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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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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 · 2025Q1
1 / 2
75 of 86
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
14.83%
of portfolio
Number of shares
1,657 sh
Holdings current value
$1.32B
Avg closing price
$634440
+11.3%
Last action
Trimmed 3.1%
2025Q4
Current $706165
2
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
10.55%
of portfolio
Number of shares
1,716,374 sh
Holdings current value
$940.78M
Avg closing price
$481.57
+4.3%
Last action
Trimmed 2.0%
2025Q4
Current $502.38
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
8.94%
of portfolio
Number of shares
5,106,605 sh
Holdings current value
$797.80M
Avg closing price
$152.26
+121.8%
Last action
Trimmed 12.3%
2025Q4
Current $337.75
4
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
8.93%
of portfolio
Number of shares
5,016,631 sh
Holdings current value
$796.29M
Avg closing price
$92.14
+83.6%
Last action
Added 0.7%
2025Q4
Current $169.19
5
H
H25662182Compagnie Financiere Richemont
7.34%
of portfolio
Number of shares
3,788,649 sh
Holdings current value
$654.96M
Avg closing price
$152.68
Last action
Trimmed 2.6%
2025Q4
Current —
6
B
BRK.BBERKSHIRE HATHAWAY INC DEL
7.05%
of portfolio
Number of shares
1,180,608 sh
Holdings current value
$628.77M
Avg closing price
$421.00
+11.8%
Last action
Trimmed 3.0%
2025Q4
Current $470.55
7
6
641069406Nestle S A Rep RG SH ADR
6.97%
of portfolio
Number of shares
6,143,739 sh
Holdings current value
$621.56M
Avg closing price
$106.20
Last action
Trimmed 2.6%
2025Q4
Current —
8
N
N39338194Heineken Holding NV
6.59%
of portfolio
Number of shares
8,139,838 sh
Holdings current value
$588.23M
Avg closing price
$79.07
Last action
Trimmed 1.0%
2025Q4
Current —
9
N
NFLXNETFLIX INC
Communication Services·Entertainment
5.84%
of portfolio
Number of shares
558,412 sh
Holdings current value
$520.74M
Avg closing price
$146.55
-36.7%
Last action
Added
2025Q4
Current $92.82
10
M
MLMMARTIN MARIETTA MATLS INC
Basic Materials·Building Materials
3.83%
of portfolio
Number of shares
714,252 sh
Holdings current value
$341.51M
Avg closing price
$613.11
+0.9%
Last action
Added 5.8%
2025Q4
Current $618.89
11
U
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
3.62%
of portfolio
Number of shares
4,431,675 sh
Holdings current value
$322.89M
Avg closing price
$77.16
-3.2%
Last action
Added 10.9%
2025Q4
Current $74.70
12
G
G05320109Ashtead Group PLC
3.31%
of portfolio
Number of shares
5,514,309 sh
Holdings current value
$295.10M
Avg closing price
$68.44
Last action
Added 10.7%
2025Q4
Current —
13
F
F72027109Pernod Ricard
3.19%
of portfolio
Number of shares
2,882,247 sh
Holdings current value
$284.13M
Avg closing price
$159.72
Last action
Trimmed 4.8%
2025Q4
Current —
14
J
JPMJPMORGAN CHASE & CO
Financial Services·Banks - Diversified
2.87%
of portfolio
Number of shares
1,043,354 sh
Holdings current value
$255.93M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 1.5%
2025Q4
Current $311.69
15
D
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
1.63%
of portfolio
Number of shares
793,665 sh
Holdings current value
