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 60 of 92 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | Berkshire Hathaway Inc Cl A COMCUSIP 084670108 | 18.99% | Add +0.3% | 3,362 | $403.44M | No quote | No quote |
| 2 | PM | Philip Morris International In COM | 16.02% | Add +4.1% | 7,424,875 | $340.36M | $45.84 | No quote |
| 3 | CMCSK | Comcast Corp Special Cl A COM | 6.59% | Reduce -12.3% | 8,523,637 | $140.04M | No quote | No quote |
| 4 | WFC | Wells Fargo COM | 6.57% | Reduce -8.4% | 5,450,277 | $139.53M | $25.60 | No quote |
| 5 | UN | Unilever NV COM | 6.51% | Add +10.9% | 5,064,326 | $138.36M | No quote | No quote |
| 6 | MO | Altria Group Inc COM | 6.12% | Reduce -6.8% | 6,484,799 | $129.96M | $20.04 | No quote |
| 7 | MLM | Martin Marietta Materials COM | 6.02% | Reduce -11.0% | 1,508,246 | $127.91M | $84.81 | No quote |
| 8 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | 5.08% | Add +0.2% | 1,353,333 | $107.85M | No quote | No quote |
| 9 | SNI | Scripps Networks Interactive C COM | 4.13% | Reduce -14.0% | 2,174,790 | $87.73M | No quote | No quote |
| 10 | BF/A | Brown-Forman Corp Cl A COMCUSIP 115637100 | 4.11% | Reduce -0.0% | 1,501,171 | $87.37M | No quote | No quote |
| 11 | WPO | Washington Post Cl B COM | 3.09% | Reduce -14.0% | 160,181 | $65.75M | No quote | No quote |
| 12 | MA | Mastercard Inc Cl A COM | 3.04% | Add +218.7% | 323,940 | $64.64M | $199.53 | No quote |
| 13 | HAS | Hasbro Inc COM | 1.97% | Reduce -2.1% | 1,020,722 | $41.95M | $41.10 | No quote |
| 14 | DEO | Diageo PLC Sponsored ADR COM | 1.42% | Reduce -0.1% | 479,925 | $30.11M | $62.74 | No quote |
| 15 | BUD | Anheuser-Busch Inc COM | 1.41% | New | 625,995 | $30.05M | $48.01 | No quote |
| 16 | ABT | Abbott Labs COM | 0.95% | Add +0.3% | 431,670 | $20.19M | $46.78 | No quote |
| 17 | MLKN | Herman Miller Inc COM | 0.65% | Reduce -2.5% | 729,189 | $13.76M | $18.87 | No quote |
| 18 | PG | Procter & Gamble COM | 0.63% | Reduce -15.7% | 221,557 | $13.29M | $59.98 | No quote |
| 19 | MKL | Markel Corp COM | 0.60% | Reduce -2.3% | 37,509 | $12.75M | $340.00 | No quote |
| 20 | HRL | Hormel Foods Corp COM | 0.55% | Reduce -9.8% | 286,124 | $11.58M | $40.48 | No quote |
| 21 | XOM | Exxon Mobil Corp COM | 0.53% | Add +0.7% | 199,178 | $11.37M | $57.07 | No quote |
| 22 | BF/B | Brown-Forman Corp Cl B COMCUSIP 115637209 | 0.45% | Reduce -5.3% | 168,735 | $9.66M | No quote | No quote |
| 23 | PEP | Pepsico Inc COM | 0.36% | Reduce -0.7% | 127,043 | $7.74M | $60.95 | No quote |
| 24 | CR | Crane COM | 0.28% | Reduce -0.1% | 199,647 | $6.03M | $30.21 | No quote |
| 25 | MKC | McCormick Inc COM | 0.27% | Reduce -2.4% | 152,450 | $5.79M | $37.96 | No quote |
| 26 | MSFT | Microsoft Corp COM | 0.23% | Reduce -1.0% | 207,722 | $4.78M | $23.01 | No quote |
| 27 | GS | Goldman Sachs Group Inc COM | 0.22% | New | 35,650 | $4.68M | $131.28 | No quote |
| 28 | CVX | Chevron Corp COM | 0.21% | Add +1.3% | 65,892 | $4.47M | $67.85 | No quote |
