Tom Russo's portfolio
In the Q2 2026 13F, filed August 13, 2026, Gardner Russo & Quinn reported 85 US stock positions worth $8.9B. The largest was Alphabet (GOOG) at 12.1% of the portfolio. Added to: Netflix (NFLX) and DoorDash (DASH). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Trimmed
- AlphabetGOOG$1.1B
- Berkshire Hathaway Inc-Cl ABRK/A$1.1B
- Philip Morris InternationalPM$820M
- MastercardMA$782M
- NestleNSRGY$546M
- Berkshire Hathaway Inc-Cl BBRK/B$540M
- Sunbelt RentalsSUNB$441M
- Martin Marietta MaterialsMLM$407M
- Uber TechnologiesUBER$367M
- ComcastCMCSA$54M
Sold out
None this quarter.
Holdings
85 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| AlphabetGOOG | 12.07% | $1.1B | 3,048,077 | Trimmed |
| Berkshire Hathaway Inc-Cl ABRK/A | 12.01% | $1.1B | 1,432 | Trimmed |
| Philip Morris InternationalPM | 9.18% | $820M | 4,530,846 | Trimmed |
| MastercardMA | 8.76% | $782M | 1,522,395 | Trimmed |
| Compagnie Financiere Richemont | 8.67% | $774M | 3,345,346 | Held |
| Heineken Holding Nv | 7.61% | $680M | 8,905,683 | Held |
| NestleNSRGY | 6.12% | $546M | 5,314,898 | Trimmed |
| Berkshire Hathaway Inc-Cl BBRK/B | 6.05% | $540M | 1,079,364 | Trimmed |
| Sunbelt RentalsSUNB | 4.94% | $441M | 5,897,825 | Trimmed |
| NetflixNFLX | 4.57% | $408M | 5,710,088 | Added |
| Martin Marietta MaterialsMLM | 4.56% | $407M | 705,367 | Trimmed |
| Uber TechnologiesUBER | 4.11% | $367M | 5,084,015 | Trimmed |
| Eurofins Scientific | 3.60% | $321M | 4,094,034 | Held |
| DoorDashDASH | 2.45% | $219M | 1,186,104 | Added |
| Pernod Ricard | 1.92% | $172M | 2,351,360 | Held |
| ComcastCMCSA | 0.60% | $54M | 2,193,660 | Trimmed |
| Brown-FormanBF-A | 0.49% | $44M | 1,597,815 | Trimmed |
| VisaV | 0.34% | $30M | 87,256 | Trimmed |
| Exxon MobilXOM | 0.28% | $25M | 181,200 | Trimmed |
| Brown-Forman Corp-Class BBF/B | 0.19% | $17M | 639,282 | Trimmed |
| Anheuser-Busch Inbev Sa | 0.16% | $14M | 171,294 | Held |
| Altria GroupMO | 0.12% | $11M | 148,603 | Trimmed |
| CraneCR | 0.11% | $10M | 43,937 | Trimmed |
| MarkelMKL | 0.09% | $8M | 4,265 | Trimmed |
| JPMorgan Chase & CoJPM | 0.09% | $8M | 24,719 | Trimmed |
| Union PacificUNP | 0.08% | $7M | 25,841 | Trimmed |
| DoverDOV | 0.05% | $4M | 18,851 | Trimmed |
| AlphabetGOOGL | 0.04% | $4M | 11,114 | Trimmed |
| Costco WholesaleCOST | 0.04% | $3M | 3,399 | Trimmed |
| AbbVieABBV | 0.04% | $3M | 12,410 | Held |
| Warby Parker Inc Cl A | 0.03% | $2M | 80,000 | Held |
| Vulcan MaterialsVMC | 0.02% | $2M | 7,263 | Held |
| Levi Strauss & Co Cl A | 0.02% | $2M | 83,725 | Held |
| Alk Abello A/S | 0.02% | $2M | 53,000 | Held |
| McCormick & CompanyMKC | 0.02% | $2M | 37,981 | Trimmed |
| De'Longhi | 0.02% | $2M | 42,700 | Held |
| Lindt & Spruengli Ag - Reg | 0.02% | $2M | 15 | Held |
| Ssp Group | 0.02% | $2M | 700,000 | Held |
| American ExpressAXP | 0.02% | $2M | 5,125 | Trimmed |
| Demant A/S | 0.02% | $2M | 41,000 | Held |
| Loreal Sa | 0.02% | $2M | 3,705 | Held |
| Fielmann | 0.02% | $2M | 33,000 | Held |
| Konecranes | 0.02% | $2M | 52,500 | Held |
| Rational Ag | 0.02% | $2M | 2,200 | Held |
| Fluidra | 0.02% | $2M | 70,000 | Held |
| Lotus Bakeries | 0.02% | $2M | 115 | Held |
| MicrosoftMSFT | 0.01% | $1M | 3,584 | Added |
| AppleAAPL | 0.01% | $1M | 4,601 | Trimmed |
| Carlsberg B A/S | 0.01% | $1M | 10,135 | Held |
| Sunbelt Rentals Holdings Ord | 0.01% | $1M | 18,178 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Tom Russo own?
In the Q2 2026 13F, Gardner Russo & Quinn reported 85 US stock positions worth $8.9B. The largest: Alphabet (GOOG) 12.1%, Berkshire Hathaway Inc-Cl A (BRK/A) 12.0%, Philip Morris International (PM) 9.2%, Mastercard (MA) 8.8%, Compagnie Financiere Richemont 8.7%.
What did Tom Russo buy last quarter?
In Q2 2026: added to Netflix (NFLX); added to DoorDash (DASH); added to Microsoft (MSFT).
What did Tom Russo sell last quarter?
In Q2 2026: cut Alphabet (GOOG); cut Berkshire Hathaway Inc-Cl A (BRK/A); cut Philip Morris International (PM).
When is Tom Russo's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.