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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
CB
Cadence Bank
Mississippi
$9.6M +$165K 2 0.72% Increased
452
Curi RMB Capital
Curi RMB Capital
Illinois
$9.5M -$478K 2 0.23% Reduced
453
AssetMark Inc
AssetMark Inc
California
$9.5M +$1.48M 9 0.03% Increased
454
Utah Retirement Systems
Utah Retirement Systems
Utah
$9.47M -$642K 3 0.11% Reduced
455
TCOV
Trust Company of Vermont
Vermont
$9.43M -$235K 5 0.51% Reduced
456
MAI Capital Management
MAI Capital Management
Ohio
$9.38M -$6.39M 6 0.09% Reduced
457
Engineers Gate Manager
Engineers Gate Manager
New York
$9.28M +$4.8M 8 0.21% Increased
458
XTX Topco
XTX Topco
Cayman Islands
$9.26M +$7.92M 9 0.79% Increased
459
Swiss Life Asset Management
Swiss Life Asset Management
$9.2M +$4.11M 2 0.11% Increased
460
SCM
SKBA Capital Management
California
$9.18M +$1.24M 1 1.47% Increased
461
TBA
Tower Bridge Advisors
Pennsylvania
$9.18M -$92.7K 2 1.02% Reduced
462
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$9.15M +$75.8K 3 0.35% Increased
463
BZWA
Blue Zone Wealth Advisors
California
$9.13M -$48.7K 2 3.15% Reduced
464
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.13M +$342K 2 0.2% Increased
465
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$9.07M -$193K 3 0.11% Reduced
466
KCPG
Kavar Capital Partners Group
Kansas
$9.02M -$443K 2 1.63% Reduced
467
PP
Patten & Patten
Tennessee
$9.01M -$354K 1 0.63% Reduced
468
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$8.97M +$7.96M 3 0.21% Increased
469
CC
Cannell Capital
Wyoming
$8.94M +$3.85M 1 2.02% Increased
470
AP
Appleton Partners
Massachusetts
$8.89M +$347K 1 0.69% Increased
471
FBB
Fulton Breakefield Broenniman
Maryland
$8.86M -$524K 1 0.65% Reduced
472
LIM
Longfellow Investment Management
Massachusetts
$8.82M +$6.66M 3 2.21% Increased
473
Moran Wealth Management
Moran Wealth Management
Florida
$8.79M +$390K 2 0.29% Increased
474
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$8.79M -$1.06M 4 0.03% Reduced
475
SC
Sagil Capital
United Kingdom
$8.76M +$9.7M 1 4.5% New