DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
CIK 1278678
13F filing for Q2 2026・No. 1,480
- Holdings
- US$2.4B
- Quarter change
- +US$309.91M
- Entries
- 174
- Net bought (estimate)
- +US$14.74M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 10
- Cut 89
- Added 33
- Corporate actions 2
- Unchanged 41
Largest holdings
174 stocks worth US$2.4B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DELLDell Technologies IncCL C | AddedSplit 1:2 | 158,101 | US$68.21M | 2.85% |
| MUMicronCOM | Cut | 58,428 | US$67.44M | 2.82% |
| LRCXLam Research CorpCOM NEW | Cut | 129,617 | US$56.17M | 2.34% |
| TERTeradyne IncCOM | Cut | 114,066 | US$55.19M | 2.30% |
| JBTMJBT Marel CorpCOM | Cut | 377,205 | US$54.7M | 2.28% |
| RSReliance IncCOM | Cut | 145,222 | US$54.26M | 2.26% |
| JPMJPMorgan Chase & CoCOM | Cut | 159,053 | US$52.06M | 2.17% |
| AMZNAmazonCOM | Added | 213,906 | US$50.98M | 2.13% |
| Blue Bird CorpCOM | Cut | 604,597 | US$47.74M | 1.99% |
| MSMorgan StanleyCOM NEW | Cut | 223,549 | US$46.73M | 1.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.