DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

Open in PORT →← all managers

CIK 1278678

13F portfolio (2026-Q1)

$2.1B

Positions

173

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

173

Top 5

11.3%

Top 10

21.6%

Effective N

70.2

HHI

0.014

This quarter

11 new · 0 exit →

By sector

Industrials19.4%

Financials17.5%

Information Technology13.5%

Consumer Discretionary10.9%

Materials7.2%

Health Care7.2%

Utilities5.8%

Energy5.4%

Other13.0%

By market cap

Large ($10–200B)54.4%

Mega (>$200B)20.5%

Mid ($2–10B)19.0%

Unknown3.5%

Small ($300M–2B)2.6%

By region

North America96.5%

Other3.5%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Banks	8.66%	12
Machinery	8.62%	10
Technology Hardware & Equipment	7.60%	6
Utilities	5.82%	5
Oil, Gas & Consumable Fuels	5.41%	9
Insurance	4.87%	7
Specialty Retail	4.68%	6
Aerospace & Defense	4.32%	3
Software & IT Services	4.19%	6
Capital Markets	3.88%	4
Health Care Providers & Services	3.67%	3
Unclassified	3.54%	41
Distributors	3.14%	4
Chemicals	3.10%	3
Commercial Services & Supplies	2.68%	5
Construction Materials	2.61%	2
Airlines	2.16%	4
Health Care Equipment & Supplies	2.04%	4
Semiconductors & Semiconductor Equipment	1.97%	5
Software	1.74%	2
Automobiles & Components	1.69%	1
Construction & Engineering	1.66%	2
Equity Real Estate Investment Trusts (REITs)	1.59%	6
Beverages	1.35%	2
Food & Staples Retailing	1.31%	1
Life Sciences Tools & Services	1.31%	2
Metals & Mining	1.26%	2
Household Durables	1.26%	1
Diversified Telecommunication Services	1.11%	1
Entertainment	1.02%	3
Food Products	0.88%	1
Paper & Forest Products	0.26%	1
Pharmaceuticals & Biotechnology	0.19%	6
Agricultural Products	0.19%	1
Diversified Consumer Services	0.17%	1
Media & Entertainment	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	JBTM	JBT MAREL Corp	Industrials	2.36%
2	TER	TERADYNE, INC	Information Technology	2.35%
3	JPM	JPMORGAN CHASE & CO	Financials	2.27%
4	XOM	EXXON MOBIL CORP	Energy	2.19%
5	RS	RELIANCE, INC.	Consumer Discretionary	2.14%
6	HCA	HCA Healthcare, Inc.	Health Care	2.13%
7	DELL	Dell Technologies Inc.	Information Technology	2.12%
8	DTM	DT Midstream, Inc.	Utilities	2.09%
9	STX	Seagate Technology Holdings plc	Information Technology	2.00%
10	DAL	DELTA AIR LINES, INC.	Industrials	1.93%

133/173 names classified · sector 96.5% of weight · industry 96.5% · mkt cap 96.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

FinancialsMS, JPM, ALL, RJF, C · other

IndustrialsLRCX, MAS, FISV, UAL, AAL · other

Information TechnologyAAPL, EA, TER, MSFT, CACI · other

Consumer DiscretionaryRS, AZO, SONO, MCK, THO · other

Health CareBDX, HCA, MDT, ZBH, BSX · other

EnergyCVX, XOM, OXY, SLB, COP · other

Communication ServicesT, GOOG, PRKS, DIS, SSP · other

MaterialsHWM, GT, CSL, MDU, SOLS · other

Consumer StaplesPEP, MDLZ, CVS, KR, SJM · other

UtilitiesDTM, TXNM, ES, DTE, IDA · other

Real EstateWELL, CDP, VICI, RHP, ELME · other

UnclassifiedCMA, TGNA, GANNETT INC, TOWER INTL INC, ARCONIC INC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 96.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (120 classified)DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC centroid (Mid Core)

IndustrialsFinancialsInformation TechnologyConsumer DiscretionaryHealth CareUtilitiesMaterialsEnergyCommunication ServicesConsumer StaplesReal Estate

Style box summary for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC: centroid Mid Core. Heaviest cells: Large Core 15.3%, Large Value 13.4%, Mid Core 10.8%.

