Dean Investment Associates, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$710.4M
Q ending 2026-03-31
Prior quarter
$699.8M
Q ending 2025-12-31
Change
+1.5% QoQ · +4.9% YoY
Positions
190
reported holdings

Largest positions

Top 100 of 190 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Hershey Co/TheHSYShares$11.9M57K
Chevron CorpCVXShares$10.2M49K
Xcel Energy IncXELShares$10.0M125K
Spdr Bloomberg Barclays InvestShares$9.5M310K
Johnson & JohnsonJNJShares$9.2M38K
Pepsico IncPEPShares$8.8M57K
Eog Resources IncEOGShares$8.7M60K
Omnicom GroupOMCShares$8.4M112K
Amgen IncAMGNShares$8.3M23K
Bank Of Ny MellonBNYShares$8.3M70K
Littelfuse IncLFUSShares$8.2M24K
Jazz Pharmaceuticals PlcShares$7.9M42K
Keysight Technologies IncKEYSShares$7.6M27K
Wec Energy Group IncWECShares$7.4M64K
Jp Morgan Chase & CoJPMShares$7.3M25K
Verizon Communications IncVZShares$7.0M140K
Pnc Financial Services GroupPNCShares$6.6M32K
Dollar General CorpDGShares$6.6M56K
Duke Energy CorpShares$6.4M49K
L3Harris Technologies IncLHXShares$6.4M19K
Altria Group IncMOShares$6.3M96K
Helmerich & Payne IncHPShares$6.2M173K
John B Sanfilippo & Son IncJBSSShares$6.1M77K
Knight-Swift Transportation HoKNXShares$6.1M106K
Illinois Tool Works IncITWShares$6.1M23K
Lkq CorpLKQShares$6.0M205K
Permian Resources CorpPRShares$5.9M276K
Prosperity Bancshares IncPBShares$5.8M87K
Viavi Solutions IncVIAVShares$5.8M173K
International Flavors & FragraIFFShares$5.7M79K
Prestige Consumer Healthcare IPBHShares$5.7M97K
Digital Realty Trust IncDLRShares$5.7M32K
Ameren CorpAEEShares$5.6M51K
Baker Hughes CoBKRShares$5.5M91K
Principal Financial Group IncPFGShares$5.5M61K
Cactus IncWHDShares$5.5M116K
Reynolds Consumer ProductsREYNShares$5.5M258K
Bj'S Wholesale Club HoldingsBJShares$5.4M55K
Sonoco ProductsSONShares$5.3M99K
Union Pacific CorpUNPShares$5.3M22K
Encompass Health CorpEHCShares$5.2M54K
Oge Energy CorpOGEShares$5.2M108K
Texas Instruments IncTXNShares$5.2M27K
Coterra Energy IncCTRAShares$5.1M146K
Portland General Electric CoPORShares$5.1M97K
Lamar Advertising CoLAMRShares$5.1M40K
Regal Rexnord CorpRRXShares$5.1M27K
Paychex IncPAYXShares$5.1M55K
Atmos Energy CorpATOShares$5.1M27K
American Electric PowerAEPShares$5.1M39K
American States Water CoAWRShares$5.0M67K
Avery Dennison CorpAVYShares$4.9M29K
Assurant IncAIZShares$4.8M22K
Quest Diagnostics IncDGXShares$4.8M25K
Dover CorpDOVShares$4.8M23K
Hartford Insurance Group IncHIGShares$4.8M35K
Essex Property Trust IncESSShares$4.8M20K
Wesco International IncWCCShares$4.8M17K
Regency Centers CorpREGShares$4.7M62K
Eastman Chemical CoEMNShares$4.7M61K
Procter & Gamble Co/ThePGShares$4.7M32K
Ss&C Technologies HoldingsSSNCShares$4.6M68K
Itt IncShares$4.6M24K
Centerpoint Energy IncCNPShares$4.6M106K
Borgwarner IncBWAShares$4.5M84K
Reinsurance Group Of AmericaRGAShares$4.5M22K
Alliant Energy CorpLNTShares$4.5M63K
Arrow Electronics IncARWShares$4.5M31K
Zimmer Biomet Holdings IncZBHShares$4.4M49K
Brady CorpBRCShares$4.4M54K
Wr Berkley CorpWRBShares$4.4M66K
Regions Financial CorpRFShares$4.3M165K
Kinder Morgan IncKMIShares$4.3M128K
Hasbro IncHASShares$4.2M45K
Camden National CorpCACShares$4.2M88K
Bel Fuse Inc Cl BBELFBShares$4.2M21K
Blackrock IncBLKShares$4.2M4K
Mks IncMKSIShares$4.2M18K
Kennametal IncKMTShares$4.1M114K
Gates Industrial Corp PlcShares$4.1M182K
Us Foods Holding CorpUSFDShares$4.1M44K
Amdocs LtdShares$4.1M63K
Cisco Systems IncCSCOShares$4.1M53K
Stepan CoSCLShares$4.1M82K
Raymond James Financial IncRJFShares$4.1M28K
Agco CorpAGCOShares$4.1M35K
Addus Homecare CorpADUSShares$4.0M43K
Republic Services IncRSGShares$4.0M18K
Air Products & Chemicals IncAPDShares$4.0M14K
Lockheed Martin CorpLMTShares$4.0M7K
Stag Industrial IncSTAGShares$4.0M110K
Alamo Group IncALGShares$3.9M24K
T Rowe Price Group IncTROWShares$3.9M44K
Home Depot IncHDShares$3.9M12K
Microchip Technology IncMCHPShares$3.9M60K
Qcr Holdings IncShares$3.9M45K
Cohu IncCOHUShares$3.9M126K
Merck & Co IncMRKShares$3.8M32K
Vishay Intertechnology IncVSHShares$3.7M204K
Heartland Express IncHTLDShares$3.6M349K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.