Deroy & Devereaux Private Investment Counsel Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Deroy & Devereaux Private Investment Counsel Inc. reported 163 stock positions worth $1.7 billion. Its top holding was AutoZone (AZO) at 2.8% of the portfolio, followed by Fiserv (FISV, 2.8%) and Reliance (RS, 2.5%). Compared with Q4 2024, it opened 8 new positions, sold out of 11, added to 51 and reduced 75. The biggest buy was a new position in AT&T (T) and the biggest sale Delta Air Lines (DAL, shares −23%).

Most Recent 13F
Q2 2026
Location
BLOOMFIELD HILLS, MI
CIK
0001278678
Portfolio Value
$1.7B (Q1 2025)
SEC Filing
0001278678-25-000006 ↗ filed Apr 29, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.6B Q1 2024 Q2 2024: $1.6B Q2 2024 Q3 2024: $1.7B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.7B $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 · $1.7B

AZO AutoZone Inc. 2.85% 12,807 $48.8M Reduce -0.9%
FISV Fiserv Inc. 2.84% 220,769 $48.8M Reduce -1.5%
RS Reliance Inc. 2.53% 150,245 $43.4M Add +0.1%
JPM JPMorgan Chase & Co. 2.45% 171,147 $42.0M Reduce -1.2%
HCA HCA Healthcare Inc. 2.42% 120,118 $41.5M Reduce -0.6%
RJF Raymond James Financial Inc. 2.34% 288,322 $40.1M Add +0.7%
MS Morgan Stanley 2.20% 322,512 $37.6M Reduce -1.5%
CB Chubb Ltd. 2.16% 122,686 $37.0M Reduce -0.7%
CSL Carlisle Cos Inc. 1.97% 99,117 $33.7M Add +0.4%
XOM Exxon Mobil Corp. 1.96% 282,634 $33.6M Reduce -0.7%
DTM DT Midstream Inc. 1.94% 345,502 $33.3M Add +0.0%
CVX Chevron Corp. 1.94% 198,662 $33.2M Reduce -0.7%
LKQ LKQ Corp. 1.94% 780,580 $33.2M Add +37.3%
PNR Pentair PLC 1.87% 365,658 $32.0M Reduce -0.1%
BDX Becton Dickinson and Co. 1.79% 133,611 $30.6M Reduce -0.5%
JBTM JBT Marel Corp. 1.75% 245,422 $30.0M Add +0.1%
RTX RTX Corp. 1.72% 222,616 $29.5M Reduce -1.0%
WTW Willis Towers Watson PLC 1.71% 86,959 $29.4M Reduce -0.9%
TFC Truist Financial Corp. 1.68% 700,155 $28.8M Add +17.8%
MAS Masco Corp. 1.68% 414,031 $28.8M Reduce -0.3%
CACI Caci International Inc. Class A 1.67% 77,964 $28.6M Reduce -0.1%
EA Electronic Arts Inc. 1.66% 197,304 $28.5M Add +108.5%
DOX Amdocs Ltd. 1.60% 299,999 $27.4M Reduce -0.4%
ORCL Oracle Corp. 1.57% 192,719 $26.9M Reduce -0.8%
CVS CVS Health Corp. 1.55% 392,254 $26.6M Reduce -0.6%
WBS Webster Financial Corp. 1.55% 515,105 $26.6M Reduce -0.1%
DFS Discover Financial Services 1.55% 155,376 $26.5M Reduce -36.5%
PGR Progressive Corp. 1.53% 92,750 $26.2M Reduce -0.6%
TXNM TXNM Energy Inc. 1.50% 479,754 $25.7M Add +17.5%
DELL Dell Technologies -C 1.50% 281,422 $25.7M Add +33.1%
PRKS United Parks & Resorts Inc. 1.48% 556,918 $25.3M Add +0.3%
HWM Howmet Aerospace Inc. 1.47% 193,997 $25.2M Reduce -29.6%
