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BREWCorgi Coffee & Energy Drinks ETF

Grow my moneyNewRanked #1,605 of 3,014 in this goal

Seeks capital appreciation.

By Corgi Funds · Launched 2026

Annual Cost

0.35%

#1,655 of 5,913 · low cost

Fund Size

$2M

#5,533 of 5,913 · small

Return (1Y)Goal

+64.6%

Track Record

3 months

#5,437 of 5,913 · young

Performance

Total-return NAV · USD
Growth of $10,000
$7,195-28.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

Sector

Energy

Focus

General Innovation

What it actually holds

By weight

Concentration

Top 10 holdings = 75.1% of fundconcentrated

Coca-Cola CoKO
19.2%
Starbucks CorpSBUX
18.0%
Monster Beverage CorpMNST
5.9%
First American Government Obligs XFGXXX
5.3%
Keurig Dr Pepper IncKDP
4.8%
Zevia PBC Class AZVIA
4.7%
Celsius Holdings IncCELH
4.6%
Restaurant Brands International IncQSR.TO
4.5%
JM Smucker CoSJM
4.2%
PepsiCo IncPEP
4.1%

Asset allocation

Stocks
94.8%
Cash
5.3%

By sector

Consumer Defensive
60.4%
Consumer Cyclical
34.4%
Basic Materials
5.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
65.1%High

Year-on-year price swings

Max drawdown
-76.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.18Below average
Sortino (3Y)
-0.32Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio primarily invested in common stocks of U.S. and foreign companies involved in the coffee and energy drink value chain, including large-, mid-, small-, and micro-cap companies. Employs a bottom-up security selection process combining fundamental analysis with thematic and quantitative screening.
Inception date
May 5, 2026
Fund family
Corgi Funds

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Data updated on 2026-08-15