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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 · 2025Q2
1 / 2
75 of 85
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
12.58%
of portfolio
Number of shares
1,624 sh
Holdings current value
$1.18B
Avg closing price
$634440
+11.3%
Last action
Trimmed 3.2%
2025Q4
Current $706165
2
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
10.05%
of portfolio
Number of shares
1,683,051 sh
Holdings current value
$945.77M
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
9.60%
of portfolio
Number of shares
5,090,317 sh
Holdings current value
$902.97M
Avg closing price
$152.26
+121.8%
Last action
Trimmed 12.4%
2025Q4
Current $337.75
4
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
9.43%
of portfolio
Number of shares
4,873,326 sh
Holdings current value
$887.58M
Avg closing price
$92.14
+83.6%
Last action
Added 0.7%
2025Q4
Current $169.19
5
N
NFLXNETFLIX INC
Communication Services·Entertainment
7.72%
of portfolio
Number of shares
542,334 sh
Holdings current value
$726.26M
Avg closing price
$146.55
-36.7%
Last action
Added
2025Q4
Current $92.82
6
H
H25662182Compagnie Financiere Richemont
7.44%
of portfolio
Number of shares
3,728,315 sh
Holdings current value
$700.00M
Avg closing price
$152.68
Last action
Trimmed 2.7%
2025Q4
Current —
7
N
N39338194Heineken Holding NV
6.65%
of portfolio
Number of shares
8,430,646 sh
Holdings current value
$625.94M
Avg closing price
$79.07
Last action
Trimmed 1.0%
2025Q4
Current —
8
6
641069406Nestle S A Rep RG SH ADR
6.35%
of portfolio
Number of shares
6,014,833 sh
Holdings current value
$597.39M
Avg closing price
$106.20
Last action
Trimmed 2.6%
2025Q4
Current —
9
B
BRK.BBERKSHIRE HATHAWAY INC DEL
5.96%
of portfolio
Number of shares
1,154,566 sh
Holdings current value
$560.85M
Avg closing price
$421.00
+11.8%
Last action
Trimmed 3.0%
2025Q4
Current $470.55
10
U
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
4.86%
of portfolio
Number of shares
4,896,722 sh
Holdings current value
$456.86M
Avg closing price
$77.16
-3.2%
Last action
Added 9.7%
2025Q4
Current $74.70
11
M
MLMMARTIN MARIETTA MATLS INC
Basic Materials·Building Materials
4.16%
of portfolio
Number of shares
712,779 sh
Holdings current value
$391.29M
Avg closing price
$613.11
+0.9%
Last action
Added 5.8%
2025Q4
Current $618.89
12
G
G05320109Ashtead Group PLC
3.95%
of portfolio
Number of shares
5,810,686 sh
Holdings current value
$371.78M
Avg closing price
$68.44
Last action
Added 10.1%
2025Q4
Current —
13
F
F72027109Pernod Ricard
2.98%
of portfolio
Number of shares
2,824,214 sh
Holdings current value
$280.47M
Avg closing price
$159.72
Last action
Trimmed 4.9%
2025Q4
Current —
14
D
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
2.53%
of portfolio
Number of shares
966,760 sh
Holdings current value
$238.32M
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
1.77%
of portfolio
Number of shares
573,700 sh
Holdings current value
$166.32M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 2.7%
2025Q4
Current $311.69
16
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.97%
of portfolio
Number of shares
2,557,966 sh
Holdings current value
$91.29M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 5.4%
2025Q4
Current $31.64
17
B
BF/ABROWN FORMAN CORP
0.53%
of portfolio
Number of shares
1,827,148 sh
Holdings current value
$50.19M
Avg closing price
$52.95
Last action
Trimmed 2.7%
2025Q4
Current —
18
V
VVISA INC
Financial Services·Credit Services
0.48%
of portfolio
Number of shares
126,944 sh
Holdings current value
$45.07M
Avg closing price
$279.08
+10.7%
Last action
Trimmed 9.6%
2025Q4
Current $308.88
19
B
BF/BBROWN FORMAN CORP
0.22%
of portfolio
Number of shares
778,521 sh
Holdings current value
$20.95M
Avg closing price
$51.62
Last action
Trimmed 6.9%
2025Q4
Current —
20
X
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.22%
of portfolio
Number of shares
190,301 sh
Holdings current value
