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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
GCM
Grisanti Capital Management
New York
$554K $0 1 0.25% Maintained
2027
AIM
Avity Investment Management
Connecticut
$552K -$92.9K 1 0.09% Reduced
2028
Weiss Asset Management
Weiss Asset Management
Massachusetts
$551K +$553K 1 0.14% New
2029
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$550K -$104K 7 0.07% Reduced
2030
BWAM
Boyd Watterson Asset Management
Ohio
$545K +$54.9K 2 0.26% Increased
2031
RDM
Retirement Design & Management
Connecticut
$543K +$201K 2 0.3% Increased
2032
PAG
Pinnacle Advisory Group
Maryland
$541K +$279K 2 0.05% Increased
2033
FWM
Focused Wealth Management
New York
$537K -$14.3K 4 0.31% Reduced
2034
FMW
Farr Miller & Washington
District of Columbia
$536K $0 1 0.06% Maintained
2035
Rockefeller Financial Services
Rockefeller Financial Services
New York
$536K +$40.9K 3 0.01% Increased
2036
WA1
Wimmer Associates 1
California
$534K +$553K 1 0.56% New
2037
AFG
Albion Financial Group
Utah
$533K +$116 1 0.09% Increased
2038
RFG Advisory
RFG Advisory
Alabama
$527K -$183K 1 0.39% Reduced
2039
ST
Semper Trust
Pennsylvania
$523K +$518K 2 0.73% New
2040
Donaldson Capital Management
Donaldson Capital Management
Indiana
$520K +$20.6K 2 0.08% Increased
2041
FA
FCG Advisors
New Jersey
$517K -$5.64K 2 0.31% Reduced
2042
MBA
McQueen Ball & Associates
Pennsylvania
$515K +$510K 2 0.47% New
2043
CFMC
Curbstone Financial Management Corp
New Hampshire
$513K +$284K 1 0.18% Increased
2044
MAM
Mastrapasqua Asset Management
Tennessee
$510K -$20.6K 1 0.13% Reduced
2045
MFBTD
MB Financial Bank - Trust Department
Illinois
$510K -$7K 9 0.06% Reduced
2046
PHK
Point72 Hong Kong
Hong Kong
$508K +$395K 7 1.68% Increased
2047
LCM
Leisure Capital Management
California
$506K +$489K 1 0.46% New
2048
CWM
Cranbrook Wealth Management
Michigan
$503K +$492 4 0.28% Increased
2049
FMP
Financial Management Professionals
Texas
$503K +$22.6K 2 0.26% Increased
2050
MFS
Monetta Financial Services
Illinois
$500K -$84.6K 1 0.29% Reduced