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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
MBT
Montecito Bank & Trust
California
$261K +$27.4K 1 0.16% Increased
2002
DSAM
Dock Street Asset Management
Florida
$259K $0 1 0.12% Maintained
2003
SAM
Solaris Asset Management
New York
$258K -$348K 1 0.17% Reduced
2004
EEG
E.E. Geduld
$255K +$266K 2 0.12% New
2005
KFA
Kelleher Financial Advisors
New York
$255K $0 1 0.13% Maintained
2006
AHC
Adell Harriman & Carpenter
Texas
$253K -$247K 1 0.08% Reduced
2007
KL
Kinsight LLC
Alabama
$252K +$437 1 0.15% Increased
2008
Donaldson Capital Management
Donaldson Capital Management
Indiana
$249K -$4.37K 1 0.05% Reduced
2009
CAW
Cornerstone Advisors (Washington)
Washington
$242K $0 4 0.34% Maintained
2010
LIM
Lathrop Investment Management
Arkansas
$241K $0 1 0.1% Maintained
2011
FCT
Family Capital Trust
Massachusetts
$240K $0 2 0.13% Maintained
2012
SCA
Stillwater Capital Advisors
Pennsylvania
$240K +$240K 1 0.09% New
2013
TFCP
Twin Focus Capital Partners
Massachusetts
$240K -$257K 1 0.24% Reduced
2014
Ruffer LLP
Ruffer LLP
United Kingdom
$239K $0 1 0.01% Maintained
2015
WCM
Wallace Capital Management
Texas
$236K $0 1 0.05% Maintained
2016
WA
Wheatland Advisors
Pennsylvania
$236K +$237K 1 0.25% New
2017
OFS
Orrstown Financial Services
Pennsylvania
$233K -$6.6K 4 0.24% Reduced
2018
JC
JBF Capital
Colorado
$232K -$5M 2 0.04% Reduced
2019
WBG
Wharton Business Group
Pennsylvania
$232K -$8.47M 1 0.02% Reduced
2020
LWM
LBA Wealth Management
Florida
$231K +$221K 4 0.19% New
2021
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$227K $0 1 0.11% Maintained
2022
PI
Pettee Investors
Connecticut
$224K +$224K 1 0.21% New
2023
ACM
Alpha Capital Management
Texas
$222K +$214K 1 0.18% New
2024
MVA
Mount Vernon Associates
Maryland
$222K $0 1 0.58% Maintained
2025
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$221K +$215K 4 0.17% New