Tom Russo · Gardner Russo & Quinn LLC
| Period: | Q4 2024 |
| Portfolio date: | Dec 31, 2024 |
| No. of stocks: | 68 |
| Portfolio value: | $8.8B |
Viewing historical Q4 2024 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| BRK-A · Berkshire Hathaway Inc. Del | 14.39 | New | 1,869 | $680920.00 | $1,272,639,480 | $717387.00 | +5.36% | $685150.00 | $779853.00 |
| GOOGL · Alphabet Inc. | 12.13 | New | 5,635,935 | $190.44 | $1,073,307,461 | $400.71 | +110.41% | $156.16 | $402.00 |
| MA · Mastercard Inc. | 11.22 | New | 1,884,664 | $526.57 | $992,407,733 | $495.48 | -5.90% | $480.50 | $601.77 |
| H25662182 · Compagnie Financiere Richemont | 7.26 | New | 4,221,542 | $152.17 | $642,373,122 | — | — | — | — |
| PM · Philip Morris Intl Inc. | 7.06 | New | 5,190,200 | $120.35 | $624,640,534 | $170.99 | +42.08% | $142.11 | $191.30 |
| BRK-B · Berkshire Hathaway Inc. Del | 6.59 | New | 1,286,921 | $453.28 | $583,335,551 | $475.94 | +5.00% | $455.19 | $520.30 |
| NFLX · Netflix Inc. | 6.38 | New | 632,773 | $891.32 | $564,003,230 | $87.48 | -90.19% | $75.01 | $134.12 |
| 641069406 · Nestle Sa Sponsored Adr | 5.84 | New | 6,327,409 | $81.70 | $516,949,333 | — | — | — | — |
| N39338194 · Heineken Holding Nv | 5.32 | New | 7,860,162 | $59.90 | $470,852,590 | — | — | — | — |
| MLM · Martin Marietta Matls Inc. | 4.13 | New | 707,010 | $516.50 | $365,170,539 | $590.38 | +14.30% | $532.80 | $710.97 |
| F72027109 · Pernod Ricard | 3.88 | New | 3,038,334 | $112.87 | $342,935,239 | — | — | — | — |
| JPM · Jpmorgan Chase & Co. | 3.42 | New | 1,261,709 | $239.71 | $302,444,298 | $302.10 | +26.03% | $256.00 | $337.25 |
| G05320109 · Ashtead Group Plc | 3.32 | New | 4,717,666 | $62.18 | $293,352,303 | — | — | — | — |
| UBER · Uber Technologies Inc. | 2.83 | New | 4,150,867 | $60.32 | $250,380,297 | $75.45 | +25.08% | $68.46 | $101.99 |
| DASH · Doordash Inc. | 1.27 | New | 670,131 | $167.75 | $112,414,475 | $163.93 | -2.28% | $143.30 | $285.50 |
| CMCSA · Comcast Corp. Cl A | 1.18 | New | 2,784,048 | $37.53 | $104,485,322 | $25.39 | -32.33% | $24.13 | $34.36 |
| BF-A · Brown Forman Corp. | 0.86 | New | 2,014,920 | $37.69 | $75,942,342 | $28.36 | -24.75% | $23.01 | $35.96 |
| V · Visa, Inc. | 0.73 | New | 204,696 | $316.04 | $64,692,124 | $318.79 | +0.87% | $293.89 | $375.51 |
| BF-A · Brown Forman Corp. | 0.36 | New | 840,396 | $37.98 | $31,918,236 | $28.36 | -25.33% | $23.01 | $35.96 |
| XOM · Exxon Mobil Corp. | 0.23 | New | 188,953 | $107.57 | $20,325,640 | $144.57 | +34.40% | $101.19 | $176.41 |
| BUD · Anheuser-Busch Inbev Sa | 0.21 | New | 378,075 | $49.96 | $18,889,714 | $79.89 | +59.90% | $56.97 | $82.91 |
| MKL · Markel Group Inc. | 0.17 | New | 8,621 | $1726.23 | $14,881,829 | $1814.64 | +5.12% | $1719.41 | $2207.59 |
| MO · Altria Group Inc. | 0.16 | New | 269,826 | $52.29 | $14,109,198 | $68.12 | +30.27% | $54.70 | $74.56 |
| WFC · Wells Fargo Co. New | 0.15 | New | 193,556 | $70.24 | $13,595,349 | $75.64 | +7.69% | $71.90 | $97.76 |
| CR · Crane Company | 0.10 | New | 60,730 | $151.75 | $9,215,778 | $181.32 | +19.49% | $159.58 | $214.31 |
| 907818108 · Union Pac Corp. | 0.06 | New | 24,536 | $228.04 | $5,595,166 | — | — | — | — |
| VMC · Vulcan Matls Co. | 0.06 | New | 21,176 | $257.23 | $5,447,102 | $283.72 | +10.30% | $252.35 | $331.09 |
| COST · Costco Wholesale Corp. | 0.06 | New | 5,397 | $916.33 | $4,945,436 | $1008.79 | +10.09% | $844.06 | $1067.08 |
| AXP · American Express Co. | 0.05 | New | 14,816 | $296.79 | $4,397,241 | $316.03 | +6.48% | $281.46 | $387.49 |
| DOV · Dover Corp. | 0.05 | New | 22,451 | $187.60 | $4,211,808 | $219.83 | +17.18% | $158.97 | $237.54 |
| PG · Procter And Gamble Co. | 0.05 | New | 23,754 | $167.65 | $3,982,358 | $146.42 | -12.66% | $137.62 | $170.99 |
| GOOGL · Alphabet Inc. | 0.04 | New | 20,466 | $189.30 | $3,874,214 | $400.71 | +111.68% | $156.16 | $402.00 |
