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 | PM | Philip Morris International In COM | 17.31% | Add +3.3% | 7,769,398 | $454.74M | $58.53 | No quote |
| 2 | BRK/A | Berkshire Hathaway Inc Cl A COMCUSIP 084670108 | 15.91% | Add +2.3% | 3,470 | $417.96M | No quote | No quote |
| 3 | WFC | Wells Fargo COM | 7.80% | Add +6.7% | 6,610,717 | $204.87M | $30.99 | No quote |
| 4 | UN | Unilever NV COM | 7.07% | Add +11.3% | 5,915,512 | $185.75M | No quote | No quote |
| 5 | MO | Altria Group Inc COM | 6.32% | Add +2.7% | 6,742,304 | $166M | $24.62 | No quote |
| 6 | CMCSK | Comcast Corp Special Cl A COM | 5.82% | Reduce -3.5% | 7,346,312 | $152.88M | No quote | No quote |
| 7 | MLM | Martin Marietta Materials COM | 5.28% | Add +3.5% | 1,504,346 | $138.76M | $92.24 | No quote |
| 8 | MA | Mastercard Inc Cl A COM | 5.10% | Add +17.9% | 597,372 | $133.88M | $224.11 | No quote |
| 9 | BUD | Anheuser-Busch InBev ADR COM | 4.76% | Add +52.2% | 2,188,980 | $124.97M | $57.09 | No quote |
| 10 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | 4.28% | Add +3.0% | 1,404,683 | $112.53M | No quote | No quote |
| 11 | BF/A | Brown-Forman Corp Cl A COMCUSIP 115637100 | 4.15% | Add +3.2% | 1,569,066 | $108.92M | No quote | No quote |
| 12 | SNI | Scripps Networks Interactive C COM | 3.29% | Reduce -8.2% | 1,671,323 | $86.49M | No quote | No quote |
| 13 | WPO | Washington Post Cl B COM | 2.26% | Add +0.3% | 134,968 | $59.32M | No quote | No quote |
| 14 | HAS | Hasbro Inc COM | 1.69% | Reduce -1.9% | 942,169 | $44.45M | $47.18 | No quote |
| 15 | DEO | Diageo PLC Sponsored ADR COM | 1.33% | Reduce -0.9% | 471,412 | $35.04M | $74.33 | No quote |
| 16 | ABT | Abbott Labs COM | 0.79% | Add +1.1% | 431,820 | $20.69M | $47.91 | No quote |
| 17 | MLKN | Herman Miller Inc COM | 0.57% | Reduce -12.8% | 592,441 | $14.99M | $25.30 | No quote |
| 18 | XOM | Exxon Mobil Corp COM | 0.54% | Reduce -1.7% | 193,719 | $14.17M | $73.12 | No quote |
| 19 | PG | Procter & Gamble COM | 0.48% | Reduce -5.1% | 195,606 | $12.58M | $64.33 | No quote |
| 20 | MKL | Markel Corp COM | 0.42% | Reduce -8.8% | 29,174 | $11.03M | $378.14 | No quote |
| 21 | GS | Goldman Sachs Group Inc COM | 0.38% | Add +9.5% | 58,700 | $9.87M | $168.16 | No quote |
| 22 | BF/B | Brown-Forman Corp Cl B COMCUSIP 115637209 | 0.31% | Reduce -28.0% | 117,051 | $8.15M | No quote | No quote |
| 23 | PEP | Pepsico Inc COM | 0.31% | Reduce -1.4% | 124,412 | $8.13M | $65.33 | No quote |
| 24 | CR | Crane COM | 0.30% | Reduce -1.0% | 195,097 | $8.01M | $41.07 | No quote |
| 25 | MKC | McCormick Inc COM | 0.26% | Reduce -2.2% | 145,000 | $6.75M | $46.53 | No quote |
| 26 | HRL | Hormel Foods Corp COM | 0.26% | Reduce -52.8% | 130,833 | $6.71M | $51.26 | No quote |
