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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
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$449K -$3.11K 1 0.04% Reduced
1102
Diversified Trust
Diversified Trust
Tennessee
$445K -$7.24K 2 0.05% Reduced
1103
HHC
Hutchin Hill Capital
New York
$442K -$973K 1 0.02% Reduced
1104
SC
Searle & Co
Connecticut
$442K -$73.9K 1 0.45% Reduced
1105
PAM
Princeton Alpha Management
New Jersey
$438K -$1.93M 1 0.09% Reduced
1106
LCM
Landscape Capital Management
New Jersey
$436K +$458K 1 0.06% New
1107
LSCM
LaSalle Street Capital Management
Illinois
$426K $0 1 0.45% Maintained
1108
RIA
Regal Investment Advisors
Michigan
$426K +$28K 4 0.11% Increased
1109
ED
Exane Derivatives
France
$425K +$441K 2 0.05% Increased
1110
SRCM
Sterling Ridge Capital Management
New York
$425K +$464K 1 0.28% New
1111
Algert Global
Algert Global
California
$421K +$75.4K 1 0.23% Increased
1112
Busey Bank
Busey Bank
Illinois
$415K +$166K 2 0.06% Increased
1113
LCP
Legacy Capital Partners
Wisconsin
$415K $0 1 0.28% Maintained
1114
WA
WFG Advisors
Texas
$413K -$18.5K 6 0.13% Reduced
1115
NCA
NCM Capital Advisers
North Carolina
$410K -$367K 1 1.21% Reduced
1116
WCM
Washington Capital Management
Washington
$407K $0 1 0.25% Maintained
1117
Choreo LLC
Choreo LLC
Illinois
$404K +$27.8K 1 0.11% Increased
1118
CL
CPWM LLC
Washington
$404K +$77.3K 1 0.09% Increased
1119
LH
Lebenthal Holdings
New York
$403K +$439K 1 0.09% New
1120
AR
Advisory Research
Illinois
$402K -$74.8K 1 0.01% Reduced
1121
BAC
Boys Arnold & Co
North Carolina
$402K $0 1 0.08% Maintained
1122
FC
Forte Capital
New York
$387K $0 1 0.18% Maintained
1123
Swiss Life Asset Management
Swiss Life Asset Management
$386K +$54.4K 1 0.02% Increased
1124
FMA
FNY Managed Accounts
New York
$378K +$311K 6 1.06% Increased
1125
BHB
Bank Hapoalim BM
Israel
$372K -$208K 1 0.09% Reduced