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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
First Merchants Corp
First Merchants Corp
Indiana
$745K -$21.7K 2 0.24% Reduced
1977
SWM
Stockman Wealth Management
Montana
$745K +$765K 2 0.46% New
1978
FFS
Founders Financial Securities
Maryland
$744K -$1.15M 1 0.32% Reduced
1979
RFG Advisory
RFG Advisory
Alabama
$744K -$16.3K 1 0.68% Reduced
1980
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$742K +$486K 4 0.29% Increased
1981
TC
Talkot Capital
California
$741K +$210K 1 1.01% Increased
1982
AIM
Avity Investment Management
Connecticut
$739K -$244K 1 0.11% Reduced
1983
ZCA
Zeke Capital Advisors
Pennsylvania
$739K +$759K 2 0.33% New
1984
CCM
Carlson Capital Management
Minnesota
$738K +$333 2 0.26% Increased
1985
MFW
Meristem Family Wealth
Minnesota
$737K +$115K 2 0.31% Increased
1986
FM
Family Management
New York
$730K $0 2 0.41% Maintained
1987
BDF
Balasa Dinverno & Foltz
$729K -$19.8K 2 0.13% Reduced
1988
MIG
Mariner Investment Group
New York
$727K $0 1 0.37% Maintained
1989
CIC
Cornercap Investment Counsel
Georgia
$723K $0 2 0.13% Maintained
1990
SFM
Signet Financial Management
New Jersey
$723K -$99.7K 2 0.17% Reduced
1991
LI
Lafayette Investments
Maryland
$720K -$30.6K 3 0.29% Reduced
1992
WIP
Wellesley Investment Partners
Massachusetts
$720K +$35.4K 1 0.37% Increased
1993
SCM
Southport Capital Management
Tennessee
$719K +$79.4K 2 0.5% Increased
1994
SGK
Steigerwald Gordon & Koch
Virginia
$716K +$369K 2 0.25% Increased
1995
UBV
United Bank (Virginia)
Virginia
$713K -$307K 1 0.76% Reduced
1996
PRS
Pinkerton Retirement Specialists
Idaho
$711K +$110K 10 0.3% Increased
1997
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$710K +$76.2K 9 0.07% Increased
1998
CC
Cornerstone Capital
California
$709K $0 2 0.15% Maintained
1999
FA
FCG Advisors
New Jersey
$704K -$1.79M 2 0.22% Reduced
2000
CO
Caldwell & Orkin
Georgia
$699K -$1.99M 1 0.48% Reduced