Thomas Russo - Gardner Russo & Quinn
As of Q2 2026, Thomas Russo reported 85 long-equity positions worth $8.93B in aggregate.
Copy-investor backtest
- 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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 58 of 87 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | Berkshire Hathaway Inc Cl A COMCUSIP 084670108 | 16.59% | - | 3,292 | $326.57M | No quote | No quote |
| 2 | PM | Philip Morris International In COM | 15.56% | - | 6,354,568 | $306.23M | $48.19 | No quote |
| 3 | CMCSK | Comcast Corp Special Cl A COM | 7.90% | - | 9,709,005 | $155.44M | No quote | No quote |
| 4 | MLM | Martin Marietta Materials COM | 7.64% | - | 1,682,615 | $150.44M | $89.41 | No quote |
| 5 | WFC | Wells Fargo COM | 7.48% | - | 5,457,444 | $147.3M | $26.99 | No quote |
| 6 | MO | Altria Group Inc COM | 6.54% | - | 6,552,465 | $128.63M | $19.63 | No quote |
| 7 | UN | Unilever NV COM | 6.08% | - | 3,700,452 | $119.64M | No quote | No quote |
| 8 | SNI | Scripps Networks Interactive C COM | 5.33% | - | 2,526,543 | $104.85M | No quote | No quote |
| 9 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | 4.34% | - | 25,994 | $85.42M | No quote | No quote |
| 10 | BF/A | Brown-Forman Corp Cl A COMCUSIP 115637100 | 4.19% | - | 1,462,781 | $82.41M | No quote | No quote |
| 11 | WPO | Washington Post Cl B COM | 4.11% | - | 184,177 | $80.96M | No quote | No quote |
| 12 | HAS | Hasbro Inc COM | 1.70% | - | 1,044,068 | $33.47M | $32.06 | No quote |
| 13 | DEO | Diageo PLC Sponsored ADR COM | 1.68% | - | 476,611 | $33.08M | $69.41 | No quote |
| 14 | MA | Mastercard Inc Cl A COM | 1.14% | - | 87,795 | $22.47M | $255.98 | No quote |
| 15 | ABT | Abbott Labs COM | 0.99% | - | 362,185 | $19.55M | $53.99 | No quote |
| 16 | PG | Procter & Gamble COM | 0.83% | - | 269,012 | $16.31M | $60.63 | No quote |
| 17 | MKL | Markel Corp COM | 0.69% | - | 39,770 | $13.52M | $340.00 | No quote |
| 18 | XOM | Exxon Mobil Corp COM | 0.66% | - | 190,927 | $13.02M | $68.19 | No quote |
| 19 | HRL | Hormel Foods Corp COM | 0.64% | - | 327,499 | $12.59M | $38.45 | No quote |
| 20 | MLKN | Herman Miller Inc COM | 0.62% | - | 763,306 | $12.21M | $15.99 | No quote |
| 21 | BF/B | Brown-Forman Corp Cl B COMCUSIP 115637209 | 0.50% | - | 182,120 | $9.76M | No quote | No quote |
| 22 | PEP | Pepsico Inc COM | 0.40% | - | 127,952 | $7.78M | $60.80 | No quote |
| 23 | CR | Crane COM | 0.29% | - | 188,047 | $5.76M | $30.62 | No quote |
| 24 | MKC | McCormick Inc COM | 0.29% | - | 156,350 | $5.65M | $36.13 | No quote |
| 25 | CVX | Chevron Corp COM | 0.22% | - | 55,569 | $4.28M | $76.99 | No quote |
| 26 | SPLS | Staples Inc COM | 0.21% | - | 170,530 | $4.19M | No quote | No quote |
| 27 | RDSA | Royal Dutch Shell PLC ADR A COM | 0.18% | - | 59,089 | $3.55M | No quote | No quote |
| 28 | AWI | Armstrong World Inds Inc COM | 0.18% | - | 90,053 | $3.51M | $38.93 | No quote |
| 29 | MSFT | Microsoft Corp COM | 0.18% | - | 113,097 | $3.45M | $30.48 | No quote |
| 30 | AMT | American Tower Corp Cl A COM | 0.17% | - | 75,860 | $3.28M | $43.21 | No quote |
| 31 | VMC | Vulcan Materials COM | 0.15% | - | 57,175 | $3.01M | $52.66 | No quote |
| 32 | LUK | Leucadia Natl Corp COM | 0.15% | - | 124,986 | $2.97M | No quote | No quote |
| 33 | PGR | Progressive Corp Ohio COM | 0.15% | - | 164,714 | $2.96M | $17.99 | No quote |
| 34 | AXP | American Express COM | 0.14% | - | 68,030 | $2.76M | $40.53 | No quote |
| 35 | CSL | Carlisle Inc COM | 0.12% | - | 69,338 | $2.38M | $34.27 | No quote |
| 36 | DVN | Devon Energy Corp COM | 0.11% | - | 30,000 | $2.21M | $73.50 | No quote |
| 37 | KFT | Kraft Foods Inc CL A COM | 0.11% | - | 79,556 | $2.16M | No quote | No quote |
| 38 | COP | Conocophillips COM | 0.10% | - | 39,440 | $2.01M | $51.06 | No quote |
| 39 | KO | Coca-Cola COM | 0.09% | - | 31,481 | $1.79M | $56.99 | No quote |
| 40 | DOV | Dover Corp COM | 0.09% | - | 40,250 | $1.68M | $41.61 | No quote |
