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DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F portfolio summary

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC of DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC has 174 current stock holdings with a reported portfolio value of $2.40B. The portfolio 1 year return is +38.95%. Top holdings include DELL (2.85%), MU (2.81%), LRCX (2.34%), TER (2.30%), RS (2.26%).

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DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F Portfolio

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
Latest SEC 13F filing: 2026-06-30

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%.

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Top 5 Holdings
DELL2.8%
MU2.8%
LRCX2.3%
TER2.3%
RS2.3%
Top 5: 12.6%
Portfolio Returns
1 Year
+38.95%
#230/1000
3 Year
+75.62%
#445/1000
5 Year
+81.46%
#420/1000

Portfolio Value

$2.40B

Alpha Score

65.1

#383 of 1000

Holdings

174

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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

HoldingWeightAvg BuyCurrentReturnQuarter 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