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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 62 of 196 rows. Rows without a quote are marked unavailable.

1MAMastercard Inc Cl A10.94%Reduce -2.2%8,946,630$1.57B$175.16No quote
2BRK/ABerkshire Hathaway Inc Cl ACUSIP 0846701089.74%Reduce -0.3%4,666$1.4BNo quoteNo quote
3NSRGYNestle SA-Spons ADR8.75%Reduce -0.2%15,861,323$1.25B$79.05No quote
4HKHHFHeineken Holding NV7.69%Reduce -0.6%10,701,707$1.1B$102.94No quote
5CFRHFCompagnie Financiere Richemont7.28%Add +0.4%11,640,283$1.04B$89.56No quote
6PMPhilip Morris International In7.20%Add +2.3%10,380,319$1.03B$99.40No quote
7PDRDFPernod Ricard6.98%Reduce -1.4%6,010,668$999.8M$166.34No quote
8UNUnilever NV ADR6.00%Add +3.2%15,252,999$860.12MNo quoteNo quote
9BUDFFAnheuser-Busch InBev SA5.85%Add +6.7%7,628,266$837.59M$109.80No quote
10WFCWells Fargo4.52%Reduce -1.0%12,350,667$647.3M$52.41No quote
11BRK/BBerkshire Hathaway Inc Cl BCUSIP 0846707023.55%Add +2.0%2,550,076$508.69MNo quoteNo quote
12SWGAFThe Swatch Group AG-BR3.55%Add +0.7%1,155,343$508.42MNo quoteNo quote
13MLMMartin Marietta Materials2.92%Add +0.2%2,015,598$417.83M$207.30No quote
14MOAltria Group Inc2.45%Add +0.8%5,638,211$351.37M$62.32No quote
15-British American Tobacco PLCCUSIP G1510J1022.14%Add +1.3%5,278,970$305.92MNo quoteNo quote
16DGEAFDiageo PLC1.98%Reduce -5.6%8,389,879$283.88M$33.84No quote
17JCDXFJC Decaux SA ACT1.88%Reduce -0.0%7,733,431$268.78MNo quoteNo quote
18CMCSAComcast Corp New Cl A1.70%Add +0.0%7,122,137$243.36M$34.17No quote
19BF/ABrown-Forman Corp Cl ACUSIP 1156371001.61%Reduce -0.2%4,318,029$230.28MNo quoteNo quote
20BF/BBrown-Forman Corp Cl BCUSIP 1156372091.07%Add +90.2%2,816,490$153.22MNo quoteNo quote
21VVisa Inc Cl A0.48%Reduce -0.8%569,580$68.13M$119.62No quote
22DEODiageo PLC Sponsored ADR0.39%Reduce -3.1%415,289$56.24M$135.42No quote
23AXPAmerican Express0.11%Reduce -0.7%163,699$15.27M$93.28No quote
24FMXFomento Economico Mex Sp ADR0.09%Add +0.6%138,417$12.66M$91.43No quote
25SWMASwedish Match AB0.09%Reduce -1.3%272,193$12.27MNo quoteNo quote
26XOMExxon Mobil Corp0.08%Reduce -1.2%156,595$11.68M$74.61No quote
27DANOYDanone ADR0.08%Reduce -0.7%716,515$11.58MNo quoteNo quote
28CRCrane0.08%Reduce -3.9%123,693$11.47M$92.74No quote
29MKLMarkel Corp0.07%Reduce -1.8%8,183$9.58M$1170.23No quote
30OUTOutfront Media Inc0.04%Add +4.2%340,079$6.37M$18.74No quote
31MLKNHerman Miller Inc0.04%Reduce -3.4%197,241$6.3M$31.95No quote
32UNKNOWNAnheuser-Busch InBev SA Restri0.04%-51,983$5.71MNo quoteNo quote
33HRLHormel Foods Corp0.04%Add +1.3%160,374$5.5M$34.32No quote
34KOCoca-Cola0.04%Reduce -5.1%123,708$5.37M$43.43No quote
35DOVDover Corp0.04%Reduce -2.3%51,816$5.09M$98.21No quote
36HINKFHeineken NV0.04%Reduce -4.8%47,288$5.08M$107.36No quote
37PGProcter & Gamble0.03%Reduce -12.5%52,860$4.19M$79.28No quote
38PEPPepsico Inc0.03%Reduce -1.7%33,597$3.67M$109.15No quote
