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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
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$699K +$489K 3 0% Increased
952
UMB Bank
UMB Bank
Missouri
$697K $0 1 0.04% Maintained
953
GVT
Genesee Valley Trust
New York
$686K +$21.1K 1 0.43% Increased
954
CONA
Capital One National Association
New York
$685K +$20.4K 2 0.07% Increased
955
LCM
Liberty Capital Management
Michigan
$684K -$5.96K 1 0.5% Reduced
956
IB
Intrust Bank
Kansas
$682K -$29.7K 1 0.28% Reduced
957
BAM
Barrett Asset Management
New York
$674K +$623K 3 0.06% Increased
958
Pinnacle Associates
Pinnacle Associates
New York
$672K -$1.27M 1 0.01% Reduced
959
WTIM
Wilmington Trust Investment Management
Delaware
$671K +$146K 2 0.14% Increased
960
MPAM
Murphy Pohlad Asset Management
Minnesota
$658K $0 1 0.53% Maintained
961
FM
Forward Management
California
$653K -$482K 1 0.04% Reduced
962
BCM
Beck Capital Management
Texas
$651K +$26.3K 2 0.5% Increased
963
WC
Whitney & Co
New York
$650K +$159K 1 0.33% Increased
964
SCM
Somerset Capital Management
United Kingdom
$642K +$682K 1 0.22% New
965
FNBSF
First National Bank Sioux Falls
South Dakota
$641K $0 2 1.73% Maintained
966
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$628K +$80.2K 2 0.01% Increased
967
VFS
VSR Financial Services
Kansas
$616K -$7.6K 1 0.09% Reduced
968
CAM
Carret Asset Management
New York
$613K $0 1 0.12% Maintained
969
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$612K +$573K 1 0.02% New
970
Meyer Handelman Company
Meyer Handelman Company
New York
$611K $0 1 0.03% Maintained
971
FIM
Freedom Investment Management
Connecticut
$610K +$7.1K 2 0.13% Increased
972
BWAM
Boyd Watterson Asset Management
Ohio
$606K +$32K 1 0.28% Increased
973
AIP
ARS Investment Partners
New York
$600K -$241K 1 0.11% Reduced
974
SIM
SSI Investment Management
California
$591K -$705K 1 0.06% Reduced
975
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$590K $0 1 0.01% Maintained