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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
Intact Investment Management
Intact Investment Management
Quebec, Canada
$0 -$2.06M 0 – Closed
2027
IFU
iSAM Funds (UK)
United Kingdom
$0 -$1.67M 0 – Closed
2028
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$0 -$22K 0 – Closed
2029
JGIA
Jackson Grant Investment Advisers
Connecticut
$0 -$88.7K 0 – Closed
2030
JC
Jacobs & Co
California
$0 -$270K 0 – Closed
2031
JWM
JPL Wealth Management
Colorado
$0 -$932 0 – Closed
2032
KRW
Kaufman Rossin Wealth
Florida
$0 -$21.1K 0 – Closed
2033
KP
Keel Point
Alabama
$0 -$203K 0 – Closed
2034
KCM
Knoll Capital Management
Florida
$0 -$644K 0 – Closed
2035
KWM
Koa Wealth Management
California
$0 -$2.27M 0 – Closed
2036
Krilogy Financial
Krilogy Financial
Missouri
$0 -$238K 0 – Closed
2037
LSPW
Lake Street Private Wealth
Illinois
$0 -$20.1K 0 – Closed
2038
LCM
Lakewood Capital Management
New York
$0 -$3.7M 0 – Closed
2039
LI
LifeWealth Investments
Florida
$0 -$17.3K 0 – Closed
2040
LWA
Lineweaver Wealth Advisors
Ohio
$0 -$563K 0 – Closed
2041
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$0 -$409K 0 – Closed
2042
LBC
Lowe Brockenbrough & Co
Virginia
$0 -$469K 0 – Closed
2043
LCG
Luxor Capital Group
New York
$0 -$4.05M 0 – Closed
2044
M1FG
Mach-1 Financial Group
Arkansas
$0 -$261K 0 – Closed
2045
MSG
Main Street Group
Virginia
$0 -$61.1K 0 – Closed
2046
MIM
Marco Investment Management
Georgia
$0 -$801K 0 – Closed
2047
MSWA
Marshall & Sterling Wealth Advisors
New York
$0 -$538 0 – Closed
2048
MPWS
McCarter Private Wealth Services
Massachusetts
$0 -$624K 0 – Closed
2049
MP
McDonald Partners
Ohio
$0 -$227K 0 – Closed
2050
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$0 -$275K 0 – Closed