Deroy & Devereaux Private Investment Counsel as of June 30, 2025
Portfolio Holdings for Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel holds 168 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 2.6 | $49M | 167k | 289.91 | |
| Reliance Steel & Aluminum (RS) | 2.5 | $47M | 149k | 313.90 | |
| Hca Holdings (HCA) | 2.4 | $45M | 118k | 383.10 | |
| Morgan Stanley Com New (MS) | 2.4 | $45M | 317k | 140.86 | |
| Raymond James Financial (RJF) | 2.4 | $44M | 285k | 153.37 | |
| John Bean Technologies Corporation (JBTM) | 2.2 | $40M | 331k | 120.26 | |
| AutoZone (AZO) | 2.1 | $39M | 10k | 3712.23 | |
| Fiserv (FI) | 2.0 | $38M | 219k | 172.41 | |
| DT Midstream Common Stock (DTM) | 2.0 | $38M | 342k | 109.91 | |
| Pentair SHS (PNR) | 2.0 | $37M | 363k | 102.66 | |
| CACI International Cl A (CACI) | 2.0 | $37M | 77k | 476.70 | |
| Carlisle Companies (CSL) | 2.0 | $37M | 98k | 373.40 | |
| Blue Bird Corp (BLBD) | 1.9 | $36M | 823k | 43.16 | |
| Chubb (CB) | 1.9 | $35M | 121k | 289.72 | |
| Dell Technologies CL C (DELL) | 1.9 | $34M | 281k | 122.60 | |
| Capital One Financial (COF) | 1.8 | $33M | 155k | 212.76 | |
| Raytheon Technologies Corp (RTX) | 1.7 | $32M | 218k | 146.02 | |
| Electronic Arts (EA) | 1.7 | $31M | 195k | 159.70 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $30M | 282k | 107.80 | |
| Truist Financial Corp equities (TFC) | 1.6 | $30M | 700k | 42.99 | |
| Oracle Corporation (ORCL) | 1.6 | $30M | 135k | 218.63 | |
| Chevron Corporation (CVX) | 1.5 | $29M | 199k | 143.19 | |
| LKQ Corporation (LKQ) | 1.5 | $28M | 768k | 37.01 | |
| Webster Financial Corporation (WBS) | 1.5 | $28M | 511k | 54.60 | |
| CVS Caremark Corporation (CVS) | 1.5 | $27M | 391k | 68.98 | |
| Becton, Dickinson and (BDX) | 1.5 | $27M | 156k | 172.25 | |
| Howmet Aerospace (HWM) | 1.5 | $27M | 144k | 186.13 | |
| Masco Corporation (MAS) | 1.5 | $27M | 417k | 64.36 | |
| Amdocs SHS (DOX) | 1.5 | $27M | 294k | 91.24 | |
| Abercrombie and Fitch Cl A (ANF) | 1.4 | $27M | 322k | 82.85 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.4 | $27M | 542k | 49.18 | |
| Willis Towers Watson SHS (WTW) | 1.4 | $27M | 87k | 306.50 | |
| MDU Resources (MDU) | 1.4 | $26M | 1.6M | 16.67 | |
| Seaworld Entertainment (PRKS) | 1.4 | $26M | 553k | 47.15 | |
| PNC Financial Services (PNC) | 1.4 | $26M | 138k | 186.42 | |
| Lam Research Corp Com New (LRCX) | 1.4 | $26M | 263k | 97.34 | |
| Cigna Corp (CI) | 1.3 | $25M | 75k | 330.58 | |
| Microsoft Corporation (MSFT) | 1.3 | $25M | 50k | 497.40 | |
| Progressive Corporation (PGR) | 1.3 | $25M | 92k | 266.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $24M | 134k | 177.39 | |
| Toll Brothers (TOL) | 1.3 | $23M | 205k | 114.13 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 1.2 | $23M | 211k | 109.20 | |
| At&t (T) | 1.2 | $23M | 789k | 28.94 | |
| Sonos (SONO) | 1.2 | $22M | 2.0M | 10.81 | |
| Ryman Hospitality Pptys (RHP) | 1.2 | $22M | 222k | 98.67 | |
| Waste Management (WM) | 1.2 | $22M | 96k | 228.82 | |
| Allstate Corporation (ALL) | 1.1 | $21M | 103k | 201.31 | |
| Brunswick Corporation (BC) | 1.1 | $20M | 355k | 55.24 | |
| Zimmer Holdings (ZBH) | 1.0 | $19M | 212k | 91.21 | |
| Micron Technology (MU) | 1.0 | $19M | 156k | 123.25 | |
| L3harris Technologies (LHX) | 1.0 | $19M | 76k | 250.84 | |
| Seagate Technology Holdings PL Ord Shs (STX) | 1.0 | $18M | 123k | 144.33 | |
| Vishay Intertechnology (VSH) | 0.9 | $18M | 1.1M | 15.88 | |
| Teradyne (TER) | 0.9 | $17M | 192k | 89.92 | |
| Pepsi (PEP) | 0.9 | $16M | 123k | 132.04 | |
| Agilent Technologies Inc C ommon (A) | 0.9 | $16M | 137k | 118.01 | |
| Apple (AAPL) | 0.8 | $15M | 73k | 205.16 | |
