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Portfolio (Quarterly) Guide ↗

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

· CIK 0001278678
13F Portfolio $2.4B AUM 174 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 22 New 42 Added 69 Reduced 23 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Third Coast Bancshares Inc 119,330.0 $4.8M 0.20% +31K +35.0% $40.40
22 VCSH Vanguard SCOTTSDALE FDS 60,505.0 $4.8M 0.20% +10K +20.7% $79.03 -0.3%
23 Regions Financial Corp New 181,620.0 $4.6M 0.19% +29K +19.2% $25.23
24 WEX WEX Inc Technology 29,325.0 $4.1M 0.17% +7K +33.6% $141.07 +41.6%
25 Public Storage 227,799.0 $4.1M 0.17% +94K +70.8% $17.79
26 CSV Carriage Services Inc Consumer Cyclical 105,535.0 $4.0M 0.17% +29K +38.0% $38.34 -9.2%
27 ENOV Enovis Corporation Industrials 160,525.0 $3.3M 0.14% +51K +46.0% $20.70 +23.6%
28 TXO Partners LP 247,000.0 $3.1M 0.13% +81K +48.8% $12.50
29 M & T BK Corp 75,070.0 $2.0M 0.08% +1K +1.9% $26.00
30 VCIT Vanguard SCOTTSDALE FDS 22,958.0 $1.9M 0.08% +7K +43.2% $82.63 -1.3%
31 Bank of America Corp 96,918.0 $1.8M 0.07% +500.0 +0.5% $18.50
32 JNJ Johnson & Johnson Healthcare 4,872.0 $1.2M 0.05% +1K +27.6% $253.90 +7.6%
33 IWB iShares TR 2,598.0 $1.1M 0.04% +25.0 +1.0% $409.55 +2.5%
34 AXP American Express Co Financial Services 2,420.0 $819K 0.03% +291.0 +13.7% $338.43 -0.7%
35 VUSB Vanguard BD INDEX FDS 15,810.0 $787K 0.03% +2K +14.5% $49.78 -0.0%
36 Berkshire Hathaway Inc Del 1,561.0 $781K 0.03% +8.0 +0.5% $500.32
37 VONV Vanguard SCOTTSDALE FDS 5,215.0 $554K 0.02% +2K +50.1% $106.23 +6.6%
38 Novartis AG 3,192.0 $500K 0.02% +1K +54.8% $156.64
39 Vanguard MUN BD FDS 6,060.0 $463K 0.02% +3K +78.2% $76.40
40 Vanguard MUN BD FDS 6,030.0 $462K 0.02% +3K +77.3% $76.62
Page 2 of 3  ·  42 positions

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
Technology 23.7%
Financial Services 20.5%
Consumer Cyclical 12.9%
Industrials 12.3%
Healthcare 9.3%
Energy 6.6%
Basic Materials 4.6%
Utilities 3.4%
Consumer Defensive 3.2%
Communication Services 1.8%