| 29 | SPLS | Staples Inc COM | 0.21% | Add +4.9% | 231,430 | $4.41M | No quote | No quote |
| 30 | AXP | American Express COM | 0.17% | Add +38.7% | 93,155 | $3.7M | $39.70 | No quote |
| 31 | FMX | Fomento Economico Mex Sp ADR COM | 0.17% | Add +152.2% | 84,500 | $3.65M | $43.15 | No quote |
| 32 | AMT | American Tower Corp Cl A COM | 0.16% | Reduce -0.0% | 75,835 | $3.38M | $44.50 | No quote |
| 33 | KO | Coca-Cola COM | 0.14% | Add +69.8% | 60,676 | $3.04M | $50.12 | No quote |
| 34 | RDSA | Royal Dutch Shell PLC ADR A COM | 0.14% | Reduce -1.9% | 57,844 | $2.91M | No quote | No quote |
| 35 | PX | Praxair Inc COM | 0.13% | Add +456.9% | 37,175 | $2.83M | No quote | No quote |
| 36 | PGR | Progressive Corp Ohio COM | 0.13% | Reduce -6.7% | 149,914 | $2.81M | $18.72 | No quote |
| 37 | LUK | Leucadia Natl Corp COM | 0.12% | Add +3.7% | 130,386 | $2.54M | No quote | No quote |
| 38 | CSL | Carlisle Inc COM | 0.11% | Reduce -1.5% | 64,738 | $2.34M | $36.13 | No quote |
| 39 | DVN | Devon Energy Corp COM | 0.09% | - | 30,000 | $1.83M | $60.93 | No quote |
| 40 | COP | Conocophillips COM | 0.08% | Reduce -0.1% | 33,979 | $1.67M | $49.09 | No quote |
| 41 | DOV | Dover Corp COM | 0.07% | Reduce -1.1% | 37,350 | $1.56M | $41.79 | No quote |
| 42 | ECA | Encana Corp COM | 0.07% | - | 50,000 | $1.52M | No quote | No quote |
| 43 | COST | Costco Whsl Corp COM | 0.07% | Add +1.9% | 26,650 | $1.46M | $54.82 | No quote |
| 44 | VMC | Vulcan Materials COM | 0.07% | Reduce -33.5% | 32,575 | $1.43M | $43.84 | No quote |
| 45 | CSCO | Cisco Sys Inc COM | 0.07% | Reduce -1.9% | 66,450 | $1.42M | $21.31 | No quote |
| 46 | CVE | Cenovus Energy COM | 0.06% | - | 50,000 | $1.29M | $25.80 | No quote |
| 47 | WMT | Wal Mart Stores Inc COM | 0.06% | Reduce -2.0% | 25,222 | $1.21M | $48.05 | No quote |
| 48 | FULT | Fulton Finl Corp COM | 0.05% | - | 112,182 | $1.08M | $9.65 | No quote |
| 49 | JNJ | Johnson & Johnson COM | 0.05% | Reduce -1.9% | 17,971 | $1.06M | $59.04 | No quote |
| 50 | MTR | Mesa RTY TR COM | 0.05% | - | 21,000 | $964K | No quote | No quote |
| 51 | IBM | I B M COM | 0.04% | Add +36.9% | 7,460 | $921K | $123.46 | No quote |
| 52 | EVF | Eaton Vance Sr Income TR SF SH BEN INT | 0.04% | Add +0.0% | 121,609 | $806K | No quote | No quote |
| 53 | JPM | J.P. Morgan Chase COM | 0.04% | Reduce -19.8% | 20,300 | $743K | $36.60 | No quote |
| 54 | VNO | Vornado RLTY TR COM | 0.03% | Reduce -43.2% | 10,000 | $730K | $73.00 | No quote |
| 55 | PCP | Precision Castparts Corp COM | 0.03% | Add +187.5% | 6,900 | $710K | No quote | No quote |
| 56 | CMCSA | Comcast Corp New Cl A COM | 0.03% | Reduce -5.1% | 40,061 | $696K | $17.37 | No quote |
| 57 | ATR | Aptargroup Inc COM | 0.03% | Reduce -14.3% | 17,984 | $680K | No quote | No quote |
| 58 | BBT | BB&T Corp COM | 0.03% | - | 25,150 | $662K | No quote | No quote |
| 59 | MCD | McDonalds Corp COM | 0.03% | Reduce -2.1% | 9,425 | $621K | $65.89 | No quote |
