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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)
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  • Performance8Q
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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 · 2024Q4
68 positions
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
14.39%
of portfolio
Number of shares
1,869 sh
Holdings current value
$1.27B
Avg closing price
$634440
+11.3%
Last action
Trimmed 2.8%
2025Q4
Current $706165
2
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
12.13%
of portfolio
Number of shares
5,635,935 sh
Holdings current value
$1.07B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 11.3%
2025Q4
Current $337.75
3
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
11.22%
of portfolio
Number of shares
1,884,664 sh
Holdings current value
$992.41M
Avg closing price
$481.57
+4.3%
Last action
Trimmed 1.8%
2025Q4
Current $502.38
4
H
H25662182Compagnie Financiere Richemont
7.26%
of portfolio
Number of shares
4,221,542 sh
Holdings current value
$642.37M
Avg closing price
$152.68
Last action
Trimmed 2.4%
2025Q4
Current —
5
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
7.06%
of portfolio
Number of shares
5,190,200 sh
Holdings current value
$624.64M
Avg closing price
$92.14
+83.6%
Last action
Added 0.7%
2025Q4
Current $169.19
6
B
BRK.BBERKSHIRE HATHAWAY INC DEL
6.59%
of portfolio
Number of shares
1,286,921 sh
Holdings current value
$583.34M
Avg closing price
$421.00
+11.8%
Last action
Trimmed 2.7%
2025Q4
Current $470.55
7
N
NFLXNETFLIX INC
Communication Services·Entertainment
6.38%
of portfolio
Number of shares
632,773 sh
Holdings current value
$564.00M
Avg closing price
$146.55
-36.7%
Last action
Added
2025Q4
Current $92.82
8
6
641069406Nestle S A Rep RG SH ADR
5.84%
of portfolio
Number of shares
6,327,409 sh
Holdings current value
$516.95M
Avg closing price
$106.20
Last action
Trimmed 2.5%
2025Q4
Current —
9
N
N39338194Heineken Holding NV
5.32%
of portfolio
Number of shares
7,860,162 sh
Holdings current value
$470.85M
Avg closing price
$79.07
Last action
Trimmed 1.1%
2025Q4
Current —
10
M
MLMMARTIN MARIETTA MATLS INC
Basic Materials·Building Materials
4.13%
of portfolio
Number of shares
707,010 sh
Holdings current value
$365.17M
Avg closing price
$613.11
+0.9%
Last action
Added 5.9%
2025Q4
Current $618.89
11
F
F72027109Pernod Ricard
3.88%
of portfolio
Number of shares
3,038,334 sh
Holdings current value
$342.94M
Avg closing price
$159.72
Last action
Trimmed 4.6%
2025Q4
Current —
12
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
3.42%
of portfolio
Number of shares
1,261,709 sh
Holdings current value
$302.44M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 1.3%
2025Q4
Current $311.69
13
G
G05320109Ashtead Group PLC
3.32%
of portfolio
Number of shares
4,717,666 sh
Holdings current value
$293.35M
Avg closing price
$68.44
Last action
Added 12.8%
2025Q4
Current —
14
U
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
2.83%
of portfolio
Number of shares
4,150,867 sh
Holdings current value
$250.38M
Avg closing price
$77.16
-3.2%
Last action
Added 11.7%
2025Q4
Current $74.70
15
D
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
1.27%
of portfolio
Number of shares
670,131 sh
Holdings current value
$112.41M
Avg closing price
$143.26
+23.5%
Last action
Added 0.6%
2025Q4
Current $177.00
16
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
1.18%
of portfolio
Number of shares
2,784,048 sh
Holdings current value
$104.49M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 5.0%
2025Q4
Current $31.64
17
B
BF/ABROWN FORMAN CORP
0.86%
of portfolio
Number of shares
2,014,920 sh
Holdings current value
$75.94M
Avg closing price
$52.95
Last action
