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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VONE Vanguard SCOTTSDALE FDS 1,270.0 $430K 0.02% +545.0 +75.2% $338.58 +2.5%
42 MTN Vail Resorts Consumer Cyclical 2,375.0 $323K 0.01% +20.0 +0.8% $136.00 +9.0%
Page 3 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%