Tom Russo profile
Tom Russo profile

Tom Russo

Gardner Russo & Gardner Holdings Strategy: Value Investor

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, It's Free!

Tom Russo Portfolio 2023

Performance

1 Year

-17.10%

3 Years

-13.99%

5 Years

+9.58%

10 years

+37.90%


Sectors

Loading...

Largest Holdings

Loading...


Trades

  • Nestle SA - ADR Nestle SA - ADR (NSRGY)
  • Sector: Dry, Condensed, and Evaporated Dairy Product Manufacturing
  • % of Portfolio: 7.8%
  • (Buy) $68.04 +50.6% $102.45 (Now)
  • Heineken Holding N.V. Heineken Holding N.V. (HKHHF)
  • Sector: Beverages: Alcoholic
  • % of Portfolio: 6.1%
  • (Buy) $51.56 +43.5% $73.98 (Now)
  • Netflix Inc. 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. 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 Pernod Ricard SA (PDRDF)
  • Sector: Beverages: Alcoholic
  • % of Portfolio: 4.3%
  • (Buy) $105.26 +27.5% $134.20 (Now)
  • Ashtead Group plc Ashtead Group plc (ASHTF)
  • Sector: Finance/Rental/Leasing
  • % of Portfolio: 3.6%
  • (Buy) $52.71 +25.5% $66.15 (Now)
  • JPMorgan Chase & Co. JPMorgan Chase & Co. (JPM)
  • Sector: Commercial Banking
  • % of Portfolio: 3.5%
  • (Buy) $121.71 +60.1% $194.90 (Now)
  • Uber Technologies Inc 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)
  • Wells Fargo & Co. Wells Fargo & Co. (WFC)
  • Sector: Commercial Banking
  • % of Portfolio: 0.4%
  • (Buy) $34.12 +52.8% $52.12 (Now)
  • Exxon Mobil Corp. Exxon Mobil Corp. (XOM)
  • Sector: Petroleum Refineries
  • % of Portfolio: 0.2%
  • (Buy) $75.41 +52.2% $114.77 (Now)
  • Altria Group Inc. Altria Group Inc. (MO)
  • Sector: Tobacco Manufacturing
  • % of Portfolio: 0.2%
  • (Buy) $21.60 +128.4% $49.35 (Now)
  • Markel Group Inc 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 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 Crane Co (CR)
  • Sector: Iron and Steel Forging
  • % of Portfolio: 0.1%
  • (Buy) $17.93 +682.7% $140.34 (Now)
  • Union Pacific Corp. Union Pacific Corp. (UNP)
  • Sector: Line-Haul Railroads
  • % of Portfolio: 0.1%
  • (Buy) $166.57 +41.0% $234.87 (Now)
  • Procter & Gamble Co. 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 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 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
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...

Options

Can't find any put or calls that Tom Russo has in Gardner Holdings



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%


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!