Gardner Russo & Quinn LLC, under direction of Tom Russo has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.3 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $1.18B, Mastercard Inc with a value of $946M, Alphabet Inc. with a value of $903M, Philip Morris International Inc. with a value of $888M, and Netflix Inc with a value of $726M.

Examining the 13F form we can see an increase of $347M in the current position value, from $6.95B to 7.3B.

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

Portfolio value $7.3 Billion
Financial Services: $2.93 Billion
Communication Services: $1.96 Billion
Consumer Defensive: $1.51 Billion
Technology: $461 Million
Basic Materials: $394 Million
Energy: $20.9 Million
Industrials: $12.5 Million
Healthcare: $5.14 Million
Other: $4.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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 85
  • Current Value $7.3 Billion
  • Prior Value $6.95 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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