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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
1051
LIM
Loudon Investment Management
New Hampshire
$351K $0 1 0.25% Maintained
1052
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$343K $0 1 0.04% Maintained
1053
Algert Global
Algert Global
California
$342K +$320K 1 0.14% New
1054
EIM
Essex Investment Management
Massachusetts
$340K $0 1 0.05% Maintained
1055
CIM
CIM Investment Management
Pennsylvania
$339K +$339K 1 0.16% New
1056
Gofen & Glossberg
Gofen & Glossberg
Illinois
$338K $0 1 0.02% Maintained
1057
RW
Rand Wealth
Maryland
$338K +$338K 1 0.06% New
1058
Walleye Trading
Walleye Trading
New York
$338K -$1.12M 2 0% Reduced
1059
First National Trust
First National Trust
Pennsylvania
$337K +$58.6K 1 0.06% Increased
1060
AR
Advisory Research
Illinois
$336K +$315K 4 0% New
1061
BFA
Beaumont Financial Advisors
Massachusetts
$333K -$203K 1 0.03% Reduced
1062
FTI
Fiduciary Trust International
Massachusetts
$327K +$19.6K 1 0.09% Increased
1063
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$322K +$226K 2 0% Increased
1064
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$320K +$320K 1 0.05% New
1065
IAS
IMA Advisory Services
Colorado
$318K $0 1 0.15% Maintained
1066
Rockefeller Financial Services
Rockefeller Financial Services
New York
$318K +$130K 2 0.01% Increased
1067
T
TOBAM
France
$318K -$49.6M 1 0.02% Reduced
1068
TCM
Tufton Capital Management
Maryland
$318K -$14.3K 1 0.07% Reduced
1069
CC
Capital Counsel
New York
$316K $0 1 0.02% Maintained
1070
WSCM
Wellington Shields Capital Management
New York
$315K $0 1 0.05% Maintained
1071
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$311K $0 1 0.1% Maintained
1072
Seizert Capital Partners
Seizert Capital Partners
Michigan
$308K -$3.07K 1 0.01% Reduced
1073
SCM
SOL Capital Management
Maryland
$308K $0 1 0.12% Maintained
1074
SFM
Signature Financial Management
Virginia
$307K $0 1 0.26% Maintained
1075
LCM
Logan Capital Management
Pennsylvania
$303K $0 1 0.02% Maintained