What Tom Russo Bought in Q2 2026
Gardner Russo & Gardner · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$8.93B
Total Value
85
Holdings
1
New Buys
41
Reduced
In Q2 2026, Tom Russo reported 85 long equity positions worth $8.93B in their Gardner Russo & Gardner 13F filing, including 1 new positions (largest: Exxon Mobil Corp at $24.8M) and 11 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc Cl C | 3048077 | $1.08B | 12.07% | -9.0% |
| 2 | BRK.A | Berkshire Hathaway Inc. Class A | 1432 | $1.07B | 12.01% | -1.9% |
| 3 | PM | Philip Morris International In | 4530846 | $819.7M | 9.18% | -1.6% |
| 4 | MA | Mastercard Inc Cl A | 1522395 | $781.9M | 8.76% | -2.1% |
| 5 | CFRHF | Compagnie Financiere Richemont | 3345346 | $773.7M | 8.67% | -3.0% |
| 6 | HKHHF | Heineken Holding NV | 8905683 | $679.6M | 7.61% | -2.2% |
| 7 | NSRGY | Nestle SA Sponsored ADR | 5314898 | $545.8M | 6.11% | -3.0% |
| 8 | BRK.B | Berkshire Hathaway Inc. Class B | 1079364 | $540.1M | 6.05% | -2.8% |
| 9 | SUNB | Sunbelt Rentals Holdings Inc | 5897825 | $441.2M | 4.94% | -2.5% |
| 10 | NFLX | Netflix Inc | 5710088 | $407.7M | 4.57% | +1.8% |
| 11 | MLM | Martin Marietta Materials | 705367 | $406.8M | 4.56% | -1.4% |
| 12 | UBER | Uber Technologies Inc | 5084015 | $366.9M | 4.11% | -1.7% |
| 13 | ERFSF | Eurofins Scientific | 4094034 | $320.9M | 3.60% | +32.2% |
| 14 | DASH | Doordash Inc Cl A | 1186104 | $218.9M | 2.45% | +18.5% |
| 15 | PDRDY | Pernod Ricard | 2351360 | $171.7M | 1.92% | -5.2% |
| 16 | CMCSA | Comcast Corporation | 2193660 | $53.9M | 0.60% | -2.6% |
| 17 | BF-B | Brown-Forman Corp Cl A | 1597815 | $43.7M | 0.49% | -3.0% |
| 18 | V | Visa Inc Cl A | 87256 | $29.9M | 0.34% | -7.0% |
| 19 | 4XOM | Exxon Mobil Corp | 181200 | $24.8M | 0.28% | NEW |
| 20 | BF-B | Brown-Forman Corp Cl B | 639282 | $17.0M | 0.19% | -3.1% |
| 21 | BUDFF | Anheuser-Busch InBev SA | 171294 | $14.2M | 0.16% | -6.9% |
| 22 | MO | Altria Group Inc | 148603 | $10.7M | 0.12% | -9.6% |
| 23 | CR | Crane Company | 43937 | $9.8M | 0.11% | -5.8% |
| 24 | MKL | Markel Corp | 4265 | $8.3M | 0.09% | -13.9% |
| 25 | JPM | J.P. Morgan Chase | 24719 | $8.1M | 0.09% | +-83.4% |
| 26 | UNP | Union Pac Corp | 25841 | $7.0M | 0.08% | -6.5% |
| 27 | DOV | Dover Corp | 18851 | $4.2M | 0.05% | -1.4% |
| 28 | GOOGL | Alphabet Inc Cl A | 11114 | $4.0M | 0.04% | -4.3% |
| 29 | COST | Costco Whsl Corp | 3399 | $3.2M | 0.04% | -26.5% |
| 30 | ABBV | AbbVie Inc | 12410 | $3.1M | 0.03% | — |
| 31 | WRBY | Warby Parker Inc Cl A | 80000 | $2.4M | 0.03% | — |
| 32 | VMC | Vulcan Materials | 7263 | $2.1M | 0.02% | — |
| 33 | LEVI | Levi Strauss & Co Cl A | 83725 | $2.1M | 0.02% | +1.2% |
| 34 | ALKBF | ALK Abello A/S | 53000 | $2.0M | 0.02% | +6.0% |
| 35 | MKC | McCormick Inc | 37981 | $1.9M | 0.02% | -1.6% |
| 36 | DLOHY | De'Longhi | 42700 | $1.8M | 0.02% | +9.5% |
| 37 | LISNY | Lindt & Spruengli AG - Reg | 15 | $1.8M | 0.02% | — |
