Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Thomas Russo
Thomas Russo (Gardner Russo & Quinn LLC): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 85 Positionen mit einem Gesamtwert von $8,9 Mrd. Wertentwicklung: 1 Jahr +11,69 %, 3 Jahre +69,28 %, 5 Jahre +86,85 %.
Thomas Russo
Gardner Russo & Quinn LLC
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $8,9 Mrd.
Größte Position Alphabet Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +11,69 %
Gesamtrendite · 3 Jahre +69,28 %
Gesamtrendite · 5 Jahre +86,85 %
85 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 GOOGAlphabet Inc | 12,07% | $1.076.977.046 | 3.048.077 | SOLD Q2 · 2026-9,0% · 302 Tsd. Stk. | ← | $344,41 | |
 BRK-BBerkshire Hathaway Inc Del | 12,01% | $1.072.353.200 | 1.432 | SOLD Q2 · 2026-1,9% · 28 Stk. | ← | $509,77 | |
 PMPhilip Morris Intl Inc | 9,18% | $819.675.318 | 4.530.846 | SOLD Q2 · 2026-1,6% · 74 Tsd. Stk. | ← | $188,62 | |
 MAMastercard Incorporated | 8,76% | $781.901.965 | 1.522.395 | SOLD Q2 · 2026-2,1% · 33 Tsd. Stk. | ← | $565,24 | |
N/A CFRHFCompagnie Financiere Richemont | 8,67% | $773.661.807 | 3.345.346 | SOLD Q2 · 2026-3,0% · 102 Tsd. Stk. | ← | $203,26 | |
N/A HKHHFHeineken Holding Nv | 7,61% | $679.639.647 | 8.905.683 | SOLD Q2 · 2026-2,2% · 196 Tsd. Stk. | ← | $77,60 | |
N/A NSRGYNestle S A Adr | 6,11% | $545.786.866 | 5.314.898 | SOLD Q2 · 2026-3,0% · 167 Tsd. Stk. | ← | $92,85 | |
BRK-BBerkshire Hathaway Inc Del | 6,05% | $540.102.952 | 1.079.364 | SOLD Q2 · 2026-2,8% · 31 Tsd. Stk. | ← | $509,77 | |
N/A SUNBSunbelt Rentals Holdings Inc | 4,94% | $441.216.288 | 5.897.825 | SOLD Q2 · 2026-2,5% · 151 Tsd. Stk. | ← | $73,59 | |
 NFLXNetflix Inc. | 4,57% | $407.700.283 | 5.710.088 | BUY Q2 · 2026+1,8% · 99 Tsd. Stk. | ← | $71,79 | |
 MLMMartin Marietta Matls Inc | 4,56% | $406.784.959 | 705.367 | SOLD Q2 · 2026-1,4% · 10 Tsd. Stk. | ← | $490,64 | |
 UBERUber Technologies Inc | 4,11% | $366.862.522 | 5.084.015 | SOLD Q2 · 2026-1,7% · 89 Tsd. Stk. | ← | $70,50 | |
N/A ERFSFEurofins Scientific Se | 3,60% | $320.909.414 | 4.094.034 | BUY Q2 · 2026+32,2% · 998 Tsd. Stk. | ← | $89,06 | |
 DASHDoordash Inc | 2,45% | $218.871.771 | 1.186.104 | BUY Q2 · 2026+18,5% · 185 Tsd. Stk. | ← | $192,94 | |
N/A PDRDFPernod Ricard | 1,92% | $171.675.469 | 2.351.360 | SOLD Q2 · 2026-5,2% · 128 Tsd. Stk. | ← | $70,00 | |
 CMCSAComcast Corp New | 0,60% | $53.854.350 | 2.193.660 | SOLD Q2 · 2026-2,6% · 59 Tsd. Stk. | ← | $22,74 | |
N/A BFBrown Forman Corp | 0,49% | $43.716.215 | 1.597.815 | SOLD Q2 · 2026-3,0% · 50 Tsd. Stk. | ← | – | |
 VVisa Inc | 0,34% | $29.936.661 | 87.256 | SOLD Q2 · 2026-7,0% · 7 Tsd. Stk. | ← | $368,29 | |
 XOMExxon Mobil Corp | 0,28% | $24.773.668 | 181.200 | NEW Q2 · 2026181 Tsd. Stk. | – | $163,54 | |
N/A BF-BBrown Forman Corp | 0,19% | $17.036.864 | 639.282 | SOLD Q2 · 2026-3,1% · 20 Tsd. Stk. | ← | $25,94 | |
N/A BUDFFAnheuser-Busch Inbev Sa | 0,16% | $14.229.766 | 171.294 | SOLD Q2 · 2026-6,9% · 13 Tsd. Stk. | ← | $78,46 | |
