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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTWO Vanguard SCOTTSDALE FDS 2,671.0 $324K 0.01% -8K -73.9% $121.30 -0.3%
62 WMT Walmart Inc Consumer Defensive 2,691.0 $305K 0.01% -321.0 -10.7% $113.34 -7.0%
63 VNQ Vanguard INDEX FDS 3,100.0 $299K 0.01% -2K -38.3% $96.45 +2.9%
64 Eaton Corp PLC 702.0 $299K 0.01% -229.0 -24.6% $425.93
65 HBAN Huntington Bancshares Inc Financial Services 15,764.0 $279K 0.01% -2K -11.3% $17.70 -4.2%
66 DE Deere & Co Industrials 430.0 $273K 0.01% -20.0 -4.4% $634.88 -0.7%
67 LHX L3 Harris Technologies Industrials 780.0 $227K 0.01% -73K -98.9% $291.03 -9.9%
68 PFE Pfizer Inc Healthcare 8,925.0 $215K 0.01% -750.0 -7.8% $24.09 +18.6%
69 FANG Diamondback Energy Inc Energy 1,200.0 $211K 0.01% -200.0 -14.3% $175.83 +13.7%
Page 4 of 4  ·  69 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%