| 27 | CVX | Chevron Corp COM | 0.24% | Add +1.7% | 67,842 | $6.19M | $91.26 | No quote |
| 28 | SPLS | Staples Inc COM | 0.22% | Reduce -5.1% | 253,980 | $5.78M | No quote | No quote |
| 29 | MSFT | Microsoft Corp COM | 0.21% | Reduce -5.8% | 194,747 | $5.44M | $27.91 | No quote |
| 30 | FMX | Fomento Economico Mex Sp ADR COM | 0.19% | Add +4.9% | 89,625 | $5.01M | $55.92 | No quote |
| 31 | AXP | American Express COM | 0.15% | Reduce -0.4% | 92,750 | $3.98M | $42.92 | No quote |
| 32 | KO | Coca-Cola COM | 0.15% | Reduce -1.1% | 59,961 | $3.94M | $65.78 | No quote |
| 33 | LUK | Leucadia Natl Corp COM | 0.14% | Reduce -0.2% | 128,686 | $3.76M | No quote | No quote |
| 34 | AMT | American Tower Corp Cl A COM | 0.14% | Reduce -0.1% | 71,400 | $3.69M | $51.64 | No quote |
| 35 | RDSA | Royal Dutch Shell PLC ADR A COM | 0.14% | - | 53,994 | $3.61M | No quote | No quote |
| 36 | PX | Praxair Inc COM | 0.13% | Reduce -4.9% | 34,675 | $3.31M | No quote | No quote |
| 37 | PGR | Progressive Corp Ohio COM | 0.10% | Reduce -8.9% | 134,514 | $2.67M | $19.87 | No quote |
| 38 | CSL | Carlisle Inc COM | 0.10% | - | 64,638 | $2.57M | $39.74 | No quote |
| 39 | DOV | Dover Corp COM | 0.08% | Reduce -2.5% | 35,350 | $2.07M | $58.44 | No quote |
| 40 | COST | Costco Whsl Corp COM | 0.07% | - | 25,780 | $1.86M | $72.23 | No quote |
| 41 | V | Visa Inc Cl A COM | 0.07% | New | 25,050 | $1.76M | $70.38 | No quote |
| 42 | COP | Conocophillips COM | 0.06% | Reduce -29.3% | 24,031 | $1.64M | $68.12 | No quote |
| 43 | IBM | I B M COM | 0.05% | Add +21.5% | 9,600 | $1.41M | $146.77 | No quote |
| 44 | WMT | Wal Mart Stores Inc COM | 0.05% | Reduce -0.4% | 24,272 | $1.31M | $53.93 | No quote |
| 45 | CSCO | Cisco Sys Inc COM | 0.05% | Reduce -4.5% | 63,450 | $1.28M | $20.24 | No quote |
| 46 | FULT | Fulton Finl Corp COM | 0.04% | Reduce -2.0% | 108,540 | $1.12M | $10.34 | No quote |
| 47 | PCP | Precision Castparts Corp COM | 0.04% | - | 6,600 | $919K | No quote | No quote |
| 48 | JNJ | Johnson & Johnson COM | 0.03% | Reduce -4.0% | 14,636 | $905K | $61.83 | No quote |
| 49 | EVF | Eaton Vance Sr Income TR SF SH BEN INT | 0.03% | Add +0.0% | 121,628 | $871K | No quote | No quote |
| 50 | DD | Du Pont E I De Nemours COM | 0.03% | - | 17,118 | $854K | $49.89 | No quote |
| 51 | ATR | Aptargroup Inc COM | 0.03% | - | 17,884 | $851K | No quote | No quote |
| 52 | DE | Deere & Co COM | 0.03% | - | 10,075 | $837K | $83.08 | No quote |
| 53 | VNO | Vornado RLTY TR COM | 0.03% | - | 10,000 | $833K | $83.30 | No quote |
| 54 | JPM | J.P. Morgan Chase COM | 0.03% | - | 18,300 | $776K | $42.40 | No quote |
| 55 | BBT | BB&T Corp COM | 0.03% | - | 25,150 | $661K | No quote | No quote |
| 56 | CMCSA | Comcast Corp New Cl A COM | 0.03% | Reduce -25.1% | 29,986 | $659K | $21.98 | No quote |
