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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
1026
PAS
Partnervest Advisory Services
California
$375K -$59.5K 5 0.17% Reduced
1027
DTL
Dynamic Technology Lab
Singapore
$373K +$154K 1 0.26% Increased
1028
LCP
Legacy Capital Partners
Wisconsin
$373K +$47.9K 1 0.27% Increased
1029
CL
CSS LLC
Illinois
$372K +$360K 2 0.02% New
1030
PCM
Penn Capital Management
Pennsylvania
$371K -$9.43M 1 0.01% Reduced
1031
SRIM
Saratoga Research & Investment Management
California
$371K +$4.47K 1 0.04% Increased
1032
KTC
Kistler-Tiffany Companies
Pennsylvania
$370K $0 4 0.28% Maintained
1033
MSU
Maple Securities USA
New Jersey
$366K +$127K 1 0.03% Increased
1034
Gofen & Glossberg
Gofen & Glossberg
Illinois
$356K -$76.6K 1 0.02% Reduced
1035
MA
Marshwinds Advisory
Georgia
$354K -$2.67K 1 0.19% Reduced
1036
Laurion Capital Management
Laurion Capital Management
New York
$352K +$334K 1 0.01% New
1037
CTI
Community Trust & Investment
Kentucky
$351K $0 1 0.06% Maintained
1038
CCA
Cobblestone Capital Advisors
New York
$349K $0 1 0.07% Maintained
1039
PP
Palladium Partners
Virginia
$347K -$67.7K 1 0.03% Reduced
1040
EIM
Essex Investment Management
Massachusetts
$344K $0 1 0.05% Maintained
1041
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$339K $0 1 0.04% Maintained
1042
WCA
Westover Capital Advisors
Delaware
$337K -$67.6K 1 0.32% Reduced
1043
LIM
Loudon Investment Management
New Hampshire
$335K +$319K 1 0.25% New
1044
SCM
SOL Capital Management
Maryland
$328K $0 1 0.13% Maintained
1045
Verition Fund Management
Verition Fund Management
Connecticut
$327K -$204K 1 0.06% Reduced
1046
Fulton Bank
Fulton Bank
Pennsylvania
$323K +$3.83K 1 0.04% Increased
1047
LCM
Logan Capital Management
Pennsylvania
$322K -$38.3K 1 0.02% Reduced
1048
CC
Capital Counsel
New York
$319K $0 1 0.02% Maintained
1049
WSCM
Wellington Shields Capital Management
New York
$312K +$311K 1 0.06% New
1050
UR
USCA RIA
Texas
$311K +$298K 2 0.12% New