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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
PC
Permit Capital
Pennsylvania
$1.8M $0 2 1.12% Maintained
827
GA
Geneva Advisors
Illinois
$1.78M -$1.12M 3 0.03% Reduced
828
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$1.78M +$336K 2 0.2% Increased
829
SAM
Symphony Asset Management
California
$1.78M -$189K 1 0.21% Reduced
830
OA
Outfitter Advisors
Virginia
$1.77M -$568K 1 0.67% Reduced
831
LG
Laidlaw Group
New York
$1.77M -$10.3K 1 0.84% Reduced
832
LIM
Loudon Investment Management
New Hampshire
$1.75M +$1.82M 1 1.32% New
833
Shelton Capital Management
Shelton Capital Management
Colorado
$1.74M +$345K 4 0.19% Increased
834
WRM
Westport Resources Management
Connecticut
$1.74M -$1.38M 3 0.48% Reduced
835
JMH
J.M. Hartwell
New York
$1.74M +$4.96K 3 0.37% Increased
836
CM
Cascabel Management
New York
$1.73M +$74.5K 1 4.08% Increased
837
Horizon Kinetics
Horizon Kinetics
New York
$1.73M +$87.9K 2 0.02% Increased
838
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$1.71M +$447K 1 0.27% Increased
839
Cetera Advisor Networks
Cetera Advisor Networks
California
$1.71M +$249K 5 0.11% Increased
840
Amalgamated Bank
Amalgamated Bank
New York
$1.71M +$375K 4 0.21% Increased
841
LAIC
Lederer & Associates Investment Counsel
California
$1.7M -$20.1K 1 1.66% Reduced
842
Sterling Capital Management
Sterling Capital Management
North Carolina
$1.7M +$560K 1 0.02% Increased
843
FAS
Formuepleje A/S
Denmark
$1.69M +$495K 1 0.2% Increased
844
GWM
Gupta Wealth Management
California
$1.69M +$1.75M 5 0.5% New
845
ANRIA
American National Registered Investment Advisor
Texas
$1.68M -$80.8K 2 0.81% Reduced
846
MC
Menta Capital
California
$1.68M +$1.82M 1 0.22% New
847
BIM
Beach Investment Management
Pennsylvania
$1.67M $0 1 2.47% Maintained
848
Ronald Blue & Co
Ronald Blue & Co
Georgia
$1.66M +$91.1K 3 0.08% Increased
849
FM
Foster & Motley
Ohio
$1.65M -$841K 1 0.36% Reduced
850
H
Hexavest
Quebec, Canada
$1.65M $0 4 0.03% Maintained