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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
CA
Callahan Advisors
Texas
$4.05M -$338K 3 0.34% Reduced
527
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$4.02M +$824K 5 0.05% Increased
528
OQS
Occudo Quantitative Strategies
Florida
$4M +$2.54M 4 0.49% Increased
529
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$3.99M -$730K 2 0.13% Reduced
530
KI
Kapitalo Investimentos
Brazil
$3.98M +$2.54M 1 0.74% Increased
531
Park Avenue Securities
Park Avenue Securities
New York
$3.95M -$336K 6 0.03% Reduced
532
BCFS
Butensky & Cohen Financial Security
Florida
$3.92M -$40.6K 1 1.09% Reduced
533
HBCM
Heron Bay Capital Management
Michigan
$3.87M -$282K 1 0.72% Reduced
534
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.87M -$3.34M 4 0.01% Reduced
535
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$3.85M -$608K 3 0.07% Reduced
536
TCCM
Timber Creek Capital Management
Massachusetts
$3.85M -$21.9K 1 0.93% Reduced
537
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$3.85M +$581K 3 0.06% Increased
538
OCM
Olstein Capital Management
New York
$3.84M +$4.53M 1 0.72% New
539
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$3.82M -$7.32M 5 0.02% Reduced
540
Grimes & Company
Grimes & Company
Massachusetts
$3.79M -$129K 2 0.09% Reduced
541
NP
NS Partners
United Kingdom
$3.79M -$3.34K 1 0.15% Reduced
542
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$3.77M +$328K 6 0.09% Increased
543
BWM
BCGM Wealth Management
Indiana
$3.74M +$1.35M 2 0.97% Increased
544
HIC
Harvey Investment Company
Kentucky
$3.74M $0 2 0.4% Maintained
545
Shelton Capital Management
Shelton Capital Management
Colorado
$3.74M -$201K 2 0.08% Reduced
546
MPM
Meritage Portfolio Management
Kansas
$3.74M -$60.1K 1 0.25% Reduced
547
BFA
Benedict Financial Advisors
Georgia
$3.73M +$62.7K 2 0.81% Increased
548
LCM
Lakewood Capital Management
New York
$3.7M +$2.15M 1 0.28% Increased
549
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$3.69M -$133K 3 0.05% Reduced
550
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$3.68M -$343K 5 0.05% Reduced