DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC: 13F holdings

CIK 12786782026Q2

Positions174
Reported value$2.4bn
Filed2026-07-27

Change since last quarter

Positions174 (+1 vs prior quarter)
Reported value$2.4bn (+14.9%)

Top 10 holdings

SecuritySharesValueWeight
DELL Dell Technologies Inc158,101$68.2m2.8%
MU Micron Technology Inc58,428$67.4m2.8%
LRCX Lam Research Corp129,617$56.2m2.3%
TER Teradyne Inc114,066$55.2m2.3%
JBTM JBT Marel Corp377,205$54.7m2.3%
RS Reliance Inc145,222$54.3m2.3%
JPM JPMorgan Chase & Co159,053$52.1m2.2%
AMZN Amazon.com Inc213,906$51.0m2.1%
BLBD Blue Bird Corp604,597$47.7m2.0%
MS Morgan Stanley223,549$46.7m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1278678")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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