$20.51M
Avg closing price
$116.22
+29.5%
Last action
Added 0.7%
2025Q4
Current $150.53
21
B
B639CJ108Anheuser-Busch InBev SA
0.22%
of portfolio
Number of shares
296,300 sh
Holdings current value
$20.26M
Avg closing price
$60.98
Last action
Trimmed 5.3%
2025Q4
Current —
22
M
MKLMARKEL CORP
Financial Services·Insurance - Property & Casualty
0.17%
of portfolio
Number of shares
8,143 sh
Holdings current value
$16.26M
Avg closing price
$1521
+26.8%
Last action
Trimmed 14.4%
2025Q4
Current $1930
23
C
CRCRANE COMPANY
Industrials·Specialty Industrial Machinery
0.12%
of portfolio
Number of shares
59,355 sh
Holdings current value
$11.27M
Avg closing price
$135.13
+33.5%
Last action
Trimmed 3.4%
2025Q4
Current $180.42
24
M
MOALTRIA GROUP INC
Consumer Defensive·Tobacco
0.12%
of portfolio
Number of shares
191,440 sh
Holdings current value
$11.22M
Avg closing price
$43.69
+53.7%
Last action
Trimmed 0.5%
2025Q4
Current $67.15
25
U
UNPUNION PAC CORP
Industrials·Railroads
0.06%
of portfolio
Number of shares
24,715 sh
Holdings current value
$5.69M
Avg closing price
$244.89
+10.8%
Last action
Added 0.6%
2025Q4
Current $271.26
26
C
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.05%
of portfolio
Number of shares
4,633 sh
Holdings current value
$4.59M
Avg closing price
$732.63
+38.5%
Last action
Trimmed 0.2%
2025Q3
Current $1014
27
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.05%
of portfolio
Number of shares
13,634 sh
Holdings current value
$4.35M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 9.7%
2025Q4
Current $318.55
28
D
DOVDOVER CORP
Industrials·Specialty Industrial Machinery
0.04%
of portfolio
Number of shares
21,551 sh
Holdings current value
$3.95M
Avg closing price
$177.19
+28.8%
Last action
Trimmed 0.1%
2025Q4
Current $228.15
29
M
MKCMCCORMICK & CO INC
Consumer Defensive·Packaged Foods
0.03%
of portfolio
Number of shares
41,976 sh
Holdings current value
$3.18M
Avg closing price
$76.81
-32.4%
Last action
Trimmed 2.2%
2025Q4
Current $51.89
30
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.03%
of portfolio
Number of shares
15,729 sh
Holdings current value
$2.77M
Avg closing price
$151.23
+124.1%
Last action
Trimmed 3.5%
2025Q4
Current $338.89
31
S
SWZTOTAL RETURN SECURITIES FUNDCEF
0.03%
of portfolio
Number of shares
434,237 sh
Holdings current value
$2.75M
Avg closing price
$7.43
-18.9%
Last action
Trimmed 39.9%
2025Q4
Current $6.03
32
V
VMCVULCAN MATLS CO
Basic Materials·Building Materials
0.03%
of portfolio
Number of shares
10,162 sh
Holdings current value
$2.65M
Avg closing price
$272.92
+7.3%
Last action
Trimmed 16.3%
2025Q4
Current $292.71
33
H
H49983176Lindt & Spruengli AG - Reg
0.03%
of portfolio
Number of shares
15 sh
Holdings current value
$2.49M
Avg closing price
$120795
Last action
Trimmed 6.3%
2025Q2
Current —
34
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
0.02%
of portfolio
Number of shares
12,410 sh
Holdings current value
$2.30M
Avg closing price
$182.10
+10.4%
Last action
Trimmed 0.8%
2024Q4
Current $200.95
35
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.02%
of portfolio
Number of shares
4,240 sh
Holdings current value
$2.11M
Avg closing price
$424.12
-2.0%
Last action
Added 5.0%
2025Q4
Current $415.75
36
X
X4550J108Konecranes
0.02%
of portfolio
Number of shares
23,650 sh
Holdings current value
$1.87M
Avg closing price
$63.52
Last action
Trimmed 18.0%
2025Q3
Current —
37
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.02%
of portfolio
Number of shares
22,848 sh
Holdings current value
$1.83M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 8.7%
2025Q4
Current $80.51
38
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
0.02%
of portfolio
Number of shares
10,920 sh
Holdings current value
$1.74M
Avg closing price
$160.62
-9.3%
Last action
Added 10.4%
2025Q4
Current $145.71
39
F
F58149133Loreal SA
0.02%
of portfolio
Number of shares
4,050 sh
Holdings current value
$1.73M
Avg closing price
$473.74
