Deroy & Devereaux Private Investment Counsel Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Deroy & Devereaux Private Investment Counsel Inc. reported 169 stock positions worth $2.0 billion. Its top holding was Morgan Stanley (MS) at 2.6% of the portfolio, followed by JPMorgan Chase (JPM, 2.6%) and HCA Healthcare (HCA, 2.6%). Compared with Q3 2025, it opened 11 new positions, sold out of 11, added to 18 and reduced 108. The biggest buy was a new position in Honeywell International (HON) and the biggest sale an exit from Amdocs (DOX).

Most Recent 13F
Q2 2026
Location
BLOOMFIELD HILLS, MI
CIK
0001278678
Portfolio Value
$2.0B (Q4 2025)
SEC Filing
0001278678-26-000002 ↗ filed Jan 27, 2026

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 Q1 2025 Q2 2025: $1.8B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $2.0B $2.0B Q4 2025 Q1 2026: $2.1B Q1 2026 Q2 2026: $2.4B Q2 2026

Holdings 169 stocks · $2.0B
MS Morgan Stanley 2.64% 302,648 $53.7M Reduce -3.3%
JPM JPMorgan Chase & Co. 2.57% 162,371 $52.3M Reduce -2.1%
HCA HCA Healthcare Inc. 2.55% 111,274 $52.0M Reduce -5.0%
JBTM JBT Marel Corp. 2.38% 321,236 $48.4M Reduce -1.7%
LRCX Lam Research Corp. 2.12% 252,678 $43.3M Reduce -3.3%
RS Reliance Inc. 2.10% 147,995 $42.8M Reduce -1.0%
RJF Raymond James Financial Inc. 2.04% 258,413 $41.5M Reduce -2.3%
ANF Abercrombie & Fitch Co. Class A 1.97% 319,318 $40.2M Reduce -1.7%
CACI Caci International Inc. Class A 1.97% 75,131 $40.0M Reduce -1.9%
GOOG Alphabet Inc. Class C 1.95% 126,866 $39.8M Reduce -2.3%
DTM DT Midstream Inc. 1.94% 329,868 $39.5M Reduce -2.5%
STX Seagate Technology Holdings 1.82% 134,949 $37.2M Reduce -2.5%
CB Chubb Ltd. 1.81% 118,244 $36.9M Reduce -1.8%
PNR Pentair PLC 1.80% 352,684 $36.7M Reduce -1.4%
DAL Delta Air Lines Inc. 1.79% 526,785 $36.6M Reduce -1.8%
COF Capital One Financial Corp. 1.79% 150,466 $36.5M Reduce -1.8%
TER Teradyne Inc. 1.78% 186,819 $36.2M Reduce -2.3%
SONO Sonos Inc. 1.71% 1,977,736 $34.7M Reduce -2.3%
AZO AutoZone Inc. 1.70% 10,183 $34.5M Reduce -1.8%
DELL Dell Technologies -C 1.67% 270,919 $34.1M Reduce -2.2%
TFC Truist Financial Corp. 1.65% 681,054 $33.5M Reduce -1.6%
XOM Exxon Mobil Corp. 1.62% 274,963 $33.1M Reduce -1.8%
WBS Webster Financial Corp. 1.54% 498,503 $31.4M Reduce -1.4%
RTX RTX Corp. 1.51% 167,491 $30.7M Reduce -2.0%
CSL Carlisle Cos Inc. 1.50% 95,281 $30.5M Reduce -1.6%
MDU Mdu Resources Group Inc. 1.49% 1,555,852 $30.4M Reduce -1.4%
CVS CVS Health Corp. 1.49% 381,814 $30.3M Reduce -1.6%
EA Electronic Arts Inc. 1.48% 147,647 $30.2M Reduce -9.7%
OI O-I Glass Inc. 1.47% 2,026,525 $29.9M Add +42.1%
BDX Becton Dickinson and Co. 1.46% 153,173 $29.7M Reduce -1.1%
CVX Chevron Corp. 1.46% 194,620 $29.7M Reduce -1.4%
BLBD Blue Bird Corp. 1.45% 626,745 $29.5M Reduce -2.1%
PNC PNC Financial Services Group 1.38% 134,356 $28.0M Reduce -1.8%
