Tom Russo

Gardner Russo & Gardner

Tom Russo 的页面基于SEC 13F 文件汇总公开披露的持仓变化、调仓方向和相关股票。 Tom Russo / Gardner Russo & Gardner 的记录会保留披露来源、报告期和可核查证据,方便把 13F 数据放在延迟披露的语境中阅读。 当前快照更新到2026年5月13日,主要包含清仓动向、减持动向、and position increases,相关股票包括Ashtead Group plc (AHT.L)、Sunbelt Rentals Holdings Inc (SUNB)、Alphabet Cl C (GOOG)、Compagnie Financière Richemont S.A. (CFR.SW)。披露金额以 $-418.1M to $961.1M 区间展示。 13F 是季度且延迟的公开披露,不代表实时持仓,也不构成投资建议。

数据来源与方法论

历史交易

公司价值动作Change价格Last Price
DoorDash, Inc.DASH$13.6MAddQ3 2025 13F$14M$250.83$152.49
Compagnie Financière Richemont S.A.CFR.SW$-13.3MTrimQ3 2025 13F$13M----
Heineken Holding N.V.HEIO.AS$10.7MAddQ3 2025 13F$11M----
JPMorgan Chase & Co.JPM$5.6MAddQ3 2025 13F$5.6M$297.41$334.47
Uber Technologies IncUBER$4.7MAddQ3 2025 13F$4.7M$94.48$73.85
Brown-Forman CorporationBF-A$-4.0MTrimQ3 2025 13F$4.0M--$26.72
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$17M282.2k sharesTrimQ3 2025 13F$3.4M$59.69--
Visa IncV$-3.3MTrimQ3 2025 13F$3.3M$346.34$362.13
Markel CorpMKL$-1.6MTrimQ3 2025 13F$1.6M$1,960.42$1,847.87
Ralph Lauren CorporationRL$-1.1MExitQ3 2025 13F$1.1M$312.02$376.23
Exxon Mobil CorpXOM$1.1MAddQ3 2025 13F$1.1M$111.37$137.02
Ashtead Group plcAHT.L$1.0MAddQ3 2025 13F$1.0M----
Alphabet IncGOOGL$992.7KAddQ3 2025 13F$993k$209.46$359.91
Wells Fargo & CoWFC$-979.9KTrimQ3 2025 13F$980k$83.62$83.82
Crane CoCR$-871.4KTrimQ3 2025 13F$871k--$178.93
Tom Russo (Gardner Russo & Gardner) other Unmapped 13F securityPORTFOLIO$792k20k sharesOtherQ3 2025 13F$792k$39.62--
Dover Corporation Common StockDOV$-687.1KTrimQ3 2025 13F$687k--$213.37
Hormel Foods CorporationHRL$-585.6KTrimQ3 2025 13F$586k$25.42$20.96
AbbVie IncABBV$569.9KAddQ3 2025 13F$570k$203.64$261.07
Generac Holdings IncGNRC$-432.5KTrimQ3 2025 13F$432k--$280.53
Warby Parker Inc.WRBY$410.4KAddQ3 2025 13F$410k--$25.68
McCormick & Company, IncorporatedMKC$-399.8KTrimQ3 2025 13F$400k$64.62$46.64
Vulcan Materials CoVMC$394.1KAddQ3 2025 13F$394k--$292.99
Herc Holdings IncHRI$-360.3KTrimQ3 2025 13F$360k--$137.98
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.5M18.5k sharesTrimQ3 2025 13F$348k$82.48--
Caterpillar, Inc. Common StockCAT$334.0KOtherQ3 2025 13F$334k--$915.64
Costco Wholesale Corporation - Common StockCOST$-306.1KTrimQ3 2025 13F$306k--$951.67
H & M Hennes & Mauritz AB (publ)HMSB.DE$300.1KAddQ3 2025 13F$300k----
Microsoft CorpMSFT$-293.6KTrimQ3 2025 13F$294k$510.13$390.49
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.4M12.1k sharesTrimQ3 2025 13F$288k$116.30--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.4M41k sharesTrimQ3 2025 13F$283k$34.66--
Altria Group IncMO$-278.5KTrimQ3 2025 13F$278k--$71.29
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.1M68k sharesTrimQ3 2025 13F$245k$16.07--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.3M210.4k sharesTrimQ3 2025 13F$244k$6.31--
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$-236.4KTrimQ3 2025 13F$236k----
Levi Strauss & Co.LEVI$229.6KAddQ3 2025 13F$230k--$24.05
SSP Group plcSSPG.L$228.2KAddQ3 2025 13F$228k----
Oracle CorporationORCL$217.6KAddQ3 2025 13F$218k$304.00$140.27
Brown-Forman CorporationBF-B$-213.0KTrimQ3 2025 13F$213k--$25.94
Tom Russo (Gardner Russo & Gardner) exit Unmapped 13F securityPORTFOLIO$-202.3KExitQ3 2025 13F$202k----
Union Pacific CorpUNP$185.7KAddQ3 2025 13F$186k--$268.67
American Express CoAXP$179.0KAddQ3 2025 13F$179k$318.08$351.96
John Bean Technologies CorpJBT$146.4KAddQ3 2025 13F$146k--$125.32
Apple IncAAPL$140.1KAddQ3 2025 13F$140k$225.91$308.63
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.2M15.1k sharesTrimQ3 2025 13F$134k$78.04--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.4M53k sharesAddQ3 2025 13F$117k$27.10--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$2.6M434.2k sharesTrimQ3 2025 13F$113k$6.08--
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.3M35.3k sharesAddQ3 2025 13F$96k$36.17--
PepsiCo IncPEP$92.1KAddQ3 2025 13F$92k$142.80$140.68
Nestlé S.A.NESN.SW$-91.8KTrimQ3 2025 13F$92k----
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