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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1101
DAM
Deimos Asset Management
New York
$285K +$247K 1 0.21% New
1102
KB
Kimelman & Baird
New York
$285K +$247K 1 0.05% New
1103
MNBTD
Moody National Bank Trust Division
Texas
$285K $0 1 0.02% Maintained
1104
CT
Chicago Trust
Illinois
$284K $0 1 0.12% Maintained
1105
GD
Grandfield & Dodd
New York
$284K $0 2 0.04% Maintained
1106
HA
Harfst & Associates
Wyoming
$282K -$1.67M 1 0.18% Reduced
1107
KIA
KCM Investment Advisors
California
$276K +$52.6K 1 0.02% Increased
1108
RBF Capital
RBF Capital
California
$275K $0 1 0.05% Maintained
1109
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$275K +$88.3K 9 0.04% Increased
1110
CBB
Citizens Business Bank
California
$273K $0 1 0.05% Maintained
1111
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$271K +$7.58K 1 0.06% Increased
1112
HM
Harvest Management
New York
$267K $0 1 0.25% Maintained
1113
Harris Associates
Harris Associates
Illinois
$266K +$3.87K 1 0% New
1114
WDL
Well Done LLC
Michigan
$264K $0 1 0.1% Maintained
1115
CHC
City Holding Co
West Virginia
$262K -$3.62K 2 0.13% Reduced
1116
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$261K +$52.5K 8 0.05% Increased
1117
Perceptive Advisors
Perceptive Advisors
New York
$259K +$250K 1 0.02% New
1118
COI
Connable Office Inc
Michigan
$257K +$235K 1 0.07% New
1119
PCM
Prelude Capital Management
New York
$257K -$1.82M 3 0.04% Reduced
1120
BWM
Braver Wealth Management
Massachusetts
$254K +$258K 1 0.04% New
1121
GLI
Guardian Life Insurance
New York
$253K -$67.1K 6 0.02% Reduced
1122
SAM
SignalPoint Asset Management
Missouri
$246K +$89 1 0.11% Increased
1123
VF
Virtu Financial
New York
$243K +$239K 1 0.03% New
1124
CI
CAZ Investments
Texas
$241K +$217K 1 0.36% New
1125
GCA
Greenwood Capital Associates
South Carolina
$240K +$243K 1 0.08% New