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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	NPF Norris Perne & French Grand Rapids, Michigan	$14.8M	+$1.17M	2	2.15%	Increased
402	TTWM TCV Trust & Wealth Management Richmond, Virginia	$14.6M	-$1.55M	3	2.1%	Reduced
403	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$14.6M	+$1.2M	3	0.52%	Increased
404	SFG Sather Financial Group Victoria, Texas	$14.6M	-$618K	2	3.41%	Reduced
405	Adams Diversified Equity Fund Baltimore, Maryland	$14.4M	+$14M	2	0.79%	New
406	B BP London, United Kingdom	$14.4M	-$3.23M	3	0.52%	Reduced
407	R.M. Davis Inc Portland, Maine	$14.4M	+$1.33M	3	0.57%	Increased
408	EULAV Asset Management Sarasota, Florida	$14.3M	-$617K	2	0.68%	Reduced
409	CRA Circle Road Advisors New York	$14.1M	+$6.77M	2	11.53%	Increased
410	AC Apertura Capital Dallas, Texas	$14.1M	+$13.7M	1	5.59%	New
411	Nomura Asset Management Tokyo, Japan	$14M	-$188K	3	0.15%	Reduced
412	MLICM Metropolitan Life Insurance Company (MetLife) New York	$14M	-$396K	6	0.2%	Reduced
413	LPT Legacy Private Trust Neenah, Wisconsin	$13.8M	-$813K	1	1.62%	Reduced
414	VCM Vigilant Capital Management Portland, Maine	$13.8M	+$1.14M	3	1.97%	Increased
415	Suntrust Banks Atlanta, Georgia	$13.8M	+$1.25M	6	0.08%	Increased
416	Voloridge Investment Management Jupiter, Florida	$13.6M	-$35.4M	3	0.32%	Reduced
417	WC Walthausen & Co Malta, New York	$13.4M	-$24.4K	1	1.32%	Reduced
418	Caption Management Oklahoma City, Oklahoma	$13.3M	+$13.1M	2	1.9%	New
419	Palisade Capital Management Fort Lee, New Jersey	$13.2M	+$2.31M	1	0.45%	Increased
420	Nicholas Company Milwaukee, Wisconsin	$13.2M	+$4.41K	1	0.3%	Increased
421	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$13.2M	-$1.57M	2	1.27%	Reduced
422	BPB Badgley, Phelps & Bell Seattle, Washington	$13.2M	+$394K	1	0.88%	Increased
423	AFIA America First Investment Advisors Omaha, Nebraska	$13.1M	+$72.6K	1	4.86%	Increased
424	Cambridge Investment Research Advisors Fairfield, Iowa	$13.1M	-$4.13M	6	0.15%	Reduced
425	Clark Capital Management Group Philadelphia, Pennsylvania	$13M	+$431K	1	0.41%	Increased