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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
TDC
Thompson Davis & Co
Virginia
$818K -$1.62M 10 1.44% Reduced
1952
BCM
BTR Capital Management
California
$812K $0 2 0.18% Maintained
1953
PIM
Parasol Investment Management
Illinois
$812K -$44.6K 3 0.84% Reduced
1954
TFO
Tarbox Family Office
California
$811K -$46.4K 8 0.52% Reduced
1955
GIA
Gargoyle Investment Advisor
New Jersey
$810K +$298K 3 0.31% Increased
1956
NAM
Needelman Asset Management
California
$810K -$4K 1 2.43% Reduced
1957
LJAC
L.J. Altfest & Co
New York
$808K $0 2 0.54% Maintained
1958
RMC
Regis Management Company
California
$807K +$12.7K 1 0.14% Increased
1959
EARNEST Partners
EARNEST Partners
Georgia
$806K -$101K 3 0.01% Reduced
1960
RWA
River Wealth Advisors
Pennsylvania
$806K -$31.7K 2 0.45% Reduced
1961
JCM
Jacobi Capital Management
Pennsylvania
$805K -$88.7K 9 0.38% Reduced
1962
TCOT
Trust Company of Toledo
Ohio
$805K +$48.1K 2 0.23% Increased
1963
FNFDCM
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$804K +$15K 2 0.13% Increased
1964
LA
Lucus Advisors
New York
$801K +$119K 2 0.69% Increased
1965
YIA
YHB Investment Advisors
Connecticut
$787K -$911K 2 0.19% Reduced
1966
PHAM
Palisades Hudson Asset Management
Florida
$783K $0 2 0.6% Maintained
1967
BCCM
Blue Clay Capital Management
Minnesota
$780K $0 2 0.88% Maintained
1968
Plancorp LLC
Plancorp LLC
Missouri
$774K +$813K 1 0.49% New
1969
SI
Sensato Investors
California
$765K -$10.3M 1 0.16% Reduced
1970
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$763K +$349K 1 0.14% Increased
1971
KC
Kingfisher Capital
North Carolina
$757K +$22.1K 2 0.53% Increased
1972
EHWM
Eads & Heald Wealth Management
Georgia
$754K +$19.1K 1 0.52% Increased
1973
LKIM
Lawson Kroeker Investment Management
Nebraska
$750K +$11.4K 1 0.24% Increased
1974
Personal Capital Advisors
Personal Capital Advisors
California
$747K +$47.7K 3 0.03% Increased
1975
SIM
SSI Investment Management
California
$746K -$10.1K 2 0.07% Reduced