Classified: 89.1% of book weight (120/167 names) · unclassified 10.9%: SOLS, SONO, OI, , TTWO, VSH, MPLX, VONG, EPD, SPY +37 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 173 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	JBTMJBT MAREL CORPORATION	384,477	$49M	2.4%	ADD 20%
2	TERTERADYNE INC	165,073	$49M	2.3%	TRIM −12%
3	JPMJPMORGAN CHASE & CO	161,057	$47M	2.3%	HOLD
4	XOMEXXON MOBIL CORP	268,720	$46M	2.2%	TRIM −2%
5	RSRELIANCE INC	147,135	$45M	2.1%	HOLD
6	HCAHCA HEALTHCARE INC	93,807	$44M	2.1%	TRIM −16%
7	DELLDELL TECHNOLOGIES INC	269,198	$44M	2.1%	HOLD
8	DTMDT MIDSTREAM INC	323,922	$44M	2.1%	HOLD
9	STXSEAGATE TECHNOLOGY HLDNGS PL	106,694	$42M	2.0%	TRIM −21%
10	DALDELTA AIR LINES INC	604,391	$40M	1.9%	ADD 15%
11	CACICACI INTL INC	73,854	$40M	1.9%	HOLD
12	CVXCHEVRON CORP NEW	192,569	$40M	1.9%	HOLD
13	CBCHUBB LIMITED	117,429	$38M	1.8%	HOLD
14	LRCXLAM RESEARCH CORP	177,832	$38M	1.8%	TRIM −30%
15	MSMORGAN STANLEY	230,468	$38M	1.8%	TRIM −24%
16	RJFRAYMOND JAMES FINL INC	258,209	$37M	1.8%	HOLD
17	GOOGALPHABET INC	123,101	$35M	1.7%	TRIM −3%
18	BLBDBLUE BIRD CORP	620,344	$35M	1.7%	HOLD
19	IDAIDACORP INC	242,392	$35M	1.7%	ADD 50%
20	BDXBECTON DICKINSON & CO	219,170	$34M	1.7%	ADD 43%
21	AZOAUTOZONE INC	10,157	$34M	1.6%	HOLD
22	HONHONEYWELL INTL INC	146,253	$33M	1.6%	ADD 32%
23	SOLSSOLSTICE ADVANCED MATLS INC	430,176	$33M	1.6%	HOLD
24	MDUMDU RES GROUP INC	1,553,740	$32M	1.5%	HOLD
25	RTXRTX CORPORATION	164,965	$32M	1.5%	HOLD
26	CSLCARLISLE COS INC	95,098	$32M	1.5%	HOLD
27	TFCTRUIST FINL CORP	677,954	$31M	1.5%	HOLD
28	AMZNAMAZON COM INC	148,477	$31M	1.5%	ADD 31%
29	PNRPENTAIR PLC	352,494	$31M	1.5%	HOLD
30	ANFABERCROMBIE & FITCH CO	318,824	$29M	1.4%	HOLD
31	PNWPINNACLE WEST CAP CORP	277,025	$28M	1.3%	HOLD
32	PEPPEPSICO INC	179,598	$28M	1.3%	HOLD
33	WMWASTE MGMT INC DEL	120,579	$28M	1.3%	HOLD
34	PNCPNC FINL SVCS GROUP INC	133,013	$28M	1.3%	HOLD
35	CVSCVS HEALTH CORP	381,630	$27M	1.3%	HOLD
36	TOLTOLL BROTHERS INC	199,230	$27M	1.3%	HOLD
37	SONOSONOS INC	1,954,566	$26M	1.3%	HOLD
38	HWMHOWMET AEROSPACE INC	113,405	$26M	1.3%	TRIM −15%
39	LHLABCORP HOLDINGS INC	97,275	$26M	1.2%	NEW
40	LHXL3HARRIS TECHNOLOGIES INC	73,045	$25M	1.2%	HOLD
41	FHNFIRST HORIZON CORPORATION	1,104,988	$25M	1.2%	NEW
42	BCBRUNSWICK CORP	345,461	$25M	1.2%	HOLD
43	MASMASCO CORP	407,197	$25M	1.2%	HOLD
44	WTWWILLIS TOWERS WATSON PLC LTD	83,852	$24M	1.2%	HOLD
45	TAT&T INC	799,125	$23M	1.1%	ADD 3%
46	AAGILENT TECHNOLOGIES INC	196,880	$22M	1.1%	ADD 48%
47	OIO-I GLASS INC	2,111,387	$22M	1.1%	ADD 4%
48	AUBATLANTIC UN BANKSHARES CORP	616,040	$22M	1.1%	ADD 419%
49	MUMICRON TECHNOLOGY INC	61,046	$21M	1.0%	TRIM −33%
50	RHPRYMAN HOSPITALITY PPTYS INC	222,649	$21M	1.0%	HOLD
51	COFCAPITAL ONE FINL CORP	110,959	$20M	1.0%	TRIM −26%
52	FISVFISERV INC	360,227	$20M	1.0%	ADD 105%
53	LKQLKQ CORP	674,177	$20M	0.9%	HOLD
54	CITHE CIGNA GROUP	74,148	$20M	0.9%	HOLD
55	SJMSMUCKER J M CO	191,295	$18M	0.9%	NEW
56	TTWOTAKE-TWO INTERACTIVE SOFTWAR	91,987	$18M	0.9%	NEW
57	MSFTMICROSOFT CORP	48,978	$18M	0.9%	HOLD
