Tom Russo
Gardner Russo & Quinn
Partner at Gardner Russo & Quinn. Holds global consumer brands for decades - low turnover, family-controlled companies.
13F portfolio value
Q2 2026
$8.93B
1-year growth
-5.1%
2-year growth
-5.7%
Positions
85
Top 10 share
80.0%
Quarterly turnover
1.6%
Last filed
Aug 13, 2026
Q2 2026: summary
MakklerAI- At June 30, 2026, the portfolio was worth $8.9B; Russo added to 9 positions, reduced 42, opened 1 and exited 2, with 1.6% turnover.
- GOOG was the largest cut, down 9.0% in shares to a 12.1% weight; Eurofins Scientific rose 32.2% to 3.6%, and DASH gained 18.5% to 2.5%.
- The top 10 holdings made up 80.0% of the portfolio; GOOG led at 12.1% ($1.1B), just ahead of BRK-A at 12.0% ($1.1B).
- Portfolio value rose from $8.5B in the prior quarter to $8.9B; GOOG’s weight increased from 11.3% to 12.1%, while BRK-A’s eased from 12.3% to 12.0%.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
New positions 1
Est. buy price PRO
XOMNewExxonmobil Holdings Corporation0.3%
0.28 pt impact
$149.67
+16.3% since
Added to 9
Est. buy price PRO- EUEurofins Scientific+32.2%Eurofins Scientific
3.6%
0.88 pt impact
—
—
DASH+18.5%DoorDash, Inc. Class A2.5%
0.38 pt impact
NFLX+1.8%Netflix, Inc.4.6%
0.08 pt impact
- DEDe'Longhi+9.5%De'Longhi
<0.1%
0.00 pt impact
- ALAlk Abello A/S+6.0%Alk Abello A/S
<0.1%
0.00 pt impact
- CACarlsberg B A/S+2.7%Carlsberg B A/S
<0.1%
0.00 pt impact
LEVI+1.2%Levi Strauss & Co. Class A<0.1%
0.00 pt impact
- KAKalmar Oyj B+1.9%Kalmar Oyj B
<0.1%
0.00 pt impact
MSFT+1.1%Microsoft Corporation<0.1%
0.00 pt impact
Trimmed 42
Est. sell price PRO
GOOG-9.0%Alphabet Inc. Class C12.1%
-1.20 pt impact
$357.39
-2.2% since
JPM-83.4%JPMorgan Chase & Co.<0.1%
-0.46 pt impact
- COCompagnie Financiere Richemont-3.0%Compagnie Financiere Richemont
8.7%
-0.26 pt impact
BRK-A-1.9%Berkshire Hathaway Inc. Class A12.0%
-0.23 pt impact
NSRGY-3.0%Nestle Sa-Spons Adr6.1%
-0.19 pt impact
MA-2.1%Mastercard Incorporated Class A8.8%
-0.19 pt impact
BRK-B-2.8%Berkshire Hathaway Inc. Class B6.1%
-0.17 pt impact
- HEHeineken Holding Nv-2.2%Heineken Holding Nv
7.6%
-0.17 pt impact
PM-1.6%Philip Morris International Inc.9.2%
-0.15 pt impact
SUNB-2.5%Sunbelt Rentals Holdings Inc4.9%
-0.13 pt impact
- PEPernod Ricard-5.2%Pernod Ricard
1.9%
-0.10 pt impact
UBER-1.7%Uber Technologies, Inc.4.1%
-0.07 pt impact
+30 more positions
Sold out 2
Est. sell price PRO- EXExxon Mobil CorpSoldExxon Mobil Corp
0.4%
-0.39 pt impact
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—
GNRCSoldGenerac Holdings Inc.<0.1%
-0.01 pt impact
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Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.