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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
MA
MONECO Advisors
Connecticut
$241K +$298K 1 0.28% New
1502
Granahan Investment Management
Granahan Investment Management
Massachusetts
$239K +$282K 1 0.02% New
1503
SFSG
Stearns Financial Services Group
North Carolina
$239K +$48 1 0.05% Increased
1504
C
Cerebellum
California
$238K +$294K 1 0.16% New
1505
NO
Ninety One
South Africa
$237K $0 1 0.14% Maintained
1506
PWMG
Prestige Wealth Management Group
New Jersey
$237K +$274K 6 0.17% New
1507
GIM
Greylin Investment Management
Virginia
$235K +$273K 1 0.06% New
1508
PAS
Partnervest Advisory Services
California
$235K -$219K 1 0.11% Reduced
1509
PTC
Petrus Trust Company
Texas
$235K +$258K 1 0.05% New
1510
LCM
LVM Capital Management
Michigan
$233K -$26K 1 0.06% Reduced
1511
Personal Capital Advisors
Personal Capital Advisors
California
$233K -$2.25K 1 0% Reduced
1512
GP
Geneva Partners
Wisconsin
$232K -$329K 1 0.27% Reduced
1513
MSR
Main Street Research
Connecticut
$231K -$54.6K 1 0.09% Reduced
1514
SCM
SOL Capital Management
Maryland
$231K -$42.2K 1 0.07% Reduced
1515
IOOF
Independent Order of Foresters
Ontario, Canada
$230K +$81.3K 1 0.25% Increased
1516
PC
Permit Capital
Pennsylvania
$230K $0 2 0.14% Maintained
1517
QCM
Quest Capital Management
Texas
$228K +$226K 1 0.07% New
1518
SSW
Smith Shellnut Wilson
Mississippi
$228K -$2.99K 1 0.24% Reduced
1519
BWP
Baldwin Wealth Partners
Massachusetts
$227K -$15.2K 4 0.04% Reduced
1520
RG
Rikoon Group
New Mexico
$227K -$44.5K 1 0.09% Reduced
1521
Colony Group
Colony Group
Massachusetts
$226K -$233K 1 0.01% Reduced
1522
AAC
Acorn Advisory Capital
New York
$225K +$246K 1 0.81% New
1523
HCM
Hilton Capital Management
New York
$225K -$2.19K 2 0.04% Reduced
1524
MFW
Mosaic Family Wealth
Missouri
$224K $0 4 0.09% Maintained
1525
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$220K +$218K 1 0% New