Smart Money Radar / Whales / Thomas Russo
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Thomas Russo

Gardner Russo & Quinn LLC · Holdings as of Dec 31, 2024, filed by Feb 15, 2025 · US long stock positions only

Global brands

Reported value
$9B
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
14% 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 · Dec 2024
BRK.A 14% GOOG 12% MA 11%
unlisted 7%
PM 7% BRK.B 7% NFLX 6% NSRGY 6%
unlisted 5%
MLM 4%
unlisted 4%
JPM 3%
unlisted 3%
UBER 3%
+53 more 5%
SymbolValue% of bookvs prior quarter
BRK.A $1.3B 14% trimmed
GOOG $1.1B 12% trimmed
MA $992M 11% trimmed
unlisted $642M 7% trimmed
PM $625M 7% trimmed
BRK.B $583M 7% trimmed
NFLX $564M 6% trimmed
NSRGY $517M 6% trimmed
unlisted $471M 5% trimmed
MLM $365M 4% trimmed
unlisted $343M 4% trimmed
JPM $302M 3% trimmed
unlisted $293M 3% trimmed
UBER $250M 3% added
DASH $112M 1% trimmed
CMCSA $104M 1% trimmed
BF.A $76M 1% trimmed
V $65M 1% trimmed
BF.B $32M 0% trimmed
XOM $20M 0% unchanged
unlisted $19M 0% trimmed
MKL $15M 0% trimmed
MO $14M 0% trimmed
WFC $14M 0% trimmed
CR $9M 0% trimmed
UNP $6M 0% unchanged
VMC $5M 0% trimmed
COST $5M 0% unchanged
AXP $4M 0% trimmed
DOV $4M 0% trimmed
PG $4M 0% trimmed
GOOGL $4M 0% unchanged
unlisted $4M 0% trimmed
MKC $3M 0% unchanged
ABBV $2M 0% unchanged
SWZ $2M 0% unchanged
MSFT $2M 0% unchanged
unlisted $2M 0% unchanged
unlisted $2M 0% trimmed
PEP $2M 0% trimmed
unlisted $2M 0% trimmed
HRL $2M 0% trimmed
AAPL $1M 0% trimmed
FULT $1M 0% trimmed
ABT $1M 0% unchanged
unlisted $1M 0% trimmed
PNC $955K 0% trimmed
WMT $931K 0% unchanged
KO $878K 0% trimmed
unlisted $864K 0% trimmed
FBLA $834K 0% new
OUT $795K 0% new
LAMR $727K 0% unchanged
CVX $647K 0% unchanged
ORCL $579K 0% unchanged
TFC $417K 0% unchanged
DIS $398K 0% trimmed
unlisted $322K 0% unchanged
FMX $296K 0% trimmed
MRK $291K 0% trimmed
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.