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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
Page 9 of 9  ·  176 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFE Pfizer Inc Healthcare 9,675.0 $241K 0.01% $24.91 +4.5%
162 PXF Invesco Exch Traded Fd Tr II 3,570.0 $234K 0.01% $65.55 +18.7%
163 VWO Vanguard Intl Equity Index F 4,300.0 $231K 0.01% $53.72 +12.0%
164 VONE Vanguard Scottsdale Fds 725.0 $224K 0.01% NEW $308.97 +9.8%
165 AMD Advanced Micro Devices Inc Technology 1,000.0 $214K 0.01% NEW $214.00 +137.1%
166 TXN Texas Instruments Inc Technology 1,230.0 $213K 0.01% $173.17 +76.5%
167 RSP Invesco Exchange Traded Fd T 1,104.0 $211K 0.01% NEW $191.12 +11.0%
168 DE Deere & Co Industrials 450.0 $210K 0.01% -275.0 -37.9% $466.67 +25.4%
169 FANG Diamondback Energy Inc Energy 1,400.0 $210K 0.01% $150.00 +25.4%
170 KVUE Kenvue Inc Consumer Defensive 12,098.0 $209K 0.01% +880.0 +7.8% $17.28 +6.7%
171 ABBV AbbVie Inc Healthcare 910.0 $208K 0.01% -31.0 -3.3% $228.57 -2.7%
172 IAU iShares Gold Tr Financial Services 2,500.0 $203K 0.01% NEW $81.20 +0.4%
173 GSY Invesco Actively Managed Exc 4,000.0 $201K 0.01% -2K -33.3% $50.25 +0.0%
174 APLE Apple Hospitality REIT Inc Real Estate 14,400.0 $171K 0.01% -257K -94.7% $11.88 +37.9%
175 NXP Nuveen Select Tax-Free Incom Financial Services 11,591.0 $163K 0.01% $14.06 +1.5%
176 NIM Nuveen Select Mat Mun Fd Financial Services 11,500.0 $107K 0.01% $9.30 -0.4%
Page 9 of 9  ·  176 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 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%