Last action
Trimmed 7.8%
2025Q4
Current —
40
K
K3008M105Demant A/S
0.02%
of portfolio
Number of shares
41,000 sh
Holdings current value
$1.70M
Avg closing price
$33.62
Last action
Added 1.9%
2025Q2
Current —
41
K
K36628137Carlsberg B A/S
0.02%
of portfolio
Number of shares
11,967 sh
Holdings current value
$1.69M
Avg closing price
$134.34
Last action
Added 1185.4%
2025Q4
Current —
42
N
N24565108Davide Campari-Milano NV
0.02%
of portfolio
Number of shares
234,393 sh
Holdings current value
$1.57M
Avg closing price
$9.52
Last action
Added 15.7%
2025Q4
Current —
43
A
ABTABBOTT LABS
Healthcare·Medical Devices
0.02%
of portfolio
Number of shares
11,510 sh
Holdings current value
$1.57M
Avg closing price
$113.66
-18.6%
Last action
Trimmed 0.9%
2024Q2
Current $92.48
44
D
D2617N114Fielmann
0.02%
of portfolio
Number of shares
23,000 sh
Holdings current value
$1.53M
Avg closing price
$47.13
Last action
Added 3.1%
2025Q4
Current —
45
P
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
0.02%
of portfolio
Number of shares
10,960 sh
Holdings current value
$1.45M
Avg closing price
$175.01
-11.0%
Last action
Trimmed 9.6%
2025Q4
Current $155.70
46
E
E8S64T107Puig Brands
0.01%
of portfolio
Number of shares
68,000 sh
Holdings current value
$1.34M
Avg closing price
$17.00
Last action
New holding
2025Q1
Current —
47
E
E52619108Fluidra
0.01%
of portfolio
Number of shares
53,000 sh
Holdings current value
$1.32M
Avg closing price
$23.85
Last action
Added 12.8%
2025Q4
Current —
48
N
N39427211Heineken NV
0.01%
of portfolio
Number of shares
15,131 sh
Holdings current value
$1.31M
Avg closing price
$96.49
Last action
Trimmed 40.5%
2024Q4
Current —
49
G
G8402N125SSP Group
0.01%
of portfolio
Number of shares
548,000 sh
Holdings current value
$1.29M
Avg closing price
$2.00
Last action
Added 25.7%
2025Q3
Current —
50
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.01%
of portfolio
Number of shares
58,000 sh
Holdings current value
$1.27M
Avg closing price
$19.24
+16.7%
Last action
Added 7.4%
2025Q4
Current $22.46
51
W
W2457W116Electrolux Professional
0.01%
of portfolio
Number of shares
175,500 sh
Holdings current value
$1.23M
Avg closing price
$6.25
Last action
Added 16.2%
2025Q3
Current —
52
F
FULTFULTON FINL CORP PA
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
68,200 sh
Holdings current value
$1.23M
Avg closing price
$15.89
+39.0%
Last action
Trimmed 13.3%
2025Q4
Current $22.08
53
H
HHYATT HOTELS CORP
Consumer Cyclical·Lodging
0.01%
of portfolio
Number of shares
8,675 sh
Holdings current value
$1.21M
Avg closing price
$122.50
+34.3%
Last action
Trimmed 25.7%
2025Q2
Current $164.46
54
T
T3508H102De'Longhi
0.01%
of portfolio
Number of shares
35,250 sh
Holdings current value
$1.18M
Avg closing price
$32.90
Last action
New holding
2025Q1
Current —
55
R
RLRALPH LAUREN CORP
Consumer Cyclical·Apparel Manufacturing
0.01%
of portfolio
Number of shares
4,100 sh
Holdings current value
$1.12M
Avg closing price
$220.74
+68.1%
Last action
Exited
2025Q3
Current $371.14
56
H
H57312649NESTLE S A
0.01%
of portfolio
Number of shares
11,285 sh
Holdings current value
$1.12M
Avg closing price
$105.92
Last action
Trimmed 0.4%
2025Q4
Current —
57
H
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
0.01%
of portfolio
Number of shares
8,450 sh
Holdings current value
$1.11M
Avg closing price
$134.27
-9.5%
Last action
Trimmed 19.1%
2025Q3
Current $121.46
58
B
B5783H102Lotus Bakeries
0.01%
of portfolio
Number of shares
115 sh
Holdings current value
$1.10M
Avg closing price
$8868
Last action
Trimmed 11.5%
2025Q2
Current —
59
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.01%
of portfolio
Number of shares
35,581 sh
Holdings current value
$1.08M
Avg closing price
$34.89
-37.6%
Last action
Trimmed 30.7%
2025Q3
Current $21.76
60
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.01%
of portfolio
Number of shares
5,149 sh
Holdings current value
$1.06M
Avg closing price
$171.48
+59.5%
