DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
Q2 2026 13F filing
Updated 45 days ago174 disclosed positions worth $2.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DELL Dell Technologies Inc | $68.2M | 158.1K | 2.85% | Trimmed(-41.3%) |
| 2 | M MU Micron Technology Inc | $67.4M | 58.4K | 2.81% | Trimmed(-4.3%) |
| 3 | L LRCX Lam Research Corp | $56.2M | 129.6K | 2.34% | Trimmed(-27.1%) |
| 4 | ? N/A Teradyne Inc | $55.2M | 114.1K | 2.30% | Trimmed(-30.9%) |
| 5 | J JBTM JBT Marel Corp | $54.7M | 377.2K | 2.28% | Trimmed(-1.9%) |
| 6 | E EZRA Reliance Inc | $54.3M | 145.2K | 2.26% | Trimmed(-1.3%) |
| 7 | J JPM-PM JPMorgan Chase & Co | $52.1M | 159.1K | 2.17% | Trimmed(-1.2%) |
| 8 | A AMZN Amazon.com Inc | $51M | 213.9K | 2.13% | Added(+44.1%) |
| 9 | B BLBD Blue Bird Corp | $47.7M | 604.6K | 1.99% | Trimmed(-2.5%) |
| 10 | M MS-PP Morgan Stanley | $46.7M | 223.5K | 1.95% | Trimmed(-3.0%) |
| 11 | ? N/A DT Midstream Inc | $46.7M | 318.1K | 1.95% | Trimmed(-1.8%) |
| 12 | G GOOGN Alphabet Inc | $41.3M | 116.9K | 1.72% | Trimmed(-5.0%) |
| 13 | D DAL Delta Air Lines Inc | $40.5M | 432.4K | 1.69% | Trimmed(-28.4%) |
| 14 | A AZO AutoZone Inc | $39.6M | 12.4K | 1.65% | Added(+21.9%) |
| 15 | C CB Chubb Ltd | $39.3M | 115.4K | 1.64% | Trimmed(-1.7%) |
| 16 | R RJF Raymond James Financial Inc | $38.7M | 254.4K | 1.61% | Trimmed(-1.5%) |
| 17 | C CVS CVS Health Corp | $38.5M | 372.0K | 1.61% | Trimmed(-2.5%) |
| 18 | S STX Seagate Technology Holdings PL | $37.4M | 38.8K | 1.56% | Trimmed(-63.7%) |
| 19 | S SOLS Solstice Advanced Materials | $37M | 417.7K | 1.54% | Trimmed(-2.9%) |
| 20 | S SJM Smucker J M Co | $36.1M | 321.0K | 1.51% | Added(+67.8%) |
| 21 | H HCA HCA Healthcare Inc | $36M | 92.4K | 1.50% | Trimmed(-1.5%) |
| 22 | I IDA IDACORP Inc | $36M | 238.1K | 1.50% | Trimmed(-1.8%) |
| 23 | X XOM Exxon Mobil Corp | $36M | 263.4K | 1.50% | Trimmed(-2.0%) |
| 24 | V VSH Vishay Intertechnology Inc | $35M | 649.9K | 1.46% | Trimmed(-33.4%) |
| 25 | C COF-PN Capital One Financial | $34.8M | 173.5K | 1.45% | Added(+56.4%) |
| 26 | B BC-PC Brunswick Corp | $34.6M | 410.6K | 1.44% | Added(+18.9%) |
| 27 | L LH Labcorp Holdings Inc | $34.5M | 123.3K | 1.44% | Added(+26.8%) |
| 28 | M MAS Masco Corp | $33.9M | 416.3K | 1.41% | Added(+2.2%) |
| 29 | C CSL Carlisle Cos | $33.8M | 93.3K | 1.41% | Trimmed(-1.9%) |
| 30 | C CACI CACI International Inc | $33.8M | 72.9K | 1.41% | Trimmed(-1.3%) |
| 31 | C CI The Cigna Corp | $33.6M | 121.8K | 1.40% | Added(+64.3%) |
| 32 | T TFC-PR Truist Financial Corp | $32.9M | 659.8K | 1.37% | Trimmed(-2.7%) |
| 33 | B BDX Becton Dickinson & Co | $32.3M | 213.6K | 1.35% | Trimmed(-2.5%) |
| 34 | P PNC PNC Financial Services | $32.1M | 130.5K | 1.34% | Trimmed(-1.9%) |
| 35 | M MDU MDU Resources Group | $32.1M | 1.51M | 1.34% | Trimmed(-2.7%) |
| 36 | T TOL Toll Brothers Inc | $32M | 194.3K | 1.34% | Trimmed(-2.5%) |
| 37 | M MSFT Microsoft Corp | $31M | 83.1K | 1.29% | Added(+69.6%) |
| 38 | C CVX Chevron Corp | $30.9M | 186.3K | 1.29% | Trimmed(-3.3%) |
| 39 | R RTX RTX Corp | $30.6M | 161.5K | 1.28% | Trimmed(-2.1%) |
| 40 | H HWM Howmet Aerospace Inc | $29.8M | 111.0K | 1.25% | Trimmed(-2.1%) |
| 41 | T TTWO Take-Two Interactive Software | $29.6M | 118.6K | 1.24% | Added(+28.9%) |
| 42 | P PNW Pinnacle West Capital Corp | $29M | 271.0K | 1.21% | Trimmed(-2.2%) |
| 43 | R RKLB Rocket Cos Inc | $28.9M | 1.83M | 1.20% | — |
| 44 | A ANF Abercrombie and Fitch Co | $28.2M | 312.9K | 1.18% | Trimmed(-1.9%) |
| 45 | R RHP Ryman Hospitality Pptys Inc | $28M | 218.1K | 1.17% | Trimmed(-2.0%) |
| 46 | F FHN-PF First Horizon Corp | $27.7M | 1.08M | 1.16% | Trimmed(-2.1%) |
| 47 | P PNR Pentair PLC | $26.7M | 348.2K | 1.11% | Trimmed(-1.2%) |
| 48 | W WM Waste Management Inc Del | $26.6M | 119.2K | 1.11% | Trimmed(-1.1%) |
| 49 | S SONO Sonos Inc | $26M | 1.92M | 1.08% | Trimmed(-1.8%) |
| 50 | A AUB-PA Atlantic Union Bankshares Corp | $25.6M | 606.1K | 1.07% | Trimmed(-1.6%) |