58	PGRPROGRESSIVE CORP	89,882	$18M	0.9%	HOLD
59	VSHVISHAY INTERTECHNOLOGY INC	975,493	$18M	0.8%	HOLD
60	AAPLAPPLE INC	68,936	$17M	0.8%	TRIM −3%
61	PRKSUNITED PARKS & RESORTS INC	520,835	$17M	0.8%	HOLD
62	MPLXMPLX LP	227,482	$13M	0.6%	HOLD
63	VONGVANGUARD SCOTTSDALE FDS	114,740	$13M	0.6%	TRIM −24%
64	EPDENTERPRISE PRODS PARTNERS L	296,144	$11M	0.5%	HOLD
65	SPYSTATE STR SPDR S&P 500 ETF T	11,489	$7M	0.4%	HOLD
66	FIXCOMFORT SYS USA INC	5,351	$7M	0.4%	TRIM −17%
67	VTIVANGUARD INDEX FDS	21,284	$7M	0.3%	TRIM −23%
68	UHSUniversal Health Svcs., Cl. B	34,425	$6M	0.3%	HOLD
69	AGCOAGCO CORP	51,026	$6M	0.3%	HOLD
70	VNOMVIPER ENERGY INC	122,020	$6M	0.3%	TRIM −8%
71	RYAMRAYONIER ADVANCED MATLS INC	494,825	$5M	0.3%	NEW
72	CCKCROWN HLDGS INC	54,505	$5M	0.3%	ADD 24%
73	MKSIMKS INSTRUMENT INC	23,630	$5M	0.3%	HOLD
74	GOOGLALPHABET INC	18,077	$5M	0.2%	ADD 3%
75	OUTOUTFRONT MEDIA INC	194,390	$5M	0.2%	TRIM −3%
76	WATWATERS CORP	16,312	$5M	0.2%	ADD 22%
77	EVREVERCORE INC	16,090	$5M	0.2%	TRIM −33%
78	ALKAlaska Air Group, Inc.	123,160	$5M	0.2%	ADD 24%
79	TCBXTHIRD COAST BANCSHARES INC	119,710	$5M	0.2%	ADD 35%
80	WEXWEX INC	29,375	$4M	0.2%	ADD 34%
81	IGICINTL GNRL INSURANCE HLDNGS L	185,110	$4M	0.2%	HOLD
82	FIFTH THIRD BANCORP-CALLABLE	169,815	$4M	0.2%	NEW
83	PSTLPOSTAL REALTY TRUST INC	235,895	$4M	0.2%	HOLD
84	REGIONS FINANCIAL	172,609	$4M	0.2%	ADD 13%
85	VCSHVANGUARD SCOTTSDALE FDS	53,835	$4M	0.2%	ADD 7%
86	PRSUPURSUIT ATTRACTIONS AND HOSP	110,290	$4M	0.2%	HOLD
87	IUSVISHARES TR	39,278	$4M	0.2%	ADD 6%
88	NWENORTHWESTERN ENERGY GROUP IN	60,695	$4M	0.2%	HOLD
89	FDPFRESH DEL MONTE PRODUCE INC	99,415	$4M	0.2%	HOLD
90	STESTERIS PLC	16,845	$4M	0.2%	HOLD
91	ENOVENOVIS CORPORATION	160,910	$4M	0.2%	ADD 46%
92	JKHYHENRY JACK & ASSOC INC	22,332	$4M	0.2%	HOLD
93	CSVCARRIAGE SVCS INC	76,905	$4M	0.2%	HOLD
94	WELLS FARGO CO NEW	2,908	$3M	0.2%	HOLD
95	CLHCLEAN HARBORS INC	10,925	$3M	0.2%	HOLD
96	DINOHF SINCLAIR CORP	45,779	$3M	0.1%	TRIM −35%
97	GLPIGAMING & LEISURE P	63,420	$3M	0.1%	HOLD
98	CRCCALIFORNIA RES CORP	40,270	$3M	0.1%	HOLD
99	PUBLIC STORA 4 625 PFDPFD SER L	155,824	$3M	0.1%	ADD 17%
100	TXOTXO PARTNERS LP	206,500	$3M	0.1%	ADD 24%
101	MTCHMATCH GROUP INC NEW	68,825	$2M	0.1%	HOLD
102	M &T BK CORP DEP	73,170	$2M	0.1%	HOLD
103	BANK OF AMERICA CORPORATION PFD 1/1200SER2	96,918	$2M	0.1%	HOLD
104	NVDANVIDIA CORPORATION	9,323	$2M	0.1%	TRIM −5%
105	IWMISHARES TR	6,244	$2M	0.1%	HOLD
106	VEUVANGUARD INTL EQUITY INDEX F	19,196	$1M	0.1%	TRIM −25%
107	COSTCOSTCO WHSL CORP NEW	1,423	$1M	0.1%	TRIM −26%
108	ORLYOREILLY AUTOMOTIVE INC	15,140	$1M	0.1%	HOLD
109	LLYELI LILLY & CO	1,514	$1M	0.1%	TRIM −32%
110	VCITVANGUARD SCOTTSDALE FDS	16,028	$1M	0.1%	HOLD
111	JNJJOHNSON & JOHNSON	4,872	$1M	0.1%	ADD 28%
112	METAMETA PLATFORMS INC	1,990	$1M	0.1%	HOLD
113	BRK.BBERKSHIRE HATHAWAY INC DEL	2,071	$992,000	0.0%	ADD 33%
114	IWBISHARES TR	2,573	$917,000	0.0%	HOLD
115	BACBANK AMERICA CORP	16,880	$823,000	0.0%	HOLD
116	NFLXNETFLIX INC	8,420	$810,000	0.0%	TRIM −11%
