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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
2026	LHEI Leo H. Evart Inc Redwood City, California	$253	$0	1	0%	Maintained
2027	HFS Horizon Financial Services Winston Salem, North Carolina	$237	+$242	1	0%	New
2028	CI Cordant Inc Portland, Oregon	$125	+$135	1	0%	New
2029	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$97	$0	1	0%	Maintained
2030	RJA Ross\Johnson & Associates Plymouth, Minnesota	$80	+$81	1	0%	New
2031	FS Financially Speaking Greenwood Village, Colorado	$61	$0	1	0%	Maintained
2032	DCM Dupont Capital Management Wilmington, Delaware	$13	-$8.13M	1	0%	Reduced
2033	4WM 44 Wealth Management Eugene, Oregon	$0	-$2.49M	0	–	Closed
2034	6CM 683 Capital Management New York	$0	-$1.19M	0	–	Closed
2035	AWP Abacus Wealth Partners Santa Monica, California	$0	-$307K	0	–	Closed
2036	Alphadyne Asset Management New York	$0	-$7.71M	0	–	Closed
2037	AR Altar Rock New York	$0	-$273K	0	–	Closed
2038	AIS AM Investment Strategies Chattanooga, Tennessee	$0	-$250K	0	–	Closed
2039	ACM Andina Capital Management Lehi, Utah	$0	-$770K	0	–	Closed
2040	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$0	-$115K	0	–	Closed
2041	Arbejdsmarkedets Tillaegspension Hilleroed,	$0	-$25.4M	0	–	Closed
2042	Atreides Management Boston, Massachusetts	$0	-$44.3M	0	–	Closed
2043	BA Bard Associates Chicago, Illinois	$0	-$1.11M	0	–	Closed
2044	BP Baypointe Partners Stamford, Connecticut	$0	-$3.38M	0	–	Closed
2045	BP BBR Partners New York	$0	-$308K	0	–	Closed
2046	BA Bellwether Advisors Lincoln, Nebraska	$0	-$1.29M	0	–	Closed
2047	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$0	-$211K	0	–	Closed
2048	BWM Bernard Wealth Management Royal Oak, Michigan	$0	-$1.69K	0	–	Closed
2049	BWM Bluebird Wealth Management Medfield, Massachusetts	$0	-$702K	0	–	Closed
2050	BCI Blue Capital Inc Omaha, Nebraska	$0	-$1.94M	0	–	Closed