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DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

· CIK 0001278678
13F Portfolio $2M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMorgan Chase & Co Financial Services 165,864.0 $52K 2.61% NEW $0.32 +94980.6%
2 HCA HCA Healthcare Inc Healthcare 117,146.0 $50K 2.49% NEW $0.43 +101424.3%
3 MS Morgan Stanley Financial Services 312,949.0 $50K 2.48% NEW $0.16 +122277.6%
4 JBTM JBT Marel Corp Industrials 326,880.0 $46K 2.29% NEW $0.14 +89448.5%
5 RJF Raymond James Financial Inc Financial Services 264,368.0 $46K 2.28% NEW $0.17 +90033.1%
6 AZO AutoZone Inc Consumer Cyclical 10,369.0 $44K 2.22% NEW $4.29 +77312.6%
7 RS Reliance Inc Basic Materials 149,552.0 $42K 2.10% NEW $0.28 +130882.2%
8 PNR Pentair PLC Industrials 357,799.0 $40K 1.98% NEW $0.11 +67505.3%
9 DELL Dell Technologies Inc Technology 276,961.0 $39K 1.96% NEW $0.14 +174752.6%
10 DTM DT Midstream Inc Energy 338,210.0 $38K 1.91% NEW $0.11 +130874.8%
11 CACI CACI International Inc Technology 76,548.0 $38K 1.91% NEW $0.50 +97529.2%
12 BLBD Blue Bird Corp Consumer Cyclical 640,353.0 $37K 1.84% NEW $0.06 +124783.8%
13 GOOGL Alphabet Inc Communication Services 147,418.0 $36K 1.79% NEW $0.24 +164611.8%
14 LRCX Lam Research Corp Technology 261,242.0 $35K 1.75% NEW $0.13 +223314.9%
15 Chubb Ltd 120,349.0 $34K 1.70% NEW $0.28
16 EA Electronic Arts Inc Communication Services 163,501.0 $33K 1.65% NEW $0.20 +99444.3%
17 Seagate Technology Holdings PL 138,429.0 $33K 1.63% NEW $0.24
18 COF Capital One Financial Financial Services 153,213.0 $33K 1.63% NEW $0.21 +87297.7%
19 SONO Sonos Inc Technology 2,024,187.0 $32K 1.60% NEW $0.02 +92875.1%
20 CSL Carlisle Cos Industrials 96,829.0 $32K 1.59% NEW $0.33 +105672.3%
21 TFC Truist Financial Corp Financial Services 692,182.0 $32K 1.58% NEW $0.05 +102982.6%
22 XOM Exxon Mobil Corp Energy 280,087.0 $32K 1.58% NEW $0.11 +135402.5%
23 CVX Chevron Corp New Energy 197,325.0 $31K 1.53% NEW $0.16 +120086.5%
24 DAL Delta Air Lines Inc Del Industrials 536,152.0 $30K 1.52% NEW $0.06 +125977.7%
25 WBS Webster Financial Corp Financial Services 505,474.0 $30K 1.50% NEW $0.06 +120426.4%
26 WTW Willis Towers Watson PLC LTD Financial Services 85,510.0 $30K 1.48% NEW $0.35 +71587.2%
27 CVS CVS Health Corp Healthcare 387,834.0 $29K 1.46% NEW $0.08 +128762.4%
28 MAS Masco Corp Industrials 414,585.0 $29K 1.46% NEW $0.07 +96872.8%
29 BDX Becton Dickinson & Co Healthcare 154,808.0 $29K 1.45% NEW $0.19 +76553.3%
30 RTX RTX Corp Industrials 170,861.0 $29K 1.43% NEW $0.17 +104890.8%
31 PRKS United Parks & Resorts Consumer Cyclical 548,776.0 $28K 1.42% NEW $0.05 +68564.7%
32 TOL Toll Brothers Inc Consumer Cyclical 203,755.0 $28K 1.41% NEW $0.14 +95454.3%
