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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
Chilton Capital Management
Chilton Capital Management
Texas
$807K -$149K 2 0.08% Reduced
1052
FCFC
First Commonwealth Financial Corp
Pennsylvania
$800K -$17.8K 1 0.99% Reduced
1053
LC
Lourd Capital
California
$793K -$7.47K 1 0.08% Reduced
1054
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$786K -$158K 5 0.12% Reduced
1055
SGCA
Steel Grove Capital Advisors
Tennessee
$784K +$588K 2 0.16% Increased
1056
TCM
Tributary Capital Management
Nebraska
$782K -$1.54M 1 0.09% Reduced
1057
Vident Investment Advisory
Vident Investment Advisory
Georgia
$773K -$711K 1 0.09% Reduced
1058
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$770K +$345K 1 0.04% Increased
1059
RWA
Ropes Wealth Advisors
Massachusetts
$764K $0 3 0.24% Maintained
1060
LJAC
L.J. Altfest & Co
New York
$760K $0 2 0.38% Maintained
1061
III
Independent Investors Inc
New York
$758K $0 1 0.35% Maintained
1062
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$742K -$95.2K 2 0.03% Reduced
1063
AP
Advisor Partners
California
$739K -$291K 2 0.22% Reduced
1064
Conning Inc
Conning Inc
Connecticut
$732K -$220K 2 0.03% Reduced
1065
KIA
KCM Investment Advisors
California
$732K -$247K 2 0.05% Reduced
1066
NPC
National Planning Corporation
California
$726K -$24.7K 1 0.06% Reduced
1067
EARNEST Partners
EARNEST Partners
Georgia
$720K +$3.17K 7 0.01% Increased
1068
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$707K +$25.7K 2 0.06% Increased
1069
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$705K +$33.7K 3 0.12% Increased
1070
AF
Arrow Financial
New York
$702K +$84.2K 3 0.17% Increased
1071
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$701K +$86.6K 1 0.37% Increased
1072
NFG
Nations Financial Group
Iowa
$696K +$740K 1 0.75% New
1073
I
IberiaBank
Louisiana
$693K +$126K 1 0.25% Increased
1074
PK
Pflug Koory
Nebraska
$690K +$715K 1 0.59% New
1075
CS
Comerica Securities
Michigan
$688K +$40.8K 2 0.17% Increased