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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
DLHL
Donald L. Hagan LLC
Florida
$717K +$100K 6 0.66% Increased
2002
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$716K -$365K 2 0.13% Reduced
2003
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$708K +$336K 2 0.18% Increased
2004
CC
Cornerstone Capital
California
$707K $0 2 0.16% Maintained
2005
Jefferies Financial Group
Jefferies Financial Group
New York
$707K +$648K 2 0.1% New
2006
Bouchey Financial Group
Bouchey Financial Group
New York
$705K +$181 2 0.3% Increased
2007
LI
Lafayette Investments
Maryland
$703K +$1.51K 2 0.29% Increased
2008
EHWM
Eads & Heald Wealth Management
Georgia
$689K -$40.6K 1 0.48% Reduced
2009
Waverly Advisors
Waverly Advisors
Alabama
$685K -$86.3K 2 0.42% Reduced
2010
D.J. St. Germain
D.J. St. Germain
Massachusetts
$683K -$39.7K 2 0.1% Reduced
2011
JLB & Associates
JLB & Associates
Michigan
$682K -$2.17M 1 0.17% Reduced
2012
BCM
Breithorn Capital Management
New York
$680K -$64.2K 1 0.47% Reduced
2013
VWM
Vector Wealth Management
Minnesota
$679K +$8.53K 2 0.5% Increased
2014
New England Private Wealth Advisors
New England Private Wealth Advisors
Massachusetts
$677K -$9.29K 2 0.28% Reduced
2015
BHTS
Bar Harbor Trust Services
Maine
$672K $0 2 0.38% Maintained
2016
CIC
Canal Insurance Company
South Carolina
$670K $0 2 0.23% Maintained
2017
FUBT
First United Bank & Trust
Maryland
$670K +$274K 2 0.62% Increased
2018
RS Investment Management
RS Investment Management
California
$668K -$19.2M 1 0.01% Reduced
2019
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
$665K -$47.1K 1 0.01% Reduced
2020
HFM
Hartford Financial Management
Connecticut
$664K +$12.6K 3 0.41% Increased
2021
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$662K -$1.59K 2 0.3% Reduced
2022
BWAM
Boyd Watterson Asset Management
Ohio
$657K +$108K 2 0.32% Increased
2023
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$656K -$61.9K 2 0.11% Reduced
2024
RTS
Round Table Services
New Jersey
$652K +$612K 2 0.41% New
2025
Formuepleje A/S
Formuepleje A/S
Denmark
$651K -$27.5K 2 0.08% Reduced