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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 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VONE Vanguard SCOTTSDALE FDS 1,270.0 $430K 0.02% +545.0 +75.2% $338.58 +2.5%
142 SPDR SERIES TRUST 6,200.0 $423K 0.02% $68.23
143 EFA iShares TR 4,050.0 $421K 0.02% -11K -72.3% $103.95 +4.7%
144 HIG Hartford Insurance Group Financial Services 3,000.0 $398K 0.02% $132.67 +4.2%
145 KO Coca-Cola Co Consumer Defensive 4,764.0 $387K 0.02% $81.23 +12.8%
146 GLW Corning Inc Technology 1,500.0 $383K 0.02% NEW $255.33 -42.4%
147 UnitedHealth Group Inc 860.0 $357K 0.01% -180.0 -17.3% $415.12
148 Merck & Co Inc 2,703.0 $347K 0.01% $128.38
149 VTWO Vanguard SCOTTSDALE FDS 2,671.0 $324K 0.01% -8K -73.9% $121.30 -0.3%
150 MTN Vail Resorts Consumer Cyclical 2,375.0 $323K 0.01% +20.0 +0.8% $136.00 +8.7%
151 FLOT iShares TR 6,100.0 $311K 0.01% $50.98 +0.1%
152 UAL United Airlines Holdings Inc Industrials 2,250.0 $306K 0.01% $136.00 -13.7%
153 WMT Walmart Inc Consumer Defensive 2,691.0 $305K 0.01% -321.0 -10.7% $113.34 -7.0%
154 VNQ Vanguard INDEX FDS 3,100.0 $299K 0.01% -2K -38.3% $96.45 +2.9%
155 Eaton Corp PLC 702.0 $299K 0.01% -229.0 -24.6% $425.93
156 HBAN Huntington Bancshares Inc Financial Services 15,764.0 $279K 0.01% -2K -11.3% $17.70 -4.2%
157 DE Deere & Co Industrials 430.0 $273K 0.01% -20.0 -4.4% $634.88 -0.7%
158 KEY KeyCorp Financial Services 11,800.0 $272K 0.01% $23.05 -5.0%
159 PXF Invesco EXCH TRADED FD TR II 3,570.0 $270K 0.01% $75.63 +5.6%
160 VWO Vanguard INTL EQUITY INDEX F 4,300.0 $257K 0.01% $59.77 +1.5%
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
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%