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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
BFA
Benedict Financial Advisors
Georgia
$5.82M -$9.9K 2 1.62% Reduced
602
Geneos Wealth Management
Geneos Wealth Management
Colorado
$5.82M +$113K 9 0.22% Increased
603
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$5.81M +$1.5M 2 0.64% Increased
604
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$5.81M +$1.04M 4 0.32% Increased
605
People's United Financial
People's United Financial
Connecticut
$5.75M -$220K 4 0.13% Reduced
606
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$5.72M $0 1 0.22% Maintained
607
Contrarius Investment Management
Contrarius Investment Management
Jersey
$5.72M -$3.83M 1 0.29% Reduced
608
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$5.72M +$861K 5 0.33% Increased
609
LKIM
Lawson Kroeker Investment Management
Nebraska
$5.7M +$3.84K 2 1.89% Increased
610
PCM
Palouse Capital Management
Washington
$5.69M +$635 1 2.53% Increased
611
IHL
Investment House LLC
California
$5.68M +$4.07M 1 0.41% Increased
612
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$5.67M -$1.18M 1 0.35% Reduced
613
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$5.64M +$896K 3 1.45% Increased
614
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$5.64M +$23.5K 1 0.34% Increased
615
CCMD
Cypress Capital Management (Delaware)
Delaware
$5.57M $0 1 0.74% Maintained
616
Pathstone Family Office
Pathstone Family Office
New Jersey
$5.53M -$2.26M 5 0.16% Reduced
617
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$5.51M +$380K 2 0.13% Increased
618
Erste Asset Management
Erste Asset Management
Austria
$5.45M $0 2 0.11% Maintained
619
PGIM
Pacific Global Investment Management
California
$5.44M +$116K 2 1.1% Increased
620
Cambria Investment Management
Cambria Investment Management
California
$5.4M +$290K 2 0.99% Increased
621
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$5.4M +$69K 1 3.28% Increased
622
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$5.39M +$930K 5 0.37% Increased
623
Asset Advisors Investment Management
Asset Advisors Investment Management
Georgia
$5.39M -$252K 1 0.6% Reduced
624
PLFAM
Pineno Levin & Ford Asset Management
Virginia
$5.39M -$969 1 1.74% Reduced
625
Gibraltar Capital Management
Gibraltar Capital Management
Oklahoma
$5.37M +$197K 1 2.73% Increased