Horizon Investments, LLC

Position in SAM — Boston Beer Co Inc

CIK 1560717 Charlotte, NC

Position in SAM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$58,596

-$1,327,029 QoQ

Shares Held

331

-94.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#226

of 329 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Horizon Investments, LLC holds $2,760,164 across 5 Beverages - Brewers names. SAM ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STZ	Constellation Brands, Inc.	11,302	$1,571,995
2	BUD	Anheuser-Busch InBev SA/NV	9,662	$796,148
3	TAP	Molson Coors Beverage Co	6,937	$332,976
4	SAM	Boston Beer Co Inc This page	331	$58,596
5	ABEV	Ambev S.A.	143	$449

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,596	331	-94.5%	Shares	Sole	2026-08-13
2026-03-31	$1,385,625	6,014	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.