Thomas Russo - Gardner Russo & Quinn
As of Q1 2026, Thomas Russo reported 86 long-equity positions worth $8.5B in aggregate.
Copy-investor backtest
- Latest quarter
- +0.13%
- 1-year
- +7.37%
- 3-year
- +39.39%
- 3-year top 5
- +46.41%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 64 of 86 rows. Rows without a quote are marked unavailable.
| 1 | BRK/A | Berkshire Hathaway Inc Cl ACUSIP 084670108 | 13.34% | Reduce -1.5% | 2,710 | $1.1B | No quote | No quote |
| 2 | NSRGY | Nestle SA Sponsored ADR | 11.36% | Reduce -1.0% | 8,722,425 | $938.62M | $107.61 | |
| 3 | MA | Mastercard Inc Cl A | 9.16% | Reduce -1.7% | 2,661,848 | $756.87M | $284.34 | |
| 4 | GOOG | Alphabet Inc Cl C | 8.96% | Add +3.5%20:1 split | 7,700,535 | $740.41M | $96.15 | |
| 5 | PM | Philip Morris International In | 6.89% | Reduce -1.3% | 6,852,288 | $568.81M | $83.01 | |
| 6 | HKHHF | Heineken Holding NV | 6.86% | Reduce -0.2% | 8,208,621 | $566.93M | $69.07 | |
| 7 | CFRHF | Compagnie Financiere Richemont | 6.78% | Reduce -0.4% | 5,843,425 | $559.73M | $95.79 | |
| 8 | PDRDF | Pernod Ricard | 6.73% | Reduce -0.6% | 3,005,697 | $556.08M | $185.01 | |
| 9 | BRK/B | Berkshire Hathaway Inc Cl BCUSIP 084670702 | 5.55% | Reduce -1.8% | 1,717,887 | $458.71M | No quote | No quote |
| 10 | MLM | Martin Marietta Materials | 4.16% | Reduce -1.1% | 1,067,783 | $343.92M | $322.09 | |
| 11 | UL | Unilever PLC ADR | 3.40% | Reduce -8.0% | 6,407,128 | $280.89M | $43.84 | |
| 12 | ASHTF | Ashtead Group PLC | 2.92% | Add +25.2% | 5,284,992 | $241.06M | $45.61 | No quote |
| 13 | NFLX | Netflix Inc | 2.68% | Add +80.6% | 940,802 | $221.5M | $235.44 | |
| 14 | JPM | J.P. Morgan Chase | 2.44% | Reduce -1.3% | 1,928,564 | $201.54M | $104.50 | |
| 15 | BF/A | Brown-Forman Corp Cl ACUSIP 115637100 | 2.15% | Reduce -1.9% | 2,624,001 | $177.28M | No quote | No quote |
| 16 | CMCSA | Comcast Corp New Cl A | 1.42% | Reduce -15.6% | 3,985,573 | $116.9M | $29.33 | |
| 17 | CABO | Cable One Inc | 0.99% | Add +1.9% | 95,713 | $81.65M | $853.05 | |
| 18 | BF/B | Brown-Forman Corp Cl BCUSIP 115637209 | 0.83% | Reduce -1.3% | 1,032,898 | $68.76M | No quote | No quote |
| 19 | V | Visa Inc Cl A | 0.78% | Reduce -1.5% | 363,212 | $64.53M | $177.65 | |
| 20 | WFC | Wells Fargo | 0.38% | Reduce -5.6% | 784,511 | $31.55M | $40.22 | |
| 21 | BUDFF | Anheuser-Busch InBev SA | 0.36% | Reduce -11.0% | 642,884 | $29.44M | $45.79 | |
| 22 | XOM | Exxon Mobil Corp | 0.19% | Add +0.5% | 179,099 | $15.64M | $87.31 | |
| 23 | MO | Altria Group Inc | 0.16% | Add +0.9% | 335,936 | $13.57M | $40.38 | |
