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 2026-08-13 from SEC 13F data.
Live quotes available for 67 of 86 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | Alphabet Inc Cl C | 12.07% | Reduce -9.0% | 3,048,077 | $1.08B | $353.33 | |
| 2 | BRK-A | Berkshire Hathaway Inc Cl A | 12.01% | Reduce -1.9% | 1,432 | $1.07B | $748850.00 | |
| 3 | PM | Philip Morris International In | 9.18% | Reduce -1.6% | 4,530,846 | $819.68M | $180.91 | |
| 4 | MA | Mastercard Inc Cl A | 8.76% | Reduce -2.1% | 1,522,395 | $781.9M | $513.60 | |
| 5 | CFRHF | Compagnie Financiere Richemont | 8.67% | Reduce -3.0% | 3,345,346 | $773.66M | $231.27 | |
| 6 | HKHHF | Heineken Holding NV | 7.61% | Reduce -2.1% | 8,905,683 | $679.64M | $76.32 | |
| 7 | NSRGY | Nestle SA Sponsored ADR | 6.11% | Reduce -3.0% | 5,314,898 | $545.79M | $102.69 | |
| 8 | BRK-B | Berkshire Hathaway Inc Cl B | 6.05% | Reduce -2.8% | 1,079,364 | $540.1M | $500.39 | |
| 9 | SUNB | Sunbelt Rentals Holdings Inc | 4.94% | Reduce -2.5% | 5,897,825 | $441.22M | $74.81 | |
| 10 | NFLX | Netflix Inc | 4.57% | Add +1.8% | 5,710,088 | $407.7M | $71.40 | |
| 11 | MLM | Martin Marietta Materials | 4.56% | Reduce -1.4% | 705,367 | $406.78M | $576.70 | |
| 12 | UBER | Uber Technologies Inc | 4.11% | Reduce -1.7% | 5,084,015 | $366.86M | $72.16 | |
| 13 | - | Eurofins ScientificCUSIP L31839134 | 3.60% | Add +32.2% | 4,094,034 | $320.91M | No quote | No quote |
| 14 | DASH | Doordash Inc Cl A | 2.45% | Add +18.5% | 1,186,104 | $218.87M | $184.53 | |
| 15 | PDRDF | Pernod Ricard | 1.92% | Reduce -5.2% | 2,351,360 | $171.68M | $73.01 | |
| 16 | CMCSA | Comcast Corp New Cl A | 0.60% | Reduce -2.6% | 2,193,660 | $53.85M | $24.55 | |
| 17 | BF-A | Brown-Forman Corp Cl A | 0.49% | Reduce -3.0% | 1,597,815 | $43.72M | $27.36 | |
| 18 | V | Visa Inc Cl A | 0.34% | Reduce -7.0% | 87,256 | $29.94M | $343.09 | |
| 19 | XOM | Exxon Mobil Corp | 0.28% | Reduce -6.6% | 181,200 | $24.77M | $136.72 | |
| 20 | BF-B | Brown-Forman Corp Cl B | 0.19% | Reduce -3.1% | 639,282 | $17.04M | $26.65 | |
| 21 | BUDFF | Anheuser-Busch InBev SA | 0.16% | Reduce -6.9% | 171,294 | $14.23M | $83.07 | |
| 22 | MO | Altria Group Inc | 0.12% | Reduce -9.6% | 148,603 | $10.69M | $71.95 | |
| 23 | CR | Crane Company | 0.11% | Reduce -5.8% | 43,937 | $9.8M | $223.07 | |
| 24 | MKL | Markel Corp | 0.09% | Reduce -13.9% | 4,265 | $8.33M | $1953.01 | |
| 25 | JPM | J.P. Morgan Chase | 0.09% | Reduce -83.4% | 24,719 | $8.09M | $327.33 | |
| 26 | UNP | Union Pac Corp | 0.08% | Reduce -6.5% | 25,841 | $7.03M | $272.00 | |