Trimmed 2.4%
2025Q4
Current —
18
V
VVISA INC
Financial Services·Credit Services
0.73%
of portfolio
Number of shares
204,696 sh
Holdings current value
$64.69M
Avg closing price
$279.08
+10.7%
Last action
Trimmed 6.2%
2025Q4
Current $308.88
19
B
BF/BBROWN FORMAN CORP
0.36%
of portfolio
Number of shares
840,396 sh
Holdings current value
$31.92M
Avg closing price
$51.62
Last action
Trimmed 6.4%
2025Q4
Current —
20
X
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.23%
of portfolio
Number of shares
188,953 sh
Holdings current value
$20.33M
Avg closing price
$116.22
+29.5%
Last action
Added 0.7%
2025Q4
Current $150.53
21
B
B639CJ108Anheuser-Busch InBev SA
0.21%
of portfolio
Number of shares
378,075 sh
Holdings current value
$18.89M
Avg closing price
$60.98
Last action
Trimmed 4.2%
2025Q4
Current —
22
M
MKLMARKEL CORP
Financial Services·Insurance - Property & Casualty
0.17%
of portfolio
Number of shares
8,621 sh
Holdings current value
$14.88M
Avg closing price
$1521
+26.8%
Last action
Trimmed 13.7%
2025Q4
Current $1930
23
M
MOALTRIA GROUP INC
Consumer Defensive·Tobacco
0.16%
of portfolio
Number of shares
269,826 sh
Holdings current value
$14.11M
Avg closing price
$43.69
+53.7%
Last action
Trimmed 0.3%
2025Q4
Current $67.15
24
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.15%
of portfolio
Number of shares
193,556 sh
Holdings current value
$13.60M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 1.1%
2025Q4
Current $80.51
25
C
CRCRANE COMPANY
Industrials·Specialty Industrial Machinery
0.10%
of portfolio
Number of shares
60,730 sh
Holdings current value
$9.22M
Avg closing price
$135.13
+33.5%
Last action
Trimmed 3.3%
2025Q4
Current $180.42
26
U
UNPUNION PAC CORP
Industrials·Railroads
0.06%
of portfolio
Number of shares
24,536 sh
Holdings current value
$5.60M
Avg closing price
$244.89
+10.8%
Last action
Added 0.6%
2025Q4
Current $271.26
27
V
VMCVULCAN MATLS CO
Basic Materials·Building Materials
0.06%
of portfolio
Number of shares
21,176 sh
Holdings current value
$5.45M
Avg closing price
$272.92
+7.3%
Last action
Trimmed 8.6%
2025Q4
Current $292.71
28
C
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.06%
of portfolio
Number of shares
5,397 sh
Holdings current value
$4.95M
Avg closing price
$732.63
+38.5%
Last action
Trimmed 0.2%
2025Q3
Current $1014
29
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.05%
of portfolio
Number of shares
14,816 sh
Holdings current value
$4.40M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 9.0%
2025Q4
Current $318.55
30
D
DOVDOVER CORP
Industrials·Specialty Industrial Machinery
0.05%
of portfolio
Number of shares
22,451 sh
Holdings current value
$4.21M
Avg closing price
$177.19
+28.8%
Last action
Trimmed 0.1%
2025Q4
Current $228.15
31
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
0.05%
of portfolio
Number of shares
23,754 sh
Holdings current value
$3.98M
Avg closing price
$160.62
-9.3%
Last action
Added 4.5%
2025Q4
Current $145.71
32
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.04%
of portfolio
Number of shares
20,466 sh
Holdings current value
$3.87M
Avg closing price
$151.23
+124.1%
Last action
Trimmed 2.7%
2025Q4
Current $338.89
33
N
N24565108Davide Campari-Milano NV
0.04%
of portfolio
Number of shares
579,531 sh
Holdings current value
$3.61M
Avg closing price
$9.52
Last action
Added 5.8%
2025Q4
Current —
34
M
MKCMCCORMICK & CO INC
Consumer Defensive·Packaged Foods
0.04%
of portfolio
Number of shares
42,770 sh
Holdings current value
$3.26M
Avg closing price
$76.81
-32.4%
Last action
Trimmed 2.1%
2025Q4
Current $51.89
35
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
0.02%
of portfolio
Number of shares
12,410 sh
Holdings current value
$2.21M
Avg closing price
$182.10
+10.4%
Last action