| 57 | GD | General Dynamics Corp COM | 0.03% | - | 9,250 | $656K | $70.92 | No quote |
| 58 | MCD | McDonalds Corp COM | 0.02% | Add +0.6% | 7,960 | $611K | $76.76 | No quote |
| 59 | VMC | Vulcan Materials COM | 0.02% | Reduce -47.1% | 13,300 | $590K | $44.36 | No quote |
| 60 | MAT | Mattel Inc COM | 0.02% | Reduce -3.9% | 22,825 | $580K | $25.41 | No quote |
| 61 | PXD | Pioneer Nat Res COM | 0.02% | Reduce -13.9% | 6,500 | $564K | No quote | No quote |
| 62 | PNC | PNC Bank Corp COM | 0.02% | New | 9,074 | $551K | $60.72 | No quote |
| 63 | SLB | Schlumberger LTD COM | 0.02% | - | 6,575 | $549K | $83.50 | No quote |
| 64 | DIS | Disney Walt Productions COM | 0.02% | Reduce -0.7% | 14,175 | $532K | $37.53 | No quote |
| 65 | MMM | 3M Company COM | 0.01% | Reduce -18.3% | 4,475 | $386K | $86.26 | No quote |
| 66 | BP | BP PLC ADR COM | 0.01% | Reduce -8.1% | 8,486 | $375K | $44.19 | No quote |
| 67 | HTLD | Heartland Express Inc COM | 0.01% | Reduce -41.2% | 22,965 | $368K | $16.02 | No quote |
| 68 | GE | General Electric COM | 0.01% | Reduce -5.1% | 18,520 | $339K | $18.30 | No quote |
| 69 | AES | AES Corp COM | 0.01% | Reduce -1.1% | 27,300 | $333K | $12.20 | No quote |
| 70 | SMG | Scotts Miracle-Gro Cl A COM | 0.01% | - | 5,625 | $286K | $50.84 | No quote |
| 71 | NTRS | Northern Trust Corp COM | 0.01% | - | 5,000 | $277K | $55.40 | No quote |
| 72 | SWZ | Swiss Helvetia FD Inc COM | 0.01% | - | 20,000 | $271K | $13.55 | No quote |
| 73 | LAMR | Lamar Advertising Cl A COM | 0.01% | - | 6,625 | $264K | $39.85 | No quote |
| 74 | TWX | Time Warner Inc COM | 0.01% | Reduce -2.3% | 7,715 | $248K | No quote | No quote |
| 75 | T | A T & T Inc COM | 0.01% | Reduce -2.4% | 8,153 | $240K | $29.44 | No quote |
| 76 | MRK | Merck Inc COM | 0.01% | - | 6,586 | $237K | $35.99 | No quote |
| 77 | MON | Monsanto COM | 0.01% | New | 3,365 | $234K | No quote | No quote |
| 79 | SUSQ | Susquehanna Bancshrs Inc COM | 0.01% | - | 19,581 | $190K | No quote | No quote |
| 78 | LXP | Lexington Corp PPTYS TR COM | 0.01% | - | 23,957 | $190K | No quote | No quote |
| 80 | TIGR | Tigerlogic Corp COM | 0.00% | - | 10,000 | $48K | No quote | No quote |
| 87 | NEE | Nextera Energy Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 86 | MTR | Mesa RTY TR COM | - | Sold | 0 | $0 | No quote | No quote |
| 85 | KFT | Kraft Foods Inc CL A COM | - | Sold | 0 | $0 | No quote | No quote |
| 84 | ECA | Encana Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 83 | DVN | Devon Energy Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 82 | CVE | Cenovus Energy COM | - | Sold | 0 | $0 | No quote | No quote |
| 81 | BAC | Bank Amer Corp COM | - | Sold | 0 | $0 | No quote | No quote |