117	QQQINVESCO QQQ TR	1,399	$807,000	0.0%	TRIM −17%
118	AXPAMERICAN EXPRESS CO	2,620	$792,000	0.0%	ADD 23%
119	GSGOLDMAN SACHS GROUP INC	875	$740,000	0.0%	HOLD
120	ADIANALOG DEVICES INC	2,314	$736,000	0.0%	HOLD
121	GWWWW GRAINGER INC	652	$711,000	0.0%	HOLD
122	CSCOCISCO SYS INC	8,972	$696,000	0.0%	HOLD
123	VUSBVANGUARD BD INDEX FDS	13,810	$688,000	0.0%	HOLD
124	VTWGVANGUARD SCOTTSDALE FDS	2,973	$681,000	0.0%	TRIM −45%
125	SYKSTRYKER CORPORATION	2,050	$674,000	0.0%	TRIM −13%
126	ALLALLSTATE CORP	3,075	$638,000	0.0%	TRIM −97%
127	VXUSVANGUARD STAR FDS	8,050	$621,000	0.0%	HOLD
128	HYGISHARES TR	7,255	$577,000	0.0%	HOLD
129	BKLNINVESCO EXCH TRADED FD TR II	26,775	$546,000	0.0%	HOLD
130	NVSNOVARTIS AG	3,492	$533,000	0.0%	ADD 69%
131	AVGOBROADCOM INC	1,694	$524,000	0.0%	ADD 2%
132	VTWOVANGUARD SCOTTSDALE FDS	5,026	$503,000	0.0%	TRIM −51%
133	Allstate Corp	18,000	$458,000	0.0%	HOLD
134	IWDISHARES TR	2,060	$440,000	0.0%	HOLD
135	CATCATERPILLAR INC	619	$439,000	0.0%	HOLD
136	VVISA INC	1,437	$434,000	0.0%	TRIM −17%
137	HIGHARTFORD INSURANCE GROUP INC	3,000	$406,000	0.0%	HOLD
138	EFAISHARES TR	4,050	$393,000	0.0%	TRIM −72%
139	PRFINVESCO EXCHANGE TRADED FD T	8,002	$380,000	0.0%	HOLD
140	WMTWALMART INC	3,012	$374,000	0.0%	HOLD
141	KBESPDR SERIES TRUST	6,200	$369,000	0.0%	HOLD
142	KOCOCA COLA CO	4,764	$362,000	0.0%	HOLD
143	VNQVANGUARD INDEX FDS	3,875	$344,000	0.0%	TRIM −23%
144	VONVVANGUARD SCOTTSDALE FDS	3,475	$326,000	0.0%	HOLD
145	MRKMERCK & CO INC	2,703	$325,000	0.0%	HOLD
146	REGNREGENERON PHARMACEUTICALS	410	$317,000	0.0%	HOLD
147	FLOTISHARES TR	6,100	$311,000	0.0%	HOLD
148	MTNVAIL RESORTS INC	2,375	$305,000	0.0%	HOLD
149	HBANHUNTINGTON BANCSHARES INC	17,764	$278,000	0.0%	HOLD
150	FANGDIAMONDBACK ENERGY INC	1,400	$277,000	0.0%	HOLD
151	FITBFIFTH THIRD BANCORP	5,746	$267,000	0.0%	NEW
152	MCKMCKESSON CORP	300	$260,000	0.0%	HOLD
153	VSDMVANGUARD SHORT	3,400	$259,000	0.0%	HOLD
154	VCRMVANGUARD MUN BD FDS	3,400	$256,000	0.0%	HOLD
155	PFEPFIZER INC	8,925	$251,000	0.0%	TRIM −8%
156	ETNEATON CORP PLC	702	$251,000	0.0%	TRIM −25%
157	PXFINVESCO EXCH TRADED FD TR II	3,570	$250,000	0.0%	HOLD
158	DEDEERE & CO	430	$242,000	0.0%	TRIM −4%
159	VICIVICI PPTYS INC	8,754	$239,000	0.0%	HOLD
160	KEYKEYCORP	11,800	$237,000	0.0%	HOLD
161	TTETotalEnergies SE	2,600	$237,000	0.0%	NEW
162	UNHUNITEDHEALTH GROUP INC	860	$233,000	0.0%	TRIM −17%
163	VWOVANGUARD INTL EQUITY INDEX F	4,300	$232,000	0.0%	HOLD
164	NSRGYNESTLE S A SPONSORED ADR	2,290	$227,000	0.0%	NEW
165	IAUISHARES GOLD TR	2,500	$220,000	0.0%	HOLD
166	FDXFEDEX CORP	610	$217,000	0.0%	NEW
167	VONEVanguard Russell 1000 ETF	725	$214,000	0.0%	HOLD
168	KVUEKENVUE INC	12,098	$209,000	0.0%	HOLD
169	UALUNITED AIRLS HLDGS INC	2,250	$207,000	0.0%	HOLD
170	GLWCORNING INC	1,500	$204,000	0.0%	NEW
171	GSYINVESCO ACTIVELY MANAGED EXC	4,000	$200,000	0.0%	HOLD
172	APLEApple Hospitality REIT, Inc.	10,400	$120,000	0.0%	TRIM −28%
173	NIMNUVEEN SELECT MAT MUN FD	11,500	$109,000	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JBTMJBT MAREL CORPORATION

