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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
GD
Grandfield & Dodd
New York
$445K +$222K 3 0.07% Increased
1027
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$442K +$426K 1 0.05% New
1028
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$437K -$19.8K 1 0.07% Reduced
1029
FPCM
Financial Partners Capital Management
New York
$434K $0 1 0.14% Maintained
1030
PP
Palladium Partners
Virginia
$430K +$19.3K 3 0.04% Increased
1031
CTI
Community Trust & Investment
Kentucky
$424K $0 1 0.07% Maintained
1032
LCM
LVM Capital Management
Michigan
$417K -$7.89M 1 0.15% Reduced
1033
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$414K -$4.87K 3 0.11% Reduced
1034
PAS
Partnervest Advisory Services
California
$413K +$29.8K 5 0.18% Increased
1035
CAM
Chesapeake Asset Management
New York
$407K -$2.71M 1 0.28% Reduced
1036
ANBTV
American National Bank & Trust (Virginia)
Virginia
$404K -$16.5K 1 0.21% Reduced
1037
KTC
Kistler-Tiffany Companies
Pennsylvania
$402K +$2.62K 4 0.3% Increased
1038
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$386K +$195K 4 0.11% Increased
1039
VHAM
Van Hulzen Asset Management
California
$385K $0 1 0.39% Maintained
1040
QCMC
Quantum Capital Management (California)
California
$382K +$223K 2 0.06% Increased
1041
NPA
Nichols & Pratt Advisers
Massachusetts
$379K +$12.5K 1 0.03% Increased
1042
ACM
Argyle Capital Management
Pennsylvania
$374K $0 1 0.18% Maintained
1043
GGPS
Gary Goldberg Planning Services
New York
$374K +$182K 4 0.18% Increased
1044
MA
Marshwinds Advisory
Georgia
$371K $0 1 0.19% Maintained
1045
MG
MDE Group
New Jersey
$365K +$3.12K 1 0.07% Increased
1046
WCWM
Wooster Corthell Wealth Management
Connecticut
$360K $0 1 0.26% Maintained
1047
MIC
MU Investments Company
Japan
$358K +$342K 1 0.17% New
1048
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$358K +$37.5K 2 0.09% Increased
1049
SRIM
Saratoga Research & Investment Management
California
$354K +$4.99K 1 0.04% Increased
1050
Waverton Investment Management
Waverton Investment Management
United Kingdom
$352K -$45.5K 1 0.02% Reduced