| 24 | SWMA | Swedish Match AB | 0.12% | Reduce -5.7% | 1,029,195 | $10.2M | No quote | No quote |
| 25 | VMC | Vulcan Materials | 0.11% | Reduce -10.5% | 55,407 | $8.74M | $157.71 | |
| 26 | MKL | Markel Corp | 0.11% | Add +21.6% | 8,037 | $8.71M | $1084.24 | |
| 27 | DVDCF | Davide Campari-Milano NV | 0.09% | Reduce -1.1% | 813,493 | $7.26M | $8.93 | |
| 28 | CXT | Crane Holdings | 0.08% | Reduce -1.4% | 73,281 | $6.42M | $87.54 | |
| 29 | HRL | Hormel Foods Corp | 0.07% | Reduce -1.7% | 132,281 | $6.01M | $45.44 | |
| 30 | AXP | American Express | 0.07% | - | 39,836 | $5.37M | $134.90 | |
| 31 | NSRGF | Nestle SA-REG | 0.06% | - | 42,370 | $4.61M | $108.80 | |
| 32 | PG | Procter & Gamble | 0.05% | Reduce -6.5% | 35,091 | $4.43M | $126.24 | |
| 33 | OUT | Outfront Media Inc | 0.04% | Reduce -9.6% | 240,833 | $3.66M | $15.19 | |
| 34 | UNP | Union Pac Corp | 0.04% | Add +0.6% | 18,451 | $3.6M | $194.84 | |
| 35 | DOV | Dover Corp | 0.04% | Reduce -0.9% | 29,762 | $3.47M | $116.59 | |
| 36 | HINKF | Heineken NV | 0.04% | - | 39,066 | $3.44M | $88.03 | |
| 37 | PEP | Pepsico Inc | 0.04% | Reduce -1.5% | 20,865 | $3.41M | $163.24 | |
| 38 | CABJF | Carlsberg B A/S | 0.04% | Reduce -12.2% | 28,771 | $3.39M | $117.76 | |
| 39 | MKC | McCormick Inc | 0.04% | Reduce -1.9% | 45,150 | $3.22M | $71.27 | |
| 40 | COST | Costco Whsl Corp | 0.03% | Reduce -3.6% | 5,389 | $2.55M | $472.26 | |
| 41 | LRLCF | Loreal SA | 0.03% | - | 7,815 | $2.53M | $323.48 | |
| 42 | - | Unilever PLCCUSIP G92087165 | 0.02% | - | 44,000 | $1.95M | No quote | No quote |
| 43 | COCXF | Lindt & Spruengli AG - Reg | 0.02% | - | 19 | $1.9M | $100000.00 | |
| 44 | GOOGL | Alphabet Inc Cl A | 0.02% | -20:1 split | 19,640 | $1.88M | $95.67 | |
| 45 | PNC | PNC Bank Corp | 0.02% | - | 11,693 | $1.75M | $149.41 | |
| 46 | SWZ | Swiss Helvetia FD Inc | 0.02% | Add +2.5% | 250,137 | $1.7M | $6.79 | |
| 47 | ABBV | AbbVie Inc | 0.02% | - | 12,610 | $1.69M | $134.18 | |
| 48 | PRNDY | Pernod-Ricard SA Unsponsored A | 0.02% | Reduce -17.9% | 39,905 | $1.48M | No quote | No quote |
| 49 | CFRUY | Compagnie Financiere Richemont | 0.02% | Reduce -18.1% | 138,220 | $1.32M | No quote | No quote |
| 50 | KO | Coca-Cola | 0.01% | Reduce -1.7% | 20,995 | $1.18M | $56.01 | |
| 51 | ABT | Abbott Labs | 0.01% | - | 11,775 | $1.14M | $96.73 | |
| 52 | FULT | Fulton Finl Corp | 0.01% | Reduce -0.7% | 67,605 | $1.07M | $15.80 | |
| 53 | AAPL | Apple Inc | 0.01% | - | 7,158 | $989K | $138.17 | |
| 54 | HEINY | Heineken NV Sponsored ADR | 0.01% | Reduce -24.0% | 21,982 | $968K | No quote | No quote |