| 38 | SSPPF | SSP Group | 700000 | $1.7M | 0.02% | — |
| 39 | AXP | American Express | 5125 | $1.7M | 0.02% | -21.0% |
| 40 | DEMNY | Demant A/S | 41000 | $1.7M | 0.02% | — |
| 41 | LRLCY | Loreal SA | 3705 | $1.6M | 0.02% | — |
| 42 | FLMNY | Fielmann | 33000 | $1.6M | 0.02% | — |
| 43 | KNCRY | Konecranes | 52500 | $1.6M | 0.02% | — |
| 44 | RTLLY | Rational AG | 2200 | $1.6M | 0.02% | — |
| 45 | FLUXY | Fluidra | 70000 | $1.6M | 0.02% | — |
| 46 | LTBKY | Lotus Bakeries | 115 | $1.5M | 0.02% | — |
| 47 | MSFT | Microsoft Corp | 3584 | $1.3M | 0.01% | +1.1% |
| 48 | AAPL | Apple Inc | 4601 | $1.3M | 0.01% | -3.2% |
| 49 | CABGY | Carlsberg B A/S | 10135 | $1.3M | 0.01% | 2.7% |
| 50 | CREST6610 | Sunbelt Rentals Holdings ORD | 18178 | $1.3M | 0.01% | — |
| 51 | HKHHY | Heineken NV | 15131 | $1.3M | 0.01% | — |
| 52 | PUIGF | Puig Brands | 68000 | $1.3M | 0.01% | — |
| 53 | PEP | Pepsico Inc | 9115 | $1.2M | 0.01% | -1.0% |
| 54 | DVDCY | Davide Campari-Milano NV | 195048 | $1.2M | 0.01% | -3.4% |
| 55 | KALM | Kalmar Oyj B | 27500 | $1.2M | 0.01% | +1.9% |
| 56 | YETI | Yeti Holdings Inc | 24000 | $1.2M | 0.01% | — |
| 57 | NSRGY | Nestle SA-REG | 11130 | $1.1M | 0.01% | — |
| 58 | HNNMY | H&M | 64000 | $1.1M | 0.01% | — |
| 59 | FULT | Fulton Finl Corp | 44250 | $1.1M | 0.01% | -9.6% |
| 60 | JBTM | JBT Marel Corp | 7250 | $1.1M | 0.01% | — |
| 61 | ABT | Abbott Labs | 11510 | $1.0M | 0.01% | — |
| 62 | ECPRF | Electrolux Professional | 230000 | $1.0M | 0.01% | — |
| 63 | KO | Coca-Cola | 12350 | $1.0M | 0.01% | -5.2% |
| 64 | PG | Procter & Gamble | 6554 | $961K | 0.01% | -29.0% |
| 65 | WMT | Wal Mart Stores Inc | 8465 | $959K | 0.01% | -13.1% |
| 66 | HRI | Herc Holdings Inc | 6450 | $925K | 0.01% | — |
| 67 | LAMR | Lamar Advertising Co-A | 5368 | $837K | 0.01% | — |
| 68 | ZLNDY | Zalando SE | 28000 | $812K | 0.01% | — |
| 69 | FBLA | FB Bancorp Inc | 50000 | $753K | 0.01% | — |
| 70 | WFC | Wells Fargo | 7451 | $616K | 0.01% | +0.0% |
| 71 | SWZ | Total Return Securities Fund | 97667 | $580K | 0.01% | — |
| 72 | HRL | Hormel Foods Corp | 18500 | $459K | 0.01% | -2.6% |
| 73 | OUT | Outfront Media Inc | 13588 | $445K | 0.00% | — |
| 74 | LTGHY | LT Group Inc | 1775000 | $432K | 0.00% | — |
| 75 | CVX | Chevron Corp | 2470 | $409K | 0.00% | — |
| 76 | ORCL | Oracle Corp | 2715 | $398K | 0.00% | -24.6% |
| 77 | UNMA | Unum Group | 3485 | $312K | 0.00% | -8.3% |
| 78 | JNJ | Johnson & Johnson | 1112 | $282K | 0.00% | -14.7% |
| 79 | CAT | Caterpillar Inc | 265 | $282K | 0.00% | -41.1% |
| 80 | MCD | McDonalds Corp | 947 | $256K | 0.00% | — |
| 81 | DIS | Disney Walt Productions | 2492 | $240K | 0.00% | -1.0% |
| 82 | AMZN | Amazon.com Inc | 936 | $223K | 0.00% | +-10.0% |
| 83 | MRK | Merck Inc | 1642 | $211K | 0.00% | -23.3% |
| 84 | COFDY | Cofide SPA | 251250 | $200K | 0.00% | — |
| 85 | HMSPY | Hanjaya Mandala Sampoerna | 5000000 | $187K | 0.00% | — |