Gardner Russo & Gardner Inc. is an investment firm popular with wealthy clients for its conservative, long-term approach to investing.
Tom Russo, a notable investor, manages a diverse portfolio with significant holdings in major corporations. Leading his investments is Berkshire Hathaway Inc., an esteemed conglomerate helmed by Warren Buffett, which represents 14.3% of Russo's portfolio. Following close behind is Alphabet Inc, the parent company of Google known for its dominant presence in the tech industry and online advertising market, accounting for 11.1% of his investment portfolio.
Russo also places a strong bet on Mastercard Incorporated, occupying 10.5% of his holdings. This choice underscores his confidence in the continued growth of digital transactions and global electronic payment systems. Additionally, Nestle SA, through its ADRs, forms 7.6% of the portfolio, illustrating Russo’s inclination towards consumer staples with enduring brand value.
Completing the top five is Compagnie Financiere Richemont SA at 7.2%, reflecting an interest in luxury goods, which often maintain resilience during various economic cycles. Through these stocks, Tom Russo showcases a strategy focused on established companies with proven track records and potential for long-term value creation, aimed at investors seeking to mirror such an investment approach.
Q4 2023
Sold 2.6% shares
Sold 2.6% in Q4 2023
Q4 2023
Sold 4.6% shares
Sold 4.6% in Q4 2023
Q4 2023
Sold 3.4% shares
Sold 3.4% in Q4 2023
Q4 2023
Sold 2.4% shares
Sold 2.4% in Q4 2023
Q4 2023
Sold 1.2% shares
Sold 1.2% in Q4 2023
Q4 2023
Sold 3.1% shares
Sold 3.1% in Q4 2023
Q4 2023
Sold 3.0% shares
Sold 3.0% in Q4 2023
Q4 2023
Sold 0.8% shares
Sold 0.8% in Q4 2023
Q4 2023
Sold 1.9% shares
Sold 1.9% in Q4 2023
Q4 2023
Sold 2.6% shares
Sold 2.6% in Q4 2023
Q4 2023
Sold 0.4% shares
Sold 0.4% in Q4 2023
Q4 2023
Sold 3.6% shares
Sold 3.6% in Q4 2023
Q4 2023
Sold 1.2% shares
Sold 1.2% in Q4 2023
Q4 2023
New holding
New holding in Q4 2023
Q4 2023
Sold 6.6% shares
Sold 6.6% in Q4 2023
Q4 2023
Sold 3.7% shares
Sold 3.7% in Q4 2023
Q4 2023
Sold 2.6% shares
Sold 2.6% in Q4 2023
Q4 2023
Sold 2.4% shares
Sold 2.4% in Q4 2023
Q4 2023
Sold 1.9% shares
Sold 1.9% in Q4 2023
Q4 2023
Sold 5.5% shares
Sold 5.5% in Q4 2023
Q4 2023
Increased shares by 0.6%
Added 0.6% in Q4 2023
Q4 2023
Sold 0.1% shares
Sold 0.1% in Q4 2023
Q4 2023
Sold 5.8% shares
Sold 5.8% in Q4 2023
Q4 2023
Sold 8.3% shares
Sold 8.3% in Q4 2023
Q4 2023
Sold 2.7% shares
Sold 2.7% in Q4 2023
Q4 2023
Sold 4.2% shares
Sold 4.2% in Q4 2023
Q4 2023
Sold 35.1% shares
Sold 35.1% in Q4 2023
Q4 2023
Sold 0.0% shares
Sold 0.0% in Q4 2023
Q4 2023
Increased shares by 5.2%
Added 5.2% in Q4 2023
Q4 2023
Sold 2.0% shares
Sold 2.0% in Q4 2023
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