Tom Russo Portfolio 2023
Tom Russo
Gardner Russo & Gardner Holdings Strategy: Value InvestorGardner Russo & Gardner Inc. is an investment firm popular with wealthy clients for its conservative, long-term approach to investing. Tom Russo's investment portfolio showcases a strategic emphasis on enduring value and growth potential, represented by his top five stock selections. Leading the way is Berkshire Hathaway Inc. - Ordinary Shares - Class A, occupying 14.2% of his portfolio, underscoring a preference for diversified conglomerates managed under strong leadership. Following closely, Mastercard Incorporated - Ordinary Shares - Class A represents 10.5% of the portfolio, reflecting confidence in the continuous expansion of digital payments globally. Alphabet Inc - Ordinary Shares - Class C holds a significant spot at 10.2%, indicating an investment belief in leading technology firms driving innovation. Nestle SA - ADR, with 7.7%, reveals a leaning towards stable consumer goods sectors, while Compagnie Financiere Richemont SA also at 7.7%, highlights an interest in luxury goods companies with robust brand equity. Together, these stocks not only form the backbone of Tom Russo's investment strategy but also offer insights into sectors he views as ripe for long-term growth, aligning with global economic trends and consumer behaviors.
Track Russo, It's Free!Performance
1 Year
+17.37%
3 Years
+21.76%
5 Years
+48.35%
10 years
+85.01%
Sectors
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Largest Holdings
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Trades
Berkshire Hathaway Inc. - Ordinary Shares - Class A (BRK.A)- Sector: Offices of Other Holding Companies
- % of Portfolio: 14.1%
- (Buy) $116,365.06 ― +420.4% →$605,560.01 (Now)
Mastercard Incorporated - Ordinary Shares - Class A (MA)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 10.4%
- (Buy) $237.15 ― +97.2% →$467.54 (Now)
Alphabet Inc - Ordinary Shares - Class C (GOOG)- Sector: All Other Telecommunications
- % of Portfolio: 10.1%
- (Buy) $67.33 ― +100.9% →$135.24 (Now)
Compagnie Financiere Richemont SA (CFRHF)- Sector: Other Consumer Specialties
- % of Portfolio: 7.9%
- (Buy) $77.15 ― +113.1% →$164.38 (Now)
Nestle SA - ADR (NSRGY)- Sector: Dry, Condensed, and Evaporated Dairy Product Manufacturing
- % of Portfolio: 7.9%
- (Buy) $68.04 ― +56.2% →$106.27 (Now)
Netflix Inc. (NFLX)- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: 6.6%
- (Buy) $241.99 ― +151.5% →$608.51 (Now)
Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)- Sector: Offices of Other Holding Companies
- % of Portfolio: 6.1%
- (Buy) $448.77 ― -10.3% →$402.39 (Now)
Heineken Holding N.V. (HKHHF)- Sector: Beverages: Alcoholic
- % of Portfolio: 5.9%
- (Buy) $51.56 ― +51.8% →$78.25 (Now)
Martin Marietta Materials, Inc. (MLM)- Sector: Crushed and Broken Limestone Mining and Quarrying
- % of Portfolio: 5.6%
- (Buy) $101.07 ― +505.5% →$611.91 (Now)
Philip Morris International Inc (PM)- Sector: Tobacco Manufacturing
- % of Portfolio: 5.4%
- (Buy) $58.15 ― +57.4% →$91.51 (Now)
Pernod Ricard SA (PDRDF)- Sector: Beverages: Alcoholic
- % of Portfolio: 4.5%
- (Buy) $103.31 ― +59.0% →$164.25 (Now)
JPMorgan Chase & Co. (JPM)- Sector: Commercial Banking
- % of Portfolio: 3.7%
- (Buy) $121.71 ― +54.4% →$187.87 (Now)
Ashtead Group plc (ASHTF)- Sector: Finance/Rental/Leasing
- % of Portfolio: 3.3%
- (Buy) $52.71 ― +24.8% →$65.76 (Now)
Uber Technologies Inc (UBER)- Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
- % of Portfolio: 2.4%
- (Buy) $52.31 ― +51.8% →$79.41 (Now)
Comcast Corp - Ordinary Shares - Class A (CMCSA)- Sector: Satellite Telecommunications
- % of Portfolio: 1.3%
- (Buy) $31.42 ― +32.8% →$41.74 (Now)
Brown-Forman Corp. - Ordinary Shares - Class A (BF.A)- Sector: Wineries
- % of Portfolio: 1.2%
- (Buy) $18.18 ― +205.6% →$55.56 (Now)
Visa Inc - Ordinary Shares - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.9%
- (Buy) $69.41 ― +300.9% →$278.26 (Now)
