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 87 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | Berkshire Hathaway Inc Cl A COMCUSIP 084670108 | 17.74% | Add +0.9% | 3,392 | $422.3M | No quote | No quote |
| 2 | PM | Philip Morris International In COM | 17.71% | Add +1.3% | 7,523,040 | $421.44M | $56.02 | No quote |
| 3 | UN | Unilever NV COM | 6.67% | Add +5.0% | 5,315,736 | $158.83M | No quote | No quote |
| 4 | MO | Altria Group Inc COM | 6.62% | Add +1.2% | 6,564,151 | $157.67M | $24.02 | No quote |
| 5 | WFC | Wells Fargo COM | 6.54% | Add +13.6% | 6,193,137 | $155.54M | $25.12 | No quote |
| 6 | CMCSK | Comcast Corp Special Cl A COM | 5.44% | Reduce -10.7% | 7,611,598 | $129.47M | No quote | No quote |
| 7 | MA | Mastercard Inc Cl A COM | 4.77% | Add +56.5% | 506,827 | $113.53M | $224.00 | No quote |
| 8 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | 4.74% | Add +0.8% | 1,363,698 | $112.75M | No quote | No quote |
| 9 | MLM | Martin Marietta Materials COM | 4.70% | Reduce -3.6% | 1,453,255 | $111.86M | $76.97 | No quote |
| 10 | BF/A | Brown-Forman Corp Cl A COMCUSIP 115637100 | 3.93% | Add +1.3% | 1,520,797 | $93.62M | No quote | No quote |
| 11 | SNI | Scripps Networks Interactive C COM | 3.64% | Reduce -16.3% | 1,820,827 | $86.64M | No quote | No quote |
| 12 | BUD | Anheuser-Busch InBev COM | 3.55% | Add +129.7% | 1,437,917 | $84.48M | $58.75 | No quote |
| 13 | WPO | Washington Post Cl B COM | 2.26% | Reduce -16.0% | 134,586 | $53.76M | No quote | No quote |
| 14 | HAS | Hasbro Inc COM | 1.80% | Reduce -5.9% | 960,346 | $42.75M | $44.51 | No quote |
| 15 | DEO | Diageo PLC Sponsored ADR COM | 1.38% | Reduce -0.9% | 475,759 | $32.83M | $69.01 | No quote |
| 16 | ABT | Abbott Labs COM | 0.94% | Reduce -1.1% | 427,020 | $22.31M | $52.24 | No quote |
| 17 | MLKN | Herman Miller Inc COM | 0.56% | Reduce -6.8% | 679,831 | $13.38M | $19.68 | No quote |
| 18 | PG | Procter & Gamble COM | 0.52% | Reduce -7.0% | 206,115 | $12.36M | $59.97 | No quote |
| 19 | HRL | Hormel Foods Corp COM | 0.52% | Reduce -3.2% | 277,066 | $12.36M | $44.60 | No quote |
| 20 | XOM | Exxon Mobil Corp COM | 0.51% | Reduce -1.1% | 197,019 | $12.17M | $61.79 | No quote |
| 21 | MKL | Markel Corp COM | 0.46% | Reduce -14.7% | 31,984 | $11.02M | $344.58 | No quote |
| 22 | BF/B | Brown-Forman Corp Cl B COMCUSIP 115637209 | 0.42% | Reduce -3.7% | 162,561 | $10.02M | No quote | No quote |
| 23 | PEP | Pepsico Inc COM | 0.35% | Reduce -0.7% | 126,204 | $8.39M | $66.44 | No quote |
| 24 | GS | Goldman Sachs Group Inc COM | 0.33% | Add +50.4% | 53,600 | $7.75M | $144.57 | No quote |
| 25 | CR | Crane COM | 0.31% | Reduce -1.3% | 196,997 | $7.47M | $37.94 | No quote |
| 26 | MKC | McCormick Inc COM | 0.26% | Reduce -2.8% | 148,200 | $6.23M | $42.04 | No quote |
