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Portfolio (Quarterly) Guide ↗

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

· CIK 0001278678
13F Portfolio $2M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 174 New
Page 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PANW Palo Alto Networks Inc Technology 3,808.0 $775.0 0.04% NEW $0.20 +141302.1%
122 JNJ Johnson & Johnson Healthcare 4,095.0 $759.0 0.04% NEW $0.19 +123122.3%
123 VANGUARD MUN BD FDS 9,900.0 $759.0 0.04% NEW $0.08
124 AXP American Express Co Financial Services 1,979.0 $657.0 0.03% NEW $0.33 +101759.8%
125 GWW Grainger W W Inc Industrials 652.0 $621.0 0.03% NEW $0.95 +143257.1%
126 HYG ISHARES TR 7,390.0 $600.0 0.03% NEW $0.08 +98445.6%
127 V Visa Inc Financial Services 1,751.0 $598.0 0.03% NEW $0.34 +95718.9%
128 VXUS VANGUARD STAR FDS 8,050.0 $591.0 0.03% NEW $0.07 +118089.3%
129 AVGO Broadcom Inc Technology 1,757.0 $580.0 0.03% NEW $0.33 +124510.7%
130 ADI Analog Devices Inc Technology 2,304.0 $566.0 0.03% NEW $0.25 +176754.4%
131 BKLN INVESCO EXCH TRADED FD TR II 26,875.0 $562.0 0.03% NEW $0.02 +97740.3%
132 VNQ VANGUARD INDEX FDS 5,585.0 $511.0 0.03% NEW $0.09 +104342.8%
133 CSCO Cisco Systems Technology 7,295.0 $499.0 0.03% NEW $0.07 +174658.4%
134 ALLSTATE CORP 18,000.0 $477.0 0.02% NEW $0.03
135 MPWR Monolithic Power Systems Inc Technology 500.0 $460.0 0.02% NEW $0.92 +169867.4%
136 IWD ISHARES TR 2,060.0 $419.0 0.02% NEW $0.20 +118967.0%
137 HIG Hartford Financial Services Gr Financial Services 3,000.0 $400.0 0.02% NEW $0.13 +96087.5%
138 KBE SPDR SERIES TR 6,200.0 $368.0 0.02% NEW $0.06 +110607.1%
139 UNH UnitedHealth Group Inc Healthcare 1,052.0 $363.0 0.02% NEW $0.35 +116101.1%
140 PRF INVESCO EXCHANGE TRADED FD T 8,002.0 $362.0 0.02% NEW $0.05 +118957.4%
Page 7 of 9  ·  174 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
Financial Services 22.1%
Technology 18.8%
Industrials 14.8%
Consumer Cyclical 14.3%
Healthcare 10.2%
Energy 7.0%
Communication Services 5.1%
Utilities 2.2%
Basic Materials 2.2%
Real Estate 1.6%