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Portfolio (Quarterly) Guide ↗

DEAN INVESTMENT ASSOCIATES, LLC

· CIK 0000846797
13F Portfolio $710M AUM 190 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 77 Added 96 Reduced 20 Exited
Page 4 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG Procter & Gamble Co/The Consumer Defensive 32,235.0 $4.7M 0.66% NEW $144.44 +1.2%
62 SSNC SS&C Technologies Holdings Technology 68,433.0 $4.6M 0.65% +12K +22.1% $67.57 -1.2%
63 ITT ITT Inc Industrials 24,183.0 $4.6M 0.65% +550.0 +2.3% $190.53 +2.3%
64 CNP Centerpoint Energy Inc Utilities 105,894.0 $4.6M 0.64% +2K +2.3% $43.16 +1.4%
65 BWA BorgWarner Inc Consumer Cyclical 83,685.0 $4.5M 0.64% -36K -30.1% $54.26 +18.0%
66 RGA Reinsurance Group Of America Financial Services 22,147.0 $4.5M 0.64% +467.0 +2.1% $204.16 +14.6%
67 LNT Alliant Energy Corp Utilities 62,918.0 $4.5M 0.64% -4K -5.6% $71.76 +6.3%
68 ARW Arrow Electronics Inc Technology 31,437.0 $4.5M 0.64% -3K -8.6% $143.41 +44.0%
69 ZBH Zimmer Biomet Holdings Inc Healthcare 48,584.0 $4.4M 0.62% +12K +32.1% $90.42 +0.7%
70 BRC Brady Corp Industrials 53,894.0 $4.4M 0.62% +4K +8.3% $81.24 +11.2%
71 WRB WR Berkley Corp Financial Services 65,673.0 $4.4M 0.61% +1K +2.3% $66.28 +8.6%
72 RF Regions Financial Corp Financial Services 165,377.0 $4.3M 0.61% -13K -7.2% $26.12 +18.4%
73 KMI Kinder Morgan Inc Energy 128,306.0 $4.3M 0.61% -16K -11.2% $33.53 -3.0%
74 HAS Hasbro Inc Consumer Cyclical 44,929.0 $4.2M 0.59% +984.0 +2.2% $93.60 -16.2%
75 CAC Camden National Corp Financial Services 88,419.0 $4.2M 0.59% +31K +53.2% $47.45 +13.5%
76 BELFB Bel Fuse Inc Cl B Technology 21,145.0 $4.2M 0.59% -13K -38.8% $197.98 +41.1%
77 BLK BlackRock Inc Financial Services 4,335.0 $4.2M 0.59% -267.0 -5.8% $961.75 +6.6%
78 MKSI MKS Inc Technology 18,132.0 $4.2M 0.59% -5K -22.8% $229.81 +56.0%
79 KMT Kennametal Inc Industrials 114,180.0 $4.1M 0.58% +4K +3.4% $36.13 -5.0%
80 GTES Gates Industrial Corp PLC Industrials 181,502.0 $4.1M 0.58% +3K +1.7% $22.61 +16.1%
Page 4 of 10  ·  190 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 16.0%
Industrials 15.5%
Technology 10.5%
Utilities 10.2%
Consumer Defensive 9.9%
Healthcare 9.2%
Energy 7.9%
Consumer Cyclical 7.3%
Real Estate 6.0%
Basic Materials 4.7%