$145.06M
Avg closing price
$143.26
+23.5%
Last action
Added 0.5%
2025Q4
Current $177.00
16
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
1.08%
of portfolio
Number of shares
2,616,811 sh
Holdings current value
$96.56M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 5.3%
2025Q4
Current $31.64
17
B
BF/ABROWN FORMAN CORP
0.70%
of portfolio
Number of shares
1,870,922 sh
Holdings current value
$62.62M
Avg closing price
$52.95
Last action
Trimmed 2.6%
2025Q4
Current —
18
V
VVISA INC
Financial Services·Credit Services
0.51%
of portfolio
Number of shares
130,701 sh
Holdings current value
$45.81M
Avg closing price
$279.08
+10.7%
Last action
Trimmed 9.3%
2025Q4
Current $308.88
19
B
BF/BBROWN FORMAN CORP
0.31%
of portfolio
Number of shares
820,796 sh
Holdings current value
$27.86M
Avg closing price
$51.62
Last action
Trimmed 6.6%
2025Q4
Current —
20
X
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.25%
of portfolio
Number of shares
189,469 sh
Holdings current value
$22.53M
Avg closing price
$116.22
+29.5%
Last action
Added 0.7%
2025Q4
Current $150.53
21
B
B639CJ108Anheuser-Busch InBev SA
0.23%
of portfolio
Number of shares
338,650 sh
Holdings current value
$20.82M
Avg closing price
$60.98
Last action
Trimmed 4.7%
2025Q4
Current —
22
M
MKLMARKEL CORP
Financial Services·Insurance - Property & Casualty
0.17%
of portfolio
Number of shares
8,276 sh
Holdings current value
$15.47M
Avg closing price
$1521
+26.8%
Last action
Trimmed 14.2%
2025Q4
Current $1930
23
M
MOALTRIA GROUP INC
Consumer Defensive·Tobacco
0.17%
of portfolio
Number of shares
246,648 sh
Holdings current value
$14.80M
Avg closing price
$43.69
+53.7%
Last action
Trimmed 0.4%
2025Q4
Current $67.15
24
C
CRCRANE COMPANY
Industrials·Specialty Industrial Machinery
0.10%
of portfolio
Number of shares
60,305 sh
Holdings current value
$9.24M
Avg closing price
$135.13
+33.5%
Last action
Trimmed 3.3%
2025Q4
Current $180.42
25
U
UNPUNION PAC CORP
Industrials·Railroads
0.07%
of portfolio
Number of shares
24,588 sh
Holdings current value
$5.81M
Avg closing price
$244.89
+10.8%
Last action
Added 0.6%
2025Q4
Current $271.26
26
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.05%
of portfolio
Number of shares
62,901 sh
Holdings current value
$4.52M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 3.4%
2025Q4
Current $80.51
27
C
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.05%
of portfolio
Number of shares
4,637 sh
Holdings current value
$4.39M
Avg closing price
$732.63
+38.5%
Last action
Trimmed 0.2%
2025Q3
Current $1014
28
V
VMCVULCAN MATLS CO
Basic Materials·Building Materials
0.05%
of portfolio
Number of shares
18,737 sh
Holdings current value
$4.37M
Avg closing price
$272.92
+7.3%
Last action
Trimmed 9.6%
2025Q4
Current $292.71
29
D
DOVDOVER CORP
Industrials·Specialty Industrial Machinery
0.04%
of portfolio
Number of shares
21,951 sh
Holdings current value
$3.86M
Avg closing price
$177.19
+28.8%
Last action
Trimmed 0.1%
2025Q4
Current $228.15
30
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.04%
of portfolio
Number of shares
13,658 sh
Holdings current value
$3.67M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 9.7%
2025Q4
Current $318.55
31
M
MKCMCCORMICK & CO INC
