Deroy & Devereaux Private Investment Counsel Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), Deroy & Devereaux Private Investment Counsel Inc. reported 163 stock positions worth $1.6 billion. Its top holding was Reliance (RS) at 2.6% of the portfolio, followed by Carlisle Cos (CSL, 2.6%) and HCA Healthcare (HCA, 2.4%). Compared with Q1 2024, it opened 5 new positions, sold out of 11, added to 46 and reduced 74. The biggest buy was LKQ (LKQ, shares +861%) and the biggest sale an exit from Medtronic (MDT).

Most Recent 13F
Q2 2026
Location
BLOOMFIELD HILLS, MI
CIK
0001278678
Portfolio Value
$1.6B (Q2 2024)
SEC Filing
0001278678-24-000004 ↗ filed Jul 29, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.6B Q1 2024 Q2 2024: $1.6B $1.6B Q2 2024 Q3 2024: $1.7B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.7B Q1 2025 Q2 2025: $1.8B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $2.1B Q1 2026 Q2 2026: $2.4B Q2 2026

Holdings 163 stocks · $1.6B
RS Reliance Inc. 2.56% 144,723 $41.3M Add +0.3%
CSL Carlisle Cos Inc. 2.56% 101,979 $41.3M Add +0.2%
HCA HCA Healthcare Inc. 2.36% 118,486 $38.1M Reduce -0.6%
AZO AutoZone Inc. 2.33% 12,698 $37.6M Add +0.1%
CACI Caci International Inc. Class A 2.20% 82,462 $35.5M Reduce -0.3%
ORCL Oracle Corp. 2.18% 248,896 $35.1M Reduce -0.8%
RJF Raymond James Financial Inc. 2.15% 280,949 $34.7M Add +0.2%
JPM JPMorgan Chase & Co. 2.12% 169,295 $34.2M Reduce -0.1%
BLBD Blue Bird Corp. 2.11% 633,322 $34.1M Reduce -23.3%
FISV Fiserv Inc. 2.05% 221,721 $33.0M Reduce -0.7%
DTM DT Midstream Inc. 1.98% 451,191 $32.0M Reduce -1.0%
XOM Exxon Mobil Corp. 1.98% 278,299 $32.0M Add +0.8%
DFS Discover Financial Services 1.96% 241,463 $31.6M Add +0.2%
MS Morgan Stanley 1.94% 321,642 $31.3M Reduce -0.1%
CB Chubb Ltd. 1.93% 122,102 $31.1M Reduce -0.8%
CVX Chevron Corp. 1.90% 195,926 $30.6M Reduce -0.6%
PRKS United Parks & Resorts Inc. 1.83% 545,180 $29.6M Add +0.0%
HWM Howmet Aerospace Inc. 1.81% 376,107 $29.2M Reduce -5.0%
ALL Allstate Corp. 1.80% 182,236 $29.1M Reduce -0.3%
COP Conocophillips 1.72% 243,302 $27.8M Reduce -0.1%
PNR Pentair PLC 1.71% 360,853 $27.7M Reduce -0.4%
DAL Delta Air Lines Inc. 1.71% 581,511 $27.6M Reduce -0.5%
LRCX Lam Research Corp. 1.70% 25,783 $27.5M Reduce -0.6%
MAS Masco Corp. 1.68% 406,242 $27.1M Reduce -0.3%
TER Teradyne Inc. 1.67% 181,396 $26.9M Reduce -0.3%
BDX Becton Dickinson and Co. 1.62% 112,147 $26.2M Add +40.5%
VSH Vishay Intertechnology Inc. 1.52% 1,099,094 $24.5M Reduce -0.4%
CI The Cigna Group 1.51% 73,754 $24.4M Reduce -0.6%
GOOG Alphabet Inc. Class C 1.51% 132,724 $24.3M Reduce -1.6%
RTX RTX Corp. 1.48% 238,768 $24.0M Reduce -0.4%
DOX Amdocs Ltd. 1.45% 296,360 $23.4M Add +41.9%
