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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
351
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$17M -$947K 5 0.18% Reduced
352
TTWM
TCV Trust & Wealth Management
Virginia
$16.9M -$357 3 1.8% Reduced
353
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$16.9M -$301K 4 0.29% Reduced
354
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.8M -$139K 8 0.08% Reduced
355
WesBanco Bank
WesBanco Bank
West Virginia
$16.7M -$1.54M 1 0.7% Reduced
356
HR
Howe & Rusling
New York
$16.7M -$44.4K 3 1.87% Reduced
357
Gradient Investments
Gradient Investments
Minnesota
$16.7M -$221K 8 0.43% Reduced
358
AFIA
America First Investment Advisors
Nebraska
$16.5M +$63.6K 1 4.43% Increased
359
PDM
Penn Davis McFarland
Texas
$16.5M +$461K 1 2.93% Increased
360
Brookfield Corp
Brookfield Corp
Ontario, Canada
$16.4M +$7.5M 1 0.06% Increased
361
Lido Advisors
Lido Advisors
California
$16.1M +$80.1K 5 0.12% Increased
362
Stephens Inc
Stephens Inc
Arkansas
$16.1M +$416K 8 0.29% Increased
363
AFCM
Applied Finance Capital Management
Puerto Rico
$16.1M +$2.11M 1 1.82% Increased
364
OFI Invest Asset Management
OFI Invest Asset Management
France
$16M +$15.3M 1 0.64% New
365
GG
Greenwood Gearhart
Arkansas
$15.9M +$444K 1 1.85% Increased
366
GGS
Galvin Gaustad & Stein
Arizona
$15.6M -$289K 1 1.51% Reduced
367
LCS
Levin Capital Strategies
New York
$15.5M -$3.57K 1 1.76% Reduced
368
Xponance
Xponance
Pennsylvania
$15.5M +$4.31M 5 0.21% Increased
369
SCA
Stonebridge Capital Advisors
Minnesota
$15.4M +$389K 4 1.64% Increased
370
FFA
First Foundation Advisors
California
$15.4M -$393K 2 0.67% Reduced
371
MML Investors Services
MML Investors Services
Massachusetts
$15.3M +$2.9M 8 0.08% Increased
372
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$15.1M -$360K 5 0.18% Reduced
373
Atria Investments
Atria Investments
North Carolina
$15M +$192K 4 0.27% Increased
374
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$15M -$3.52M 1 0.3% Reduced
375
Kestra Advisory Services
Kestra Advisory Services
Texas
$15M +$1.08M 7 0.15% Increased