Thomas Russo Portfolio Snapshot: Top Holdings and Recent Changes
A snapshot of Thomas Russo's portfolio as of March 31, 2026, highlighting top holdings including Berkshire Hathaway, Netflix, and Mastercard, along with significant share changes.
As of March 31, 2026, Thomas Russo's portfolio at Gardner Russo & Quinn stands at approximately $8.1 billion. The portfolio is dominated by top holdings, with significant changes in share positions observed across various sectors.
Financial Services remains a strong sector focus, with Berkshire Hathaway Inc (BRK-A and BRK-B) comprising a substantial portion of the portfolio. BRK-A allocation decreased slightly to 12.34%, while BRK-B decreased to 6.26%, both showing minor reductions in shares.
In the Communication Services sector, Alphabet Inc (GOOG) saw a significant reduction in its position, with shares down by 27.95%. Netflix Inc (NFLX) showed a dramatic increase, with shares up by 990.67%, making it a major addition to the portfolio.
Consumer Defensive stocks, including Philip Morris International (PM) and Nestle SA (NSRGY), maintained strong positions, though both experienced slight decreases in share count (-1.23% and -5.14%, respectively).
Basic Materials saw an increase in Martin Marietta Materials (MLM) with a 4.05% increase in shares.
For detailed analysis of these holdings and the investor, please visit the investor profile here and explore individual stock profiles here.