CI The Cigna Group 1.45% 75,303 $24.8M Reduce -0.7%
PNC PNC Financial Services Group 1.41% 137,866 $24.2M Reduce -1.0%
ZBH Zimmer Biomet Holdings Inc. 1.40% 212,307 $24.0M Reduce -0.3%
DAL Delta Air Lines Inc. 1.38% 543,118 $23.7M Reduce -22.6%
T AT&T Inc. 1.30% 786,135 $22.2M New
WM Waste Management Inc. 1.29% 95,178 $22.0M Reduce -0.9%
ALL Allstate Corp. 1.25% 103,437 $21.4M Reduce -31.6%
MU Micron Technology Inc. 1.22% 240,877 $20.9M Reduce -0.9%
GOOG Alphabet Inc. Class C 1.22% 133,926 $20.9M Reduce -0.8%
BLBD Blue Bird Corp. 1.22% 643,596 $20.8M Add +0.4%
RHP Ryman Hospitality Properties 1.18% 220,528 $20.2M Add +33.1%
VONG Vanguard Russell 1000 Growth 1.16% 214,170 $19.9M Reduce -4.7%
LRCX Lam Research Corp. 1.12% 262,958 $19.1M Reduce -1.1%
PEP Pepsico Inc. 1.09% 124,623 $18.7M Reduce -0.8%
MSFT Microsoft Corp. 1.07% 48,973 $18.4M Add +5.2%
ALE Allete Inc. 1.07% 279,069 $18.3M Reduce -8.0%
SONO Sonos Inc. 1.04% 1,670,816 $17.8M Reduce -0.0%
VSH Vishay Intertechnology Inc. 1.03% 1,109,397 $17.6M Add +0.2%
AAPL Apple Inc. 0.96% 74,041 $16.4M Reduce -0.9%
A Agilent Technologies Inc. 0.94% 138,410 $16.2M Reduce -0.6%
LHX L3HARRIS Technologies Inc. 0.93% 75,830 $15.9M Reduce -0.4%
TOL Toll Brothers Inc. 0.92% 149,915 $15.8M New
BC Brunswick Corp. 0.89% 284,475 $15.3M Add +38.8%
TER Teradyne Inc. 0.89% 183,822 $15.2M Reduce -0.1%
MDLZ Mondelez International Inc. Class A 0.83% 208,550 $14.2M Reduce -41.1%
MPLX MPLX LP 0.68% 217,039 $11.6M Add +1.3%
EPD Enterprise Products Partners 0.57% 284,960 $9.7M Add +1.6%
VTI VG Morningstar TS MKT ETF-US 0.50% 31,429 $8.6M Reduce -24.7%
UHS Universal Health Services-B 0.40% 36,385 $6.8M Add +3.4%
VNOM Viper Energy Inc. 0.38% 144,900 $6.5M Reduce -6.8%
EVR Evercore Inc. Class A 0.37% 31,710 $6.3M Add +3.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 9,505 $5.3M Add +4.1%
IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L 0.30% 195,890 $5.2M Add +3.2%
SNV Synovus Financial Corp. 0.29% 106,755 $5.0M Add +3.2%
TTWO Take-Two Interactive Softwre 0.25% 20,483 $4.2M Reduce -35.7%
CCK Crown Holdings Inc. 0.24% 46,900 $4.2M Add +3.2%
PRSU Pursuit Attractions and Hosp 0.24% 116,775 $4.1M Add +3.2%
NOMD Nomad Foods Ltd. 0.24% 210,190 $4.1M Add +3.4%
ALK Alaska Air Group Inc. 0.24% 82,780 $4.1M Reduce -20.8%
STE Steris PLC 0.24% 17,830 $4.0M Add +2.7%
IUSV iShares Core S&P U.S. Value 0.22% 41,748 $3.9M Add +3.6%
VCSH Vanguard S/T Corp. Bond ETF 0.22% 47,890 $3.8M Reduce -10.2%
NWE Northwestern Energy Group Inc. 0.22% 64,615 $3.7M Add +3.0%
WAT Waters Corp. 0.21% 9,935 $3.7M Add +3.4%
CG The Carlyle Group Inc. 0.21% 83,455 $3.6M Add +3.3%