WTW Willis Towers Watson PLC 1.36% 84,146 $27.6M Reduce -1.6%
HWM Howmet Aerospace Inc. 1.35% 134,066 $27.5M Reduce -5.1%
TOL Toll Brothers Inc. 1.33% 200,540 $27.1M Reduce -1.6%
WM Waste Management Inc. 1.30% 120,350 $26.4M Add +26.6%
AMZN Amazon.com Inc. 1.28% 113,315 $26.2M Reduce -0.8%
MU Micron Technology Inc. 1.28% 91,008 $26.0M Reduce -39.3%
PEP Pepsico Inc. 1.27% 180,425 $25.9M Reduce -1.3%
MAS Masco Corp. 1.27% 407,469 $25.9M Reduce -1.7%
BC Brunswick Corp. 1.27% 347,229 $25.8M Reduce -1.7%
PNW Pinnacle West Capital 1.21% 277,946 $24.7M Add +53.0%
MSFT Microsoft Corp. 1.17% 49,239 $23.8M Reduce -0.4%
LHX L3HARRIS Technologies Inc. 1.06% 73,802 $21.7M Reduce -1.6%
HON Honeywell International Inc. 1.06% 110,897 $21.6M New
RHP Ryman Hospitality Properties 1.04% 223,841 $21.2M Reduce -2.3%
SOLS Solstice Adv Materials Inc. 1.03% 432,002 $21.0M New
ALL Allstate Corp. 1.03% 100,696 $21.0M Reduce -0.8%
PGR Progressive Corp. 1.01% 90,347 $20.6M Reduce -1.4%
LKQ LKQ Corp. 1.01% 679,677 $20.5M Reduce -9.2%
IDA Idacorp Inc. 1.01% 161,859 $20.5M Reduce -0.5%
CI The Cigna Group 1.00% 74,162 $20.4M Reduce -0.3%
T AT&T Inc. 0.94% 774,018 $19.2M Reduce -1.4%
AAPL Apple Inc. 0.94% 70,722 $19.2M Reduce -1.8%
PRKS United Parks & Resorts Inc. 0.94% 525,724 $19.1M Reduce -4.2%
ZBH Zimmer Biomet Holdings Inc. 0.91% 206,256 $18.5M Reduce -1.8%
VONG Vanguard Russell 1000 Growth 0.90% 150,820 $18.4M Reduce -5.5%
A Agilent Technologies Inc. 0.89% 133,422 $18.2M Reduce -1.6%
VSH Vishay Intertechnology Inc. 0.70% 980,151 $14.2M Reduce -9.8%
MPLX MPLX LP 0.60% 227,482 $12.1M Add +4.2%
FISV Fiserv Inc. 0.58% 175,632 $11.8M Reduce -19.4%
EPD Enterprise Products Partners 0.47% 296,144 $9.5M Add +3.1%
VTI VG Morningstar TS MKT ETF-US 0.45% 27,614 $9.3M Reduce -11.4%
EVR Evercore Inc. Class A 0.40% 24,195 $8.2M Reduce -3.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.38% 11,303 $7.7M Reduce -1.9%
UHS Universal Health Services-B 0.37% 34,275 $7.5M Reduce -3.0%
FIX Comfort Systems USA Inc. 0.29% 6,415 $6.0M Reduce -3.0%
GOOGL Alphabet Inc. Class A 0.27% 17,571 $5.5M Add +0.4%
AGCO Agco Corp. 0.26% 50,646 $5.3M Reduce -1.9%
VNOM Viper Energy Inc. Class A 0.25% 133,270 $5.1M Reduce -7.3%
WAT Waters Corp. 0.25% 13,352 $5.1M Reduce -3.3%
ALK Alaska Air Group Inc. 0.25% 99,470 $5.0M Reduce -3.1%
OUT Outfront Media Inc. 0.24% 200,496 $4.8M Reduce -2.8%
IGIC International General Insura filed as INTL GNRL INSURANCE HLDNGS L 0.23% 184,160 $4.6M Reduce -3.0%
CCK Crown Holdings Inc. 0.22% 44,105 $4.5M Reduce -3.1%
STE Steris PLC 0.21% 16,795 $4.3M Reduce -3.2%
AUB Atlantic Union Bankshares Co. 0.21% 118,725 $4.2M Reduce -2.2%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.20% 22,282 $4.1M Reduce -0.7%
VCSH Vanguard S/T Corp. Bond ETF 0.20% 50,110 $4.0M Reduce -8.9%