| 27 | SPLS | Staples Inc COM | 0.24% | Add +15.6% | 267,630 | $5.6M | No quote | No quote |
| 28 | CVX | Chevron Corp COM | 0.23% | Add +1.3% | 66,717 | $5.41M | $81.04 | No quote |
| 29 | MSFT | Microsoft Corp COM | 0.21% | Reduce -0.5% | 206,622 | $5.06M | $24.49 | No quote |
| 30 | FMX | Fomento Economico Mex Sp ADR COM | 0.18% | Add +1.1% | 85,475 | $4.34M | $50.73 | No quote |
| 31 | AXP | American Express COM | 0.16% | - | 93,155 | $3.92M | $42.03 | No quote |
| 32 | AMT | American Tower Corp Cl A COM | 0.15% | Reduce -5.8% | 71,460 | $3.66M | $51.26 | No quote |
| 33 | KO | Coca-Cola COM | 0.15% | Reduce -0.0% | 60,651 | $3.55M | $58.52 | No quote |
| 34 | PX | Praxair Inc COM | 0.14% | Reduce -1.9% | 36,475 | $3.29M | No quote | No quote |
| 35 | RDSA | Royal Dutch Shell PLC ADR A COM | 0.14% | Reduce -6.7% | 53,994 | $3.26M | No quote | No quote |
| 36 | PGR | Progressive Corp Ohio COM | 0.13% | Reduce -1.5% | 147,614 | $3.08M | $20.87 | No quote |
| 37 | LUK | Leucadia Natl Corp COM | 0.13% | Reduce -1.1% | 128,886 | $3.04M | No quote | No quote |
| 38 | COP | Conocophillips COM | 0.08% | - | 33,979 | $1.95M | $57.42 | No quote |
| 39 | DVN | Devon Energy Corp COM | 0.08% | - | 30,000 | $1.94M | $64.73 | No quote |
| 40 | CSL | Carlisle Inc COM | 0.08% | Reduce -0.1% | 64,638 | $1.94M | $29.95 | No quote |
| 41 | DOV | Dover Corp COM | 0.08% | Reduce -3.0% | 36,250 | $1.89M | $52.22 | No quote |
| 42 | COST | Costco Whsl Corp COM | 0.07% | Reduce -3.3% | 25,780 | $1.66M | $64.51 | No quote |
| 43 | ECA | Encana Corp COM | 0.06% | - | 50,000 | $1.51M | No quote | No quote |
| 44 | CSCO | Cisco Sys Inc COM | 0.06% | - | 66,450 | $1.46M | $21.90 | No quote |
| 45 | CVE | Cenovus Energy COM | 0.06% | - | 50,000 | $1.44M | $28.78 | No quote |
| 46 | WMT | Wal Mart Stores Inc COM | 0.05% | Reduce -3.4% | 24,372 | $1.3M | $53.50 | No quote |
| 47 | IBM | I B M COM | 0.04% | Add +5.9% | 7,900 | $1.06M | $134.18 | No quote |
| 48 | FULT | Fulton Finl Corp COM | 0.04% | Reduce -1.3% | 110,770 | $1M | $9.06 | No quote |
| 49 | MTR | Mesa RTY TR COM | 0.04% | - | 21,000 | $971K | No quote | No quote |
| 50 | JNJ | Johnson & Johnson COM | 0.04% | Reduce -15.2% | 15,246 | $945K | $61.98 | No quote |
| 51 | VMC | Vulcan Materials COM | 0.04% | Reduce -22.8% | 25,150 | $929K | $36.94 | No quote |
| 52 | VNO | Vornado RLTY TR COM | 0.04% | - | 10,000 | $855K | $85.50 | No quote |
| 53 | PCP | Precision Castparts Corp COM | 0.04% | Reduce -4.3% | 6,600 | $841K | No quote | No quote |
| 54 | EVF | Eaton Vance Sr Income TR SF SH BEN INT | 0.04% | Add +0.0% | 121,618 | $837K | No quote | No quote |
| 55 | ATR | Aptargroup Inc COM | 0.03% | Reduce -0.6% | 17,884 | $817K | No quote | No quote |
| 56 | DD | Du Pont E I De Nemours COM | 0.03% | - | 17,118 | $764K | $44.63 | No quote |
