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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
1326
GLI
Guardian Life Insurance
New York
$199K -$42.9K 3 0.02% Reduced
1327
MFW
Mosaic Family Wealth
Missouri
$198K +$9.72K 4 0.1% Increased
1328
CB
Community Bank
New York
$193K $0 2 0.05% Maintained
1329
YL
YCG LLC
Texas
$191K +$16.6K 3 0.06% Increased
1330
PCM
Prelude Capital Management
New York
$189K +$29.9K 1 0.03% Increased
1331
AIM
Advantage Investment Management
Iowa
$181K +$18.3K 6 0.08% Increased
1332
Rockefeller Financial Services
Rockefeller Financial Services
New York
$180K +$46.8K 3 0% Increased
1333
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$179K -$98K 4 0.04% Reduced
1334
VIA
Vantage Investment Advisors
Pennsylvania
$179K -$3.2K 4 0.08% Reduced
1335
TCM
Tradewinds Capital Management
Washington
$174K -$602 2 0.12% Reduced
1336
JGIA
Jackson Grant Investment Advisers
Connecticut
$170K +$53.5K 2 0.16% Increased
1337
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$166K $0 1 0.02% Maintained
1338
PIM
Parasol Investment Management
Illinois
$166K $0 1 0.16% Maintained
1339
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$162K +$12.2K 1 0.08% Increased
1340
QC
QCM Cayman
Texas
$162K -$87.5K 1 0.11% Reduced
1341
CAL
Capital Advisors Ltd
Ohio
$161K $0 2 0.08% Maintained
1342
Bailard
Bailard
California
$155K -$782K 1 0.02% Reduced
1343
PTA
Pear Tree Advisors
Massachusetts
$153K -$283K 1 0.06% Reduced
1344
Klingman & Associates
Klingman & Associates
New York
$148K +$141K 1 0.05% New
1345
DIA
Davidson Investment Advisors
Montana
$141K $0 1 0.02% Maintained
1346
GBT
Grove Bank & Trust
Florida
$140K $0 2 0.13% Maintained
1347
SIM
Sonora Investment Management
Arizona
$130K -$9.05K 4 0.03% Reduced
1348
ZB
Zions Bancorporation
Utah
$124K +$1.75K 5 0.02% Increased
1349
AIM
Acrospire Investment Management
Illinois
$120K +$112K 4 0.08% New
1350
CIM
CenturyLink Investment Management
Colorado
$117K -$4.82K 1 0.04% Reduced