← 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	SI SII Investments Appleton, Wisconsin	$266K	-$798K	1	0.02%	Reduced
1302	4IG 440 Investment Group Overland Park, Kansas	$264K	$0	1	0.21%	Maintained
1303	RG Rikoon Group Santa Fe, New Mexico	$264K	$0	1	0.12%	Maintained
1304	CWM Concentric Wealth Management Lafayette, California	$263K	$0	1	0.21%	Maintained
1305	HI Hendershot Investments Centreville, Virginia	$262K	-$2.95K	1	0.12%	Reduced
1306	SignatureFD Atlanta, Georgia	$262K	-$306K	1	0.04%	Reduced
1307	LCM LVM Capital Management Portage, Michigan	$261K	-$20.8K	1	0.07%	Reduced
1308	GCMG Gyroscope Capital Management Group Naples, Florida	$260K	-$200K	1	0.13%	Reduced
1309	FPF FNY Partners Fund New York	$258K	-$1.8M	2	0.06%	Reduced
1310	Bridgewater Associates Westport, Connecticut	$257K	+$259K	1	0%	New
1311	CPA Court Place Advisors Ellicott City, Maryland	$256K	$0	1	0.12%	Maintained
1312	ZIG Zuckerman Investment Group Chicago, Illinois	$255K	$0	1	0.07%	Maintained
1313	HCP Holt Capital Partners Fort Worth, Texas	$254K	$0	1	0.09%	Maintained
1314	TDC Thompson Davis & Co Richmond, Virginia	$254K	-$72.1K	3	0.41%	Reduced
1315	Allworth Financial Folsom, California	$253K	-$1.37K	3	0.02%	Reduced
1316	IFB iAB Financial Bank Fort Wayne, Indiana	$253K	+$13.5K	1	0.12%	Increased
1317	Segall Bryant & Hamill Chicago, Illinois	$252K	$0	1	0.01%	Maintained
1318	LCP Legacy Capital Partners Milwaukee, Wisconsin	$250K	$0	1	0.14%	Maintained
1319	JT Jump Trading Chicago, Illinois	$248K	+$257K	1	0.04%	New
1320	Krilogy Financial St. Louis, Missouri	$248K	+$121K	3	0.07%	Increased
1321	Brighton Jones LLC Seattle, Washington	$245K	+$226K	1	0.03%	New
1322	Grimes & Company Westborough, Massachusetts	$245K	$0	1	0.03%	Maintained
1323	CB Community Bank Dewitt, New York	$243K	+$10.5K	2	0.03%	Increased
1324	SAMC Spectrum Asset Management (California) Newport Beach, California	$242K	+$241K	1	0.22%	New
1325	ARMC American Research & Management Company Marion, Massachusetts	$241K	$0	1	0.08%	Maintained