OpenStocks
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Tom Russo (Gardner Russo & Quinn)
  • Overview
  • Portfolio87
  • Performance8Q
  • Options
  • Activity456
  • News

Tom Russo

Gardner Russo & Quinn
Share
  • Asset Manager · CIK 0000860643
  • Comms-Heavy
  • Mid-Size Fund

Tom Russo runs Gardner Russo & Quinn, an asset manager overseeing $9.26B in disclosed equity holdings (SEC CIK 0000860643). The latest portfolio (2025Q4) discloses 87 positions across 10 sectors, with the largest positions in GOOG, BRK.A and MA. On a mark-to-market basis the tracked portfolio has returned 26.8% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Tom's filingsView holdings↓
Portfolio
$9.26B
Positions
87
Quarter
2025Q4
Filings tracked
8
Since filing+26.8%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2025Q4
1 / 2
75 of 87
1
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
13.32%
of portfolio
Number of shares
3,931,197 sh
Holdings current value
$1.23B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 15.5%
2025Q4
Current $337.75
2
B
BRK.ABERKSHIRE HATHAWAY INC DEL
12.12%
of portfolio
Number of shares
1,488 sh
Holdings current value
$1.12B
Avg closing price
$634440
+11.3%
Last action
Trimmed 3.4%
2025Q4
Current $706165
3
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
9.77%
of portfolio
Number of shares
1,585,999 sh
Holdings current value
$905.41M
Avg closing price
$481.57
+4.3%
Last action
Trimmed 2.1%
2025Q4
Current $502.38
4
H
H25662182Compagnie Financiere Richemont
8.21%
of portfolio
Number of shares
3,502,105 sh
Holdings current value
$760.54M
Avg closing price
$152.68
Last action
Trimmed 2.8%
2025Q4
Current —
5
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
8.13%
of portfolio
Number of shares
4,697,508 sh
Holdings current value
$753.48M
Avg closing price
$92.14
+83.6%
Last action
Added 0.8%
2025Q4
Current $169.19
6
N
N39338194Heineken Holding NV
7.28%
of portfolio
Number of shares
9,200,276 sh
Holdings current value
$674.25M
Avg closing price
$79.07
Last action
Trimmed 0.9%
2025Q4
Current —
7
B
BRK.BBERKSHIRE HATHAWAY INC DEL
6.11%
of portfolio
Number of shares
1,125,395 sh
Holdings current value
$565.68M
Avg closing price
$421.00
+11.8%
Last action
Trimmed 3.1%
2025Q4
Current $470.55
8
6
641069406Nestle S A Rep RG SH ADR
5.99%
of portfolio
Number of shares
5,617,162 sh
Holdings current value
$554.86M
Avg closing price
$106.20
Last action
Trimmed 2.8%
2025Q4
Current —
9
N
NFLXNETFLIX INC
Communication Services·Entertainment
5.07%
of portfolio
Number of shares
5,004,765 sh
Holdings current value
$469.25M
Avg closing price
$146.55
-36.7%
Last action
Added 872.9%
2025Q4
Current $92.82
10
M
MLMMARTIN MARIETTA MATLS INC
Basic Materials·Building Materials
4.88%
of portfolio
Number of shares
726,612 sh
Holdings current value
$452.43M
Avg closing price
$613.11
+0.9%
Last action
Added 5.7%
2025Q4
Current $618.89
11
U
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
4.54%
of portfolio
Number of shares
5,145,060 sh
Holdings current value
$420.40M
Avg closing price
$77.16
-3.2%
Last action
Added 9.2%
2025Q4
Current $74.70
12
G
G05320109Ashtead Group PLC
4.51%
of portfolio
Number of shares
6,111,758 sh
Holdings current value
$418.10M
Avg closing price
$68.44
Last action
Added 9.6%
2025Q4
Current —
