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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
CC
Cadinha & Co
Hawaii
$595K -$32.5K 1 0.12% Reduced
1977
Rockefeller Financial Services
Rockefeller Financial Services
New York
$590K -$37.6M 5 0.01% Reduced
1978
TFO
Tarbox Family Office
California
$588K -$568 8 0.52% Reduced
1979
First Merchants Corp
First Merchants Corp
Indiana
$581K -$28.1K 2 0.18% Reduced
1980
MCF Advisors
MCF Advisors
Kentucky
$581K +$3.22K 4 0.14% Increased
1981
LI
Lafayette Investments
Maryland
$578K -$43.6K 2 0.24% Reduced
1982
WA
Winfield Associates
Ohio
$578K +$236K 5 0.41% Increased
1983
UFA
US Financial Advisors
Massachusetts
$577K +$482K 5 0.52% Increased
1984
AA
Apriem Advisors
California
$574K +$41.4K 9 0.2% Increased
1985
MCM
Maple Capital Management
Vermont
$574K -$79.4K 1 0.2% Reduced
1986
FM
Family Management
New York
$573K $0 2 0.26% Maintained
1987
MMM
Mendel Money Management
Illinois
$572K +$8.12K 2 0.53% Increased
1988
NEPWA
New England Private Wealth Advisors
Massachusetts
$564K +$37.7K 2 0.22% Increased
1989
BFG
Bouchey Financial Group
New York
$559K -$4.14K 2 0.25% Reduced
1990
RB
Rodgers Brothers
Pennsylvania
$556K -$325K 2 0.27% Reduced
1991
AIM
Advantage Investment Management
Iowa
$552K +$109K 9 0.31% Increased
1992
AP
Appleton Partners
Massachusetts
$552K +$195K 2 0.12% Increased
1993
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$542K +$15.8K 4 0.05% Increased
1994
New York Life Investment Management
New York Life Investment Management
New York
$541K -$120K 2 0.06% Reduced
1995
PTA
Pear Tree Advisors
Massachusetts
$539K $0 2 0.44% Maintained
1996
PPSG
Princeton Portfolio Strategies Group
New Jersey
$537K $0 1 0.21% Maintained
1997
GCM
Grisanti Capital Management
New York
$535K $0 1 0.2% Maintained
1998
SC
Stratford Consulting
Texas
$534K -$26.1K 1 0.26% Reduced
1999
VWM
Vector Wealth Management
Minnesota
$533K -$33.1K 2 0.43% Reduced
2000
SGC
South Georgia Capital
Illinois
$532K -$3.56M 3 1% Reduced