Thomas Russo (Gardner Russo)
Low-turnover 'capacity to suffer' investing in global consumer franchises - the US-listed core.
Holdings as of Q1 2026 (latest SEC 13F) - weights normalized across the top US-listed holdings.
Berkshire Hathaway Inc. New Common Stock2011-02-28 → 2026-06-30click to change
%
Alphabet Inc. - Class C Capital Stock2014-04-30 → 2026-06-30click to change
%
Mastercard Incorporated Common Stock2006-06-30 → 2026-06-30click to change
%
Philip Morris International Inc Common Stock2008-04-30 → 2026-06-30click to change
%
Netflix, Inc. - Common Stock2002-06-30 → 2026-06-30click to change
%
Martin Marietta Materials, Inc. Common Stock1994-03-31 → 2026-06-30click to change
%
Total 100%
Data window Thomas Russo (Gardner Russo): 2014-04-30 → 2026-06-30 · start: GOOG
Portfolio growth
Thomas Russo (Gardner Russo)
CAGR26.79%
Max Drawdown-16.89%
Volatility43.95%
Sharpe0.63
Final balance$183,119
Total return1731.19%
Drawdown
Annual returns
More statistics
| Thomas Russo (Gardner Russo) | |
|---|---|
| Total Return | 1731.19% |
| Sortino | 2.65 |
| Best Year | 98.91% |
| Worst Year | -1.61% |
| Positive Months | 66.67% |
| Annualized Return (mean) | 29.60% |