13
F
F72027109Pernod Ricard
2.37%
of portfolio
Number of shares
2,553,880 sh
Holdings current value
$219.26M
Avg closing price
$159.72
Last action
Trimmed 5.4%
2025Q4
Current —
14
D
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
2.27%
of portfolio
Number of shares
930,467 sh
Holdings current value
$210.73M
Avg closing price
$143.26
+23.5%
Last action
Added 0.4%
2025Q4
Current $177.00
15
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
1.84%
of portfolio
Number of shares
528,817 sh
Holdings current value
$170.40M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 3.0%
2025Q4
Current $311.69
16
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.74%
of portfolio
Number of shares
2,300,197 sh
Holdings current value
$68.75M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 5.9%
2025Q4
Current $31.64
17
B
BF/ABROWN FORMAN CORP
0.47%
of portfolio
Number of shares
1,668,094 sh
Holdings current value
$43.89M
Avg closing price
$52.95
Last action
Trimmed 2.9%
2025Q4
Current —
18
V
VVISA INC
Financial Services·Credit Services
0.41%
of portfolio
Number of shares
108,818 sh
Holdings current value
$38.16M
Avg closing price
$279.08
+10.7%
Last action
Trimmed 11.0%
2025Q4
Current $308.88
19
X
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.25%
of portfolio
Number of shares
193,033 sh
Holdings current value
$23.23M
Avg closing price
$116.22
+29.5%
Last action
Added 0.7%
2025Q4
Current $150.53
20
B
BF/BBROWN FORMAN CORP
0.20%
of portfolio
Number of shares
708,179 sh
Holdings current value
$18.46M
Avg closing price
$51.62
Last action
Trimmed 7.5%
2025Q4
Current —
21
B
B639CJ108Anheuser-Busch InBev SA
0.18%
of portfolio
Number of shares
265,525 sh
Holdings current value
$17.12M
Avg closing price
$60.98
Last action
Trimmed 5.9%
2025Q4
Current —
22
M
MKLMARKEL CORP
Financial Services·Insurance - Property & Casualty
0.15%
of portfolio
Number of shares
6,279 sh
Holdings current value
$13.50M
Avg closing price
$1521
+26.8%
Last action
Trimmed 18.0%
2025Q4
Current $1930
23
C
CRCRANE COMPANY
Industrials·Specialty Industrial Machinery
0.11%
of portfolio
Number of shares
54,401 sh
Holdings current value
$10.03M
Avg closing price
$135.13
+33.5%
Last action
Trimmed 3.7%
2025Q4
Current $180.42
24
M
MOALTRIA GROUP INC
Consumer Defensive·Tobacco
0.10%
of portfolio
Number of shares
164,772 sh
Holdings current value
$9.50M
Avg closing price
$43.69
+53.7%
Last action
Trimmed 0.6%
2025Q4
Current $67.15
25
U
UNPUNION PAC CORP
Industrials·Railroads
0.06%
of portfolio
Number of shares
24,984 sh
Holdings current value
$5.78M
Avg closing price
$244.89
+10.8%
Last action
Added 0.6%
2025Q4
Current $271.26
26
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.05%
of portfolio
Number of shares
14,916 sh
Holdings current value
$4.67M
Avg closing price
$151.23
+124.1%
Last action
Trimmed 3.7%
2025Q4
Current $338.89
27
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.05%
of portfolio
Number of shares
12,160 sh
Holdings current value
$4.50M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 10.8%
2025Q4
Current $318.55
28
C
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.04%
of portfolio
Number of shares
4,624 sh
Holdings current value
$3.99M
Avg closing price
$732.63
+38.5%
Last action
Trimmed 0.2%
2025Q3
Current $1014
29
D
