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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
BCM
Bourgeon Capital Management
Connecticut
$343K $0 1 0.18% Maintained
1377
BSB
Bangor Savings Bank
Maine
$340K +$11.3K 1 0.06% Increased
1378
Chilton Capital Management
Chilton Capital Management
Texas
$340K -$8.18K 1 0.03% Reduced
1379
KC
KHP Capital
Oklahoma
$340K $0 1 0.21% Maintained
1380
AIM
Alambic Investment Management
California
$338K +$353K 1 0.27% New
1381
JCM
Jacobi Capital Management
Pennsylvania
$336K +$161K 3 0.09% Increased
1382
RPAM
Rhenman & Partners Asset Management
Sweden
$332K $0 1 0.03% Maintained
1383
Capstone Investment Advisors
Capstone Investment Advisors
New York
$330K +$114K 2 0% Increased
1384
PWPS
Pinnacle Wealth Planning Services
Ohio
$330K -$224K 1 0.3% Reduced
1385
NWM
Northwest Wealth Management
Iowa
$329K +$97.5K 4 0.25% Increased
1386
SP
SWS Partners
Ohio
$328K +$29.6K 1 0.21% Increased
1387
RIA
Regal Investment Advisors
Michigan
$327K -$173K 1 0.07% Reduced
1388
RMAM
Raab & Moskowitz Asset Management
New Jersey
$325K +$76.3K 4 0.13% Increased
1389
HI
Hendershot Investments
Virginia
$324K $0 1 0.11% Maintained
1390
CIP
Convergence Investment Partners
Florida
$323K -$292K 1 0.07% Reduced
1391
Addenda Capital
Addenda Capital
Quebec, Canada
$322K $0 1 0.03% Maintained
1392
Avior Wealth Management
Avior Wealth Management
Nebraska
$320K -$85.2K 2 0.07% Reduced
1393
LFA
Landmark Financial Advisors
Kentucky
$318K +$328K 1 0.19% New
1394
BFG
Bouchey Financial Group
New York
$316K +$141K 1 0.08% New
1395
PCM
Perritt Capital Management
Illinois
$316K $0 1 0.09% Maintained
1396
AMG
Asset Management Group
Connecticut
$315K $0 1 0.11% Maintained
1397
CCIA
Campbell & Co Investment Adviser
Maryland
$315K -$476K 1 0.21% Reduced
1398
CFA
Capstone Financial Advisors
Illinois
$315K $0 1 0.08% Maintained
1399
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$315K -$64.7K 3 0.17% Reduced
1400
NO
Ninety One
South Africa
$315K $0 1 0.05% Maintained