33 FISV Fiserv Inc Technology 218,048.0 $28K 1.40% NEW $0.13 +41364.3%
34 MDU MDU Resources Group Industrials 1,577,477.0 $28K 1.40% NEW $0.02 +126626.0%
35 ANF Abercrombie and Fitch Co Consumer Cyclical 324,790.0 $28K 1.39% NEW $0.09 +82389.1%
36 HWM Howmet Aerospace Inc Industrials 141,296.0 $28K 1.39% NEW $0.20 +138704.0%
37 PNC PNC Financial Services Financial Services 136,745.0 $27K 1.37% NEW $0.20 +106131.7%
38 TER Teradyne Inc Technology 191,214.0 $26K 1.31% NEW $0.14 +258942.3%
39 PEP PepsiCo Inc Consumer Defensive 182,803.0 $26K 1.28% NEW $0.14 +105759.5%
40 MSFT Microsoft Corp Technology 49,442.0 $26K 1.28% NEW $0.52 +78946.6%
41 AMZN Amazon.com Inc Consumer Cyclical 114,263.0 $25K 1.25% NEW $0.22 +120197.5%
42 MU Micron Technology Inc Technology 149,829.0 $25K 1.25% NEW $0.17 +463695.1%
43 Amdocs Ltd 289,376.0 $24K 1.19% NEW $0.08
44 LHX L3 Harris Technologies Industrials 75,013.0 $23K 1.14% NEW $0.31 +100622.4%
45 LKQ LKQ Corp Consumer Cyclical 748,712.0 $23K 1.14% NEW $0.03 +85065.7%
46 PGR Progressive Corp Financial Services 91,635.0 $23K 1.13% NEW $0.25 +79253.0%
47 BC Brunswick Corp Consumer Cyclical 353,321.0 $22K 1.12% NEW $0.06 +122528.2%
48 ALL Allstate Corp Financial Services 119,552.0 $22K 1.11% NEW $0.19 +116564.5%
49 T AT&T Inc Communication Services 785,357.0 $22K 1.11% NEW $0.03 +87224.8%
50 IDA IDACORP Inc Utilities 162,591.0 $21K 1.07% NEW $0.13 +107582.7%
51 CI The Cigna Group Healthcare 74,353.0 $21K 1.07% NEW $0.29 +98867.3%
52 Waste Mgmt Inc Del 95,022.0 $21K 1.05% NEW $0.22
53 ZBH Zimmer Biomet Holdings Inc Healthcare 210,104.0 $21K 1.03% NEW $0.10 +83809.6%
54 RHP Ryman Hospitality Pptys Inc Real Estate 229,021.0 $21K 1.02% NEW $0.09 +118194.4%
55 VANGUARD SCOTTSDALE FDS 159,670.0 $19K 0.96% NEW $0.12
56 OI O-I Glass Inc Consumer Cyclical 1,426,063.0 $18K 0.92% NEW $0.01 +68288.7%
57 AAPL Apple Inc Technology 72,051.0 $18K 0.92% NEW $0.25 +117810.6%
58 A Agilent Technologies Inc Healthcare 135,557.0 $17K 0.87% NEW $0.13 +86926.4%
59 VSH Vishay Intertechnology Inc Technology 1,087,058.0 $17K 0.83% NEW $0.02 +248200.5%
60 PNW Pinnacle West Cap Corp Utilities 181,710.0 $16K 0.81% NEW $0.09 +111176.7%
61 MPLX MPLX LP Energy 218,382.0 $11K 0.55% NEW $0.05 +111153.1%
62 VTI VANGUARD INDEX FDS 31,169.0 $10K 0.51% NEW $0.33 +110431.3%
63 EPD Enterprise Products Partners L Energy 287,144.0 $9K 0.45% NEW $0.03 +125355.6%
64 EVR Evercore Inc Financial Services 24,995.0 $8K 0.42% NEW $0.34 +101015.5%
65 SPY SPDR S&P 500 ETF TR Financial Services 11,517.0 $8K 0.38% NEW $0.67 +110840.2%
66 UHS Universal Hlth Svcs Inc Healthcare 35,325.0 $7K 0.36% NEW $0.20 +83379.9%
67 AGCO AGCO Corp Industrials 51,606.0 $6K 0.28% NEW $0.11 +105708.6%
