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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
RHFI
Reilly Herbert Faulkner III
$271K $0 1 0.27% Maintained
2002
BGAM
Boussard & Gavaudan Asset Management
United Kingdom
$268K +$228K 1 0.13% New
2003
AC
Alexandria Capital
Virginia
$263K -$4.37K 5 0.11% Reduced
2004
ACM
Argent Capital Management
Missouri
$259K $0 1 0.01% Maintained
2005
TCMG
TSP Capital Management Group
New Jersey
$258K +$263K 1 0.11% New
2006
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$258K $0 1 0.05% Maintained
2007
MCM
McRae Capital Management
New Jersey
$256K $0 1 0.12% Maintained
2008
WIC
Wilkins Investment Counsel
Massachusetts
$253K $0 1 0.09% Maintained
2009
LWM
LBA Wealth Management
Florida
$252K -$10.3K 3 0.21% Reduced
2010
DSAM
Dock Street Asset Management
Florida
$251K $0 1 0.13% Maintained
2011
FDS
First Dallas Securities
Texas
$251K +$240K 1 0.15% New
2012
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$251K +$240K 1 0.19% New
2013
DMK
David M. Knott
$250K -$1.27M 1 0.04% Reduced
2014
CFG
CKW Financial Group
Hawaii
$250K +$28.3K 6 0.13% Increased
2015
RAM
Redmond Asset Management
Virginia
$249K -$448K 1 0.12% Reduced
2016
Pure Financial Advisors
Pure Financial Advisors
California
$248K -$16.2K 1 0.09% Reduced
2017
JEW
Jamison Eaton & Wood
New Jersey
$247K $0 1 0.07% Maintained
2018
SIM
Strategic Investment Management
Virginia
$242K -$291K 1 0.06% Reduced
2019
WCM
Wallace Capital Management
Texas
$242K -$15.9K 1 0.05% Reduced
2020
AMIM
Aull & Monroe Investment Management
Alabama
$239K +$244K 1 0.13% New
2021
BFA
Beaumont Financial Advisors
Massachusetts
$239K -$101K 1 0.02% Reduced
2022
SA
Springowl Associates
New York
$238K +$202K 1 2.08% New
2023
RWM
Raffa Wealth Management
District of Columbia
$238K +$15.2K 3 0.18% Increased
2024
FAT
First American Trust
California
$237K -$100K 1 0.09% Reduced
2025
LBC
Lawrence B. Cohen
$236K $0 1 0.15% Maintained