DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC
•CIK: 1278678•Filing: Q4 2025
**DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC** manages $2.1B across a diversified portfolio of 176 positions. The firm maintains significant exposure to financial and healthcare sectors, evidenced by top holdings including DWD ($53.7M), JPM ($52.3M), and HCA ($52.0M). Notable allocations also include JBT ($48.4M) and LRCX ($43.3M), suggesting a focus on established, sector-leading names. This concentrated approach highlights deep conviction in core industrial and financial market leaders.
Total AUM
$2.1B
QoQ Performance
+2.6%
Positions
159
Top 10 Concentration
22.1%
Latest Filing
Q4 2025
Top Holdings Allocation
DWD2.6%
JPM2.5%
HCA2.5%
JBT2.4%
LRCX2.1%
RS2.1%
RJF2.0%
ANF2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.2%
Technology6.6%
Financial6.3%
Healthcare2.7%
Industrial2.6%
Consumer1.3%
Consumer Staples1.3%
Communication0.0%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW13 new positions
↑22 increased
↓108 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023