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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
1301
B
BancorpSouth
Mississippi
$211K +$205K 1 0.03% New
1302
Grimes & Company
Grimes & Company
Massachusetts
$211K +$7.24K 1 0.03% Increased
1303
VC
Vicus Capital
Pennsylvania
$210K +$203K 1 0.05% New
1304
HTHT
Hemenway Trust Hemenway Trust
New Hampshire
$208K $0 1 0.05% Maintained
1305
CA
Cullinan Associates
Kentucky
$207K -$1.11M 1 0.02% Reduced
1306
B
Brightworth
Georgia
$206K +$213K 1 0.21% New
1307
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$206K -$68K 2 0.08% Reduced
1308
RIA
Regal Investment Advisors
Michigan
$206K -$222K 1 0.05% Reduced
1309
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$203K +$194K 1 0.25% New
1310
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$203K -$4.63K 1 0.02% Reduced
1311
IC
Inverness Counsel
New York
$203K +$197K 1 0.02% New
1312
MLL
Moody Lynn & Lieberson
Massachusetts
$203K +$213K 1 0.03% New
1313
GW & Wade
GW & Wade
Massachusetts
$202K +$209K 1 0.04% New
1314
FCM
Forester Capital Management
Illinois
$200K $0 1 0.18% Maintained
1315
MIC
MU Investments Company
Japan
$199K -$28.9K 1 0.12% Reduced
1316
UFA
US Financial Advisors
Massachusetts
$199K +$184K 3 0.19% Increased
1317
FMA
FNY Managed Accounts
New York
$188K -$208K 1 0.93% Reduced
1318
MFW
Mosaic Family Wealth
Missouri
$187K +$198K 3 0.08% New
1319
CB
Community Bank
New York
$184K -$1.67K 2 0.04% Reduced
1320
VIA
Vantage Investment Advisors
Pennsylvania
$183K +$30.2K 4 0.09% Increased
1321
TCM
Tradewinds Capital Management
Washington
$176K -$8.46K 1 0.13% Reduced
1322
YL
YCG LLC
Texas
$175K +$24.6K 3 0.05% Increased
1323
PCM
Prelude Capital Management
New York
$169K -$39.4K 1 0.03% Reduced
1324
CAL
Capital Advisors Ltd
Ohio
$164K $0 2 0.09% Maintained
1325
Wolverine Asset Management
Wolverine Asset Management
Illinois
$162K -$27.4M 3 0% Reduced