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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

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 61 of 94 rows. Rows without a quote are marked unavailable.

1BRK/ABerkshire Hathaway Inc Cl A COMCUSIP 08467010818.03%Add +1.9%3,353$408.4MNo quoteNo quote
2PMPhilip Morris International In COM16.42%Add +12.2%7,130,475$371.93M$52.16No quote
3WFCWells Fargo COM8.17%Add +9.0%5,950,024$185.17M$31.12No quote
4CMCSKComcast Corp Special Cl A COM7.71%Add +0.2%9,724,952$174.76MNo quoteNo quote
5MOAltria Group Inc COM6.31%Add +6.2%6,961,362$142.85M$20.52No quote
6MLMMartin Marietta Materials COM6.25%Add +0.7%1,694,685$141.59M$83.55No quote
7UNUnilever NV COM6.08%Add +23.4%4,564,871$137.68MNo quoteNo quote
8SNIScripps Networks Interactive C COM4.95%Add +0.1%2,528,432$112.14MNo quoteNo quote
9BRK/BBerkshire Hathaway Inc Cl B COMCUSIP 0846707024.84%Add +5095.4%1,350,488$109.75MNo quoteNo quote
10BF/ABrown-Forman Corp Cl A COMCUSIP 1156371004.16%Add +2.7%1,501,766$94.31MNo quoteNo quote
11WPOWashington Post Cl B COM3.65%Add +1.1%186,289$82.75MNo quoteNo quote
12HASHasbro Inc COM1.76%Reduce -0.1%1,043,195$39.93M$38.28No quote
13DEODiageo PLC Sponsored ADR COM1.43%Add +0.8%480,469$32.41M$67.45No quote
14MAMastercard Inc Cl A COM1.14%Add +15.8%101,630$25.81M$254.00No quote
15ABTAbbott Labs COM1.00%Add +18.8%430,345$22.67M$52.68No quote
16PGProcter & Gamble COM0.73%Reduce -2.4%262,687$16.62M$63.27No quote
17MKLMarkel Corp COM0.63%Reduce -3.5%38,374$14.38M$374.65No quote
18MLKNHerman Miller Inc COM0.60%Reduce -2.0%747,639$13.5M$18.06No quote
19HRLHormel Foods Corp COM0.59%Reduce -3.1%317,199$13.33M$42.01No quote
20XOMExxon Mobil Corp COM0.58%Add +3.6%197,752$13.25M$66.98No quote
21BF/BBrown-Forman Corp Cl B COMCUSIP 1156372090.47%Reduce -2.2%178,095$10.59MNo quoteNo quote
22PEPPepsico Inc COM0.37%Reduce -0.0%127,902$8.46M$66.16No quote
23CRCrane COM0.31%Add +6.3%199,847$7.1M$35.50No quote
24MSFTMicrosoft Corp COM0.27%Add +85.5%209,847$6.15M$29.29No quote
25MKCMcCormick Inc COM0.26%Reduce -0.1%156,150$5.99M$38.36No quote
26SPLSStaples Inc COM0.23%Add +29.4%220,630$5.16MNo quoteNo quote
27CVXChevron Corp COM0.22%Add +17.1%65,069$4.93M$75.83No quote
28RDSARoyal Dutch Shell PLC ADR A COM0.15%Reduce -0.3%58,939$3.41MNo quoteNo quote
29AMTAmerican Tower Corp Cl A COM0.14%-75,860$3.23M$42.60No quote
30LUKLeucadia Natl Corp COM0.14%Add +0.6%125,786$3.12MNo quoteNo quote
31PGRProgressive Corp Ohio COM0.14%Reduce -2.4%160,714$3.07M$19.09No quote
32AWIArmstrong World Inds Inc COM0.13%Reduce -11.9%79,350$2.88M$36.31No quote
33AXPAmerican Express COM0.12%Reduce -1.3%67,155$2.77M$41.26No quote
34CSLCarlisle Inc COM0.11%Reduce -5.2%65,738$2.51M$38.11No quote
35VMCVulcan Materials COM0.10%Reduce -14.3%48,975$2.31M$47.25No quote
36KOCoca-Cola COM0.09%Add +13.5%35,731$1.97M$54.99No quote
37DVNDevon Energy Corp COM0.09%-30,000$1.93M$64.43No quote
38DOVDover Corp COM0.08%Reduce -6.2%37,750$1.77M$46.76No quote
39CSCOCisco Sys Inc COM0.08%-67,750$1.76M$26.04No quote
40COPConocophillips COM0.08%Reduce -13.8%34,004$1.74M$51.17No quote
41FMXFomento Economico Mex Sp ADR COM0.07%New33,500$1.59M$47.52No quote
42COSTCostco Whsl Corp COM0.07%Add +3.3%26,150$1.56M$59.69No quote
