Position in SAM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,683
New position
Shares Held
66
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 329 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026BARRETT & COMPANY, INC. holds $12,378 across 2 Beverages - Brewers names. SAM ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAM |
Boston Beer Co Inc
This page
|
66 | $11,683 | |
| 2 | STZ |
Constellation Brands, Inc.
|
5 | $695 |
All Filings in SAM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,683 | 66 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||