NWE Northwestern Energy Group Inc. 0.19% 60,395 $3.9M Reduce -2.7%
PSTL Postal Realty Trust Inc. Class A 0.19% 234,945 $3.8M Add +51.5%
IUSV iShares Core S&P U.S. Value 0.19% 36,908 $3.8M Reduce -6.1%
MKSI MKS Inc. 0.18% 23,555 $3.8M New
PRSU Pursuit Attractions and Hosp 0.18% 109,790 $3.7M Reduce -3.1%
DMC Del Monte Corp. filed as FRESH DEL MONTE PRODUCE INC 0.17% 99,065 $3.5M Add +52.0%
TCBX Third Coast Bancshares Inc. 0.16% 88,370 $3.4M Reduce -3.1%
WEX Wex Inc. 0.16% 21,957 $3.3M Reduce -3.2%
CSV Carriage Services Inc. 0.16% 76,505 $3.2M Reduce -3.1%
DINO HF Sinclair Corp. 0.16% 70,020 $3.2M Reduce -3.0%
ENOV Enovis Corp. 0.14% 109,960 $2.9M New
GLPI Gaming and Leisure Propertie 0.14% 63,670 $2.8M Reduce -0.8%
CLH Clean Harbors Inc. 0.13% 10,875 $2.5M New
LLY Eli Lilly & Co. 0.12% 2,214 $2.4M Reduce -0.3%
MTCH Match Group Inc. 0.11% 68,475 $2.2M Reduce -3.2%
VEU Vanguard Ftse All-World Ex-U 0.09% 25,571 $1.9M Reduce -12.4%
NVDA Nvidia Corp. 0.09% 9,763 $1.8M Reduce -7.4%
CRC California Resources Corp. 0.09% 40,070 $1.8M Reduce -3.1%
TXO Txo Partners LP 0.09% 166,000 $1.8M Reduce -8.5%
COST Costco Wholesale Corp. 0.08% 1,933 $1.7M Reduce -0.9%
IWM iShares Russell 2000 ETF 0.08% 6,214 $1.5M Add +3.9%
EFA iShares MSCI Eafe ETF 0.07% 14,600 $1.4M No change
ORLY O'reilly Automotive Inc. 0.07% 15,140 $1.4M No change
VCIT Vanguard Int-Term Corporate 0.07% 16,028 $1.3M Add +43.2%
META Meta Platforms Inc. Class A 0.06% 1,999 $1.3M Reduce -2.4%
VTWG Vanguard Russell 2000 Growth 0.06% 5,453 $1.3M Reduce -26.1%
QQQ Invesco QQQ Trust Series 1 0.05% 1,676 $1.0M Add +3.4%
VTWO Vanguard Russell 2000 ETF 0.05% 10,231 $1.0M Reduce -15.3%
IWB iShares Russell 1000 ETF 0.05% 2,573 $961K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 16,880 $928K No change
NFLX Netflix Inc. 0.04% 9,430 $884K Reduce -0.4%
SYK Stryker Corp. 0.04% 2,350 $826K No change
JNJ Johnson & Johnson 0.04% 3,818 $790K Reduce -6.8%
AXP American Express Co. 0.04% 2,129 $788K Add +7.6%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 1,553 $781K Reduce -2.5%
GS Goldman Sachs Group Inc. 0.04% 875 $769K Reduce -14.6%
PANW Palo Alto Networks Inc. 0.03% 3,808 $701K No change
CSCO Cisco Systems Inc. 0.03% 8,973 $691K Add +23.0%
VUSB Vanguard Ultra Short Bond Et 0.03% 13,810 $688K New
GWW WW Grainger Inc. 0.03% 652 $658K No change
ADI Analog Devices Inc. 0.03% 2,314 $628K Add +0.4%
V Visa Inc. Class A 0.03% 1,733 $608K Reduce -1.0%
VXUS Vanguard Total Intl Stock 0.03% 8,050 $607K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 7,255 $585K Reduce -1.8%
AVGO Broadcom Inc. 0.03% 1,657 $573K Reduce -5.7%
BKLN Invesco Senior Loan ETF 0.03% 26,775 $562K Reduce -0.4%
MPWR Monolithic Power Systems Inc. 0.02% 500 $453K No change
VNQ Vanguard Real Estate ETF 0.02% 5,027 $445K Reduce -10.0%
IWD iShares Russell 1000 Value E 0.02% 2,060 $433K No change
