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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
BHB
Bank Hapoalim BM
Israel
$573K -$23.1K 1 0.14% Reduced
1302
Hills Bank & Trust
Hills Bank & Trust
Iowa
$573K -$100K 2 0.14% Reduced
1303
CF
Copperwynd Financial
Arizona
$571K +$61.6K 1 0.32% Increased
1304
HA
Harbor Advisors
Florida
$571K $0 1 0.16% Maintained
1305
TCM
Tributary Capital Management
Nebraska
$570K +$70.3K 1 0.04% Increased
1306
55I LLC
55I LLC
Massachusetts
$568K +$566K 1 0.28% New
1307
VV
Verity & Verity
South Carolina
$565K -$39.3K 1 0.12% Reduced
1308
Focus Financial Network
Focus Financial Network
Minnesota
$564K +$208K 2 0.08% Increased
1309
WA
WBH Advisory
Maryland
$564K +$96K 1 0.13% Increased
1310
AR
Advisory Research
Illinois
$563K -$21.4M 1 0.03% Reduced
1311
CBN
Cadence Bank NA
Texas
$562K +$2.21K 1 0.22% Increased
1312
CBT
Central Bank & Trust
Kentucky
$562K +$14.3K 2 0.12% Increased
1313
ACM
Armbruster Capital Management
New York
$561K -$241K 1 0.23% Reduced
1314
RA
RiverPark Advisors
New York
$559K -$272K 1 0.25% Reduced
1315
BO
BRR OpCo
Ohio
$558K -$6.86K 1 0.09% Reduced
1316
LSAG
Lake Street Advisors Group
New Hampshire
$555K +$12K 2 0.06% Increased
1317
PFM
Peak Financial Management
Massachusetts
$555K $0 1 0.25% Maintained
1318
JHCP
Jackson Hole Capital Partners
Oklahoma
$554K +$23.5K 1 0.31% Increased
1319
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$554K +$7.36K 1 0.04% Increased
1320
NMC
Nine Masts Capital
Hong Kong
$553K +$546K 2 0.11% New
1321
Perigon Wealth Management
Perigon Wealth Management
California
$552K -$404K 1 0.13% Reduced
1322
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$551K +$85.5K 2 0.44% Increased
1323
GHAM
Gilman Hill Asset Management
Connecticut
$549K +$126K 1 0.18% Increased
1324
WA
Wheatland Advisors
Pennsylvania
$549K $0 2 0.5% Maintained
1325
Gofen & Glossberg
Gofen & Glossberg
Illinois
$547K +$29.3K 2 0.02% Increased