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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
BEAM
Baker Ellis Asset Management
Washington
$6.82M +$68.5K 2 0.84% Increased
402
Bridgewater Associates
Bridgewater Associates
Connecticut
$6.79M +$1.33M 4 0.03% Increased
403
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$6.78M +$3.64M 3 0.18% Increased
404
SHC
SALT Holding Corp
Delaware
$6.77M +$7.28M 2 6.32% New
405
Maverick Capital
Maverick Capital
Texas
$6.74M +$7.16M 4 0.09% New
406
CIM
Coleford Investment Management
Canada
$6.65M -$118K 1 1.6% Reduced
407
M&T Bank
M&T Bank
New York
$6.64M -$886K 7 0.02% Reduced
408
LOPW
Live Oak Private Wealth
North Carolina
$6.63M +$536K 1 0.92% Increased
409
Erste Asset Management
Erste Asset Management
Austria
$6.62M -$13M 3 0.06% Reduced
410
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$6.52M +$6.9M 3 0.29% Increased
411
Oppenheimer & Co
Oppenheimer & Co
New York
$6.4M -$261K 6 0.08% Reduced
412
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$6.38M -$323K 5 0.07% Reduced
413
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$6.38M -$262K 9 0.04% Reduced
414
Callan Family Office
Callan Family Office
Pennsylvania
$6.36M -$1.03M 5 0.2% Reduced
415
GCM
Gibraltar Capital Management
Oklahoma
$6.34M -$16.4K 1 1.14% Reduced
416
CCM
Cohen Capital Management
California
$6.33M $0 1 0.99% Maintained
417
CM
Capital Management
Virginia
$6.32M +$1.91M 1 0.99% Increased
418
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$6.29M -$60.7M 2 0.03% Reduced
419
NewEdge Advisors
NewEdge Advisors
Louisiana
$6.28M -$144K 11 0.03% Reduced
420
UniSuper Management
UniSuper Management
Australia
$6.28M +$950K 3 0.04% Increased
421
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$6.25M -$587K 3 0.11% Reduced
422
SCA
Sage Capital Advisors
South Dakota
$6.22M +$31K 1 1.48% Increased
423
SummitTX Capital
SummitTX Capital
Texas
$6.19M -$1.96M 3 0.26% Reduced
424
Algert Global
Algert Global
California
$6.18M +$3.13M 2 0.1% Increased
425
Private Advisor Group
Private Advisor Group
New Jersey
$6.15M -$51.6K 7 0.03% Reduced