LKQ LKQ Corp. 1.43% 556,570 $23.1M Add +861.4%
JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP 1.42% 240,865 $22.9M Add +26.9%
VONG Vanguard Russell 1000 Growth 1.41% 242,280 $22.7M Reduce -1.0%
MDLZ Mondelez International Inc. Class A 1.41% 346,807 $22.7M Add +0.9%
ZBH Zimmer Biomet Holdings Inc. 1.40% 208,859 $22.7M Reduce -0.6%
WTW Willis Towers Watson PLC 1.37% 84,649 $22.2M Add +0.4%
DELL Dell Technologies -C 1.37% 160,062 $22.1M Reduce -29.4%
CDP Copt Defense Properties 1.35% 868,830 $21.7M Reduce -1.0%
MSFT Microsoft Corp. 1.25% 45,341 $20.3M Reduce -1.5%
PEP Pepsico Inc. 1.24% 121,910 $20.1M Add +0.2%
WM Waste Management Inc. 1.24% 93,916 $20.0M Reduce -0.1%
ALE Allete Inc. 1.23% 319,625 $19.9M Reduce -0.8%
MU Micron Technology Inc. 1.22% 149,755 $19.7M Reduce -24.1%
PGR Progressive Corp. 1.18% 91,991 $19.1M Reduce -0.8%
WBS Webster Financial Corp. 1.16% 429,766 $18.7M Add +0.2%
LHX L3HARRIS Technologies Inc. 1.12% 80,536 $18.1M Reduce -0.4%
A Agilent Technologies Inc. 1.11% 138,245 $17.9M Add +48.5%
PNC PNC Financial Services Group 1.07% 111,107 $17.3M Reduce -0.6%
AAPL Apple Inc. 1.02% 78,295 $16.5M Reduce -10.7%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.98% 550,792 $15.8M Reduce -0.8%
SYNA Synaptics Inc. 0.97% 177,822 $15.7M Reduce -0.6%
SONO Sonos Inc. 0.90% 986,284 $14.6M Reduce -0.2%
WBD Warner Bros Discovery Inc. 0.88% 1,913,756 $14.2M Reduce -1.3%
TKR Timken Co. 0.84% 168,841 $13.5M Reduce -0.4%
UPS United Parcel Service Class B 0.75% 88,554 $12.1M Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US 0.65% 39,394 $10.5M Add +5.8%
MPLX MPLX LP 0.56% 213,889 $9.1M No change
EPD Enterprise Products Partners 0.50% 277,960 $8.1M Add +0.4%
UHS Universal Health Services-B 0.40% 34,885 $6.5M Add +1.3%
EVR Evercore Inc. Class A 0.39% 30,455 $6.3M Add +1.0%
VNOM Viper Energy Inc. 0.36% 156,030 $5.9M New
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 9,106 $5.0M Add +1.4%
TTWO Take-Two Interactive Softwre 0.30% 31,364 $4.9M Add +1.0%
AUB Atlantic Union Bankshares Co. 0.27% 130,890 $4.3M Add +0.9%
ALK Alaska Air Group Inc. 0.26% 104,120 $4.2M Add +0.9%
SNV Synovus Financial Corp. 0.26% 102,540 $4.1M Reduce -6.3%
VCSH Vanguard S/T Corp. Bond ETF 0.24% 51,090 $3.9M Add +4.4%
PRSU Pursuit Attractions and Hosp filed as VIAD CORP 0.23% 111,650 $3.8M Add +1.3%
REYN Reynolds Consumer Products I 0.23% 134,580 $3.8M Add +0.9%
STE Steris PLC 0.23% 17,110 $3.8M Add +0.9%
IUSV iShares Core S&P U.S. Value 0.21% 39,155 $3.5M Add +3.8%
MUSA Murphy USA Inc. 0.21% 7,350 $3.5M Add +0.7%
DINO HF Sinclair Corp. 0.21% 63,430 $3.4M Add +0.9%
GOOGL Alphabet Inc. Class A 0.21% 18,564 $3.4M Reduce -13.9%
