Tom Russo · Gardner Russo & Quinn LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 86 |
| Portfolio value: | $8.9B |
Viewing historical Q1 2025 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 | 14.83 | Reduce 11.34% | 1,657 | $798441.60 | $1,323,017,731 | $717387.00 | -10.15% | $685150.00 | $779853.00 |
| MA · Mastercard Inc. | 10.55 | Reduce 8.93% | 1,716,374 | $548.12 | $940,779,026 | $495.48 | -9.60% | $480.50 | $601.77 |
| GOOG · Alphabet Inc. | 8.94 | Reduce 9.39% | 5,106,605 | $156.23 | $797,804,899 | $400.71 | +156.49% | $156.16 | $402.00 |
| PM · Philip Morris Intl Inc. | 8.93 | Reduce 3.34% | 5,016,631 | $158.73 | $796,289,881 | $170.99 | +7.72% | $142.11 | $191.30 |
| H25662182 · Compagnie Financiere Richemont | 7.34 | Reduce 10.25% | 3,788,649 | $172.87 | $654,957,744 | — | — | — | — |
| BRK-B · Berkshire Hathaway Inc. Del | 7.05 | Reduce 8.26% | 1,180,608 | $532.58 | $628,768,209 | $475.94 | -10.64% | $455.19 | $520.30 |
| 641069406 · Nestle Sa Sponsored Adr | 6.97 | Reduce 2.90% | 6,143,739 | $101.17 | $621,562,097 | — | — | — | — |
| N39338194 · Heineken Holding Nv | 6.59 | Add 3.56% | 8,139,838 | $72.27 | $588,228,486 | — | — | — | — |
| NFLX · Netflix Inc. | 5.84 | Reduce 11.75% | 558,412 | $932.53 | $520,735,942 | $87.48 | -90.62% | $75.01 | $134.12 |
| MLM · Martin Marietta Matls Inc. | 3.83 | Add 1.02% | 714,252 | $478.13 | $341,505,138 | $590.38 | +23.48% | $532.80 | $710.97 |
| UBER · Uber Technologies Inc. | 3.62 | Add 6.77% | 4,431,675 | $72.86 | $322,891,841 | $75.45 | +3.55% | $68.46 | $101.99 |
| G05320109 · Ashtead Group Plc | 3.31 | Add 16.89% | 5,514,309 | $53.51 | $295,095,461 | — | — | — | — |
| F72027109 · Pernod Ricard | 3.19 | Reduce 5.14% | 2,882,247 | $98.58 | $284,129,177 | — | — | — | — |
| JPM · Jpmorgan Chase & Co. | 2.87 | Reduce 17.31% | 1,043,354 | $245.30 | $255,934,794 | $302.10 | +23.16% | $256.00 | $337.25 |
| DASH · Doordash Inc. | 1.63 | Add 18.43% | 793,665 | $182.77 | $145,058,152 | $163.93 | -10.31% | $143.30 | $285.50 |
| CMCSA · Comcast Corp. Cl A | 1.08 | Reduce 6.01% | 2,616,811 | $36.90 | $96,560,333 | $25.39 | -31.18% | $24.13 | $34.36 |
| BF-A · Brown Forman Corp. | 0.70 | Reduce 7.15% | 1,870,922 | $33.47 | $62,619,772 | $28.36 | -15.27% | $23.01 | $35.96 |
| V · Visa, Inc. | 0.51 | Reduce 36.15% | 130,701 | $350.46 | $45,805,472 | $318.79 | -9.04% | $293.89 | $375.51 |
| BF-A · Brown Forman Corp. | 0.31 | Reduce 2.33% | 820,796 | $33.94 | $27,857,831 | $28.36 | -16.44% | $23.01 | $35.96 |
| XOM · Exxon Mobil Corp. | 0.25 | Add 0.27% | 189,469 | $118.93 | $22,533,582 | $144.57 | +21.56% | $101.19 | $176.41 |
| BUD · Anheuser-Busch Inbev Sa | 0.23 | Reduce 10.43% | 338,650 | $61.48 | $20,821,890 | $79.89 | +29.93% | $56.97 | $82.91 |
| MKL · Markel Group Inc. | 0.17 | Reduce 4.00% | 8,276 | $1869.61 | $15,472,892 | $1814.64 | -2.94% | $1719.41 | $2207.59 |
| MO · Altria Group Inc. | 0.17 | Reduce 8.59% | 246,648 | $60.02 | $14,803,820 | $68.12 | +13.50% | $54.70 | $74.56 |
| CR · Crane Company | 0.10 | Reduce 0.70% | 60,305 | $153.18 | $9,237,520 | $181.32 | +18.37% | $159.58 | $214.31 |
| 907818108 · Union Pac Corp. | 0.07 | Add 0.21% | 24,588 | $236.24 | $5,808,558 | — | — | — | — |
