Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
GARDNER RUSSO & QUINN LLC manages $9.3B across 87 positions as of Q4 2025. Top holdings: GOOG (13.3%), BRK/A (12.1%), MA (9.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Added 5 new positions, exited 3, increased 17, trimmed 31. Top move: NFLX (INCREASED, conviction 98). Portfolio: $9.3B across 87 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile