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Portfolio (Quarterly) Guide ↗

DEAN INVESTMENT ASSOCIATES, LLC

· CIK 0000846797
13F Portfolio $700M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 199 New
Page 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GTES Gates Industrial Corp PLC Industrials 178,514.0 $3.8M 0.55% NEW $21.47 +12.1%
82 USFD US Foods Holding Corp Consumer Defensive 50,856.0 $3.8M 0.55% NEW $75.32 +7.7%
83 RJF Raymond James Financial Inc Financial Services 23,761.0 $3.8M 0.55% NEW $160.59 -5.3%
84 SAFT Safety Insurance Group Inc Financial Services 48,900.0 $3.8M 0.54% NEW $77.91 -6.5%
85 ARW Arrow Electronics Inc Technology 34,377.0 $3.8M 0.54% NEW $110.18 +93.2%
86 OGE OGE Energy Corp Utilities 88,646.0 $3.8M 0.54% NEW $42.70 +12.6%
87 CTRA Coterra Energy Inc Energy 143,535.0 $3.8M 0.54% NEW $26.32 +23.7%
88 LAD Lithia Motors Inc-Cl A Consumer Cyclical 11,365.0 $3.8M 0.54% NEW $332.33 -17.4%
89 MKSI MKS Inc Technology 23,480.0 $3.8M 0.54% NEW $159.80 +96.0%
90 MCHP Microchip Technology Inc Technology 58,879.0 $3.8M 0.54% NEW $63.72 +43.0%
91 CM Canadian Imperial Bank of Comm Financial Services 41,161.0 $3.7M 0.53% NEW $90.61 +26.8%
92 PR Permian Resources Corp Energy 265,615.0 $3.7M 0.53% NEW $14.03 +48.9%
93 DOX Amdocs Ltd Technology 46,180.0 $3.7M 0.53% NEW $80.51 -22.5%
94 PBH Prestige Consumer Healthcare I Healthcare 60,131.0 $3.7M 0.53% NEW $61.69 -21.8%
95 HAS Hasbro Inc Consumer Cyclical 43,945.0 $3.6M 0.52% NEW $82.00 +9.9%
96 AGCO AGCO Corp Industrials 34,231.0 $3.6M 0.51% NEW $104.32 +7.4%
97 MRK Merck & Co Inc Healthcare 33,870.0 $3.6M 0.51% NEW $105.26 +10.1%
98 PSA Public Storage Real Estate 13,696.0 $3.6M 0.51% NEW $259.50 +16.7%
99 TFC Truist Financial Corp Financial Services 72,161.0 $3.6M 0.51% NEW $49.21 -2.5%
100 APD Air Products & Chemicals Inc Basic Materials 14,234.0 $3.5M 0.50% NEW $247.02 +17.5%
Page 5 of 10  ·  199 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 19.1%
Industrials 15.0%
Technology 10.7%
Utilities 9.5%
Consumer Cyclical 9.2%
Healthcare 8.7%
Consumer Defensive 8.1%
Energy 6.6%
Real Estate 6.5%
Basic Materials 3.2%