| WFC · Wells Fargo Co. New | 0.05 | Reduce 67.50% | 62,901 | $71.79 | $4,515,657 | $75.64 | +5.36% | $71.90 | $97.76 |
| COST · Costco Wholesale Corp. | 0.05 | Reduce 14.08% | 4,637 | $945.87 | $4,386,010 | $1008.79 | +6.65% | $844.06 | $1067.08 |
| VMC · Vulcan Matls Co. | 0.05 | Reduce 11.52% | 18,737 | $233.30 | $4,371,342 | $283.72 | +21.61% | $252.35 | $331.09 |
| DOV · Dover Corp. | 0.04 | Reduce 2.23% | 21,951 | $175.68 | $3,856,352 | $219.83 | +25.13% | $158.97 | $237.54 |
| AXP · American Express Co. | 0.04 | Reduce 7.82% | 13,658 | $269.05 | $3,674,685 | $316.03 | +17.46% | $281.46 | $387.49 |
| MKC · Mccormick & Co. Inc. | 0.04 | Reduce 0.34% | 42,626 | $82.31 | $3,508,546 | $48.32 | -41.30% | $47.30 | $78.16 |
| 870875101 · Swiss Helvetia Fd Inc. | 0.03 | Add 1.59% | 293,403 | $9.22 | $2,705,177 | — | — | — | — |
| ABBV · Abbvie, Inc. | 0.03 | 12,410 | $209.52 | $2,600,143 | $201.55 | -3.80% | $176.57 | $244.81 | |
| GOOGL · Alphabet Inc. | 0.03 | Reduce 23.72% | 15,611 | $154.64 | $2,414,085 | $400.71 | +159.13% | $156.16 | $402.00 |
| H49983176 · Lindt & Spruengli Ag - Reg | 0.02 | 16 | $130884.44 | $2,094,151 | — | — | — | — | |
| PG · Procter And Gamble Co. | 0.02 | Reduce 53.69% | 11,000 | $170.42 | $1,874,620 | $146.42 | -14.08% | $137.62 | $170.99 |
| MSFT · Microsoft Corp. | 0.02 | Reduce 6.76% | 4,620 | $375.39 | $1,734,302 | $415.06 | +10.57% | $356.28 | $555.45 |
| PEP · Pepsico Inc. | 0.02 | Reduce 4.76% | 10,979 | $149.94 | $1,646,173 | $154.62 | +3.12% | $127.60 | $171.48 |
| ABT · Abbott Labs | 0.02 | 11,510 | $132.65 | $1,526,802 | $84.32 | -36.43% | $84.08 | $139.06 | |
| F58149133 · Loreal Sa | 0.02 | Reduce 28.45% | 4,086 | $370.35 | $1,513,236 | — | — | — | — |
| X4550J108 · Konecranes | 0.02 | New | 23,650 | $63.52 | $1,502,148 | — | — | — | — |
| H · Hyatt Hotels Corp. | 0.02 | New | 11,675 | $122.50 | $1,430,188 | $167.60 | +36.82% | $124.82 | $180.53 |
| HRL · Hormel Foods Corp. | 0.02 | Reduce 8.47% | 46,081 | $30.94 | $1,425,746 | $20.44 | -33.94% | $20.32 | $31.86 |
| N24565108 · Davide Campari-Milano Nv | 0.02 | Reduce 59.42% | 235,151 | $5.85 | $1,375,211 | — | — | — | — |
| K3008M105 · Demant A/S | 0.02 | New | 40,250 | $33.47 | $1,347,358 | — | — | — | — |
| K36628137 · Carlsberg B A/S | 0.01 | Reduce 43.17% | 10,307 | $126.95 | $1,308,465 | — | — | — | — |
| HRI · Herc Holdings Inc. | 0.01 | New | 9,450 | $134.27 | $1,268,852 | $133.60 | -0.50% | $88.45 | $188.35 |
| FULT · Fulton Finl Corp. Pa | 0.01 | Reduce 6.69% | 69,700 | $18.09 | $1,260,873 | $21.50 | +18.84% | $16.60 | $22.99 |
| N39427211 · Heineken Nv | 0.01 | 15,131 | $81.43 | $1,232,049 | — | — | — | — | |
| E52619108 · Fluidra | 0.01 | New | 50,500 | $23.40 | $1,181,555 | — | — | — | — |
| AAPL · Apple Inc. | 0.01 | Reduce 9.56% | 5,249 | $222.13 | $1,165,960 | $293.26 | +32.02% | $193.46 | $294.76 |
| T3508H102 · De'Longhi | 0.01 | New | 35,250 | $32.90 | $1,159,827 | — | — | — | — |
| E8S64T107 · Puig Brands | 0.01 | New | 68,000 | $17.00 | $1,156,160 | — | — | — | — |
| W41422101 · H&M | 0.01 | New | 88,000 | $13.13 | $1,155,071 | — | — | — | — |
| B5783H102 · Lotus Bakeries | 0.01 | New | 130 | $8868.44 | $1,152,897 | — | — | — | — |
| H57312649 · Nestle Sa-Reg | 0.01 | Add 7.89% | 11,285 | $100.98 | $1,139,533 | — | — | — | — |
