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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
2001
BHA
Beech Hill Advisors
New York
$2.24M -$34.7K 2 0.99% Reduced
2002
FIC
FCG Investment Company
Tennessee
$2.23M +$1.4M 2 0.77% Increased
2003
BBP
Banco BTG Pactual
Brazil
$2.23M +$622K 2 0.19% Increased
2004
IF
Intrua Financial
Texas
$2.23M +$96.2K 3 0.2% Increased
2005
CPA
Cardiff Park Advisors
California
$2.23M -$134K 2 0.17% Reduced
2006
CCM
Cobalt Capital Management
New Jersey
$2.21M +$253K 2 1.58% Increased
2007
MAA
Mraz Amerine & Associates
California
$2.21M -$3.81K 1 0.32% Reduced
2008
CAC
Certified Advisory Corp
Florida
$2.21M +$3.4K 2 0.18% Increased
2009
Tredje AP-fonden
Tredje AP-fonden
Sweden
$2.21M -$26.1M 2 0.01% Reduced
2010
PWP
Phillips Wealth Planners
Mississippi
$2.21M +$224K 3 1.63% Increased
2011
BNA
BankChampaign National Association
Illinois
$2.21M +$1.37M 3 1.7% Increased
2012
MWM
MOKAN Wealth Management
Kansas
$2.21M +$874K 3 0.84% Increased
2013
IIM
Invariant Investment Management
Pennsylvania
$2.21M -$239K 3 1.29% Reduced
2014
AustralianSuper
AustralianSuper
Australia
$2.21M $0 2 0.01% Maintained
2015
FA
FDx Advisors
Illinois
$2.21M -$86.6K 3 0.66% Reduced
2016
NA
Navellier & Associates
Nevada
$2.2M -$2.37M 3 0.17% Reduced
2017
PCM
Polymer Capital Management
New York
$2.19M -$1.25M 3 0.29% Reduced
2018
FFWA
Forthright Family Wealth Advisory
Texas
$2.19M +$17.3K 2 1.24% Increased
2019
GP
Greenline Partners
New York
$2.19M -$4.16K 3 0.22% Reduced
2020
SGCA
Steel Grove Capital Advisors
Tennessee
$2.18M +$140 2 0.2% Increased
2021
WAM
WealthCare Asset Management
Missouri
$2.18M +$2.11M 1 0.9% New
2022
PBT
Pictet Bank & Trust
Bahamas
$2.17M +$182K 1 2.33% Increased
2023
IA
IFG Advisors
Missouri
$2.17M $0 2 0.3% Maintained
2024
CPR
CSU Producer Resources
Ohio
$2.17M $0 1 7.15% Maintained
2025
GPWM
Grant Private Wealth Management
California
$2.17M +$487K 4 0.91% Increased