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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
326
WC
Whitney & Co
New York
$17M +$1.24M 1 2.7% Increased
327
WesBanco Bank
WesBanco Bank
West Virginia
$16.9M +$375K 1 0.73% Increased
328
AWM
Absher Wealth Management
North Carolina
$16.8M +$4.92M 2 2.91% Increased
329
TTWM
TCV Trust & Wealth Management
Virginia
$16.8M +$51.4K 3 1.87% Increased
330
SFG
Sather Financial Group
Texas
$16.8M -$1.14M 3 1.46% Reduced
331
AMG National Trust Bank
AMG National Trust Bank
Colorado
$16.7M -$3.96M 2 0.58% Reduced
332
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.7M -$650K 8 0.08% Reduced
333
CAC
Core Alternative Capital
Georgia
$16.7M -$1.15M 4 2.23% Reduced
334
FFA
First Foundation Advisors
California
$16.4M +$13.6M 2 0.75% Increased
335
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$16.4M +$1.14M 2 0.19% Increased
336
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$16.3M +$660K 5 0.3% Increased
337
TPSF
Texas Permanent School Fund
Texas
$16.2M +$4.9M 5 0.16% Increased
338
LCS
Levin Capital Strategies
New York
$16.2M -$234K 1 2.01% Reduced
339
GG
Greenwood Gearhart
Arkansas
$16.2M +$649K 1 2.06% Increased
340
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16.1M -$1.33M 4 0.04% Reduced
341
SC
Sasco Capital
Connecticut
$15.9M $0 1 1.96% Maintained
342
Churchill Management
Churchill Management
California
$15.9M -$205K 1 0.32% Reduced
343
Chilton Capital Management
Chilton Capital Management
Texas
$15.6M +$372K 3 0.9% Increased
344
Gradient Investments
Gradient Investments
Minnesota
$15.5M +$14.8M 6 0.42% Increased
345
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$15.5M +$3.78M 2 0.21% Increased
346
HR
Howe & Rusling
New York
$15.4M +$1.07M 3 1.84% Increased
347
Natixis
Natixis
France
$15.3M +$5.82M 5 0.14% Increased
348
GGS
Galvin Gaustad & Stein
Arizona
$15.3M -$475K 1 1.51% Reduced
349
TNB
Thomasville National Bank
Georgia
$15.2M +$159K 1 1.57% Increased
350
Lido Advisors
Lido Advisors
California
$15M +$4.19M 5 0.15% Increased