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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
576
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$5.99M +$183K 6 0.16% Increased
577
MCM
Mattern Capital Management
Colorado
$5.98M +$359K 1 1.18% Increased
578
CA
Callahan Advisors
Texas
$5.95M +$32.1K 2 0.79% Increased
579
CIA
Covington Investment Advisors
Pennsylvania
$5.93M -$35.8K 1 1.5% Reduced
580
PGIM
Pacific Global Investment Management
California
$5.92M -$90.1K 2 1.39% Reduced
581
LSA
L & S Advisors
California
$5.91M +$6.17M 1 0.99% New
582
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$5.87M -$119K 4 0.27% Reduced
583
CCMD
Cypress Capital Management (Delaware)
Delaware
$5.87M -$9.73K 1 0.87% Reduced
584
BRWA
B. Riley Wealth Advisors
Florida
$5.87M -$456K 5 0.25% Reduced
585
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$5.86M +$45.9K 3 0.18% Increased
586
Swiss Life Asset Management
Swiss Life Asset Management
$5.84M +$5.3M 2 0.09% Increased
587
WIC
WealthBridge Investment Counsel
Alberta, Canada
$5.83M +$201K 1 2.96% Increased
588
WTA
Washington Trust Advisors
Massachusetts
$5.82M +$87.9K 3 0.51% Increased
589
CTA
Colonial Trust Advisors
South Carolina
$5.82M -$72.3K 1 0.82% Reduced
590
SCA
Sage Capital Advisors
South Dakota
$5.82M +$5.58K 1 2.78% Increased
591
MPM
Meritage Portfolio Management
Kansas
$5.81M +$96K 1 0.45% Increased
592
FA
FDx Advisors
Illinois
$5.76M -$1.61M 4 0.22% Reduced
593
SG
Stonnington Group
California
$5.76M +$1.84M 1 1.53% Increased
594
CIBC World Markets
CIBC World Markets
New York
$5.74M -$22.5M 4 0.05% Reduced
595
Winton Group
Winton Group
United Kingdom
$5.74M -$582K 5 0.3% Reduced
596
SIP
Scott Investment Partners
United Kingdom
$5.69M $0 1 3.78% Maintained
597
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$5.68M -$720K 2 0.22% Reduced
598
TC
TownSquare Capital
Utah
$5.67M +$337K 2 0.16% Increased
599
BFIC
Bedell Frazier Investment Counselling
California
$5.66M +$54.8K 1 1.74% Increased
600
HBCM
Heron Bay Capital Management
Michigan
$5.63M -$370K 2 3.42% Reduced