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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
1226
JIR
James Investment Research
Ohio
$207K -$755K 2 0% Reduced
1227
MLL
Moody Lynn & Lieberson
Massachusetts
$205K +$194K 1 0.03% New
1228
B
BancorpSouth
Mississippi
$204K $0 1 0.02% Maintained
1229
GLI
Guardian Life Insurance
New York
$204K +$1.18K 3 0.02% Increased
1230
DAM
Delta Asset Management
Tennessee
$202K $0 2 0.04% Maintained
1231
PCM
Pointe Capital Management
Michigan
$202K -$38.3K 1 0.09% Reduced
1232
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$200K +$196K 1 0.03% New
1233
Quadrant Capital Group
Quadrant Capital Group
Ohio
$188K +$196K 6 0.12% New
1234
IC
IKOS CIF
Cyprus
$182K +$40.7K 1 0.6% Increased
1235
DVM
Dreman Value Management
Florida
$179K +$6.54K 1 0.01% Increased
1236
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$176K +$175K 2 0.06% New
1237
SFM
Systematic Financial Management
New Jersey
$174K -$17.1M 1 0% Reduced
1238
CAL
Capital Advisors Ltd
Ohio
$173K $0 2 0.09% Maintained
1239
TWI
Thomas White International
Illinois
$168K -$49.5K 1 0.02% Reduced
1240
VIA
Vantage Investment Advisors
Pennsylvania
$164K -$153K 3 0.09% Reduced
1241
PAA
Peregrine Asset Advisers
Oregon
$153K $0 1 0.11% Maintained
1242
CB
Community Bank
New York
$151K -$58K 1 0.04% Reduced
1243
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$151K -$11.4K 1 0.05% Reduced
1244
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$149K +$146K 1 0.07% New
1245
YL
YCG LLC
Texas
$148K $0 3 0.04% Maintained
1246
TCCM
Timber Creek Capital Management
Massachusetts
$144K $0 3 0.12% Maintained
1247
BMM
Buffington Mohr McNeal
Idaho
$143K $0 1 0.08% Maintained
1248
Balentine LLC
Balentine LLC
Georgia
$142K -$66.8K 2 0.02% Reduced
1249
MIC
MU Investments Company
Japan
$139K -$64.3K 1 0.07% Reduced
1250
PIM
Parasol Investment Management
Illinois
$133K $0 2 0.09% Maintained