DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F Portfolio
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC runs DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC and currently holds 174 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $2.40B. Their top holdings are DELL, MU, LRCX, TER, RS. The top five represent 12.6% of reported portfolio weight. DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC ranks #383 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC initiated 3 new positions. They added to 20 existing positions. They trimmed 74 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$2.40B
Alpha Score
65.1
#383 of 1000
Holdings
174
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC Current 13F Holdings
Reported holdings from DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC's latest SEC 13F filing, ranked by portfolio weight.
174 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
DELL Dell Technologies Inc | 2.85% | $94.87 | $586.28 | +517.98% | Trimmed -41.27% |
MU Micron Technology Inc | 2.81% | $65.69 | $1,029.00 | +1,466.45% | Trimmed -4.29% |
LRCX Lam Research Corp | 2.34% | $145.13 | $318.84 | +119.69% | Trimmed -27.11% |
TER Teradyne Inc | 2.30% | $95.79 | $402.68 | +320.38% | Trimmed -30.90% |
RS Reliance Inc | 2.26% | $78.62 | $402.82 | +412.36% | Trimmed -1.30% |
JPM JPMorgan Chase & Co | 2.17% | $53.34 | $333.01 | +524.32% | Trimmed -1.24% |
AMZN Amazon.com Inc | 2.13% | $214.55 | $262.43 | +22.32% | Added +44.07% |
BLBD Blue Bird Corp | 1.99% | $25.64 | $56.29 | +119.54% | Trimmed -2.54% |
MS Morgan Stanley | 1.95% | $32.20 | $190.00 | +490.06% | Trimmed -3.00% |
DTM DT Midstream Inc | 1.95% | $46.65 | $124.08 | +165.98% | Trimmed -1.81% |
Showing 1-10 of 174