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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
1176
Jensen Investment Management
Jensen Investment Management
Oregon
$451K +$92.3K 1 0.01% Increased
1177
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$449K +$227K 1 0.05% Increased
1178
Gofen & Glossberg
Gofen & Glossberg
Illinois
$449K -$35.7K 2 0.02% Reduced
1179
CMANY
Capital Management Associates (New York)
New York
$446K $0 1 0.67% Maintained
1180
EGA
E&G Advisors
Texas
$446K +$409K 1 0.21% New
1181
MA
Marshwinds Advisory
Georgia
$446K -$11.6K 1 0.21% Reduced
1182
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$446K -$534 1 0.17% Reduced
1183
SRIM
Saratoga Research & Investment Management
California
$442K +$135K 1 0.04% Increased
1184
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$440K +$12.5K 1 0.14% Increased
1185
Smithfield Trust
Smithfield Trust
Pennsylvania
$440K $0 5 0.06% Maintained
1186
PM
Parametrica Management
Hong Kong
$436K +$401K 1 0.41% New
1187
LWM
Lenox Wealth Management
Ohio
$435K +$445K 3 0.18% New
1188
MWM
Marietta Wealth Management
Georgia
$433K -$6.43K 1 0.26% Reduced
1189
KLI
Kelman-Lazarov Inc
Tennessee
$429K +$47.5K 1 0.24% Increased
1190
SMC
Smith, Moore & Co
Missouri
$429K +$2.75K 1 0.14% Increased
1191
FCB
First Command Bank
Texas
$427K -$11.8K 4 0.28% Reduced
1192
FCFS
First Command Financial Services
Texas
$427K -$11.8K 4 0.28% Reduced
1193
SLF
Sun Life Financial
Ontario, Canada
$423K +$408K 3 0.05% Increased
1194
First Horizon Advisors
First Horizon Advisors
Tennessee
$422K -$108K 5 0.05% Reduced
1195
RTS
Round Table Services
New Jersey
$418K +$194K 1 0.15% Increased
1196
Emerald Advisers
Emerald Advisers
Pennsylvania
$414K $0 1 0.02% Maintained
1197
SFM
Signature Financial Management
Virginia
$411K +$55.5K 1 0.13% Increased
1198
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$410K +$397K 4 0.12% New
1199
BC
Banced Corp
Illinois
$409K -$101K 1 0.76% Reduced
1200
FTI
Fiduciary Trust International
Massachusetts
$407K $0 1 0.11% Maintained