← 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
1226
VFAM
Valley Forge Asset Management
Pennsylvania
$206K +$192K 1 0.02% New
1227
DSI
Daiwa SB Investments
Japan
$205K $0 1 0.03% Maintained
1228
DAM
Delta Asset Management
Tennessee
$204K $0 2 0.04% Maintained
1229
PGIM
Pacific Global Investment Management
California
$204K +$74 1 0.04% Increased
1230
QCMC
Quantum Capital Management (California)
California
$203K +$45.2K 1 0.05% Increased
1231
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$202K -$2.33M 1 0.08% Reduced
1232
BWA
Burt Wealth Advisors
Maryland
$197K +$196K 2 0.21% New
1233
PCM
Prelude Capital Management
New York
$195K -$128K 3 0.03% Reduced
1234
VNA
Valley National Advisers
Pennsylvania
$195K +$258K 2 0.15% New
1235
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$194K +$762 2 0.04% Increased
1236
MAM
Mizuho Asset Management
Japan
$184K +$48.2K 3 0.06% Increased
1237
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$178K -$2.74K 1 0.01% Reduced
1238
CB
Community Bank
New York
$176K +$164K 1 0.04% New
1239
CAL
Capital Advisors Ltd
Ohio
$170K $0 2 0.09% Maintained
1240
DVM
Dreman Value Management
Florida
$168K +$14.8K 1 0.01% Increased
1241
ARMC
American Research & Management Company
Massachusetts
$167K $0 1 0.06% Maintained
1242
NIMI
Natixis Investment Managers International
France
$161K -$2.19M 1 0.02% Reduced
1243
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$159K $0 4 0.02% Maintained
1244
FCE
Fiera Capital (Europe)
Cayman Islands
$156K -$6.96M 1 0.11% Reduced
1245
PAA
Peregrine Asset Advisers
Oregon
$156K $0 1 0.11% Maintained
1246
PHS
Pekin Hardy Strauss
Illinois
$155K -$18.9K 1 0.02% Reduced
1247
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$152K -$104 3 0% Reduced
1248
VIA
Vantage Investment Advisors
Pennsylvania
$146K $0 3 0.08% Maintained
1249
DTL
Dynamic Technology Lab
Singapore
$143K +$146K 1 0.07% New
1250
HCM
Horan Capital Management
Maryland
$137K $0 1 0.05% Maintained