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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
PFBT
Parkside Financial Bank & Trust
Missouri
$320K +$97.3K 6 0.18% Increased
1152
RBF Capital
RBF Capital
California
$319K +$348K 1 0.07% New
1153
CI
Cowen Inc
New York
$318K -$1.98M 1 0.02% Reduced
1154
LOT
Lombard Odier Transatlantic
Quebec, Canada
$314K $0 2 0.33% Maintained
1155
QAM
Quantres Asset Management
Cayman Islands
$313K +$308K 1 0.24% New
1156
WA
WealthTrust Axiom
Pennsylvania
$313K +$308K 1 0.13% New
1157
SFM
Signature Financial Management
Virginia
$309K $0 1 0.19% Maintained
1158
HCM
Hollencrest Capital Management
California
$308K +$323K 1 0.05% New
1159
CAM
Carret Asset Management
New York
$306K -$127K 1 0.07% Reduced
1160
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$306K +$115K 1 0.01% Increased
1161
ZIG
Zuckerman Investment Group
Illinois
$305K $0 1 0.07% Maintained
1162
IWMPD
Integrated Wealth Management (Palm Desert)
California
$304K +$8.92K 5 0.13% Increased
1163
BIAS
Beacon Investment Advisory Services
New Jersey
$301K +$310K 1 0.06% New
1164
CFA
Carroll Financial Associates
North Carolina
$301K +$9.36K 5 0.07% Increased
1165
PAIA
Park Avenue Institutional Advisers
New York
$297K -$37K 3 0.26% Reduced
1166
MCM
Monarch Capital Management
Indiana
$295K $0 1 0.12% Maintained
1167
SRIM
Saratoga Research & Investment Management
California
$294K $0 1 0.03% Maintained
1168
SS
Sunbelt Securities
Texas
$292K -$19.7K 1 0.4% Reduced
1169
IIM
Ipswich Investment Management
Massachusetts
$291K $0 1 0.14% Maintained
1170
SFSG
Stearns Financial Services Group
North Carolina
$291K $0 1 0.09% Maintained
1171
Harvard Management Company
Harvard Management Company
Massachusetts
$290K -$2.79M 1 0.02% Reduced
1172
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$289K +$34.4K 1 0.05% Increased
1173
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$289K -$6.19K 1 0.04% Reduced
1174
Gofen & Glossberg
Gofen & Glossberg
Illinois
$288K -$2.78K 1 0.01% Reduced
1175
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$288K $0 1 0.25% Maintained