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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
826
BE
Bonness Enterprises
District of Columbia
$1.44M $0 1 1.3% Maintained
827
BS
Bessemer Securities
New York
$1.44M -$474K 1 0.71% Reduced
828
PCM
Princeton Capital Management
New Jersey
$1.43M +$21.2K 1 1.3% Increased
829
MNBTD
Moody National Bank Trust Division
Texas
$1.42M -$2.92K 2 0.1% Reduced
830
PIM
Profit Investment Management
Maryland
$1.42M -$292K 1 0.07% Reduced
831
RMAM
Raab & Moskowitz Asset Management
New Jersey
$1.41M -$20.6K 1 0.69% Reduced
832
DL
Delta Lloyd
Netherlands
$1.4M $0 3 0.01% Maintained
833
KWMG
King Wealth Management Group
Florida
$1.4M -$2.03M 1 0.88% Reduced
834
SCA
Sippican Capital Advisors
Massachusetts
$1.39M +$1.42M 2 1.42% New
835
CIP
Convergence Investment Partners
Florida
$1.39M -$4.6K 3 0.19% Reduced
836
TF
Tompkins Financial
New York
$1.38M -$19.3K 2 0.36% Reduced
837
PC
Passport Capital
California
$1.37M +$1.38M 1 0.02% New
838
BAS
Brown Advisory Securities
Maryland
$1.36M -$12.1K 1 0.5% Reduced
839
TFA
Toth Financial Advisory
Virginia
$1.36M -$49.5K 1 0.51% Reduced
840
KFS
KMS Financial Services
Washington
$1.34M -$44K 3 0.19% Reduced
841
KIG
Kessler Investment Group
Indiana
$1.33M -$1.52M 2 2.35% Reduced
842
CIM
Calvert Investment Management
Maryland
$1.32M -$901K 2 0.1% Reduced
843
DAL
David A. Lorber
$1.32M +$1.29M 1 2.62% New
844
TCP
TAMRO Capital Partners
Virginia
$1.31M -$151K 1 0.09% Reduced
845
Todd Asset Management
Todd Asset Management
Kentucky
$1.3M -$13.3M 1 0.04% Reduced
846
AAP
Ardsley Advisory Partners
Connecticut
$1.3M +$1.28M 1 0.17% New
847
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.3M -$173K 5 0.05% Reduced
848
BPIM
Brant Point Investment Management
New York
$1.29M -$626K 1 0.12% Reduced
849
AHC
Anderson Hoagland & Co
Missouri
$1.29M $0 1 0.8% Maintained
850
RP
Realm Partners
New York
$1.29M -$8.67M 1 0.37% Reduced