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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
I2I
Insight 2811 Inc
Illinois
$439K +$36.5K 1 0.19% Increased
1052
LDB
Lee, Danner & Bass
Tennessee
$437K +$193K 1 0.05% Increased
1053
OWD
Osborn Williams & Donohoe
Ohio
$436K -$21.8K 1 0.09% Reduced
1054
CL
Croft-Leominster
Maryland
$431K +$452K 1 0.08% New
1055
OMCS
Old Mutual Customised Solutions
South Africa
$429K -$95K 3 0.12% Reduced
1056
CTI
Community Trust & Investment
Kentucky
$425K $0 1 0.06% Maintained
1057
PineBridge Investments
PineBridge Investments
New York
$424K +$119K 1 0.02% Increased
1058
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$413K -$233K 1 0.03% Reduced
1059
JIP
Jaffetilchin Investment Partners
Florida
$411K +$9.65K 1 0.15% Increased
1060
KIA
KCM Investment Advisors
California
$410K $0 1 0.04% Maintained
1061
ACS
Archford Capital Strategies
Illinois
$406K -$21K 3 0.32% Reduced
1062
Choreo LLC
Choreo LLC
Illinois
$403K $0 1 0.12% Maintained
1063
GGPS
Gary Goldberg Planning Services
New York
$396K +$21.4K 5 0.16% Increased
1064
KTC
Kistler-Tiffany Companies
Pennsylvania
$393K -$223 4 0.26% Reduced
1065
PAS
Partnervest Advisory Services
California
$388K -$105K 1 0.2% Reduced
1066
AIP
ARS Investment Partners
New York
$387K -$13.6K 1 0.06% Reduced
1067
T
TradeWorx
New Jersey
$386K +$388K 2 0.51% New
1068
SHA
Smith Hayes Advisers
Nebraska
$384K +$383K 1 0.09% New
1069
PP
Palladium Partners
Virginia
$382K -$32.1K 1 0.03% Reduced
1070
LCM
LVM Capital Management
Michigan
$381K -$6.05K 1 0.13% Reduced
1071
CAM
Chesapeake Asset Management
New York
$377K $0 1 0.23% Maintained
1072
Seizert Capital Partners
Seizert Capital Partners
Michigan
$373K -$3.28K 1 0.01% Reduced
1073
IAS
IMA Advisory Services
Colorado
$371K $0 1 0.18% Maintained
1074
First National Trust
First National Trust
Pennsylvania
$370K +$62.4K 1 0.07% Increased
1075
EIM
Essex Investment Management
Massachusetts
$358K $0 1 0.05% Maintained