| 33 | NSRGF | Nestle SA-REG | 0.06% | - | 42,370 | $4.93M | $116.40 | |
| 34 | OUT | Outfront Media Inc | 0.05% | Add +3.5% | 266,433 | $4.52M | $16.95 | |
| 35 | CABJF | Carlsberg B A/S | 0.05% | Reduce -12.7% | 32,756 | $4.16M | $127.09 | |
| 36 | UNP | Union Pac Corp | 0.04% | Add +0.1% | 18,340 | $3.91M | $213.30 | |
| 37 | MKC | McCormick Inc | 0.04% | Reduce -2.5% | 46,050 | $3.83M | $83.26 | |
| 38 | DOV | Dover Corp | 0.04% | Reduce -0.6% | 30,042 | $3.65M | $121.33 | |
| 39 | HINKF | Heineken NV | 0.04% | - | 39,066 | $3.55M | $90.95 | |
| 40 | PEP | Pepsico Inc | 0.04% | Reduce -2.2% | 21,185 | $3.53M | $166.67 | |
| 41 | LRLCF | Loreal SA | 0.03% | Add +15.9% | 7,815 | $2.69M | $344.21 | |
| 42 | COST | Costco Whsl Corp | 0.03% | Reduce -2.6% | 5,589 | $2.68M | $479.33 | |
| 43 | GOOGL | Alphabet Inc Cl A | 0.02% | - | 982 | $2.14M | $2179.23 | |
| 44 | - | Unilever PLCCUSIP G92087165 | 0.02% | - | 44,000 | $1.99M | No quote | No quote |
| 45 | COCXF | Lindt & Spruengli AG - Reg | 0.02% | - | 19 | $1.99M | $104578.95 | |
| 46 | ABBV | AbbVie Inc | 0.02% | Reduce -2.3% | 12,610 | $1.93M | $153.13 | |
| 47 | SWZ | Swiss Helvetia FD Inc | 0.02% | Add +2.1% | 244,154 | $1.92M | $7.86 | |
| 48 | PNC | PNC Bank Corp | 0.02% | - | 11,693 | $1.85M | $157.79 | |
| 49 | CFRUY | Compagnie Financiere Richemont | 0.02% | - | 168,699 | $1.79M | No quote | No quote |
| 50 | PRNDY | Pernod-Ricard SA Unsponsored A | 0.02% | Add +1.2% | 48,593 | $1.78M | No quote | No quote |
| 51 | KO | Coca-Cola | 0.01% | Reduce -0.3% | 21,365 | $1.34M | $62.91 | |
| 52 | HEINY | Heineken NV Sponsored ADR | 0.01% | - | 28,908 | $1.32M | No quote | No quote |
| 53 | ABT | Abbott Labs | 0.01% | Reduce -4.1% | 11,775 | $1.28M | $108.62 | |
| 54 | DOW | Dow Inc | 0.01% | Add +1.1% | 19,338 | $998K | $51.61 | |
| 55 | FULT | Fulton Finl Corp | 0.01% | Reduce -8.9% | 68,053 | $983K | $14.44 | |
| 56 | DD | Dupont De Nemours Inc | 0.01% | Add +0.5% | 17,653 | $981K | $55.57 | |
| 57 | AAPL | Apple Inc | 0.01% | Reduce -2.0% | 7,158 | $979K | $136.77 | |
| 58 | FMX | Fomento Economico Mex Sponsore | 0.01% | Reduce -1.7% | 14,146 | $955K | $67.51 | |
| 59 | MSFT | Microsoft Corp | 0.01% | Reduce -2.0% | 3,629 | $932K | $256.82 | |
| 60 | LVMHF | LVMH Moet Hennessy Louis Vuitt | 0.01% | - | 1,375 | $836K | No quote | No quote |
| 61 | DGEAF | Diageo PLC | 0.01% | - | 19,401 | $832K | $42.88 | |
| 62 | DANOY | Danone ADR | 0.01% | Reduce -1.7% | 73,337 | $817K | No quote | No quote |
| 63 | MLKN | MillerKnoll Inc | 0.01% | Reduce -2.2% | 26,630 | $700K | $26.29 | |
| 64 | LAMR | Lamar Advertising Co-A | 0.01% | Reduce -1.4% | 7,925 | $697K | $87.95 | |
| 65 | CVX | Chevron Corp | 0.01% | Add +0.2% | 4,789 | $693K | $144.71 | |
| 66 | GHC | Graham Holdings Co | 0.01% | Add +0.3% | 1,160 | $657K | $566.38 | |
| 67 | HKHHY | Heineken Holding NV ADR | 0.01% | - | 16,000 | $581K | No quote | No quote |
| 68 | PXD | Pioneer Nat Res | 0.01% | - | 2,400 | $535K | No quote | No quote |
| 69 | TFC | Truist Financial Corp | 0.01% | Add +0.5% | 10,787 | $512K | $47.46 | |
| 70 | MCD | McDonalds Corp | 0.01% | Reduce -0.7% | 2,035 | $502K | $246.68 | |
| 71 | DIS | Disney Walt Productions | 0.01% | Reduce -0.9% | 5,204 | $491K | $94.35 | |
| 72 | CTVA | Corteva Inc | 0.01% | Add +0.3% | 8,590 | $465K | $54.13 | |
| 73 | WMT | Wal Mart Stores Inc | 0.00% | - | 3,480 | $423K | $121.55 | |
| 74 | RBGPF | Reckitt Benckiser Group PLC | 0.00% | Reduce -0.5% | 5,530 | $414K | No quote | No quote |
| 75 | MRK | Merck Inc | 0.00% | Add +0.3% | 3,909 | $356K | $91.07 | |
| 76 | PHJMF | Hanjaya Mandala Sampoerna | 0.00% | - | 5,000,000 | $327K | $0.07 | |
| 77 | DHR | Danaher Corp | 0.00% | - | 1,183 | $300K | $253.59 | |
| 78 | ORCL | Oracle Corp | 0.00% | - | 4,000 | $279K | $69.75 | |
| 79 | MDLZ | Mondelez International Inc | 0.00% | New | 4,400 | $273K | $62.05 | |
| 80 | Y | Alleghany Corp | 0.00% | - | 324 | $270K | No quote | No quote |
| 81 | LTG | LT Group Inc | 0.00% | - | 1,775,000 | $261K | No quote | No quote |
| 82 | JCDXF | JC Decaux SA ACT | 0.00% | - | 10,500 | $176K | No quote | No quote |
| 83 | DVCMY | Davide Campari-Milano ADR | 0.00% | - | 13,650 | $143K | No quote | No quote |
| 84 | CIR | Cir SPA | 0.00% | New | 251,250 | $106K | No quote | No quote |
| 87 | KHC | Kraft Heinz Co | - | Sold | 0 | $0 | No quote | No quote |
| 86 | CR | Crane | - | Sold | 0 | $0 | No quote | No quote |
| 85 | COF | Cir SPA | - | 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 | 13,659,405 | $7.42M |