HIG Hartford Insurance Group Inc. 0.02% 3,000 $413K No change
KBE SS SPDR S&P Bank ETF 0.02% 6,200 $376K No change
PRF Invesco Rafi US 1000 ETF 0.02% 8,002 $375K No change
CAT Caterpillar Inc. 0.02% 619 $355K Add +3.2%
UNH Unitedhealth Group Inc. 0.02% 1,040 $343K Reduce -1.1%
WMT Walmart Inc. 0.02% 3,012 $336K Add +26.8%
KO The Coca-Cola Co. 0.02% 4,764 $333K No change
VONV Vanguard Russell 1000 Value 0.02% 3,475 $321K New
REGN Regeneron Pharmaceuticals 0.02% 410 $316K No change
MTN Vail Resorts Inc. 0.02% 2,355 $313K No change
FLOT iShares Floating Rate Bond E 0.02% 6,100 $310K No change
HBAN Huntington Bancshares Inc. 0.02% 17,764 $308K No change
ETN Eaton Corp. PLC 0.01% 931 $297K No change
MRK Merck & Co. Inc. 0.01% 2,703 $285K No change
NVS Novartis AG-Sponsored ADR 0.01% 2,062 $284K No change
MCD McDonald's Corp. 0.01% 926 $283K Reduce -5.1%
VSDM Vanguard Short Tax-Ex Bond 0.01% 3,400 $260K Reduce -65.7%
SHW The Sherwin-Williams Co. 0.01% 800 $259K No change
MA Mastercard Inc. Class A 0.01% 451 $257K Reduce -3.4%
VCRM Vanguard Core Tax-Ex Bond 0.01% 3,400 $257K No change
UAL United Airlines Holdings Inc. 0.01% 2,250 $252K No change
MCK McKesson Corp. 0.01% 300 $246K No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.01% 8,754 $246K Reduce -8.9%
KEY Keycorp 0.01% 11,800 $244K No change
PFE Pfizer Inc. 0.01% 9,675 $241K No change
PXF Invesco Rafi Developed Marke 0.01% 3,570 $234K No change
VWO Vanguard Ftse Emerging Marke 0.01% 4,300 $231K No change
VONE Vanguard Russell 1000 0.01% 725 $224K New
AMD Advanced Micro Devices 0.01% 1,000 $214K New
TXN Texas Instruments Inc. 0.01% 1,230 $213K No change
RSP Invesco S&P 500 Equal Weight 0.01% 1,104 $211K New
DE Deere & Co. 0.01% 450 $210K Reduce -37.9%
FANG Diamondback Energy Inc. 0.01% 1,400 $210K No change
KVUE Kenvue Inc. 0.01% 12,098 $209K Add +7.8%
ABBV Abbvie Inc. 0.01% 910 $208K Reduce -3.3%
IAU iShares Gold Trust 0.01% 2,500 $203K New
GSY Invesco Ultra Short Duration 0.01% 4,000 $201K Reduce -33.3%
APLE Apple Hospitality REIT Inc. 0.01% 14,400 $171K Reduce -94.7%
NXP Nuveen Select Tax-Free Inc. 0.01% 11,591 $163K No change
NIM Nuveen Select Maturit Muni 0.01% 11,500 $107K No change
Other holdings (7): bonds, preferreds, convertibles and warrants · $18.3M (not counted above)
SecurityClassShares / PrincipalValueChange
COMERICA INC (CMA 6.875 PERP B) Bond 161,850$4.2MNew
REGIONS FINANCIAL CORP (RF V6.95 PERP) Common Stock 152,350$3.9MAdd +19.2%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 2,908$3.5MReduce -3.4%
PUBLIC STORAGE (PSA 4.625 PERP L) COM 133,380$2.5MNew
M&T BANK CORPORATION (MTB 7.5 PERP J) Common Stock 73,700$2.0MAdd +12.9%
BANK OF AMERICA CORP (BAC F PERP 02) COM 96,418$1.8MAdd +7.1%
ALLSTATE CORP (ALL 7.375 PERP J) PERP PFD J 18,000$474KNo change

Total filed on the 13F, all lines: $2.1B.