MUSA Murphy USA Inc. 0.21% 7,645 $3.6M Add +2.9%
OUT Outfront Media Inc. 0.20% 212,014 $3.4M Add +0.4%
GLPI Gaming and Leisure Propertie 0.20% 66,220 $3.4M Add +2.6%
HSIC Henry Schein Inc. 0.20% 48,940 $3.4M Add +2.9%
AGCO Agco Corp. 0.19% 34,865 $3.2M Add +3.7%
CSV Carriage Services Inc. 0.18% 81,365 $3.2M Add +42.7%
FIX Comfort Systems USA Inc. 0.18% 9,669 $3.1M New
AMZN Amazon.com Inc. 0.18% 16,017 $3.0M Reduce -0.3%
AUB Atlantic Union Bankshares Co. 0.17% 92,655 $2.9M Reduce -30.2%
GOOGL Alphabet Inc. Class A 0.17% 18,374 $2.8M Reduce -0.9%
PR Permian Resources Corp. Class A 0.16% 192,790 $2.7M Add +4.2%
MTCH Match Group Inc. 0.13% 72,865 $2.3M Add +3.5%
APLE Apple Hospitality REIT Inc. 0.13% 174,992 $2.3M Add +3.1%
LLY Eli Lilly & Co. 0.13% 2,664 $2.2M Add +1.7%
DINO HF Sinclair Corp. 0.13% 66,320 $2.2M Add +3.2%
SKX Skechers USA Inc. Class A 0.12% 36,680 $2.1M New
VEU Vanguard Ftse All-World Ex-U 0.12% 32,606 $2.0M Reduce -9.6%
VTWG Vanguard Russell 2000 Growth 0.11% 10,320 $1.9M Reduce -8.7%
COST Costco Wholesale Corp. 0.09% 1,650 $1.6M Reduce -2.6%
ORLY O'reilly Automotive Inc. 0.09% 1,076 $1.5M No change
OLN Olin Corp. 0.08% 57,760 $1.4M Add +3.5%
EMR Emerson Electric Co. 0.08% 12,060 $1.3M Add +3.9%
IWM iShares Russell 2000 ETF 0.07% 6,442 $1.3M Add +2.8%
NVDA Nvidia Corp. 0.07% 11,703 $1.3M Reduce -4.1%
NFLX Netflix Inc. 0.07% 1,243 $1.2M No change
FUN Six Flags Entertainment Corp. 0.07% 31,385 $1.1M Reduce -13.7%
WMT Walmart Inc. 0.06% 11,450 $1.0M Reduce -0.9%
VTWO Vanguard Russell 2000 ETF 0.06% 12,081 $974K Reduce -1.5%
JNJ Johnson & Johnson 0.05% 5,644 $936K Reduce -5.7%
VCIT Vanguard Int-Term Corporate 0.05% 10,703 $875K Add +2.9%
MRK Merck & Co. Inc. 0.05% 9,358 $840K Reduce -4.5%
BRK.B Berkshire Hathaway Inc. Class B 0.05% 1,573 $838K No change
EFA iShares MSCI Eafe ETF 0.05% 9,850 $805K No change
IWB iShares Russell 1000 ETF 0.05% 2,570 $788K Add +1.2%
QQQ Invesco QQQ Trust Series 1 0.05% 1,676 $786K Add +4.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 16,880 $704K Add +8.0%
SYK Stryker Corp. 0.04% 1,880 $700K Reduce -15.3%
V Visa Inc. Class A 0.04% 1,914 $671K Reduce -0.1%
BKLN Invesco Senior Loan ETF 0.04% 32,375 $670K Reduce -11.0%
AXP American Express Co. 0.04% 2,379 $640K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 647 $639K No change
GS Goldman Sachs Group Inc. 0.04% 1,148 $627K Reduce -4.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.04% 7,640 $603K No change
PANW Palo Alto Networks Inc. 0.03% 3,484 $595K Reduce -2.8%
UNH Unitedhealth Group Inc. 0.03% 1,100 $576K Reduce -46.6%
TXO Txo Partners LP 0.03% 27,250 $522K Add +28.2%
VNQ Vanguard Real Estate ETF 0.03% 5,585 $506K Reduce -23.6%
