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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
FNT
First Nebraska Trust
Nebraska
$460K -$200K 1 0.14% Reduced
2002
SFSIG
San Francisco Sentry Investment Group
California
$459K +$10.8K 1 0.27% Increased
2003
AFG
Albion Financial Group
Utah
$457K +$9.88K 1 0.08% Increased
2004
CWM
Cranbrook Wealth Management
Michigan
$450K -$11.6K 4 0.26% Reduced
2005
CCG
Chatham Capital Group
Georgia
$446K -$43K 1 0.13% Reduced
2006
RWM
RKL Wealth Management
Pennsylvania
$443K -$7.6K 1 0.27% Reduced
2007
BIM
Beach Investment Management
Pennsylvania
$440K -$1.24M 1 0.66% Reduced
2008
CP
Camelot Portfolios
Ohio
$436K +$448K 2 0.25% New
2009
FA
FCG Advisors
New Jersey
$436K -$1.47M 2 0.34% Reduced
2010
HIP
Hatteras Investment Partners
North Carolina
$435K -$3.33M 1 0.4% Reduced
2011
DF Dent & Co
DF Dent & Co
Maryland
$430K +$15.1K 1 0.01% Increased
2012
ACM
Anandar Capital Management
New York
$427K -$1.26M 1 0.1% Reduced
2013
MAM
Mastrapasqua Asset Management
Tennessee
$426K +$441K 1 0.1% New
2014
Simplicity Solutions
Simplicity Solutions
Minnesota
$425K +$436K 1 0.4% New
2015
AGA
Accuvest Global Advisors
Utah
$423K $0 1 0.16% Maintained
2016
FMP
Financial Management Professionals
Texas
$421K $0 2 0.2% Maintained
2017
WCM
Washington Capital Management
Washington
$421K +$398K 1 0.24% New
2018
TCM
Tradewinds Capital Management
Washington
$418K +$36.2K 5 0.29% Increased
2019
TCM
Tanaka Capital Management
New York
$417K $0 1 1.03% Maintained
2020
BC
Barnett & Company
Tennessee
$416K -$334K 1 0.17% Reduced
2021
PAM
Premier Asset Management
Illinois
$416K -$11.1M 1 0.1% Reduced
2022
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$414K +$24.1K 3 0.02% Increased
2023
CC
Capital Counsel
New York
$410K +$12.3K 1 0.02% Increased
2024
RBC
Roble Belko & Company
Pennsylvania
$409K +$3.42K 2 0.24% Increased
2025
Waverly Advisors
Waverly Advisors
Alabama
$406K +$70.3K 5 0.25% Increased