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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
1201
HC
Highmount Capital
New York
$235K -$267K 1 0.06% Reduced
1202
FHC
First Heartland Consultants
Missouri
$234K $0 1 0.1% Maintained
1203
LW
Linscomb Wealth
Texas
$234K +$18.9K 1 0.03% Increased
1204
MCM
Monarch Capital Management
Indiana
$231K $0 1 0.09% Maintained
1205
OC
Oakworth Capital
Alabama
$231K +$222K 3 0.12% Increased
1206
11A
10-15 Associates
New York
$228K -$2.21K 1 0.07% Reduced
1207
B
BancorpSouth
Mississippi
$226K $0 1 0.02% Maintained
1208
CC
Cannell & Co
New York
$225K $0 1 0.01% Maintained
1209
TWI
Thomas White International
Illinois
$224K $0 1 0.03% Maintained
1210
BDF
Balasa Dinverno & Foltz
$223K $0 1 0.03% Maintained
1211
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$223K -$413K 8 0.02% Reduced
1212
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$221K +$5.11K 1 0.04% Increased
1213
Wedbush Securities
Wedbush Securities
California
$221K -$107K 1 0.03% Reduced
1214
AP
Advisor Partners
California
$217K +$216K 1 0.1% New
1215
BAM
Berkshire Asset Management
Pennsylvania
$216K $0 1 0.04% Maintained
1216
Fulton Bank
Fulton Bank
Pennsylvania
$214K +$8.83K 1 0.02% Increased
1217
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$213K -$14.6K 1 0.02% Reduced
1218
SignatureFD
SignatureFD
Georgia
$213K +$128K 4 0.05% Increased
1219
GGHC
Gilder Gagnon Howe & Co
New York
$212K -$64.7M 1 0% Reduced
1220
TCM
Tradewinds Capital Management
Washington
$212K -$11.6K 1 0.15% Reduced
1221
FCM
Forester Capital Management
Illinois
$209K $0 1 0.16% Maintained
1222
WCA
Westover Capital Advisors
Delaware
$209K -$4.07K 1 0.18% Reduced
1223
PIC
Portland Investment Counsel
Ontario, Canada
$208K +$212K 1 0.29% New
1224
CFA
CT Financial Advisors
Pennsylvania
$208K +$195K 2 0.16% New
1225
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$206K -$15.1K 1 0.01% Reduced