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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
1376
Wedge Capital Management
Wedge Capital Management
North Carolina
$351K -$3.04K 1 0% Reduced
1377
RAM
Redmond Asset Management
Virginia
$350K +$369K 1 0.15% New
1378
AKO Capital
AKO Capital
United Kingdom
$339K +$5.34M 1 0.03% Increased
1379
FAIM
Financial Advocates Investment Management
Washington
$339K +$319K 1 0.05% New
1380
CFA
Carroll Financial Associates
North Carolina
$330K -$3.03K 6 0.04% Reduced
1381
PCM
Perritt Capital Management
Illinois
$330K -$20K 1 0.09% Reduced
1382
TW
Transform Wealth
Colorado
$330K $0 1 0.06% Maintained
1383
OAM
Oak Asset Management
California
$328K +$346K 1 0.25% New
1384
ZIG
Zuckerman Investment Group
Illinois
$328K +$16.7K 1 0.08% Increased
1385
Gratus Capital
Gratus Capital
Georgia
$327K $0 2 0.04% Maintained
1386
Jensen Investment Management
Jensen Investment Management
Oregon
$327K $0 1 0% Maintained
1387
CFA
Capstone Financial Advisors
Illinois
$325K -$10.8K 1 0.12% Reduced
1388
CI
Cavalier Investments
Georgia
$325K +$301K 1 0.13% New
1389
FPCP
Fort Point Capital Partners
California
$325K $0 1 0.15% Maintained
1390
HCP
Holt Capital Partners
Texas
$324K -$29.8K 1 0.1% Reduced
1391
Perigon Wealth Management
Perigon Wealth Management
California
$323K +$26.8K 4 0.12% Increased
1392
BHB
Bank Hapoalim BM
Israel
$322K -$409K 1 0.07% Reduced
1393
QSS
Quantitative Systematic Strategies
Florida
$322K -$686K 1 0.08% Reduced
1394
CWM
Concentric Wealth Management
California
$321K $0 1 0.23% Maintained
1395
SFM
Signature Financial Management
Virginia
$317K -$194K 1 0.09% Reduced
1396
RM
Resource Management
Louisiana
$314K +$318K 1 0.06% New
1397
RPAM
Rhenman & Partners Asset Management
Sweden
$313K $0 1 0.04% Maintained
1398
BL
BFSG LLC
California
$312K +$295K 1 0.13% New
1399
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$312K $0 1 0.32% Maintained
1400
RG
Rikoon Group
New Mexico
$312K $0 1 0.13% Maintained