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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
LWM
LBA Wealth Management
Florida
$741K -$49.9K 4 0.43% Reduced
1952
PAA
Peregrine Asset Advisers
Oregon
$741K $0 2 0.64% Maintained
1953
EHWM
Eads & Heald Wealth Management
Georgia
$734K -$256K 1 0.51% Reduced
1954
VCM
Versant Capital Management
Arizona
$733K +$734K 18 0.46% New
1955
ACM
Ashford Capital Management
Delaware
$732K $0 1 0.17% Maintained
1956
CF
Corrigan Financial
Rhode Island
$728K +$721K 2 0.77% New
1957
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$721K $0 2 0.13% Maintained
1958
RMC
Regis Management Company
California
$720K +$717K 1 0.16% New
1959
PHAM
Palisades Hudson Asset Management
Florida
$715K $0 2 0.6% Maintained
1960
CCM
Carlson Capital Management
Minnesota
$708K +$44.2K 2 0.27% Increased
1961
Waverly Advisors
Waverly Advisors
Alabama
$707K +$134K 2 0.31% Increased
1962
SCM
Signia Capital Management
Washington
$699K +$609K 1 2.17% New
1963
MAMU
Marathon Asset Management (UK)
United Kingdom
$695K -$145K 1 0.02% Reduced
1964
KB
Kimelman & Baird
New York
$693K +$686K 2 0.13% New
1965
SP
Steelhead Partners
Washington
$692K +$668K 1 0.07% New
1966
FPC
Falcon Point Capital
California
$689K +$50.9K 1 0.15% Increased
1967
WAS
WESPAC Advisors SoCal
California
$688K +$679K 6 0.45% New
1968
SIM
SSI Investment Management
California
$679K +$241K 2 0.07% Increased
1969
Addenda Capital
Addenda Capital
Quebec, Canada
$676K -$1.05M 1 0.06% Reduced
1970
PCM
Perkins Capital Management
Minnesota
$675K +$565K 2 0.72% Increased
1971
HI
Hudock Inc
Pennsylvania
$674K +$8.18K 9 0.3% Increased
1972
BCM
Breithorn Capital Management
New York
$671K $0 1 0.45% Maintained
1973
SGH
Schonfeld Group Holdings
New York
$668K -$978K 2 0.42% Reduced
1974
FM
Family Management
New York
$665K -$244K 2 0.34% Reduced
1975
DJSG
D.J. St. Germain
Massachusetts
$664K +$280K 2 0.1% Increased