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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  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 · 2025Q3
1 / 2
75 of 85
1
B
BRK.ABERKSHIRE HATHAWAY INC DEL
12.46%
of portfolio
Number of shares
1,541 sh
Holdings current value
$1.16B
Avg closing price
$634440
+11.3%
Last action
Trimmed 3.3%
2025Q4
Current $706165
2
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
12.14%
of portfolio
Number of shares
4,649,923 sh
Holdings current value
$1.13B
Avg closing price
$152.26
+121.8%
Last action
Trimmed 13.4%
2025Q4
Current $337.75
3
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
9.88%
of portfolio
Number of shares
1,620,272 sh
Holdings current value
$921.63M
Avg closing price
$481.57
+4.3%
Last action
Trimmed 2.1%
2025Q4
Current $502.38
4
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
8.11%
of portfolio
Number of shares
4,662,201 sh
Holdings current value
$756.21M
Avg closing price
$92.14
+83.6%
Last action
Added 0.8%
2025Q4
Current $169.19
5
H
H25662182Compagnie Financiere Richemont
7.36%
of portfolio
Number of shares
3,603,992 sh
Holdings current value
$686.69M
Avg closing price
$152.68
Last action
Trimmed 2.7%
2025Q4
Current —
6
N
N39338194Heineken Holding NV
6.83%
of portfolio
Number of shares
9,285,906 sh
Holdings current value
$636.65M
Avg closing price
$79.07
Last action
Trimmed 0.9%
2025Q4
Current —
7
N
NFLXNETFLIX INC
Communication Services·Entertainment
6.61%
of portfolio
Number of shares
514,425 sh
Holdings current value
$616.75M
Avg closing price
$146.55
-36.7%
Last action
Added
2025Q4
Current $92.82
8
B
BRK.BBERKSHIRE HATHAWAY INC DEL
6.26%
of portfolio
Number of shares
1,161,394 sh
Holdings current value
$583.88M
Avg closing price
$421.00
+11.8%
Last action
Trimmed 3.0%
2025Q4
Current $470.55
9
6
641069406Nestle S A Rep RG SH ADR
5.69%
of portfolio
Number of shares
5,778,660 sh
Holdings current value
$530.31M
Avg closing price
$106.20
Last action
Trimmed 2.7%
2025Q4
Current —
10
U
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
4.95%
of portfolio
Number of shares
4,710,841 sh
Holdings current value
$461.52M
Avg closing price
$77.16
-3.2%
Last action
Added 10.2%
2025Q4
Current $74.70
11
M
MLMMARTIN MARIETTA MATLS INC
Basic Materials·Building Materials
4.65%
of portfolio
Number of shares
687,537 sh
Holdings current value
$433.34M
Avg closing price
$613.11
+0.9%
Last action
Added 6.0%
2025Q4
Current $618.89
12
G
G05320109Ashtead Group PLC
4.00%
of portfolio
Number of shares
5,577,080 sh
Holdings current value
$372.78M
Avg closing price
$68.44
Last action
Added 10.6%
2025Q4
Current —
13
F
F72027109Pernod Ricard
2.84%
of portfolio
Number of shares
2,700,641 sh
Holdings current value
$265.09M
Avg closing price
$159.72
Last action
Trimmed 5.2%
2025Q4
Current —
14
D
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
2.70%
of portfolio
Number of shares
926,363 sh
Holdings current value
$251.96M
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
545,030 sh
Holdings current value
$171.92M
Avg closing price
$200.30
+55.6%
Last action
Trimmed 2.9%
2025Q4
Current $311.69
16