 MOAltria Group Inc | 0,12% | $10.692.017 | 148.603 | SOLD Q2 · 2026-9,6% · 16 Tsd. Stk. | ← | $69,52 | |
 CRCrane Company | 0,11% | $9.801.027 | 43.937 | SOLD Q2 · 2026-5,8% · 3 Tsd. Stk. | ← | $197,62 | |
 JPMJpmorgan Chase & Co | 0,09% | $8.091.270 | 24.719 | SOLD Q2 · 2026-83,4% · 124 Tsd. Stk. | ← | $349,67 | |
N/A MKLMarkel Corp | 0,09% | $8.329.588 | 4.265 | SOLD Q2 · 2026-13,9% · 689 Stk. | ← | $1.776,33 | |
 UNPUnion Pac Corp | 0,08% | $7.028.631 | 25.841 | SOLD Q2 · 2026-6,5% · 2 Tsd. Stk. | ← | $279,37 | |
 DOVDover Corp | 0,05% | $4.227.902 | 18.851 | SOLD Q2 · 2026-1,4% · 275 Stk. | ← | $187,42 | |
 GOOGLAlphabet Inc | 0,04% | $3.971.810 | 11.114 | SOLD Q2 · 2026-4,3% · 496 Stk. | ← | $349,54 | |
 COSTCostco Whsl Corp New | 0,04% | $3.179.709 | 3.399 | SOLD Q2 · 2026-26,5% · 1 Tsd. Stk. | ← | $895,31 | |
 ABBVAbbvie Inc | 0,03% | $3.122.852 | 12.410 | – | SOLD Q4 · 2024-0,8% · 100 Stk. | $263,96 | |
 WRBYWarby Parker Inc | 0,03% | $2.427.200 | 80.000 | – | BUY Q1 · 2026+23,1% · 15 Tsd. Stk. | $22,50 | |
N/A AKBLFAlk Abello A/S | 0,02% | $1.979.596 | 53.000 | BUY Q2 · 2026+6,0% · 3 Tsd. Stk. | ← | $32,47 | |
 AXPAmerican Express Co | 0,02% | $1.733.531 | 5.125 | SOLD Q2 · 2026-21,0% · 1 Tsd. Stk. | ← | $311,56 | |
N/A N/ADe&Apos;Longhi | 0,02% | $1.813.134 | 42.700 | BUY Q2 · 2026+9,5% · 4 Tsd. Stk. | ← | – | |
N/A WILLFDemant A/S | 0,02% | $1.681.890 | 41.000 | – | BUY Q2 · 2025+1,9% · 750 Stk. | $45,55 | |
N/A FLMNFFielmann | 0,02% | $1.614.797 | 33.000 | – | BUY Q1 · 2026+28,4% · 7 Tsd. Stk. | $50,75 | |
N/A FLUIFFluidra | 0,02% | $1.584.614 | 70.000 | – | BUY Q1 · 2026+18,6% · 11 Tsd. Stk. | $22,51 | |
N/A KNCRFKonecranes | 0,02% | $1.613.425 | 52.500 | – | BUY Q1 · 2026+184,6% · 34 Tsd. Stk. | $30,29 | |
 LEVILevi Strauss & Co New | 0,02% | $2.078.892 | 83.725 | BUY Q2 · 2026+1,2% · 1 Tsd. Stk. | ← | $19,82 | |
N/A COCXFLindt & Spruengli Ag - Reg | 0,02% | $1.785.161 | 15 | – | SOLD Q2 · 2025-6,3% · 1 Stk. | $142.302,63 | |
N/A LRLCFLoreal Sa | 0,02% | $1.625.113 | 3.705 | – | SOLD Q4 · 2025-8,5% · 345 Stk. | $449,59 | |
N/A LTSSFLotus Bakeries | 0,02% | $1.527.792 | 115 | – | SOLD Q2 · 2025-11,5% · 15 Stk. | $14.266,56 | |
 MKCMccormick & Co Inc | 0,02% | $1.915.002 | 37.981 | SOLD Q2 · 2026-1,6% · 600 Stk. | ← | $48,72 | |
N/A RAAGBXRational Ag | 0,02% | $1.611.024 | 2.200 | – | BUY Q1 · 2026+125,6% · 1 Tsd. Stk. | – | |
N/A SSPPFSsp Group | 0,02% | $1.743.874 | 700.000 | – | BUY Q1 · 2026+6,1% · 40 Tsd. Stk. | $2,54 | |
 VMCVulcan Matls Co | 0,02% | $2.142.658 | 7.263 | – | SOLD Q1 · 2026-8,2% · 649 Stk. | $240,83 | |
 ABTAbbott Laboratories | 0,01% | $1.044.417 | 11.510 | – | SOLD Q2 · 2024-0,9% · 100 Stk. | $102,61 | |
 AAPLApple Inc | 0,01% | $1.331.345 | 4.601 | SOLD Q2 · 2026-3,2% · 150 Stk. | ← | $336,13 | |
N/A CABJFCarlsberg B A/S | 0,01% | $1.328.184 | 10.135 | BUY Q2 · 2026+2,7% · 263 Stk. | ← | $128,92 | |
 KOCoca Cola Co | 0,01% | $1.003.685 | 12.350 | SOLD Q2 · 2026-5,2% · 675 Stk. | ← | $88,25 |
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