Portfolio Sells Q3 2025 → Q4 2025
DOX Amdocs Ltd. Sold out 0.00% −1.19
FISV Fiserv Inc. Reduce -19.4% 0.58% −0.83
AZO AutoZone Inc. Reduce -1.8% 1.70% −0.54
PRKS United Parks & Resorts Inc. Reduce -4.2% 0.94% −0.49
BLBD Blue Bird Corp. Reduce -2.1% 1.45% −0.40
DELL Dell Technologies -C Reduce -2.2% 1.67% −0.30
RJF Raymond James Financial Inc. Reduce -2.3% 2.04% −0.25
MUSA Murphy USA Inc. Sold out 0.00% −0.22
MAS Masco Corp. Reduce -1.7% 1.27% −0.20
CG The Carlyle Group Inc. Sold out 0.00% −0.19
PNR Pentair PLC Reduce -1.4% 1.80% −0.19
EA Electronic Arts Inc. Reduce -9.7% 1.48% −0.18
T AT&T Inc. Reduce -1.4% 0.94% −0.17
HSIC Henry Schein Inc. Sold out 0.00% −0.16
APLE Apple Hospitality REIT Inc. Reduce -94.7% 0.01% −0.16
LKQ LKQ Corp. Reduce -9.2% 1.01% −0.14
VSH Vishay Intertechnology Inc. Reduce -9.8% 0.70% −0.14
ZBH Zimmer Biomet Holdings Inc. Reduce -1.8% 0.91% −0.13
PGR Progressive Corp. Reduce -1.4% 1.01% −0.13
WTW Willis Towers Watson PLC Reduce -1.6% 1.36% −0.13
MSFT Microsoft Corp. Reduce -0.4% 1.17% −0.12
CSL Carlisle Cos Inc. Reduce -1.6% 1.50% −0.10
LHX L3HARRIS Technologies Inc. Reduce -1.6% 1.06% −0.09
CVX Chevron Corp. Reduce -1.4% 1.46% −0.08
TOL Toll Brothers Inc. Reduce -1.6% 1.33% −0.08
EMR Emerson Electric Co. Sold out 0.00% −0.07
CI The Cigna Group Reduce -0.3% 1.00% −0.07
IDA Idacorp Inc. Reduce -0.5% 1.01% −0.07
ALL Allstate Corp. Reduce -0.8% 1.03% −0.07
VONG Vanguard Russell 1000 Growth Reduce -5.5% 0.90% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -11.4% 0.45% −0.06
JPM JPMorgan Chase & Co. Reduce -2.1% 2.57% −0.06
MUB iShares National Muni Bond E Sold out 0.00% −0.04
HWM Howmet Aerospace Inc. Reduce -5.1% 1.35% −0.04
TXO Txo Partners LP Reduce -8.5% 0.09% −0.04
DINO HF Sinclair Corp. Reduce -3.0% 0.16% −0.03
VSDM Vanguard Short Tax-Ex Bond Reduce -65.7% 0.01% −0.03
VCSH Vanguard S/T Corp. Bond ETF Reduce -8.9% 0.20% −0.02
PRSU Pursuit Attractions and Hosp Reduce -3.1% 0.18% −0.02
VTWG Vanguard Russell 2000 Growth Reduce -26.1% 0.06% −0.02
VNOM Viper Energy Inc. Class A Reduce -7.3% 0.25% −0.02
CRC California Resources Corp. Reduce -3.1% 0.09% −0.02
EVR Evercore Inc. Class A Reduce -3.2% 0.40% −0.02
