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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
Smithfield Trust
Smithfield Trust
Pennsylvania
$314K -$441K 2 0.07% Reduced
1152
Gofen & Glossberg
Gofen & Glossberg
Illinois
$308K +$4.3K 1 0.01% Increased
1153
SSG
Summit Securities Group
New York
$308K +$157K 3 0.09% Increased
1154
TCM
Tufton Capital Management
Maryland
$306K -$5.61K 1 0.06% Reduced
1155
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$305K +$311K 1 0.27% New
1156
FC
Forte Capital
New York
$304K -$4.58K 1 0.13% Reduced
1157
GCMG
Gyroscope Capital Management Group
Florida
$304K +$284K 1 0.25% New
1158
MG
MDE Group
New Jersey
$300K $0 1 0.07% Maintained
1159
CC
Cipher Capital
New York
$293K -$1.75M 1 0.08% Reduced
1160
Grimes & Company
Grimes & Company
Massachusetts
$293K $0 1 0.08% Maintained
1161
LCM
Landscape Capital Management
New Jersey
$293K +$297K 1 0.14% New
1162
GIS
Guardian Investor Services
New York
$292K -$8.46K 3 0.23% Reduced
1163
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$290K +$22.5K 1 0.09% Increased
1164
CCM
Chickasaw Capital Management
Tennessee
$285K +$81.4K 1 0.01% Increased
1165
LFA
Landmark Financial Advisors
Kentucky
$285K +$319K 1 0.29% New
1166
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$277K +$273K 1 0.19% New
1167
TFCP
Twin Focus Capital Partners
Massachusetts
$276K +$697 1 0.32% Increased
1168
JEW
Jamison Eaton & Wood
New Jersey
$275K $0 1 0.08% Maintained
1169
CBT
Central Bank & Trust
Kentucky
$270K $0 3 0.09% Maintained
1170
JWBC
J.W. Burns & Co
New York
$270K -$38K 1 0.09% Reduced
1171
NAM
Nichols Asset Management
Massachusetts
$270K $0 1 0.05% Maintained
1172
SCM
SOL Capital Management
Maryland
$268K -$14.5K 1 0.1% Reduced
1173
NIT
NumerixS Investment Technologies
British Columbia, Canada
$267K +$272K 1 0.09% New
1174
PWP
Private Wealth Partners
California
$266K -$5.54K 1 0.06% Reduced
1175
SFSG
Stearns Financial Services Group
North Carolina
$264K $0 1 0.09% Maintained