Trimmed 0.8%
2024Q4
Current $200.95
36
S
SWZTOTAL RETURN SECURITIES FUNDCEF
0.02%
of portfolio
Number of shares
288,801 sh
Holdings current value
$2.16M
Avg closing price
$7.43
-18.9%
Last action
Trimmed 49.9%
2025Q4
Current $6.03
37
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.02%
of portfolio
Number of shares
4,955 sh
Holdings current value
$2.09M
Avg closing price
$424.12
-2.0%
Last action
Added 4.2%
2025Q4
Current $415.75
38
F
F58149133Loreal SA
0.02%
of portfolio
Number of shares
5,711 sh
Holdings current value
$2.02M
Avg closing price
$473.74
Last action
Trimmed 5.7%
2025Q4
Current —
39
H
H49983176Lindt & Spruengli AG - Reg
0.02%
of portfolio
Number of shares
16 sh
Holdings current value
$1.77M
Avg closing price
$120795
Last action
Trimmed 5.9%
2025Q2
Current —
40
P
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
0.02%
of portfolio
Number of shares
11,528 sh
Holdings current value
$1.75M
Avg closing price
$175.01
-11.0%
Last action
Trimmed 9.2%
2025Q4
Current $155.70
41
K
K36628137Carlsberg B A/S
0.02%
of portfolio
Number of shares
18,138 sh
Holdings current value
$1.74M
Avg closing price
$134.34
Last action
Added 155.4%
2025Q4
Current —
42
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.02%
of portfolio
Number of shares
50,345 sh
Holdings current value
$1.58M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 23.8%
2025Q3
Current $21.76
43
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.02%
of portfolio
Number of shares
5,804 sh
Holdings current value
$1.45M
Avg closing price
$171.48
+59.5%
Last action
Trimmed 0.4%
2025Q4
Current $273.43
44
F
FULTFULTON FINL CORP PA
Financial Services·Banks - Regional
0.02%
of portfolio
Number of shares
74,700 sh
Holdings current value
$1.44M
Avg closing price
$15.89
+39.0%
Last action
Trimmed 12.3%
2025Q4
Current $22.08
45
A
ABTABBOTT LABS
Healthcare·Medical Devices
0.01%
of portfolio
Number of shares
11,510 sh
Holdings current value
$1.30M
Avg closing price
$113.66
-18.6%
Last action
Trimmed 0.9%
2024Q2
Current $92.48
46
N
N39427211Heineken NV
0.01%
of portfolio
Number of shares
15,131 sh
Holdings current value
$1.08M
Avg closing price
$96.49
Last action
Trimmed 40.5%
2024Q4
Current —
47
P
PNCPNC FINL SVCS GROUP INC
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
4,950 sh
Holdings current value
$954.6K
Avg closing price
$161.60
+39.3%
Last action
Trimmed 3.9%
2025Q3
Current $225.09
48
W
WMTWALMART INC
Consumer Defensive·Discount Stores
0.01%
of portfolio
Number of shares
10,305 sh
Holdings current value
$931.1K
Avg closing price
$60.17
+119.4%
Last action
Trimmed 0.7%
2025Q2
Current $132.03
49
K
KOCOCA COLA CO
Consumer Defensive·Beverages - Non-Alcoholic
0.01%
of portfolio
Number of shares
14,105 sh
Holdings current value
$878.2K
Avg closing price
$61.18
+24.7%
Last action
Trimmed 3.2%
2025Q1
Current $76.28
50
H
H57312649NESTLE S A
0.01%
of portfolio
Number of shares
10,460 sh
Holdings current value
$864.3K
Avg closing price
$105.92
Last action
Trimmed 0.4%
2025Q4
Current —
51
F
FBLAFB BANCORP INC
0.01%
of portfolio
Number of shares
70,000 sh
Holdings current value
$834.4K
Avg closing price
$11.92
+17.5%
Last action
Trimmed 6.7%
2025Q3
Current $14.01
52
O
OUTOUTFRONT MEDIA INCREIT
Real Estate·REIT - Specialty
0.01%
of portfolio
Number of shares
44,814 sh
Holdings current value
$795.0K
Avg closing price
$17.74
+68.3%
Last action
Trimmed 0.0%
2025Q4
Current $29.86
53
L
LAMRLAMAR ADVERTISING CO NEWREIT
Real Estate·REIT - Specialty
0.01%
of portfolio
Number of shares
5,974 sh
Holdings current value
$727.3K
Avg closing price
$119.41
+11.6%
Last action
Trimmed 0.0%
2024Q3
Current $133.23
54
C
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
0.01%
of portfolio
Number of shares
4,465 sh