CCK Crown Holdings Inc. 0.21% 44,935 $3.3M Add +53.2%
NOMD Nomad Foods Ltd. 0.21% 201,285 $3.3M Add +0.9%
CG The Carlyle Group Inc. 0.20% 79,970 $3.2M Add +88.7%
NWE Northwestern Energy Group Inc. 0.19% 61,830 $3.1M Add +1.7%
TXNM TXNM Energy Inc. filed as PNM RES INC 0.19% 83,630 $3.1M Add +1.4%
AMZN Amazon.com Inc. 0.19% 15,918 $3.1M No change
HSIC Henry Schein Inc. 0.19% 46,730 $3.0M Add +1.0%
PR Permian Resources Corp. Class A 0.18% 183,105 $3.0M New
OUT Outfront Media Inc. 0.18% 205,480 $2.9M Reduce -0.3%
GLPI Gaming and Leisure Propertie 0.18% 63,910 $2.9M Add +1.0%
LW Lamb Weston Holdings Inc. 0.18% 33,685 $2.8M New
WAT Waters Corp. 0.17% 9,485 $2.8M Add +1.2%
CEDAR FAIR LP 0.17% 49,100 $2.7M Reduce -4.8%
OLN Olin Corp. 0.16% 54,870 $2.6M Add +67.0%
APLE Apple Hospitality REIT Inc. 0.15% 168,117 $2.4M Add +0.9%
VTWG Vanguard Russell 2000 Growth 0.15% 12,450 $2.4M Reduce -8.5%
LLY Eli Lilly & Co. 0.15% 2,611 $2.4M Reduce -5.4%
MTCH Match Group Inc. 0.13% 69,435 $2.1M Add +0.9%
IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L 0.12% 143,845 $2.0M New
VEU Vanguard Ftse All-World Ex-U 0.12% 32,131 $1.9M Add +2.0%
COST Costco Wholesale Corp. 0.09% 1,760 $1.5M No change
BKLN Invesco Senior Loan ETF 0.09% 68,475 $1.4M Reduce -1.4%
NVDA Nvidia Corp. 0.09% 11,600 $1.4M Reduce -3.3%
IWM iShares Russell 2000 ETF 0.08% 6,397 $1.3M Reduce -2.5%
MRK Merck & Co. Inc. 0.07% 9,783 $1.2M Reduce -1.8%
ORLY O'reilly Automotive Inc. 0.07% 1,114 $1.2M No change
UNH Unitedhealth Group Inc. 0.06% 2,000 $1.0M Reduce -12.1%
JNJ Johnson & Johnson 0.06% 6,269 $916K Reduce -13.4%
VTWO Vanguard Russell 2000 ETF 0.05% 10,476 $859K Add +8.8%
NFLX Netflix Inc. 0.05% 1,219 $823K No change
IWB iShares Russell 1000 ETF 0.05% 2,654 $790K Reduce -7.5%
WMT Walmart Inc. 0.05% 11,550 $782K No change
EFA iShares MSCI Eafe ETF 0.05% 9,850 $772K No change
SYK Stryker Corp. 0.04% 2,030 $691K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 17,130 $681K No change
GD General Dynamics Corp. 0.04% 2,234 $648K No change
AMD Advanced Micro Devices 0.04% 3,985 $646K No change
QQQ Invesco QQQ Trust Series 1 0.04% 1,339 $642K Add +5.9%
MPWR Monolithic Power Systems Inc. 0.04% 750 $616K Reduce -25.0%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 1,491 $607K No change
PANW Palo Alto Networks Inc. 0.04% 1,785 $605K No change
NUE Nucor Corp. 0.04% 3,738 $591K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.04% 7,640 $589K Reduce -2.5%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 647 $584K No change
VXUS Vanguard Total Intl Stock 0.04% 9,550 $576K Reduce -3.0%
V Visa Inc. Class A 0.03% 2,114 $555K Reduce -19.1%
AXP American Express Co. 0.03% 2,350 $544K No change
