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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
1476
KCM
Kanawha Capital Management
Virginia
$264K $0 1 0.04% Maintained
1477
LC
LCNB Corp
Ohio
$264K $0 1 0.24% Maintained
1478
SSW
Smith Shellnut Wilson
Mississippi
$264K -$153K 1 0.23% Reduced
1479
PC
Permit Capital
Pennsylvania
$260K -$17.5K 2 0.14% Reduced
1480
TG
TLP Group
Illinois
$260K +$269K 1 0.18% Increased
1481
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$259K -$249K 1 0.02% Reduced
1482
CB
CNB Bank
Pennsylvania
$258K -$33.4K 1 0.15% Reduced
1483
MFW
Mosaic Family Wealth
Missouri
$256K -$19K 3 0.09% Reduced
1484
SI
Shaker Investments
Ohio
$252K $0 1 0.16% Maintained
1485
BA
Birinyi Associates
Connecticut
$251K +$242K 1 0.1% New
1486
FAIM
Financial Advocates Investment Management
Washington
$249K -$66.3K 1 0.03% Reduced
1487
RGC
Roberts, Glore & Co
Illinois
$245K $0 1 0.15% Maintained
1488
WI
Wintrust Investments
Illinois
$245K +$247K 1 0.06% New
1489
FC
Fairpointe Capital
Illinois
$241K +$256K 1 0.01% New
1490
LIM
Lagoda Investment Management
New York
$239K -$99.4K 1 0.09% Reduced
1491
AC
Abbrea Capital
California
$237K +$229K 1 0.08% New
1492
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K +$6.22K 3 0.03% Increased
1493
CC
Cannell & Co
New York
$236K $0 1 0.01% Maintained
1494
BDF
Balasa Dinverno & Foltz
$235K $0 1 0.04% Maintained
1495
SL
Signition LP
New York
$235K +$249K 1 0.29% New
1496
HPC
Hobart Private Capital
North Carolina
$232K $0 1 0.2% Maintained
1497
Alesco Advisors
Alesco Advisors
New York
$232K $0 1 0.01% Maintained
1498
IC
Intersect Capital
California
$232K +$234K 1 0.12% New
1499
MUS
Mitsubishi UFJ Securities
Japan
$232K +$37.4K 1 0.89% Increased
1500
MCF Advisors
MCF Advisors
Kentucky
$228K +$2.99K 3 0.04% Increased