Holdings current value
$646.7K
Avg closing price
$157.68
+19.0%
Last action
Trimmed 25.7%
2025Q2
Current $187.60
55
O
ORCLORACLE CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
3,475 sh
Holdings current value
$579.1K
Avg closing price
$125.61
+40.3%
Last action
—
Current $176.28
56
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
0.00%
of portfolio
Number of shares
9,617 sh
Holdings current value
$417.2K
Avg closing price
$39.08
+31.5%
Last action
Exited
2025Q4
Current $51.40
57
D
DISDISNEY WALT CO
Communication Services·Entertainment
0.00%
of portfolio
Number of shares
3,571 sh
Holdings current value
$397.6K
Avg closing price
$122.35
-15.3%
Last action
Trimmed 7.9%
2025Q3
Current $103.65
58
Y
Y5342M100LT Group Inc
0.00%
of portfolio
Number of shares
1,775,000 sh
Holdings current value
$322.2K
Avg closing price
$0.18
Last action
—
Current —
59
F
FMXFOMENTO ECONOMICO MEXICANO SADR
Consumer Defensive·Beverages - Brewers
0.00%
of portfolio
Number of shares
3,466 sh
Holdings current value
$296.3K
Avg closing price
$130.27
-12.8%
Last action
Exited
2025Q4
Current $113.62
60
M
MRKMERCK & CO INC
Healthcare·Drug Manufacturers - General
0.00%
of portfolio
Number of shares
2,926 sh
Holdings current value
$291.1K
Avg closing price
$131.95
-13.1%
Last action
Exited
2025Q2
Current $114.62
61
U
UNMUNUM GROUP
Financial Services·Insurance - Life
0.00%
of portfolio
Number of shares
3,800 sh
Holdings current value
$277.5K
Avg closing price
$53.66
+44.9%
Last action
Trimmed 6.2%
2024Q3
Current $77.76
62
M
MDLZMONDELEZ INTL INC
Consumer Defensive·Confectioners
0.00%
of portfolio
Number of shares
4,400 sh
Holdings current value
$262.8K
Avg closing price
$70.00
-17.6%
Last action
Exited
2025Q1
Current $57.71
63
G
G42089113Diageo PLC
0.00%
of portfolio
Number of shares
8,252 sh
Holdings current value
$262.2K
Avg closing price
$22.53
Last action
New holding
2025Q4
Current —
64
H
HKHHYHeineken Holding NV ADRADR
0.00%
of portfolio
Number of shares
7,266 sh
Holdings current value
$217.6K
Avg closing price
$40.17
Last action
Exited
2025Q2
Current —
65
M
MCDMCDONALDS CORP
Consumer Cyclical·Restaurants
0.00%
of portfolio
Number of shares
705 sh
Holdings current value
$204.4K
Avg closing price
$287.18
+5.3%
Last action
Added 39.6%
2025Q4
Current $302.53
66
Y
Y7121Z146PT HM SAMPOERNA TBK
0.00%
of portfolio
Number of shares
5,000,000 sh
Holdings current value
$197.3K
Avg closing price
$0.05
Last action
—
Current —
67
2
204319107COMPAGNIE FINANCIERE RICHE ADR
0.00%
of portfolio
Number of shares
12,140 sh
Holdings current value
$184.7K
Avg closing price
$15.27
Last action
Exited
2025Q1
Current —
68
T
T19404101Cofide SPA
0.00%
of portfolio
Number of shares
251,250 sh
Holdings current value
$155.8K
Avg closing price
$0.62
Last action
New holding
2024Q4
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
14.39% · +3.7%
GOOG
12.13% · +77.4%
MA
11.22% · -4.6%
Compagnie Financiere Richemont
7.26%
PM
7.06% · +40.6%
BRK.B
6.59% · +3.8%
NFLX
6.38% · -89.6%
Nestle S A Rep RG SH ADR
5.84%
Heineken Holding NV
5.32%
MLM
4.13% · +19.8%
Pernod Ricard
3.88%
JPM
3.42% · +30.0%
Ashtead Group PLC
3.32%
UBER
2.83% · +23.8%
DASH
1.27% · +5.5%
CMCSA
1.18% · -15.7%
BF/A
0.86%
V
0.73% · -2.3%
BF/B
0.36%
XOM
0.23% · +39.9%
Anheuser-Busch InBev SA
0.21%
MKL
0.17% · +11.8%
MO
0.16% · +28.4%
WFC
0.15% · +14.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services5 pos$1.75B38.1%
  • Financial Services10 pos$1.40B30.5%
  • Consumer Defensive11 pos$656.6M14.3%
  • Basic Materials2 pos$370.6M8.1%
  • Technology4 pos$254.5M5.6%
  • Consumer Cyclical2 pos$112.6M2.5%
  • Energy2 pos$21.0M0.5%
  • Industrials3 pos$19.0M0.4%
  • Healthcare3 pos$3.8M0.1%
  • Real Estate2 pos$1.5M0.0%
(48.2% unclassified, excluded from %)