TR
Tom Russo (Gardner Russo & Gardner) disclosed new in Danaher Corp
Tom Russo (Gardner Russo & Gardner) filed a 13F change in Danaher Corp (235851102) on 2024-11-13, covering period end 2024-09-30.
Action
New
Capital
$227,698 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
79 changes from Tom Russo (Gardner Russo & Gardner), filed 2024-11-13 for period end 2024-09-30.
$9.7B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K107 Alphabet Inc Cl C | Reduced | -$136.9M | $1.0B | 1.41% |
84670108 Berkshire Hathaway Inc Cl A | Increased | $119.2M | $1.4B | 1.22% |
718172109 Philip Morris International In | Increased | $100.0M | $653.9M | 1.03% |
57636Q104 Mastercard Inc Cl A | Increased | $86.0M | $993.2M | 0.88% |
84670702 Berkshire Hathaway Inc Cl B | Increased | $52.5M | $618.1M | 0.54% |
G05320109 Ashtead Group PLC | Increased | $46.1M | $383.9M | 0.47% |
641069406 Nestle SA Sponsored ADR | Reduced | -$43.6M | $700.3M | 0.45% |
F72027109 Pernod Ricard | Increased | $43.1M | $491.9M | 0.44% |
25809K105 Doordash Inc Cl A | Increased | $22.7M | $100.7M | 0.23% |
90353T100 Uber Technologies Inc | Increased | $20.5M | $285.4M | 0.21% |
H25662182 Compagnie Financiere Richemont | Reduced | -$13.6M | $715.2M | 0.14% |
N39338194 Heineken Holding NV | Reduced | -$12.4M | $617.6M | 0.13% |
573284106 Martin Marietta Materials | Reduced | -$10.2M | $403.7M | 0.11% |
64110L106 Netflix Inc | Reduced | -$8.7M | $519.1M | 0.09% |
115637100 Brown-Forman Corp Cl A | Increased | $6.5M | $102.3M | 0.07% |
949746101 Wells Fargo | Reduced | -$5.7M | $22.7M | 0.06% |
115637209 Brown-Forman Corp Cl B | Increased | $4.7M | $43.2M | 0.05% |
20030N101 Comcast Corp New Cl A | Increased | $4.0M | $124.1M | 0.04% |
929160109 Vulcan Materials | Reduced | -$2.5M | $5.9M | 0.03% |
46625H100 J.P. Morgan Chase | Increased | $1.8M | $303.8M | 0.02% |
02209S103 Altria Group Inc | Increased | $1.7M | $14.8M | 0.02% |
30231G102 Exxon Mobil Corp | Increased | $1.3M | $22.1M | 0.01% |
26614N102 Dupont De Nemours Inc | Sold out | -$1.3M | $0 | 0.01% |
92826C839 Visa Inc Cl A | Reduced | -$1.2M | $73.0M | 0.01% |
570535104 Markel Corp | Reduced | -$1.0M | $14.1M | 0.01% |
260557103 Dow Inc | Sold out | -$960,061 | $0 | 0.01% |
B639CJ108 Anheuser-Busch InBev SA | Increased | $801,674 | $26.4M | 0.01% |
907818108 Union Pac Corp | Increased | $522,344 | $6.0M | 0.01% |
360271100 Fulton Finl Corp | Reduced | -$468,235 | $1.5M | 0.00% |
224408104 Crane Company | Increased | $459,636 | $9.9M | 0.00% |
579780206 McCormick Inc | Increased | $450,965 | $3.5M | 0.00% |
25816109 American Express | Increased | $438,313 | $4.2M | 0.00% |
N24565108 Davide Campari-Milano NV | Reduced | -$437,643 | $6.0M | 0.00% |
00287Y109 AbbVie Inc | Increased | $324,760 | $2.5M | 0.00% |
02079K305 Alphabet Inc Cl A | Reduced | -$318,534 | $3.4M | 0.00% |
870875101 Swiss Helvetia FD Inc | Increased | $281,484 | $2.5M | 0.00% |
