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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
1501
SRCM
Swift Run Capital Management
Virginia
$219K $0 1 0.19% Maintained
1502
Capstone Investment Advisors
Capstone Investment Advisors
New York
$218K +$225K 1 0% New
1503
CC
Cannell & Co
New York
$217K $0 1 0.01% Maintained
1504
ACM
Argyle Capital Management
Pennsylvania
$216K $0 1 0.09% Maintained
1505
MCMT
Moon Capital Management (Tennessee)
Tennessee
$215K $0 1 0.23% Maintained
1506
AWA
Arete Wealth Advisors
Illinois
$215K -$102K 1 0.05% Reduced
1507
XSC
X-Square Capital
Puerto Rico
$215K +$223K 1 0.16% New
1508
1SB
1ST Source Bank
Indiana
$213K -$14.3K 1 0.02% Reduced
1509
Clearstead Advisors
Clearstead Advisors
Ohio
$213K +$212K 1 0.03% New
1510
IC
Intersect Capital
California
$213K $0 1 0.1% Maintained
1511
HCM
Hall Capital Management
Rhode Island
$211K +$12K 1 0.2% Increased
1512
MCF Advisors
MCF Advisors
Kentucky
$208K $0 3 0.04% Maintained
1513
SS
Sunbelt Securities
Texas
$208K +$207K 1 0.12% New
1514
IIA
IPG Investment Advisors
California
$208K +$215K 1 0.07% New
1515
PCAP
Pratt Collard Advisory Partners
New York
$207K $0 1 0.18% Maintained
1516
BCM
Bienville Capital Management
New York
$206K +$4.66K 1 0.02% Increased
1517
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$206K +$213K 1 0.05% New
1518
XS
XR Securities
Illinois
$206K +$213K 1 0.07% New
1519
11A
10-15 Associates
New York
$205K $0 1 0.05% Maintained
1520
ACP
Arcus Capital Partners
Georgia
$205K +$202K 1 0.1% New
1521
FTC
Farmers Trust Company
Ohio
$205K $0 1 0.06% Maintained
1522
LW
Linscomb Wealth
Texas
$205K +$204K 1 0.02% New
1523
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$204K +$199K 1 0% New
1524
GIA
GHP Investment Advisors
Colorado
$204K +$203K 1 0.03% New
1525
AIA
Affinity Investment Advisors
California
$202K -$12.5M 1 0.03% Reduced