account_balance
Investment manager · 13F filer · SEC CIK 1278678
Deroy & Devereaux Private Investment Counsel Inc
Reported value$2.31Bas of Sep 30, 2026
Positions170 11 new, 15 sold out
Top 10 weight23.3%MSFT alone is 4%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
3.6%Added +94%
AMZNAmazon.com Inc
3.4%Added +47%
RSReliance, Inc.
2.4%
DELLDell Technologies Inc.
2.3%Trimmed −37%
JPMJPMorgan Chase & Co
2.3%
CACICaci International Inc
1.9%
JBTMJBT Marel Corp
1.9%Added +10%
XOMExxonMobil Holdings Corp
1.9%
LRCXLam Research Corp
1.9%
MSMorgan Stanley
1.8%
BLBDBlue Bird Corp
1.8%+22%
COFCapital One Financial Corp
1.8%Added +22%
MSFTMicrosoft Corp
3.6%Added +94%
AMZNAmazon.com Inc
3.4%Added +47%
RSReliance, Inc.
2.4%
DELLDell Technologies Inc.
2.3%−37%
JPMJPMorgan Chase & Co
2.3%
CACICaci International Inc
1.9%
JBTMJBT Marel Corp
1.9%
XOMExxonMobil Holdings Corp
1.9%
LRCXLam Research Corp
1.9%
MS1.8%BLBD1.8%COF1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 3.6% Added +94%AMZN Amazon.com Inc 3.4% Added +47%RS Reliance, Inc. 2.4% HeldDELL Dell Technologies Inc. 2.3% Trimmed −37%JPM JPMorgan Chase & Co 2.3% HeldCACI Caci International Inc 1.9% HeldJBTM JBT Marel Corp 1.9% Added +10%XOM ExxonMobil Holdings Corp 1.9% HeldLRCX Lam Research Corp 1.9% HeldMS Morgan Stanley 1.8% HeldBLBD Blue Bird Corp 1.8% Added +22%COF Capital One Financial Corp 1.8% Added +22%
What changed
Biggest moves since Jun 30, 2026
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