Tom Russo's top holdings (September 2025) include Alphabet Inc (GOOG), a multinational technology conglomerate.

Tom Russo serves as a Managing Partner at Gardner Russo & Gardner. His investment approach typically focuses on a concentrated portfolio, often comprising global companies with established brands, particularly within the consumer product sector. He emphasizes a long-term perspective in his investment decisions.

Alphabet Inc (GOOG)

Alphabet Inc is a global technology conglomerate known for its diverse portfolio, including Google Search, Android, YouTube, and its cloud computing services. The company plays a significant role in internet-related services and products, artificial intelligence, and autonomous vehicles.
This holding in Tom Russo's portfolio is currently worth $1.09B. The company, with a market capitalization of $2.58T, has an analyst price target of $208.33. Its discounted cash flow analysis indicates a value of $276.45 per share.
Here's an overview of Tom Russo's trades in Alphabet Inc:
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Mastercard Incorporated (MA)

Mastercard Incorporated is a global technology company in the payments industry, connecting consumers, financial institutions, merchants, governments, and businesses worldwide. It facilitates electronic funds transfers through its Mastercard-branded credit, debit, and prepaid cards.
Mastercard Incorporated has a market capitalization of $534.14B. Tom Russo's position in the company is currently valued at $1.0B. Analysts have assigned a price target of $635.5, while a discounted cash flow assessment suggests a value of $401.17.
Here's an overview of Tom Russo's trades in Mastercard Incorporated:
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Berkshire Hathaway Inc. (BRK.A)

Berkshire Hathaway Inc. is a diversified holding company with a broad range of subsidiaries involved in various sectors, including insurance, manufacturing, utilities, and retail. The company's operations span a wide array of industries, from confectionery to railroads.
The current value of Tom Russo's position in Berkshire Hathaway is $992.87M. A discounted cash flow analysis for the company shows a value of $686.56K.
Here's an overview of Tom Russo's trades in Berkshire Hathaway Inc.:
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Philip Morris International Inc (PM)

Philip Morris International Inc is a leading international tobacco company, primarily engaged in the manufacturing and sale of cigarettes and other nicotine-containing products. The company operates in markets outside of the United States, focusing on both conventional and reduced-risk products.
Philip Morris International holds a market capitalization of $260.15B. Tom Russo's holding in this company is presently valued at $814.48M. Analysts project a price target of $181.0 for the company, and its discounted cash flow estimate is $235.88.
Here's an overview of Tom Russo's trades in Philip Morris International Inc:
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Netflix Inc. (NFLX)

Netflix Inc. is a global streaming entertainment service, offering a vast library of TV shows, movies, documentaries, and mobile games. The company provides content across numerous genres and languages to subscribers worldwide, available on various internet-connected devices.
The streaming giant boasts a market cap of $513.42B. The position in Tom Russo's portfolio is currently worth $655.28M. An analyst price target for Netflix stands at $1.36K, with a discounted cash flow valuation pointing to $164.1.
Here's an overview of Tom Russo's trades in Netflix Inc.:
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