← All themes Sin Stocks

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
PPSG
Princeton Portfolio Strategies Group
New Jersey
$606K -$104K 2 0.16% Reduced
1152
CCM
Catawba Capital Management
Virginia
$604K -$126K 1 0.14% Reduced
1153
MMG
Monetary Management Group
Missouri
$604K -$6K 3 0.25% Reduced
1154
BFIM
Beese Fulmer Investment Management
Ohio
$600K +$17.6K 1 0.14% Increased
1155
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$597K -$223K 1 0.05% Reduced
1156
WA1
Wimmer Associates 1
California
$597K -$40.7K 1 0.55% Reduced
1157
HVIA
Hudson Valley Investment Advisors
New York
$593K +$27.3K 1 0.15% Increased
1158
HFA
High Falls Advisors
New York
$591K +$396 1 0.22% Increased
1159
APFBOT
Amica Pension Fund Board of Trustees
Rhode Island
$589K $0 1 0.07% Maintained
1160
BAC
Boys Arnold & Co
North Carolina
$585K $0 1 0.09% Maintained
1161
GVT
Genesee Valley Trust
New York
$583K -$17.5K 2 0.24% Reduced
1162
TSWM
Triangle Securities Wealth Management
North Carolina
$583K -$12.9K 1 0.35% Reduced
1163
Truepoint Inc
Truepoint Inc
Ohio
$582K +$292K 2 0.06% Increased
1164
CCP
Corient Capital Partners
California
$580K -$583K 1 0.11% Reduced
1165
CA
Claar Advisors
New York
$579K +$623K 1 0.15% New
1166
RMAM
Raab & Moskowitz Asset Management
New Jersey
$578K -$177K 2 0.28% Reduced
1167
River Road Asset Management
River Road Asset Management
Kentucky
$577K +$317K 2 0.01% Increased
1168
SAM
Shamrock Asset Management
Texas
$577K -$13.8K 1 0.37% Reduced
1169
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$574K -$18.9K 2 0.07% Reduced
1170
ICOA
Investment Centers of America
North Dakota
$574K +$231K 2 0.04% Increased
1171
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$570K +$157K 1 0.06% Increased
1172
BTNA
Bremer Trust National Association
Minnesota
$569K -$54.4K 2 0.16% Reduced
1173
SL
Summitry LLC
California
$568K -$1.94K 1 0.05% Reduced
1174
Sowell Financial Services
Sowell Financial Services
Arkansas
$566K +$8.4K 1 0.15% Increased
1175
Hills Bank & Trust
Hills Bank & Trust
Iowa
$564K -$11.4K 2 0.18% Reduced