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BUDANYSEBeveragesFiscal year ends December 31

BUDA JUICE, INC.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$7.35−0.15 (-2.00%)

Close on Oct 19, 2026

Market cap
$94.62M
P/E (TTM)
36.7
Dividend yield
–

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions
3.1%
0M of 13M shares
Institutional holders
13
6 new, 2 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

HolderShares% of classFilingAs of
Bernard Lucien Nussbaumer2,904,86020.64%13G (passive)Jan 8, 2026
Bryan Herr2,644,46618.79%13G (passive)Jan 8, 2026
Horatio Lonsdale-Hands2,249,41715.98%13G (passive)Jan 8, 2026
Grow Funds, LLC.1,255,5479.00%13G (passive) amendmentJan 8, 2026

Top institutional holders

13F holdings as of Jun 30, 2026

HolderShares% of BUDAValueChange% of portfolio
Bard Associates Inc293,0612.33%$2.49M−2590.55%
Vanguard Capital Management LLC37,2710.30%$317.18K+3,9010.00%
Geode Capital Management, LLC23,2830.19%$198.14K–0.00%
Vanguard Fiduciary Trust Co16,4020.13%$139.58K–0.00%
BlackRock, Inc.12,0260.10%$102.34K+3,3010.00%
SOA Wealth Advisors, LLC.3,3310.03%$28.35KNew0.00%
Osaic Holdings, Inc.1,2000.01%$10.21KNew0.00%
UBS Group AG7040.01%$5.99KNew0.00%
Tower Research Capital LLC (TRC)5940.00%$5.06K+2530.00%
SRS Capital Advisors, Inc.2000.00%$1.70KNew0.00%
Morgan Stanley1110.00%$945–0.00%
Barclays PLC130.00%$111New0.00%
JPMorgan Chase & Co50.00%$45New0.00%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

QuarterHoldersShares held% of sharesNew / addedReduced / closedShares boughtShares sold
Q2 2026130M3.1%6 / 31 / 20M0M
Q1 202690M3.2%9 / 00 / 00M0M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

FundShares% of BUDAValue% of fundAs of
Vanguard Extended Market Index Fund33,3700.27%$283.98K0.00%Jun 30, 2026
Fidelity Extended Market Index Fund13,6590.11%$121.99K0.00%May 31, 2026
iShares Micro-Cap ETF11,1910.09%$95.24K0.01%Jun 30, 2026
Fidelity Series Total Market Index Fund3,6550.03%$32.64K0.00%May 31, 2026
Vanguard Total Stock Market Index Fund3,1630.03%$26.92K0.00%Jun 30, 2026
Fidelity Total Market Index Fund2,0030.02%$17.89K0.00%May 31, 2026
1290 VT Micro Cap Portfolio8350.01%$7.11K0.00%Jun 30, 2026
Victory Extended Market Index Fund4500.00%$3.50K0.00%Jul 31, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares owned% of sharesLatest filing
Horatio William Lonsdale-HandsChief Executive Officer, Director, 10% owner2,249,41717.90%Feb 20, 2026
Clint Lee BowersChief Financial Officer113,1000.90%Feb 20, 2026
Karen Dale Lonsdale-HandsVice President of Marketing47,1250.38%Feb 20, 2026
Bryan Clements HerrDirector, 10% owner2,644,46621.04%Feb 20, 2026
Robert D. BurrisDirector298,8612.38%Feb 20, 2026
Marie QuintanaDirector110,1220.88%Feb 20, 2026
Bernard Lucien NussbaumerDirector, 10% owner2,904,86023.12%Feb 20, 2026
Mohammad HayatDirector87,9670.70%Feb 20, 2026
Donald Wilson ShortDirector76,7890.61%Feb 20, 2026