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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
Epoch Investment Partners
Epoch Investment Partners
New York
$0 -$1.35M 0 – Closed
2002
ECM
Estabrook Capital Management
New York
$0 -$807 0 – Closed
2003
EWM
Evolution Wealth Management
Florida
$0 -$618 0 – Closed
2004
FCM
Fairbanks Capital Management
California
$0 -$959K 0 – Closed
2005
FPW
Fairvoy Private Wealth
Alabama
$0 -$230K 0 – Closed
2006
FCT
Family Capital Trust
Massachusetts
$0 -$90.8K 0 – Closed
2007
FG
Fiduciary Group
Georgia
$0 -$221K 0 – Closed
2008
FCM
Fieldview Capital Management
Michigan
$0 -$234K 0 – Closed
2009
FAIM
Financial Advocates Investment Management
Washington
$0 -$212K 0 – Closed
2010
FWTB
First Western Trust Bank
Colorado
$0 -$1.23M 0 – Closed
2011
Focus Financial Network
Focus Financial Network
Minnesota
$0 -$216K 0 – Closed
2012
FIM
Freedom Investment Management
Connecticut
$0 -$1.06M 0 – Closed
2013
FA
FSA Advisors
Michigan
$0 -$4.75K 0 – Closed
2014
FIM
FWL Investment Management
Texas
$0 -$1.11K 0 – Closed
2015
GH
GAM Holding
Switzerland
$0 -$1.14M 0 – Closed
2016
GC
GFG Capital
Florida
$0 -$15.9K 0 – Closed
2017
GC
Gilbert & Cook
Iowa
$0 -$599K 0 – Closed
2018
Gradient Investments
Gradient Investments
Minnesota
$0 -$9.96M 0 – Closed
2019
Graham Capital Management
Graham Capital Management
Connecticut
$0 -$4.7M 0 – Closed
2020
GWS
Greykasell Wealth Strategies
California
$0 -$2.32K 0 – Closed
2021
GP
Guardian Partners
Canada
$0 -$4.56M 0 – Closed
2022
GC
Guidance Capital
Kentucky
$0 -$242K 0 – Closed
2023
HTIM
Harbour Trust & Investment Management
Indiana
$0 -$392K 0 – Closed
2024
HR
Hardy Reed
Mississippi
$0 -$202K 0 – Closed
2025
HP
Haven Private
Florida
$0 -$441K 0 – Closed