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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
1951
SRIM
Saratoga Research & Investment Management
California
$606K -$4.55K 2 0.06% Reduced
1952
TFO
Tarbox Family Office
California
$606K -$709 8 0.53% Reduced
1953
TNAM
Terra Nova Asset Management
New York
$602K +$107K 1 0.49% Increased
1954
CPP
Crow Point Partners
Massachusetts
$600K +$70.1K 1 0.09% Increased
1955
First Merchants Corp
First Merchants Corp
Indiana
$591K -$632 2 0.18% Reduced
1956
AIM
Avity Investment Management
Connecticut
$589K -$64.2K 1 0.09% Reduced
1957
IRS
Invictus RG (Singapore)
Singapore
$586K +$414K 4 0.55% Increased
1958
BFG
Bouchey Financial Group
New York
$579K +$3.09K 2 0.25% Increased
1959
MCF Advisors
MCF Advisors
Kentucky
$575K -$11.2K 5 0.14% Reduced
1960
C WorldWide Group
C WorldWide Group
Denmark
$572K +$354K 1 0.01% Increased
1961
RCM
Rotella Capital Management
Washington
$572K +$348K 3 0.47% Increased
1962
PTA
Pear Tree Advisors
Massachusetts
$567K $0 2 6.26% Maintained
1963
PP
Pegasus Partners
Wisconsin
$563K +$580K 2 0.25% New
1964
DIP
DT Investment Partners
Pennsylvania
$562K +$579K 2 0.15% New
1965
MMM
Mendel Money Management
Illinois
$562K -$22.5K 2 0.52% Reduced
1966
IAS
IMA Advisory Services
Colorado
$559K -$677K 2 0.27% Reduced
1967
LI
Lafayette Investments
Maryland
$559K -$35.7K 2 0.23% Reduced
1968
UFA
US Financial Advisors
Massachusetts
$555K -$40.6K 6 0.52% Reduced
1969
NEPWA
New England Private Wealth Advisors
Massachusetts
$554K -$19.6K 2 0.21% Reduced
1970
SSWM
Sheets Smith Wealth Management
North Carolina
$541K -$500K 1 0.15% Reduced
1971
HDIM
Hanson & Doremus Investment Management
Vermont
$538K +$244K 3 0.23% Increased
1972
BHTS
Bar Harbor Trust Services
Maine
$537K +$25.3K 2 0.24% Increased
1973
CIC
Canal Insurance Company
South Carolina
$534K $0 2 0.18% Maintained
1974
PHK
Point72 Hong Kong
Hong Kong
$532K -$832K 2 1.03% Reduced
1975
HFM
Hartford Financial Management
Connecticut
$528K +$180K 3 0.31% Increased