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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
701
WP
WealthPLAN Partners
Nebraska
$4.06M +$2.63M 2 0.61% Increased
702
3C
361 Capital
Colorado
$4.04M +$408K 1 0.72% Increased
703
Burney Company
Burney Company
Virginia
$4.03M -$85.3K 2 0.24% Reduced
704
MC
Miramar Capital
Illinois
$3.99M +$22.8K 1 2.82% Increased
705
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$3.98M -$30K 2 2.13% Reduced
706
SIM
Spark Investment Management
New York
$3.97M +$3.83M 1 0.28% New
707
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.97M -$226K 4 0.04% Reduced
708
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.96M +$23.8K 5 0.07% Increased
709
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$3.94M -$103K 8 0.14% Reduced
710
Coastline Trust
Coastline Trust
Rhode Island
$3.93M +$20.7K 2 0.57% Increased
711
HA
Hamel Associates
New Jersey
$3.93M $0 1 1.73% Maintained
712
Voleon Capital Management
Voleon Capital Management
California
$3.92M +$4.09M 1 0.22% New
713
Arden Trust
Arden Trust
Delaware
$3.91M +$246K 3 0.66% Increased
714
MCG
McCollum Christoferson Group
New York
$3.9M -$20.1K 1 1.38% Reduced
715
EVC
Eidelman Virant Capital
Missouri
$3.88M +$3.85M 1 2.05% New
716
HT
HAP Trading
New York
$3.87M +$3.8M 2 0.3% New
717
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$3.85M -$166K 5 0.19% Reduced
718
WhitTier Trust Company
WhitTier Trust Company
Nevada
$3.81M -$176K 7 0.27% Reduced
719
EAMA
EFG Asset Management (Americas)
Florida
$3.8M +$1.95M 1 1.08% Increased
720
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
$3.8M $0 2 0.09% Maintained
721
AIM
Allen Investment Management
New York
$3.79M -$3.18M 1 0.11% Reduced
722
RIM
Redpoint Investment Management
Australia
$3.79M -$151K 3 0.2% Reduced
723
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$3.78M -$1.82M 1 0.12% Reduced
724
Bourgeon Capital Management
Bourgeon Capital Management
Connecticut
$3.76M -$29.3K 1 2.18% Reduced
725
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$3.74M -$302K 3 0.46% Reduced