235851102 Danaher Corp | New | $227,698 | $227,698 | 0.00% |
G8994E103 Trane Technologies PLC | New | $209,914 | $209,914 | 0.00% |
260003108 Dover Corp | Increased | $202,164 | $4.4M | 0.00% |
N39427211 Heineken NV | Reduced | -$200,902 | $2.3M | 0.00% |
344419106 Fomento Economico Mex Sponsore | Reduced | -$176,156 | $359,403 | 0.00% |
594918104 Microsoft Corp | Reduced | -$172,723 | $2.2M | 0.00% |
22160K105 Costco Whsl Corp | Increased | $151,430 | $4.8M | 0.00% |
742718109 Procter & Gamble | Increased | $138,746 | $5.4M | 0.00% |
931142103 Wal Mart Stores Inc | Increased | $135,160 | $836,974 | 0.00% |
K36628137 Carlsberg B A/S | Reduced | -$128,791 | $2.8M | 0.00% |
2824100 Abbott Labs | Increased | $116,251 | $1.3M | 0.00% |
191216100 Coca-Cola | Increased | $116,109 | $1.0M | 0.00% |
693475105 PNC Bank Corp | Reduced | -$102,988 | $988,948 | 0.00% |
68389X105 Oracle Corp | Increased | $101,470 | $592,140 | 0.00% |
580135101 McDonalds Corp | Reduced | -$90,363 | $214,680 | 0.00% |
512816109 Lamar Advertising Co-A | Increased | $83,934 | $798,126 | 0.00% |
58933Y105 Merck Inc | Reduced | -$76,044 | $350,548 | 0.00% |
440452100 Hormel Foods Corp | Reduced | -$76,014 | $1.7M | 0.00% |
166764100 Chevron Corp | Reduced | -$72,370 | $655,190 | 0.00% |
714264306 Pernod-Ricard SA Unsponsored A | Increased | $71,684 | $697,871 | 0.00% |
69007J106 Outfront Media Inc | Increased | $70,130 | $827,229 | 0.00% |
H57312649 Nestle SA-REG | Reduced | -$59,831 | $4.0M | 0.00% |
45055100 Ashtead Group PLC ADR | Increased | $54,334 | $388,983 | 0.00% |
713448108 Pepsico Inc | Increased | $42,344 | $2.1M | 0.00% |
89832Q109 Truist Financial Corp | Reduced | -$37,320 | $408,300 | 0.00% |
609207105 Mondelez International Inc | Increased | $36,212 | $324,148 | 0.00% |
Y7121Z146 Hanjaya Mandala Sampoerna | Increased | $34,197 | $250,991 | 0.00% |
254687106 Disney Walt Productions | Reduced | -$31,959 | $373,711 | 0.00% |
22052L104 Corteva Inc | Increased | $30,413 | $356,857 | 0.00% |
37833100 Apple Inc | Increased | $29,837 | $1.5M | 0.00% |
G42089113 Diageo PLC | Increased | $29,122 | $295,104 | 0.00% |
55622104 BP PLC ADR | Reduced | -$28,922 | $207,243 | 0.00% |
142339100 Carlisle Inc | Increased | $22,270 | $224,875 | 0.00% |
H49983176 Lindt & Spruengli AG - Reg | Reduced | -$22,262 | $2.2M | 0.00% |
Y5342M100 LT Group Inc | Increased | $22,103 | $317,386 | 0.00% |
F58149133 Loreal SA | Increased | $21,645 | $2.6M | 0.00% |
423012301 Heineken NV Sponsored ADR | Reduced | -$20,751 | $233,537 | 0.00% |
204319107 Compagnie Financiere Richemont | Increased | $19,965 | $1.1M | 0.00% |
91529Y106 Unum Group | Increased | $18,876 | $225,872 | 0.00% |
23857X103 Davide Campari-Milano ADR | Reduced | -$13,312 | $115,779 | 0.00% |
G74079107 Reckitt Benckiser Group PLC | Increased | $9,079 | $259,695 | 0.00% |
423008101 Heineken Holding NV ADR | Increased | $2,739 | $804,162 | 0.00% |
T2R765103 Cir SPA | Increased | $454 | $160,674 | 0.00% |