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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
$5.72M +$45.3K 2 1.7% Increased
602
Value Partners Investments
Value Partners Investments
Manitoba, Canada
$5.7M -$351K 1 0.5% Reduced
603
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$5.7M -$294K 6 0.14% Reduced
604
BCPE
Bain Capital Public Equity
Massachusetts
$5.68M +$5.86M 1 4.48% New
605
Washington Trust Advisors
Washington Trust Advisors
Massachusetts
$5.67M -$213K 3 0.62% Reduced
606
Ninety One (UK)
Ninety One (UK)
United Kingdom
$5.67M +$28.6K 2 0.02% Increased
607
Candriam SCA
Candriam SCA
Luxembourg
$5.66M -$3.56M 4 0.04% Reduced
608
Bryn Mawr Capital Management
Bryn Mawr Capital Management
Pennsylvania
$5.66M +$5.85M 1 0.61% New
609
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.65M +$112K 1 0.6% Increased
610
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
$5.62M +$1.39M 1 1.44% Increased
611
GHP Investment Advisors
GHP Investment Advisors
Colorado
$5.62M +$170K 4 0.38% Increased
612
NS Partners
NS Partners
United Kingdom
$5.61M +$39.7K 1 0.34% Increased
613
SC
Schulhoff & Co
Ohio
$5.61M -$97.4K 3 2.58% Reduced
614
Gamble Jones Investment Counsel
Gamble Jones Investment Counsel
California
$5.6M -$54.4K 1 0.42% Reduced
615
Maven Securities
Maven Securities
Jersey
$5.6M +$198K 1 0.13% Increased
616
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$5.57M -$1.9M 1 0.07% Reduced
617
Mattern Capital Management
Mattern Capital Management
Colorado
$5.56M +$28.4K 1 1.03% Increased
618
BFIC
Bedell Frazier Investment Counselling
California
$5.55M -$33K 1 1.45% Reduced
619
Toth Financial Advisory
Toth Financial Advisory
Virginia
$5.55M -$20.6K 2 0.9% Reduced
620
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$5.54M -$557K 7 0.23% Reduced
621
Synovus Financial
Synovus Financial
Georgia
$5.53M +$83K 2 0.06% Increased
622
CAM
Centre Asset Management
New York
$5.52M +$6.08M 1 1.46% New
623
Portland Global Advisors
Portland Global Advisors
Maine
$5.52M +$192K 1 1.02% Increased
624
Girard Partners
Girard Partners
Pennsylvania
$5.5M -$194K 1 0.62% Reduced
625
EIA
Eastover Investment Advisors
North Carolina
$5.5M +$49.6K 1 3.15% Increased