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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
601
CWA
Constellation Wealth Advisors
New York
$4.19M -$487K 1 0.39% Reduced
602
QI
Qualcomm Inc
California
$4.13M $0 2 0.29% Maintained
603
CTA
Colonial Trust Advisors
South Carolina
$4.13M -$195K 1 1.28% Reduced
604
CCB
Cutter & Co Brokerage
Missouri
$4.12M -$75.7K 2 1.59% Reduced
605
TPCM
Three Peaks Capital Management
Colorado
$4.12M +$677K 1 2.31% Increased
606
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$4.06M +$243K 6 0.65% Increased
607
VV
Verity & Verity
South Carolina
$4.06M +$102K 1 2.03% Increased
608
NGA
Naples Global Advisors
Florida
$4.05M +$103K 4 2.39% Increased
609
KBC Group
KBC Group
Belgium
$4.04M -$14.5M 4 0.14% Reduced
610
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$4.03M -$103K 4 0.19% Reduced
611
BST
Bath Savings Trust
Maine
$4.03M -$4.58K 1 1.52% Reduced
612
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$4.03M -$987K 3 0.22% Reduced
613
BPB
Badgley, Phelps & Bell
Washington
$4.03M +$54.5K 1 0.4% Increased
614
Financial Engines Advisors
Financial Engines Advisors
California
$4.02M +$419K 1 3.1% Increased
615
TCTC Holdings
TCTC Holdings
Texas
$4.01M +$4.21M 1 0.23% New
616
Stephens Inc
Stephens Inc
Arkansas
$4.01M +$1.34M 2 0.2% Increased
617
SM
Stratton Management
Pennsylvania
$3.98M -$622K 1 0.18% Reduced
618
Twin Tree Management
Twin Tree Management
Texas
$3.98M +$843K 2 0.11% Increased
619
HKIM
Hayek Kallen Investment Management
Alabama
$3.97M -$955K 1 3.02% Reduced
620
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.96M -$2.11M 5 0.03% Reduced
621
SCM
Stevens Capital Management
Pennsylvania
$3.94M -$478K 5 0.12% Reduced
622
RC
Roundview Capital
New Jersey
$3.93M +$2.3M 1 1.77% Increased
623
DIA
Denver Investment Advisors
Colorado
$3.93M -$97.9K 2 0.13% Reduced
624
HJA
Hugh Johnson Advisors
New York
$3.93M +$123K 2 1.4% Increased
625
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$3.88M $0 1 0.09% Maintained