MA Mastercard Inc. Class A 0.03% 1,226 $541K No change
VNQ Vanguard Real Estate ETF 0.03% 6,355 $532K Add +12.3%
GS Goldman Sachs Group Inc. 0.03% 1,175 $531K Reduce -22.9%
PINE Alpine Income Property Trust 0.03% 32,350 $503K Reduce -14.1%
ADI Analog Devices Inc. 0.03% 2,060 $470K No change
LEN Lennar Corp. Class A 0.03% 3,100 $465K Reduce -3.1%
REGN Regeneron Pharmaceuticals 0.03% 410 $431K No change
IWD iShares Russell 1000 Value E 0.03% 2,460 $429K Reduce -2.6%
VCIT Vanguard Int-Term Corporate 0.03% 5,320 $425K No change
TXN Texas Instruments Inc. 0.03% 2,150 $418K No change
BKNG Booking Holdings Inc. 0.02% 100 $396K Reduce -24.2%
NVO Novo-Nordisk A/S-Spons ADR 0.02% 2,700 $385K Reduce -25.0%
SHW The Sherwin-Williams Co. 0.02% 1,263 $377K Reduce -5.0%
FANG Diamondback Energy Inc. 0.02% 1,780 $356K Reduce -93.2%
ITW Illinois Tool Works 0.02% 1,480 $351K Reduce -2.0%
VTES Vanguard SH Term Tax-Ex Bond 0.02% 3,500 $350K New
DHI D.R. Horton Inc. 0.02% 2,370 $334K Reduce -29.7%
EFX Equifax Inc. 0.02% 1,315 $319K No change
FLOT iShares Floating Rate Bond E 0.02% 6,100 $312K No change
KO The Coca-Cola Co. 0.02% 4,814 $306K No change
HIG Hartford Insurance Group Inc. 0.02% 3,000 $302K No change
GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED 0.02% 6,000 $299K No change
KBE SS SPDR S&P Bank ETF 0.02% 6,200 $288K No change
CSCO Cisco Systems Inc. 0.02% 6,046 $287K Reduce -3.2%
DOW Dow Inc. 0.02% 5,326 $283K Reduce -97.9%
PFE Pfizer Inc. 0.02% 9,607 $269K No change
STZ Constellation Brands Inc. Class A 0.02% 1,000 $257K No change
MCD McDonald's Corp. 0.02% 1,000 $255K No change
KVUE Kenvue Inc. 0.02% 13,434 $244K Reduce -16.5%
HBAN Huntington Bancshares Inc. 0.01% 17,764 $234K No change
PSX Phillips 66 0.01% 1,650 $233K No change
NVS Novartis AG-Sponsored ADR 0.01% 2,175 $232K Reduce -8.4%
ABT Abbott Laboratories 0.01% 2,225 $231K Reduce -11.0%
ISRG Intuitive Surgical Inc. 0.01% 500 $222K Reduce -33.3%
CL Colgate-Palmolive Co. 0.01% 2,275 $221K No change
ETN Eaton Corp. PLC 0.01% 700 $219K No change
WDAY Workday Inc. Class A 0.01% 971 $217K No change
PG The Procter & Gamble Co. 0.01% 1,310 $216K No change
RACE Ferrari NV 0.01% 500 $204K Reduce -33.3%
NXP Nuveen Select Tax-Free Inc. 0.01% 11,591 $168K No change
NIM Nuveen Select Maturit Muni 0.01% 11,500 $104K No change
Other holdings (4): bonds, preferreds, convertibles and warrants · $7.0M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 3,102$3.7MNo change
M&T BANK CORPORATION (MTB 7.5 PERP J) Common Stock 59,500$1.5MNew
BANK OF AMERICA CORP (BAC F PERP 02) COM 56,461$1.3MAdd +3.7%
ALLSTATE CORP (ALL 7.375 PERP J) PERP PFD J 18,000$481KNo change

Total filed on the 13F, all lines: $1.6B.