68 VNOM Viper Energy Inc Energy 143,770.0 $5K 0.27% NEW $0.04 +124675.1%
69 FIX Comfort Systems USA Industrials 6,615.0 $5K 0.27% NEW $0.83 +247385.1%
70 ALK Alaska Air Group Inc Industrials 102,670.0 $5K 0.26% NEW $0.05 +74105.2%
71 IGIC Intl Gnrl Insurance Hldngs L Financial Services 189,945.0 $4K 0.22% NEW $0.02 +107824.3%
72 VANGUARD SCOTTSDALE FDS 55,010.0 $4K 0.22% NEW $0.08
73 CCK Crown Holdings Inc Consumer Cyclical 45,505.0 $4K 0.22% NEW $0.10 +99379.4%
74 MUSA Murphy USA Inc Consumer Cyclical 11,116.0 $4K 0.22% NEW $0.39 +148302.2%
75 STE Steris PLC Healthcare 17,345.0 $4K 0.21% NEW $0.25 +87182.7%
76 AUB Atlantic Union Bankshares Corp Financial Services 121,425.0 $4K 0.21% NEW $0.04 +102849.1%
77 WAT Waters Corp Healthcare 13,802.0 $4K 0.21% NEW $0.30 +111039.8%
78 PRSU Pursuit Attractions and Hospit Industrials 113,340.0 $4K 0.20% NEW $0.04 +116971.0%
79 IUSV ISHARES TR 39,323.0 $4K 0.20% NEW $0.10 +108093.3%
80 CG Carlyle Group Inc Financial Services 60,635.0 $4K 0.19% NEW $0.06 +76483.2%
81 DINO HF Sinclair Corporation Energy 72,220.0 $4K 0.19% NEW $0.05 +131176.1%
82 OUT OUTFRONT Media Inc Real Estate 206,198.0 $4K 0.19% NEW $0.02 +178863.3%
83 WFC 7.5 PERP L Wells Fargo Co NEW 3,009.0 $4K 0.19% NEW $1.23
84 NWE Northwestern Energy Group Utilities 62,095.0 $4K 0.18% NEW $0.06 +122213.0%
85 WEX WEX Inc Technology 22,682.0 $4K 0.18% NEW $0.16 +84978.1%
86 CSV Carriage Services Inc Consumer Cyclical 78,955.0 $4K 0.18% NEW $0.04 +98049.3%
87 TCBX Third Coast Bancshares Inc Financial Services 91,170.0 $3K 0.17% NEW $0.04 +97337.6%
88 JKHY Henry Jack & Assoc Inc Technology 22,432.0 $3K 0.17% NEW $0.15 +89889.9%
89 RF Regions Financial Corp New Financial Services 127,850.0 $3K 0.16% NEW $0.03 +103950.4%
90 APLE Apple Hospitality REIT Inc Real Estate 271,032.0 $3K 0.16% NEW $0.01 +114474.5%
91 HSIC Henry Schein Inc Healthcare 47,435.0 $3K 0.16% NEW $0.07 +109310.9%
92 GLPI Gaming and Leisure Properties Real Estate 64,170.0 $3K 0.15% NEW $0.05 +100456.6%
93 BAC BANK AMERICA CORP Financial Services 106,898.0 $3K 0.14% NEW $0.03 +196149.1%
94 TXO TXO Partners LP Energy 181,500.0 $3K 0.13% NEW $0.01 +92215.9%
95 MTCH Match Group Inc New Communication Services 70,725.0 $2K 0.12% NEW $0.04 +101061.1%
96 PSTL Postal Realty Trust Inc Real Estate 155,070.0 $2K 0.12% NEW $0.02 +146493.1%
97 FDP Fresh Del Monte Produce Inc Consumer Defensive 65,175.0 $2K 0.11% NEW $0.03 +101334.5%
98 CRC California Resources Corp Energy 41,370.0 $2K 0.11% NEW $0.05 +112426.4%
99 VEU VANGUARD INTL EQUITY INDEX F 29,191.0 $2K 0.10% NEW $0.07 +113426.8%
100 NVDA NVIDIA Corp Technology 10,540.0 $2K 0.10% NEW $0.19 +126219.2%
101 Costco Wholesale Corp New 1,950.0 $2K 0.09% NEW $0.93
102 M & T BK CORP 65,300.0 $2K 0.09% NEW $0.03
