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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
BFO
Boston Family Office
Massachusetts
$1.92M -$515K 1 0.2% Reduced
927
West Coast Financial
West Coast Financial
California
$1.92M -$30.1K 1 0.44% Reduced
928
Lowe Brockenbrough & Co
Lowe Brockenbrough & Co
Virginia
$1.9M +$12.9K 2 0.26% Increased
929
ALPS Advisors
ALPS Advisors
Colorado
$1.9M +$210K 4 0.01% Increased
930
SCP
Syntal Capital Partners
Texas
$1.89M $0 1 0.49% Maintained
931
KFBMI
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.88M $0 1 0.82% Maintained
932
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$1.88M -$361K 2 0.19% Reduced
933
Woodmont Investment Counsel
Woodmont Investment Counsel
Tennessee
$1.88M -$25.1K 2 0.46% Reduced
934
Bank of Nova Scotia Trust
Bank of Nova Scotia Trust
Ontario, Canada
$1.86M -$79.9K 2 0.22% Reduced
935
Biltmore Family Office
Biltmore Family Office
North Carolina
$1.86M +$1.61M 1 0.8% Increased
936
Sterling Capital Management
Sterling Capital Management
North Carolina
$1.86M +$30.7K 3 0.02% Increased
937
IFP Advisors
IFP Advisors
Florida
$1.85M +$1.85M 8 0.12% New
938
AP
Archon Partners
New Jersey
$1.84M $0 1 0.36% Maintained
939
BRCM
Bright Rock Capital Management
Massachusetts
$1.83M $0 1 0.57% Maintained
940
SIP
Stoneridge Investment Partners
Pennsylvania
$1.83M +$508K 1 0.67% Increased
941
TAM
Tealwood Asset Management
Minnesota
$1.83M +$2.06M 1 0.79% New
942
SCM
Somerset Capital Management
United Kingdom
$1.82M $0 1 0.42% Maintained
943
CPWM LLC
CPWM LLC
Washington
$1.8M -$366K 3 0.24% Reduced
944
GCM
Galibier Capital Management
Ontario, Canada
$1.8M -$819K 1 0.72% Reduced
945
SCA
Sippican Capital Advisors
Massachusetts
$1.8M +$1.31M 2 2.17% Increased
946
EAM Investors
EAM Investors
California
$1.8M +$1.94M 1 0.47% New
947
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$1.8M -$104K 3 0.04% Reduced
948
Fulton Bank
Fulton Bank
Pennsylvania
$1.79M +$34K 3 0.12% Increased
949
WPA
Winning Points Advisors
Florida
$1.79M $0 1 1.29% Maintained
950
MCM
McKinley Capital Management
Alaska
$1.79M +$139K 2 0.13% Increased