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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
1451
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$356K -$3.9K 1 0.1% Reduced
1452
SBIA
Sheaff Brock Investment Advisors
Indiana
$354K $0 1 0.04% Maintained
1453
WRM
Weybosset Research & Management
Rhode Island
$354K +$87.9K 1 0.21% Increased
1454
ALAM
Asahi Life Asset Management
Japan
$353K +$337K 2 0.07% Increased
1455
SPI
Santori & Peters Inc
Pennsylvania
$351K +$367K 1 0.26% New
1456
HI
Hendershot Investments
Virginia
$347K -$1.98K 1 0.11% Reduced
1457
ZCM
Zebra Capital Management
Connecticut
$346K +$40.9K 1 0.18% Increased
1458
First Merchants Corp
First Merchants Corp
Indiana
$345K $0 1 0.05% Maintained
1459
KLI
Kelman-Lazarov Inc
Tennessee
$345K -$108K 1 0.18% Reduced
1460
LFA
Landmark Financial Advisors
Kentucky
$344K $0 1 0.21% Maintained
1461
CCM
Cribstone Capital Management
Maine
$343K -$68.4K 2 0.19% Reduced
1462
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$342K +$123K 1 0.08% Increased
1463
NEPWA
New England Private Wealth Advisors
Massachusetts
$342K $0 1 0.08% Maintained
1464
Focus Financial Network
Focus Financial Network
Minnesota
$342K +$24.6K 1 0.05% Increased
1465
LP
LGL Partners
Pennsylvania
$340K $0 1 0.13% Maintained
1466
PFM
Probabilities Fund Management
New York
$340K $0 1 0.78% Maintained
1467
VI
Versor Investments
New York
$340K +$285K 1 0.02% New
1468
BOTW
Bank of the West
California
$338K -$9.75K 1 0.04% Reduced
1469
Credit Agricole
Credit Agricole
France
$338K -$2.6M 2 0.02% Reduced
1470
JCM
Jacobsen Capital Management
Utah
$336K +$334K 1 0.33% New
1471
MIM
Moseley Investment Management
Florida
$336K +$73.6K 1 0.31% Increased
1472
TW
Transform Wealth
Colorado
$334K +$88.8K 1 0.05% Increased
1473
DFA
Delta Financial Advisors
Louisiana
$329K +$326K 1 0.14% New
1474
GAM
Grandview Asset Management
Pennsylvania
$329K -$23.8K 1 0.3% Reduced
1475
Truepoint Inc
Truepoint Inc
Ohio
$328K +$318K 1 0.03% New