Tom Russo

Gardner Russo & Gardner

Tom Russo (Gardner Russo & Gardner) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tom Russo (Gardner Russo & Gardner) portfolio page tracks Gardner Russo & Gardner holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Gardner Russo & Gardner owns and how disclosed positions change over time. Tom Russo (Gardner Russo & Gardner)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Ashtead Group plc (AHT.L), Sunbelt Rentals Holdings Inc (SUNB), Alphabet Cl C (GOOG), Unmapped 13F security (PORTFOLIO), and Compagnie Financière Richemont S.A. (CFR.SW). Investors use Gardner Russo & Gardner 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

Latest Trades

CompanyValueActionChangePriceCurrent Price
International Business Machines CorpIBM$-222.2KExitQ1 2026 13F$222k$253.65$280.82
SSP Group plcSSPG.L$1.6M700k sharesTrimQ1 2026 13F$214k$2.31--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M27k sharesAddQ1 2026 13F$206k$49.96--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.2M230k sharesTrimQ1 2026 13F$198k$5.29--
YETI Holdings, Inc.YETI$878k24k sharesTrimQ1 2026 13F$182k$36.59$46.97
Dover Corporation Common StockDOV$4.0M19.1k sharesAddQ1 2026 13F$175k$208.45$213.37
Zalando SEZAL.DE$663k28k sharesTrimQ1 2026 13F$170k$23.68--
John Bean Technologies CorpJBT$927k7.3k sharesTrimQ1 2026 13F$165k$127.87$125.32
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.3M39k sharesTrimQ1 2026 13F$164k$34.54--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.2M41k sharesTrimQ1 2026 13F$162k$29.90--
Wells Fargo & CoWFC$593k7.5k sharesTrimQ1 2026 13F$149k$82.03$83.82
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.4M202k sharesTrimQ1 2026 13F$148k$7.06--
Oracle CorporationORCL$530k3.6k sharesTrimQ1 2026 13F$148k$151.95$148.68
AbbVie IncABBV$2.7M12.4k sharesTrimQ1 2026 13F$137k$221.82$234.89
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M68k sharesAddQ1 2026 13F$136k$19.46--
Generac Holdings IncGNRC$439k2.3k sharesAddQ1 2026 13F$133k$195.33$280.53
Johnson & JohnsonJNJ$319k1.3k sharesAddQ1 2026 13F$117k$241.49$232.16
H & M Hennes & Mauritz AB (publ)HMSB.DE$1.2M64k sharesTrimQ1 2026 13F$114k$18.39--
Chevron Corporation Common StockCVX$511k2.5k sharesAddQ1 2026 13F$104k$182.35$171.06
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.5M3.7k sharesTrimQ1 2026 13F$104k$402.52--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.2M15.1k sharesTrimQ1 2026 13F$83k$76.39--
Walmart IncWMT$1.2M9.7k sharesAddQ1 2026 13F$78k$122.77$115.69
Lamar Advertising Company - Class ALAMR$680k5.4k sharesTrimQ1 2026 13F$76k$131.03$156.10
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$2.1M15 sharesTrimQ1 2026 13F$72k$142,119.33--
Apple IncAAPL$1.2M4.8k sharesTrimQ1 2026 13F$65k$260.25$283.78
FULTON FINANCIAL CORPFULT$996k49k sharesTrimQ1 2026 13F$50k$20.72$22.05
FB Bancorp, Inc. Common StockFBLA$687k50k sharesAddQ1 2026 13F$45k$13.74$14.05
The Walt Disney CoDIS$243k2.5k sharesTrimQ1 2026 13F$43k$105.69$98.87
Hormel Foods CorporationHRL$430k19k sharesTrimQ1 2026 13F$40k$22.65$20.96
Coca-Cola Company (The) Common StockKO$991k13k sharesAddQ1 2026 13F$37k$75.60$82.63
PepsiCo IncPEP$1.4M9.2k sharesAddQ1 2026 13F$24k$155.82$140.68
Amazon.com IncAMZN$217k1k sharesTrimQ1 2026 13F$23k$220.17$232.69
Nestlé S.A.NESN.SW$1.1M11.1k sharesTrimQ1 2026 13F$20k$97.59--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$360k13.6k sharesTrimQ1 2026 13F$18k$26.50--
McDonald's CorpMCD$294k947 sharesAddQ1 2026 13F$18k$323.45$277.78
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$428k1.8M sharesTrimQ1 2026 13F$18k$0.2413--
Unum GroupUNM$278k3.8k sharesTrimQ1 2026 13F$17k$73.03$83.41
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$196k251.3k sharesTrimQ1 2026 13F$11k$0.78--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.6M70k sharesTrimQ1 2026 13F$10k$22.78--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$213k5M sharesTrimQ1 2026 13F$4.1k$0.0427--
Caterpillar, Inc. Common StockCAT$319k450 sharesAddQ1 2026 13F$3.7k$723.66$915.64
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