← All themes Sin Stocks

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
Fulton Bank
Fulton Bank
Pennsylvania
$229K +$219K 1 0.02% New
1302
ZIG
Zuckerman Investment Group
Illinois
$229K $0 1 0.06% Maintained
1303
Colony Group
Colony Group
Massachusetts
$228K -$251K 1 0.03% Reduced
1304
LIC
Lodestar Investment Counsel
Illinois
$228K +$218K 1 0.03% New
1305
SCM
SOL Capital Management
Maryland
$227K $0 1 0.08% Maintained
1306
CCM
Cribstone Capital Management
Maine
$223K +$213K 1 0.18% New
1307
BWA
Burt Wealth Advisors
Maryland
$220K +$3.77K 4 0.2% Increased
1308
MC
Montag & Caldwell
Georgia
$220K +$892 1 0% Increased
1309
MIC
MU Investments Company
Japan
$220K +$8.67K 1 0.14% Increased
1310
ARMC
American Research & Management Company
Massachusetts
$217K $0 1 0.09% Maintained
1311
IFB
iAB Financial Bank
Indiana
$216K $0 1 0.15% Maintained
1312
BGIM
Boussard & Gavaudan Investment Management
United Kingdom
$213K $0 1 0.12% Maintained
1313
VC
Vicus Capital
Pennsylvania
$213K -$9.39K 1 0.05% Reduced
1314
SWA
Sutton Wealth Advisors
Florida
$213K +$208K 4 0.2% New
1315
BFC
Blue Fin Capital
Rhode Island
$212K -$8.46K 1 0.18% Reduced
1316
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$212K +$183K 2 0.02% Increased
1317
B
BancorpSouth
Mississippi
$211K $0 1 0.03% Maintained
1318
NG
NatWest Group
United Kingdom
$210K -$771K 1 0.05% Reduced
1319
CA
Cullinan Associates
Kentucky
$205K $0 1 0.02% Maintained
1320
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$204K $0 2 0.08% Maintained
1321
IC
Inverness Counsel
New York
$203K $0 1 0.02% Maintained
1322
Truepoint Inc
Truepoint Inc
Ohio
$203K +$194K 1 0.03% New
1323
AMG
Asset Management Group
Connecticut
$202K +$199K 1 0.09% New
1324
MLL
Moody Lynn & Lieberson
Massachusetts
$202K $0 1 0.03% Maintained
1325
GP
Girard Partners
Pennsylvania
$201K +$192K 1 0.09% New