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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
CFM
Catalyst Funds Management
Australia
$107K +$117K 2 0.03% New
2027
CG
Cutler Group
California
$107K -$1.06M 2 0.03% Reduced
2028
OP
ORG Partners
Indiana
$106K -$244K 3 0.2% Reduced
2029
Arax Advisory Partners
Arax Advisory Partners
Colorado
$105K +$30K 6 0.01% Increased
2030
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$104K $0 1 0.08% Maintained
2031
NCTC
New Covenant Trust Company
Indiana
$102K +$101K 1 0.1% New
2032
AFG
Albion Financial Group
Utah
$102K $0 3 0.01% Maintained
2033
POIA
Pin Oak Investment Advisors
Texas
$102K -$40.5K 4 0.1% Reduced
2034
CAL
Capital Advisors Ltd
Ohio
$101K +$17.1K 5 0.01% Increased
2035
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$99.5K $0 3 0.01% Maintained
2036
GCM
Genus Capital Management
British Columbia, Canada
$99.2K +$104K 1 0.01% New
2037
IFWM
Institute for Wealth Management
Colorado
$99.2K +$2.06K 1 0.01% Increased
2038
ATC
Advantage Trust Company
Kansas
$96.8K $0 3 0.07% Maintained
2039
EAM
Eukles Asset Management
Ohio
$95.2K -$196K 2 0.04% Reduced
2040
HNB
Hilltop National Bank
Wyoming
$94.7K +$97.1K 7 0.03% New
2041
AA
Addison Advisors
Vermont
$94.7K +$10.8K 4 0.03% Increased
2042
WPA
West Paces Advisors
Georgia
$94.1K -$4.03K 4 0.02% Reduced
2043
S
Sachetta
Massachusetts
$93K $0 5 0.04% Maintained
2044
ZB
Zions Bancorporation
Utah
$92.5K -$8.86K 5 0.01% Reduced
2045
TCA
Trifecta Capital Advisors
Illinois
$92.2K $0 3 0.02% Maintained
2046
TFGT
TS Financial Group (TSFG)
Illinois
$91K -$91.7K 3 0.02% Reduced
2047
CWM
Chemistry Wealth Management
New York
$90.8K $0 1 0.02% Maintained
2048
GPI
General Partner Inc
Pennsylvania
$90.2K $0 1 0.06% Maintained
2049
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$90K $0 1 0% Maintained
2050
TIM
Tortoise Investment Management
New York
$88.9K -$481 4 0.01% Reduced