HOWE & RUSLING INC

Position in CELH — Celsius Holdings, Inc.

CIK 769963 ROCHESTER, NY

Position in CELH

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,124,468

-$18,499 QoQ

Shares Held

175,016

+20.7% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#95

of 536 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Consumer Defensive · as of Jun 30, 2026

HOWE & RUSLING INC holds $35,306,131 across 3 Beverages - Non-Alcoholic names. CELH ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	201,373	$16,365,583
2	PEP	Pepsico Inc	102,039	$13,816,080
3	CELH	Celsius Holdings, Inc. This page	175,016	$5,124,468

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,124,468	175,016	+20.7%	Shares	Sole	2026-08-10
2026-03-31	$5,142,967	144,954	+3.6%	Shares	Sole	2026-04-28
2025-12-31	$6,398,660	139,892	+46.1%	Shares	Sole	2026-02-17
2025-09-30	$5,504,839	95,753	-11.3%	Shares	Sole	2025-11-05
2025-06-30	$5,010,537	108,009	+24.3%	Shares	Sole	2025-08-12
2025-03-31	$3,095,734	86,910	—	Shares	Sole	2025-06-17
No filing history on record for this holder in this stock.