| W2457W116 · Electrolux Professional | 0.01 | New | 175,500 | $6.22 | $1,091,950 | — | — | — | — |
| YETI · Yeti Holdings Inc. | 0.01 | New | 32,500 | $33.10 | $1,075,750 | $41.53 | +25.47% | $28.98 | $51.29 |
| G8402N125 · Ssp Group | 0.01 | New | 548,000 | $1.93 | $1,060,289 | — | — | — | — |
| LEVI · Levi Strauss & Co. Cl A | 0.01 | New | 67,725 | $15.59 | $1,055,833 | $22.67 | +45.41% | $16.50 | $24.82 |
| GNRC · Generac Hldgs Inc. | 0.01 | New | 8,250 | $126.65 | $1,044,863 | $269.41 | +112.72% | $118.09 | $272.40 |
| D2617N114 · Fielmann | 0.01 | New | 22,300 | $45.21 | $1,008,102 | — | — | — | — |
| KO · Coca Cola Co. | 0.01 | Reduce 3.30% | 13,640 | $71.62 | $976,897 | $78.42 | +9.49% | $65.35 | $82.00 |
| WRBY · Warby Parker Inc. Cl A | 0.01 | New | 51,650 | $18.23 | $941,580 | $29.55 | +62.10% | $14.96 | $31.00 |
| RL · Ralph Lauren Corp. | 0.01 | New | 4,100 | $220.74 | $905,034 | — | — | — | — |
| WMT · Walmart Inc. | 0.01 | Reduce 0.63% | 10,240 | $87.79 | $898,970 | $130.43 | +48.57% | $91.89 | $134.69 |
| JBTM · Jbt Marel Corporation | 0.01 | New | 7,250 | $122.20 | $885,950 | $139.45 | +14.12% | $111.07 | $170.19 |
| PNC · Pnc Finl Svcs Group Inc. | 0.01 | 4,950 | $175.77 | $870,062 | $216.85 | +23.37% | $169.32 | $243.94 | |
| D6349P107 · Rational Ag | 0.01 | New | 975 | $826.35 | $805,694 | — | — | — | — |
| META · Fb Bancorp Inc. | 0.01 | 70,000 | $11.26 | $788,200 | $609.63 | +5314.12% | $520.26 | $796.25 | |
| CVX · Chevron Corp. New | 0.01 | Reduce 5.55% | 4,217 | $167.27 | $705,390 | $181.62 | +8.58% | $133.77 | $214.71 |
| LAMR · Lamar Advertising Co. New | 0.01 | 5,974 | $113.78 | $679,722 | $157.93 | +38.80% | $113.05 | $158.69 | |
| ORCL · Oracle Corp. | 0.01 | 3,475 | $139.81 | $485,840 | $195.95 | +40.15% | $134.57 | $345.72 | |
| TFC · Truist Finl Corp. | 0.00 | Add 0.78% | 9,692 | $41.15 | $398,826 | $49.11 | +19.34% | $38.27 | $56.20 |
| Y5342M100 · Lt Group Inc. | 0.00 | 1,775,000 | $0.21 | $377,798 | — | — | — | — | |
| 344419106 · Fomento Economico Mexicano S | 0.00 | Reduce 1.96% | 3,398 | $97.58 | $331,577 | — | — | — | — |
| UNM · Unum Group | 0.00 | 3,800 | $81.46 | $309,548 | $80.88 | -0.71% | $68.28 | $83.13 | |
| DIS · Disney Walt Co. | 0.00 | Reduce 17.59% | 2,943 | $98.70 | $290,488 | $108.02 | +9.44% | $92.19 | $124.69 |
| OUT · Outfront Media Inc. | 0.00 | Reduce 60.49% | 17,706 | $16.14 | $285,775 | $33.90 | +110.04% | $15.41 | $34.96 |
| MRK · Merck & Co.Inc. New | 0.00 | Reduce 5.57% | 2,763 | $89.76 | $248,013 | $111.38 | +24.08% | $73.31 | $125.14 |
| 423008101 · Heineken Holding Nv Adr | 0.00 | Reduce 13.85% | 6,260 | $36.13 | $226,192 | — | — | — | — |
| MCD · Mcdonalds Corp. | 0.00 | 705 | $312.37 | $220,221 | $275.75 | -11.72% | $274.83 | $341.75 | |
| BP · Bp Plc | 0.00 | New | 6,300 | $33.79 | $212,881 | $43.34 | +28.26% | $28.41 | $48.27 |
| DEO · Diageo Plc | 0.00 | Reduce 2.12% | 8,077 | $26.00 | $210,019 | $84.30 | +224.20% | $72.45 | $116.41 |
| Y7121Z146 · Hanjaya Mandala Sampoerna | 0.00 | 5,000,000 | $0.03 | $166,063 | — | — | — | — | |
| T19404101 · Cofide Spa | 0.00 | 251,250 | $0.59 | $148,999 | — | — | — | — |
* 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.
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