← All themes

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
KLWA
Kelly Lawrence W & Associates
California
$489K +$502K 2 0.1% New
2002
BDCM
Black Diamond Capital Management
Connecticut
$488K -$4.11M 1 0.34% Reduced
2003
QI
Quotient Investors
New York
$486K -$106K 2 0.1% Reduced
2004
TCM
Tradewinds Capital Management
Washington
$486K +$31.3K 6 0.35% Increased
2005
AW
Alpha Windward
Massachusetts
$483K -$388K 3 0.32% Reduced
2006
ACM
Arlington Capital Management
Illinois
$478K +$504K 1 0.4% New
2007
PWP
Private Wealth Partners
California
$478K -$5.54K 2 0.11% Reduced
2008
LS
Lupo Securities
Illinois
$476K +$549K 1 0.23% New
2009
FI
FormulaFolio Investments
Michigan
$472K +$483K 2 0.18% New
2010
GA
GFS Advisors
Texas
$471K $0 2 0.19% Maintained
2011
FNT
First Nebraska Trust
Nebraska
$467K -$12.2K 1 0.14% Reduced
2012
BWAM
Boyd Watterson Asset Management
Ohio
$466K -$87.3K 1 0.2% Reduced
2013
GCM
Gator Capital Management
Florida
$464K +$438K 1 0.58% New
2014
AIM
Advantage Investment Management
Iowa
$458K +$467K 7 0.34% New
2015
SMC
Smith, Moore & Co
Missouri
$456K -$199K 1 0.24% Reduced
2016
CCG
Chatham Capital Group
Georgia
$455K +$449K 1 0.14% New
2017
AFG
Albion Financial Group
Utah
$451K +$49 1 0.08% Increased
2018
SFSIG
San Francisco Sentry Investment Group
California
$451K -$362K 1 0.26% Reduced
2019
Mizuho Securities USA
Mizuho Securities USA
New York
$450K +$217K 1 0.04% Increased
2020
HF
Hoxton Financial
West Virginia
$449K -$36.9K 4 0.19% Reduced
2021
BCM
Barometer Capital Management
Ontario, Canada
$448K +$440K 1 0.04% New
2022
BCM
BTC Capital Management
Iowa
$445K -$200K 2 0.11% Reduced
2023
NYLT
New York Life Trust
New York
$443K +$50.1K 3 1.75% Increased
2024
HFM
Hartford Financial Management
Connecticut
$437K -$260K 3 0.27% Reduced
2025
Donaldson Capital Management
Donaldson Capital Management
Indiana
$433K -$10.8K 2 0.06% Reduced