Portfolio Sells Q1 2024 → Q2 2024
MDT Medtronic PLC Sold out 0.00% −0.97
DOW Dow Inc. Reduce -97.9% 0.02% −0.88
FANG Diamondback Energy Inc. Reduce -93.2% 0.02% −0.30
ZBH Zimmer Biomet Holdings Inc. Reduce -0.6% 1.40% −0.29
MAS Masco Corp. Reduce -0.3% 1.68% −0.29
SONO Sonos Inc. Reduce -0.2% 0.90% −0.25
MRO Marathon Oil Corp. Sold out 0.00% −0.22
DELL Dell Technologies -C Reduce -29.4% 1.37% −0.22
MU Micron Technology Inc. Reduce -24.1% 1.22% −0.20
PNR Pentair PLC Reduce -0.4% 1.71% −0.18
COP Conocophillips Reduce -0.1% 1.72% −0.17
HTLF Heartland Financial USA Inc. Sold out 0.00% −0.16
WBD Warner Bros Discovery Inc. Reduce -1.3% 0.88% −0.15
CI The Cigna Group Reduce -0.6% 1.51% −0.14
FISV Fiserv Inc. Reduce -0.7% 2.05% −0.14
ALL Allstate Corp. Reduce -0.3% 1.80% −0.13
SYNA Synaptics Inc. Reduce -0.6% 0.97% −0.10
HCA HCA Healthcare Inc. Reduce -0.6% 2.36% −0.07
TKR Timken Co. Reduce -0.4% 0.84% −0.07
UPS United Parcel Service Class B Reduce -1.7% 0.75% −0.07
BA The Boeing Co. Sold out 0.00% −0.04
PNC PNC Financial Services Group Reduce -0.6% 1.07% −0.04
VICI Vici Properties Inc. Reduce -0.8% 0.98% −0.03
HD Home Depot Inc. Sold out 0.00% −0.03
OUT Outfront Media Inc. Reduce -0.3% 0.18% −0.03
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.03
CB Chubb Ltd. Reduce -0.8% 1.93% −0.02
EOG EOG Resources Inc. Sold out 0.00% −0.02
VTWG Vanguard Russell 2000 Growth Reduce -8.5% 0.15% −0.02
AMAT Applied Materials Inc. Sold out 0.00% −0.01
DHI D.R. Horton Inc. Reduce -29.7% 0.02% −0.01
JNJ Johnson & Johnson Reduce -13.4% 0.06% −0.01
SNV Synovus Financial Corp. Reduce -6.3% 0.26% −0.01
VSH Vishay Intertechnology Inc. Reduce -0.4% 1.52% −0.01
DVN Devon Energy Corp. Sold out 0.00% −0.01
HUBB Hubbell Inc. Sold out 0.00% −0.01
ABBV Abbvie Inc. Sold out 0.00% −0.01
V Visa Inc. Class A Reduce -19.1% 0.03% −0.01
RACE Ferrari NV Reduce -33.3% 0.01% −0.01
GS Goldman Sachs Group Inc. Reduce -22.9% 0.03% −0.01
KVUE Kenvue Inc. Reduce -16.5% 0.02% −0.01
UNH Unitedhealth Group Inc. Reduce -12.1% 0.06% −0.01
MRK Merck & Co. Inc. Reduce -1.8% 0.07% −0.01
SHW The Sherwin-Williams Co. Reduce -5.0% 0.02% −0.00
BKNG Booking Holdings Inc. Reduce -24.2% 0.02% −0.00
LEN Lennar Corp. Class A Reduce -3.1% 0.03% −0.00
ISRG Intuitive Surgical Inc. Reduce -33.3% 0.01% −0.00
CVX Chevron Corp. Reduce -0.6% 1.90% −0.00
NVO Novo-Nordisk A/S-Spons ADR Reduce -25.0% 0.02% −0.00
PINE Alpine Income Property Trust Reduce -14.1% 0.03% −0.00

Portfolio Buys Q1 2024 → Q2 2024
LKQ LKQ Corp. Add +861.4% 1.43% +1.24
BDX Becton Dickinson and Co. Add +40.5% 1.62% +0.41
VNOM Viper Energy Inc. New 0.36% +0.36
DOX Amdocs Ltd. Add +41.9% 1.45% +0.29
A Agilent Technologies Inc. Add +48.5% 1.11% +0.28
JBTM JBT Marel Corp. Add +26.9% 1.42% +0.20
PR Permian Resources Corp. Class A New 0.18% +0.18
