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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
726
Burney Company
Burney Company
Virginia
$4.31M +$101K 1 0.16% Increased
727
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$4.31M +$257K 3 0.08% Increased
728
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$4.3M +$447K 3 0.13% Increased
729
Bahl & Gaynor
Bahl & Gaynor
Ohio
$4.29M -$59.3K 3 0.02% Reduced
730
Credit Agricole
Credit Agricole
France
$4.29M +$2.21M 5 0.05% Increased
731
Fulton Bank
Fulton Bank
Pennsylvania
$4.28M -$121K 1 0.18% Reduced
732
TPA
Trivium Point Advisory
Connecticut
$4.27M +$136K 1 0.92% Increased
733
Level Four Advisory Services
Level Four Advisory Services
Texas
$4.26M +$214K 3 0.23% Increased
734
Kennedy Capital Management
Kennedy Capital Management
Missouri
$4.26M +$1.22M 1 0.09% Increased
735
SHGA
Sand Hill Global Advisors
California
$4.26M -$20.2K 1 0.2% Reduced
736
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$4.25M -$4.73M 15 0.1% Reduced
737
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$4.23M -$194K 3 0.15% Reduced
738
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$4.23M +$610K 4 0.02% Increased
739
ATC
Argent Trust Co
Tennessee
$4.22M +$1.39M 3 0.19% Increased
740
WIM
Weitz Investment Management
Nebraska
$4.21M +$1.14M 1 0.21% Increased
741
PI
Parkside Investments
Illinois
$4.21M -$1.49M 1 0.67% Reduced
742
OHIS
Oak Harvest Investment Services
Texas
$4.19M -$639K 1 0.68% Reduced
743
KIG
Kennedy Investment Group
New Jersey
$4.18M +$82.5K 2 2.23% Increased
744
SC
Schulhoff & Co
Ohio
$4.17M -$20.5K 3 1.83% Reduced
745
Fiduciary Trust
Fiduciary Trust
Massachusetts
$4.16M -$85.6K 2 0.06% Reduced
746
BRWA
B. Riley Wealth Advisors
Florida
$4.16M +$524K 5 0.11% Increased
747
UniSuper Management
UniSuper Management
Australia
$4.15M +$3.34M 4 0.04% Increased
748
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$4.12M +$2.12M 4 0.12% Increased
749
WCM
Weik Capital Management
Pennsylvania
$4.09M -$184K 1 1.74% Reduced
750
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$4.09M -$162K 5 0.19% Reduced