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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
2001	SC Solstein Capital Menlo Park, California	$75.5K	$0	1	0.06%	Maintained
2002	CP Castleview Partners Dallas, Texas	$74.2K	+$20.2K	4	0.05%	Increased
2003	CYG Clean Yield Group Norwich, Vermont	$73.6K	-$10.7K	3	0.03%	Reduced
2004	WIA Wetzel Investment Advisors Indianapolis, Indiana	$73K	+$72.2K	3	0.04%	New
2005	LIM Lagoda Investment Management New York	$72.8K	$0	1	0.05%	Maintained
2006	Arax Advisory Partners Denver, Colorado	$71.4K	-$6.27K	5	0.01%	Reduced
2007	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$71.1K	+$71.1K	3	0.06%	New
2008	SCM Silvant Capital Management Atlanta, Georgia	$70.4K	$0	1	0%	Maintained
2009	BIA Bell Investment Advisors Oakland, California	$70.2K	+$1.28K	11	0.01%	Increased
2010	SAI Systematic Alpha Investments Princeton, New Jersey	$70.1K	+$69K	1	0%	New
2011	Riverbridge Partners Minneapolis, Minnesota	$69.5K	+$67K	1	0%	New
2012	JIR James Investment Research Alpha, Ohio	$69.2K	$0	1	0.01%	Maintained
2013	DP Denver PWM Denver, Colorado	$69.2K	-$16.4K	2	0.03%	Reduced
2014	CSC Caldwell Sutter Capital Sausalito, California	$68.2K	-$27.6K	6	0.03%	Reduced
2015	OCM Orion Capital Management Coronado, California	$67.4K	$0	2	0.04%	Maintained
2016	DAM Delta Asset Management Memphis, Tennessee	$67K	-$7.21K	5	0.01%	Reduced
2017	GA GoalVest Advisory New York	$66.9K	+$50.2K	1	0.03%	Increased
2018	ML McAdam LLC Philadelphia, Pennsylvania	$66.8K	+$9.63K	1	0%	Increased
2019	PCM Pennsylvania Capital Management Huntingdon Valley, Pennsylvania	$66.7K	$0	1	0.03%	Maintained
2020	AGC Aspen Grove Capital Avon, Colorado	$66.3K	+$8.47K	1	0.02%	Increased
2021	PAM Paradigm Asset Management New York	$64.8K	$0	2	0.02%	Maintained
2022	PP PFS Partners Mine Hill, New Jersey	$64.2K	+$13.8K	3	0.04%	Increased
2023	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$64.1K	$0	2	0.05%	Maintained
2024	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$61.2K	+$16.2K	4	0.03%	Increased
2025	BFPW BOK Financial Private Wealth Denver, Colorado	$60.7K	-$3.57K	1	0%	Reduced