DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

CIK: 0001278678Latest portfolio: $2.1B · Q4 2025

Holdings

176

Total Value

$2.1B

New Positions

173

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
DWDMorgan Stanley
302,648$53.7M2.61%NEW
2
JPMJPMorgan Chase & Co
162,371$52.3M2.55%NEW
3
HCAHCA Healthcare Inc
111,274$52.0M2.53%NEW
4
JBTJBT Marel Corp
321,236$48.4M2.36%NEW
5
LRCXLam Research Corp
252,678$43.3M2.10%NEW
6
RSReliance Inc
147,995$42.8M2.08%NEW
7
RJFRaymond James Financial Inc
258,413$41.5M2.02%NEW
8
ANFAbercrombie and Fitch
319,318$40.2M1.96%NEW
9
CA8ACACI International Inc
75,131$40.0M1.95%NEW
10
GOOGAlphabet Inc
126,866$39.8M1.94%NEW
11
DTMDT Midstream Inc
329,868$39.5M1.92%NEW
12
STXSeagate Technology Holdings PL
134,949$37.2M1.81%NEW
13
CBChubb Ltd
118,244$36.9M1.80%NEW
14
PNRPentair PLC
352,684$36.7M1.79%NEW
15
DALDelta Air Lines Inc Del
526,785$36.6M1.78%NEW
16
COFCapital One Financial
150,466$36.5M1.77%NEW
17
TERTeradyne Inc
186,819$36.2M1.76%NEW
18
SONOSonos Inc
1,977,736$34.7M1.69%NEW
19
AZOAutoZone Inc
10,183$34.5M1.68%NEW
20
DELLDell Technologies Inc
270,919$34.1M1.66%NEW
21
TFCTruist Financial Corp
681,054$33.5M1.63%NEW
22
XOMExxon Mobil Corp
274,963$33.1M1.61%NEW
23
WBSWebster Financial Corp
498,503$31.4M1.53%NEW
24
RTXRTX Corp
167,491$30.7M1.49%NEW
25
CSLCarlisle Cos
95,281$30.5M1.48%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($5.231941499369064e+168T)
Technology0.0% ($4.325337164361613e+85T)
Unknown0.0% ($5.372948401400313e+74T)
Industrials0.0% ($3.672936559307183e+74T)
Healthcare0.0% ($5.195030301297262e+63T)
Consumer Cyclical0.0% ($4.0193345362945724e+43T)
Energy0.0% ($3.947933089296622e+29T)
Communication Services0.0% ($39811301691922752.0T)
Real Estate0.0% ($21180483237922.8T)
Consumer Defensive0.0% ($2589535301667.3T)
Utilities0.0% ($24654.2T)
Basic Materials0.0% ($4275.1T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$2.1B176
Q3 2025Oct 28, 2025$2.0B0
Q2 2025Jul 28, 2025$1.8B168
Q1 2025Apr 29, 2025$1.7B168

Fund Information

CIK0001278678
Most Recent FilingJan 27, 2026
Number of Filings4

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.1B across 176 holdings. The largest position is Morgan Stanley (DWD), representing 2.6% of the portfolio. Compared to the previous quarter, the fund opened 176 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.