Tom Russo
Gardner Russo & Quinn · Buys great companies for less than they're really worth and holds for the long run
Top 5 holdings: GOOG 12.1%, BRK/A 12.0%, PM 9.2%, MA 8.8%, Compagnie Financiere Richemont 8.7%
Holdings in or near the buy zone today
From stocks Tom Russo holds · latest close
Price levels and picks are calculated automatically with the same formula for every stock — for education only, not a recommendation to buy or sell. · How it's calculated
Trades in Q2 2026
Compared with the previous quarter's report
All holdings
Weight = value of that stock ÷ total value of US stocks in the report
Compagnie Financiere Richemont
Heineken Holding NV
Eurofins Scientific · shares +32%
Pernod Ricard · shares -5%
Portfolio value over time
Each quarter per the 13F report (value at quarter end)
Latest $8.9B
| Quarter | GOOG | BRK/A | PM | MA | Compagnie Fi |
|---|---|---|---|---|---|
| Q2 2026 | 12.1% | 12.0% | 9.2% | 8.8% | 8.7% |
| Q1 2026 | 11.3% | 12.3% | 9.0% | 9.1% | 7.0% |
| Q4 2025 | 13.3% | 12.1% | 8.1% | 9.8% | 8.2% |
| Q3 2025 | 12.1% | 12.5% | 8.1% | 9.9% | 7.4% |
| Q2 2025 | 9.6% | 12.6% | 9.4% | 10.1% | 7.4% |
| Q1 2025 | 8.9% | 14.8% | 8.9% | 10.5% | 7.3% |
Sector breakdown
Other whales
13F reports show only US stocks held at quarter end and can be filed up to 45 days late · They exclude short sales, options and other assets · For educational purposes only — not investment advice