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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
1001
FFA
Fragasso Financial Advisors
Pennsylvania
$1.15M +$1.13M 1 0.35% New
1002
SCA
Snowden Capital Advisors
New York
$1.13M +$174K 1 0.18% Increased
1003
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$1.13M +$18.6K 3 0.15% Increased
1004
Engineers Gate Manager
Engineers Gate Manager
New York
$1.12M +$1.2M 1 0.09% New
1005
SNT
Security National Trust
West Virginia
$1.11M -$109K 3 0.37% Reduced
1006
NME
Notis-McConarty Edward
$1.11M $0 1 0.7% Maintained
1007
AssetMark Inc
AssetMark Inc
California
$1.11M -$26.7K 6 0.01% Reduced
1008
JIC
Joel Isaacson & Co
New York
$1.11M +$203K 2 0.2% Increased
1009
IRF
IBM Retirement Fund
New York
$1.1M +$19.6K 2 0.2% Increased
1010
BAM
Barrett Asset Management
New York
$1.1M -$22K 4 0.08% Reduced
1011
Rockefeller Financial Services
Rockefeller Financial Services
New York
$1.09M +$972K 4 0.02% Increased
1012
OWD
Osborn Williams & Donohoe
Ohio
$1.09M +$12.9K 2 0.2% Increased
1013
OMCS
Old Mutual Customised Solutions
South Africa
$1.09M $0 3 0.15% Maintained
1014
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$1.07M -$13.2K 1 0.49% Reduced
1015
MCM
Murphy Capital Management
New Jersey
$1.06M -$1.98K 2 0.15% Reduced
1016
WCM
Windward Capital Management
California
$1.05M +$30.7K 1 0.17% Increased
1017
HC
Henshaw Capital
Massachusetts
$1.05M +$83K 2 0.11% Increased
1018
MLFP
MPS Loria Financial Planners
Illinois
$1.04M -$249K 1 0.75% Reduced
1019
FG
Fiduciary Group
Georgia
$1.04M +$163K 2 0.23% Increased
1020
CAM
Concorde Asset Management
Michigan
$1.03M +$288K 2 0.89% Increased
1021
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$1.03M $0 2 0.03% Maintained
1022
AKO Capital
AKO Capital
United Kingdom
$1.02M +$28.2M 1 0.08% New
1023
CMBA
C.M. Bidwell & Associates
Hawaii
$1.02M -$9.07M 1 1.57% Reduced
1024
DIA
Denver Investment Advisors
Colorado
$1.01M +$7.45K 2 0.05% Increased
1025
TIA
Tiemann Investment Advisors
California
$1.01M +$567 3 0.86% Increased