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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
1251
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$399K -$1.2M 1 0.01% Reduced
1252
BFA
Beaumont Financial Advisors
Massachusetts
$399K $0 1 0.05% Maintained
1253
HEIP
Hudson Edge Investment Partners
New Jersey
$398K -$74.5K 1 0.06% Reduced
1254
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$396K $0 1 0.05% Maintained
1255
AIM
Advantage Investment Management
Iowa
$394K +$47.1K 6 0.13% Increased
1256
LIC
Lodestar Investment Counsel
Illinois
$391K $0 1 0.05% Maintained
1257
SignatureFD
SignatureFD
Georgia
$390K +$103K 2 0.05% Increased
1258
RIA
Regal Investment Advisors
Michigan
$388K +$291K 2 0.09% Increased
1259
EIM
Essex Investment Management
Massachusetts
$385K $0 1 0.05% Maintained
1260
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$385K -$32.3K 1 0.05% Reduced
1261
SCM
Snow Capital Management
Pennsylvania
$382K +$411K 1 0.02% New
1262
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$381K +$368K 2 0.03% New
1263
GHAM
Gilman Hill Asset Management
Connecticut
$381K +$22.4K 1 0.16% Increased
1264
LF
Lee Financial
Texas
$381K $0 2 0.12% Maintained
1265
MHS
M Holdings Securities
Oregon
$381K -$29.3K 1 0.12% Reduced
1266
BC
Banced Corp
Illinois
$380K -$40.2K 1 0.66% Reduced
1267
Barings
Barings
North Carolina
$380K +$148K 1 0.01% Increased
1268
PFBT
Parkside Financial Bank & Trust
Missouri
$379K +$271 5 0.15% Increased
1269
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$376K +$62.7K 1 0.02% Increased
1270
MBT
Montecito Bank & Trust
California
$365K +$35K 1 0.13% Increased
1271
IP
Investment Partners
Ohio
$364K +$361K 1 0.31% New
1272
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$361K -$29.3K 5 0.18% Reduced
1273
Lido Advisors
Lido Advisors
California
$361K -$633K 2 0.06% Reduced
1274
MSR
Main Street Research
Connecticut
$357K +$15.4K 1 0.06% Increased
1275
Penserra Capital Management
Penserra Capital Management
California
$353K +$41.9K 2 0.08% Increased