43ECAEncana Corp COM0.07%-50,000$1.55MNo quoteNo quote
44WMTWal Mart Stores Inc COM0.06%Add +2.0%25,743$1.43M$55.59No quote
45VNOVornado RLTY TR COM0.06%Reduce -0.0%17,612$1.33M$75.69No quote
46CVECenovus Energy COM0.06%-50,000$1.31M$26.22No quote
47JNJJohnson & Johnson COM0.05%Add +6.3%18,321$1.2M$65.23No quote
48FULTFulton Finl Corp COM0.05%-112,182$1.14M$10.20No quote
49JPMJ.P. Morgan Chase COM0.05%Reduce -15.7%25,300$1.13M$44.74No quote
50MTRMesa RTY TR COM0.04%-21,000$872KNo quoteNo quote
51EVFEaton Vance Sr Income TR SF SH BEN INT0.04%New121,600$840KNo quoteNo quote
52ATRAptargroup Inc COM0.04%Reduce -13.2%20,984$826KNo quoteNo quote
53MMM3M Company COM0.04%Reduce -4.8%9,800$819K$83.57No quote
54HTLDHeartland Express Inc COM0.04%Reduce -19.9%49,526$817K$16.50No quote
55BBTBB&T Corp COM0.04%Add +66.0%25,150$815KNo quoteNo quote
56CMCSAComcast Corp New Cl A COM0.04%-42,211$795K$18.83No quote
57GDGeneral Dynamics Corp COM0.03%Reduce -10.6%9,750$753K$77.23No quote
58IBMI B M COM0.03%Reduce -16.1%5,451$699K$128.23No quote
59BPBP PLC ADR COM0.03%-11,956$682K$57.04No quote
61SLBSchlumberger LTD COM0.03%Add +6.7%10,300$654K$63.50No quote
60MATMattel Inc COM0.03%Reduce -8.0%28,750$654K$22.75No quote
63PXDPioneer Nat Res COM0.03%Reduce -1.7%11,400$642KNo quoteNo quote
62MCDMcDonalds Corp COM0.03%Reduce -23.5%9,625$642K$66.70No quote
64DDDu Pont E I De Nemours COM0.03%-17,076$636K$37.25No quote
65AESAES Corp COM0.03%-57,400$631K$10.99No quote
67DISDisney Walt Productions COM0.03%-17,600$614K$34.89No quote
66DEDeere & Co COM0.03%-10,325$614K$59.47No quote
68PXPraxair Inc COM0.02%New6,675$554KNo quoteNo quote
69KFTKraft Foods Inc CL A COM0.02%Reduce -77.5%17,860$540KNo quoteNo quote
70BACBank Amer Corp COM0.02%-22,790$407K$17.86No quote
71AESPRCAes TR III TR P CV SC 6.750% CONV0.01%Add +7.1%7,500$339KNo quoteNo quote
72MONMonsanto COM0.01%Reduce -6.6%4,715$337KNo quoteNo quote
73MRKMerck Inc COM0.01%Add +45.2%8,836$330K$37.35No quote
74GEGeneral Electric COM0.01%Reduce -7.7%18,061$329K$18.22No quote
75PCPPrecision Castparts Corp COM0.01%New2,400$304KNo quoteNo quote
76NTRSNorthern Trust Corp COM0.01%-5,000$276K$55.20No quote
77PNCPNC Bank Corp COM0.01%Reduce -0.1%4,574$273K$59.69No quote
78RDSBRoyal Dutch Shell PLC ADR B COM0.01%-4,837$268KNo quoteNo quote
79TWXTime Warner Inc COM0.01%-8,489$265KNo quoteNo quote
80SMGScotts Miracle-Gro Cl A COM0.01%-5,675$263K$46.34No quote
81TA T & T Inc COM0.01%-9,328$241K$25.84No quote
82SWZSwiss Helvetia FD Inc COM0.01%-20,000$236K$11.80No quote
83UNMUnumprovident Corp COM0.01%New9,250$229K$24.76No quote
84LAMRLamar Advertising Cl A COM0.01%New6,100$210K$34.43No quote
85WSCWesco Finl Corp COM0.01%New520$200K$384.62No quote
86SUSQSusquehanna Bancshrs Inc COM0.01%-19,581$192KNo quoteNo quote
87LXPLexington Corp PPTYS TR COM0.01%Add +0.3%28,571$186KNo quoteNo quote
88POZNPozen Inc COM0.00%-10,000$96KNo quoteNo quote
89AOIAlliance One Internatl Inc COM0.00%-18,000$92KNo quoteNo quote
90TIGRTigerlogic Corp COM0.00%-20,000$65KNo quoteNo quote
94NWSANews Corp Cl A COM-Sold0$0No quoteNo quote
93FPLFPL Group Inc COM-Sold0$0No quoteNo quote
92EIPEaton Vance Ins PA Mun BD FD COM-Sold0$0No quoteNo quote
91CBYCadbury PLC SPONS ADR COM-Sold0$0No quoteNo quote