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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
1126
Flow Traders U.S.
Flow Traders U.S.
New York
$415K -$1.36M 1 0.09% Reduced
1127
PAS
Partnervest Advisory Services
California
$414K +$34K 1 0.21% Increased
1128
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$412K $0 1 0.03% Maintained
1129
BAC
Boys Arnold & Co
North Carolina
$409K +$173K 1 0.08% Increased
1130
CC
Capital Counsel
New York
$402K $0 1 0.02% Maintained
1131
IH
IFC Holdings
Florida
$401K -$593K 1 0.06% Reduced
1132
EIM
Essex Investment Management
Massachusetts
$394K $0 1 0.06% Maintained
1133
GCMG
Gyroscope Capital Management Group
Florida
$394K +$33.5K 1 0.33% Increased
1134
CL
CSS LLC
Illinois
$391K $0 1 0.02% Maintained
1135
CG
Clinton Group
New York
$388K -$1.03M 1 0.1% Reduced
1136
PWP
Private Wealth Partners
California
$386K +$96.6K 1 0.09% Increased
1137
JWM
Jacobus Wealth Management
Wisconsin
$383K $0 2 0.1% Maintained
1138
PP
Palladium Partners
Virginia
$383K -$8.36K 1 0.03% Reduced
1139
KIA
KCM Investment Advisors
California
$382K -$13.6K 1 0.03% Reduced
1140
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$374K $0 1 0.04% Maintained
1141
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$369K -$2.27M 0 – Closed
1142
LOT
Lombard Odier Transatlantic
Quebec, Canada
$363K +$300K 2 0.28% Increased
1143
FC
Forte Capital
New York
$362K $0 1 0.16% Maintained
1144
CAM
Chesapeake Asset Management
New York
$361K $0 1 0.27% Maintained
1145
CIP
Convergence Investment Partners
Florida
$361K -$31.9K 2 0.05% Reduced
1146
WA
WFG Advisors
Texas
$361K -$517K 6 0.1% Reduced
1147
NPA
Nichols & Pratt Advisers
Massachusetts
$357K $0 1 0.03% Maintained
1148
SFM
Signature Financial Management
Virginia
$355K $0 1 0.23% Maintained
1149
IAS
IMA Advisory Services
Colorado
$354K -$5.28K 1 0.17% Reduced
1150
Seizert Capital Partners
Seizert Capital Partners
Michigan
$353K -$14.2K 1 0.01% Reduced