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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
1076
SIM
SSI Investment Management
California
$363K -$269K 1 0.04% Reduced
1077
SRIM
Saratoga Research & Investment Management
California
$362K $0 1 0.04% Maintained
1078
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$362K -$1.03M 10 0.05% Reduced
1079
PTC
Provident Trust Company
Wisconsin
$353K +$343K 1 0.02% New
1080
NES
New England Securities
New York
$352K +$63.4K 5 0.12% Increased
1081
CC
Capital Counsel
New York
$345K $0 1 0.02% Maintained
1082
CCC
Chelsea Counsel Company
California
$345K +$330K 1 0.07% New
1083
First National Trust
First National Trust
Pennsylvania
$343K -$1.51K 1 0.07% Reduced
1084
Gofen & Glossberg
Gofen & Glossberg
Illinois
$339K -$3.78K 1 0.02% Reduced
1085
RW
Rand Wealth
Maryland
$339K -$6.68K 1 0.05% Reduced
1086
TCM
Tufton Capital Management
Maryland
$334K $0 1 0.07% Maintained
1087
EP
Edgestream Partners
New Jersey
$332K +$311K 1 0.21% New
1088
SFM
Signature Financial Management
Virginia
$332K $0 1 0.25% Maintained
1089
Wealthfront
Wealthfront
California
$332K +$95K 3 0.03% Increased
1090
FMW
Farr Miller & Washington
District of Columbia
$331K -$636K 1 0.04% Reduced
1091
DBT
Dubuque Bank & Trust
Iowa
$326K +$243K 2 0.05% Increased
1092
LCM
Landscape Capital Management
New Jersey
$326K +$283K 1 0.22% New
1093
SKK
Shepherd Kaplan Krochuk
Massachusetts
$326K +$283K 1 0.03% New
1094
PFBT
Parkside Financial Bank & Trust
Missouri
$324K +$40.3K 1 0.19% Increased
1095
RIA
Regal Investment Advisors
Michigan
$324K +$150K 6 0.12% Increased
1096
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$321K $0 3 0.01% Maintained
1097
Wedbush Securities
Wedbush Securities
California
$318K +$12.7K 1 0.05% Increased
1098
FTI
Fiduciary Trust International
Massachusetts
$317K -$20.3K 1 0.09% Reduced
1099
SCM
SOL Capital Management
Maryland
$315K $0 1 0.13% Maintained
1100
SSG
Summit Securities Group
New York
$315K +$66.6K 3 0.11% Increased