| 27 | DOV | Dover Corp | 0.05% | Reduce -1.4% | 18,851 | $4.23M | $224.28 | |
| 28 | GOOGL | Alphabet Inc Cl A | 0.04% | Reduce -4.3% | 11,114 | $3.97M | $357.37 | |
| 29 | COST | Costco Whsl Corp | 0.04% | Reduce -26.5% | 3,399 | $3.18M | $935.48 | |
| 30 | ABBV | AbbVie Inc | 0.04% | - | 12,410 | $3.12M | $251.64 | |
| 31 | WRBY | Warby Parker Inc Cl A | 0.03% | - | 80,000 | $2.43M | $30.34 | |
| 32 | VMC | Vulcan Materials | 0.02% | - | 7,263 | $2.14M | $295.01 | |
| 33 | LEVI | Levi Strauss & Co Cl A | 0.02% | Add +1.2% | 83,725 | $2.08M | $24.83 | |
| 34 | - | ALK Abello A/SCUSIP K03294137 | 0.02% | Add +6.0% | 53,000 | $1.98M | No quote | No quote |
| 35 | MKC | McCormick Inc | 0.02% | Reduce -1.6% | 37,981 | $1.92M | $50.42 | |
| 36 | - | De'LonghiCUSIP T3508H102 | 0.02% | Add +9.5% | 42,700 | $1.81M | No quote | No quote |
| 37 | COCXF | Lindt & Spruengli AG - Reg | 0.02% | - | 15 | $1.79M | $119010.73 | |
| 38 | - | SSP GroupCUSIP G8402N125 | 0.02% | - | 700,000 | $1.74M | No quote | No quote |
| 39 | AXP | American Express | 0.02% | Reduce -21.0% | 5,125 | $1.73M | $338.25 | |
| 40 | - | Demant A/SCUSIP K3008M105 | 0.02% | - | 41,000 | $1.68M | No quote | No quote |
| 41 | LRLCF | Loreal SA | 0.02% | - | 3,705 | $1.63M | $438.63 | |
| 42 | - | FielmannCUSIP D2617N114 | 0.02% | - | 33,000 | $1.61M | No quote | No quote |
| 43 | - | KonecranesCUSIP X4550J108 | 0.02% | - | 52,500 | $1.61M | No quote | No quote |
| 44 | - | Rational AGCUSIP D6349P107 | 0.02% | - | 2,200 | $1.61M | No quote | No quote |
| 45 | - | FluidraCUSIP E52619108 | 0.02% | - | 70,000 | $1.58M | No quote | No quote |
| 46 | - | Lotus BakeriesCUSIP B5783H102 | 0.02% | - | 115 | $1.53M | No quote | No quote |
| 47 | MSFT | Microsoft Corp | 0.01% | Add +1.1% | 3,584 | $1.34M | $373.02 | |
| 48 | AAPL | Apple Inc | 0.01% | Reduce -3.2% | 4,601 | $1.33M | $289.36 | |
| 49 | CABJF | Carlsberg B A/S | 0.01% | Add +2.7% | 10,135 | $1.33M | $131.05 | |
| 50 | - | Sunbelt Rentals Holdings ORDCUSIP CREST6610 | 0.01% | - | 18,178 | $1.33M | No quote | No quote |
| 51 | HINKF | Heineken NV | 0.01% | - | 15,131 | $1.27M | $84.15 | |
| 52 | - | Puig BrandsCUSIP E8S64T107 | 0.01% | - | 68,000 | $1.25M | No quote | No quote |
| 53 | PEP | Pepsico Inc | 0.01% | Reduce -1.0% | 9,115 | $1.23M | $135.41 | |
| 54 | DVDCF | Davide Campari-Milano NV | 0.01% | Reduce -3.5% | 195,048 | $1.21M | $6.23 | |
| 55 | - | Kalmar Oyj BCUSIP X4S8SE108 | 0.01% | Add +1.9% | 27,500 | $1.21M | No quote | No quote |