| 60 | HTLD | Heartland Express Inc COM | 0.03% | Reduce -15.1% | 42,061 | $611K | $14.53 | No quote |
| 61 | MAT | Mattel Inc COM | 0.03% | - | 28,750 | $608K | $21.15 | No quote |
| 62 | MMM | 3M Company COM | 0.03% | Reduce -21.9% | 7,650 | $604K | $78.95 | No quote |
| 63 | DD | Du Pont E I De Nemours COM | 0.03% | Add +0.3% | 17,118 | $592K | $34.58 | No quote |
| 64 | DE | Deere & Co COM | 0.03% | - | 10,325 | $575K | $55.69 | No quote |
| 65 | GD | General Dynamics Corp COM | 0.03% | - | 9,750 | $571K | $58.56 | No quote |
| 66 | DIS | Disney Walt Productions COM | 0.03% | - | 17,600 | $554K | $31.48 | No quote |
| 67 | SLB | Schlumberger LTD COM | 0.03% | Reduce -2.9% | 10,000 | $553K | $55.30 | No quote |
| 68 | PXD | Pioneer Nat Res COM | 0.02% | Reduce -23.7% | 8,700 | $517K | No quote | No quote |
| 69 | KFT | Kraft Foods Inc CL A COM | 0.02% | Add +0.6% | 17,961 | $503K | No quote | No quote |
| 70 | BAC | Bank Amer Corp COM | 0.01% | Reduce -13.2% | 19,790 | $284K | $14.35 | No quote |
| 71 | GE | General Electric COM | 0.01% | Add +8.1% | 19,520 | $281K | $14.40 | No quote |
| 73 | MRK | Merck Inc COM | 0.01% | Reduce -13.0% | 7,686 | $269K | $35.00 | No quote |
| 72 | BP | BP PLC ADR COM | 0.01% | Reduce -22.1% | 9,311 | $269K | $28.89 | No quote |
| 74 | AES | AES Corp COM | 0.01% | Reduce -50.5% | 28,400 | $262K | $9.23 | No quote |
| 75 | PNC | PNC Bank Corp COM | 0.01% | - | 4,574 | $258K | $56.41 | No quote |
| 76 | SMG | Scotts Miracle-Gro Cl A COM | 0.01% | - | 5,675 | $252K | $44.41 | No quote |
| 77 | TWX | Time Warner Inc COM | 0.01% | - | 8,489 | $245K | No quote | No quote |
| 78 | NTRS | Northern Trust Corp COM | 0.01% | - | 5,000 | $234K | $46.80 | No quote |
| 79 | T | A T & T Inc COM | 0.01% | Reduce -2.1% | 9,128 | $221K | $24.21 | No quote |
| 80 | SWZ | Swiss Helvetia FD Inc COM | 0.01% | - | 20,000 | $213K | $10.65 | No quote |
| 81 | UNM | Unum Group COM | 0.01% | - | 9,250 | $201K | $21.73 | No quote |
| 82 | SUSQ | Susquehanna Bancshrs Inc COM | 0.01% | - | 19,581 | $163K | No quote | No quote |
| 83 | LXP | Lexington Corp PPTYS TR COM | 0.01% | Reduce -16.1% | 23,957 | $144K | No quote | No quote |
| 84 | AOI | Alliance One Internatl Inc COM | 0.00% | - | 18,000 | $64K | No quote | No quote |
| 85 | TIGR | Tigerlogic Corp COM | 0.00% | Reduce -50.0% | 10,000 | $45K | No quote | No quote |
| 92 | WSC | Wesco Finl Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 91 | RDSB | Royal Dutch Shell PLC ADR B COM | - | Sold | 0 | $0 | No quote | No quote |
| 90 | POZN | Pozen Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 89 | MON | Monsanto COM | - | Sold | 0 | $0 | No quote | No quote |
| 88 | LAMR | Lamar Advertising Cl A COM | - | Sold | 0 | $0 | No quote | No quote |
| 87 | AWI | Armstrong World Inds Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 86 | AESPRC | Aes TR III TR P CV SC 6.750% CONV | - | Sold | 0 | $0 | No quote | No quote |