LW Lamb Weston Holdings Inc. New 0.18% +0.18
IGIC International General Insura New 0.12% +0.12
CSL Carlisle Cos Inc. Add +0.2% 2.56% +0.12
CG The Carlyle Group Inc. Add +88.7% 0.20% +0.08
CCK Crown Holdings Inc. Add +53.2% 0.21% +0.06
VTI VG Morningstar TS MKT ETF-US Add +5.8% 0.65% +0.06
OLN Olin Corp. Add +67.0% 0.16% +0.04
EVR Evercore Inc. Class A Add +1.0% 0.39% +0.04
MUSA Murphy USA Inc. Add +0.7% 0.21% +0.03
DFS Discover Financial Services Add +0.2% 1.96% +0.02
XOM Exxon Mobil Corp. Add +0.8% 1.98% +0.02
VTES Vanguard SH Term Tax-Ex Bond New 0.02% +0.02
TTWO Take-Two Interactive Softwre Add +1.0% 0.30% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +1.4% 0.31% +0.02
UHS Universal Health Services-B Add +1.3% 0.40% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +4.4% 0.24% +0.01
QQQ Invesco QQQ Trust Series 1 Add +5.9% 0.04% +0.01
IUSV iShares Core S&P U.S. Value Add +3.8% 0.21% +0.01
EPD Enterprise Products Partners Add +0.4% 0.50% +0.00
VEU Vanguard Ftse All-World Ex-U Add +2.0% 0.12% +0.00
VTWO Vanguard Russell 2000 ETF Add +8.8% 0.05% +0.00
VNQ Vanguard Real Estate ETF Add +12.3% 0.03% +0.00
NWE Northwestern Energy Group Inc. Add +1.7% 0.19% +0.00
TXNM TXNM Energy Inc. Add +1.4% 0.19% +0.00
GLPI Gaming and Leisure Propertie Add +1.0% 0.18% +0.00
REYN Reynolds Consumer Products I Add +0.9% 0.23% +0.00
STE Steris PLC Add +0.9% 0.23% −0.00
ALK Alaska Air Group Inc. Add +0.9% 0.26% −0.01
AUB Atlantic Union Bankshares Co. Add +0.9% 0.27% −0.01
APLE Apple Hospitality REIT Inc. Add +0.9% 0.15% −0.02
MTCH Match Group Inc. Add +0.9% 0.13% −0.02
DINO HF Sinclair Corp. Add +0.9% 0.21% −0.02
WAT Waters Corp. Add +1.2% 0.17% −0.03
HSIC Henry Schein Inc. Add +1.0% 0.19% −0.03
PRSU Pursuit Attractions and Hosp Add +1.3% 0.23% −0.03
NOMD Nomad Foods Ltd. Add +0.9% 0.21% −0.03
PRKS United Parks & Resorts Inc. Add +0.0% 1.83% −0.04
WTW Willis Towers Watson PLC Add +0.4% 1.37% −0.04
RJF Raymond James Financial Inc. Add +0.2% 2.15% −0.05
PEP Pepsico Inc. Add +0.2% 1.24% −0.06
MDLZ Mondelez International Inc. Class A Add +0.9% 1.41% −0.07
AZO AutoZone Inc. Add +0.1% 2.33% −0.12
WBS Webster Financial Corp. Add +0.2% 1.16% −0.17

Notes & Other Activity Q1 2024 → Q2 2024
M&T BANK CORPORATION (MTB 7.5 PERP J) Common Stock New 59,500 $1.5M
BANK OF AMERICA CORP (BAC F PERP 02) COM Add +3.7% 56,461 $1.3M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 167$2.4BDELL, MU, LRCX, TER, JBTM
Q1 2026 166$2.1BJBTM, TER, JPM, XOM, RS
Q4 2025 169$2.0BMS, JPM, HCA, JBTM, LRCX
Q3 2025 169$2.0BJPM, HCA, MS, JBTM, RJF
Q2 2025 163$1.8BJPM, RS, HCA, MS, RJF
Q1 2025 163$1.7BAZO, FISV, RS, JPM, HCA
Q4 2024 166$1.7BFISV, RJF, DAL, DFS, JPM
Q3 2024 168$1.7BHCA, CSL, RS, CACI, AZO
Q2 2024 163$1.6BRS, CSL, HCA, AZO, CACI
Q1 2024 169$1.6BRS, AZO, CSL, HCA, RJF