Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC (CIK 1278678) reported $2.09B across 172 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JBTM ($49.2M, 2.36%), TER ($48.9M, 2.35%), JPM ($47.4M, 2.27%), XOM ($45.6M, 2.19%), RS ($44.7M, 2.14%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JBTMJBT Marel Corp$49.2M2.36%384,477Added
2TERTeradyne Inc$48.9M2.35%165,073Trimmed
3JPMJPMorgan Chase & Co$47.4M2.27%161,057Trimmed
4XOMExxon Mobil Corp$45.6M2.19%268,720Trimmed
5RSReliance Inc$44.7M2.14%147,135Trimmed
6HCAHCA Healthcare Inc$44.4M2.13%93,807Trimmed
7DELLDell Technologies Inc$44.2M2.12%269,198Trimmed
8DTMDT Midstream Inc$43.6M2.09%323,922Trimmed
9STXSeagate Technology Holdings PL$41.8M2.00%106,694Trimmed
10CACICACI International Inc$40.2M1.93%73,854Trimmed
11DALDelta Air Lines Inc$40.2M1.93%604,391Added
12CVXChevron Corp New$39.8M1.91%192,569Trimmed
13CBChubb Ltd$38.3M1.83%117,429Trimmed
14LRCXLam Research Corp$38.0M1.82%177,832Trimmed
15MSMorgan Stanley$37.9M1.82%230,468Trimmed
16RJFRaymond James Financial Inc$37.4M1.79%258,209Trimmed
17GOOGAlphabet Inc$35.3M1.69%123,101Trimmed
18BLBDBlue Bird Corp$35.2M1.69%620,344Trimmed
19IDAIDACORP Inc$34.7M1.66%242,392Added
20BDXBecton Dickinson & Co$34.5M1.65%219,170Added
21AZOAutoZone Inc$34.3M1.64%10,157Trimmed
22HONHoneywell Intl Inc$33.1M1.58%146,253Added
23Solstice Advanced Materials$32.8M1.57%430,176Trimmed
24MDUMDU Resources Group$32.2M1.54%1.6MTrimmed
25RTXRTX Corp$31.8M1.53%164,965Trimmed

Source: SEC Form 13F filings · as of 2026-03-31