| N24565108 · Davide Campari-Milano Nv | 0.04 | New | 579,531 | $6.23 | $3,611,428 | — | — | — | — |
| MKC · Mccormick & Co. Inc. | 0.04 | New | 42,770 | $76.24 | $3,260,785 | $48.32 | -36.62% | $47.30 | $78.16 |
| ABBV · Abbvie, Inc. | 0.02 | New | 12,410 | $177.70 | $2,205,257 | $201.55 | +13.42% | $176.57 | $244.81 |
| 870875101 · Swiss Helvetia Fd Inc. | 0.02 | New | 288,801 | $7.49 | $2,163,119 | — | — | — | — |
| MSFT · Microsoft Corp. | 0.02 | New | 4,955 | $421.50 | $2,088,533 | $415.06 | -1.53% | $356.28 | $555.45 |
| F58149133 · Loreal Sa | 0.02 | New | 5,711 | $353.99 | $2,021,612 | — | — | — | — |
| H49983176 · Lindt & Spruengli Ag - Reg | 0.02 | New | 16 | $110344.81 | $1,765,517 | — | — | — | — |
| PEP · Pepsico Inc. | 0.02 | New | 11,528 | $152.06 | $1,752,987 | $154.62 | +1.68% | $127.60 | $171.48 |
| K36628137 · Carlsberg B A/S | 0.02 | New | 18,138 | $95.81 | $1,737,839 | — | — | — | — |
| HRL · Hormel Foods Corp. | 0.02 | New | 50,345 | $31.37 | $1,579,323 | $20.44 | -34.84% | $20.32 | $31.86 |
| AAPL · Apple Inc. | 0.02 | New | 5,804 | $250.42 | $1,453,438 | $293.26 | +17.11% | $193.46 | $294.76 |
| FULT · Fulton Finl Corp. Pa | 0.02 | New | 74,700 | $19.28 | $1,440,216 | $21.50 | +11.51% | $16.60 | $22.99 |
| ABT · Abbott Labs | 0.01 | New | 11,510 | $113.11 | $1,301,896 | $84.32 | -25.45% | $84.08 | $139.06 |
| N39427211 · Heineken Nv | 0.01 | New | 15,131 | $71.14 | $1,076,402 | — | — | — | — |
| PNC · Pnc Finl Svcs Group Inc. | 0.01 | New | 4,950 | $192.85 | $954,608 | $216.85 | +12.44% | $169.32 | $243.94 |
| WMT · Walmart Inc. | 0.01 | New | 10,305 | $90.35 | $931,057 | $130.43 | +44.36% | $91.89 | $134.69 |
| KO · Coca Cola Co. | 0.01 | New | 14,105 | $62.26 | $878,177 | $78.42 | +25.96% | $65.35 | $82.00 |
| H57312649 · Nestle Sa-Reg | 0.01 | New | 10,460 | $82.63 | $864,270 | — | — | — | — |
| META · Fb Bancorp Inc. | 0.01 | New | 70,000 | $11.92 | $834,400 | $609.63 | +5014.35% | $520.26 | $796.25 |
| OUT · Outfront Media Inc. | 0.01 | New | 44,814 | $17.74 | $794,992 | $33.90 | +91.10% | $15.41 | $34.96 |
| LAMR · Lamar Advertising Co. New | 0.01 | New | 5,974 | $121.74 | $727,275 | $157.93 | +29.73% | $113.05 | $158.69 |
| CVX · Chevron Corp. New | 0.01 | New | 4,465 | $144.83 | $646,654 | $181.62 | +25.40% | $133.77 | $214.71 |
| ORCL · Oracle Corp. | 0.01 | New | 3,475 | $166.64 | $579,074 | $195.95 | +17.59% | $134.57 | $345.72 |
| TFC · Truist Finl Corp. | 0.00 | New | 9,617 | $43.38 | $417,200 | $49.11 | +13.20% | $38.27 | $56.20 |
| DIS · Disney Walt Co. | 0.00 | New | 3,571 | $111.35 | $397,646 | $108.02 | -2.99% | $92.19 | $124.69 |
| Y5342M100 · Lt Group Inc. | 0.00 | New | 1,775,000 | $0.18 | $322,197 | — | — | — | — |
| 344419106 · Fomento Economico Mexicano S | 0.00 | New | 3,466 | $85.49 | $296,308 | — | — | — | — |
| MRK · Merck & Co.Inc. New | 0.00 | New | 2,926 | $99.49 | $291,104 | $111.38 | +11.95% | $73.31 | $125.14 |
| UNM · Unum Group | 0.00 | New | 3,800 | $73.03 | $277,514 | $80.88 | +10.75% | $68.28 | $83.13 |
| MDLZ · Mondelez Intl Inc. | 0.00 | New | 4,400 | $59.73 | $262,812 | $61.55 | +3.04% | $51.20 | $71.15 |
| DEO · Diageo Plc | 0.00 | New | 8,252 | $31.78 | $262,246 | $84.30 | +165.26% | $72.45 | $116.41 |
| 423008101 · Heineken Holding Nv Adr | 0.00 | New | 7,266 | $29.95 | $217,629 | — | — | — | — |
| MCD · Mcdonalds Corp. | 0.00 | New | 705 | $289.89 | $204,372 | $275.75 | -4.88% | $274.83 | $341.75 |
| Y7121Z146 · Hanjaya Mandala Sampoerna | 0.00 | New | 5,000,000 | $0.04 | $197,266 | — | — | — | — |
| 204319107 · Compagnie Financiere Richemont | 0.00 | New | 12,140 | $15.22 | $184,730 | — | — | — | — |
| T19404101 · Cofide Spa | 0.00 | New | 251,250 | $0.62 | $155,841 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
11 sectors represented
Whales with similar holdings to Tom Russo
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