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Portfolio (Quarterly) Guide ↗

DEAN INVESTMENT ASSOCIATES, LLC

· CIK 0000846797
13F Portfolio $710M AUM 190 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 77 Added 96 Reduced 20 Exited
Page 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EHC Encompass Health Corp Healthcare 54,032.0 $5.2M 0.74% +5K +10.4% $96.73 +8.5%
22 OGE OGE Energy Corp Utilities 108,487.0 $5.2M 0.73% +20K +22.4% $47.96 +1.2%
23 CTRA Coterra Energy Inc Energy 146,499.0 $5.1M 0.72% +3K +2.1% $35.14 -7.3%
24 PAYX Paychex Inc Industrials 55,072.0 $5.1M 0.71% +13K +32.2% $92.12 +5.3%
25 ATO Atmos Energy Corp Utilities 27,406.0 $5.1M 0.71% +655.0 +2.5% $184.72 -3.7%
26 AVY Avery Dennison Corp Industrials 28,620.0 $4.9M 0.70% +6K +25.9% $172.68 -7.5%
27 AIZ Assurant Inc Financial Services 22,237.0 $4.8M 0.68% +561.0 +2.6% $217.81 +17.0%
28 DGX Quest Diagnostics Inc Healthcare 24,646.0 $4.8M 0.68% +377.0 +1.6% $195.98 -0.5%
29 DOV Dover Corp Industrials 23,152.0 $4.8M 0.68% +402.0 +1.8% $208.45 +0.7%
30 HIG Hartford Insurance Group Inc Financial Services 35,208.0 $4.8M 0.67% +689.0 +2.0% $135.23 +0.6%
31 REGCO Regency Centers Corp Real Estate 62,238.0 $4.7M 0.66% +1K +2.0% $75.66 -70.4%
32 EMN Eastman Chemical Co Basic Materials 61,379.0 $4.7M 0.66% +9K +16.7% $76.32 -2.9%
33 SSNC SS&C Technologies Holdings Technology 68,433.0 $4.6M 0.65% +12K +22.1% $67.57 -0.8%
34 ITT ITT Inc Industrials 24,183.0 $4.6M 0.65% +550.0 +2.3% $190.53 +2.4%
35 CNP Centerpoint Energy Inc Utilities 105,894.0 $4.6M 0.64% +2K +2.3% $43.16 -0.8%
36 RGA Reinsurance Group Of America Financial Services 22,147.0 $4.5M 0.64% +467.0 +2.1% $204.16 +4.8%
37 ZBH Zimmer Biomet Holdings Inc Healthcare 48,584.0 $4.4M 0.62% +12K +32.1% $90.42 -5.4%
38 BRC Brady Corp Industrials 53,894.0 $4.4M 0.62% +4K +8.3% $81.24 +7.7%
39 WRB WR Berkley Corp Financial Services 65,673.0 $4.4M 0.61% +1K +2.3% $66.28 +1.9%
40 HAS Hasbro Inc Consumer Cyclical 44,929.0 $4.2M 0.59% +984.0 +2.2% $93.60 -5.9%
Page 2 of 4  ·  77 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 16.0%
Industrials 15.5%
Technology 10.5%
Utilities 10.2%
Consumer Defensive 9.9%
Healthcare 9.2%
Energy 7.9%
Consumer Cyclical 7.3%
Real Estate 6.0%
Basic Materials 4.7%