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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 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MTX Minerals Technologies Inc Basic Materials 49,938.0 $3.7M 0.49% +12K +30.3% $73.97 -3.9%
62 THFF First Financial Corp Financial Services 45,902.0 $3.6M 0.47% +12K +35.3% $77.44 +1.5%
63 STBA S&T Bancorp Inc Financial Services 69,915.0 $3.4M 0.45% +13K +22.6% $49.08 +2.1%
64 MZTI Marzetti Company/The Consumer Defensive 27,280.0 $3.1M 0.41% +14K +106.4% $114.16 -0.9%
65 FULT Fulton Financial Corp Financial Services 118,595.0 $2.9M 0.38% +6K +5.2% $24.19 -2.3%
66 SFNC Simmons First National Corp Financial Services 117,941.0 $2.7M 0.35% +72K +154.0% $22.65 +1.9%
67 ATKR Atkore Inc Industrials 34,631.0 $2.6M 0.35% +27K +339.5% $76.04 +23.1%
68 SHOO Steven Madden Ltd Consumer Cyclical 57,664.0 $2.4M 0.32% +21K +58.1% $42.10 +10.1%
69 GSBC Great Southern Bancorp Inc Financial Services 28,750.0 $2.3M 0.30% +17K +136.6% $78.41 +0.3%
70 SYNA Synaptics Inc Technology 11,435.0 $1.4M 0.19% +331.0 +3.0% $124.23 -21.9%
71 MSFT Microsoft Corp Technology 3,247.0 $1.2M 0.16% +614.0 +23.3% $373.02 +29.8%
72 FDS FactSet Research Systems Inc Financial Services 3,898.0 $897K 0.12% +167.0 +4.5% $230.08 +30.2%
73 UHS Universal Health Services Inc Healthcare 4,050.0 $602K 0.08% +892.0 +28.2% $148.69 +17.3%
74 ADBE Adobe Systems Inc Technology 2,933.0 $601K 0.08% +109.0 +3.9% $205.02 +33.8%
Page 4 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%