| Mondelez International Cl A (MDLZ) | 0.7 | $14M | 204k | 67.44 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.6 | $11M | 218k | 51.51 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $10M | 33k | 303.92 | |
| Enterprise Products Partners (EPD) | 0.5 | $8.9M | 286k | 31.01 | |
| Evercore Class A (EVR) | 0.5 | $8.3M | 31k | 270.01 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $7.2M | 12k | 617.87 | |
| Universal Hlth Svcs CL B (UHS) | 0.3 | $6.4M | 35k | 181.14 | |
| Synovus Financial Corp Com New (SNV) | 0.3 | $5.4M | 104k | 51.75 | |
| Alaska Air (ALK) | 0.3 | $5.1M | 103k | 49.48 | |
| Comfort Systems USA (FIX) | 0.3 | $5.1M | 9.4k | 536.25 | |
| Viper Energy Cl A | 0.3 | $4.8M | 126k | 38.13 | |
| Crown Holdings (CCK) | 0.3 | $4.7M | 46k | 102.99 | |
| AGCO Corporation (AGCO) | 0.3 | $4.7M | 45k | 103.17 | |
| Intl Gnrl Insurance Hldngs L SHS (IGIC) | 0.2 | $4.6M | 191k | 24.02 | |
| Steris Shs Usd (STE) | 0.2 | $4.2M | 17k | 240.24 | |
| Carlyle Group (CG) | 0.2 | $4.2M | 81k | 51.40 | |
| Amazon (AMZN) | 0.2 | $4.0M | 18k | 219.40 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $3.9M | 49k | 79.51 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $3.8M | 16k | 242.82 | |
| iShares Tr Core S&p Us Vlu (IUSV) | 0.2 | $3.8M | 40k | 94.62 | |
| Hf Sinclair Corp (DINO) | 0.2 | $3.7M | 89k | 41.08 | |
| Carriage Services (CSV) | 0.2 | $3.6M | 79k | 45.75 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $3.5M | 3.0k | 1174.23 | |
| Nomad Foods Usd Ord Shs (NOMD) | 0.2 | $3.5M | 205k | 16.99 | |
| Henry Schein (HSIC) | 0.2 | $3.5M | 48k | 73.05 | |
| Waters Corporation (WAT) | 0.2 | $3.4M | 9.7k | 349.00 | |
| OUTFRONT Media Com New (OUT) | 0.2 | $3.4M | 207k | 16.32 | |
| Viad (PRSU) | 0.2 | $3.3M | 114k | 28.83 | |
| Northwestern Energy Group Com New (NWE) | 0.2 | $3.2M | 63k | 51.30 | |
| Apple Hospitality REIT Com New (APLE) | 0.2 | $3.2M | 274k | 11.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.2M | 18k | 176.22 | |
| Murphy Usa (MUSA) | 0.2 | $3.0M | 7.4k | 406.85 | |
| Gaming & Leisure Pptys (GLPI) | 0.2 | $3.0M | 64k | 46.68 | |
| Atlantic Union B (AUB) | 0.2 | $2.9M | 92k | 31.28 | |
| TXO Partners Com Unit (TXO) | 0.1 | $2.7M | 180k | 15.04 | |
| Permian Resources Corp Class A Com (PR) | 0.1 | $2.6M | 188k | 13.62 | |
| Match Group (MTCH) | 0.1 | $2.2M | 71k | 30.88 | |
| Wright Express (WEX) | 0.1 | $2.2M | 15k | 146.87 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.0M | 2.1k | 989.76 | |
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $2.0M | 9.7k | 208.48 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.0M | 29k | 67.21 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.9M | 12k | 157.97 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.7M | 2.2k | 779.73 | |
| Bank America Corp Pfd Ser 2 (BML.PH) | 0.1 | $1.7M | 86k | 20.01 | |
| Regions Financial Corp Pfd Ser F (RF.PF) | 0.1 | $1.7M | 67k | 24.85 | |
| Emerson Electric (EMR) | 0.1 | $1.6M | 12k | 133.36 | |
| M & T BK Corp Perp Pfd J (MTB.PJ) | 0.1 | $1.6M | 59k | 26.20 | |
| Meta Platforms Cl A (META) | 0.1 | $1.5M | 2.0k | 737.92 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.5M | 16k | 90.15 | |
| Netflix (NFLX) | 0.1 | $1.4M | 1.0k | 1339.06 | |
| iShares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | 5.9k | 215.72 | |
| Six Flags Entertainment Corp (FUN) | 0.1 | $1.1M | 38k | 30.42 | |
| Olin Corp Com Par $1 (OLN) | 0.1 | $1.1M | 56k | 20.09 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.1M | 12k | 87.24 | |
| iShares Tr National Mun Etf (MUB) | 0.1 | $1.0M | 10k | 104.52 | |
| PNM Resources (TXNM) | 0.1 | $1.0M | 18k | 56.30 | |
