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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
451
FAB
First American Bank
Illinois
$11.4M +$638K 2 0.86% Increased
452
Xponance
Xponance
Pennsylvania
$11.3M +$575K 5 0.12% Increased
453
Private Advisor Group
Private Advisor Group
New Jersey
$11.3M -$714K 6 0.08% Reduced
454
Utah Retirement Systems
Utah Retirement Systems
Utah
$11.3M -$30.9K 3 0.13% Reduced
455
QRG Capital Management
QRG Capital Management
Illinois
$11.2M +$6.63M 5 0.14% Increased
456
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$11.2M -$354K 6 0.17% Reduced
457
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$11.1M +$1.79M 4 0.04% Increased
458
FBB
Fulton Breakefield Broenniman
Maryland
$11M -$130K 1 0.85% Reduced
459
Swedbank
Swedbank
Sweden
$11M +$1.11M 3 0.02% Increased
460
MC
Moors & Cabot
Massachusetts
$11M +$849 4 0.59% Increased
461
Avantax Advisory Services
Avantax Advisory Services
Texas
$10.9M +$427K 6 0.1% Increased
462
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$10.8M +$202K 2 0.08% Increased
463
SCM
SKBA Capital Management
California
$10.7M -$12.7K 1 1.67% Reduced
464
DAM
DLD Asset Management
New York
$10.6M +$10.9M 1 1.48% New
465
Pinnacle Associates
Pinnacle Associates
New York
$10.6M +$1.51M 2 0.17% Increased
466
EARNEST Partners
EARNEST Partners
Georgia
$10.6M -$4.42K 3 0.05% Reduced
467
TCOV
Trust Company of Vermont
Vermont
$10.6M -$390K 5 0.59% Reduced
468
TBA
Tower Bridge Advisors
Pennsylvania
$10.6M -$1.68M 2 1.08% Reduced
469
KCPG
Kavar Capital Partners Group
Kansas
$10.6M -$9.89M 2 1.95% Reduced
470
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$10.6M +$892K 4 0.41% Increased
471
Mizuho Markets Americas
Mizuho Markets Americas
New York
$10.5M +$6.75M 2 0.26% Increased
472
Advisors Capital Management
Advisors Capital Management
New Jersey
$10.5M -$7.52M 3 0.19% Reduced
473
BMCM
Bryn Mawr Capital Management
Pennsylvania
$10.4M +$672K 2 0.59% Increased
474
HCMT
Highland Capital Management (Tennessee)
Tennessee
$10.3M -$72.7K 3 0.59% Reduced
475
NCM
Narwhal Capital Management
Georgia
$10.3M +$338K 4 1% Increased