Tom Russo's top holdings (May 2026) include Alphabet Inc (GOOG), a global technology company providing a wide range of internet-related services and products.

Tom Russo serves as a Managing Partner at Gardner Russo & Quinn, an investment firm. His approach involves focusing on companies with enduring brand power and global reach, often seeking to understand their qualitative advantages and long-term business prospects.

Alphabet Inc (GOOG)

Alphabet Inc. stands as a titan in the technology sector, widely recognized for its search engine Google, the Android mobile operating system, and the YouTube video platform. The company's diverse portfolio also includes cloud computing services through Google Cloud and autonomous driving technology from Waymo.
The company has a market capitalization of $4.17T, with Tom Russo's position currently valued at $1.5B. Analysts have set a price target of $378.71 for Alphabet Inc. Additionally, a discounted cash flow analysis suggests a value of $199.52 per share.
Here's an overview of Tom Russo's trades in Alphabet Inc:

Berkshire Hathaway Inc. (BRK.A)

Berkshire Hathaway Inc. operates as a diversified holding company with subsidiaries engaged in a wide array of business activities. These include insurance, freight rail transportation, utility and energy generation and distribution, manufacturing, and retail. The company is known for its long-term investment philosophy and broad industrial footprint.
The current value of Tom Russo's position in Berkshire Hathaway Inc. is $909.73M. The company's discounted cash flow analysis indicates a value of $686.56K per share.
Here's an overview of Tom Russo's trades in Berkshire Hathaway Inc.:
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Mastercard Incorporated (MA)

Mastercard Incorporated is a global technology company focused on payments, connecting consumers, financial institutions, merchants, governments, and businesses worldwide. It provides a range of payment solutions, including credit, debit, and prepaid programs, facilitating secure and convenient transactions across its network. Its global presence extends to over 210 countries and territories.
Mastercard has a market capitalization of $449.94B, and this holding in Tom Russo's portfolio is currently worth $797.63M. Analysts project a price target of $657.38 for the company, while its discounted cash flow suggests a value of $606.29 per share.
Here's an overview of Tom Russo's trades in Mastercard Incorporated:

Philip Morris International Inc (PM)

Philip Morris International Inc. is a leading international tobacco company, primarily engaged in the manufacturing and sale of cigarettes, along with a growing portfolio of smoke-free products. The company operates across numerous markets globally, outside of the United States. Its focus has been shifting towards developing and marketing reduced-risk alternatives to traditional tobacco products.
The current value of Tom Russo's position in Philip Morris International Inc. is $775.42M, and the company's market cap stands at $255.91B. The discounted cash flow value for Philip Morris International Inc. is $239.16 per share, and analysts have established a price target of $190.56.
Here's an overview of Tom Russo's trades in Philip Morris International Inc:

Compagnie Financiere Richemont SA (CFRHF)

Compagnie Financière Richemont SA is a Swiss luxury goods holding company, recognized globally for its high-end jewelry, watches, writing instruments, and fashion brands. Its portfolio includes renowned names that cater to a discerning international clientele, establishing a strong presence in the luxury market. The company operates through several business areas, reflecting its diverse range of luxury products.
The company's market cap is $102.99B, and Tom Russo's holding is currently valued at $653.11M. A discounted cash flow analysis for Compagnie Financière Richemont SA indicates a value of $110.32 per share.
Here's an overview of Tom Russo's trades in Compagnie Financiere Richemont SA: