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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 PBH Prestige Consumer Healthcare I Healthcare 96,630 $5.7M 0.81% SOLD
2 CTRA Coterra Energy Inc Energy 146,499 $5.1M 0.72% SOLD
3 KMT Kennametal Inc Industrials 114,180 $4.1M 0.58% SOLD
4 GTES Gates Industrial Corp PLC Industrials 181,502 $4.1M 0.58% SOLD
5 ALG Alamo Group Inc Industrials 23,914 $3.9M 0.56% SOLD
6 AEIS Advanced Energy Inds Industrials 11,172 $3.6M 0.51% SOLD
7 SYY Sysco Corp Consumer Defensive 44,018 $3.1M 0.44% SOLD
8 AVO Mission Produce Inc Consumer Defensive 213,373 $2.9M 0.41% SOLD
9 CMCSA Comcast Corp Communication Services 91,848 $2.6M 0.37% SOLD
10 CSGS CSG Systems International Inc Technology 24,072 $1.9M 0.27% SOLD
11 DHIL Diamond Hill Investment Group Financial Services 6,445 $1.1M 0.16% SOLD
12 ASTE Astec Industries Inc Industrials 9,498 $511K 0.07% SOLD
13 LEG Leggett & Platt Inc Consumer Cyclical 46,936 $464K 0.07% SOLD
14 WGO Winnebago Industries Inc Consumer Cyclical 13,909 $431K 0.06% SOLD
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%