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.82%
of portfolio
Number of shares
2,445,711 sh
Holdings current value
$76.84M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 5.6%
2025Q4
Current $31.64
17
B
BF/ABROWN FORMAN CORP
0.50%
of portfolio
Number of shares
1,718,072 sh
Holdings current value
$46.23M
Avg closing price
$52.95
Last action
Trimmed 2.8%
2025Q4
Current —
18
V
VVISA INC
Financial Services·Credit Services
0.45%
of portfolio
Number of shares
122,264 sh
Holdings current value
$41.74M
Avg closing price
$279.08
+10.7%
Last action
Trimmed 9.9%
2025Q4
Current $308.88
19
X
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.23%
of portfolio
Number of shares
191,742 sh
Holdings current value
$21.62M
Avg closing price
$116.22
+29.5%
Last action
Added 0.7%
2025Q4
Current $150.53
20
B
BF/BBROWN FORMAN CORP
0.22%
of portfolio
Number of shares
765,768 sh
Holdings current value
$20.74M
Avg closing price
$51.62
Last action
Trimmed 7.0%
2025Q4
Current —
21
B
B639CJ108Anheuser-Busch InBev SA
0.18%
of portfolio
Number of shares
282,215 sh
Holdings current value
$16.85M
Avg closing price
$60.98
Last action
Trimmed 5.6%
2025Q4
Current —
22
M
MKLMARKEL CORP
Financial Services·Insurance - Property & Casualty
0.16%
of portfolio
Number of shares
7,653 sh
Holdings current value
$14.63M
Avg closing price
$1521
+26.8%
Last action
Trimmed 15.2%
2025Q4
Current $1930
23
M
MOALTRIA GROUP INC
Consumer Defensive·Tobacco
0.12%
of portfolio
Number of shares
165,693 sh
Holdings current value
$10.95M
Avg closing price
$43.69
+53.7%
Last action
Trimmed 0.6%
2025Q4
Current $67.15
24
C
CRCRANE COMPANY
Industrials·Specialty Industrial Machinery
0.11%
of portfolio
Number of shares
56,476 sh
Holdings current value
$10.40M
Avg closing price
$135.13
+33.5%
Last action
Trimmed 3.5%
2025Q4
Current $180.42
25
U
UNPUNION PAC CORP
Industrials·Railroads
0.06%
of portfolio
Number of shares
24,843 sh
Holdings current value
$5.87M
Avg closing price
$244.89
+10.8%
Last action
Added 0.6%
2025Q4
Current $271.26
26
A
AXPAMERICAN EXPRESS CO
Financial Services·Credit Services
0.05%
of portfolio
Number of shares
13,632 sh
Holdings current value
$4.53M
Avg closing price
$227.69
+39.9%
Last action
Trimmed 9.7%
2025Q4
Current $318.55
27
C
COSTCOSTCO WHSL CORP NEW
Consumer Defensive·Discount Stores
0.05%
of portfolio
Number of shares
4,624 sh
Holdings current value
$4.28M
Avg closing price
$732.63
+38.5%
Last action
Trimmed 0.2%
2025Q3
Current $1014
28
G
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.04%
of portfolio
Number of shares
15,486 sh
Holdings current value
$3.76M
Avg closing price
$151.23
+124.1%
Last action
Trimmed 3.6%
2025Q4
Current $338.89
29
D
DOVDOVER CORP
Industrials·Specialty Industrial Machinery
0.03%
of portfolio
Number of shares
19,551 sh
Holdings current value
$3.26M
Avg closing price
$177.19
+28.8%
Last action
Trimmed 0.1%
2025Q4
Current $228.15
30
V
VMCVULCAN MATLS CO
Basic Materials·Building Materials
0.03%
of portfolio
Number of shares
9,897 sh
Holdings current value
$3.04M
Avg closing price
$272.92
+7.3%
Last action
Trimmed 16.7%
2025Q4
Current $292.71
31
A
ABBVABBVIE INC
Healthcare·Drug Manufacturers - General