DOVDOVER CORP
Industrials·Specialty Industrial Machinery
0.04%
of portfolio
Number of shares
19,526 sh
Holdings current value
$3.81M
Avg closing price
$177.19
+28.8%
Last action
Trimmed 0.1%
2025Q4
Current $228.15
30
K
K36628137Carlsberg B A/S
0.03%
of portfolio
Number of shares
23,091 sh
Holdings current value
$3.03M
Avg closing price
$134.34
Last action
Added 91.5%
2025Q4
Current —
31
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
0.03%
of portfolio
Number of shares
12,410 sh
Holdings current value
$2.84M
Avg closing price
$182.10
+10.4%
Last action
Trimmed 0.8%
2024Q4
Current $200.95
32
G
G42089113Diageo PLC
0.03%
of portfolio
Number of shares
129,805 sh
Holdings current value
$2.80M
Avg closing price
$22.53
Last action
New holding
2025Q4
Current —
33
M
MKCMCCORMICK & CO INC
Consumer Defensive·Packaged Foods
0.03%
of portfolio
Number of shares
40,666 sh
Holdings current value
$2.77M
Avg closing price
$76.81
-32.4%
Last action
Trimmed 2.2%
2025Q4
Current $51.89
34
V
VMCVULCAN MATLS CO
Basic Materials·Building Materials
0.02%
of portfolio
Number of shares
7,912 sh
Holdings current value
$2.26M
Avg closing price
$272.92
+7.3%
Last action
Trimmed 20.1%
2025Q4
Current $292.71
35
H
H49983176Lindt & Spruengli AG - Reg
0.02%
of portfolio
Number of shares
15 sh
Holdings current value
$2.20M
Avg closing price
$120795
Last action
Trimmed 6.3%
2025Q2
Current —
36
X
X4550J108Konecranes
0.02%
of portfolio
Number of shares
18,450 sh
Holdings current value
$2.03M
Avg closing price
$63.52
Last action
Trimmed 22.0%
2025Q3
Current —
37
G
G8402N125SSP Group
0.02%
of portfolio
Number of shares
660,000 sh
Holdings current value
$1.83M
Avg closing price
$2.00
Last action
Added 20.4%
2025Q3
Current —
38
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.02%
of portfolio
Number of shares
3,705 sh
Holdings current value
$1.79M
Avg closing price
$424.12
-2.0%
Last action
Added 5.7%
2025Q4
Current $415.75
39
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
0.02%
of portfolio
Number of shares
11,951 sh
Holdings current value
$1.71M
Avg closing price
$160.62
-9.3%
Last action
Added 9.4%
2025Q4
Current $145.71
40
E
E52619108Fluidra
0.02%
of portfolio
Number of shares
59,000 sh
Holdings current value
$1.60M
Avg closing price
$23.85
Last action
Added 11.3%
2025Q4
Current —
41
F
F58149133Loreal SA
0.02%
of portfolio
Number of shares
3,705 sh
Holdings current value
$1.60M
Avg closing price
$473.74
Last action
Trimmed 8.5%
2025Q4
Current —
42
N
N24565108Davide Campari-Milano NV
0.02%
of portfolio
Number of shares
242,103 sh
Holdings current value
$1.57M
Avg closing price
$9.52
Last action
Added 15.1%
2025Q4
Current —
43
T
T3508H102De'Longhi
0.02%
of portfolio
Number of shares
35,250 sh
Holdings current value
$1.51M
Avg closing price
$32.90
Last action
New holding
2025Q1
Current —
44
A
ABTABBOTT LABS
Healthcare·Medical Devices
0.02%
of portfolio
Number of shares
11,510 sh
Holdings current value
$1.44M
Avg closing price
$113.66
-18.6%
Last action
Trimmed 0.9%
2024Q2
Current $92.48
45
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
65,000 sh
Holdings current value
$1.42M
Avg closing price
$19.24
+16.7%
Last action
Added 6.6%
2025Q4
Current $22.46
46
W
W2457W116Electrolux Professional
0.02%
of portfolio
Number of shares
200,000 sh