Last action
Trimmed 0.5%
2025Q4
Current $273.43
61
W
WMTWALMART INC
Consumer Defensive·Discount Stores
0.01%
of portfolio
Number of shares
10,165 sh
Holdings current value
$993.9K
Avg closing price
$60.17
+119.4%
Last action
Trimmed 0.7%
2025Q2
Current $132.03
62
K
KOCOCA COLA CO
Consumer Defensive·Beverages - Non-Alcoholic
0.01%
of portfolio
Number of shares
13,640 sh
Holdings current value
$965.0K
Avg closing price
$61.18
+24.7%
Last action
Trimmed 3.3%
2025Q1
Current $76.28
63
G
G27035107Deliveroo PLC
0.01%
of portfolio
Number of shares
390,000 sh
Holdings current value
$940.1K
Avg closing price
$2.41
Last action
Exited
2025Q4
Current —
64
W
W41422101H&M
0.01%
of portfolio
Number of shares
64,000 sh
Holdings current value
$892.5K
Avg closing price
$13.13
Last action
Trimmed 27.3%
2025Q2
Current —
65
L
LEVILEVI STRAUSS & CO NEW
Consumer Cyclical·Apparel Manufacturing
0.01%
of portfolio
Number of shares
47,725 sh
Holdings current value
$882.4K
Avg closing price
$15.59
+44.3%
Last action
Trimmed 29.5%
2025Q2
Current $22.49
66
J
JBTMJOHN BEAN TECHNOLOGIES CORP
Industrials·Specialty Industrial Machinery
0.01%
of portfolio
Number of shares
7,250 sh
Holdings current value
$871.9K
Avg closing price
$122.20
+7.1%
Last action
New holding
2025Q1
Current $130.90
67
D
D98423102Zalando SE
0.01%
of portfolio
Number of shares
26,000 sh
Holdings current value
$853.0K
Avg closing price
$32.65
Last action
Added 8.3%
2025Q3
Current —
68
D
D6349P107Rational AG
0.01%
of portfolio
Number of shares
975 sh
Holdings current value
$814.9K
Avg closing price
$826.35
Last action
New holding
2025Q1
Current —
69
G
GNRCGENERAC HLDGS INC
Industrials·Specialty Industrial Machinery
0.01%
of portfolio
Number of shares
5,650 sh
Holdings current value
$809.1K
Avg closing price
$126.65
+72.4%
Last action
Trimmed 37.6%
2025Q3
Current $218.38
70
O
ORCLORACLE CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
3,475 sh
Holdings current value
$759.7K
Avg closing price
$125.61
+40.3%
Last action
—
Current $176.28
71
Y
YETIYETI HLDGS INC
Consumer Cyclical·Leisure
0.01%
of portfolio
Number of shares
24,000 sh
Holdings current value
$756.5K
Avg closing price
$33.10
+20.6%
Last action
Trimmed 26.2%
2025Q2
Current $39.92
72
P
PNCPNC FINL SVCS GROUP INC
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
3,950 sh
Holdings current value
$736.4K
Avg closing price
$161.60
+39.3%
Last action
Trimmed 4.8%
2025Q3
Current $225.09
73
L
LAMRLAMAR ADVERTISING CO NEWREIT
Real Estate·REIT - Specialty
0.01%
of portfolio
Number of shares
5,974 sh
Holdings current value
$725.0K
Avg closing price
$119.41
+11.6%
Last action
Trimmed 0.0%
2024Q3
Current $133.23
74
F
FBLAFB BANCORP INC
0.01%
of portfolio
Number of shares
55,000 sh
Holdings current value
$618.8K
Avg closing price
$11.92
+17.5%
Last action
Trimmed 8.3%
2025Q3
Current $14.01
75
Y
Y5342M100LT Group Inc
0.00%
of portfolio
Number of shares
1,775,000 sh
Holdings current value
$405.2K
Avg closing price
$0.18
Last action
—
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
12.58% · -3.1%
MA
10.05% · -10.6%
GOOG
9.60% · +90.4%
PM
9.43% · -7.1%
NFLX
7.72% · -93.1%
Compagnie Financiere Richemont
7.44%
Heineken Holding NV
6.65%
Nestle S A Rep RG SH ADR
6.35%
BRK.B
5.96% · -3.1%
UBER
4.86% · -19.9%
MLM
4.16% · +12.7%
Ashtead Group PLC
3.95%
Pernod Ricard
2.98%
DASH
2.53% · -28.2%
JPM
1.77% · +7.5%
CMCSA
0.97% · -11.3%
BF/A
0.53%
V
0.48% · -13.0%
BF/B
0.22%
XOM
0.22% · +39.6%
Anheuser-Busch InBev SA
0.22%
MKL
0.17% · -3.4%
CR
0.12% · -5.0%
MO
0.12% · +14.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services5 pos$1.72B34.7%
  • Financial Services10 pos$1.18B23.8%
  • Consumer Defensive10 pos$913.1M18.4%
  • Technology4 pos$460.8M9.3%
  • Basic Materials2 pos$393.9M7.9%
  • Consumer Cyclical6 pos$242.5M4.9%
  • Industrials6 pos$23.7M0.5%
  • Energy2 pos$20.9M0.4%
  • Healthcare3 pos$5.1M0.1%
  • Real Estate2 pos$981K0.0%
(47.2% unclassified, excluded from %)