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Thomas Russo - Gardner Russo & Quinn Holdings – 2026 Q1

Explore the latest portfolio disclosure for Thomas Russo - Gardner Russo & Quinn, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.

The latest 2026 Q1 filing shows that Thomas Russo - Gardner Russo & Quinn maintains its largest exposure in Non-U.S. Assets, which represents approximately 26.25% of the portfolio. This sector forms the core of Thomas Russo - Gardner Russo & Quinn's investment stance during this reporting period.

Additional major allocations include Unknown (about 19.32%) and Technology (approximately 15.76%) , reflecting how Thomas Russo - Gardner Russo & Quinn diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Thomas Russo - Gardner Russo & Quinn's positioning and conviction areas for the 2026 Q1 quarter.

Breakdown by Sector

Non-U.S. Assets
26.2%
Unknown
19.3%
Technology
15.8%
Financial Services
10.0%
Consumer Defensive
9.2%
Communication Services
8.9%
Basic Materials
5.0%
Unclassified Sector
4.9%
Energy
0.4%
Industrials
0.1%
Healthcare
0.1%
Consumer Cyclical
0.0%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
UNP 27,638 $242.64 Increased 10.62% 0.08% $6.71M 2026 Q1
COST 4,624 $996.32 No Change No Change 0.05% $4.61M 2026 Q1
DOV 19,126 $208.46 Reduced -2.05% 0.05% $3.99M 2026 Q1
GOOGL 11,610 $287.6 Reduced -22.16% 0.04% $3.34M 2026 Q1
ABBV 12,410 $217.49 No Change No Change 0.03% $2.7M 2026 Q1
COCXF 15 $142133.33 No Change No Change 0.03% $2.13M 2026 Q1
VMC 7,263 $272.34 Reduced -8.20% 0.02% $1.98M 2026 Q1
AXP 6,485 $302.54 Reduced -46.67% 0.02% $1.96M 2026 Q1
MKC 38,581 $50.44 Reduced -5.13% 0.02% $1.95M 2026 Q1
KNCRF 52,500 $32.19 Increased 184.55% 0.02% $1.69M 2026 Q1
WRBY 80,000 $21.08 Increased 23.08% 0.02% $1.69M 2026 Q1
FLMNF 33,000 $50.18 Increased 28.40% 0.02% $1.66M 2026 Q1
SSPPF 700,000 $2.31 Increased 6.06% 0.02% $1.62M 2026 Q1
FLUIF 70,000 $22.79 Increased 18.64% 0.02% $1.6M 2026 Q1
RTLLF 2,200 $716.82 Increased 125.64% 0.02% $1.58M 2026 Q1
AKBLF 50,000 $31.18 Increased 42.86% 0.02% $1.56M 2026 Q1
LEVI 82,725 $18.5 Increased 73.34% 0.02% $1.53M 2026 Q1
LRLCF 3,705 $402.43 No Change No Change 0.02% $1.49M 2026 Q1
PEP 9,205 $155.24 Reduced -6.01% 0.02% $1.43M 2026 Q1
DVDCF 202,013 $7.06 Reduced -16.56% 0.02% $1.43M 2026 Q1
KMROF 27,000 $49.96 Increased 12.50% 0.02% $1.35M 2026 Q1
DLG.MI 39,000 $34.54 Increased 10.64% 0.02% $1.35M 2026 Q1
PG 9,229 $144.44 Reduced -22.78% 0.02% $1.33M 2026 Q1
PUIGF 68,000 $19.46 No Change No Change 0.02% $1.32M 2026 Q1
MSFT 3,544 $370.2 Reduced -4.35% 0.02% $1.31M 2026 Q1
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