Holdings current value
$1.41M
Avg closing price
$6.25
Last action
Added 14.0%
2025Q3
Current —
47
P
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
0.02%
of portfolio
Number of shares
9,794 sh
Holdings current value
$1.41M
Avg closing price
$175.01
-11.0%
Last action
Trimmed 10.6%
2025Q4
Current $155.70
48
H
HHYATT HOTELS CORP
Consumer Cyclical·Lodging
0.02%
of portfolio
Number of shares
8,675 sh
Holdings current value
$1.39M
Avg closing price
$122.50
+34.3%
Last action
Trimmed 25.7%
2025Q2
Current $164.46
49
K
K3008M105Demant A/S
0.01%
of portfolio
Number of shares
41,000 sh
Holdings current value
$1.39M
Avg closing price
$33.62
Last action
Added 1.9%
2025Q2
Current —
50
D
D2617N114Fielmann
0.01%
of portfolio
Number of shares
25,700 sh
Holdings current value
$1.31M
Avg closing price
$47.13
Last action
Added 2.8%
2025Q4
Current —
51
W
W41422101H&M
0.01%
of portfolio
Number of shares
64,000 sh
Holdings current value
$1.29M
Avg closing price
$13.13
Last action
Trimmed 27.3%
2025Q2
Current —
52
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.01%
of portfolio
Number of shares
4,674 sh
Holdings current value
$1.27M
Avg closing price
$171.48
+59.5%
Last action
Trimmed 0.5%
2025Q4
Current $273.43
53
K
K03294137ALK Abello A/S
0.01%
of portfolio
Number of shares
35,000 sh
Holdings current value
$1.26M
Avg closing price
$35.95
Last action
New holding
2025Q4
Current —
54
N
N39427211Heineken NV
0.01%
of portfolio
Number of shares
15,131 sh
Holdings current value
$1.24M
Avg closing price
$96.49
Last action
Trimmed 40.5%
2024Q4
Current —
55
E
E8S64T107Puig Brands
0.01%
of portfolio
Number of shares
68,000 sh
Holdings current value
$1.19M
Avg closing price
$17.00
Last action
New holding
2025Q1
Current —
56
X
X4S8SE108Kalmar Oyj B
0.01%
of portfolio
Number of shares
24,000 sh
Holdings current value
$1.14M
Avg closing price
$40.95
Last action
Added 20.0%
2025Q4
Current —
57
W
WMTWALMART INC
Consumer Defensive·Discount Stores
0.01%
of portfolio
Number of shares
10,165 sh
Holdings current value
$1.13M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 0.7%
2025Q2
Current $132.03
58
H
H57312649NESTLE S A
0.01%
of portfolio
Number of shares
11,130 sh
Holdings current value
$1.11M
Avg closing price
$105.92
Last action
Trimmed 0.4%
2025Q4
Current —
59
J
JBTMJOHN BEAN TECHNOLOGIES CORP
Industrials·Specialty Industrial Machinery
0.01%
of portfolio
Number of shares
7,250 sh
Holdings current value
$1.09M
Avg closing price
$122.20
+7.1%
Last action
New holding
2025Q1
Current $130.90
60
B
B5783H102Lotus Bakeries
0.01%
of portfolio
Number of shares
115 sh
Holdings current value
$1.06M
Avg closing price
$8868
Last action
Trimmed 11.5%
2025Q2
Current —
61
Y
YETIYETI HLDGS INC
Consumer Cyclical·Leisure
0.01%
of portfolio
Number of shares
24,000 sh
Holdings current value
$1.06M
Avg closing price
$33.10
+20.6%
Last action
Trimmed 26.2%
2025Q2
Current $39.92
62
F
FULTFULTON FINL CORP PA
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
54,100 sh
Holdings current value
$1.05M
Avg closing price
$15.89
+39.0%
Last action
Trimmed 16.3%
2025Q4
Current $22.08
63
L
LEVILEVI STRAUSS & CO NEW
Consumer Cyclical·Apparel Manufacturing
0.01%
of portfolio
Number of shares
47,725 sh
Holdings current value
$989.8K
Avg closing price
$15.59
+44.3%
Last action
