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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
AP
Advisor Partners
California
$758K +$125K 2 0.28% Increased
1052
NAM
Needelman Asset Management
California
$758K $0 1 2.22% Maintained
1053
FNBSF
First National Bank Sioux Falls
South Dakota
$756K $0 2 2.52% Maintained
1054
FPCM
Financial Partners Capital Management
New York
$747K +$15.9K 1 0.19% Increased
1055
FNYS
First New York Securities
New York
$745K +$730K 1 0.51% New
1056
MP
Manifold Partners
California
$741K +$708K 1 0.67% New
1057
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$735K -$80.4K 3 0.15% Reduced
1058
OAM
Occidental Asset Management
California
$733K -$10.6K 1 0.88% Reduced
1059
Meyer Handelman Company
Meyer Handelman Company
New York
$723K $0 1 0.03% Maintained
1060
Rafferty Asset Management
Rafferty Asset Management
New York
$719K -$672K 1 0.04% Reduced
1061
BO
BRR OpCo
Ohio
$715K +$1.59K 1 0.25% Increased
1062
MSS
Mitchell Sinkler & Starr
Pennsylvania
$713K -$89.3K 1 0.98% Reduced
1063
LWM
LBA Wealth Management
Florida
$708K -$10.8K 2 0.41% Reduced
1064
VFA
Voya Financial Advisors
Connecticut
$703K +$439K 2 0.1% Increased
1065
NERM
New England Research & Management
Illinois
$701K +$15.9K 1 0.6% Increased
1066
BC
Banced Corp
Illinois
$700K +$18.1K 1 1.22% Increased
1067
SAM
Shamrock Asset Management
Texas
$700K -$523K 1 0.41% Reduced
1068
HA
Hamel Associates
New Jersey
$692K $0 2 0.37% Maintained
1069
PCM
Perritt Capital Management
Illinois
$692K -$125K 1 0.17% Reduced
1070
EHWM
Eads & Heald Wealth Management
Georgia
$689K -$40.6K 1 0.48% Reduced
1071
WC
Whitney & Co
New York
$689K +$14.4K 1 0.3% Increased
1072
GC
Globeflex Capital
California
$688K +$652K 1 0.18% New
1073
NPC
National Planning Corporation
California
$684K -$5.39K 1 0.06% Reduced
1074
FCCM
First City Capital Management
Georgia
$676K -$54K 4 0.46% Reduced
1075
JIP
Jaffetilchin Investment Partners
Florida
$675K -$571K 1 0.21% Reduced