245K

331K

327K

321K

384K

$49M

TERTERADYNE INC

184K

192K

191K

187K

165K

$49M

JPMJPMORGAN CHASE & CO

173K

171K

167K

166K

162K

161K

$47M

XOMEXXON MOBIL CORP

285K

283K

282K

280K

275K

269K

$46M

RSRELIANCE INC

150K

149K

150K

148K

147K

$45M

HCAHCA HEALTHCARE INC

121K

120K

118K

117K

111K

94K

$44M

DELLDELL TECHNOLOGIES INC

211K

281K

277K

271K

269K

$44M

DTMDT MIDSTREAM INC

345K

346K

341K

338K

330K

324K

$44M

STXSEAGATE TECHNOLOGY HLDNGS PL

—

123K

138K

135K

107K

$42M

DALDELTA AIR LINES INC

702K

543K

542K

536K

527K

604K

$40M

CACICACI INTL INC

78K

77K

75K

74K

$40M

CVXCHEVRON CORP NEW

200K

199K

197K

195K

193K

$40M

CBCHUBB LIMITED

124K

123K

121K

120K

118K

117K

$38M

LRCXLAM RESEARCH CORP

266K

263K

261K

253K

178K

$38M

MSMORGAN STANLEY

327K

323K

317K

313K

303K

230K

$38M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 173 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC