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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
GIM
Grassi Investment Management
California
$216K +$214K 1 0.04% New
1327
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$216K -$537K 1 0.01% Reduced
1328
CBN
Cadence Bank NA
Texas
$215K +$199K 1 0.1% New
1329
BFC
Blue Fin Capital
Rhode Island
$214K -$9.15K 1 0.17% Reduced
1330
IC
Inverness Counsel
New York
$214K $0 1 0.02% Maintained
1331
CB
Community Bank
New York
$213K $0 2 0.05% Maintained
1332
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$213K $0 1 0.02% Maintained
1333
Waverly Advisors
Waverly Advisors
Alabama
$211K -$686 1 0.09% Reduced
1334
MFW
Mosaic Family Wealth
Missouri
$210K +$5.71K 4 0.1% Increased
1335
SWA
Sutton Wealth Advisors
Florida
$210K $0 4 0.19% Maintained
1336
SCA
Stuart Chaussee & Associates
California
$208K +$83.4K 1 0.17% Increased
1337
B
Brightworth
Georgia
$207K $0 1 0.16% Maintained
1338
MRCM
M&R Capital Management
New Jersey
$206K +$114K 3 0.06% Increased
1339
CCG
Chatham Capital Group
Georgia
$204K $0 1 0.06% Maintained
1340
MCM
Monarch Capital Management
Indiana
$204K $0 1 0.08% Maintained
1341
RMAM
Raab & Moskowitz Asset Management
New Jersey
$203K +$947 1 0.11% Increased
1342
CAL
Capital Advisors Ltd
Ohio
$200K +$25.3K 2 0.09% Increased
1343
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$200K +$197K 1 0.02% New
1344
KT
Kanaly Trust
Texas
$199K -$527K 5 0.04% Reduced
1345
IIC
Integrated Investment Consultants
Michigan
$196K +$97.8K 3 0.1% Increased
1346
BKA
Brick & Kyle Associates
Pennsylvania
$194K -$51.4K 2 0.16% Reduced
1347
OC
Oakworth Capital
Alabama
$193K -$145K 3 0.07% Reduced
1348
EDRM
Edmond de Rothschild (Monaco)
Monaco
$192K +$196K 1 0.17% New
1349
JGIA
Jackson Grant Investment Advisers
Connecticut
$188K +$305 2 0.16% Increased
1350
MIC
MU Investments Company
Japan
$188K +$50.7K 2 0.14% Increased