Consumer Defensive·Packaged Foods
0.04%
of portfolio
Number of shares
42,626 sh
Holdings current value
$3.51M
Avg closing price
$76.81
-32.4%
Last action
Trimmed 2.1%
2025Q4
Current $51.89
32
S
SWZTOTAL RETURN SECURITIES FUNDCEF
0.03%
of portfolio
Number of shares
293,403 sh
Holdings current value
$2.71M
Avg closing price
$7.43
-18.9%
Last action
Trimmed 49.5%
2025Q4
Current $6.03
33
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
0.03%
of portfolio
Number of shares
12,410 sh
Holdings current value
$2.60M
Avg closing price
$182.10
+10.4%
Last action
Trimmed 0.8%
2024Q4
Current $200.95
34
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.03%
of portfolio
Number of shares
15,611 sh
Holdings current value
$2.41M
Avg closing price
$151.23
+124.1%
Last action
Trimmed 3.5%
2025Q4
Current $338.89
35
H
H49983176Lindt & Spruengli AG - Reg
0.02%
of portfolio
Number of shares
16 sh
Holdings current value
$2.09M
Avg closing price
$120795
Last action
Trimmed 5.9%
2025Q2
Current —
36
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
0.02%
of portfolio
Number of shares
11,000 sh
Holdings current value
$1.87M
Avg closing price
$160.62
-9.3%
Last action
Added 10.3%
2025Q4
Current $145.71
37
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.02%
of portfolio
Number of shares
4,620 sh
Holdings current value
$1.73M
Avg closing price
$424.12
-2.0%
Last action
Added 4.5%
2025Q4
Current $415.75
38
P
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
0.02%
of portfolio
Number of shares
10,979 sh
Holdings current value
$1.65M
Avg closing price
$175.01
-11.0%
Last action
Trimmed 9.6%
2025Q4
Current $155.70
39
A
ABTABBOTT LABS
Healthcare·Medical Devices
0.02%
of portfolio
Number of shares
11,510 sh
Holdings current value
$1.53M
Avg closing price
$113.66
-18.6%
Last action
Trimmed 0.9%
2024Q2
Current $92.48
40
F
F58149133Loreal SA
0.02%
of portfolio
Number of shares
4,086 sh
Holdings current value
$1.51M
Avg closing price
$473.74
Last action
Trimmed 7.8%
2025Q4
Current —
41
X
X4550J108Konecranes
0.02%
of portfolio
Number of shares
23,650 sh
Holdings current value
$1.50M
Avg closing price
$63.52
Last action
Trimmed 18.0%
2025Q3
Current —
42
H
HHYATT HOTELS CORP
Consumer Cyclical·Lodging
0.02%
of portfolio
Number of shares
11,675 sh
Holdings current value
$1.43M
Avg closing price
$122.50
+34.3%
Last action
Trimmed 20.4%
2025Q2
Current $164.46
43
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.02%
of portfolio
Number of shares
46,081 sh
Holdings current value
$1.43M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 25.5%
2025Q3
Current $21.76
44
N
N24565108Davide Campari-Milano NV
0.02%
of portfolio
Number of shares
235,151 sh
Holdings current value
$1.38M
Avg closing price
$9.52
Last action
Added 15.6%
2025Q4
Current —
45
K
K3008M105Demant A/S
0.02%
of portfolio
Number of shares
40,250 sh
Holdings current value
$1.35M
Avg closing price
$33.62
Last action
Added 1.9%
2025Q2
Current —
46
K
K36628137Carlsberg B A/S
0.01%
of portfolio
Number of shares
10,307 sh
Holdings current value
$1.31M
Avg closing price
$134.34
Last action
Added
2025Q4
Current —
47
H
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
0.01%
of portfolio
Number of shares
9,450 sh
