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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
Pathstone Family Office
Pathstone Family Office
New Jersey
$664K -$124K 4 0.37% Reduced
1227
SMH
Sanders Morris Harris
Texas
$663K +$704K 1 0.28% New
1228
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$663K +$253K 3 0.28% Increased
1229
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$661K -$75.3K 1 0.7% Reduced
1230
HA
Harbor Advisors
Florida
$660K +$665K 1 0.22% New
1231
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$656K +$194K 1 0.07% Increased
1232
AIS
American Investment Services
Massachusetts
$655K -$20.2K 2 0.23% Reduced
1233
PFM
Parsec Financial Management
North Carolina
$653K -$51.2K 1 0.04% Reduced
1234
Levin Capital Strategies
Levin Capital Strategies
New York
$643K -$16.7M 2 0.01% Reduced
1235
Penserra Capital Management
Penserra Capital Management
California
$642K -$7.82K 2 0.06% Reduced
1236
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$641K $0 1 0.01% Maintained
1237
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$640K -$10.6K 1 0.2% Reduced
1238
Sargent Bickham Lagudis
Sargent Bickham Lagudis
Colorado
$639K -$90.6K 6 0.08% Reduced
1239
GW&K Investment Management
GW&K Investment Management
Massachusetts
$637K +$8.43K 1 0.01% Increased
1240
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$634K -$180K 2 0.02% Reduced
1241
CCM
Catawba Capital Management
Virginia
$633K $0 1 0.15% Maintained
1242
BWM
Buckley Wealth Management
Nevada
$630K -$240K 2 0.31% Reduced
1243
Grimes & Company
Grimes & Company
Massachusetts
$624K +$383K 1 0.06% Increased
1244
FPS
Fieldpoint Private Securities
Connecticut
$622K +$29.3K 3 0.28% Increased
1245
Hills Bank & Trust
Hills Bank & Trust
Iowa
$617K $0 2 0.19% Maintained
1246
WA1
Wimmer Associates 1
California
$611K $0 1 0.54% Maintained
1247
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$610K -$27.1K 2 0.05% Reduced
1248
SAM
Shamrock Asset Management
Texas
$610K -$26.7K 1 0.36% Reduced
1249
CI
CAZ Investments
Texas
$605K $0 1 1.17% Maintained
1250
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$605K -$31.6K 2 0.02% Reduced