0.03%
of portfolio
Number of shares
12,410 sh
Holdings current value
$2.87M
Avg closing price
$182.10
+10.4%
Last action
Trimmed 0.8%
2024Q4
Current $200.95
32
M
MKCMCCORMICK & CO INC
Consumer Defensive·Packaged Foods
0.03%
of portfolio
Number of shares
41,591 sh
Holdings current value
$2.78M
Avg closing price
$76.81
-32.4%
Last action
Trimmed 2.2%
2025Q4
Current $51.89
33
S
SWZTOTAL RETURN SECURITIES FUNDCEF
0.03%
of portfolio
Number of shares
434,237 sh
Holdings current value
$2.64M
Avg closing price
$7.43
-18.9%
Last action
Trimmed 39.9%
2025Q4
Current $6.03
34
H
H49983176Lindt & Spruengli AG - Reg
0.02%
of portfolio
Number of shares
15 sh
Holdings current value
$2.25M
Avg closing price
$120795
Last action
Trimmed 6.3%
2025Q2
Current —
35
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.02%
of portfolio
Number of shares
3,505 sh
Holdings current value
$1.82M
Avg closing price
$424.12
-2.0%
Last action
Added 6.1%
2025Q4
Current $415.75
36
F
F58149133Loreal SA
0.02%
of portfolio
Number of shares
4,050 sh
Holdings current value
$1.75M
Avg closing price
$473.74
Last action
Trimmed 7.8%
2025Q4
Current —
37
W
WRBYWARBY PARKER INC
Healthcare·Medical Instruments & Supplies
0.02%
of portfolio
Number of shares
61,000 sh
Holdings current value
$1.68M
Avg closing price
$19.24
+16.7%
Last action
Added 7.0%
2025Q4
Current $22.46
38
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
0.02%
of portfolio
Number of shares
10,920 sh
Holdings current value
$1.68M
Avg closing price
$160.62
-9.3%
Last action
Added 10.4%
2025Q4
Current $145.71
39
A
ABTABBOTT LABS
Healthcare·Medical Devices
0.02%
of portfolio
Number of shares
11,510 sh
Holdings current value
$1.54M
Avg closing price
$113.66
-18.6%
Last action
Trimmed 0.9%
2024Q2
Current $92.48
40
P
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
0.02%
of portfolio
Number of shares
10,960 sh
Holdings current value
$1.54M
Avg closing price
$175.01
-11.0%
Last action
Trimmed 9.6%
2025Q4
Current $155.70
41
G
G8402N125SSP Group
0.02%
of portfolio
Number of shares
660,000 sh
Holdings current value
$1.52M
Avg closing price
$2.00
Last action
Added 20.4%
2025Q3
Current —
42
X
X4550J108Konecranes
0.02%
of portfolio
Number of shares
18,450 sh
Holdings current value
$1.52M
Avg closing price
$63.52
Last action
Trimmed 22.0%
2025Q3
Current —
43
D
D2617N114Fielmann
0.02%
of portfolio
Number of shares
25,000 sh
Holdings current value
$1.51M
Avg closing price
$47.13
Last action
Added 2.9%
2025Q4
Current —
44
E
E52619108Fluidra
0.02%
of portfolio
Number of shares
53,000 sh
Holdings current value
$1.44M
Avg closing price
$23.85
Last action
Added 12.8%
2025Q4
Current —
45
K
K3008M105Demant A/S
0.02%
of portfolio
Number of shares
41,000 sh
Holdings current value
$1.42M
Avg closing price
$33.62
Last action
Added 1.9%
2025Q2
Current —
46
K
K36628137Carlsberg B A/S
0.02%
of portfolio
Number of shares
12,055 sh
Holdings current value
$1.40M
Avg closing price
$134.34
Last action
Added 1083.0%
2025Q4
Current —
47
N
N24565108Davide Campari-Milano NV
0.01%
of portfolio
Number of shares
210,353 sh
Holdings current value
$1.33M
Avg closing price
$9.52
