BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 6 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RPM RPM Intl Inc Basic Materials 36,451.0 $3.6M 0.51% +34K +1725.3% $99.40 -0.9%
102 AEIS Advanced Energy Inds Industrials 11,172.0 $3.6M 0.51% -16K -59.6% $322.71 +0.3%
103 PRU Prudential Financial Inc Financial Services 36,905.0 $3.6M 0.51% -2K -5.5% $97.69 +5.7%
104 BNL Broadstone Net Lease Real Estate 197,103.0 $3.6M 0.51% -25K -11.4% $18.27 +11.7%
105 AVB Avalonbay Communities Inc Real Estate 21,952.0 $3.6M 0.51% +586.0 +2.7% $163.35 +12.7%
106 SRCE 1st Source Corp Financial Services 51,762.0 $3.6M 0.50% +4K +7.8% $69.21 +6.2%
107 PSA Public Storage Real Estate 13,177.0 $3.6M 0.50% -519.0 -3.8% $270.88 +11.8%
108 NEE Nextera Energy Inc Utilities 38,393.0 $3.6M 0.50% -2K -5.6% $92.88 -3.4%
109 PHM PulteGroup Inc Consumer Cyclical 30,051.0 $3.5M 0.50% +654.0 +2.2% $117.61 -1.1%
110 CBRE CBRE Group Inc Real Estate 25,872.0 $3.5M 0.49% +674.0 +2.7% $135.46 -3.3%
111 FAST Fastenal Co Industrials 74,986.0 $3.5M 0.49% -5K -6.1% $46.40 -6.2%
112 PPG PPG Industries Inc Basic Materials 31,421.0 $3.4M 0.47% +7K +29.0% $106.88 -2.3%
113 LEVI Levi Strauss & Co- Class A Consumer Cyclical 178,196.0 $3.3M 0.46% NEW $18.49 +17.6%
114 MAS Masco Corp Industrials 54,089.0 $3.3M 0.46% NEW $60.37 +11.2%
115 MDLZ Mondelez International Inc Consumer Defensive 56,476.0 $3.3M 0.46% +1K +2.6% $57.64 +6.7%
116 AIR AAR Corp Industrials 29,341.0 $3.2M 0.45% -5K -15.1% $109.46 -0.8%
117 INVX Innovex International Inc Energy 131,356.0 $3.2M 0.45% -80K -37.7% $24.39 +26.4%
118 KWR Quaker Chemical Corp Basic Materials 25,288.0 $3.1M 0.44% +5K +22.0% $124.23 +12.0%
119 SYY Sysco Corp Consumer Defensive 44,018.0 $3.1M 0.44% -3K -6.2% $71.33 +5.8%
120 TFC Truist Financial Corp Financial Services 68,040.0 $3.1M 0.44% -4K -5.7% $45.97 +4.4%
Page 6 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%