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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
1926
T
TOBAM
France
$209K -$29.2M 2 0.01% Reduced
1927
CCM
Compton Capital Management
Rhode Island
$207K +$188K 1 0.05% New
1928
SB
Strategic Blueprint
Georgia
$207K +$188K 1 0.03% New
1929
CBFP
Cedar Brook Financial Partners
Ohio
$206K +$198K 1 0.05% New
1930
Covea Finance
Covea Finance
France
$206K +$211K 1 0.02% New
1931
Cowen and Company
Cowen and Company
New York
$206K +$99.9K 1 0.02% Increased
1932
FAG
Financial Advisory Group
Texas
$206K +$192K 1 0.04% New
1933
TFGT
TS Financial Group (TSFG)
Illinois
$206K +$65.3K 3 0.07% Increased
1934
SGCA
Steel Grove Capital Advisors
Tennessee
$205K +$186K 1 0.04% New
1935
BAM
Baldrige Asset Management
Pennsylvania
$204K $0 1 0.08% Maintained
1936
CC
Cannell & Co
New York
$204K +$190K 1 0.01% New
1937
FSA
Franklin Street Advisors
North Carolina
$204K +$185K 1 0.02% New
1938
OCPWS
One Charles Private Wealth Services
Massachusetts
$204K +$190K 1 0.12% New
1939
PM
Phraction Management
Connecticut
$204K +$190K 1 0.12% New
1940
SIA
Sage Investment Advisers
New York
$204K +$190K 1 0.26% New
1941
6M
6 Meridian
Kansas
$203K +$1.83K 1 0.01% Increased
1942
BOH
Bank of Hawaii
Hawaii
$203K -$497K 1 0.01% Reduced
1943
RWRC
R.W. Roge & Company
New York
$203K +$205K 1 0.16% New
1944
BFG
Beacon Financial Group
Texas
$202K +$188K 1 0.03% New
1945
CP
Covenant Partners
Tennessee
$202K -$36.7K 1 0.07% Reduced
1946
FC
Financial Council
Maryland
$202K +$184K 1 0.24% New
1947
LP
LGL Partners
Pennsylvania
$202K $0 1 0.02% Maintained
1948
NRS
Neville Rodie & Shaw
New York
$202K $0 1 0.01% Maintained
1949
SFS
Stiles Financial Services
Minnesota
$202K +$199K 1 0.1% New
1950
PIM
Perpetual Investment Management
Australia
$201K +$182K 1 0.02% New