Holdings current value
$1.27M
Avg closing price
$134.27
-9.5%
Last action
Trimmed 17.5%
2025Q3
Current $121.46
48
F
FULTFULTON FINL CORP PA
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
69,700 sh
Holdings current value
$1.26M
Avg closing price
$15.89
+39.0%
Last action
Trimmed 13.1%
2025Q4
Current $22.08
49
N
N39427211Heineken NV
0.01%
of portfolio
Number of shares
15,131 sh
Holdings current value
$1.23M
Avg closing price
$96.49
Last action
Trimmed 40.5%
2024Q4
Current —
50
E
E52619108Fluidra
0.01%
of portfolio
Number of shares
50,500 sh
Holdings current value
$1.18M
Avg closing price
$23.85
Last action
Added 13.5%
2025Q4
Current —
51
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.01%
of portfolio
Number of shares
5,249 sh
Holdings current value
$1.17M
Avg closing price
$171.48
+59.5%
Last action
Trimmed 0.5%
2025Q4
Current $273.43
52
T
T3508H102De'Longhi
0.01%
of portfolio
Number of shares
35,250 sh
Holdings current value
$1.16M
Avg closing price
$32.90
Last action
New holding
2025Q1
Current —
53
E
E8S64T107Puig Brands
0.01%
of portfolio
Number of shares
68,000 sh
Holdings current value
$1.16M
Avg closing price
$17.00
Last action
New holding
2025Q1
Current —
54
W
W41422101H&M
0.01%
of portfolio
Number of shares
88,000 sh
Holdings current value
$1.16M
Avg closing price
$13.13
Last action
Trimmed 21.4%
2025Q2
Current —
55
B
B5783H102Lotus Bakeries
0.01%
of portfolio
Number of shares
130 sh
Holdings current value
$1.15M
Avg closing price
$8868
Last action
Trimmed 10.3%
2025Q2
Current —
56
H
H57312649NESTLE S A
0.01%
of portfolio
Number of shares
11,285 sh
Holdings current value
$1.14M
Avg closing price
$105.92
Last action
Trimmed 0.4%
2025Q4
Current —
57
W
W2457W116Electrolux Professional
0.01%
of portfolio
Number of shares
175,500 sh
Holdings current value
$1.09M
Avg closing price
$6.25
Last action
Added 16.2%
2025Q3
Current —
58
Y
YETIYETI HLDGS INC
Consumer Cyclical·Leisure
0.01%
of portfolio
Number of shares
32,500 sh
Holdings current value
$1.08M
Avg closing price
$33.10
+20.6%
Last action
Trimmed 20.7%
2025Q2
Current $39.92
59
G
G8402N125SSP Group
0.01%
of portfolio
Number of shares
548,000 sh
Holdings current value
$1.06M
Avg closing price
$2.00
Last action
Added 25.7%
2025Q3
Current —
60
L
LEVILEVI STRAUSS & CO NEW
Consumer Cyclical·Apparel Manufacturing
0.01%
of portfolio
Number of shares
67,725 sh
Holdings current value
$1.06M
Avg closing price
$15.59
+44.3%
Last action
Trimmed 22.8%
2025Q2
Current $22.49
61
G
GNRCGENERAC HLDGS INC
Industrials·Specialty Industrial Machinery
0.01%
of portfolio
Number of shares
8,250 sh
Holdings current value
$1.04M
Avg closing price
$126.65
+72.4%
Last action
Trimmed 29.2%
2025Q3
Current $218.38
62
D
D2617N114Fielmann
0.01%
of portfolio
Number of shares
22,300 sh
Holdings current value
$1.01M
Avg closing price
$47.13
Last action
Added 3.2%
2025Q4
Current —
63
K
KOCOCA COLA CO
Consumer Defensive·Beverages - Non-Alcoholic
0.01%
of portfolio
Number of shares
13,640 sh
Holdings current value
$976.9K
Avg closing price
$61.18
+24.7%
Last action
Trimmed 3.3%
2025Q1
Current $76.28
64
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.01%
of portfolio
Number of shares
51,650 sh
Holdings current value
$941.6K
