Thomas Russo Top Holdings Analysis: March 31, 2026 Portfolio Breakdown

Thomas Russo, managing director at Gardner Russo & Quinn, saw his investment strategy reflected in his portfolio as of March 31, 2026. His holdings, totaling $8.09 billion, were dominated by established blue-chip companies and high-growth sectors, showcasing a blend of stability and forward momentum.

At the core of his portfolio was Berkshire Hathaway Inc Cl A (BRK-A), a position that accounted for 12.34% of his total holdings. This investment saw a slight reduction in shares during the period, decreasing by 5.26% year-over-year, indicating a measured approach to this cornerstone holding.

Alphabet Inc Cl C (GOOG) represented another significant portion of his portfolio, comprising 11.31% of his assets. However, this position experienced a substantial reduction, with shares declining by 27.95% compared to the previous period, signaling a notable shift in Russo's stance towards this tech giant.

Financial Services continued to be a strong sector focus, with Mastercard Inc Cl A (MA) holding a 9.15% allocation. This stake also saw a reduction, with shares down 4.02% year-over-year, suggesting a cautious outlook for this financial technology leader.

Consumer Defensive and Financial Services were well-represented by Philip Morris International Inc (PM) and Nestle SA Sponsored ADR (NSRGY), both holding allocations of 8.96% and 6.39% respectively. Both positions saw modest declines, with PM decreasing by 1.23% and Nestle by 5.14% in shares.

Communication Services remained a key theme with Netflix Inc (NFLX), which held a 6.35% allocation. This position was an outlier, however, as it saw an extraordinary increase of 990.67% in shares during the period, highlighting a significant conviction in the streaming giant's future despite its high valuation.

Financial Services also featured Berkshire Hathaway Inc Cl B (BRK-B), which made up 6.26% of the portfolio. This position experienced a moderate decline of 4.39% in shares.

Basic Materials was represented by Martin Marietta Materials (MLM), which held a 4.96% allocation. Russo's position in this sector saw a modest increase of 4.05% in shares during the period.

For a comprehensive view of Thomas Russo's investment profile, you can visit his profile on Insiderset. Detailed analysis of each holding, including the companies Berkshire Hathaway, Alphabet, Mastercard, Philip Morris, Heineken, Richemont, Netflix, and Martin Marietta, is available through their respective Insiderset pages.