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Sin Stocks

Sin stocks are the businesses many funds are instructed to avoid — drink, tobacco, gambling, and weapons. Being excluded by others has historically left them cheap and generous with cash.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1926
WCM
Weatherstone Capital Management
Colorado
$886K -$11.2K 2 0.73% Reduced
1927
WPP
Whalerock Point Partners
Rhode Island
$884K +$919K 2 0.37% New
1928
KP
Keel Point
Alabama
$883K +$671K 2 0.34% Increased
1929
MC
Montag & Caldwell
Georgia
$882K +$638K 2 0.02% Increased
1930
TG
TLP Group
Illinois
$881K -$1.87M 6 0.93% Reduced
1931
Jensen Investment Management
Jensen Investment Management
Oregon
$874K -$437K 2 0.01% Reduced
1932
WIC
Water Island Capital
New York
$874K +$919K 1 0.06% New
1933
HDIM
Hanson & Doremus Investment Management
Vermont
$867K -$32.9K 5 0.4% Reduced
1934
Apollo Management Holdings
Apollo Management Holdings
New York
$864K +$752K 1 0.03% New
1935
Ronald Blue & Co
Ronald Blue & Co
Georgia
$864K +$56.5K 3 0.04% Increased
1936
TNAM
Terra Nova Asset Management
New York
$864K -$590K 1 1.88% Reduced
1937
YU
Yale University
Connecticut
$859K $0 1 0.19% Maintained
1938
Waverly Advisors
Waverly Advisors
Alabama
$853K -$103K 3 0.36% Reduced
1939
FAG
Financial Advisory Group
Texas
$852K +$13.2K 2 0.37% Increased
1940
PAG
Pinnacle Advisory Group
Maryland
$852K +$367K 2 0.07% Increased
1941
SFS
Summit Financial Strategies
Ohio
$850K +$490K 2 0.6% Increased
1942
SJL
Shayne & Jacobs LLC
Tennessee
$846K $0 1 0.7% Maintained
1943
PTB
Pioneer Trust Bank
Oregon
$845K $0 2 0.52% Maintained
1944
BFG
Bouchey Financial Group
New York
$841K -$77.1K 2 0.33% Reduced
1945
FNBOH
First National Bank of Hutchinson
Kansas
$840K +$638K 2 0.53% Increased
1946
WPIC
White Pine Investment Company
Michigan
$837K $0 2 0.49% Maintained
1947
SFSIG
San Francisco Sentry Investment Group
California
$827K +$66 2 0.48% Increased
1948
IP
Investment Partners
Ohio
$824K +$612K 2 0.47% Increased
1949
SAM
Shamrock Asset Management
Texas
$824K -$12.3K 3 0.47% Reduced
1950
CAW
Cornerstone Advisors (Washington)
Washington
$823K +$87.7K 13 0.69% Increased