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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
NFG
Next Financial Group
Texas
$302K -$714K 1 0.04% Reduced
1452
PFM
Probabilities Fund Management
New York
$302K $0 1 0.86% Maintained
1453
SIM
Sonora Investment Management
Arizona
$302K +$83K 4 0.03% Increased
1454
BRWM
B. Riley Wealth Management
Tennessee
$298K -$55.1K 1 0.03% Reduced
1455
Mission Wealth Management
Mission Wealth Management
California
$298K -$240K 1 0.03% Reduced
1456
YMRC
Yorktown Management & Research Company
Virginia
$297K -$456K 1 0.27% Reduced
1457
HA
Harbor Advisors
Florida
$296K $0 1 0.08% Maintained
1458
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$296K -$215K 1 0.01% Reduced
1459
HIM
Hanlon Investment Management
New Jersey
$295K +$266K 1 0.09% New
1460
PC
Permit Capital
Pennsylvania
$295K $0 2 0.11% Maintained
1461
FMLI
Fukoku Mutual Life Insurance
Japan
$294K $0 1 0.03% Maintained
1462
GIP
Greatmark Investment Partners
Georgia
$294K $0 1 0.08% Maintained
1463
JCM
Jacobsen Capital Management
Utah
$294K +$281K 1 0.22% New
1464
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$293K +$6.86K 1 0.04% Increased
1465
PMA
Prudent Man Advisors
Illinois
$293K +$279K 1 0.26% New
1466
Avantax Planning Partners
Avantax Planning Partners
Iowa
$292K +$500 1 0.02% Increased
1467
TCM
Traynor Capital Management
Pennsylvania
$289K +$18.9K 1 0.07% Increased
1468
RCAG
Rehmann Capital Advisory Group
Michigan
$288K +$224K 2 0.04% Increased
1469
Addenda Capital
Addenda Capital
Quebec, Canada
$287K $0 1 0.02% Maintained
1470
ZIG
Zuckerman Investment Group
Illinois
$286K $0 1 0.07% Maintained
1471
Avior Wealth Management
Avior Wealth Management
Nebraska
$284K +$251K 4 0.04% Increased
1472
IC
Inscription Capital
Texas
$284K -$97.3K 1 0.16% Reduced
1473
QC
QCM Cayman
Texas
$281K +$253K 1 0.64% New
1474
LCP
Legacy Capital Partners
Wisconsin
$280K $0 1 0.12% Maintained
1475
PBC
Pavion Blue Capital
California
$280K +$68.6K 1 0.24% Increased