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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
1801
MCWS
McKinley Carter Wealth Services
West Virginia
$0 -$47K 0 – Closed
1802
MAG
Millrace Asset Group
Pennsylvania
$0 -$1.4M 0 – Closed
1803
MCM
Monument Capital Management
Virginia
$0 $0 1 0% Maintained
1804
NFAM
North Fourth Asset Management
New Jersey
$0 -$4.79M 0 – Closed
1805
NCM
Northside Capital Management
Oregon
$0 -$1.09M 0 – Closed
1806
Oaktree Capital Management
Oaktree Capital Management
California
$0 -$41M 0 – Closed
1807
OBWP
O'Brien Wealth Partners
Massachusetts
$0 -$1K 0 – Closed
1808
OCAM
Onex Canada Asset Management
Ontario, Canada
$0 -$1.86M 0 – Closed
1809
OCA
Otter Creek Advisors
Florida
$0 -$8.22M 0 – Closed
1810
PPC
Park Presidio Capital
California
$0 -$19.4M 0 – Closed
1811
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$0 -$3.11M 0 – Closed
1812
PWM
Patriot Wealth Management
Texas
$0 -$7.29M 0 – Closed
1813
PR
Payden & Rygel
California
$0 -$11.7M 0 – Closed
1814
Perigon Wealth Management
Perigon Wealth Management
California
$0 -$384K 0 – Closed
1815
PointState Capital
PointState Capital
New York
$0 -$54.3M 0 – Closed
1816
PWAG
Polaris Wealth Advisory Group
California
$0 -$42K 0 – Closed
1817
PS
Portfolio Solutions
Michigan
$0 -$11K 0 – Closed
1818
PAM
Premier Asset Management
Illinois
$0 -$216K 0 – Closed
1819
QC
QCM Cayman
Texas
$0 -$77K 0 – Closed
1820
QCMA
Quad Capital Management Advisors
New York
$0 -$1.62M 0 – Closed
1821
QSS
Quantitative Systematic Strategies
Florida
$0 -$1.66M 0 – Closed
1822
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$0 -$4.49M 0 – Closed
1823
Rafferty Asset Management
Rafferty Asset Management
New York
$0 -$526K 0 – Closed
1824
SC
Salzman & Co
New York
$0 -$1.14M 0 – Closed
1825
SMH
Sanders Morris Harris
Texas
$0 -$663K 0 – Closed