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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 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTN Vail Resorts Consumer Cyclical 2,355.0 $352.0 0.02% NEW $0.15 +98669.5%
142 ETN Eaton Corp PLC Industrials 931.0 $348.0 0.02% NEW $0.37 +113554.2%
143 DE Deere & Co Industrials 725.0 $332.0 0.02% NEW $0.46 +129465.4%
144 KO Coca-Cola Co Consumer Defensive 4,764.0 $316.0 0.02% NEW $0.07 +118660.8%
145 VICI VICI Properties Inc Real Estate 9,607.0 $313.0 0.02% NEW $0.03 +81636.2%
146 FLOT ISHARES TR 6,100.0 $312.0 0.02% NEW $0.05 +99599.4%
147 HBAN Huntington Bancshares Inc Financial Services 17,764.0 $307.0 0.01% NEW $0.02 +97528.5%
148 GSY INVESCO ACTIVELY MANAGED EXC 6,000.0 $301.0 0.01% NEW $0.05 +100057.7%
149 MCD McDonalds Corp Consumer Cyclical 976.0 $297.0 0.01% NEW $0.30 +91691.6%
150 CAT Caterpillar Inc Industrials 600.0 $286.0 0.01% NEW $0.48 +207470.6%
151 SHW Sherwin Williams Co Basic Materials 800.0 $277.0 0.01% NEW $0.35 +92726.0%
152 MA Mastercard Inc Financial Services 467.0 $266.0 0.01% NEW $0.57 +85987.8%
153 NVS Novartis AG Healthcare 2,062.0 $264.0 0.01% NEW $0.13 +115200.2%
154 VANGUARD MUN BD FDS 3,400.0 $256.0 0.01% NEW $0.08
155 PFE Pfizer Inc Healthcare 9,675.0 $247.0 0.01% NEW $0.03 +98745.6%
156 WMT Walmart Inc Consumer Defensive 2,375.0 $245.0 0.01% NEW $0.10 +113303.8%
157 TXNM Energy Inc 4,307.0 $244.0 0.01% NEW $0.06
158 ITW Illinois Tool Works Inc Industrials 909.0 $237.0 0.01% NEW $0.26 +102049.4%
159 VWO VANGUARD INTL EQUITY INDEX F 4,300.0 $233.0 0.01% NEW $0.05 +112106.0%
160 MCK McKesson Corp Healthcare 300.0 $232.0 0.01% NEW $0.77 +97054.1%
Page 8 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%