Deroy & Devereaux Private Investment Counsel Inc Top Holdings and 13F Report (2025) About Deroy & Devereaux Private Investment Counsel IncInvestment ActivityDeroy & Devereaux Private Investment Counsel Inc has $1.72 million in total holdings as of March 31, 2025.Deroy & Devereaux Private Investment Counsel Inc owns shares of 168 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 5.70% of the portfolio was purchased this quarter.About 5.74% of the portfolio was sold this quarter.This quarter, Deroy & Devereaux Private Investment Counsel Inc has purchased 171 new stocks and bought additional shares in 52 stocks.Deroy & Devereaux Private Investment Counsel Inc sold shares of 76 stocks and completely divested from 11 stocks this quarter.Largest Holdings AutoZone $48,830Fiserv $48,752Reliance $43,383JPMorgan Chase & Co. $41,982HCA Healthcare $41,507 Largest New Holdings this Quarter 00206r102 - AT&T $22,232 Holding889478103 - Toll Brothers $15,830 Holding199908104 - Comfort Systems USA $3,117 Holding830566105 - Skechers U.S.A. $2,083 Holding670100205 - Novo Nordisk A/S $237 Holding Largest Purchases this Quarter AT&T 786,135 shares (about $22.23K)Toll Brothers 149,915 shares (about $15.83K)Electronic Arts 102,673 shares (about $14.84K)LKQ 212,200 shares (about $9.03K)Dell Technologies 69,937 shares (about $6.37K) Largest Sales this Quarter VICI Properties 549,070 shares (about $17.90K)Discover Financial Services 89,521 shares (about $15.28K)Howmet Aerospace 81,615 shares (about $10.59K)Allstate 47,770 shares (about $9.89K)Mondelez International 145,703 shares (about $9.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDeroy & Devereaux Private Investment Counsel Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAZOAutoZone$48,830$465 ▼-0.9%12,8072.8%Retail/WholesaleFIFiserv$48,752$754 ▼-1.5%220,7692.8%Business ServicesRSReliance$43,383$30 ▲0.1%150,2452.5%Basic MaterialsJPMJPMorgan Chase & Co.$41,982$491 ▼-1.2%171,1472.4%FinanceHCAHCA Healthcare$41,507$240 ▼-0.6%120,1182.4%MedicalRJFRaymond James$40,051$261 ▲0.7%288,3222.3%FinanceMSMorgan Stanley$37,627$558 ▼-1.5%322,5122.2%FinanceCBChubb$37,050$276 ▼-0.7%122,6862.2%FinanceCSLCarlisle Companies$33,749$131 ▲0.4%99,1172.0%Multi-Sector ConglomeratesXOMExxon Mobil$33,614$230 ▼-0.7%282,6342.0%EnergyDTMDT Midstream$33,334$3 ▲0.0%345,5021.9%EnergyCVXChevron$33,234$237 ▼-0.7%198,6621.9%EnergyLKQLKQ$33,206$9,027 ▲37.3%780,5801.9%Auto/Tires/TrucksPNRPentair$31,988$49 ▼-0.2%365,6581.9%Business ServicesBDXBecton, Dickinson and Company$30,605$167 ▼-0.5%133,6111.8%MedicalJBTJohn Bean Technologies$29,991$20 ▲0.1%245,4221.7%IndustrialsRTXRTX$29,488$290 ▼-1.0%222,6161.7%AerospaceWTWWillis Towers Watson Public$29,388$267 ▼-0.9%86,9591.7%FinanceTFCTruist Financial$28,811$4,343 ▲17.7%700,1551.7%FinanceMASMasco$28,792$88 ▼-0.3%414,0311.7%ConstructionCACICACI International$28,607$40 ▼-0.1%77,9641.7%Computer and TechnologyEAElectronic Arts$28,514$14,838 ▲108.5%197,3041.7%Consumer DiscretionaryDOXAmdocs$27,450$120 ▼-0.4%299,9991.6%Computer and TechnologyORCLOracle$26,944$224 ▼-0.8%192,7191.6%Computer and TechnologyCVSCVS Health$26,575$152 ▼-0.6%392,2541.5%MedicalWBSWebster Financial$26,554$35 ▼-0.1%515,1051.5%FinanceDFSDiscover Financial Services$26,523$15,281 ▼-36.6%155,3761.5%FinancePGRProgressive$26,249$168 ▼-0.6%92,7501.5%FinancePNMPNM Resources$25,657$3,825 ▲17.5%479,7541.5%UtilitiesDELLDell Technologies$25,652$6,375 ▲33.1%281,4221.5%Computer and TechnologySEASSeaWorld Entertainment$25,317$73 ▲0.3%556,9181.5%Consumer DiscretionaryHWMHowmet Aerospace$25,167$10,588 ▼-29.6%193,9971.5%AerospaceCIThe Cigna Group$24,775$176 ▼-0.7%75,3031.4%MedicalPNCThe PNC Financial Services Group$24,233$239 ▼-1.0%137,8661.4%FinanceZBHZimmer Biomet$24,029$67 ▼-0.3%212,3071.4%MedicalDALDelta Air Lines$23,680$6,914 ▼-22.6%543,1181.4%TransportationTAT&T$22,232$22,232 ▲New