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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 8 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CMCSA Comcast Corp Communication Services 71,271.0 $2.1M 0.30% NEW $29.89 -16.1%
142 AMP Ameriprise Financial Inc Financial Services 4,243.0 $2.1M 0.30% NEW $490.34 -8.1%
143 SCL Stepan Co Basic Materials 42,852.0 $2.0M 0.29% NEW $47.36 +7.1%
144 KMB Kimberly Clark Corp Consumer Defensive 19,315.0 $1.9M 0.28% NEW $100.89 -2.1%
145 HTLD Heartland Express Inc Industrials 201,305.0 $1.8M 0.26% NEW $9.03 +58.1%
146 LEG Leggett & Platt Inc Consumer Cyclical 162,597.0 $1.8M 0.26% NEW $11.00 -8.7%
147 SMP Standard Motor Products Inc Consumer Cyclical 48,515.0 $1.8M 0.26% NEW $36.85 +0.7%
148 ATKR Atkore Inc Industrials 27,819.0 $1.8M 0.25% NEW $63.25 +20.4%
149 CUZ Cousins Properties Inc Real Estate 67,043.0 $1.7M 0.25% NEW $25.78 +2.5%
150 SON Sonoco Products Consumer Cyclical 39,333.0 $1.7M 0.24% NEW $43.64 +10.0%
151 SYNA Synaptics Inc Technology 22,808.0 $1.7M 0.24% NEW $74.02 +75.4%
152 DCI Donaldson Inc Industrials 18,956.0 $1.7M 0.24% NEW $88.66 -6.8%
153 GOOGL Alphabet Inc - A Communication Services 5,343.0 $1.7M 0.24% NEW $313.00 +23.9%
154 CLX Clorox Co/The Consumer Defensive 16,555.0 $1.7M 0.24% NEW $100.83 -5.6%
155 SCHD Schwab US Dividend Equity 60,768.0 $1.7M 0.24% NEW $27.43 +17.6%
156 ASTE Astec Industries Inc Industrials 37,150.0 $1.6M 0.23% NEW $43.32 +12.2%
157 MUB iShares National Muni Bond 15,025.0 $1.6M 0.23% NEW $107.11 -1.0%
158 ALG Alamo Group Inc Industrials 9,504.0 $1.6M 0.23% NEW $167.87 -10.7%
159 LIN Linde Basic Materials 3,291.0 $1.4M 0.20% NEW $426.39 +20.7%
160 CTSH Cognizant Technology Solutions Technology 16,855.0 $1.4M 0.20% NEW $83.00 -37.0%
Page 8 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%