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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
526
SCM
Stamina Capital Management
New York
$6.18M +$5.53M 1 1.76% New
527
Calamos Wealth Management
Calamos Wealth Management
Illinois
$6.17M +$1.7M 1 0.71% Increased
528
HP
Hikari Power
Japan
$6.09M $0 1 0.77% Maintained
529
AssetMark Inc
AssetMark Inc
California
$6.08M -$7.07M 4 0.04% Reduced
530
Pathstone Family Office
Pathstone Family Office
New Jersey
$6M -$6.15K 6 0.65% Reduced
531
PTC
Private Trust Company
Ohio
$6M -$312K 5 1.16% Reduced
532
Ancora Advisors
Ancora Advisors
Ohio
$6M -$8.48M 6 0.24% Reduced
533
LBD
Landsberg Bennett & Dubbaneh
Florida
$5.97M +$4.11M 3 1.04% Increased
534
QS Investors
QS Investors
New York
$5.96M -$3.72M 4 0.08% Reduced
535
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.96M -$371K 6 0.07% Reduced
536
LKIM
Lawson Kroeker Investment Management
Nebraska
$5.96M -$40.1K 2 2.66% Reduced
537
CA
Cullinan Associates
Kentucky
$5.87M -$236K 2 0.38% Reduced
538
UR
USCA RIA
Texas
$5.86M +$692K 2 0.46% Increased
539
CI
Centerstone Investors
New York
$5.86M -$144K 1 5.98% Reduced
540
CSPIA
Cary Street Partners Investment Advisory
Virginia
$5.86M +$5.73M 6 1.24% New
541
ICP
Indus Capital Partners
New York
$5.85M +$492K 1 0.87% Increased
542
WCM
Weik Capital Management
Pennsylvania
$5.85M -$104K 3 2.86% Reduced
543
People's United Financial
People's United Financial
Connecticut
$5.85M +$792K 4 0.16% Increased
544
GAM
Garrison Asset Management
Arkansas
$5.84M -$29.4K 2 3.08% Reduced
545
Avantax Advisory Services
Avantax Advisory Services
Texas
$5.83M +$3.47M 3 0.09% Increased
546
WBC
Westpac Banking Corp
Australia
$5.79M +$578K 3 0.08% Increased
547
TC
Telemus Capital
Michigan
$5.78M +$38.4K 2 0.42% Increased
548
CA
Callahan Advisors
Texas
$5.77M -$115K 2 0.94% Reduced
549
Commerce Bank
Commerce Bank
Missouri
$5.76M -$1.16M 5 0.05% Reduced
550
FPFS
First Personal Financial Services
North Carolina
$5.72M +$67.1K 5 1.82% Increased