← 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
1201
BKA
Brick & Kyle Associates
Pennsylvania
$263K $0 2 0.23% Maintained
1202
HI
Hendershot Investments
Virginia
$263K -$1.35K 1 0.14% Reduced
1203
WA
Winfield Associates
Ohio
$262K +$242K 2 0.18% Increased
1204
IIM
Ipswich Investment Management
Massachusetts
$261K $0 1 0.11% Maintained
1205
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$258K +$31.7K 1 0.04% Increased
1206
RWA
Ropes Wealth Advisors
Massachusetts
$258K +$256K 3 0.13% New
1207
CPO
Cerity Partners OCIO
New York
$257K -$2.6M 1 0.03% Reduced
1208
MMG
Monetary Management Group
Missouri
$257K -$96.6K 3 0.11% Reduced
1209
BOTW
Bank of the West
California
$256K -$332K 1 0.04% Reduced
1210
ID
Integral Derivatives
New York
$256K +$254K 1 0.01% New
1211
MCM
Manchester Capital Management
Vermont
$256K -$229K 3 0.04% Reduced
1212
Allworth Financial
Allworth Financial
California
$255K +$265K 3 0.09% New
1213
JCM
Jag Capital Management
Missouri
$254K $0 1 0.05% Maintained
1214
POA
Pergamon Offshore Advisors
New York
$254K -$140K 1 0.25% Reduced
1215
TCM
Twin Capital Management
Pennsylvania
$254K -$1.2M 1 0.02% Reduced
1216
11A
10-15 Associates
New York
$248K $0 1 0.08% Maintained
1217
CFA
Capstone Financial Advisors
Illinois
$246K -$2.53K 1 0.09% Reduced
1218
ARMC
American Research & Management Company
Massachusetts
$245K +$86.3K 1 0.1% Increased
1219
OC
Oakworth Capital
Alabama
$245K $0 3 0.11% Maintained
1220
CC
Cannell & Co
New York
$244K $0 1 0.01% Maintained
1221
TCB
Texas Capital Bancshares
Texas
$244K -$4.03K 1 0.14% Reduced
1222
CFA
CT Financial Advisors
Pennsylvania
$243K $0 2 0.13% Maintained
1223
PCM
Pointe Capital Management
Michigan
$242K +$240K 1 0.11% New
1224
BCP
Blue Chip Partners
Michigan
$241K +$251K 1 0.16% New
1225
CL
CPWM LLC
Washington
$241K -$81K 1 0.07% Reduced