WEX Wex Inc. Reduce -3.2% 0.16% −0.02
AGCO Agco Corp. Reduce -1.9% 0.26% −0.02
PEP Pepsico Inc. Reduce -1.3% 1.27% −0.02
CSV Carriage Services Inc. Reduce -3.1% 0.16% −0.02
MTCH Match Group Inc. Reduce -3.2% 0.11% −0.02
NFLX Netflix Inc. Reduce -0.4% 0.04% −0.01
TXNM TXNM Energy Inc. Sold out 0.00% −0.01

Portfolio Buys Q3 2025 → Q4 2025
HON Honeywell International Inc. New 1.06% +1.06
SOLS Solstice Adv Materials Inc. New 1.03% +1.03
OI O-I Glass Inc. Add +42.1% 1.47% +0.54
PNW Pinnacle West Capital Add +53.0% 1.21% +0.39
WM Waste Management Inc. Add +26.6% 1.30% +0.24
MKSI MKS Inc. New 0.18% +0.18
ENOV Enovis Corp. New 0.14% +0.14
CLH Clean Harbors Inc. New 0.13% +0.13
PSTL Postal Realty Trust Inc. Class A Add +51.5% 0.19% +0.06
DMC Del Monte Corp. Add +52.0% 0.17% +0.06
GOOGL Alphabet Inc. Class A Add +0.4% 0.27% +0.06
MPLX MPLX LP Add +4.2% 0.60% +0.05
VUSB Vanguard Ultra Short Bond Et New 0.03% +0.03
VCIT Vanguard Int-Term Corporate Add +43.2% 0.07% +0.02
VONV Vanguard Russell 1000 Value New 0.02% +0.02
EPD Enterprise Products Partners Add +3.1% 0.47% +0.02
VONE Vanguard Russell 1000 New 0.01% +0.01
AMD Advanced Micro Devices New 0.01% +0.01
RSP Invesco S&P 500 Equal Weight New 0.01% +0.01
IAU iShares Gold Trust New 0.01% +0.01
CSCO Cisco Systems Inc. Add +23.0% 0.03% +0.01
AXP American Express Co. Add +7.6% 0.04% +0.01
WMT Walmart Inc. Add +26.8% 0.02% +0.00
CAT Caterpillar Inc. Add +3.2% 0.02% +0.00
ADI Analog Devices Inc. Add +0.4% 0.03% +0.00
IWM iShares Russell 2000 ETF Add +3.9% 0.08% +0.00
QQQ Invesco QQQ Trust Series 1 Add +3.4% 0.05% +0.00
KVUE Kenvue Inc. Add +7.8% 0.01% +0.00
IWB iShares Russell 1000 ETF Add +0.1% 0.05% 0.00

Notes & Other Activity Q3 2025 → Q4 2025
COMERICA INC (CMA 6.875 PERP B) Bond New 161,850 $4.2M
REGIONS FINANCIAL CORP (RF V6.95 PERP) Common Stock Add +19.2% 152,350 $3.9M
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Reduce -3.4% 2,908 $3.5M
PUBLIC STORAGE (PSA 4.625 PERP L) COM New 133,380 $2.5M
M&T BANK CORPORATION (MTB 7.5 PERP J) Common Stock Add +12.9% 73,700 $2.0M
BANK OF AMERICA CORP (BAC F PERP 02) COM Add +7.1% 96,418 $1.8M

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