103 VANGUARD SCOTTSDALE FDS 7,378.0 $2K 0.09% NEW $0.23
104 LLY Eli Lilly & Co Healthcare 2,220.0 $2K 0.09% NEW $0.76 +131828.8%
105 ORLY O'Reilly Automotive Consumer Cyclical 15,140.0 $2K 0.08% NEW $0.11 +83095.8%
106 META Meta Platforms Inc Communication Services 2,049.0 $2K 0.07% NEW $0.73 +84096.9%
107 EMR Emerson Electric Co Industrials 11,303.0 $1K 0.07% NEW $0.13 +104988.2%
108 IWM ISHARES TR 5,982.0 $1K 0.07% NEW $0.24 +114661.8%
109 EFA ISHARES TR 14,600.0 $1K 0.07% NEW $0.09 +108859.1%
110 VNQ Berkshire Hathaway Inc Del 7,178.0 $1K 0.07% NEW $0.18 +51267.6%
111 VTWO VANGUARD SCOTTSDALE FDS 12,081.0 $1K 0.06% NEW $0.10 +114587.7%
112 NFLX Netflix Inc Communication Services 947.0 $1K 0.06% NEW $1.20 +7153.9%
113 QQQ INVESCO QQQ TR Financial Services 1,621.0 $973.0 0.05% NEW $0.60 +118004.8%
114 VANGUARD SCOTTSDALE FDS 11,193.0 $941.0 0.05% NEW $0.08
115 IWB ISHARES TR 2,570.0 $939.0 0.05% NEW $0.37 +110054.2%
116 MUB ISHARES TR 8,305.0 $884.0 0.04% NEW $0.11 +99597.6%
117 SYK Stryker Corp Healthcare 2,350.0 $869.0 0.04% NEW $0.37 +82517.8%
118 GS Goldman Sachs Group Inc Financial Services 1,025.0 $816.0 0.04% NEW $0.80 +121613.7%
119 PANW Palo Alto Networks Inc Technology 3,808.0 $775.0 0.04% NEW $0.20 +116945.6%
120 JNJ Johnson & Johnson Healthcare 4,095.0 $759.0 0.04% NEW $0.19 +124422.5%
121 VSDM VANGUARD MUN BD FDS 9,900.0 $759.0 0.04% NEW $0.08
122 AXP American Express Co Financial Services 1,979.0 $657.0 0.03% NEW $0.33 +94325.7%
123 GWW Grainger W W Inc Industrials 652.0 $621.0 0.03% NEW $0.95 +134729.6%
124 HYG ISHARES TR 7,390.0 $600.0 0.03% NEW $0.08 +97768.2%
125 V Visa Inc Financial Services 1,751.0 $598.0 0.03% NEW $0.34 +94336.9%
126 VXUS VANGUARD STAR FDS 8,050.0 $591.0 0.03% NEW $0.07 +113104.0%
127 AVGO Broadcom Inc Technology 1,757.0 $580.0 0.03% NEW $0.33 +128703.2%
128 ADI Analog Devices Inc Technology 2,304.0 $566.0 0.03% NEW $0.25 +169846.5%
129 BKLN INVESCO EXCH TRADED FD TR II 26,875.0 $562.0 0.03% NEW $0.02 +98457.6%
130 CSCO Cisco Systems Technology 7,295.0 $499.0 0.03% NEW $0.07 +168796.1%
131 MPWR Monolithic Power Systems Inc Technology 500.0 $460.0 0.02% NEW $0.92 +175331.5%
132 IWD ISHARES TR 2,060.0 $419.0 0.02% NEW $0.20 +114055.5%
133 HIG Hartford Financial Services Gr Financial Services 3,000.0 $400.0 0.02% NEW $0.13 +100595.0%
134 SPDR SERIES TR 6,200.0 $368.0 0.02% NEW $0.06
135 UNH UnitedHealth Group Inc Healthcare 1,052.0 $363.0 0.02% NEW $0.35 +115559.1%
136 PRF INVESCO EXCHANGE TRADED FD T 8,002.0 $362.0 0.02% NEW $0.05 +115354.3%
137 MTN Vail Resorts Consumer Cyclical 2,355.0 $352.0 0.02% NEW $0.15 +81140.8%
138 ETN Eaton Corp PLC Industrials 931.0 $348.0 0.02% NEW $0.37 +109078.5%
139 DE Deere & Co Industrials 725.0 $332.0 0.02% NEW $0.46 +125386.1%
