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.
Track Russo, It's Free!Performance
1 Year
+11.07%
3 Years
+18.67%
5 Years
+45.29%
10 years
+60.98%
Sectors
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Largest Holdings
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Trades
Berkshire Hathaway Inc. - Class A (BRK.A)- Sector: Offices of Other Holding Companies
- % of Portfolio: 14.2%
- (Buy) $116,365.06 ― +372.2% →$549,520.00 (Now)
Alphabet Inc - Class C (GOOG)- Sector: All Other Telecommunications
- % of Portfolio: 11.8%
- (Buy) $67.33 ― +108.0% →$140.02 (Now)
Mastercard Incorporated - Class A (MA)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 10.2%
- (Buy) $237.15 ― +73.0% →$410.33 (Now)
Nestle SA - ADR (NSRGY)- Sector: Dry, Condensed, and Evaporated Dairy Product Manufacturing
- % of Portfolio: 9.3%
- (Buy) $68.04 ― +66.4% →$113.24 (Now)
Compagnie Financiere Richemont SA (CFRHF)- Sector: Other Consumer Specialties
- % of Portfolio: 6.7%
- (Buy) $77.15 ― +65.4% →$127.62 (Now)
Heineken Holding N.V. (HKHHF)- Sector: Beverages: Alcoholic
- % of Portfolio: 6.3%
- (Buy) $51.56 ― +49.2% →$76.94 (Now)
Philip Morris International Inc (PM)- Sector: Tobacco Manufacturing
- % of Portfolio: 6.1%
- (Buy) $58.15 ― +61.3% →$93.82 (Now)
Berkshire Hathaway Inc. - Class B (BRK.B)- Sector: Offices of Other Holding Companies
- % of Portfolio: 6.1%
- (Buy) $448.77 ― -19.4% →$361.80 (Now)
Netflix Inc. (NFLX)- Sector: Internet Publishing and Broadcasting and Web Search Portals
- % of Portfolio: 5.8%
- (Buy) $241.99 ― +97.5% →$478.00 (Now)
Pernod Ricard SA (PDRDF)- Sector: Beverages: Alcoholic
- % of Portfolio: 5.2%
- (Buy) $103.31 ― +72.7% →$178.45 (Now)
Martin Marietta Materials, Inc. (MLM)- Sector: Crushed and Broken Limestone Mining and Quarrying
- % of Portfolio: 4.6%
- (Buy) $101.07 ― +357.9% →$462.80 (Now)
JPMorgan Chase & Co. (JPM)- Sector: Commercial Banking
- % of Portfolio: 3.4%
- (Buy) $121.71 ― +26.0% →$153.33 (Now)
Ashtead Group plc (ASHTF)- Sector: Finance/Rental/Leasing
- % of Portfolio: 3.3%
- (Buy) $52.71 ― +12.2% →$59.13 (Now)
Comcast Corp - Class A (CMCSA)- Sector: Satellite Telecommunications
- % of Portfolio: 1.6%
- (Buy) $31.42 ― +35.2% →$42.48 (Now)
Brown-Forman Corp. - Class A (BF.A)- Sector: Wineries
- % of Portfolio: 1.5%
- (Buy) $18.18 ― +236.9% →$61.25 (Now)
Visa Inc - Class A (V)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.9%
- (Buy) $69.41 ― +265.5% →$253.72 (Now)
Brown-Forman Corp. - Class B (BF.B)- Sector: Wineries
- % of Portfolio: 0.6%
- (Buy) $29.35 ― +102.9% →$59.55 (Now)
Anheuser-Busch InBev SA/NV (BUDFF)- Sector: Beverages: Alcoholic
- % of Portfolio: 0.4%
- (Buy) $106.80 ― -41.5% →$62.50 (Now)
Wells Fargo & Co. (WFC)- Sector: Commercial Banking
- % of Portfolio: 0.3%
- (Buy) $34.12 ― +25.4% →$42.78 (Now)
Exxon Mobil Corp. (XOM)- Sector: Petroleum Refineries
- % of Portfolio: 0.2%
- (Buy) $75.27 ― +38.2% →$104.01 (Now)
Markel Group Inc (MKL)- Sector: Direct Property and Casualty Insurance Carriers
- % of Portfolio: 0.1%
- (Buy) $360.78 ― +296.2% →$1,429.50 (Now)
Altria Group Inc. (MO)- Sector: Tobacco Manufacturing
- % of Portfolio: 0.1%
- (Buy) $21.60 ― +90.7% →$41.19 (Now)
Cable One Inc (CABO)- Sector: Cable and Other Subscription Programming
- % of Portfolio: 0.1%
- (Buy) $1,899.77 ― -71.6% →$540.00 (Now)
Vulcan Materials Co (VMC)- Sector: Other Crushed and Broken Stone Mining and Quarrying
- % of Portfolio: 0.1%
- (Buy) $125.95 ― +68.2% →$211.90 (Now)
Davide Campari-Milano N.V. (DVDCF)- Sector: Beverages: Alcoholic
- % of Portfolio: 0.1%
- (Buy) $7.97 ― +41.4% →$11.27 (Now)
Crane Co (CR)- Sector: Iron and Steel Forging
- % of Portfolio: 0.1%
- (Buy) $17.93 ― +500.1% →$107.59 (Now)
Procter & Gamble Co. (PG)- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 0.1%
- (Buy) $58.07 ― +160.1% →$151.02 (Now)
Union Pacific Corp. (UNP)- Sector: Line-Haul Railroads
- % of Portfolio: 0.1%
- (Buy) $162.23 ― +37.8% →$223.49 (Now)
Unilever plc - ADR (UL)- Sector: Household/Personal Care
- % of Portfolio: 0.0%
- (Buy) $60.31 ― -20.8% →$47.78 (Now)
American Express Co. (AXP)- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 0.0%
- (Buy) $49.63 ― +230.0% →$163.79 (Now)
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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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Average Portfolio Company Metrics
- Market Cap: $478 Billion
- Dividend Yield 0.63 %
- Beta 0.5536
- P/E Ratio 22.84
- Negative P/E Ratio -0.0
- Profit Margin 30.46%
- PEG 77.15
- Price to Sales Ratio 5.95
- Price to Book Ratio 10.86
- Enterprise Value to EBIT: 21.53
- Enterprise Value to Revenue 7.51
- Total Debt to Enterprise Value 0.15
- Debt to Equity 0.2674
- Quarterly Earnings Growth (YoY) -
- Return on Equity 31.60%
- Return on Assets 12.50%
- Return on Invested Capital 21.97%
About Tom Russo
Gardner Russo & Gardner Inc. is an investment firm popular with wealthy clients for its conservative, long-term approach to investing.
Track Russo
Don't miss a trade. Get notified when Tom Russo makes his next trade, It's Free!