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 84 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | Berkshire Hathaway Inc Cl ACUSIP 084670108 | 13.47% | Reduce -4.1% | 2,600 | $1.22B | No quote | No quote |
| 2 | NSRGY | Nestle SA Sponsored ADR | 10.54% | Reduce -5.2% | 8,267,832 | $953.61M | $115.34 | |
| 3 | MA | Mastercard Inc Cl A | 9.60% | Reduce -6.2% | 2,497,748 | $868.54M | $347.73 | |
| 4 | CFRHF | Compagnie Financiere Richemont | 8.06% | Reduce -3.7% | 5,626,912 | $729.21M | $129.59 | |
| 5 | GOOG | Alphabet Inc Cl C | 7.78% | Add +3.0% | 7,932,302 | $703.83M | $88.73 | |
| 6 | PM | Philip Morris International In | 7.22% | Reduce -5.8% | 6,458,197 | $653.63M | $101.21 | |
| 7 | HKHHF | Heineken Holding NV | 7.00% | Add +0.4% | 8,243,545 | $633.89M | $76.90 | |
| 8 | PDRDF | Pernod Ricard | 6.37% | Reduce -2.3% | 2,937,753 | $576.11M | $196.11 | |
| 9 | BRK/B | Berkshire Hathaway Inc Cl BCUSIP 084670702 | 5.66% | Reduce -3.4% | 1,659,081 | $512.49M | No quote | No quote |
| 10 | MLM | Martin Marietta Materials | 3.77% | Reduce -5.4% | 1,010,403 | $341.49M | $337.97 | |
| 11 | NFLX | Netflix Inc | 3.49% | Add +13.8% | 1,070,563 | $315.69M | $294.88 | |
| 12 | ASHTF | Ashtead Group PLC | 3.26% | Reduce -1.8% | 5,191,787 | $294.77M | $56.78 | No quote |
| 13 | UL | Unilever PLC ADR | 3.04% | Reduce -14.7% | 5,463,056 | $275.06M | $50.35 | |
| 14 | JPM | J.P. Morgan Chase | 2.73% | Reduce -4.4% | 1,844,064 | $247.29M | $134.10 | |
| 15 | BF/A | Brown-Forman Corp Cl ACUSIP 115637100 | 1.80% | Reduce -5.6% | 2,477,243 | $162.9M | No quote | No quote |
| 16 | CMCSA | Comcast Corp New Cl A | 1.47% | Reduce -4.3% | 3,815,477 | $133.43M | $34.97 | |
| 17 | V | Visa Inc Cl A | 0.80% | Reduce -4.5% | 346,711 | $72.03M | $207.76 | |
| 18 | BF/B | Brown-Forman Corp Cl BCUSIP 115637209 | 0.72% | Reduce -3.3% | 998,582 | $65.59M | No quote | No quote |
| 19 | CABO | Cable One Inc | 0.70% | Reduce -6.4% | 89,621 | $63.8M | $711.86 | |
| 20 | BUDFF | Anheuser-Busch InBev SA | 0.41% | Reduce -4.8% | 611,754 | $36.74M | $60.05 | |
| 21 | WFC | Wells Fargo | 0.35% | Reduce -2.3% | 766,181 | $31.64M | $41.29 | |
| 22 | XOM | Exxon Mobil Corp | 0.22% | Reduce -1.5% | 176,458 | $19.46M | $110.30 | |
| 23 | MO | Altria Group Inc | 0.16% | Reduce -3.2% | 325,292 | $14.87M | $45.71 | |
| 24 | MKL | Markel Corp | 0.13% | Add +8.6% | 8,725 | $11.5M | $1317.49 | |
| 25 | VMC | Vulcan Materials | 0.11% | Reduce -0.4% | 55,162 | $9.66M | $175.11 | |
| 26 | DVDCF | Davide Campari-Milano NV | 0.09% | Reduce -0.1% | 812,678 | $8.23M | $10.12 | |
| 27 | CXT | Crane Holdings | 0.08% | Reduce -2.1% | 71,706 | $7.2M | $100.45 | |
| 28 | HRL | Hormel Foods Corp | 0.07% | Reduce -1.6% | 130,233 | $5.93M | $45.55 | |
| 29 | AXP | American Express | 0.06% | Reduce -2.5% | 38,831 | $5.74M | $147.75 | |
| 30 | PG | Procter & Gamble | 0.06% | Add +2.5% | 35,977 | $5.45M | $151.56 | |
| 31 | NSRGF | Nestle SA-REG | 0.05% | Reduce -5.9% | 39,870 | $4.62M | $115.80 | |
| 32 | DOV | Dover Corp | 0.04% | Reduce -0.3% | 29,662 | $4.02M | $135.41 | |
| 33 | UNP | Union Pac Corp | 0.04% | Add +0.6% | 18,556 | $3.84M | $207.07 | |
| 34 | HINKF | Heineken NV | 0.04% | Add +3.5% | 40,441 | $3.79M | $93.79 | |
| 35 | CABJF | Carlsberg B A/S | 0.04% | Reduce -0.8% | 28,526 | $3.78M | $132.49 | |
| 36 | MKC | McCormick Inc | 0.04% | Reduce -0.3% | 45,000 | $3.73M | $82.89 | |
| 37 | OUT | Outfront Media Inc | 0.04% | Reduce -7.8% | 222,055 | $3.68M | $16.58 | |
| 38 | PEP | Pepsico Inc | 0.04% | Reduce -5.2% | 19,777 | $3.57M | $180.66 | |
| 39 | LRLCF | Loreal SA | 0.03% | Add +0.0% | 7,816 | $2.78M | $356.03 | |
| 40 | COST | Costco Whsl Corp | 0.03% | - | 5,389 | $2.46M | $456.53 | |