| 41 | CSCO | Cisco Sys Inc COM | 0.08% | - | 67,750 | $1.62M | $23.94 | No quote |
| 42 | ECA | Encana Corp COM | 0.08% | - | 50,000 | $1.62M | No quote | No quote |
| 43 | COST | Costco Whsl Corp COM | 0.08% | - | 25,325 | $1.5M | $59.15 | No quote |
| 44 | WMT | Wal Mart Stores Inc COM | 0.07% | - | 25,243 | $1.35M | $53.44 | No quote |
| 45 | CVE | Cenovus Energy COM | 0.06% | - | 50,000 | $1.26M | $25.20 | No quote |
| 46 | JPM | J.P. Morgan Chase COM | 0.06% | - | 30,000 | $1.25M | $41.67 | No quote |
| 47 | VNO | Vornado RLTY TR COM | 0.06% | - | 17,613 | $1.23M | $69.95 | No quote |
| 48 | JNJ | Johnson & Johnson COM | 0.06% | - | 17,228 | $1.11M | $64.43 | No quote |
| 49 | FULT | Fulton Finl Corp COM | 0.05% | - | 112,182 | $978K | $8.72 | No quote |
| 50 | HTLD | Heartland Express Inc COM | 0.05% | - | 61,858 | $945K | $15.28 | No quote |
| 51 | ATR | Aptargroup Inc COM | 0.04% | - | 24,184 | $864K | No quote | No quote |
| 52 | MMM | 3M Company COM | 0.04% | - | 10,300 | $852K | $82.72 | No quote |
| 53 | IBM | I B M COM | 0.04% | - | 6,501 | $851K | $130.90 | No quote |
| 54 | MCD | McDonalds Corp COM | 0.04% | - | 12,575 | $785K | $62.43 | No quote |
| 55 | MTR | Mesa RTY TR COM | 0.04% | - | 21,000 | $775K | No quote | No quote |
| 56 | AES | AES Corp COM | 0.04% | - | 57,400 | $764K | $13.31 | No quote |
| 57 | GD | General Dynamics Corp COM | 0.04% | - | 10,900 | $743K | $68.17 | No quote |
| 58 | EIP | Eaton Vance Ins PA Mun BD FD COM | 0.04% | - | 117,000 | $732K | No quote | No quote |
| 59 | CMCSA | Comcast Corp New Cl A COM | 0.04% | - | 42,211 | $712K | $16.87 | No quote |
| 60 | BP | BP PLC ADR COM | 0.04% | - | 11,956 | $693K | $57.96 | No quote |
| 61 | SLB | Schlumberger LTD COM | 0.03% | - | 9,650 | $628K | $65.08 | No quote |
| 62 | MAT | Mattel Inc COM | 0.03% | - | 31,250 | $624K | $19.97 | No quote |
| 63 | DD | Du Pont E I De Nemours COM | 0.03% | - | 17,076 | $575K | $33.67 | No quote |
| 64 | DIS | Disney Walt Productions COM | 0.03% | - | 17,600 | $568K | $32.27 | No quote |
| 65 | PXD | Pioneer Nat Res COM | 0.03% | - | 11,600 | $559K | No quote | No quote |
| 66 | DE | Deere & Co COM | 0.03% | - | 10,325 | $558K | $54.04 | No quote |
| 67 | MON | Monsanto COM | 0.02% | - | 5,050 | $413K | No quote | No quote |
| 68 | BBT | BB&T Corp COM | 0.02% | - | 15,150 | $384K | No quote | No quote |
| 69 | BAC | Bank Amer Corp COM | 0.02% | - | 22,790 | $343K | $15.05 | No quote |
| 70 | AESPRC | Aes TR III TR P CV SC 6.750% CONV | 0.02% | - | 7,000 | $324K | No quote | No quote |
| 71 | GE | General Electric COM | 0.01% | - | 19,561 | $296K | $15.13 | No quote |
| 72 | RDSB | Royal Dutch Shell PLC ADR B COM | 0.01% | - | 4,837 | $281K | No quote | No quote |
| 73 | NTRS | Northern Trust Corp COM | 0.01% | - | 5,000 | $262K | $52.40 | No quote |
| 74 | T | A T & T Inc COM | 0.01% | - | 9,328 | $261K | $27.98 | No quote |
| 75 | FPL | FPL Group Inc COM | 0.01% | - | 4,800 | $254K | No quote | No quote |
| 76 | TWX | Time Warner Inc COM | 0.01% | - | 8,489 | $247K | No quote | No quote |
| 77 | PNC | PNC Bank Corp COM | 0.01% | - | 4,581 | $242K | $52.83 | No quote |
| 78 | SWZ | Swiss Helvetia FD Inc COM | 0.01% | - | 20,000 | $232K | $11.60 | No quote |
| 79 | SMG | Scotts Miracle-Gro Cl A COM | 0.01% | - | 5,675 | $223K | $39.30 | No quote |
| 80 | MRK | Merck Inc COM | 0.01% | - | 6,086 | $222K | $36.48 | No quote |
| 81 | CBY | Cadbury PLC SPONS ADR COM | 0.01% | - | 4,297 | $221K | No quote | No quote |
| 82 | LXP | Lexington Corp PPTYS TR COM | 0.01% | - | 28,499 | $173K | No quote | No quote |
| 83 | NWSA | News Corp Cl A COM | 0.01% | - | 11,600 | $159K | $13.71 | No quote |
| 84 | SUSQ | Susquehanna Bancshrs Inc COM | 0.01% | - | 19,581 | $115K | No quote | No quote |
| 85 | AOI | Alliance One Internatl Inc COM | 0.00% | - | 18,000 | $88K | No quote | No quote |
| 86 | TIGR | Tigerlogic Corp COM | 0.00% | - | 20,000 | $65K | No quote | No quote |
| 87 | POZN | Pozen Inc COM | 0.00% | - | 10,000 | $60K | No quote | No quote |