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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
CCM
Canal Capital Management
Virginia
$669K +$6.8K 1 0.38% Increased
1202
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$668K +$63.7K 1 0.05% Increased
1203
CPIA
Cornell Pochily Investment Advisors
New York
$668K -$145K 1 0.45% Reduced
1204
MPAM
Murphy Pohlad Asset Management
Minnesota
$662K -$35.9K 1 0.41% Reduced
1205
BCP
Blackhawk Capital Partners
Wisconsin
$661K +$851K 1 0.93% Increased
1206
ICM
Intrepid Capital Management
Florida
$660K $0 1 0.25% Maintained
1207
PWSG
Pacific Wealth Strategies Group
California
$659K -$33.4K 1 0.42% Reduced
1208
HJIM
Henry James International Management
New York
$655K +$694K 3 0.25% New
1209
EMG
Ellington Management Group
Connecticut
$648K +$680K 2 0.17% New
1210
Lido Advisors
Lido Advisors
California
$648K +$59.9K 2 0.06% Increased
1211
WA1
Wimmer Associates 1
California
$640K $0 1 0.53% Maintained
1212
BFA
Beaumont Financial Advisors
Massachusetts
$638K +$17K 1 0.06% Increased
1213
NERM
New England Research & Management
Illinois
$634K +$625K 1 0.41% New
1214
AIS
American Investment Services
Massachusetts
$630K $0 2 0.21% Maintained
1215
DA
Doliver Advisors
Texas
$630K +$122K 2 0.26% Increased
1216
Perigon Wealth Management
Perigon Wealth Management
California
$630K +$621K 1 0.16% New
1217
GW&K Investment Management
GW&K Investment Management
Massachusetts
$616K -$42.6K 1 0.01% Reduced
1218
BIM
Baldwin Investment Management
Pennsylvania
$613K +$605K 1 0.18% New
1219
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$612K $0 1 0.17% Maintained
1220
RPC
Rossmore Private Capital
Connecticut
$609K +$330K 1 0.24% Increased
1221
SAM
Shamrock Asset Management
Texas
$606K +$6.43K 2 0.38% Increased
1222
HS
HighVista Strategies
Massachusetts
$604K +$595K 1 0.28% New
1223
Pathstone Family Office
Pathstone Family Office
New Jersey
$601K $0 2 0.19% Maintained
1224
BA
Bennicas & Associates
California
$600K $0 1 0.52% Maintained
1225
FPS
Fieldpoint Private Securities
Connecticut
$599K +$17.4K 3 0.23% Increased