VXUS Vanguard Total Intl Stock 0.03% 8,050 $500K No change
SHW The Sherwin-Williams Co. 0.03% 1,263 $441K No change
IWD iShares Russell 1000 Value E 0.02% 2,225 $419K No change
ADI Analog Devices Inc. 0.02% 1,960 $395K No change
CSCO Cisco Systems Inc. 0.02% 6,046 $373K No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.02% 11,412 $372K Reduce -98.0%
HIG Hartford Insurance Group Inc. 0.02% 3,000 $371K No change
ITW Illinois Tool Works 0.02% 1,430 $355K Reduce -3.4%
PINE Alpine Income Property Trust 0.02% 21,100 $353K Reduce -34.8%
BKNG Booking Holdings Inc. 0.02% 75 $346K Reduce -1.3%
KO The Coca-Cola Co. 0.02% 4,814 $345K No change
KBE SS SPDR S&P Bank ETF 0.02% 6,200 $328K No change
PRF Invesco Rafi US 1000 ETF 0.02% 8,002 $323K Reduce -23.8%
EFX Equifax Inc. 0.02% 1,315 $320K Reduce -0.2%
FLOT iShares Floating Rate Bond E 0.02% 6,100 $311K No change
GSY Invesco Ultra Short Duration 0.02% 6,000 $301K No change
MCD McDonald's Corp. 0.02% 960 $300K Reduce -4.0%
KVUE Kenvue Inc. 0.02% 12,403 $297K Reduce -1.1%
MPWR Monolithic Power Systems Inc. 0.02% 500 $290K Reduce -33.3%
HBAN Huntington Bancshares Inc. 0.02% 17,764 $267K No change
REGN Regeneron Pharmaceuticals 0.02% 410 $260K No change
ETN Eaton Corp. PLC 0.01% 931 $253K No change
GD General Dynamics Corp. 0.01% 910 $248K Reduce -59.2%
MA Mastercard Inc. Class A 0.01% 451 $247K Reduce -10.2%
FANG Diamondback Energy Inc. 0.01% 1,530 $245K Reduce -14.0%
NVO Novo-Nordisk A/S-Spons ADR 0.01% 3,408 $237K New
META Meta Platforms Inc. Class A 0.01% 403 $232K No change
VTES Vanguard SH Term Tax-Ex Bond 0.01% 2,280 $229K No change
NVS Novartis AG-Sponsored ADR 0.01% 1,975 $220K New
PSX Phillips 66 0.01% 1,781 $220K No change
WDAY Workday Inc. Class A 0.01% 935 $218K No change
CL Colgate-Palmolive Co. 0.01% 2,275 $213K No change
PFE Pfizer Inc. 0.01% 8,375 $212K Add +9.8%
VWO Vanguard Ftse Emerging Marke 0.01% 4,685 $212K No change
NOC Northrop Grumman Corp. 0.01% 410 $210K New
TXN Texas Instruments Inc. 0.01% 1,150 $207K No change
MCK McKesson Corp. 0.01% 300 $202K New
NXP Nuveen Select Tax-Free Inc. 0.01% 11,591 $167K No change
NIM Nuveen Select Maturit Muni 0.01% 11,500 $107K No change
Other holdings (5): bonds, preferreds, convertibles and warrants · $9.1M (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 2,989$3.6MReduce -2.1%
BANK OF AMERICA CORP (BAC F PERP 02) COM 85,761$1.9MNo change
REGIONS FINANCIAL CORP (RF V6.95 PERP) Common Stock 64,000$1.6MAdd +48.8%
M&T BANK CORPORATION (MTB 7.5 PERP J) Common Stock 59,500$1.6MNo change
ALLSTATE CORP (ALL 7.375 PERP J) PERP PFD J 18,000$471KNo change

Total filed on the 13F, all lines: $1.7B.

