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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
PHK
Point72 Hong Kong
Hong Kong
$325K +$156K 2 0.32% Increased
1227
WA
Winfield Associates
Ohio
$323K -$131K 4 0.2% Reduced
1228
FTI
Fiduciary Trust International
Massachusetts
$322K $0 1 0.11% Maintained
1229
Park National Corp
Park National Corp
Ohio
$322K +$37K 2 0.02% Increased
1230
PG
Patten Group
Tennessee
$321K -$824K 3 0.14% Reduced
1231
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$320K $0 1 0.04% Maintained
1232
CAM
Carret Asset Management
New York
$317K -$223K 1 0.06% Reduced
1233
BFA
Beaumont Financial Advisors
Massachusetts
$316K +$327K 1 0.05% New
1234
PAM
Paradigm Asset Management
New York
$316K -$428K 2 0.06% Reduced
1235
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$315K +$2K 1 0.11% Increased
1236
PFS
Physicians Financial Services
North Carolina
$315K -$126K 2 0.26% Reduced
1237
AIL
AGF Investments LLC
Ontario, Canada
$309K +$314K 2 0.08% New
1238
CAM
Chesapeake Asset Management
New York
$305K -$35K 1 0.26% Reduced
1239
CFA
Carroll Financial Associates
North Carolina
$301K +$4.06K 5 0.04% Increased
1240
Hills Bank & Trust
Hills Bank & Trust
Iowa
$299K -$215K 1 0.11% Reduced
1241
SBIA
Sheaff Brock Investment Advisors
Indiana
$299K -$169K 1 0.04% Reduced
1242
TCM
Teza Capital Management
Illinois
$297K +$308K 1 0.42% New
1243
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$294K -$15.7K 6 0.15% Reduced
1244
MHS
M Holdings Securities
Oregon
$294K +$55.4K 1 0.1% Increased
1245
BIAS
Beacon Investment Advisory Services
New Jersey
$292K $0 1 0.06% Maintained
1246
LF
Lee Financial
Texas
$292K +$302K 2 0.16% New
1247
Harvard Management Company
Harvard Management Company
Massachusetts
$291K $0 1 0.04% Maintained
1248
CC
Cannell & Co
New York
$290K +$67.3K 1 0.01% Increased
1249
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$289K +$1.05K 1 0.09% Increased
1250
SS
Sunbelt Securities
Texas
$289K +$5.05K 1 0.44% Increased