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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
CC
ClearArc Capital
Ohio
$854K +$5.34K 3 0.19% Increased
952
BIM
Beach Investment Management
Pennsylvania
$852K $0 1 1.25% Maintained
953
WCM Investment Management
WCM Investment Management
California
$850K +$914K 1 0.03% New
954
BO
BRR OpCo
Ohio
$833K -$29.1K 1 0.34% Reduced
955
Azimuth Capital Management
Azimuth Capital Management
Michigan
$830K -$1.78M 1 0.09% Reduced
956
BKBG
BHF Kleinwort Benson Group
Belgium
$823K -$1.39M 2 0.03% Reduced
957
AP
Archon Partners
New Jersey
$819K $0 1 0.23% Maintained
958
WIC
Woodmont Investment Counsel
Tennessee
$818K -$77.6K 1 0.23% Reduced
959
AAM
Archipel Asset Management
Sweden
$814K +$828K 1 0.24% New
960
NAM
Needelman Asset Management
California
$807K -$6.05K 1 2.59% Reduced
961
WA
WFG Advisors
Texas
$800K -$102K 6 0.15% Reduced
962
SNT
Security National Trust
West Virginia
$799K $0 4 0.33% Maintained
963
PCM
Parsons Capital Management
Rhode Island
$797K -$242 1 0.11% Reduced
964
CI
Constellation Investments
Ohio
$796K +$16K 3 0.18% Increased
965
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$790K +$13.3K 1 0.09% Increased
966
MSU
Maple Securities USA
New Jersey
$788K -$80.6K 1 0.09% Reduced
967
Old National Bancorp
Old National Bancorp
Indiana
$785K -$87.4K 2 0.05% Reduced
968
AWS
Aris Wealth Services
Pennsylvania
$783K +$23.5K 1 0.97% Increased
969
LMAM
Legg Mason Asset Management
Japan
$775K +$759K 1 0.54% New
970
HCA
Harbour Capital Advisors
Virginia
$771K +$77.5K 1 0.64% Increased
971
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$767K $0 1 0.33% Maintained
972
PCM
Perritt Capital Management
Illinois
$763K $0 1 0.14% Maintained
973
FCCM
First City Capital Management
Georgia
$753K -$12.1K 5 0.54% Reduced
974
EHWM
Eads & Heald Wealth Management
Georgia
$749K +$10.1K 1 0.51% Increased
975
PAM
PartnerRe Asset Management
Connecticut
$745K -$130K 3 0.15% Reduced