Position in SAM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$146,403
+$106,314 QoQ
Shares Held
827
+375.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#215
of 329 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Arax Advisory Partners holds $2,250,327 across 7 Beverages - Brewers names. SAM ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAP |
Molson Coors Beverage Co
|
20,352 | $976,896 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
9,680 | $797,632 | |
| 3 | STZ |
Constellation Brands, Inc.
|
1,176 | $163,569 | |
| 4 | SAM |
Boston Beer Co Inc
This page
|
827 | $146,403 | |
| 5 | FMX |
Mexican Economic Development Inc
|
656 | $83,902 | |
| 6 | ABEV |
Ambev S.A.
|
25,046 | $78,644 | |
| 7 | CCU |
United Breweries Co Inc
|
293 | $3,281 |
All Filings in SAM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,403 | 827 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $40,089 | 174 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $390 | 2 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,091,366 | 9,892 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,568 | 134 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,031 | 42 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $88,794 | 296 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $31,516 | 109 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,745 | 9 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $2,337 | 6 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $16,182 | 50 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,148 | 50 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $19,423 | 50 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $25,255 | 50 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $25,487 | 50 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $51,040 | 50 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $49,714 | 50 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $44,168 | 50 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $26,832 | 50 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $18,378 | 50 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||