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 is anchored by a collection of robust stocks, reflecting his preference for stable companies with the potential for long-term growth. At the forefront of his holdings is Berkshire Hathaway Inc. - Ordinary Shares - Class A, famous for its diverse array of subsidiaries and stake in various industries, under the leadership of Warren Buffett. Alphabet Inc - Ordinary Shares - Class C represents tech-sector exposure, emphasizing innovation, digital advertising revenue from Google, and growth prospects in cloud computing and AI technology.The inclusion of Mastercard Incorporated - Ordinary Shares - Class A showcases Russo's confidence in continued expansion within the digital payment solutions space as global economies increasingly shift towards cashless transactions. Nestle SA - ADR stands out in the FMCG sector with a broad portfolio of trusted brands, highlighting resilient demand and international market dominance.Compagnie Financiere Richemont SA rounds out the top five, signifying an attraction to luxury goods with high-end brands catering to affluent demographics, a niche market that tends to be resilient during economic fluctuations.This snapshot of Tom Russo’s top investments provides insights into strategic stock selection for diversification across sectors such as finance, technology, consumer goods, and luxury items. For potential investors reviewing this summarized allocation strategy, Russo's choices underscore a push towards established entities which possess strong competitive advantages and barriers to entry, ensuring growth continuity amidst varying economic cycles.
Track Russo, It's Free!Performance
1 Year
-17.10%
3 Years
-13.99%
5 Years
+9.58%
10 years
+37.90%
Sectors
Largest Holdings
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Trades
- Berkshire Hathaway Inc. - Ordinary Shares - Class A (BRK.A)
- Sector: Offices of Other Holding Companies
- % of Portfolio: 13.7%
- (Buy) $116,365.06 ― +425.4% →$611,375.00 (Now)
- Alphabet Inc - Ordinary Shares - Class C (GOOG)
- Sector: All Other Telecommunications
- % of Portfolio: 11.9%
- (Buy) $67.33 ― +138.6% →$160.64 (Now)
- Mastercard Incorporated - Ordinary Shares - Class A (MA)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 9.7%
- (Buy) $237.15 ― +86.4% →$442.00 (Now)
- Nestle SA - ADR (NSRGY)
- Sector: Dry, Condensed, and Evaporated Dairy Product Manufacturing
- % of Portfolio: 7.8%
- (Buy) $68.04 ― +50.6% →$102.45 (Now)
- Compagnie Financiere Richemont SA (CFRHF)
- Sector: Other Consumer Specialties
- % of Portfolio: 7.1%
- (Buy) $77.15 ― +89.2% →$145.93 (Now)
- Philip Morris International Inc (PM)
- Sector: Tobacco Manufacturing
- % of Portfolio: 6.6%
- (Buy) $58.15 ― +95.3% →$113.56 (Now)
- Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)
- Sector: Offices of Other Holding Companies
- % of Portfolio: 6.2%
- (Buy) $448.77 ― -9.6% →$405.77 (Now)
- Heineken Holding N.V. (HKHHF)
- Sector: Beverages: Alcoholic
- % of Portfolio: 6.1%
- (Buy) $51.56 ― +43.5% →$73.98 (Now)
- Netflix Inc. (NFLX)
- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: 5.5%
- (Buy) $241.99 ― +147.3% →$598.55 (Now)
- Martin Marietta Materials, Inc. (MLM)
- Sector: Crushed and Broken Limestone Mining and Quarrying
- % of Portfolio: 4.6%
- (Buy) $101.07 ― +446.5% →$552.36 (Now)
- Pernod Ricard SA (PDRDF)
- Sector: Beverages: Alcoholic
- % of Portfolio: 4.3%
- (Buy) $105.26 ― +27.5% →$134.20 (Now)
- Ashtead Group plc (ASHTF)
- Sector: Finance/Rental/Leasing
- % of Portfolio: 3.6%
- (Buy) $52.71 ― +25.5% →$66.15 (Now)
- JPMorgan Chase & Co. (JPM)
- Sector: Commercial Banking
- % of Portfolio: 3.5%
- (Buy) $121.71 ― +60.1% →$194.90 (Now)
- Uber Technologies Inc (UBER)
- Sector: Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing
- % of Portfolio: 2.0%
- (Buy) $53.60 ― +9.1% →$58.48 (Now)
- Comcast Corp - Ordinary Shares - Class A (CMCSA)
- Sector: Satellite Telecommunications
- % of Portfolio: 1.3%
- (Buy) $31.42 ― +24.7% →$39.18 (Now)
- Brown-Forman Corp. - Ordinary Shares - Class A (BF.A)
- Sector: Wineries
- % of Portfolio: 1.0%
- (Buy) $18.18 ― +135.0% →$42.72 (Now)
- Visa Inc - Ordinary Shares - Class A (V)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.8%
