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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 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RGA Reinsurance Group Of America Financial Services 22,492.0 $4.8M 0.63% +345.0 +1.6% $212.65 +14.3%
42 CNP Centerpoint Energy Inc Utilities 107,763.0 $4.7M 0.62% +2K +1.8% $44.04 -10.9%
43 WRB WR Berkley Corp Financial Services 66,843.0 $4.7M 0.62% +1K +1.8% $70.53 -1.6%
44 HD Home Depot Inc Consumer Cyclical 13,314.0 $4.7M 0.62% +1K +11.7% $352.68 -4.6%
45 RSG Republic Services Inc Industrials 22,016.0 $4.7M 0.62% +4K +19.7% $213.08 +3.3%
46 CATY Cathay General Bancorp Financial Services 75,633.0 $4.7M 0.62% +55K +274.7% $61.99 -0.0%
47 YETI Yeti Holdings Inc Consumer Cyclical 93,395.0 $4.6M 0.61% +17K +22.1% $49.56 -11.9%
48 LEVI Levi Strauss & Co- Class A Consumer Cyclical 181,597.0 $4.5M 0.59% +3K +1.9% $24.83 -13.5%
49 BLK BlackRock Inc Financial Services 4,573.0 $4.4M 0.58% +238.0 +5.5% $961.60 +19.6%
50 RJF Raymond James Financial Inc Financial Services 28,568.0 $4.3M 0.57% +496.0 +1.8% $152.03 +15.0%
51 SSNC SS&C Technologies Holdings Technology 69,637.0 $4.3M 0.57% +1K +1.8% $62.05 +33.3%
52 HAS Hasbro Inc Consumer Cyclical 52,128.0 $4.3M 0.57% +7K +16.0% $82.59 +13.8%
53 AGCO AGCO Corp Industrials 35,770.0 $4.3M 0.56% +716.0 +2.0% $119.70 -12.7%
54 STAG Stag Industrial Inc Real Estate 111,938.0 $4.3M 0.56% +2K +1.8% $38.06 -3.7%
55 ZBH Zimmer Biomet Holdings Inc Healthcare 49,486.0 $4.3M 0.56% +902.0 +1.9% $86.09 +16.4%
56 PHM PulteGroup Inc Consumer Cyclical 30,610.0 $4.2M 0.55% +559.0 +1.9% $137.21 -6.4%
57 EMN Eastman Chemical Co Basic Materials 62,447.0 $4.2M 0.55% +1K +1.7% $66.98 +11.3%
58 JJSF J & J Snack Foods Corp Consumer Defensive 55,377.0 $4.1M 0.54% +32K +140.3% $73.45 +20.9%
59 DOX Amdocs Ltd Technology 74,810.0 $3.8M 0.50% +12K +19.1% $50.54 +21.7%
60 CTSH Cognizant Technology Solutions Technology 95,886.0 $3.7M 0.49% +80K +501.2% $38.73 +61.2%
Page 3 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%