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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
901
FIM
Freedom Investment Management
Connecticut
$1.29M +$16.1M 3 0.13% Increased
902
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$1.28M +$355K 3 0.05% Increased
903
GA
Geneva Advisors
Illinois
$1.28M -$188K 3 0.03% Reduced
904
Shelton Capital Management
Shelton Capital Management
Colorado
$1.27M -$222K 3 0.14% Reduced
905
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$1.27M +$1.33M 1 0.04% New
906
TIA
Trust Investment Advisors
Indiana
$1.26M -$17.2K 1 1.43% Reduced
907
CA
Cullinan Associates
Kentucky
$1.26M -$122K 1 0.12% Reduced
908
Pinnacle Associates
Pinnacle Associates
New York
$1.26M -$11.3K 2 0.03% Reduced
909
WSA
Wall Street Associates
California
$1.26M $0 2 0.24% Maintained
910
GIA
Guyasuta Investment Advisors
Pennsylvania
$1.25M +$220K 1 0.18% Increased
911
JCM
JS Capital Management
New York
$1.25M $0 1 0.21% Maintained
912
PMG
ProVise Management Group
Florida
$1.24M +$94.4K 2 0.29% Increased
913
ICAS
Investors Capital Advisory Services
Massachusetts
$1.24M +$2.35K 3 0.25% Increased
914
FG
Fiduciary Group
Georgia
$1.24M -$57.2K 1 0.41% Reduced
915
DRS
Deane Retirement Strategies
Louisiana
$1.24M +$1.3M 1 1.2% New
916
CBU
CIBC Bank USA
Illinois
$1.23M -$48.3K 1 0.22% Reduced
917
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$1.21M +$65.1K 3 0.04% Increased
918
Meag Munich Ergo
Meag Munich Ergo
Germany
$1.21M $0 1 0.06% Maintained
919
Chilton Capital Management
Chilton Capital Management
Texas
$1.2M -$192K 2 0.12% Reduced
920
CCA
Checchi Capital Advisers
California
$1.18M +$122K 3 0.32% Increased
921
AP
Archon Partners
New Jersey
$1.18M $0 1 0.35% Maintained
922
PCMC
Paragon Capital Management (Colorado)
Colorado
$1.18M $0 2 0.72% Maintained
923
Natixis
Natixis
France
$1.18M -$21.6M 3 0.02% Reduced
924
ATC
Argent Trust Co
Tennessee
$1.17M $0 2 0.67% Maintained
925
GA
GFS Advisors
Texas
$1.17M +$764K 2 0.4% Increased