Gardner Russo & Quinn LLC, under direction of Tom Russo has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.95 Billion distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.32B, Mastercard Inc with a value of $941M, Alphabet Inc. with a value of $798M, Philip Morris International Inc. with a value of $796M, and Berkshire Hathaway Inc Class B with a value of $629M.

Examining the 13F form we can see an increase of $6.73M in the current position value, from $6.95B to 6.95B.

Below you can find more details about Tom Russo portfolio as well as his latest detailed transactions.

Portfolio value $6.95 Billion
Financial Services: $3.22 Billion
Communication Services: $1.56 Billion
Consumer Defensive: $1.45 Billion
Basic Materials: $346 Million
Technology: $326 Million
Energy: $23.5 Million
Industrials: $12.9 Million
Healthcare: $5.32 Million
Other: $5.36 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Tom Russo

Tom Russo

Tom Russo is a partner at Gardner Russo & Quinn, an investment firm that focuses on long-term value investing. Russo has a reputation as a skilled investor and has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $6.95 Billion
  • Prior Value $6.95 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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