- (Buy) $69.41 ― +269.4% →$256.44 (Now)
- Brown-Forman Corp. - Ordinary Shares - Class B (BF.B)
- Sector: Wineries
- % of Portfolio: 0.4%
- (Buy) $29.35 ― +42.6% →$41.85 (Now)
- Wells Fargo & Co. (WFC)
- Sector: Commercial Banking
- % of Portfolio: 0.4%
- (Buy) $34.12 ― +52.8% →$52.12 (Now)
- Anheuser-Busch InBev SA/NV (BUDFF)
- Sector: Beverages: Alcoholic
- % of Portfolio: 0.3%
- (Buy) $106.80 ― -41.0% →$63.06 (Now)
- Exxon Mobil Corp. (XOM)
- Sector: Petroleum Refineries
- % of Portfolio: 0.2%
- (Buy) $75.41 ― +52.2% →$114.77 (Now)
- Altria Group Inc. (MO)
- Sector: Tobacco Manufacturing
- % of Portfolio: 0.2%
- (Buy) $21.60 ― +128.4% →$49.35 (Now)
- Markel Group Inc (MKL)
- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 0.2%
- (Buy) $360.78 ― +319.0% →$1,511.76 (Now)
- Vulcan Materials Co (VMC)
- Sector: Other Crushed and Broken Stone Mining and Quarrying
- % of Portfolio: 0.1%
- (Buy) $125.95 ― +104.4% →$257.43 (Now)
- Crane Co (CR)
- Sector: Iron and Steel Forging
- % of Portfolio: 0.1%
- (Buy) $17.93 ― +682.7% →$140.34 (Now)
- Davide Campari-Milano N.V. (DVDCF)
- Sector: Beverages: Alcoholic
- % of Portfolio: 0.1%
- (Buy) $7.97 ― +12.9% →$9.00 (Now)
- Union Pacific Corp. (UNP)
- Sector: Line-Haul Railroads
- % of Portfolio: 0.1%
- (Buy) $166.57 ― +41.0% →$234.87 (Now)
- Procter & Gamble Co. (PG)
- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 0.1%
- (Buy) $58.07 ― +189.4% →$168.06 (Now)
- Cable One Inc (CABO)
- Sector: Cable and Other Subscription Programming
- % of Portfolio: 0.1%
- (Buy) $1,899.77 ― -78.0% →$418.85 (Now)
- Costco Wholesale Corp (COST)
- Sector: All Other General Merchandise Stores
- % of Portfolio: 0.0%
- (Buy) $82.86 ― +867.7% →$801.83 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
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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
-17.10%
3 Years
-13.99%
5 Years
+9.58%
10 years
+37.90%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $614 Billion
- Dividend Yield 0.56 %
- Beta 0.524
- P/E Ratio 24.16
- Negative P/E Ratio -0.01
- Profit Margin 21.85%
- PEG 130.64
- Price to Sales Ratio 4.23
- Price to Book Ratio 5.03
- Enterprise Value to EBIT: 31.1
- Enterprise Value to Revenue 4.34
- Total Debt to Enterprise Value 0.1
- Debt to Equity 0.5494
- Quarterly Earnings Growth (YoY) -
- Return on Equity 12.48%
- Return on Assets 4.94%
- Return on Invested Capital 8.38%
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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 is anchored by a collection of robust stocks, reflecting his preference for stable companies with the potential for long-term growth. At the forefront of his holdings is Berkshire Hathaway Inc. - Ordinary Shares - Class A, famous for its diverse array of subsidiaries and stake in various industries, under the leadership of Warren Buffett. Alphabet Inc - Ordinary Shares - Class C represents tech-sector exposure, emphasizing innovation, digital advertising revenue from Google, and growth prospects in cloud computing and AI technology.The inclusion of Mastercard Incorporated - Ordinary Shares - Class A showcases Russo's confidence in continued expansion within the digital payment solutions space as global economies increasingly shift towards cashless transactions. Nestle SA - ADR stands out in the FMCG sector with a broad portfolio of trusted brands, highlighting resilient demand and international market dominance.Compagnie Financiere Richemont SA rounds out the top five, signifying an attraction to luxury goods with high-end brands catering to affluent demographics, a niche market that tends to be resilient during economic fluctuations.This snapshot of Tom Russo’s top investments provides insights into strategic stock selection for diversification across sectors such as finance, technology, consumer goods, and luxury items. For potential investors reviewing this summarized allocation strategy, Russo's choices underscore a push towards established entities which possess strong competitive advantages and barriers to entry, ensuring growth continuity amidst varying economic cycles.
Track Russo
Don't miss a trade. Get notified when Tom Russo makes his next trade, It's Free!