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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 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADBE Adobe Systems Inc Technology 2,933.0 $601K 0.08% +109.0 +3.9% $205.02 +32.8%
182 MHK Mohawk Industries Inc Consumer Cyclical 4,305.0 $522K 0.07% -85.0 -1.9% $121.33 +10.0%
183 PVH PVH Corp Consumer Cyclical 5,888.0 $437K 0.06% NEW $74.26 +2.5%
184 PM Philip Morris International Consumer Defensive 2,260.0 $409K 0.05% $180.91 +5.9%
185 FISV Fiserv Inc Technology 7,630.0 $374K 0.05% -164.0 -2.1% $49.05 +4.8%
186 EMR Emerson Electric Co Industrials 2,479.0 $355K 0.05% $143.15 +8.1%
187 MET Metlife Inc Financial Services 4,073.0 $345K 0.04% $84.61 +10.5%
188 AMP Ameriprise Financial Inc Financial Services 657.0 $301K 0.04% $458.76 +19.3%
189 AIR AAR Corp Industrials 1,960.0 $280K 0.04% -27K -93.3% $142.93 -7.4%
190 BELFB Bel Fuse Inc Cl B Technology 817.0 $272K 0.04% -20K -96.1% $333.04 -21.2%
191 ELV Elevance Health Inc Healthcare 700.0 $271K 0.04% -6.0 -0.8% $386.73 +2.5%
192 AZO AutoZone Inc Consumer Cyclical 80.0 $256K 0.03% -237.0 -74.8% $3195.94 -7.3%
193 VIAV Viavi Solutions Inc Technology 4,737.0 $226K 0.03% -168K -97.3% $47.75 -19.2%
Page 10 of 10  ·  193 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%