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
Vulcan Materials CoVMC$-1.1MTrimQ1 2025 13F$1.1M--$292.99
YETI Holdings, Inc.YETI$1.1MOtherQ1 2025 13F$1.1M--$46.97
SSP Group plcSSPG.L$1.1MOtherQ1 2025 13F$1.1M----
Levi Strauss & Co.LEVI$1.1MOtherQ1 2025 13F$1.1M--$24.05
Generac Holdings IncGNRC$1.0MOtherQ1 2025 13F$1.0M--$280.53
Fielmann AGFIE.DE$1.0MOtherQ1 2025 13F$1.0M----
Warby Parker Inc.WRBY$941.6KOtherQ1 2025 13F$942k--$25.68
Ralph Lauren CorporationRL$905.0KOtherQ1 2025 13F$905k--$376.23
John Bean Technologies CorpJBT$886.0KOtherQ1 2025 13F$886k--$125.32
Rational AGRAA.DE$805.7KOtherQ1 2025 13F$806k----
American Express CoAXP$-722.6KTrimQ1 2025 13F$723k$295.58$351.96
Altria Group IncMO$694.6KAddQ1 2025 13F$695k$57.95$71.29
Markel CorpMKL$591.1KAddQ1 2025 13F$591k$1,839.75$1,847.87
Costco Wholesale Corporation - Common StockCOST$-559.4KTrimQ1 2025 13F$559k--$951.67
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$2.7M293.4k sharesAddQ1 2025 13F$542k$9.22--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$286k17.7k sharesTrimQ1 2025 13F$509k$16.14--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.5M4.1k sharesTrimQ1 2025 13F$508k$370.35--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$1.3M10.3k sharesTrimQ1 2025 13F$429k$126.95--
AbbVie IncABBV$394.9KAddQ1 2025 13F$395k$194.40$261.07
Dover Corporation Common StockDOV$-355.5KTrimQ1 2025 13F$355k--$213.37
Microsoft CorpMSFT$-354.2KTrimQ1 2025 13F$354k$407.71$390.49
Chocoladefabriken Lindt & Sprüngli AGLISN.SW$328.6KAddQ1 2025 13F$329k----
Apple IncAAPL$-287.5KTrimQ1 2025 13F$287k$231.67$308.63
Nestlé S.A.NESN.SW$275.3KAddQ1 2025 13F$275k----
Mondelez International IncMDLZ$-262.8KExitQ1 2025 13F$263k--$61.60
McCormick & Company, IncorporatedMKC$247.8KAddQ1 2025 13F$248k--$46.64
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.5M11.5k sharesAddQ1 2025 13F$225k$132.65--
Union Pacific CorpUNP$213.4KAddQ1 2025 13F$213k--$268.67
BP PLCBP$212.9KOtherQ1 2025 13F$213k$32.64$43.72
Cie Financiere Richemont AG, ZugCFRUY$-184.7KExitQ1 2025 13F$185k--$22.47
FULTON FINANCIAL CORPFULT$-179.3KTrimQ1 2025 13F$179k--$22.05
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$1.2M15.1k sharesAddQ1 2025 13F$156k$81.43--
Hormel Foods CorporationHRL$-153.6KTrimQ1 2025 13F$154k--$20.96
The Walt Disney CoDIS$-107.2KTrimQ1 2025 13F$107k$107.47$98.87
PepsiCo IncPEP$-106.8KTrimQ1 2025 13F$107k$148.84$140.68
Coca-Cola Company (The) Common StockKO$98.7KAddQ1 2025 13F$99k$66.79$84.14
Oracle CorporationORCL$-93.2KTrimQ1 2025 13F$93k--$140.27
The PNC Financial Services Group IncPNC$-84.5KTrimQ1 2025 13F$85k$188.77$232.64
Chevron Corporation Common StockCVX$58.7KAddQ1 2025 13F$59k$156.54$169.21
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$378k1.8M sharesAddQ1 2025 13F$56k$0.2128--
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$210k8.1k sharesTrimQ1 2025 13F$52k$26.00--
Lamar Advertising Company - Class ALAMR$-47.6KTrimQ1 2025 13F$48k$121.77$157.56
FB Bancorp, Inc. Common StockFBLA$-46.2KTrimQ1 2025 13F$46k--$14.05
Merck & Co IncMRK$-43.1KTrimQ1 2025 13F$43k$94.02$129.52
Tom Russo (Gardner Russo & Gardner) add Unmapped 13F securityPORTFOLIO$332k3.4k sharesAddQ1 2025 13F$35k$97.58--
Walmart IncWMT$-32.1KTrimQ1 2025 13F$32k$93.81$111.84
Unum GroupUNM$32.0KAddQ1 2025 13F$32k--$83.41
Tom Russo (Gardner Russo & Gardner) trim Unmapped 13F securityPORTFOLIO$166k5M sharesTrimQ1 2025 13F$31k$0.0332--
Crane CoCR$21.7KAddQ1 2025 13F$22k--$178.93
Truist Financial CorpTFC$-18.4KTrimQ1 2025 13F$18k--$48.83
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