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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
1951
HIS
Harvest Investment Services
Illinois
$0 -$450K 0 – Closed
1952
HC
Henshaw Capital
Massachusetts
$0 -$214K 0 – Closed
1953
HA
Herold Advisors
New York
$0 -$5.05K 0 – Closed
1954
HCM
Highlander Capital Management
New Jersey
$0 $0 1 0% Maintained
1955
HT
HighTower Trust
Texas
$0 -$3.71M 0 – Closed
1956
HAM
Honeycomb Asset Management
New York
$0 -$6.87M 0 – Closed
1957
IRF
IBM Retirement Fund
New York
$0 -$995K 0 – Closed
1958
IA
Inspire Advisors
Idaho
$0 -$457K 0 – Closed
1959
IECM
Intrinsic Edge Capital Management
Illinois
$0 -$5.7M 0 – Closed
1960
JPC
Jabodon PT Co
Nevada
$0 -$1.73M 0 – Closed
1961
JCM
Jag Capital Management
Missouri
$0 -$410K 0 – Closed
1962
JPLA
Joseph P. Lucia & Associates
New York
$0 $0 1 0% Maintained
1963
Junto Capital Management
Junto Capital Management
New York
$0 -$12.4M 0 – Closed
1964
JWCA
J.W. Coons Advisors
Ohio
$0 -$1.01M 0 – Closed
1965
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$0 -$203K 0 – Closed
1966
LAM
L2 Asset Management
Massachusetts
$0 -$1.25M 0 – Closed
1967
LGP
Leonard Green & Partners
California
$0 -$2.27M 0 – Closed
1968
LHC
Little House Capital
Massachusetts
$0 -$390K 0 – Closed
1969
LAS
Lloyd Advisory Services
Georgia
$0 -$32K 0 – Closed
1970
Lone Pine Capital
Lone Pine Capital
Connecticut
$0 -$260M 0 – Closed
1971
LCM
Lonestar Capital Management
California
$0 -$4.5M 0 – Closed
1972
LBC
Lowe Brockenbrough & Co
Virginia
$0 -$218K 0 – Closed
1973
LSA
L & S Advisors
California
$0 -$2.82M 0 – Closed
1974
MC
Machina Capital
France
$0 -$245K 0 – Closed
1975
MSL
Mackay Shields LLC
New York
$0 -$13M 0 – Closed
77 78
79
80 81