← 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
BCA
Bay Colony Advisors
Massachusetts
$1.27M +$1.32M 12 0.9% New
2002
NB
Nicolet Bankshares
Wisconsin
$1.26M $0 2 0.53% Maintained
2003
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$1.25M -$8.49K 2 0.08% Reduced
2004
CCM
Cribstone Capital Management
Maine
$1.25M -$6.48K 7 0.61% Reduced
2005
FBP
Flippin Bruce & Porter
Virginia
$1.25M +$10.9K 2 0.26% Increased
2006
PIA
Peachtree Investment Advisors
Georgia
$1.25M -$47.2K 2 0.9% Reduced
2007
MGAM
McGowan Group Asset Management
Texas
$1.23M -$4.96K 2 0.21% Reduced
2008
MC
Miles Capital
Iowa
$1.23M -$833K 4 0.76% Reduced
2009
TAM
Tealwood Asset Management
Minnesota
$1.23M -$20K 1 0.48% Reduced
2010
AAM
Autus Asset Management
Arizona
$1.22M +$899K 1 0.21% Increased
2011
BBA
BLB&B Advisors
Pennsylvania
$1.22M -$1.08M 2 0.17% Reduced
2012
CC
Claybrook Capital
Massachusetts
$1.22M $0 1 0.76% Maintained
2013
CCT
Capital City Trust
Florida
$1.22M +$71.3K 2 0.52% Increased
2014
Waverly Advisors
Waverly Advisors
Alabama
$1.21M -$48.3K 2 0.19% Reduced
2015
AP
Atwood & Palmer
Missouri
$1.21M -$384K 5 0.17% Reduced
2016
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$1.21M +$156K 8 0.19% Increased
2017
HP
Hartree Partners
New York
$1.21M +$1.31M 1 1.09% New
2018
GP
Geneva Partners
Wisconsin
$1.21M +$716K 1 0.96% Increased
2019
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.2M +$1.18M 1 0.06% New
2020
CG
CFO4Life Group
Texas
$1.2M +$929K 2 0.5% Increased
2021
TF
Tompkins Financial
New York
$1.2M -$916K 5 0.26% Reduced
2022
TFS
TrustCore Financial Services
Tennessee
$1.19M +$59.5K 10 0.42% Increased
2023
SIG
Schaller Investment Group
North Carolina
$1.19M $0 2 0.66% Maintained
2024
WA
Winfield Associates
Ohio
$1.19M -$654K 2 0.64% Reduced
2025
CT
Clearstead Trust
Maine
$1.19M -$930K 3 1.06% Reduced