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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
1101
JWM
Jacobus Wealth Management
Wisconsin
$224K +$59.3K 1 0.07% Increased
1102
HI
Hendershot Investments
Virginia
$223K $0 1 0.14% Maintained
1103
AAM
Autus Asset Management
Arizona
$220K -$28.7K 1 0.09% Reduced
1104
11A
10-15 Associates
New York
$216K +$208K 1 0.07% New
1105
GD
Grandfield & Dodd
New York
$215K $0 1 0.03% Maintained
1106
TC
TFS Capital
Pennsylvania
$212K +$202K 1 0.01% New
1107
ECM
Endex Capital Management
Kansas
$209K $0 2 0.19% Maintained
1108
PHS
Pekin Hardy Strauss
Illinois
$206K +$205K 1 0.03% New
1109
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$205K -$5.51K 1 0.01% Reduced
1110
CCA
Checchi Capital Advisers
California
$205K +$196K 1 0.16% New
1111
LWM
LBA Wealth Management
Florida
$205K +$196K 2 0.17% New
1112
CFS
Community Financial System
New York
$204K -$66.2K 1 0.05% Reduced
1113
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$204K +$197K 1 0.01% New
1114
CL
CPWM LLC
Washington
$202K +$196K 1 0.08% New
1115
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$202K -$1.4M 1 0.01% Reduced
1116
NAM
Nichols Asset Management
Massachusetts
$202K +$194K 1 0.04% New
1117
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$195K -$248K 3 0% Reduced
1118
IMS
Index Management Solutions
Pennsylvania
$191K -$96.9K 3 0.05% Reduced
1119
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$191K +$182K 1 0.08% New
1120
GGPS
Gary Goldberg Planning Services
New York
$190K +$21.2K 3 0.11% Increased
1121
IRS
Invictus RG (Singapore)
Singapore
$190K +$43.2K 1 0.13% Increased
1122
Rockefeller Financial Services
Rockefeller Financial Services
New York
$188K -$52K 2 0% Reduced
1123
GLI
Guardian Life Insurance
New York
$185K -$184K 3 0.02% Reduced
1124
PAA
Peregrine Asset Advisers
Oregon
$184K +$183K 1 0.16% New
1125
MC
Martin Currie
United Kingdom
$180K +$21.7K 1 0.02% Increased