DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC — 13F holdings

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC reported 174 holdings worth $2.40B in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. DELL DELL TECHNOLOGIES INC — $68.2M (2.8%)
2. MU MICRON TECHNOLOGY INC — $67.4M (2.8%)
3. LRCX LAM RESEARCH CORP — $56.2M (2.3%)
4. TER TERADYNE INC — $55.2M (2.3%)
5. JBTM JBT MAREL CORPORATION — $54.7M (2.3%)
6. RS RELIANCE INC — $54.3M (2.3%)
7. JPM JPMORGAN CHASE & CO. — $52.1M (2.2%)
8. AMZN AMAZON COM INC — $51.0M (2.1%)
9. BLBD BLUE BIRD CORP — $47.7M (2.0%)
10. MS MORGAN STANLEY — $46.7M (2.0%)