Diversified Portfolio with Strong Financial Services Presence
Investor Thomas Russo's portfolio features significant allocations in financial services and communication services. BRK-A dominates as the largest holding, followed by Alphabet Inc Cl C (GOOG) and Mastercard Inc Cl A (MA). The portfolio shows notable concentration in sectors like Financial Services and Communication Services.
Investor Profile
As of 2025-09-30, Thomas Russo's portfolio is valued at $9,322,752,463. The investment strategy emphasizes diversification across key sectors.
Top Holdings by Value
The largest holding is BRK-A from Berkshire Hathaway Inc Cl A, valued at $1,162,222,200, representing approximately 12.46% of the portfolio. Alphabet Inc Cl C (GOOG) follows with a value of $1,132,488,747, accounting for about 12.14%. Mastercard Inc Cl A (MA) is the third largest at $921,626,733 or 9.88%.
Sector Concentration
The portfolio shows a strong concentration in Financial Services with BRK-A, MA, and PM totaling around 36%. Communication Services holds approximately 20%, driven by GOOG and NFLX.
Notable Changes
BRK-B experienced a slight increase of $583,879,220 from prior shares, reflecting a minimal growth. However, GOOG saw a notable decrease of $440,394 or 8.65%, while MA decreased by $62,779 or 3.73%.
Investment Strategy
Thomas's strategy focuses on sector diversification with significant allocations in Financial Services and Communication Services. The portfolio balances high-value holdings like BRK-A with moderate investments in companies such as Mastercard and Netflix, reflecting a prudent risk management approach.