Deroy & Devereaux Private Investment Counsel Inc 13F 持仓 · 2026年Q2
Deroy & Devereaux Private Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 174 只证券，申报市值合计 23.96 亿美元。前几大持仓：DELL（2.85%）、MU（2.82%）、LRCX（2.34%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies Inc | $68.2M | 2.85% | 158,101 | 减持 |
| 2 | MU | Micron Technology Inc | $67.4M | 2.82% | 58,428 | 减持 |
| 3 | LRCX | Lam Research Corp | $56.2M | 2.34% | 129,617 | 减持 |
| 4 | TER | Teradyne Inc | $55.2M | 2.30% | 114,066 | 减持 |
| 5 | JBTM | JBT Marel Corp | $54.7M | 2.28% | 377,205 | 减持 |
| 6 | RS | Reliance Inc | $54.3M | 2.26% | 145,222 | 减持 |
| 7 | JPM | JPMorgan Chase & Co | $52.1M | 2.17% | 159,053 | 减持 |
| 8 | AMZN | Amazon.com Inc | $51.0M | 2.13% | 213,906 | 增持 |
| 9 | BLBD | Blue Bird Corp | $47.7M | 1.99% | 604,597 | 减持 |
| 10 | DTM | DT Midstream Inc | $46.7M | 1.95% | 318,072 | 减持 |
| 11 | MS | Morgan Stanley | $46.7M | 1.95% | 223,549 | 减持 |
| 12 | GOOG | Alphabet Inc | $41.3M | 1.72% | 116,894 | 减持 |
| 13 | DAL | Delta Air Lines Inc | $40.5M | 1.69% | 432,424 | 减持 |
| 14 | AZO | AutoZone Inc | $39.6M | 1.65% | 12,385 | 增持 |
| 15 | CB | Chubb Ltd | $39.3M | 1.64% | 115,386 | 减持 |
| 16 | CVS | CVS Health Corp | $38.5M | 1.61% | 372,011 | 减持 |
| 17 | RJF | Raymond James Financial Inc | $38.7M | 1.61% | 254,351 | 减持 |
| 18 | STX | Seagate Technology Holdings PL | $37.4M | 1.56% | 38,753 | 减持 |
| 19 | SOLS | Solstice Advanced Materials | $37.0M | 1.54% | 417,686 | 减持 |
| 20 | SJM | Smucker J M Co | $36.1M | 1.51% | 320,955 | 增持 |
| 21 | HCA | HCA Healthcare Inc | $36.0M | 1.50% | 92,427 | 减持 |
| 22 | IDA | IDACORP Inc | $36.0M | 1.50% | 238,108 | 减持 |
| 23 | XOM | Exxon Mobil Corp | $36.0M | 1.50% | 263,378 | 减持 |
| 24 | VSH | Vishay Intertechnology Inc | $35.0M | 1.46% | 649,908 | 减持 |
| 25 | COF | Capital One Financial | $34.8M | 1.45% | 173,496 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR