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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 1 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XEL Xcel Energy Inc Utilities 121,466.0 $9.8M 1.28% -4K -3.1% $80.30 -2.0%
2 BK Bank of New York Mellon Corp Financial Services 67,234.0 $9.7M 1.28% -2K -3.4% $144.61 -1.9%
3 KNX Knight-Swift Transportation Ho Industrials 103,057.0 $8.0M 1.05% -3K -3.0% $77.87 -10.9%
4 AMGN Amgen Inc Healthcare 22,037.0 $8.0M 1.05% -1K -6.2% $362.12 +19.8%
5 JPM JP Morgan Chase & Co Financial Services 23,558.0 $7.7M 1.01% -1K -4.9% $327.33 +7.4%
6 PNC PNC Financial Services Group Financial Services 30,148.0 $7.4M 0.98% -2K -5.4% $246.22 -1.9%
7 EOG EOG Resources Inc Energy 56,538.0 $7.3M 0.96% -3K -5.7% $129.73 +17.3%
8 PEP PepsiCo Inc Consumer Defensive 53,552.0 $7.3M 0.95% -3K -6.0% $135.40 +4.9%
9 TXN Texas Instruments Inc Technology 23,846.0 $7.1M 0.93% -3K -10.7% $298.07 -10.9%
10 LFUS Littelfuse Inc Technology 14,945.0 $6.8M 0.89% -9K -38.5% $455.33 -9.5%
11 CVX Chevron Corp Energy 38,257.0 $6.3M 0.83% -11K -22.3% $165.76 +24.2%
12 PFG Principal Financial Group Inc Financial Services 57,557.0 $6.2M 0.81% -4K -6.1% $107.78 +2.6%
13 MO Altria Group Inc Consumer Defensive 83,696.0 $6.0M 0.79% -12K -12.9% $71.95 -7.0%
14 JNJ Johnson & Johnson Healthcare 23,426.0 $5.9M 0.78% -14K -37.5% $253.97 +5.3%
15 KEYS Keysight Technologies Inc Technology 16,988.0 $5.9M 0.78% -10K -36.5% $350.07 -9.6%
16 ITW Illinois Tool Works Inc Industrials 21,928.0 $5.9M 0.78% -2K -6.6% $270.47 +4.5%
17 LAMR Lamar Advertising Co Real Estate 37,875.0 $5.9M 0.78% -3K -6.4% $155.98 -3.2%
18 REYN Reynolds Consumer Products Consumer Cyclical 219,498.0 $5.9M 0.78% -38K -14.8% $26.85 -5.0%
19 Duke Energy Corp 46,471.0 $5.9M 0.77% -3K -5.3% $126.58
20 VZ Verizon Communications Inc Communication Services 131,538.0 $5.6M 0.73% -8K -5.7% $42.34 +16.2%
Page 1 of 5  ·  90 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%