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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
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$6.25M -$623K 1 0.39% Reduced
577
PGIM
Pacific Global Investment Management
California
$6.14M +$32.1K 2 1.36% Increased
578
Legacy Private Trust
Legacy Private Trust
Wisconsin
$6.12M -$112K 1 0.55% Reduced
579
Park Avenue Securities
Park Avenue Securities
New York
$6.11M -$156K 5 0.11% Reduced
580
SHA
Seneca House Advisors
Virginia
$6.1M +$2.65M 1 3.37% Increased
581
WI
Wintrust Investments
Illinois
$6.09M +$8.06K 1 0.8% Increased
582
WCM
Weik Capital Management
Pennsylvania
$6.08M -$28.2K 3 2.84% Reduced
583
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$6.08M +$1.06M 2 0.04% Increased
584
WIC
WealthBridge Investment Counsel
Alberta, Canada
$6.08M +$227K 1 2.66% Increased
585
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$6.07M +$105K 3 1.47% Increased
586
Storebrand Asset Management
Storebrand Asset Management
Norway
$6.01M +$111K 5 0.03% Increased
587
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$6M +$528K 5 0.16% Increased
588
Addenda Capital
Addenda Capital
Quebec, Canada
$6M -$60.2K 2 0.26% Reduced
589
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$5.97M +$27.5K 1 0.6% Increased
590
RNC Capital Management
RNC Capital Management
California
$5.96M -$50.4K 2 0.33% Reduced
591
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$5.93M -$908K 2 1.1% Reduced
592
WDA
Wendell David Associates
New Hampshire
$5.93M -$34.7K 1 0.73% Reduced
593
SG Americas Securities
SG Americas Securities
New York
$5.87M -$1.97M 11 0.07% Reduced
594
KIC
Keating Investment Counselors
Florida
$5.87M +$22.3K 1 2.3% Increased
595
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$5.84M -$457K 10 0.1% Reduced
596
Nicholas Investment Partners
Nicholas Investment Partners
California
$5.82M -$3.54M 1 0.51% Reduced
597
LBP AM
LBP AM
France
$5.8M +$5.82M 2 0.17% New
598
MMBG Investment Advisors
MMBG Investment Advisors
Florida
$5.8M -$988K 2 0.77% Reduced
599
CIA
Covington Investment Advisors
Pennsylvania
$5.75M +$199K 1 1.37% Increased
600
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$5.73M +$347K 4 0.31% Increased