Last action
Added 17.8%
2025Q4
Current —
48
W
W2457W116Electrolux Professional
0.01%
of portfolio
Number of shares
200,000 sh
Holdings current value
$1.29M
Avg closing price
$6.25
Last action
Added 14.0%
2025Q3
Current —
49
T
T3508H102De'Longhi
0.01%
of portfolio
Number of shares
35,250 sh
Holdings current value
$1.27M
Avg closing price
$32.90
Last action
New holding
2025Q1
Current —
50
H
HHYATT HOTELS CORP
Consumer Cyclical·Lodging
0.01%
of portfolio
Number of shares
8,675 sh
Holdings current value
$1.23M
Avg closing price
$122.50
+34.3%
Last action
Trimmed 25.7%
2025Q2
Current $164.46
51
F
FULTFULTON FINL CORP PA
Financial Services·Banks - Regional
0.01%
of portfolio
Number of shares
64,600 sh
Holdings current value
$1.20M
Avg closing price
$15.89
+39.0%
Last action
Trimmed 14.0%
2025Q4
Current $22.08
52
A
AAPLAPPLE INC
Technology·Consumer Electronics
0.01%
of portfolio
Number of shares
4,699 sh
Holdings current value
$1.20M
Avg closing price
$171.48
+59.5%
Last action
Trimmed 0.5%
2025Q4
Current $273.43
53
W
W41422101H&M
0.01%
of portfolio
Number of shares
64,000 sh
Holdings current value
$1.19M
Avg closing price
$13.13
Last action
Trimmed 27.3%
2025Q2
Current —
54
N
N39427211Heineken NV
0.01%
of portfolio
Number of shares
15,131 sh
Holdings current value
$1.18M
Avg closing price
$96.49
Last action
Trimmed 40.5%
2024Q4
Current —
55
L
LEVILEVI STRAUSS & CO NEW
Consumer Cyclical·Apparel Manufacturing
0.01%
of portfolio
Number of shares
47,725 sh
Holdings current value
$1.11M
Avg closing price
$15.59
+44.3%
Last action
Trimmed 29.5%
2025Q2
Current $22.49
56
E
E8S64T107Puig Brands
0.01%
of portfolio
Number of shares
68,000 sh
Holdings current value
$1.09M
Avg closing price
$17.00
Last action
New holding
2025Q1
Current —
57
B
B5783H102Lotus Bakeries
0.01%
of portfolio
Number of shares
115 sh
Holdings current value
$1.08M
Avg closing price
$8868
Last action
Trimmed 11.5%
2025Q2
Current —
58
W
WMTWALMART INC
Consumer Defensive·Discount Stores
0.01%
of portfolio
Number of shares
10,165 sh
Holdings current value
$1.05M
Avg closing price
$60.17
+119.4%
Last action
Trimmed 0.7%
2025Q2
Current $132.03
59
H
H57312649NESTLE S A
0.01%
of portfolio
Number of shares
11,170 sh
Holdings current value
$1.03M
Avg closing price
$105.92
Last action
Trimmed 0.4%
2025Q4
Current —
60
J
JBTMJOHN BEAN TECHNOLOGIES CORP
Industrials·Specialty Industrial Machinery
0.01%
of portfolio
Number of shares
7,250 sh
Holdings current value
$1.02M
Avg closing price
$122.20
+7.1%
Last action
New holding
2025Q1
Current $130.90
61
O
ORCLORACLE CORP
Technology·Software - Infrastructure
0.01%
of portfolio
Number of shares
3,475 sh
Holdings current value
$977.3K
Avg closing price
$125.61
+40.3%
Last action
—
Current $176.28
62
G
G27035107Deliveroo PLC
0.01%
of portfolio
Number of shares
390,000 sh
Holdings current value
$943.5K
Avg closing price
$2.41
Last action
Exited
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
$904.6K
Avg closing price
$61.18
+24.7%
Last action
Trimmed 3.3%
2025Q1
Current $76.28
64
D
D98423102Zalando SE
0.01%
of portfolio
Number of shares
28,000 sh
Holdings current value
$855.7K
Avg closing price
