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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CL Colgate Palmolive Co Consumer Defensive 10,591.0 $903K 0.13% -399.0 -3.6% $85.23 +6.1%
82 PJT PJT Partners Inc Financial Services 6,347.0 $887K 0.12% -395.0 -5.9% $139.72 +11.1%
83 LOW Lowe's Companies Inc Consumer Cyclical 3,363.0 $795K 0.11% -208.0 -5.8% $236.28 -8.0%
84 SYNA Synaptics Inc Technology 11,104.0 $778K 0.11% -12K -51.3% $70.04 +85.4%
85 GSBC Great Southern Bancorp Inc Financial Services 12,153.0 $767K 0.11% -26K -68.2% $63.13 +12.7%
86 UHS Universal Health Services Inc Healthcare 3,158.0 $565K 0.08% -3K -45.0% $178.97 -8.2%
87 ASTE Astec Industries Inc Industrials 9,498.0 $511K 0.07% -28K -74.4% $53.84 -9.7%
88 ATKR Atkore Inc Industrials 7,879.0 $464K 0.07% -20K -71.7% $58.91 +29.3%
89 LEG Leggett & Platt Inc Consumer Cyclical 46,936.0 $464K 0.07% -116K -71.1% $9.88 +1.6%
90 WGO Winnebago Industries Inc Consumer Cyclical 13,909.0 $431K 0.06% -43K -75.6% $30.99 -5.9%
91 PM Philip Morris International Consumer Defensive 2,260.0 $374K 0.05% -175.0 -7.2% $165.34 +14.1%
92 EMR Emerson Electric Co Industrials 2,479.0 $325K 0.05% -16.0 -0.6% $131.02 +3.0%
93 WKC World Kinect Corp Energy 13,059.0 $301K 0.04% -30K -69.4% $23.07 +26.1%
94 AMP Ameriprise Financial Inc Financial Services 657.0 $292K 0.04% -4K -84.5% $444.40 +1.4%
95 MET Metlife Inc Financial Services 4,091.0 $289K 0.04% -33.0 -0.8% $70.72 +19.2%
96 ELV Elevance Health Inc Healthcare 706.0 $207K 0.03% -10.0 -1.4% $292.75 +33.2%
Page 5 of 5  ·  96 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%