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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
401
Martingale Asset Management
Martingale Asset Management
Massachusetts
$10.3M +$2.78M 4 0.35% Increased
402
Evercore Wealth Management
Evercore Wealth Management
New York
$10.2M -$931K 6 0.57% Reduced
403
RMA
Roffman Miller Associates
Pennsylvania
$10.2M +$409K 1 2.26% Increased
404
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$10.2M -$456K 3 1.48% Reduced
405
Baird
Baird
Wisconsin
$10.1M +$96.7K 5 0.15% Increased
406
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$9.97M +$74.1K 3 0.23% Increased
407
DM
Delphi Management
Massachusetts
$9.93M +$5.61K 1 1.08% Increased
408
TU
TDAM USA
Ontario, Canada
$9.88M -$440K 3 0.43% Reduced
409
HR
Howe & Rusling
New York
$9.85M +$426K 3 2.41% Increased
410
Colony Group
Colony Group
Massachusetts
$9.67M -$49.3K 4 1.3% Reduced
411
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$9.66M -$10.6M 4 0.08% Reduced
412
TGI
Tradewinds Global Investors
California
$9.5M -$10.6M 1 0.24% Reduced
413
Busey Bank
Busey Bank
Illinois
$9.49M +$98.5K 1 1.44% Increased
414
Suntrust Banks
Suntrust Banks
Georgia
$9.2M +$2.06M 6 0.03% Increased
415
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.15M +$21.9K 3 0.18% Increased
416
DCM
Destrier Capital Management
New York
$9.14M -$3.58M 1 4.51% Reduced
417
RFA
Reilly Financial Advisors
California
$9.12M +$318K 5 2.18% Increased
418
LPC
Loeb Partners Corp
New York
$9.12M -$461K 1 3.06% Reduced
419
Jefferies Group
Jefferies Group
New York
$9.11M -$17.7M 4 0.09% Reduced
420
HIM
HughesLittle Investment Management
$9.11M +$1.35M 1 7.47% Increased
421
AAM
Archipel Asset Management
Sweden
$9.1M +$690K 1 2.35% Increased
422
IRF
IBM Retirement Fund
New York
$8.95M -$4.6M 3 0.18% Reduced
423
1919 Investment Counsel
1919 Investment Counsel
Maryland
$8.84M +$35.9K 5 0.18% Increased
424
BOK Financial
BOK Financial
Oklahoma
$8.82M -$2.91M 6 0.29% Reduced
425
MMCM
Marque Millennium Capital Management
New York
$8.8M $0 1 3.7% Maintained