Smart Money Radar / Whales / Thomas Russo
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Thomas Russo

Gardner Russo & Quinn LLC · Holdings as of Jun 30, 2023, filed by Aug 15, 2023 · US long stock positions only

Global brands

Reported value
$10B
60 positions shown
Copycat since 2016
2.56x
10% per year · low coverage
vs SPY
behind
SPY 3.57x same window
Top position
BRK.A
13% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Thomas Russo 2.56x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance. Only 61% of this book is priceable; read the line loosely.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Jun 2023
BRK.A 13% GOOG 10% NSRGY 10% MA 9%
unlisted 9%
unlisted 7%
unlisted 6%
PM 6% BRK.B 5% NFLX 5% MLM 4%
unlisted 4%
JPM 3%
+68 more 6%
SymbolValue% of bookvs prior quarter
BRK.A $1.3B 13% unchanged
GOOG $995M 10% trimmed
NSRGY $965M 10% trimmed
MA $951M 9% trimmed
unlisted $873M 9% trimmed
unlisted $695M 7% trimmed
unlisted $632M 6% trimmed
PM $616M 6% unchanged
BRK.B $554M 5% unchanged
NFLX $518M 5% added
MLM $449M 4% trimmed
unlisted $371M 4% added
JPM $307M 3% added
BF.A $163M 2% unchanged
CMCSA $150M 1% trimmed
unlisted $146M 1% trimmed
V $79M 1% trimmed
BF.B $65M 1% trimmed
CABO $57M 1% trimmed
unlisted $31M 0% trimmed
WFC $31M 0% trimmed
XOM $19M 0% unchanged
MO $15M 0% unchanged
MKL $14M 0% unchanged
VMC $12M 0% trimmed
unlisted $11M 0% unchanged
CR $6M 0% new
AXP $6M 0% trimmed
PG $6M 0% unchanged
HRL $5M 0% trimmed
unlisted $5M 0% unchanged
unlisted $5M 0% unchanged
UNP $4M 0% unchanged
DOV $4M 0% trimmed
unlisted $4M 0% unchanged
MKC $4M 0% unchanged
COST $3M 0% unchanged
unlisted $3M 0% unchanged
PEP $3M 0% trimmed
GOOGL $3M 0% added
unlisted $2M 0% unchanged
unlisted $2M 0% unchanged
SWZ $2M 0% unchanged
ABBV $2M 0% unchanged
OUT $2M 0% trimmed
AAPL $1M 0% added
FMX $1M 0% trimmed
PNC $1M 0% unchanged
DD $1M 0% unchanged
ABT $1M 0% unchanged
KO $1M 0% unchanged
FULT $1M 0% added
DOW $1M 0% unchanged
CFRUY $1M 0% trimmed
PRNDY $774K 0% trimmed
MSFT $760K 0% added
CVX $743K 0% trimmed
HKHHY $695K 0% unchanged
LAMR $691K 0% trimmed
GHC $668K 0% unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.