39MKCMcCormick Inc0.02%Reduce -0.1%33,555$3.57M$106.39No quote
40NSRGFNestle SA-REG0.02%-41,000$3.24M$78.98No quote
41PNCPNC Bank Corp0.02%Reduce -0.6%20,965$3.17M$151.25No quote
42DWDPDowDupont Inc0.02%Add +0.5%47,521$3.03MNo quoteNo quote
43RDSARoyal Dutch Shell PLC ADR A0.02%Reduce -9.1%47,265$3.02MNo quoteNo quote
44GOOGAlphabet Inc Cl C0.02%Reduce -11.8%2,184$2.25M$1031.59No quote
45UNAUnilever NV0.02%-39,000$2.2MNo quoteNo quote
46RBGPFReckitt Benckiser Group PLC0.01%Reduce -1.9%25,472$2.16MNo quoteNo quote
47VMCVulcan Materials0.01%Add +27.8%18,820$2.15M$114.19No quote
48FULTFulton Finl Corp0.01%Add +2.9%120,254$2.14M$17.75No quote
49BICEFBIC0.01%Reduce -2.9%21,055$2.09MNo quoteNo quote
50EVFEaton Vance Sr Income TR SF0.01%Add +0.7%291,507$1.99MNo quoteNo quote
51COCXFLindt & Spruengli AG - Reg0.01%-27$1.96M$72592.59No quote
52GOOGLAlphabet Inc Cl A0.01%Reduce -9.9%1,871$1.94M$1036.88No quote
53HEINYHeineken NV Spons ADR0.01%Reduce -14.5%30,322$1.63MNo quoteNo quote
54CFRUYCIE Financiere Richemont-Unsp0.01%Reduce -15.4%165,560$1.48MNo quoteNo quote
55KHCKraft Heinz Co0.01%Add +4.4%23,535$1.47M$62.29No quote
56BACBank Amer Corp0.01%-47,975$1.44M$29.99No quote
57PDRDYPernod-Ricard SA-Unspon ADR0.01%Reduce -16.5%42,775$1.42MNo quoteNo quote
58CVXChevron Corp0.01%Reduce -28.3%12,348$1.41M$114.03No quote
59ABBVAbbVie Inc0.01%Reduce -2.8%13,700$1.3M$94.67No quote
60LRLCFLoreal SA0.01%Reduce -6.4%4,810$1.09M$225.57No quote
61PARGPargesa Holding AG - B0.01%-11,776$1.04MNo quoteNo quote
62COSTCostco Whsl Corp0.01%Add +2.9%5,473$1.03M$188.38No quote
63IBMI B M0.01%Reduce -18.6%6,173$947K$153.41No quote
64BBTBB&T Corp0.01%Reduce -38.4%16,690$869KNo quoteNo quote
65SWGAYThe Swatch Group AG ADR0.01%Reduce -3.3%37,130$817KNo quoteNo quote
66ABTAbbott Labs0.01%-12,800$767K$59.92No quote
67LAMRLamar Advertising Co-A0.01%Reduce -1.9%11,945$760K$63.62No quote
68NLSNNielsen Holdings PLC ORD0.01%Add +14.2%23,236$739KNo quoteNo quote
69COTYCoty Inc-CL A0.00%Reduce -11.9%36,590$670K$18.31No quote
70-A P Moller-Maersk A/SCUSIP K0514G1350.00%Reduce -0.9%420$614KNo quoteNo quote
71BTIBritish Amern Tob PLC ADR0.00%Reduce -4.2%10,492$605K$57.66No quote
72MCDMcDonalds Corp0.00%-3,235$506K$156.41No quote
73WMTWal Mart Stores Inc0.00%Reduce -4.8%5,350$476K$88.97No quote
74DISDisney Walt Productions0.00%-4,603$462K$100.37No quote
75PXDPioneer Nat Res0.00%Reduce -3.7%2,600$447KNo quoteNo quote
76MSFTMicrosoft Corp0.00%Add +8.0%4,750$434K$91.37No quote
77MMM3M Company0.00%Reduce -5.0%1,425$313K$219.65No quote
79CCChemours Co0.00%Add +0.3%6,408$312KNo quoteNo quote
78AIGAmerican Intl Group Inc0.00%-5,735$312K$54.40No quote
80AAPLApple Computer Inc0.00%Add +16.9%1,695$284K$167.55No quote
81SLBSchlumberger LTD0.00%-4,225$274K$64.85No quote
82ORLYO Reilly Automotive Inc0.00%-1,100$272K$247.27No quote
83-Groupe DanoneCUSIP F120331340.00%-3,275$265KNo quoteNo quote
