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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 6 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PR Permian Resources Corp Energy 212,669.0 $3.9M 0.52% -64K -23.0% $18.41 +29.0%
102 QCR Holdings Inc 40,185.0 $3.9M 0.51% -5K -11.4% $97.35
103 MRK Merck & Co Inc Healthcare 29,970.0 $3.9M 0.51% -2K -6.3% $128.50 +18.7%
104 APD Air Products & Chemicals Inc Basic Materials 12,987.0 $3.8M 0.50% -788.0 -5.7% $293.18 +4.1%
105 AEP American Electric Power Utilities 27,721.0 $3.8M 0.50% -11K -28.1% $136.81 -11.6%
106 DOX Amdocs Ltd Technology 74,810.0 $3.8M 0.50% +12K +19.1% $50.54 +21.5%
107 PRU Prudential Financial Inc Financial Services 34,503.0 $3.7M 0.49% -2K -6.5% $107.93 +12.2%
108 KMI Kinder Morgan Inc Energy 116,381.0 $3.7M 0.49% -12K -9.3% $31.97 -3.1%
109 BKR Baker Hughes Co Energy 66,965.0 $3.7M 0.49% -24K -26.3% $55.50 +12.3%
110 CTSH Cognizant Technology Solutions Technology 95,886.0 $3.7M 0.49% +80K +501.2% $38.73 +59.7%
111 MTX Minerals Technologies Inc Basic Materials 49,938.0 $3.7M 0.49% +12K +30.3% $73.97 -3.9%
112 THFF First Financial Corp Financial Services 45,902.0 $3.6M 0.47% +12K +35.3% $77.44 +2.1%
113 PPG PPG Industries Inc Basic Materials 29,291.0 $3.6M 0.47% -2K -6.8% $121.29 -6.3%
114 VSH Vishay Intertechnology Inc Technology 66,022.0 $3.6M 0.47% -138K -67.6% $53.78 -41.2%
115 KBH KB Home Consumer Cyclical 56,428.0 $3.5M 0.46% NEW $62.59 -11.5%
116 STBA S&T Bancorp Inc Financial Services 69,915.0 $3.4M 0.45% +13K +22.6% $49.08 +2.6%
117 PRG PROG Holdings Industrials 73,438.0 $3.4M 0.45% -8K -10.3% $46.61 -16.8%
118 FAST Fastenal Co Industrials 70,722.0 $3.4M 0.45% -4K -5.7% $48.03 +6.7%
119 MSEX Middlesex Water Co Utilities 59,951.0 $3.4M 0.44% NEW $56.16 +3.7%
120 Magnite Inc 167,927.0 $3.2M 0.42% NEW $18.98
Page 6 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 18.8%
Industrials 15.3%
Utilities 10.4%
Consumer Defensive 9.9%
Technology 9.6%
Healthcare 9.1%
Consumer Cyclical 8.8%
Real Estate 6.2%
Energy 5.4%
Basic Materials 4.2%