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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CATY Cathay General Bancorp Financial Services 58,403.0 $2.8M 0.40% NEW $48.39 +18.3%
122 STBA S&T Bancorp Inc Financial Services 70,326.0 $2.8M 0.40% NEW $39.35 +14.3%
123 THFF First Financial Corp Financial Services 44,926.0 $2.7M 0.39% NEW $60.42 +12.9%
124 GPN Global Payments Inc Industrials 34,725.0 $2.7M 0.38% NEW $77.40 -6.2%
125 TTWO Take-Two Interactive Software Communication Services 10,159.0 $2.6M 0.37% NEW $256.03 -7.6%
126 AMT American Tower Corp Real Estate 14,373.0 $2.5M 0.36% NEW $175.57 +4.7%
127 CPB Campbell's Company/The Consumer Defensive 89,969.0 $2.5M 0.36% NEW $27.87 -28.1%
128 MMS Maximus Inc Industrials 29,029.0 $2.5M 0.36% NEW $86.32 -28.9%
129 CAC Camden National Corp Financial Services 57,712.0 $2.5M 0.36% NEW $43.38 +13.9%
130 PPG PPG Industries Inc Basic Materials 24,351.0 $2.5M 0.36% NEW $102.46 +1.9%
131 INDB Independent Bank Corp Financial Services 33,694.0 $2.5M 0.35% NEW $73.08 +7.6%
132 WERN Werner Enterprises Inc Industrials 79,830.0 $2.4M 0.34% NEW $30.01 +33.2%
133 BMY Bristol Myers Squibb Co Healthcare 43,767.0 $2.4M 0.34% NEW $53.94 +10.4%
134 PFE Pfizer Inc Healthcare 94,730.0 $2.4M 0.34% NEW $24.90 +4.2%
135 GSBC Great Southern Bancorp Inc Financial Services 38,187.0 $2.4M 0.34% NEW $61.56 +15.6%
136 Berkshire Hathaway Inc - B 4,622.0 $2.3M 0.33% NEW $502.65
137 WGO Winnebago Industries Inc Consumer Cyclical 57,021.0 $2.3M 0.33% NEW $40.52 -28.0%
138 JOUT Johnson Outdoors Inc Consumer Cyclical 52,184.0 $2.2M 0.32% NEW $42.45 +1.1%
139 FULT Fulton Financial Corp Financial Services 113,869.0 $2.2M 0.32% NEW $19.33 +10.7%
140 CSGS CSG Systems International Inc Technology 28,684.0 $2.2M 0.31% NEW $76.69 +5.2%
Page 7 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%