Holding786,1351.3%Computer and TechnologyWMWaste Management$22,035$197 ▼-0.9%95,1781.3%Business ServicesALLAllstate$21,419$9,892 ▼-31.6%103,4371.2%FinanceMUMicron Technology$20,930$185 ▼-0.9%240,8771.2%Computer and TechnologyGOOGAlphabet$20,923$169 ▼-0.8%133,9261.2%Computer and TechnologyBLBDBlue Bird$20,833$75 ▲0.4%643,5961.2%Auto/Tires/TrucksRHPRyman Hospitality Properties$20,165$5,010 ▲33.1%220,5281.2%FinanceVONGVanguard Russell 1000 Growth ETF$19,873$972 ▼-4.7%214,1701.2%ETFLam Research Corp$19,117$211 ▼-1.1%262,9581.1%COM NEWPEPPepsiCo$18,686$153 ▼-0.8%124,6231.1%Consumer StaplesMSFTMicrosoft$18,384$910 ▲5.2%48,9731.1%Computer and TechnologyALEALLETE$18,335$1,603 ▼-8.0%279,0691.1%UtilitiesSONOSonos$17,828$3 ▼0.0%1,670,8161.0%Consumer DiscretionaryVSHVishay Intertechnology$17,639$41 ▲0.2%1,109,3971.0%Computer and TechnologyAAPLApple$16,447$149 ▼-0.9%74,0411.0%Computer and TechnologyAAgilent Technologies$16,191$102 ▼-0.6%138,4100.9%MedicalLHXL3Harris Technologies$15,872$68 ▼-0.4%75,8300.9%AerospaceTOLToll Brothers$15,830$15,830 ▲New Holding149,9150.9%ConstructionBCBrunswick$15,319$4,285 ▲38.8%284,4750.9%Consumer DiscretionaryTERTeradyne$15,184$18 ▼-0.1%183,8220.9%Computer and TechnologyMDLZMondelez International$14,150$9,886 ▼-41.1%208,5500.8%Consumer StaplesMPLXMplx$11,616$153 ▲1.3%217,0390.7%EnergyEPDEnterprise Products Partners$9,729$154 ▲1.6%284,9600.6%EnergyVTIVanguard Total Stock Market ETF$8,638$2,829 ▼-24.7%31,4290.5%ETFUHSUniversal Health Services$6,837$225 ▲3.4%36,3850.4%MedicalViper Energy Inc$6,542$477 ▼-6.8%144,9000.4%CL AEVREvercore$6,333$203 ▲3.3%31,7100.4%FinanceSPYSPDR S&P 500 ETF Trust$5,317$208 ▲4.1%9,5050.3%FinanceIGICInternational General Insurance$5,154$160 ▲3.2%195,8900.3%FinanceSNVSynovus Financial$4,990$153 ▲3.2%106,7550.3%FinanceTTWOTake-Two Interactive Software$4,245$2,358 ▼-35.7%20,4830.2%Consumer DiscretionaryCCKCrown$4,186$130 ▲3.2%46,9000.2%IndustrialsVVIViad$4,133$130 ▲3.2%116,7750.2%Business ServicesNOMDNomad Foods$4,130$136 ▲3.4%210,1900.2%Consumer StaplesALKAlaska Air Group$4,074$1,067 ▼-20.8%82,7800.2%TransportationSTESTERIS$4,041$108 ▲2.7%17,8300.2%MedicalIUSViShares Core S&P U.S. Value ETF$3,853$133 ▲3.6%41,7480.2%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$3,780$431 ▼-10.2%47,8900.2%ETFNWENorthWestern Energy Group$3,739$108 ▲3.0%64,6150.2%UtilitiesWATWaters$3,662$120 ▲3.4%9,9350.2%MedicalCGThe Carlyle Group$3,638$115 ▲3.3%83,4550.2%FinanceMUSAMurphy USA$3,592$101 ▲2.9%7,6450.2%Retail/WholesaleWFC.PLWells Fargo & Co. Pfd. Series L$3,589$76 ▼-2.1%2,9890.2%FinanceOUTFRONT Media Inc$3,422$15 ▲0.4%212,0140.2%COMGLPIGaming and Leisure Properties$3,371$85 ▲2.6%66,2200.2%FinanceHSICHenry Schein$3,352$95 ▲2.9%48,9400.2%MedicalAGCOAGCO$3,227$114 ▲3.7%34,8650.2%IndustrialsCSVCarriage Services$3,153$943 ▲42.7%81,3650.2%Consumer StaplesFIXComfort Systems USA$3,117$3,117 ▲New Holding9,6690.2%ConstructionAMZNAmazon.com$3,047$10 ▼-0.3%16,0170.2%Retail/WholesaleAUBAtlantic Union Bankshares$2,885$1,246 ▼-30.2%92,6550.2%FinanceGOOGLAlphabet$2,841$27 ▼-0.9%18,3740.2%Computer and TechnologyPermian Resources Corp$2,670$107 ▲4.2%192,7900.2%CLASS A COMMTCHMatch Group$2,273$76 ▲3.5%72,8650.1%Retail/WholesaleAPLEApple Hospitality REIT$2,259$67 ▲3.1%174,9920.1%FinanceLLYEli Lilly and Company$2,200$37 ▲1.7%2,6640.1%MedicalDINOHF Sinclair$2,181$67 ▲3.2%66,3200.1%EnergySKXSkechers U.S.A.$2,083$2,083 ▲New Holding36,6800.1%Consumer DiscretionaryVEUVanguard FTSE All-World ex-US ETF$1,978$211 ▼-9.6%32,6060.1%ETFVTWGVanguard Russell 2000 Growth ETF$1,923$184 ▼-8.7%10,3200.1%ETFBank America Corp$1,8940.0%85,7610.1%PFD SER 2Regions Financial Corp New$1,608$528 ▲48.8%64,0000.1%PFD SER FCOSTCostco Wholesale$1,561$42 ▼-2.6%1,6500.1%Retail/WholesaleM & T BK Corp$1,5530.0%59,5000.1%PERP PFD JShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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