$32.65
Last action
Added 7.7%
2025Q3
Current —
65
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
0.01%
of portfolio
Number of shares
10,149 sh
Holdings current value
$850.7K
Avg closing price
$57.96
+38.9%
Last action
Trimmed 17.7%
2025Q4
Current $80.51
66
Y
YETIYETI HLDGS INC
Consumer Cyclical·Leisure
0.01%
of portfolio
Number of shares
24,000 sh
Holdings current value
$796.3K
Avg closing price
$33.10
+20.6%
Last action
Trimmed 26.2%
2025Q2
Current $39.92
67
X
X4S8SE108Kalmar Oyj B
0.01%
of portfolio
Number of shares
20,000 sh
Holdings current value
$792.4K
Avg closing price
$40.95
Last action
Added 25.0%
2025Q4
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
$753.5K
Avg closing price
$161.60
+39.3%
Last action
Trimmed 5.1%
2025Q3
Current $225.09
69
H
HRIHERC HLDGS INC
Industrials·Rental & Leasing Services
0.01%
of portfolio
Number of shares
6,450 sh
Holdings current value
$752.5K
Avg closing price
$134.27
-9.5%
Last action
Trimmed 23.7%
2025Q3
Current $121.46
70
D
D6349P107Rational AG
0.01%
of portfolio
Number of shares
975 sh
Holdings current value
$743.5K
Avg closing price
$826.35
Last action
New holding
2025Q1
Current —
71
L
LAMRLAMAR ADVERTISING CO NEWREIT
Real Estate·REIT - Specialty
0.01%
of portfolio
Number of shares
5,974 sh
Holdings current value
$731.3K
Avg closing price
$119.41
+11.6%
Last action
Trimmed 0.0%
2024Q3
Current $133.23
72
F
FBLAFB BANCORP INC
0.01%
of portfolio
Number of shares
50,000 sh
Holdings current value
$601.0K
Avg closing price
$11.92
+17.5%
Last action
Trimmed 9.1%
2025Q3
Current $14.01
73
H
HRLHORMEL FOODS CORP
Consumer Defensive·Packaged Foods
0.01%
of portfolio
Number of shares
19,835 sh
Holdings current value
$490.7K
Avg closing price
$34.89
-37.6%
Last action
Trimmed 44.3%
2025Q3
Current $21.76
74
Y
Y5342M100LT Group Inc
0.00%
of portfolio
Number of shares
1,775,000 sh
Holdings current value
$464.8K
Avg closing price
$0.18
Last action
—
Current —
75
T
TFCTRUIST FINL CORP
Financial Services·Banks - Regional
0.00%
of portfolio
Number of shares
9,355 sh
Holdings current value
$427.7K
Avg closing price
$39.08
+31.5%
Last action
Exited
2025Q4
Current $51.40

Portfolio heatmap

Box size = % of portfolio · color = return since filing
BRK.A
12.46% · -6.4%
GOOG
12.14% · +38.7%
MA
9.88% · -11.7%
PM
8.11% · +4.3%
Compagnie Financiere Richemont
7.36%
Heineken Holding NV
6.83%
NFLX
6.61% · -92.3%
BRK.B
6.26% · -6.4%
Nestle S A Rep RG SH ADR
5.69%
UBER
4.95% · -23.8%
MLM
4.65% · -1.8%
Ashtead Group PLC
4.00%
Pernod Ricard
2.84%
DASH
2.70% · -34.9%
JPM
1.84% · -1.2%
CMCSA
0.82% · +0.7%
BF/A
0.50%
V
0.45% · -9.5%
XOM
0.23% · +33.5%
BF/B
0.22%
Anheuser-Busch InBev SA
0.18%
MKL
0.16% · +1.0%
MO
0.12% · +1.7%
CR
0.11% · -2.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Communication Services5 pos$1.83B36.8%
  • Financial Services10 pos$1.16B23.3%
  • Consumer Defensive10 pos$780.2M15.7%
  • Technology4 pos$465.5M9.4%
  • Basic Materials2 pos$436.4M8.8%
  • Consumer Cyclical5 pos$255.3M5.1%
  • Energy2 pos$22.0M0.4%
  • Industrials7 pos$22.0M0.4%
  • Healthcare3 pos$6.1M0.1%
  • Real Estate2 pos$1.0M0.0%
(46.6% unclassified, excluded from %)