Deroy & Devereaux Private Investment Counsel
$2.3B 13F equity value
169 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Deroy & Devereaux Private Investment Counsel covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DELL | Dell Technologies Inc | 158,101 | $68M | 3.0% |
| MU | Micron Technology Inc | 58,428 | $67M | 2.9% |
| LRCX | Lam Research Corp | 129,617 | $56M | 2.4% |
| TER | Teradyne Inc | 114,066 | $55M | 2.4% |
| JBTM | JBT Marel Corp | 377,205 | $55M | 2.4% |
| RS | Reliance Inc | 145,222 | $54M | 2.4% |
| JPM | JPMorgan Chase & Co | 159,053 | $52M | 2.3% |
| AMZN | Amazon.com Inc | 213,906 | $51M | 2.2% |
| BLBD | Blue Bird Corp | 604,597 | $48M | 2.1% |
| MS | Morgan Stanley | 223,549 | $47M | 2.0% |
Track Deroy & Devereaux Private Investment Counsel's 13F portfolio: $2.3B in reported holdings, 169 positions. Top holdings and quarterly changes on SentiSense.
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