84UNPUnion Pac Corp0.00%Reduce -20.8%1,910$257K$134.56No quote
85SSDOFShiseido Co Ltd0.00%Reduce -39.7%3,500$223KNo quoteNo quote
87JNJJohnson & Johnson0.00%Add +30.4%1,715$220K$128.28No quote
86JPMJ.P. Morgan Chase0.00%-2,000$220K$110.00No quote
88USBUS Bancorp0.00%Add +54.1%4,314$218K$50.53No quote
89LTGLT Group Inc0.00%-600,000$216KNo quoteNo quote
90BPBP PLC ADR0.00%Add +18.4%5,298$215K$40.58No quote
91UNMUnum Group0.00%-4,500$214K$47.56No quote
92PHJMFHanjaya Mandala Sampoerna0.00%-687,500$199K$0.29No quote
93CIRCir SPA0.00%-125,000$165KNo quoteNo quote
94BOIVFBollore0.00%-30,000$160KNo quoteNo quote
95-Indivior PLCCUSIP G4766E1080.00%Reduce -1.8%22,782$130KNo quoteNo quote
96-PZ Cussons PLCCUSIP G6850S1090.00%-15,000$48KNo quoteNo quote
190YUMCYum China Holdings, Inc.-Sold0$0No quoteNo quote
189YUMYum Brands Inc-Sold0$0No quoteNo quote
188-Yoox S P A Shs Prive Di ValoreCUSIP T9846S106-Sold0$0No quoteNo quote
187WEYSWeyco Group Inc-Sold0$0No quoteNo quote
186WFCPRLWells Fargo 7.5000 Conv Pfd S-Sold0$0No quoteNo quote
185WBAWalgreens Boots Alliance Inc-Sold0$0No quoteNo quote
184-Wal-Mart De Mexico S ACUSIP P98180188-Sold0$0No quoteNo quote
183WBCWABCO Holdings Inc-Sold0$0No quoteNo quote
182VZVerizon Communications-Sold0$0No quoteNo quote
181VVCVectren Corp-Sold0$0No quoteNo quote
180ULUnilever PLC ADR-Sold0$0No quoteNo quote
179UGIUGI Corp-Sold0$0No quoteNo quote
178TCEHYTencent Holdings LTD ADR-Sold0$0No quoteNo quote
177TGBAXTempleton Global Bond FD-Sold0$0No quoteNo quote
176SUSuncor Energy Inc-Sold0$0No quoteNo quote
175-Strauss Group LTDCUSIP M8553H110-Sold0$0No quoteNo quote
174SNIScripps Networks Interactive C-Sold0$0No quoteNo quote
173-Schibsted A/S CL BCUSIP R75677147-Sold0$0No quoteNo quote
172-Schibsted A/S CL ACUSIP R75677105-Sold0$0No quoteNo quote
171RDSBRoyal Dutch Shell PLC ADR B-Sold0$0No quoteNo quote
170-Roche Holding AGCUSIP 001203204-Sold0$0No quoteNo quote
169RADRite Aid Corp-Sold0$0No quoteNo quote
168-Remy CointreauCUSIP F7725A100-Sold0$0No quoteNo quote
167PTTRXPimco Total Return Fund-Inst-Sold0$0No quoteNo quote
166PSXPhillips 66-Sold0$0No quoteNo quote
165PFEPfizer Inc-Sold0$0No quoteNo quote
164ORCLOracle Corp-Sold0$0No quoteNo quote
163NVSNovartis AG ADR Sponsored-Sold0$0No quoteNo quote
162NTRSNorthern Trust Corp-Sold0$0No quoteNo quote
161NKENike Inc - Cl B-Sold0$0No quoteNo quote
160NEENextera Energy Inc-Sold0$0No quoteNo quote
159NWLNewell Brands Inc-Sold0$0No quoteNo quote
158MYLMylan NV-Sold0$0No quoteNo quote
157MUSAMurphy USA Inc-Sold0$0No quoteNo quote
156MURMurphy Oil Corp-Sold0$0No quoteNo quote
155MONMonsanto-Sold0$0No quoteNo quote
154MHKMohawk Inds Inc-Sold0$0No quoteNo quote
153-Mirant Corp Escrow SharesCUSIP 604675991-Sold0$0No quoteNo quote
152-Micropore Inc C CV PFDCUSIP 595998816-Sold0$0No quoteNo quote
151MRKMerck Inc-Sold0$0No quoteNo quote
150MCKMcKesson HBOC Inc-Sold0$0No quoteNo quote