Portfolio Sells Q4 2024 → Q1 2025

DAL Delta Air Lines Inc. Reduce -22.6% 1.38% −1.06
VICI Vici Properties Inc. Reduce -98.0% 0.02% −0.92
DFS Discover Financial Services Reduce -36.5% 1.55% −0.90
TER Teradyne Inc. Reduce -0.1% 0.89% −0.45
ALL Allstate Corp. Reduce -31.6% 1.25% −0.43
SONO Sonos Inc. Reduce -0.0% 1.04% −0.41
MDLZ Mondelez International Inc. Class A Reduce -41.1% 0.83% −0.39
ORCL Oracle Corp. Reduce -0.8% 1.57% −0.29
HWM Howmet Aerospace Inc. Reduce -29.6% 1.47% −0.27
GOOG Alphabet Inc. Class C Reduce -0.8% 1.22% −0.26
PNR Pentair PLC Reduce -0.1% 1.87% −0.26
REYN Reynolds Consumer Products I Sold out 0.00% −0.21
VTI VG Morningstar TS MKT ETF-US Reduce -24.7% 0.50% −0.19
VONG Vanguard Russell 1000 Growth Reduce -4.7% 1.16% −0.18
MS Morgan Stanley Reduce -1.5% 2.20% −0.17
ALK Alaska Air Group Inc. Reduce -20.8% 0.24% −0.15
CACI Caci International Inc. Class A Reduce -0.1% 1.67% −0.15
A Agilent Technologies Inc. Reduce -0.6% 0.94% −0.13
PNC PNC Financial Services Group Reduce -1.0% 1.41% −0.13
AUB Atlantic Union Bankshares Co. Reduce -30.2% 0.17% −0.12
AAPL Apple Inc. Reduce -0.9% 0.96% −0.12
WEX Wex Inc. Sold out 0.00% −0.11
WBS Webster Financial Corp. Reduce -0.1% 1.55% −0.09
TTWO Take-Two Interactive Softwre Reduce -35.7% 0.25% −0.09
ALE Allete Inc. Reduce -8.0% 1.07% −0.06
VNOM Viper Energy Inc. Reduce -6.8% 0.38% −0.06
MAS Masco Corp. Reduce -0.3% 1.68% −0.06
GOOGL Alphabet Inc. Class A Reduce -0.9% 0.17% −0.04
FUN Six Flags Entertainment Corp. Reduce -13.7% 0.07% −0.04
UNH Unitedhealth Group Inc. Reduce -46.6% 0.03% −0.03
AMZN Amazon.com Inc. Reduce -0.3% 0.18% −0.03
VTWG Vanguard Russell 2000 Growth Reduce -8.7% 0.11% −0.02
LEN Lennar Corp. Class A Sold out 0.00% −0.02
NVDA Nvidia Corp. Reduce -4.1% 0.07% −0.02
GD General Dynamics Corp. Reduce -59.2% 0.01% −0.02
DHI D.R. Horton Inc. Sold out 0.00% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -10.2% 0.22% −0.02
PXF Invesco Rafi Developed Marke Sold out 0.00% −0.02
CDP Copt Defense Properties Sold out 0.00% −0.02
PG The Procter & Gamble Co. Sold out 0.00% −0.01
HD Home Depot Inc. Sold out 0.00% −0.01
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.01
UAL United Airlines Holdings Inc. Sold out 0.00% −0.01
HUBB Hubbell Inc. Sold out 0.00% −0.01
PINE Alpine Income Property Trust Reduce -34.8% 0.02% −0.01
PEP Pepsico Inc. Reduce -0.8% 1.09% −0.01
MPWR Monolithic Power Systems Inc. Reduce -33.3% 0.02% −0.01
VNQ Vanguard Real Estate ETF Reduce -23.6% 0.03% −0.01
MRK Merck & Co. Inc. Reduce -4.5% 0.05% −0.01
VTWO Vanguard Russell 2000 ETF Reduce -1.5% 0.06% −0.01