| 56 | YETI | Yeti Holdings Inc | 0.01% | - | 24,000 | $1.19M | $49.56 | |
| 57 | NSRGF | Nestle SA-REG | 0.01% | - | 11,130 | $1.15M | $102.99 | |
| 58 | - | H&MCUSIP W41422101 | 0.01% | - | 64,000 | $1.1M | No quote | No quote |
| 59 | FULT | Fulton Finl Corp | 0.01% | Reduce -9.6% | 44,250 | $1.07M | $24.19 | |
| 60 | JBT | JBT Marel Corp | 0.01% | - | 7,250 | $1.05M | No quote | No quote |
| 61 | ABT | Abbott Labs | 0.01% | - | 11,510 | $1.04M | $90.74 | |
| 62 | - | Electrolux ProfessionalCUSIP W2457W116 | 0.01% | - | 230,000 | $1.01M | No quote | No quote |
| 63 | KO | Coca-Cola | 0.01% | Reduce -5.2% | 12,350 | $1M | $81.27 | |
| 64 | PG | Procter & Gamble | 0.01% | Reduce -29.0% | 6,554 | $961.08K | $146.64 | |
| 65 | WMT | Wal Mart Stores Inc | 0.01% | Reduce -13.1% | 8,465 | $958.75K | $113.26 | |
| 66 | HRI | Herc Holdings Inc | 0.01% | - | 6,450 | $924.54K | $143.34 | |
| 67 | LAMR | Lamar Advertising Co-A | 0.01% | - | 5,368 | $837.3K | $155.98 | |
| 68 | - | Zalando SECUSIP D98423102 | 0.01% | - | 28,000 | $812.16K | No quote | No quote |
| 69 | FBLA | FB Bancorp Inc | 0.01% | - | 50,000 | $753K | $15.06 | |
| 70 | WFC | Wells Fargo | 0.01% | Add +0.0% | 7,451 | $615.76K | $82.64 | |
| 71 | SWZ | Total Return Securities Fund | 0.01% | - | 97,667 | $580.14K | $5.94 | |
| 72 | HRL | Hormel Foods Corp | 0.01% | Reduce -2.6% | 18,500 | $459.17K | $24.82 | |
| 73 | OUT | Outfront Media Inc | 0.01% | - | 13,588 | $445.14K | $32.76 | |
| 74 | LTG | LT Group Inc | 0.00% | - | 1,775,000 | $431.53K | No quote | No quote |
| 75 | CVX | Chevron Corp | 0.00% | - | 2,470 | $409.43K | $165.76 | |
| 76 | ORCL | Oracle Corp | 0.00% | Reduce -24.6% | 2,715 | $397.88K | $146.55 | |
| 77 | UNM | Unum Group | 0.00% | Reduce -8.3% | 3,485 | $311.56K | $89.40 | |
| 78 | JNJ | Johnson & Johnson | 0.00% | Reduce -14.7% | 1,112 | $282.42K | $253.97 | |
| 79 | CAT | Caterpillar Inc | 0.00% | Reduce -41.1% | 265 | $282.2K | $1064.90 | |
| 80 | MCD | McDonalds Corp | 0.00% | - | 947 | $255.98K | $270.31 | |
| 81 | DIS | Disney Walt Productions | 0.00% | Reduce -1.0% | 2,492 | $239.86K | $96.25 | |
| 82 | AMZN | Amazon.com Inc | 0.00% | Reduce -10.0% | 936 | $223.09K | $238.34 | |
| 83 | MRK | Merck Inc | 0.00% | Reduce -23.3% | 1,642 | $211.01K | $128.51 | |
| 84 | COF | Cofide SPA | 0.00% | - | 251,250 | $199.64K | $0.79 | |
| 85 | PHJMF | Hanjaya Mandala Sampoerna | 0.00% | - | 5,000,000 | $187.36K | $0.04 | |
| 86 | GNRC | Generac Holdings Inc | - | Sold | 0 | $0 | No quote | No quote |