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Tom RussovsTorray Investment Partners LLC

Side-by-side current 13F portfolio comparison · 17 shared positions
Whale A
Tom Russo
Gardner Russo & Quinn LLC
AUM
$9.3B
Positions
87
Shared %
22.7%
Whale B
Torray Investment Partners LLC
Torray Investment Partners LLC
AUM
$682M
Positions
88
Shared %
26.1%
Common holdings · 17
Stocks both whales currently hold — sorted by combined value
StockTom weightTorray weightTom valueTorray value
GOOG · Alphabet Inc.13.3%0.3%$1.2B$2M
BRK-B · Berkshire Hathaway Inc. Del6.1%0.2%$566M$1M
JPM · Jpmorgan Chase & Co.1.8%1.7%$170M$11M
CMCSA · Comcast Corp. Cl A0.7%2.3%$69M$16M
V · Visa, Inc.0.4%0.9%$38M$6M
MSFT · Microsoft Corp.0.0%4.2%$2M$29M
CVX · Chevron Corp. New0.0%4.1%$407K$28M
ABBV · Abbvie, Inc.0.0%3.0%$3M$20M
PEP · Pepsico Inc.0.0%3.1%$1M$21M
GOOGL · Alphabet Inc.0.1%2.0%$5M$13M
AMZN · Amazon Com Inc.0.0%2.2%$240K$15M
AAPL · Apple Inc.0.0%1.8%$1M$13M
907818108 · Union Pac Corp.0.1%0.0%$6M$206K
AXP · American Express Co.0.0%0.1%$4M$594K
COST · Costco Wholesale Corp.0.0%0.1%$4M$626K
JNJ · Johnson & Johnson0.0%0.1%$202K$1M
WFC · Wells Fargo Co. New0.0%0.0%$742K$239K
Unique to Tom Russo
Top 10 by value held — not in the other's portfolio
StockWeightValue
BRK-A · Berkshire Hathaway Inc. Del12.1%$1.1B
MA · Mastercard Inc.9.8%$905M
H25662182 · Compagnie Financiere Richemont8.2%$761M
PM · Philip Morris Intl Inc.8.1%$753M
N39338194 · Heineken Holding Nv7.3%$674M
641069406 · Nestle Sa Sponsored Adr6.0%$555M
NFLX · Netflix Inc.5.1%$469M
MLM · Martin Marietta Matls Inc.4.9%$452M
UBER · Uber Technologies Inc.4.5%$420M
G05320109 · Ashtead Group Plc4.5%$418M
Unique to Torray Investment Partners LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
RPRX · Royalty Pharma Plc4.5%$31M
AVGO · Broadcom Inc.4.5%$31M
CEG · Constellation Energy Corp.3.8%$26M
PSX · Phillips 663.8%$26M
HPE · Hewlett Packard Enterprise C3.5%$24M
TXN · Texas Instrs Inc.3.5%$24M
PFE · Pfizer Inc.3.2%$22M
CNA · Cna Finl Corp.3.2%$22M
OKE · Oneok Inc. New3.2%$22M
48251W500 · Kkr Series D Conv 6.252.8%$19M
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★ WatchlistData from SEC EDGAR · whalstreet.com