| Stryker Corporation (SYK) | 0.1 | $961k | 2.4k | 395.47 | |
| Invesco QQQ Tr Unit Ser 1 (QQQ) | 0.1 | $925k | 1.7k | 551.91 | |
| iShares Tr Msci Eafe Etf (EFA) | 0.0 | $880k | 9.9k | 89.34 | |
| iShares Tr Rus 1000 Etf (IWB) | 0.0 | $873k | 2.6k | 339.69 | |
| Palo Alto Networks (PANW) | 0.0 | $871k | 4.3k | 204.56 | |
| American Express Company (AXP) | 0.0 | $839k | 2.6k | 319.13 | |
| Vangaurd Scottsdale Fds Int-Term Corp (VCIT) | 0.0 | $827k | 10k | 82.92 | |
| Bank of America Corporation (BAC) | 0.0 | $799k | 17k | 47.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $793k | 1.6k | 485.61 | |
| Goldman Sachs (GS) | 0.0 | $777k | 1.1k | 707.65 | |
| Johnson & Johnson (JNJ) | 0.0 | $693k | 4.5k | 152.74 | |
| W.W. Grainger (GWW) | 0.0 | $678k | 652.00 | 1039.88 | |
| Invesco Exch Traded Fd Tr II Sr Ln Etf (BKLN) | 0.0 | $646k | 31k | 20.92 | |
| Visa Com Cl A (V) | 0.0 | $622k | 1.8k | 355.23 | |
| Analog Devices (ADI) | 0.0 | $596k | 2.5k | 238.02 | |
| iShares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $596k | 7.4k | 80.65 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $556k | 8.1k | 69.07 | |
| Broadcom (AVGO) | 0.0 | $498k | 1.8k | 275.59 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $497k | 5.6k | 88.99 | |
| Allstate Corp Perp Prd J (ALL.PJ) | 0.0 | $470k | 18k | 26.11 | |
| Cisco Systems (CSCO) | 0.0 | $454k | 6.5k | 69.37 | |
| iShares Tr Rus 1000 Val Etf (IWD) | 0.0 | $420k | 2.2k | 194.44 | |
| Hartford Financial Services (HIG) | 0.0 | $381k | 3.0k | 127.00 | |
| Monolithic Power Systems (MPWR) | 0.0 | $366k | 500.00 | 732.00 | |
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $346k | 6.2k | 55.81 | |
| Sherwin-Williams Company (SHW) | 0.0 | $343k | 1.0k | 343.00 | |
| Coca-Cola Company (KO) | 0.0 | $341k | 4.8k | 70.84 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $338k | 8.0k | 42.24 | |
| Eaton Corp SHS (ETN) | 0.0 | $332k | 931.00 | 356.61 | |
| UnitedHealth (UNH) | 0.0 | $328k | 1.1k | 311.79 | |
| Deere & Company (DE) | 0.0 | $318k | 625.00 | 508.80 | |
| Vici Pptys (VICI) | 0.0 | $313k | 9.6k | 32.58 | |
| iShares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $311k | 6.1k | 50.98 | |
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.0 | $301k | 6.0k | 50.17 | |
| Vail Resorts (MTN) | 0.0 | $300k | 1.9k | 157.07 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $298k | 18k | 16.78 | |
| McDonald's Corporation (MCD) | 0.0 | $285k | 976.00 | 292.01 | |
| Mastercard Cl A (MA) | 0.0 | $262k | 467.00 | 561.03 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $255k | 1.2k | 207.32 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $250k | 2.1k | 121.24 | |
| Wal-Mart Stores (WMT) | 0.0 | $242k | 2.5k | 97.78 | |
| Caterpillar (CAT) | 0.0 | $233k | 600.00 | 388.33 | |
| Kenvue (KVUE) | 0.0 | $228k | 11k | 20.95 | |
| Illinois Tool Works (ITW) | 0.0 | $225k | 909.00 | 247.52 | |
| Workday Cl A (WDAY) | 0.0 | $224k | 935.00 | 239.57 | |
| Merck & Co (MRK) | 0.0 | $220k | 2.8k | 79.19 | |
| McKesson Corporation (MCK) | 0.0 | $220k | 300.00 | 733.33 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $215k | 410.00 | 524.39 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $213k | 4.3k | 49.53 | |
| Diamondback Energy (FANG) | 0.0 | $210k | 1.5k | 137.25 | |
| Invesco Exch Traded Fd Tr II Rafi Dvlpd Mrkts (PXF) | 0.0 | $205k | 3.6k | 57.42 | |
| Pfizer (PFE) | 0.0 | $203k | 8.4k | 24.24 | |
| Alpine Income Ppty Tr (PINE) | 0.0 | $182k | 12k | 14.68 | |
| Nuveen Select Tax-Free Incom Sh Ben Int (NXP) | 0.0 | $163k | 12k | 14.06 | |
| Nuveen Select Mat Mun Sh Ben Int (NIM) | 0.0 | $104k | 12k | 9.04 |