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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
951
SCA
Sippican Capital Advisors
Massachusetts
$759K +$4.04K 2 0.46% Increased
952
RP
Rowlandmiller & Partners
Georgia
$758K -$4.31K 1 0.14% Reduced
953
WIC
Woodmont Investment Counsel
Tennessee
$755K +$404K 2 0.04% Increased
954
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$754K -$44.9K 1 0.01% Reduced
955
BRIA
Balanced Rock Investment Advisors
Massachusetts
$753K +$1.1K 1 0.47% Increased
956
SWM
Shrier Wealth Management
California
$751K -$16.6K 1 0.25% Reduced
957
SI
Saxon Interests
Texas
$744K $0 1 0.21% Maintained
958
ET
Equitable Trust
Tennessee
$743K +$3.15K 2 0.03% Increased
959
BI
Bradyco Inc
Massachusetts
$743K -$68.6K 1 0.85% Reduced
960
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$742K +$381K 1 0% Increased
961
HCM
Hutner Capital Management
Vermont
$739K -$20.2K 1 0.29% Reduced
962
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$738K $0 1 0.02% Maintained
963
SIRP
Shelter Insurance Retirement Plan
Missouri
$737K $0 1 0.73% Maintained
964
Vinva Investment Management
Vinva Investment Management
Australia
$737K $0 1 0% Maintained
965
BL
BFSG LLC
California
$733K -$7.85K 5 0.07% Reduced
966
CIM
CIM Investment Management
Pennsylvania
$732K -$78.3K 1 0.18% Reduced
967
BHC
Bull Harbor Capital
Maryland
$728K +$477K 1 0.14% Increased
968
WesBanco Bank
WesBanco Bank
West Virginia
$727K -$311K 1 0.02% Reduced
969
Miracle Mile Advisors
Miracle Mile Advisors
California
$725K +$195K 3 0.01% Increased
970
WDA
Wendell David Associates
New Hampshire
$724K -$75.8K 1 0.08% Reduced
971
Independent Financial Group
Independent Financial Group
California
$722K -$105K 2 0.01% Reduced
972
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
$718K -$493K 1 0.01% Reduced
973
Dakota Wealth Management
Dakota Wealth Management
Florida
$714K -$359K 1 0.01% Reduced
974
MFF
Michels Family Financial
Texas
$711K +$6.92K 1 0.46% Increased
975
UMB Bank
UMB Bank
Missouri
$710K -$74.6K 8 0.01% Reduced