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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 REGN Regeneron Pharmaceuticals Healthcare 410.0 $256K 0.01% $624.39 +33.5%
162 VICI VICI Properties Inc Real Estate 8,754.0 $232K 0.01% $26.50 -0.8%
163 INTC Intel Corp Technology 1,655.0 $231K 0.01% NEW $139.58 -37.3%
164 LHX L3 Harris Technologies Industrials 780.0 $227K 0.01% -73K -98.9% $291.03 -9.9%
165 McKesson Corp 300.0 $227K 0.01% $756.67
166 Nestle SA 2,190.0 $225K 0.01% NEW $102.74
167 MCRI Monarch Casino and Resort Consumer Cyclical 1,700.0 $224K 0.01% NEW $131.76 -6.1%
168 PFE Pfizer Inc Healthcare 8,925.0 $215K 0.01% -750.0 -7.8% $24.09 +18.6%
169 UNP Union Pacific Corp Industrials 790.0 $215K 0.01% NEW $272.15 +13.8%
170 FANG Diamondback Energy Inc Energy 1,200.0 $211K 0.01% -200.0 -14.3% $175.83 +13.7%
171 BIV Vanguard BD INDEX FDS 2,751.0 $211K 0.01% NEW $76.70 -1.0%
172 TotalEnergies SE 2,600.0 $202K 0.01% NEW $77.69
173 GSY Invesco ACTIVELY MANAGED EXC 4,000.0 $201K 0.01% $50.25 -0.2%
174 NIM Nuveen SELECT MAT MUN FD Financial Services 11,500.0 $108K 0.01% $9.39 -0.7%
Page 9 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%