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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
551
HEIP
Hudson Edge Investment Partners
New Jersey
$6.36M -$18.1K 1 1.79% Reduced
552
RCC
Red Cedar Capital
Nebraska
$6.35M -$477K 4 5.23% Reduced
553
ZCA
Zeke Capital Advisors
Pennsylvania
$6.34M -$116K 4 0.56% Reduced
554
SAM
Securian Asset Management
Minnesota
$6.31M +$52.4K 4 0.14% Increased
555
Jones Financial Companies
Jones Financial Companies
Missouri
$6.24M -$177K 1 0.01% Reduced
556
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$6.24M +$140K 5 0.08% Increased
557
Eagle Global Advisors
Eagle Global Advisors
Texas
$6.22M -$496K 3 0.27% Reduced
558
HA
Halsey Associates
Connecticut
$6.16M +$104K 2 0.98% Increased
559
PGIM
Pacific Global Investment Management
California
$6.12M +$538K 1 1.43% Increased
560
Coatue Management
Coatue Management
New York
$6.12M +$2.6M 5 0.05% Increased
561
PP
PDT Partners
New York
$6.12M -$93.8K 1 0.36% Reduced
562
RIM
Rampart Investment Management
Connecticut
$6.11M +$4.98M 3 0.76% Increased
563
ELI
Empire Life Investments
Ontario, Canada
$6.11M -$11.9M 1 0.51% Reduced
564
CWA Asset Management Group
CWA Asset Management Group
Florida
$6.1M +$493K 1 0.98% Increased
565
OGC
Oak Grove Capital
New Hampshire
$6.1M -$1.52M 1 2.65% Reduced
566
PTC
Private Trust Company
Ohio
$6.02M -$127K 5 1.19% Reduced
567
CA
Cullinan Associates
Kentucky
$6.02M -$69.7K 2 0.43% Reduced
568
CA
Callahan Advisors
Texas
$6.01M +$20.9K 1 1.05% Increased
569
LWS
Lucia Wealth Services
California
$6M -$277K 1 2% Reduced
570
MML Investors Services
MML Investors Services
Massachusetts
$5.92M -$1.72M 5 0.1% Reduced
571
IHL
Investment House LLC
California
$5.91M +$482K 1 0.6% Increased
572
CC
Cognios Capital
Kansas
$5.9M +$1.22M 3 2.17% Increased
573
PAI
Pittenger & Anderson Inc
Nebraska
$5.9M +$93.4K 3 0.43% Increased
574
PL
Parkwood LLC
Ohio
$5.88M -$511K 1 1.19% Reduced
575
Laurion Capital Management
Laurion Capital Management
New York
$5.88M +$2.4M 3 0.04% Increased