Smart Money Radar / Whales / Thomas Russo
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Thomas Russo

Gardner Russo & Quinn LLC · Holdings as of Jun 30, 2025, filed by Aug 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
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 2025
BRK.A 13% MA 10% GOOG 10% PM 9% NFLX 8%
unlisted 7%
unlisted 7%
NSRGY 6% BRK.B 6% UBER 5% MLM 4%
unlisted 4%
unlisted 3%
DASH 3% JPM 2%
+70 more 4%
SymbolValue% of bookvs prior quarter
BRK.A $1.2B 13% unchanged
MA $946M 10% unchanged
GOOG $903M 10% unchanged
PM $888M 9% trimmed
NFLX $726M 8% trimmed
unlisted $700M 7% unchanged
unlisted $626M 7% added
NSRGY $597M 6% trimmed
BRK.B $561M 6% trimmed
UBER $457M 5% added
MLM $391M 4% unchanged
unlisted $372M 4% added
unlisted $280M 3% trimmed
DASH $238M 3% added
JPM $166M 2% trimmed
CMCSA $91M 1% trimmed
BF.A $50M 1% trimmed
V $45M 0% trimmed
BF.B $21M 0% trimmed
XOM $21M 0% unchanged
unlisted $20M 0% trimmed
MKL $16M 0% unchanged
CR $11M 0% unchanged
MO $11M 0% trimmed
UNP $6M 0% unchanged
COST $5M 0% unchanged
AXP $4M 0% unchanged
DOV $4M 0% unchanged
MKC $3M 0% unchanged
GOOGL $3M 0% unchanged
SWZ $3M 0% added
VMC $3M 0% trimmed
unlisted $2M 0% trimmed
ABBV $2M 0% unchanged
MSFT $2M 0% trimmed
unlisted $2M 0% unchanged
WFC $2M 0% trimmed
PG $2M 0% unchanged
unlisted $2M 0% unchanged
unlisted $2M 0% unchanged
unlisted $2M 0% added
unlisted $2M 0% unchanged
ABT $2M 0% unchanged
unlisted $2M 0% added
PEP $1M 0% unchanged
unlisted $1M 0% unchanged
unlisted $1M 0% added
unlisted $1M 0% unchanged
unlisted $1M 0% unchanged
WRBY $1M 0% added
unlisted $1M 0% unchanged
FULT $1M 0% trimmed
H $1M 0% trimmed
unlisted $1M 0% unchanged
RL $1M 0% unchanged
unlisted $1M 0% unchanged
HRI $1M 0% trimmed
unlisted $1M 0% trimmed
HRL $1M 0% trimmed
AAPL $1M 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.