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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
2026
RA
Reby Advisors
Connecticut
$2K +$1.82K 1 0% New
2027
BFG
Baron Financial Group
New Jersey
$1.16K $0 1 0% Maintained
2028
AP
Atwood & Palmer
Missouri
$1K $0 1 0% Maintained
2029
BHWM
Bay Harbor Wealth Management
Maryland
$1K +$506 2 0% Increased
2030
JMF
Johnson Midwest Financial
Iowa
$1K +$510 1 0% New
2031
MCM
McMillion Capital Management
North Carolina
$1K +$759 1 0% New
2032
PP
PrairieView Partners
Minnesota
$1K +$1.09K 1 0% New
2033
WAS
Winch Advisory Services
Wisconsin
$1K +$1.33K 1 0% New
2034
TI
tru Independence
Oregon
$152 +$8.35K 2 0% Increased
2035
55I LLC
55I LLC
Massachusetts
$0 -$268K 0 – Closed
2036
AWM
Adams Wealth Management
Utah
$0 -$24K 0 – Closed
2037
AIS
American Investment Services
Massachusetts
$0 -$340K 0 – Closed
2038
AC
Antara Capital
New York
$0 -$1.02M 0 – Closed
2039
AAM
Ardevora Asset Management
United Kingdom
$0 -$24.1M 0 – Closed
2040
AWA
Arete Wealth Advisors
Illinois
$0 -$740K 0 – Closed
2041
Aspiriant LLC
Aspiriant LLC
California
$0 -$397K 0 – Closed
2042
ACM
Atika Capital Management
New York
$0 -$4.06M 0 – Closed
2043
ACM
Aubrey Capital Management
United Kingdom
$0 -$166K 0 – Closed
2044
BA
Bard Associates
Illinois
$0 -$707K 0 – Closed
2045
BBL
Beck Bode LLC
Massachusetts
$0 -$3.55M 0 – Closed
2046
BCM
Birch Capital Management
Texas
$0 -$19K 0 – Closed
2047
BRA
Blue Rock Advisors
Minnesota
$0 -$1.27M 0 – Closed
2048
BWM
BNC Wealth Management
Oregon
$0 -$49K 0 – Closed
2049
BIM
Bogle Investment Management
Massachusetts
$0 -$366K 0 – Closed
2050
Busey Bank
Busey Bank
Illinois
$0 -$211K 0 – Closed
80 81
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