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Focused investors/Thomas Russo

Thomas Russo - Gardner Russo & Quinn

As of Q2 2026, Thomas Russo reported 85 long-equity positions worth $8.93B in aggregate.

Copy-investor backtest

Full auditCompare with peers
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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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: 27.4% ($2.45B)Consumer Defensive: 26.0% ($2.32B)Communication Services: 17.3% ($1.54B)Consumer Cyclical: 11.2% ($996.28M)Industrials: 5.2% ($463.48M)Basic Materials: 4.6% ($408.93M)Technology: 4.1% ($369.93M)Unclassified: 3.9% ($344.85M)Energy: 0.3% ($25.18M)Healthcare: 0.1% ($7.09M)Real Estate: 0.0% ($1.28M)

Sector breakdown

  • Financial Services(12)27.4%
  • Consumer Defensive(22)26.0%
  • Communication Services(5)17.3%
  • Consumer Cyclical(6)11.2%
  • Industrials(6)5.2%
  • Basic Materials(2)4.6%
  • Technology(4)4.1%
  • Unclassified(19)3.9%
  • Energy(2)0.3%
  • Healthcare(5)0.1%
  • Real Estate(2)0.0%