| 41 | - | Unilever PLCCUSIP G92087165 | 0.02% | - | 44,000 | $2.2M | No quote | No quote |
| 42 | ABBV | AbbVie Inc | 0.02% | - | 12,610 | $2.04M | $161.61 | |
| 43 | COCXF | Lindt & Spruengli AG - Reg | 0.02% | - | 19 | $1.95M | $102680.53 | |
| 44 | SWZ | Swiss Helvetia FD Inc | 0.02% | Add +1.6% | 254,146 | $1.92M | $7.56 | |
| 45 | PNC | PNC Bank Corp | 0.02% | Reduce -3.6% | 11,268 | $1.78M | $157.94 | |
| 46 | GOOGL | Alphabet Inc Cl A | 0.02% | - | 19,640 | $1.73M | $88.23 | |
| 47 | CFRUY | Compagnie Financiere Richemont | 0.02% | Reduce -19.7% | 110,946 | $1.44M | No quote | No quote |
| 48 | KO | Coca-Cola | 0.01% | - | 20,995 | $1.34M | $63.61 | |
| 49 | ABT | Abbott Labs | 0.01% | - | 11,775 | $1.29M | $109.79 | |
| 50 | PRNDY | Pernod-Ricard SA Unsponsored A | 0.01% | Reduce -19.0% | 32,317 | $1.27M | No quote | No quote |
| 51 | DD | Dupont De Nemours Inc | 0.01% | Add +0.5% | 17,836 | $1.22M | $68.63 | |
| 52 | FULT | Fulton Finl Corp | 0.01% | Reduce -0.3% | 67,405 | $1.13M | $16.83 | |
| 53 | FMX | Fomento Economico Mex Sponsore | 0.01% | Reduce -1.0% | 13,871 | $1.08M | $78.12 | |
| 54 | DOW | Dow Inc | 0.01% | Add +1.4% | 19,888 | $1M | $50.39 | |
| 55 | AAPL | Apple Inc | 0.01% | Reduce -2.5% | 6,982 | $907.17K | $129.93 | |
| 56 | CVX | Chevron Corp | 0.01% | Add +0.2% | 4,813 | $863.9K | $179.49 | |
| 57 | DGEAF | Diageo PLC | 0.01% | - | 19,351 | $849.62K | $43.91 | |
| 58 | HEINY | Heineken NV Sponsored ADR | 0.01% | Reduce -19.2% | 17,770 | $833.32K | No quote | No quote |
| 59 | LAMR | Lamar Advertising Co-A | 0.01% | - | 7,925 | $748.12K | $94.40 | |
| 60 | GHC | Graham Holdings Co | 0.01% | Add +0.3% | 1,165 | $704.03K | $604.32 | |
| 61 | DANOY | Danone ADR | 0.01% | Reduce -9.0% | 66,737 | $701.28K | No quote | No quote |
| 62 | HKHHY | Heineken Holding NV ADR | 0.01% | - | 16,000 | $615.16K | No quote | No quote |
| 63 | PXD | Pioneer Nat Res | 0.01% | - | 2,400 | $548.14K | No quote | No quote |
| 64 | MSFT | Microsoft Corp | 0.01% | Reduce -1.1% | 2,285 | $547.99K | $239.82 | |
| 65 | MCD | McDonalds Corp | 0.01% | - | 1,952 | $514.41K | $263.53 | |
| 66 | CTVA | Corteva Inc | 0.01% | Add +0.2% | 8,631 | $507.35K | $58.78 | |
| 67 | WMT | Wal Mart Stores Inc | 0.01% | - | 3,480 | $493.43K | $141.79 | |
| 68 | TFC | Truist Financial Corp | 0.01% | Add +0.6% | 10,917 | $469.76K | $43.03 | |
| 69 | MRK | Merck Inc | 0.00% | Reduce -4.8% | 3,673 | $407.52K | $110.95 | |
| 70 | DIS | Disney Walt Productions | 0.00% | Reduce -4.9% | 4,559 | $396.1K | $86.88 | |
| 71 | RBGPF | Reckitt Benckiser Group PLC | 0.00% | - | 5,530 | $382.76K | No quote | No quote |
| 72 | MLKN | MillerKnoll Inc | 0.00% | Reduce -35.6% | 15,600 | $327.76K | $21.01 | |
| 73 | ORCL | Oracle Corp | 0.00% | - | 4,000 | $326.96K | $81.74 | |
| 74 | DHR | Danaher Corp | 0.00% | - | 1,183 | $313.99K | $265.42 | |
| 75 | MDLZ | Mondelez International Inc | 0.00% | - | 4,400 | $293.26K | $66.65 | |
| 76 | LTG | LT Group Inc | 0.00% | - | 1,775,000 | $293.03K | No quote | No quote |
| 77 | ASHTY | Ashtead Group PLC ADR | 0.00% | - | 1,250 | $283.89K | No quote | No quote |
| 78 | PHJMF | Hanjaya Mandala Sampoerna | 0.00% | - | 5,000,000 | $269.79K | $0.05 | |
| 79 | BP | BP PLC ADR | 0.00% | New | 6,889 | $240.63K | $34.93 | |
| 80 | JCDXF | JC Decaux SA ACT | 0.00% | - | 10,500 | $198.57K | No quote | No quote |
| 81 | DVCMY | Davide Campari-Milano ADR | 0.00% | - | 13,650 | $138.16K | No quote | No quote |
| 82 | CIR | Cir SPA | 0.00% | - | 251,250 | $116.51K | No quote | No quote |
| 83 | SWMA | Swedish Match AB | - | 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 | 13,407,268 | $11.16M |