Position in SAM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$251,736
+$19,106 QoQ
Shares Held
1,422
+46.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#189
of 329 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAM Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026HOWE & RUSLING INC holds $930,077 across 2 Beverages - Brewers names. SAM ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
4,877 | $678,341 | |
| 2 | SAM |
Boston Beer Co Inc
This page
|
1,422 | $251,736 |
All Filings in SAM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,736 | 1,422 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $232,630 | 974 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $311,979 | 1,040 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $300,705 | 1,040 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $347,451 | 1,139 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $346,734 | 1,139 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $274,052 | 793 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $329,152 | 845 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $272,044 | 882 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $270,191 | 822 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $270,865 | 822 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $225,260 | 696 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $143,910 | 475 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $3,219 | 6 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||