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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
Hood River Capital Management
Hood River Capital Management
Florida
$345K +$638K 1 0.02% New
1477
Magnetar Financial
Magnetar Financial
Illinois
$344K +$94.7K 1 0.01% Increased
1478
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$343K -$83.7K 1 0.01% Reduced
1479
LC
LCNB Corp
Ohio
$343K $0 1 0.22% Maintained
1480
NO
Ninety One
South Africa
$343K $0 1 0.19% Maintained
1481
LCP
Legacy Capital Partners
Wisconsin
$341K $0 1 0.15% Maintained
1482
OSIA
O'Shares Investment Advisers
Massachusetts
$339K +$52.4K 1 0.05% Increased
1483
CA
Calton & Associates
Florida
$338K +$22.3K 1 0.08% Increased
1484
CFS
CRA Financial Services
New Jersey
$338K -$104K 1 0.2% Reduced
1485
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$337K -$1.7M 1 0% Reduced
1486
BA
Bennicas & Associates
California
$333K -$7.12K 1 0.26% Reduced
1487
First Merchants Corp
First Merchants Corp
Indiana
$328K +$1K 1 0.03% Increased
1488
LP
LGL Partners
Pennsylvania
$328K $0 1 0.14% Maintained
1489
Wedge Capital Management
Wedge Capital Management
North Carolina
$328K -$233K 1 0% Reduced
1490
KLI
Kelman-Lazarov Inc
Tennessee
$327K $0 1 0.16% Maintained
1491
NEPWA
New England Private Wealth Advisors
Massachusetts
$325K $0 1 0.08% Maintained
1492
BCA
Berman Capital Advisors
Georgia
$324K -$19.1K 9 0.1% Reduced
1493
RPAM
Rhenman & Partners Asset Management
Sweden
$324K $0 1 0.04% Maintained
1494
SSW
Smith Shellnut Wilson
Mississippi
$324K +$25.4K 1 0.24% Increased
1495
MCM
Maple Capital Management
Vermont
$323K -$16.7K 1 0.07% Reduced
1496
KCM
Kendall Capital Management
Maryland
$321K -$538K 1 0.28% Reduced
1497
GCA
Gideon Capital Advisors
New York
$319K -$72.4K 1 0.1% Reduced
1498
SBIA
Sheaff Brock Investment Advisors
Indiana
$318K -$52.2K 1 0.03% Reduced
1499
SP
SWS Partners
Ohio
$318K -$35.1K 1 0.19% Reduced
1500
PCS
Personal CFO Solutions
New Jersey
$316K +$324K 2 0.13% New