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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
1151
Welch & Forbes
Welch & Forbes
Massachusetts
$231K -$20.6M 1 0.01% Reduced
1152
CC
Cannell & Co
New York
$230K +$220K 1 0.01% New
1153
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$230K $0 1 0.01% Maintained
1154
Fulton Bank
Fulton Bank
Pennsylvania
$229K -$10.3K 1 0.03% Reduced
1155
FCI
Financial Counselors Inc
Kansas
$228K $0 1 0.02% Maintained
1156
BAM
Berkshire Asset Management
Pennsylvania
$221K +$211K 1 0.04% New
1157
DC
Deere & Company
Illinois
$221K -$917K 1 0.01% Reduced
1158
Great Lakes Advisors
Great Lakes Advisors
Illinois
$221K -$5.67K 1 0.01% Reduced
1159
MJRIC
Mogy Joel R Investment Counsel
California
$217K $0 1 0.04% Maintained
1160
BFIM
Beese Fulmer Investment Management
Ohio
$216K $0 1 0.07% Maintained
1161
LCM
Lucas Capital Management
New Jersey
$216K +$214K 1 0.07% New
1162
Royce & Associates
Royce & Associates
New York
$213K -$374K 2 0% Reduced
1163
B
BancorpSouth
Mississippi
$210K -$33.7K 1 0.02% Reduced
1164
MCM
Monarch Capital Management
Indiana
$208K -$3.71K 1 0.08% Reduced
1165
VIMU
Veritas Investment Management (UK)
United Kingdom
$208K -$338K 1 0.15% Reduced
1166
AP
Advisor Partners
California
$206K +$179K 1 0.1% New
1167
DAM
Delta Asset Management
Tennessee
$205K $0 2 0.04% Maintained
1168
MYAM
Meiji Yasuda Asset Management
Japan
$205K -$30.9K 1 0.04% Reduced
1169
PGIM
Pacific Global Investment Management
California
$203K +$176K 1 0.03% New
1170
Verition Fund Management
Verition Fund Management
Connecticut
$203K -$13K 1 0.02% Reduced
1171
Addenda Capital
Addenda Capital
Quebec, Canada
$202K +$213K 1 0.02% New
1172
NRS
Neville Rodie & Shaw
New York
$202K -$31.6K 1 0.02% Reduced
1173
MPA
Marvin & Palmer Associates
Delaware
$201K -$262K 1 0.17% Reduced
1174
TYCC
Texas Yale Capital Corp
Florida
$200K +$174K 1 0.03% New
1175
CFA
Carroll Financial Associates
North Carolina
$199K +$8.38K 3 0.06% Increased