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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
2026
KLWA
Kelly Lawrence W & Associates
California
$369K $0 2 0.09% Maintained
2027
AF
Affiance Financial
Minnesota
$366K $0 1 0.46% Maintained
2028
IWA
Inspirion Wealth Advisors
Illinois
$366K $0 1 0.29% Maintained
2029
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$363K -$24K 3 0.03% Reduced
2030
PTC
Provident Trust Company
Wisconsin
$363K $0 1 0.02% Maintained
2031
USGIU
U.S. Global Investors (USGI)
Texas
$359K +$354K 2 0.19% New
2032
WC
Whitnell & Co
Illinois
$358K +$38K 7 0.14% Increased
2033
DJSG
D.J. St. Germain
Massachusetts
$357K $0 1 0.06% Maintained
2034
CL
CIM LLC
New York
$356K -$3.1K 1 0.18% Reduced
2035
SCM
Somerset Capital Management
United Kingdom
$355K $0 1 0.14% Maintained
2036
LAIC
Lederer & Associates Investment Counsel
California
$353K -$1.78M 1 0.39% Reduced
2037
CAM
Chesapeake Asset Management
New York
$352K -$358K 1 0.3% Reduced
2038
CPP
Crow Point Partners
Massachusetts
$351K -$249K 2 0.05% Reduced
2039
HA
Harfst & Associates
Wyoming
$351K $0 5 0.15% Maintained
2040
DOA
D'Orazio & Associates
Virginia
$346K -$22.4K 4 0.18% Reduced
2041
EIM
Essex Investment Management
Massachusetts
$343K $0 1 0.06% Maintained
2042
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$339K +$348K 4 0.09% New
2043
Modera Wealth Management
Modera Wealth Management
New Jersey
$338K $0 1 0.14% Maintained
2044
EPM
Equitec Proprietary Markets
Illinois
$336K +$423K 1 0.02% New
2045
SHWM
Smith & Howard Wealth Management
Georgia
$336K +$332K 1 0.16% New
2046
BWA
Burt Wealth Advisors
Maryland
$334K +$26.9K 4 0.42% Increased
2047
RCM
Riverhead Capital Management
Delaware
$331K +$362K 3 0.01% New
2048
FUBT
First United Bank & Trust
Maryland
$329K $0 1 0.32% Maintained
2049
TCM
Tradewinds Capital Management
Washington
$327K -$79K 4 0.26% Reduced
2050
CAS
CTC Alternative Strategies
Illinois
$320K $0 1 0.76% Maintained