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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 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LEG Leggett & Platt Inc Consumer Cyclical 46,936.0 $464K 0.07% -116K -71.1% $9.88 +1.6%
182 FISV Fiserv Inc Technology 7,794.0 $435K 0.06% +4K +119.9% $55.80 +0.0%
183 MHK Mohawk Industries Inc Consumer Cyclical 4,390.0 $432K 0.06% +2K +76.7% $98.46 +3.9%
184 WGO Winnebago Industries Inc Consumer Cyclical 13,909.0 $431K 0.06% -43K -75.6% $30.99 -5.9%
185 PM Philip Morris International Consumer Defensive 2,260.0 $374K 0.05% -175.0 -7.2% $165.34 +14.1%
186 EMR Emerson Electric Co Industrials 2,479.0 $325K 0.05% -16.0 -0.6% $131.02 +3.0%
187 WKC World Kinect Corp Energy 13,059.0 $301K 0.04% -30K -69.4% $23.07 +26.1%
188 AMP Ameriprise Financial Inc Financial Services 657.0 $292K 0.04% -4K -84.5% $444.40 +1.4%
189 MET Metlife Inc Financial Services 4,091.0 $289K 0.04% -33.0 -0.8% $70.72 +19.2%
190 ELV Elevance Health Inc Healthcare 706.0 $207K 0.03% -10.0 -1.4% $292.75 +33.2%
Page 10 of 10  ·  190 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%