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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
1976
SIM
SSI Investment Management
California
$557K -$332K 2 0.06% Reduced
1977
Scharf Investments
Scharf Investments
California
$555K +$564K 1 0.02% New
1978
SC
Stratford Consulting
Texas
$550K +$4.34K 1 0.28% Increased
1979
CL
CPWM LLC
Washington
$547K +$82.4K 3 0.16% Increased
1980
CFA
CT Financial Advisors
Pennsylvania
$547K +$544K 8 0.41% New
1981
NEPWA
New England Private Wealth Advisors
Massachusetts
$541K -$15.5K 2 0.21% Reduced
1982
CIC
Canal Insurance Company
South Carolina
$540K $0 2 0.18% Maintained
1983
BCM
Beck Capital Management
Texas
$538K -$151K 2 0.31% Reduced
1984
FHB
First Hawaiian Bank
Hawaii
$530K +$103K 2 0.09% Increased
1985
TCM
Traynor Capital Management
Pennsylvania
$530K +$525K 1 0.62% New
1986
HW
Hedeker Wealth
Illinois
$529K +$558K 1 0.43% New
1987
ZIG
Zuckerman Investment Group
Illinois
$526K $0 2 0.11% Maintained
1988
IMAS
ID Management A/S
Denmark
$525K -$901K 2 0.25% Reduced
1989
WFG
Wills Financial Group
Virginia
$521K $0 1 0.42% Maintained
1990
BHTS
Bar Harbor Trust Services
Maine
$520K $0 2 0.22% Maintained
1991
FWM
Focused Wealth Management
New York
$518K -$12.8K 4 0.37% Reduced
1992
HM
Harvest Management
New York
$518K -$353K 1 0.73% Reduced
1993
MCM
Marathon Capital Management
Maryland
$518K +$1.36K 2 0.48% Increased
1994
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$516K $0 2 0.19% Maintained
1995
TFA
Transamerica Financial Advisors
Florida
$513K +$23K 6 0.04% Increased
1996
DLHL
Donald L. Hagan LLC
Florida
$511K +$521K 2 0.48% New
1997
FC
FCA Corp
Texas
$506K +$102K 2 0.29% Increased
1998
MHIM
MacNealy Hoover Investment Management
Ohio
$506K $0 2 0.43% Maintained
1999
AA
Apriem Advisors
California
$505K +$31.5K 7 0.19% Increased
2000
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$502K -$48.5K 3 0.06% Reduced