Brown-Forman Corp. - Ordinary Shares - Class B (BF.B)- Sector: Wineries
- % of Portfolio: 0.5%
- (Buy) $29.35 ― +86.1% →$54.60 (Now)
Wells Fargo & Co. (WFC)- Sector: Commercial Banking
- % of Portfolio: 0.4%
- (Buy) $34.12 ― +67.1% →$57.00 (Now)
Anheuser-Busch InBev SA/NV (BUDFF)- Sector: Beverages: Alcoholic
- % of Portfolio: 0.3%
- (Buy) $106.80 ― -43.4% →$60.47 (Now)
Exxon Mobil Corp. (XOM)- Sector: Petroleum Refineries
- % of Portfolio: 0.2%
- (Buy) $75.34 ― +42.5% →$107.37 (Now)
Markel Group Inc (MKL)- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 0.1%
- (Buy) $360.78 ― +315.8% →$1,500.27 (Now)
Vulcan Materials Co (VMC)- Sector: Other Crushed and Broken Stone Mining and Quarrying
- % of Portfolio: 0.1%
- (Buy) $125.95 ― +115.3% →$271.17 (Now)
Altria Group Inc. (MO)- Sector: Tobacco Manufacturing
- % of Portfolio: 0.1%
- (Buy) $21.60 ― +92.4% →$41.55 (Now)
Crane Co (CR)- Sector: Iron and Steel Forging
- % of Portfolio: 0.1%
- (Buy) $17.93 ― +647.2% →$133.97 (Now)
Davide Campari-Milano N.V. (DVDCF)- Sector: Beverages: Alcoholic
- % of Portfolio: 0.1%
- (Buy) $7.97 ― +28.5% →$10.25 (Now)
Cable One Inc (CABO)- Sector: Cable and Other Subscription Programming
- % of Portfolio: 0.1%
- (Buy) $1,899.77 ― -76.7% →$442.74 (Now)
Procter & Gamble Co. (PG)- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 0.1%
- (Buy) $58.07 ― +176.6% →$160.62 (Now)
Union Pacific Corp. (UNP)- Sector: Line-Haul Railroads
- % of Portfolio: 0.1%
- (Buy) $164.95 ― +51.0% →$249.04 (Now)
Dover Corp. (DOV)- Sector: Oil and Gas Field Machinery and Equipment Manufacturing
- % of Portfolio: 0.0%
- (Buy) $29.66 ― +479.7% →$171.90 (Now)
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Current Price |
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Options
Can't find any put or calls that Tom Russo has in Gardner Holdings
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Metrics
Performance
1 Year
+17.37%
3 Years
+21.76%
5 Years
+48.35%
10 years
+85.01%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $497 Billion
- Dividend Yield 0.56 %
- Beta 0.5605
- P/E Ratio 25.58
- Negative P/E Ratio -0.01
- Profit Margin 25.10%
- PEG 108.5
- Price to Sales Ratio 5.45
- Price to Book Ratio 12.57
- Enterprise Value to EBIT: 26.48
- Enterprise Value to Revenue 6.7
- Total Debt to Enterprise Value 0.14
- Debt to Equity 0.3974
- Quarterly Earnings Growth (YoY) -
- Return on Equity 34.31%
- Return on Assets 12.79%
- Return on Invested Capital 22.06%
Track Russo
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About Tom Russo
Gardner Russo & Gardner Inc. is an investment firm popular with wealthy clients for its conservative, long-term approach to investing. Tom Russo's investment portfolio showcases a strategic emphasis on enduring value and growth potential, represented by his top five stock selections. Leading the way is Berkshire Hathaway Inc. - Ordinary Shares - Class A, occupying 14.2% of his portfolio, underscoring a preference for diversified conglomerates managed under strong leadership. Following closely, Mastercard Incorporated - Ordinary Shares - Class A represents 10.5% of the portfolio, reflecting confidence in the continuous expansion of digital payments globally. Alphabet Inc - Ordinary Shares - Class C holds a significant spot at 10.2%, indicating an investment belief in leading technology firms driving innovation. Nestle SA - ADR, with 7.7%, reveals a leaning towards stable consumer goods sectors, while Compagnie Financiere Richemont SA also at 7.7%, highlights an interest in luxury goods companies with robust brand equity. Together, these stocks not only form the backbone of Tom Russo's investment strategy but also offer insights into sectors he views as ripe for long-term growth, aligning with global economic trends and consumer behaviors.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Russo
Don't miss a trade. Get notified when Tom Russo makes his next trade, It's Free!