Trimmed 29.5%
2025Q2
Current $22.49
64
H
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
0.01%
of portfolio
Number of shares
6,450 sh
Holdings current value
$957.1K
Avg closing price
$134.27
-9.5%
Last action
Trimmed 23.7%
2025Q3
Current $121.46
65
K
KOCOCA COLA CO
Consumer Defensive·Beverages - Non-Alcoholic
0.01%
of portfolio
Number of shares
13,640 sh
Holdings current value
$953.6K
Avg closing price
$61.18
+24.7%
Last action
Trimmed 3.3%
2025Q1
Current $76.28
66
S
SWZTOTAL RETURN SECURITIES FUNDCEF
0.01%
of portfolio
Number of shares
146,284 sh
Holdings current value
$909.9K
Avg closing price
$7.43
-18.9%
Last action
Trimmed 66.3%
2025Q4
Current $6.03
67
D
D98423102Zalando SE
0.01%
of portfolio
Number of shares
28,000 sh
Holdings current value
$833.3K
Avg closing price
$32.65
Last action
Added 7.7%
2025Q3
Current —
68
P
PNCPNC FINL SVCS GROUP INC
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
3,750 sh
Holdings current value
$782.7K
Avg closing price
$161.60
+39.3%
Last action
Trimmed 5.1%
2025Q3
Current $225.09
69
D
D6349P107Rational AG
0.01%
of portfolio
Number of shares
975 sh
Holdings current value
$757.5K
Avg closing price
$826.35
Last action
New holding
2025Q1
Current —
70
L
LAMRLAMAR ADVERTISING CO NEWREIT
Real Estate·REIT - Specialty
0.01%
of portfolio
Number of shares
5,974 sh
Holdings current value
$756.2K
Avg closing price
$119.41
+11.6%
Last action
Trimmed 0.0%
2024Q3
Current $133.23
71
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
7,964 sh
Holdings current value
$742.3K
Avg closing price
$57.96
+38.9%
Last action
Trimmed 21.5%
2025Q4
Current $80.51
72
O
ORCLORACLE CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
3,475 sh
Holdings current value
$677.3K
Avg closing price
$125.61
+40.3%
Last action
—
Current $176.28
73
F
FBLAFB BANCORP INC
0.01%
of portfolio
Number of shares
50,000 sh
Holdings current value
$642.5K
Avg closing price
$11.92
+17.5%
Last action
Trimmed 9.1%
2025Q3
Current $14.01
74
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.01%
of portfolio
Number of shares
19,835 sh
Holdings current value
$470.1K
Avg closing price
$34.89
-37.6%
Last action
Trimmed 44.3%
2025Q3
Current $21.76
75
Y
Y5342M100LT Group Inc
0.00%
of portfolio
Number of shares
1,775,000 sh
Holdings current value
$445.9K
Avg closing price
$0.18
Last action
—
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
GOOG
13.32% · +7.6%
BRK.A
12.12% · -6.4%
MA
9.77% · -12.0%
Compagnie Financiere Richemont
8.21%
PM
8.13% · +5.5%
Heineken Holding NV
7.28%
BRK.B
6.11% · -6.4%
Nestle S A Rep RG SH ADR
5.99%
NFLX
5.07% · -1.0%
MLM
4.88% · -0.6%
UBER
4.54% · -8.6%
Ashtead Group PLC
4.51%
Pernod Ricard
2.37%
DASH
2.27% · -21.8%
JPM
1.84% · -3.3%
CMCSA
0.74% · +5.9%
BF/A
0.47%
V
0.41% · -11.9%
XOM
0.25% · +25.1%
BF/B
0.20%
Anheuser-Busch InBev SA
0.18%
MKL
0.15% · -10.2%
CR
0.11% · -2.2%
MO
0.10% · +16.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services5 pos$1.78B36.8%
  • Financial Services9 pos$1.13B23.5%
  • Consumer Defensive9 pos$775.4M16.0%
  • Basic Materials2 pos$454.7M9.4%
  • Technology5 pos$424.4M8.8%
  • Consumer Cyclical6 pos$214.7M4.4%
  • Energy2 pos$23.6M0.5%
  • Industrials7 pos$22.3M0.5%
  • Healthcare4 pos$5.9M0.1%
  • Real Estate2 pos$1.1M0.0%
(47.8% unclassified, excluded from %)