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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
RBA
Richard Bernstein Advisors
New York
$0 -$1.5M 0 – Closed
2027
RWPA
Richard W. Paul & Associates
Michigan
$0 -$8.8K 0 – Closed
2028
River Road Asset Management
River Road Asset Management
Kentucky
$0 -$20.8M 0 – Closed
2029
RBFC
Roman Butler Fullerton & Co
Missouri
$0 -$204K 0 – Closed
2030
RJA
Ross\Johnson & Associates
Minnesota
$0 -$138 0 – Closed
2031
RPC
Royal Palms Capital
Montana
$0 -$29K 0 – Closed
2032
RCA
Runnymede Capital Advisors
Ohio
$0 -$218K 0 – Closed
2033
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$0 -$201K 0 – Closed
2034
SHF
Safe Harbor Fiduciary
Florida
$0 -$93 0 – Closed
2035
SMA
Sage Mountain Advisors
Georgia
$0 -$552K 0 – Closed
2036
SageView Advisory Group
SageView Advisory Group
California
$0 -$239K 0 – Closed
2037
SFG
Sather Financial Group
Texas
$0 -$7.09M 0 – Closed
2038
SBI Okasan Asset Management
SBI Okasan Asset Management
Japan
$0 -$423K 0 – Closed
2039
SIA
SeaBridge Investment Advisors
New Jersey
$0 -$3.34M 0 – Closed
2040
SAM
Secure Asset Management
Michigan
$0 -$217K 0 – Closed
2041
SIM
Sentry Investment Management
Wisconsin
$0 -$79K 0 – Closed
2042
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors
California
$0 -$220K 0 – Closed
2043
Simplicity Wealth
Simplicity Wealth
New Jersey
$0 -$203K 0 – Closed
2044
Sit Investment Associates
Sit Investment Associates
Minnesota
$0 -$1.58M 0 – Closed
2045
SIG
Sky Investment Group
Connecticut
$0 -$262K 0 – Closed
2046
SCM
Sone Capital Management
New York
$0 -$1.95M 0 – Closed
2047
SFA
Souders Financial Advisors
Ohio
$0 -$218K 0 – Closed
2048
SA
SPWM Advisors
Michigan
$0 -$515K 0 – Closed
2049
SCM
Stevens Capital Management
Pennsylvania
$0 -$225K 0 – Closed
2050
SG
StoneX Group
New York
$0 -$22.2K 0 – Closed