149MNIMcClatchy Company Cl A-Sold0$0No quoteNo quote
148MATMattel Inc-Sold0$0No quoteNo quote
147MANManpowergroup-Sold0$0No quoteNo quote
146LVMHFLVMH Moet Hennessy Louis Vuitt-Sold0$0No quoteNo quote
145LVMUYLVMH Moet Hennessy Louis Vuitt-Sold0$0No quoteNo quote
144LUXTYLuxottica Group SPA ADR-Sold0$0No quoteNo quote
143LOWLowes Inc-Sold0$0No quoteNo quote
142LMTLockheed Martin Corp-Sold0$0No quoteNo quote
141KNKnowles Corp-Sold0$0No quoteNo quote
140WLYJohn Wiley & Son Inc Cl A-Sold0$0No quoteNo quote
139IRIngersoll-Rand PLC-Sold0$0No quoteNo quote
138HDHome Depot Inc-Sold0$0No quoteNo quote
137HSYHershey Foods Corp-Sold0$0No quoteNo quote
136HTLDHeartland Express Inc-Sold0$0No quoteNo quote
135HASHasbro Inc-Sold0$0No quoteNo quote
134HAINHain Celestial Group Inc-Sold0$0No quoteNo quote
133GHCGraham Holdings Co-Sold0$0No quoteNo quote
132GWRGenesee & Wyo Inc Cl A-Sold0$0No quoteNo quote
131GEGeneral Electric-Sold0$0No quoteNo quote
130GCIGannet Co Inc-Sold0$0No quoteNo quote
129BENFranklin Resources Inc-Sold0$0No quoteNo quote
128FTVFortive Corp-Sold0$0No quoteNo quote
127FDXFedEx Corp-Sold0$0No quoteNo quote
126FASTFastenal-Sold0$0No quoteNo quote
125ELEstee Lauder Cos Inc Cl A-Sold0$0No quoteNo quote
124-Essilor InternationalCUSIP 001179764-Sold0$0No quoteNo quote
123DEDeere & Co-Sold0$0No quoteNo quote
122CPRDavide Campari-Milano SPA-Sold0$0No quoteNo quote
121DHRDanaher Corp-Sold0$0No quoteNo quote
120MBGAFDaimler-Sold0$0No quoteNo quote
119DJCODaily Journal Corp-Sold0$0No quoteNo quote
118CSXCSX Corp-Sold0$0No quoteNo quote
117STZConstellation Brands Inc-Sold0$0No quoteNo quote
116COPConocophillips-Sold0$0No quoteNo quote
115CLColgate Palmolive-Sold0$0No quoteNo quote
114CSFLCenterstate BKS FLA Inc-Sold0$0No quoteNo quote
113CELGCelgene Corp-Sold0$0No quoteNo quote
112CATCaterpillar Inc-Sold0$0No quoteNo quote
111CSLCarlisle Inc-Sold0$0No quoteNo quote
110CNICanadian Natl Railway Co-Sold0$0No quoteNo quote
109CPBCampbell Soup-Sold0$0No quoteNo quote
108CABOCable One Inc-Sold0$0No quoteNo quote
107BABoeing-Sold0$0No quoteNo quote
106BMWYYBayerische Motoren Werke AG-Sold0$0No quoteNo quote
105BKBank of New York Mellon-Sold0$0No quoteNo quote
104BACPRLBank of America Corp 7.2500 C-Sold0$0No quoteNo quote
103BKMUBank Mutual Corp-Sold0$0No quoteNo quote
102ELVAnthem Inc-Sold0$0No quoteNo quote
101BUDAnheuser-Busch InBev ADR-Sold0$0No quoteNo quote
100AMZNAmazon.com Inc-Sold0$0No quoteNo quote
99YAlleghany Corp-Sold0$0No quoteNo quote
98ACNBACNB Corp-Sold0$0No quoteNo quote
97TA T & T Inc-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1MTBWSM&T Bank Corp Wts Exp 12/23/1WTSOTHER19,750$2.15M
2JPMWSJP Morgan Chase & Co WTS Exp 1WTSOTHER30,300$2.11M
3WFCWSWells Fargo WTS Exp 10/28/18WTSOTHER101,500$1.95M
4TWNKWHostess Brands Inc Wts Exp 11/WTSOTHER57,500$136K
6CWSACitigroup Inc A WTS Exp 1/4/19WTSOTHER0$0
5BACWSBBank of America Corp WTS Exp 1WTSOTHER0$0