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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
LDB
Lee, Danner & Bass
Tennessee
$259K +$259K 1 0.03% New
1102
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$258K -$1.41M 1 0.13% Reduced
1103
CBT
Central Bank & Trust
Kentucky
$257K $0 2 0.1% Maintained
1104
Hills Bank & Trust
Hills Bank & Trust
Iowa
$253K $0 1 0.11% Maintained
1105
NAM
Nichols Asset Management
Massachusetts
$253K +$50.7K 1 0.06% Increased
1106
FIM
Fernwood Investment Management
Massachusetts
$252K $0 1 0.23% Maintained
1107
BA
Bridgewater Advisors
New York
$251K -$7.6K 1 0.25% Reduced
1108
FC
FCA Corp
Texas
$247K +$249K 1 0.15% New
1109
MYAM
Meiji Yasuda Asset Management
Japan
$247K +$7.7K 1 0.05% Increased
1110
CFS
Community Financial System
New York
$246K $0 1 0.05% Maintained
1111
Gotham Asset Management
Gotham Asset Management
New York
$246K +$230K 1 0% New
1112
M
MOTCO
Texas
$246K $0 2 0.03% Maintained
1113
CFA
CT Financial Advisors
Pennsylvania
$243K +$172K 2 0.13% New
1114
LW
Linscomb Wealth
Texas
$242K +$242K 1 0.03% New
1115
VF
Virtu Financial
New York
$242K +$227K 1 0.03% New
1116
Wolverine Asset Management
Wolverine Asset Management
Illinois
$242K +$206K 3 0.01% Increased
1117
CL
CPWM LLC
Washington
$240K $0 1 0.09% Maintained
1118
LWM
LBA Wealth Management
Florida
$240K +$14.7K 2 0.2% Increased
1119
MRCM
M&R Capital Management
New Jersey
$239K +$21.8K 1 0.06% Increased
1120
JEW
Jamison Eaton & Wood
New Jersey
$238K +$223K 1 0.07% New
1121
SSG
Summit Securities Group
New York
$237K +$175K 1 0.14% Increased
1122
B
BancorpSouth
Mississippi
$235K -$25.7K 1 0.03% Reduced
1123
Fulton Bank
Fulton Bank
Pennsylvania
$235K -$68.3K 1 0.03% Reduced
1124
IPRC
Indices-Pac Research Corporation
New Jersey
$233K -$877K 1 0.15% Reduced
1125
NCMG
NCM Capital Management Group
North Carolina
$231K -$588K 1 1.82% Reduced