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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 4 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCRH QCR Holdings Inc Financial Services 53,393.0 $4.4M 0.64% NEW $83.30 +9.6%
62 DOV Dover Corp Industrials 22,750.0 $4.4M 0.64% NEW $195.24 +6.4%
63 RGA Reinsurance Group Of America Financial Services 21,680.0 $4.4M 0.63% NEW $203.46 +5.2%
64 PRU Prudential Financial Inc Financial Services 39,032.0 $4.4M 0.63% NEW $112.88 -8.6%
65 LNT Alliant Energy Corp Utilities 66,671.0 $4.3M 0.62% NEW $65.01 +12.7%
66 HD Home Depot Inc Consumer Cyclical 12,481.0 $4.3M 0.61% NEW $344.10 -8.8%
67 TROW T Rowe Price Group Inc Financial Services 41,259.0 $4.2M 0.60% NEW $102.38 -0.5%
68 REGCO Regency Centers Corp Real Estate 61,038.0 $4.2M 0.60% NEW $69.03 -66.9%
69 DGX Quest Diagnostics Inc Healthcare 24,269.0 $4.2M 0.60% NEW $173.53 +11.7%
70 IFF International Flavors & Fragra Basic Materials 62,063.0 $4.2M 0.60% NEW $67.39 +11.7%
71 EIG Employers Holdings Financial Services 96,072.0 $4.1M 0.59% NEW $43.17 +1.4%
72 AVY Avery Dennison Corp Industrials 22,734.0 $4.1M 0.59% NEW $181.88 -12.6%
73 ITT ITT Inc Industrials 23,633.0 $4.1M 0.59% NEW $173.51 +11.0%
74 CBRE CBRE Group Inc Real Estate 25,198.0 $4.1M 0.58% NEW $160.79 -18.5%
75 BKR Baker Hughes Co Energy 88,772.0 $4.0M 0.58% NEW $45.54 +44.5%
76 KMI Kinder Morgan Inc Energy 144,479.0 $4.0M 0.57% NEW $27.49 +21.9%
77 CNP Centerpoint Energy Inc Utilities 103,493.0 $4.0M 0.57% NEW $38.34 +10.8%
78 BRC Brady Corp Industrials 49,764.0 $3.9M 0.56% NEW $78.37 +7.9%
79 AVB Avalonbay Communities Inc Real Estate 21,366.0 $3.9M 0.55% NEW $181.31 +1.5%
80 BNL Broadstone Net Lease Real Estate 222,386.0 $3.9M 0.55% NEW $17.37 +17.5%
Page 4 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%