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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
1401
Brighton Jones LLC
Brighton Jones LLC
Washington
$310K +$648 1 0.04% Increased
1402
First Merchants Corp
First Merchants Corp
Indiana
$309K $0 1 0.05% Maintained
1403
PFS
Physicians Financial Services
North Carolina
$309K $0 1 0.24% Maintained
1404
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$307K +$1.1K 1 0.01% Increased
1405
LCP
Legacy Capital Partners
Wisconsin
$304K $0 1 0.15% Maintained
1406
LCM
LVM Capital Management
Michigan
$303K $0 1 0.07% Maintained
1407
WIP
Wellesley Investment Partners
Massachusetts
$301K +$5.1K 1 0.11% Increased
1408
SWA
Sutton Wealth Advisors
Florida
$299K +$1.05K 4 0.22% Increased
1409
M
MOTCO
Texas
$297K -$31.4K 3 0.03% Reduced
1410
CBN
Cadence Bank NA
Texas
$296K +$7.57K 1 0.11% Increased
1411
CB
CNB Bank
Pennsylvania
$296K +$324K 3 0.18% New
1412
Addenda Capital
Addenda Capital
Quebec, Canada
$295K $0 1 0.02% Maintained
1413
BSB
Bangor Savings Bank
Maine
$293K -$24.5K 1 0.06% Reduced
1414
Park National Corp
Park National Corp
Ohio
$293K +$18.5K 1 0.02% Increased
1415
SCM
SOL Capital Management
Maryland
$292K +$13.8K 1 0.08% Increased
1416
BCM
Bluefin Capital Management
New York
$290K -$16.4M 1 0.02% Reduced
1417
BWA
Burt Wealth Advisors
Maryland
$290K $0 2 0.18% Maintained
1418
SAMC
Spectrum Asset Management (California)
California
$288K -$200K 1 0.22% Reduced
1419
IIM
Ipswich Investment Management
Massachusetts
$287K $0 1 0.12% Maintained
1420
LIM
Lagoda Investment Management
New York
$286K $0 1 0.11% Maintained
1421
LC
LCNB Corp
Ohio
$285K $0 1 0.25% Maintained
1422
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$283K +$264K 1 0.03% New
1423
BTNA
Bremer Trust National Association
Minnesota
$278K -$329K 1 0.07% Reduced
1424
DCM
Dimension Capital Management
Florida
$278K +$2.71K 1 0.17% Increased
1425
PFA
Pathway Financial Advisors
Vermont
$278K +$264K 4 0.16% New