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Portfolio (Quarterly) Guide ↗

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

· CIK 0001278678
13F Portfolio $2.1B AUM 176 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 19 Added 103 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DOX Amdocs Ltd Technology 289,376 $24K 1.19% SOLD
2 MUSA Murphy USA Inc Consumer Cyclical 11,116 $4K 0.22% SOLD
3 CG Carlyle Group Inc Financial Services 60,635 $4K 0.19% SOLD
4 HSIC Henry Schein Inc Healthcare 47,435 $3K 0.16% SOLD
5 EMR Emerson Electric Co Industrials 11,303 $1K 0.07% SOLD
6 MUB ISHARES TR 8,305 $884.0 0.04% SOLD
7 TXNM Energy Inc 4,307 $244.0 0.01% SOLD
8 ITW Illinois Tool Works Inc Industrials 909 $237.0 0.01% SOLD
9 WDAY Workday Inc Technology 935 $225.0 0.01% SOLD
10 MCRI Monarch Casino and Resort Consumer Cyclical 2,000 $212.0 0.01% SOLD
11 PINE Alpine Income Ppty Tr Inc Real Estate 11,650 $165.0 0.01% SOLD
Sector Allocation
Financial Services 21.6%
Technology 17.5%
Industrials 16.2%
Consumer Cyclical 13.6%
Healthcare 10.0%
Energy 7.0%
Communication Services 5.1%
Basic Materials 3.3%
Utilities 2.5%
Consumer Defensive 1.7%