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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
1351
Harvard Management Company
Harvard Management Company
Massachusetts
$212K -$123K 1 0.01% Reduced
1352
FFC
First Financial Corp
Indiana
$211K -$41.8K 3 0.13% Reduced
1353
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$211K +$203K 1 0.01% New
1354
Waverly Advisors
Waverly Advisors
Alabama
$210K +$204K 1 0.06% New
1355
BHA
Beech Hill Advisors
New York
$209K +$205K 1 0.12% New
1356
GLI
Guardian Life Insurance
New York
$208K -$2.71K 3 0.03% Reduced
1357
PFS
Physicians Financial Services
North Carolina
$208K +$36.7K 1 0.18% Increased
1358
ZCA
Zeke Capital Advisors
Pennsylvania
$207K +$199K 1 0.04% New
1359
MMG
Monetary Management Group
Missouri
$205K -$92K 3 0.09% Reduced
1360
SWA
Sutton Wealth Advisors
Florida
$204K $0 4 0.17% Maintained
1361
BSB
Bangor Savings Bank
Maine
$204K -$1.31M 1 0.05% Reduced
1362
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$203K +$197K 1 0.11% New
1363
WP
WealthPLAN Partners
Nebraska
$202K +$197K 1 0.7% New
1364
CB
Community Bank
New York
$194K -$11K 1 0.04% Reduced
1365
LIM
Lagoda Investment Management
New York
$194K $0 1 0.08% Maintained
1366
FMA
FNY Managed Accounts
New York
$190K +$194K 3 0.59% New
1367
PCM
Prelude Capital Management
New York
$190K +$182K 1 0.02% New
1368
FPS
Fieldpoint Private Securities
Connecticut
$187K +$182K 2 0.15% New
1369
VanEck Associates
VanEck Associates
New York
$187K +$12.9K 1 0% Increased
1370
FCM
Forester Capital Management
Illinois
$180K -$66.2K 1 0.22% Reduced
1371
SFG
SevenBridge Financial Group
Pennsylvania
$179K -$6.23K 3 0.12% Reduced
1372
CIC
Cutler Investment Counsel
Oregon
$170K $0 1 0.04% Maintained
1373
JGIA
Jackson Grant Investment Advisers
Connecticut
$170K +$293 2 0.14% Increased
1374
PC
Permit Capital
Pennsylvania
$164K $0 2 0.1% Maintained
1375
IHT Wealth Management
IHT Wealth Management
Illinois
$160K +$22.8K 5 0.11% Increased