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Portfolio (Quarterly) Guide ↗

DEAN INVESTMENT ASSOCIATES, LLC

· CIK 0000846797
13F Portfolio $761M AUM 193 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 74 Added 90 Reduced 14 Exited
Page 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVY Avery Dennison Corp Industrials 37,865.0 $6.1M 0.81% +9K +32.3% $162.35 +12.5%
22 AIZ Assurant Inc Financial Services 22,644.0 $6.1M 0.80% +407.0 +1.8% $268.53 +5.0%
23 AVB Avalonbay Communities Inc Real Estate 30,435.0 $5.7M 0.76% +8K +38.6% $188.69 -2.5%
24 RPM RPM Intl Inc Basic Materials 50,841.0 $5.7M 0.74% +14K +39.5% $111.15 -0.8%
25 LHX L3Harris Technologies Inc Industrials 18,740.0 $5.4M 0.72% +193.0 +1.0% $290.59 -6.9%
26 OGE OGE Energy Corp Utilities 110,557.0 $5.4M 0.71% +2K +1.9% $48.66 -4.0%
27 USFD US Foods Holding Corp Consumer Defensive 52,597.0 $5.4M 0.71% +8K +18.3% $102.25 +6.1%
28 ADUS Addus Homecare Corp Healthcare 53,253.0 $5.4M 0.70% +10K +23.7% $100.47 +20.0%
29 HIG Hartford Insurance Group Inc Financial Services 40,268.0 $5.3M 0.70% +5K +14.4% $132.52 +3.5%
30 DGX Quest Diagnostics Inc Healthcare 25,144.0 $5.3M 0.70% +498.0 +2.0% $211.95 +13.8%
31 DOV Dover Corp Industrials 23,581.0 $5.3M 0.69% +429.0 +1.9% $224.28 -10.9%
32 WKC World Kinect Corp Energy 157,636.0 $5.2M 0.68% +145K +1107.1% $32.94 +9.0%
33 RF Regions Financial Corp Financial Services 168,305.0 $5.1M 0.67% +3K +1.8% $30.20 +0.1%
34 REGCO Regency Centers Corp Real Estate 63,561.0 $5.1M 0.67% +1K +2.1% $79.74 -72.3%
35 MAS Masco Corp Industrials 61,052.0 $5.0M 0.65% +7K +12.9% $81.37 -9.8%
36 CBRE CBRE Group Inc Real Estate 36,542.0 $4.9M 0.65% +11K +41.2% $134.69 +12.7%
37 ITT Inc 24,519.0 $4.8M 0.64% +336.0 +1.4% $197.76
38 BJ BJ's Wholesale Club Holdings Consumer Defensive 55,571.0 $4.8M 0.64% +768.0 +1.4% $87.22 +4.6%
39 CPK Chesapeake Utilities Corp Utilities 39,532.0 $4.8M 0.64% +15K +64.3% $122.48 +12.3%
40 ATO Atmos Energy Corp Utilities 27,954.0 $4.8M 0.63% +548.0 +2.0% $172.27 -1.0%
Page 2 of 4  ·  74 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 18.7%
Industrials 15.2%
Utilities 10.4%
Consumer Defensive 9.9%
Technology 9.5%
Healthcare 9.0%
Consumer Cyclical 8.7%
Real Estate 6.9%
Energy 5.4%
Basic Materials 4.2%