| 55 | DD | Dupont De Nemours Inc | 0.01% | Add +0.6% | 17,754 | $895K | $50.41 | |
| 56 | FMX | Fomento Economico Mex Sponsore | 0.01% | Reduce -0.9% | 14,011 | $879K | $62.74 | |
| 57 | DOW | Dow Inc | 0.01% | Add +1.4% | 19,618 | $862K | $43.94 | |
| 58 | DGEAF | Diageo PLC | 0.01% | Reduce -0.3% | 19,351 | $820K | $42.38 | |
| 59 | DANOY | Danone ADR | 0.01% | - | 73,337 | $698K | No quote | No quote |
| 60 | CVX | Chevron Corp | 0.01% | Add +0.3% | 4,802 | $690K | $143.69 | |
| 61 | LAMR | Lamar Advertising Co-A | 0.01% | - | 7,925 | $654K | $82.52 | |
| 62 | GHC | Graham Holdings Co | 0.01% | Add +0.2% | 1,162 | $625K | $537.87 | |
| 63 | HKHHY | Heineken Holding NV ADR | 0.01% | - | 16,000 | $553K | No quote | No quote |
| 64 | MSFT | Microsoft Corp | 0.01% | Reduce -36.4% | 2,310 | $538K | $232.90 | |
| 65 | PXD | Pioneer Nat Res | 0.01% | - | 2,400 | $520K | No quote | No quote |
| 66 | CTVA | Corteva Inc | 0.01% | Add +0.2% | 8,611 | $492K | $57.14 | |
| 67 | TFC | Truist Financial Corp | 0.01% | Add +0.6% | 10,850 | $472K | $43.50 | |
| 68 | DIS | Disney Walt Productions | 0.01% | Reduce -7.9% | 4,792 | $452K | $94.32 | |
| 69 | WMT | Wal Mart Stores Inc | 0.01% | - | 3,480 | $451K | $129.60 | |
| 70 | MCD | McDonalds Corp | 0.01% | Reduce -4.1% | 1,952 | $450K | $230.53 | |
| 71 | MLKN | MillerKnoll Inc | 0.00% | Reduce -9.0% | 24,230 | $378K | $15.60 | |
| 72 | RBGPF | Reckitt Benckiser Group PLC | 0.00% | - | 5,530 | $369K | No quote | No quote |
| 73 | MRK | Merck Inc | 0.00% | Reduce -1.3% | 3,858 | $332K | $86.06 | |
| 74 | DHR | Danaher Corp | 0.00% | - | 1,183 | $306K | $258.66 | |
| 75 | PHJMF | Hanjaya Mandala Sampoerna | 0.00% | - | 5,000,000 | $299K | $0.06 | |
| 76 | LTG | LT Group Inc | 0.00% | - | 1,775,000 | $250K | No quote | No quote |
| 77 | ORCL | Oracle Corp | 0.00% | - | 4,000 | $244K | $61.00 | |
| 78 | MDLZ | Mondelez International Inc | 0.00% | - | 4,400 | $241K | $54.77 | |
| 79 | ASHTY | Ashtead Group PLC ADR | 0.00% | New | 1,250 | $228K | No quote | No quote |
| 80 | JCDXF | JC Decaux SA ACT | 0.00% | - | 10,500 | $124K | No quote | No quote |
| 81 | DVCMY | Davide Campari-Milano ADR | 0.00% | - | 13,650 | $122K | No quote | No quote |
| 82 | CIR | Cir SPA | 0.00% | - | 251,250 | $97K | No quote | No quote |
| 85 | LVMHF | LVMH Moet Hennessy Louis Vuitt | - | Sold | 0 | $0 | No quote | No quote |
| 84 | Y | Alleghany Corp | - | Sold | 0 | $0 | No quote | No quote |
| 83 | BABA | Alibaba Group Hldg Ltd Sponsor | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | Compagnie Financiere RichemontWTS | OTHER | 13,562,528 | $6.06M |