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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
DF Dent & Co
DF Dent & Co
Maryland
$430K +$4.61K 1 0.01% Increased
2002
RBC
Roble Belko & Company
Pennsylvania
$427K -$12.3K 2 0.26% Reduced
2003
SCG
Sonata Capital Group
Washington
$426K $0 1 0.4% Maintained
2004
SRCM
Sterling Ridge Capital Management
New York
$425K +$464K 1 0.28% New
2005
BCM
BTC Capital Management
Iowa
$419K +$215K 2 0.1% Increased
2006
IFB
iAB Financial Bank
Indiana
$418K -$24.7K 2 0.32% Reduced
2007
AIM
Aspen Investment Management
Michigan
$416K -$25.7K 1 0.41% Reduced
2008
RWM
RKL Wealth Management
Pennsylvania
$415K -$77.5K 1 0.26% Reduced
2009
NCA
NCM Capital Advisers
North Carolina
$410K -$367K 1 1.21% Reduced
2010
WCM
Washington Capital Management
Washington
$407K $0 1 0.25% Maintained
2011
ABTD
Arvest Bank Trust Division
Oklahoma
$406K +$36.9K 1 0.04% Increased
2012
SIM
SSI Investment Management
California
$406K $0 1 0.04% Maintained
2013
TT
Tiedemann Trust
Delaware
$406K -$607K 1 0.04% Reduced
2014
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$402K $0 3 0.07% Maintained
2015
PAS
Partnervest Advisory Services
California
$397K -$878K 1 0.23% Reduced
2016
LIA
LBMC Investment Advisors
Tennessee
$391K +$405K 1 0.09% New
2017
TWM
Torch Wealth Management
Ohio
$391K $0 1 0.3% Maintained
2018
BAM
Brave Asset Management
New Jersey
$379K $0 3 0.29% Maintained
2019
CCMD
Cypress Capital Management (Delaware)
Delaware
$374K $0 1 0.12% Maintained
2020
CIBC World Markets
CIBC World Markets
New York
$373K +$357K 1 0.01% Increased
2021
BHB
Bank Hapoalim BM
Israel
$372K -$208K 1 0.09% Reduced
2022
SAMC
Spectrum Asset Management (California)
California
$372K -$29K 1 0.44% Reduced
2023
BAM
Baring Asset Management
United Kingdom
$371K +$365K 1 0.03% New
2024
OC
Oakworth Capital
Alabama
$371K $0 7 0.2% Maintained
2025
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$370K +$226K 2 0.02% Increased