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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 7 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NEE NextEra Energy Inc Utilities 36,139.0 $3.2M 0.42% -2K -5.9% $87.77 -4.7%
122 Truist Financial Corp 63,489.0 $3.2M 0.42% -5K -6.7% $49.82
123 LMT Lockheed Martin Corp Industrials 6,159.0 $3.1M 0.41% -426.0 -6.5% $509.46 +10.6%
124 CAC Camden National Corp Financial Services 57,500.0 $3.1M 0.41% -31K -35.0% $54.22 +4.5%
125 MZTI Marzetti Company/The Consumer Defensive 27,280.0 $3.1M 0.41% +14K +106.4% $114.16 -2.2%
126 MDLZ Mondelez International Inc Consumer Defensive 52,703.0 $3.0M 0.40% -4K -6.7% $57.84 +11.4%
127 PSA Public Storage Real Estate 9,385.0 $3.0M 0.39% -4K -28.8% $318.31 +1.3%
128 BRC Brady Corp Industrials 32,344.0 $3.0M 0.39% -22K -40.0% $91.57 -0.3%
129 FULT Fulton Financial Corp Financial Services 118,595.0 $2.9M 0.38% +6K +5.2% $24.19 -2.3%
130 SFNC Simmons First National Corp Financial Services 117,941.0 $2.7M 0.35% +72K +154.0% $22.65 +1.6%
131 ATKR Atkore Inc Industrials 34,631.0 $2.6M 0.35% +27K +339.5% $76.04 +23.1%
132 American Tower Corp 15,560.0 $2.5M 0.34% -1K -6.4% $163.57
133 MRSH Marsh & McLennan Companies Inc Financial Services 15,267.0 $2.5M 0.33% -1K -7.2% $166.67 +15.2%
134 BFS Saul Centers Inc Real Estate 66,078.0 $2.5M 0.33% NEW $37.39 -9.8%
135 BMY Bristol Myers Squibb Co Healthcare 42,649.0 $2.5M 0.32% -3K -6.4% $57.62 +16.3%
136 SHOO Steven Madden Ltd Consumer Cyclical 57,664.0 $2.4M 0.32% +21K +58.1% $42.10 +9.5%
137 AGM Federal Agricultural Mortgage Financial Services 11,449.0 $2.3M 0.30% NEW $199.27 +10.8%
138 PFE Pfizer Inc Healthcare 94,713.0 $2.3M 0.30% -6K -6.4% $24.08 +16.6%
139 GSBC Great Southern Bancorp Inc Financial Services 28,750.0 $2.3M 0.30% +17K +136.6% $78.41 +0.9%
140 Berkshire Hathaway Inc - B 4,265.0 $2.1M 0.28% -103.0 -2.4% $500.39
Page 7 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%