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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
926
NAM
Needelman Asset Management
California
$896K $0 1 2.83% Maintained
927
WFM
Wilmington Funds Management
Delaware
$895K +$268K 2 0.09% Increased
928
PAM
PartnerRe Asset Management
Connecticut
$892K -$5.31M 3 0.16% Reduced
929
Conning Inc
Conning Inc
Connecticut
$889K -$54.1K 3 0.05% Reduced
930
PAM
Princeton Alpha Management
New Jersey
$885K -$540K 2 0.18% Reduced
931
BIM
Beach Investment Management
Pennsylvania
$884K $0 1 1.21% Maintained
932
Pentwater Capital Management
Pentwater Capital Management
Florida
$881K $0 1 0.01% Maintained
933
PCM
Parsons Capital Management
Rhode Island
$880K -$1.26K 1 0.12% Reduced
934
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$878K $0 1 0.09% Maintained
935
ANBTV
American National Bank & Trust (Virginia)
Virginia
$872K +$433K 2 0.44% Increased
936
OAM
Occidental Asset Management
California
$865K -$623K 1 1.48% Reduced
937
CC
ClearArc Capital
Ohio
$864K +$224K 3 0.2% Increased
938
PVWM
Point View Wealth Management
New Jersey
$857K +$41.6K 2 0.74% Increased
939
NCM
Noesis Capital Mangement
Florida
$856K -$11.4K 1 0.39% Reduced
940
FA
Fagan Associates
New York
$839K $0 1 0.72% Maintained
941
SNT
Security National Trust
West Virginia
$836K $0 4 0.33% Maintained
942
HBK Investments
HBK Investments
Texas
$835K -$5.6M 2 0.02% Reduced
943
Advisory Services Network
Advisory Services Network
Georgia
$831K +$869K 1 0.35% New
944
CB
Chemical Bank
Michigan
$830K -$791K 1 0.14% Reduced
945
SCA
Secor Capital Advisors
New York
$829K +$720K 1 0.44% New
946
AP
Archon Partners
New Jersey
$828K -$116K 1 0.22% Reduced
947
NME
Notis-McConarty Edward
$828K $0 1 0.55% Maintained
948
CCS
Crosspoint Capital Strategies
California
$819K +$107K 2 0.31% Increased
949
PCM
Perritt Capital Management
Illinois
$819K -$2.9K 1 0.14% Reduced
950
FCCM
First City Capital Management
Georgia
$813K $0 5 0.58% Maintained