140 KO Coca-Cola Co Consumer Defensive 4,764.0 $316.0 0.02% NEW $0.07 +121186.0%
141 VICI VICI Properties Inc Real Estate 9,607.0 $313.0 0.02% NEW $0.03 +85472.9%
142 ISHARES TR 6,100.0 $312.0 0.02% NEW $0.05
143 HBANM Huntington Bancshares Inc Financial Services 17,764.0 $307.0 0.01% NEW $0.02 +131191.6%
144 GSY INVESCO ACTIVELY MANAGED EXC 6,000.0 $301.0 0.01% NEW $0.05 +100006.3%
145 MCD McDonalds Corp Consumer Cyclical 976.0 $297.0 0.01% NEW $0.30 +90260.5%
146 CAT Caterpillar Inc Industrials 600.0 $286.0 0.01% NEW $0.48 +186258.7%
147 SHW Sherwin Williams Co Basic Materials 800.0 $277.0 0.01% NEW $0.35 +89193.9%
148 MA Mastercard Inc Financial Services 467.0 $266.0 0.01% NEW $0.57 +85915.8%
149 NVS Novartis AG Healthcare 2,062.0 $264.0 0.01% NEW $0.13 +116879.4%
150 VCRM VANGUARD MUN BD FDS 3,400.0 $256.0 0.01% NEW $0.08
151 PFE Pfizer Inc Healthcare 9,675.0 $247.0 0.01% NEW $0.03 +100762.9%
152 WMT Walmart Inc Consumer Defensive 2,375.0 $245.0 0.01% NEW $0.10 +128305.1%
153 TXNM TXNM Energy Inc Utilities 4,307.0 $244.0 0.01% NEW $0.06 +104662.5%
154 ITW Illinois Tool Works Inc Industrials 909.0 $237.0 0.01% NEW $0.26 +96081.4%
155 VWO VANGUARD INTL EQUITY INDEX F 4,300.0 $233.0 0.01% NEW $0.05 +107750.6%
156 MCK McKesson Corp Healthcare 300.0 $232.0 0.01% NEW $0.77 +96524.6%
157 REGN Regeneron Pharmaceuticals Healthcare 410.0 $231.0 0.01% NEW $0.56 +126426.7%
158 MRK Merck & Co Inc Healthcare 2,703.0 $227.0 0.01% NEW $0.08 +134942.8%
159 TXN Texas Instruments Inc Technology 1,230.0 $226.0 0.01% NEW $0.18 +166624.9%
160 WDAY Workday Inc Technology 935.0 $225.0 0.01% NEW $0.24 +49247.2%
161 KEY KeyCorp Financial Services 11,800.0 $221.0 0.01% NEW $0.02 +112453.8%
162 ABBV AbbVie Inc Healthcare 941.0 $218.0 0.01% NEW $0.23 +90715.1%
163 PXF INVESCO EXCH TRADED FD TR II 3,570.0 $218.0 0.01% NEW $0.06 +123097.8%
164 UAL United Airlines Holdings Inc Industrials 2,250.0 $217.0 0.01% NEW $0.10 +99459.9%
165 MCRI Monarch Casino and Resort Consumer Cyclical 2,000.0 $212.0 0.01% NEW $0.11 +110164.2%
166 FANG Diamondback Energy Inc Energy 1,400.0 $200.0 0.01% NEW $0.14 +140082.0%
167 KVUE Kenvue Inc Consumer Defensive 11,218.0 $182.0 0.01% NEW $0.02 +105854.6%
168 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 11,591.0 $168.0 0.01% NEW $0.01 +98147.5%
169 PINE Alpine Income Ppty Tr Inc Real Estate 11,650.0 $165.0 0.01% NEW $0.01 +134051.5%
170 NIM NUVEEN SELECT MAT MUN FD Financial Services 11,500.0 $106.0 0.01% NEW $0.01 +99385.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.1%
Industrials 16.8%
Technology 16.2%
Consumer Cyclical 14.7%
Healthcare 10.5%
Energy 7.4%
Communication Services 5.3%
Basic Materials 2.3%
Utilities 2.3%
Real Estate 1.8%