| 57 | CMCSA | Comcast Corp New Cl A COM | 0.03% | - | 40,061 | $724K | $18.07 | No quote |
| 58 | DE | Deere & Co COM | 0.03% | Reduce -2.4% | 10,075 | $703K | $69.78 | No quote |
| 59 | JPM | J.P. Morgan Chase COM | 0.03% | Reduce -9.8% | 18,300 | $696K | $38.03 | No quote |
| 60 | BBT | BB&T Corp COM | 0.03% | - | 25,150 | $606K | No quote | No quote |
| 61 | MCD | McDonalds Corp COM | 0.02% | Reduce -16.1% | 7,910 | $589K | $74.46 | No quote |
| 63 | HTLD | Heartland Express Inc COM | 0.02% | Reduce -7.1% | 39,061 | $581K | $14.87 | No quote |
| 62 | GD | General Dynamics Corp COM | 0.02% | Reduce -5.1% | 9,250 | $581K | $62.81 | No quote |
| 64 | MAT | Mattel Inc COM | 0.02% | Reduce -17.4% | 23,750 | $557K | $23.45 | No quote |
| 65 | PXD | Pioneer Nat Res COM | 0.02% | Reduce -13.2% | 7,550 | $491K | No quote | No quote |
| 66 | MMM | 3M Company COM | 0.02% | Reduce -28.4% | 5,475 | $475K | $86.76 | No quote |
| 67 | DIS | Disney Walt Productions COM | 0.02% | Reduce -18.9% | 14,275 | $473K | $33.13 | No quote |
| 68 | SLB | Schlumberger LTD COM | 0.02% | Reduce -34.3% | 6,575 | $405K | $61.60 | No quote |
| 69 | KFT | Kraft Foods Inc CL A COM | 0.02% | Reduce -31.3% | 12,340 | $381K | No quote | No quote |
| 70 | BP | BP PLC ADR COM | 0.02% | Reduce -0.8% | 9,236 | $380K | $41.14 | No quote |
| 71 | GE | General Electric COM | 0.01% | - | 19,520 | $317K | $16.24 | No quote |
| 72 | AES | AES Corp COM | 0.01% | Reduce -2.8% | 27,600 | $313K | $11.34 | No quote |
| 73 | SMG | Scotts Miracle-Gro Cl A COM | 0.01% | Reduce -0.9% | 5,625 | $291K | $51.73 | No quote |
| 74 | BAC | Bank Amer Corp COM | 0.01% | - | 19,790 | $259K | $13.09 | No quote |
| 75 | SWZ | Swiss Helvetia FD Inc COM | 0.01% | - | 20,000 | $251K | $12.55 | No quote |
| 77 | TWX | Time Warner Inc COM | 0.01% | Reduce -7.0% | 7,898 | $242K | No quote | No quote |
| 76 | MRK | Merck Inc COM | 0.01% | Reduce -14.3% | 6,586 | $242K | $36.74 | No quote |
| 78 | NTRS | Northern Trust Corp COM | 0.01% | - | 5,000 | $241K | $48.20 | No quote |
| 79 | T | A T & T Inc COM | 0.01% | Reduce -8.5% | 8,353 | $239K | $28.61 | No quote |
| 80 | LAMR | Lamar Advertising Cl A COM | 0.01% | New | 6,625 | $211K | $31.85 | No quote |
| 81 | NEE | Nextera Energy Inc COM | 0.01% | New | 3,700 | $201K | $54.32 | No quote |
| 82 | LXP | Lexington Corp PPTYS TR COM | 0.01% | - | 23,957 | $172K | No quote | No quote |
| 83 | SUSQ | Susquehanna Bancshrs Inc COM | 0.01% | - | 19,581 | $165K | No quote | No quote |
| 84 | TIGR | Tigerlogic Corp COM | 0.00% | - | 10,000 | $48K | No quote | No quote |
| 87 | UNM | Unum Group COM | - | Sold | 0 | $0 | No quote | No quote |
| 86 | PNC | PNC Bank Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 85 | AOI | Alliance One Internatl Inc COM | - | Sold | 0 | $0 | No quote | No quote |