Avg closing price
$19.24
+16.7%
Last action
Added 8.4%
2025Q4
Current $22.46
65
R
RLRALPH LAUREN CORP
Consumer Cyclical·Apparel Manufacturing
0.01%
of portfolio
Number of shares
4,100 sh
Holdings current value
$905.0K
Avg closing price
$220.74
+68.1%
Last action
Exited
2025Q3
Current $371.14
66
W
WMTWALMART INC
Consumer Defensive·Discount Stores
0.01%
of portfolio
Number of shares
10,240 sh
Holdings current value
$899.0K
Avg closing price
$60.17
+119.4%
Last action
Trimmed 0.7%
2025Q2
Current $132.03
67
J
JBTMJOHN BEAN TECHNOLOGIES CORP
Industrials·Specialty Industrial Machinery
0.01%
of portfolio
Number of shares
7,250 sh
Holdings current value
$886.0K
Avg closing price
$122.20
+7.1%
Last action
New holding
2025Q1
Current $130.90
68
P
PNCPNC FINL SVCS GROUP INC
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
4,950 sh
Holdings current value
$870.1K
Avg closing price
$161.60
+39.3%
Last action
Trimmed 3.9%
2025Q3
Current $225.09
69
D
D6349P107Rational AG
0.01%
of portfolio
Number of shares
975 sh
Holdings current value
$805.7K
Avg closing price
$826.35
Last action
New holding
2025Q1
Current —
70
F
FBLAFB BANCORP INC
0.01%
of portfolio
Number of shares
70,000 sh
Holdings current value
$788.2K
Avg closing price
$11.92
+17.5%
Last action
Trimmed 6.7%
2025Q3
Current $14.01
71
C
CVXCHEVRON CORP NEW
Energy·Oil & Gas Integrated
0.01%
of portfolio
Number of shares
4,217 sh
Holdings current value
$705.4K
Avg closing price
$157.68
+19.0%
Last action
Trimmed 26.8%
2025Q2
Current $187.60
72
L
LAMRLAMAR ADVERTISING CO NEWREIT
Real Estate·REIT - Specialty
0.01%
of portfolio
Number of shares
5,974 sh
Holdings current value
$679.7K
Avg closing price
$119.41
+11.6%
Last action
Trimmed 0.0%
2024Q3
Current $133.23
73
O
ORCLORACLE CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
3,475 sh
Holdings current value
$485.8K
Avg closing price
$125.61
+40.3%
Last action
—
Current $176.28
74
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
0.00%
of portfolio
Number of shares
9,692 sh
Holdings current value
$398.8K
Avg closing price
$39.08
+31.5%
Last action
Exited
2025Q4
Current $51.40
75
Y
Y5342M100LT Group Inc
0.00%
of portfolio
Number of shares
1,775,000 sh
Holdings current value
$377.8K
Avg closing price
$0.18
Last action
—
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
14.83% · -11.6%
MA
10.55% · -8.3%
GOOG
8.94% · +116.2%
PM
8.93% · +6.6%
Compagnie Financiere Richemont
7.34%
BRK.B
7.05% · -11.6%
Nestle S A Rep RG SH ADR
6.97%
Heineken Holding NV
6.59%
NFLX
5.84% · -90.0%
MLM
3.83% · +29.4%
UBER
3.62% · +2.5%
Ashtead Group PLC
3.31%
Pernod Ricard
3.19%
JPM
2.87% · +27.1%
DASH
1.63% · -3.2%
CMCSA
1.08% · -14.3%
BF/A
0.70%
V
0.51% · -11.9%
BF/B
0.31%
XOM
0.25% · +26.6%
Anheuser-Busch InBev SA
0.23%
MKL
0.17% · +3.2%
MO
0.17% · +11.9%
CR
0.10% · +17.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services5 pos$1.42B32.3%
  • Financial Services10 pos$1.27B28.9%
  • Consumer Defensive10 pos$826.1M18.8%
  • Basic Materials2 pos$345.9M7.9%
  • Technology4 pos$326.3M7.4%
  • Consumer Cyclical6 pos$149.7M3.4%
  • Energy3 pos$23.5M0.5%
  • Industrials6 pos$22.1M0.5%
  • Healthcare4 pos$5.3M0.1%
  • Real Estate2 pos$965K0.0%
(50.8% unclassified, excluded from %)