Portfolio Buys Q4 2024 → Q1 2025

T AT&T Inc. New 1.30% +1.30
TOL Toll Brothers Inc. New 0.92% +0.92
EA Electronic Arts Inc. Add +108.5% 1.66% +0.87
LKQ LKQ Corp. Add +37.3% 1.94% +0.73
TXNM TXNM Energy Inc. Add +17.5% 1.50% +0.34
RS Reliance Inc. Add +0.1% 2.53% +0.20
TFC Truist Financial Corp. Add +17.8% 1.68% +0.20
FIX Comfort Systems USA Inc. New 0.18% +0.18
RHP Ryman Hospitality Properties Add +33.1% 1.18% +0.18
BC Brunswick Corp. Add +38.8% 0.89% +0.13
SKX Skechers USA Inc. Class A New 0.12% +0.12
DELL Dell Technologies -C Add +33.1% 1.50% +0.09
MPLX MPLX LP Add +1.3% 0.68% +0.09
EPD Enterprise Products Partners Add +1.6% 0.57% +0.06
CSV Carriage Services Inc. Add +42.7% 0.18% +0.05
NOMD Nomad Foods Ltd. Add +3.4% 0.24% +0.04
IGIC International General Insura Add +3.2% 0.30% +0.04
UHS Universal Health Services-B Add +3.4% 0.40% +0.04
STE Steris PLC Add +2.7% 0.24% +0.03
CCK Crown Holdings Inc. Add +3.2% 0.24% +0.03
NWE Northwestern Energy Group Inc. Add +3.0% 0.22% +0.03
GLPI Gaming and Leisure Propertie Add +2.6% 0.20% +0.02
NVO Novo-Nordisk A/S-Spons ADR New 0.01% +0.01
NVS Novartis AG-Sponsored ADR New 0.01% +0.01
NOC Northrop Grumman Corp. New 0.01% +0.01
LLY Eli Lilly & Co. Add +1.7% 0.13% +0.01
MCK McKesson Corp. New 0.01% +0.01
IUSV iShares Core S&P U.S. Value Add +3.6% 0.22% +0.01
TXO Txo Partners LP Add +28.2% 0.03% +0.01
WAT Waters Corp. Add +3.4% 0.21% +0.01
AGCO Agco Corp. Add +3.7% 0.19% +0.01
HSIC Henry Schein Inc. Add +2.9% 0.20% +0.01
VCIT Vanguard Int-Term Corporate Add +2.9% 0.05% +0.00
PR Permian Resources Corp. Class A Add +4.2% 0.16% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +4.1% 0.31% +0.00
BAC Bank of America Corp. Add +8.0% 0.04% +0.00
PFE Pfizer Inc. Add +9.8% 0.01% +0.00
MTCH Match Group Inc. Add +3.5% 0.13% 0.00
IWB iShares Russell 1000 ETF Add +1.2% 0.05% −0.00
QQQ Invesco QQQ Trust Series 1 Add +4.0% 0.05% −0.00
DINO HF Sinclair Corp. Add +3.2% 0.13% −0.00
IWM iShares Russell 2000 ETF Add +2.8% 0.07% −0.00
MUSA Murphy USA Inc. Add +2.9% 0.21% −0.01
EMR Emerson Electric Co. Add +3.9% 0.08% −0.01
SNV Synovus Financial Corp. Add +3.2% 0.29% −0.01
OUT Outfront Media Inc. Add +0.4% 0.20% −0.02
APLE Apple Hospitality REIT Inc. Add +3.1% 0.13% −0.02
CG The Carlyle Group Inc. Add +3.3% 0.21% −0.02
OLN Olin Corp. Add +3.5% 0.08% −0.03
DTM DT Midstream Inc. Add +0.0% 1.94% −0.03

Notes & Other Activity Q4 2024 → Q1 2025

WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Reduce -2.1% 2,989 $3.6M
REGIONS FINANCIAL CORP (RF V6.95 PERP) Common Stock Add +48.8% 64,000 $1.6M

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