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Focused investors/Thomas Russo

Thomas Russo - Gardner Russo & Quinn

As of Q1 2026, Thomas Russo reported 86 long-equity positions worth $8.5B in aggregate.

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Full auditCompare with peers
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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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Financial Services: 28.8% ($2.44B)Consumer Defensive: 26.3% ($2.24B)Communication Services: 18.5% ($1.57B)Consumer Cyclical: 8.8% ($747.64M)Basic Materials: 5.0% ($423.13M)Industrials: 4.9% ($413.8M)Technology: 4.4% ($375.17M)Unclassified: 2.9% ($245.91M)Energy: 0.4% ($33.42M)Healthcare: 0.1% ($6.14M)Real Estate: 0.0% ($1.04M)

Sector breakdown

  • Financial Services(12)28.8%
  • Consumer Defensive(22)26.3%
  • Communication Services(5)18.5%
  • Consumer Cyclical(6)8.8%
  • Basic Materials(2)5.0%
  • Industrials(7)4.9%
  • Technology(4)4.4%
  • Unclassified(19)2.9%
  • Energy(2)0.4%
  • Healthcare(5)0.1%
  • Real Estate(2)0.0%