Fund Holdings — DEAN INVESTMENT ASSOCIATES, LLC

Total Portfolio Value
$710.44M
Total Bought
$107.37M
Total Sold
$119.09M
Net Transaction
-$11.72M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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Hershey Co/The(HSY)31,86457,392+25,5285,79911,9311.68%+6,133
American States Water Co066,605+66,60505,0370.71%+5,037
Procter & Gamble Co/The(PG)032,235+32,23504,6560.66%+4,656
Addus Homecare Corp043,047+43,04704,0310.57%+4,031
Sonoco Products(SON)39,33398,763+59,4301,7165,3420.75%+3,626
RPM Intl Inc(RPM)1,99736,451+34,4542083,6230.51%+3,416
Levi Strauss & Co- Class A(LEVI)0178,196+178,19603,2950.46%+3,295
Masco Corp(MAS)054,089+54,08903,2650.46%+3,265
Mission Produce Inc(AVO)0213,373+213,37302,9360.41%+2,936
Marsh & Mclennan Cos(MRSH)016,443+16,44302,8520.40%+2,852
EOG Resources Inc(EOG)56,23559,926+3,6915,9058,6641.22%+2,758
Vishay Intertechnology Inc(VSH)65,707203,785+138,0789523,6680.52%+2,716
Cactus Inc(WHD)62,896116,007+53,1112,8735,4950.77%+2,622
Keysight Technologies Inc(KEYS)24,75326,754+2,0015,0307,5551.06%+2,525
Alamo Group Inc9,50423,914+14,4101,5953,9450.56%+2,350
Permian Resources Corp(PR)265,615276,169+10,5543,7275,8880.83%+2,161
BJ's Wholesale Club Holdings(BJ)36,84054,803+17,9633,3175,3940.76%+2,077
Stepan Co(SCL)42,85281,749+38,8972,0294,0860.58%+2,056
Chevron Corp(CVX)53,45749,209-4,2488,14710,1811.43%+2,034
Prestige Consumer Healthcare I(PBH)60,13196,630+36,4993,7095,7270.81%+2,018
The Marzetti Company(MZTI)013,219+13,21901,8290.26%+1,829
J & J Snack Foods Corp(JJSF)023,049+23,04901,8270.26%+1,827
Heartland Express Inc(HTLD)201,305348,531+147,2261,8183,6250.51%+1,807
PROG Holdings(PRG)20,56281,917+61,3556062,3500.33%+1,744
Camden National Corp(CAC)57,71288,419+30,7072,5044,1950.59%+1,692
International Flavors & Fragra(IFF)62,06379,166+17,1034,1825,7430.81%+1,561
Baker Hughes Co(BKR)88,77290,873+2,1014,0435,5480.78%+1,505
Littelfuse Inc(LFUS)26,92124,309-2,6126,8098,2491.16%+1,440
OGE Energy Corp(OGE)88,646108,487+19,8413,7855,2030.73%+1,418
Coterra Energy Inc143,535146,499+2,9643,7785,1480.72%+1,370
Minerals Technologies Inc(MTX)22,63638,330+15,6941,3802,7180.38%+1,339
Eastman Chemical Co(EMN)52,60861,379+8,7713,3584,6840.66%+1,326
ESCO Technologies(ESE)4,3207,292+2,9728442,0520.29%+1,208
John B Sanfilippo & Son Inc(JBSS)69,80877,155+7,3474,9286,1210.86%+1,192
Verizon Communications Inc(VZ)145,238139,505-5,7335,9167,0030.99%+1,088
Zimmer Biomet Holdings Inc(ZBH)36,76648,584+11,8183,3064,3930.62%+1,087
Kennametal Inc(KMT)110,414114,180+3,7663,1374,1250.58%+988
Jazz Pharmaceuticals PLC(JAZZ)40,94741,915+9686,9617,9241.12%+963
LKQ Corp(LKQ)167,368204,615+37,2475,0556,0100.85%+955
Intercontinental Exchange Inc05,833+5,83309170.13%+917
Rush Enterprises Inc(RUSHA)19,87130,019+10,1481,0721,9850.28%+913
Johnson & Johnson(JNJ)39,96237,505-2,4578,2709,1681.29%+898
Knight-Swift Transportation Ho(KNX)99,956106,277+6,3215,2266,1190.86%+894
Cohu Inc(COHU)128,211126,022-2,1892,9833,8590.54%+875
Illinois Tool Works Inc(ITW)21,27023,474+2,2045,2396,1100.86%+871
PPG Industries Inc(PPG)24,35131,421+7,0702,4953,3580.47%+863
Avery Dennison Corp22,73428,620+5,8864,1354,9420.70%+807
Arrow Electronics Inc34,37731,437-2,9403,7884,5080.63%+721
Adobe Systems Inc(ADBE)02,824+2,82406860.10%+686
Douglas Dynamics Inc(PLOW)20,21731,207+10,9906601,3140.18%+653
Quest Diagnostics Inc(DGX)24,26924,646+3774,2114,8300.68%+619
Republic Services Inc(RSG)16,13418,390+2,2563,4194,0280.57%+608
Lockheed Martin Corp(LMT)6,9766,585-3913,3743,9800.56%+606
Centerpoint Energy Inc(CNP)103,493105,894+2,4013,9684,5700.64%+602
Hasbro Inc(HAS)43,94544,929+9843,6034,2050.59%+602
Ameren Corp(AEE)50,17151,016+8455,0105,6080.79%+598
SPDR Bloomberg Barclays Invest291,398310,209+18,8118,9559,5481.34%+594
1st Source Corp(SRCE)48,03651,762+3,7263,0023,5820.50%+581
Atmos Energy Corp(ATO)26,75127,406+6554,4845,0620.71%+578
Digital Realty Trust Inc(DLR)33,57031,642-1,9285,1945,7020.80%+509
Stag Industrial Inc(STAG)94,006109,920+15,9143,4563,9640.56%+508
ITT Inc(ITT)23,63324,183+5504,1014,6080.65%+507
Comcast Corp(CCZ)71,27191,848+20,5772,1302,6370.37%+507
Regency Centers Corp(REG)61,03862,238+1,2004,2134,7090.66%+495
AGCO Corp34,23135,054+8233,5714,0620.57%+491
Regal Rexnord Corp(RRX)32,68327,095-5,5884,5865,0740.71%+488
Air Products & Chemicals Inc14,23413,775-4593,5164,0020.56%+485
Pfizer Inc(PFE)94,730101,195+6,4652,3592,8420.40%+483
Brady Corp(BRC)49,76453,894+4,1303,9004,3780.62%+478
Xcel Energy Inc(XEL)128,583125,369-3,2149,4979,9591.40%+462
Texas Instruments Inc(TXN)27,45726,691-7664,7645,1820.73%+418
MKS Inc(MKSI)23,48018,132-5,3483,7524,1670.59%+415
Bristol Myers Squibb Co(BMY)43,76745,552+1,7852,3612,7630.39%+402
Paychex Inc(PAYX)41,66255,072+13,4104,6745,0730.71%+400
Dover Corp(DOV)22,75023,152+4024,4424,8260.68%+384
Amdocs Ltd(DOX)46,18062,786+16,6063,7184,0970.58%+379
AAR Corp34,55829,341-5,2172,8613,2120.45%+351
American Tower Corp(AMT)14,37316,616+2,2432,5232,8680.40%+344
American Electric Power40,89538,528-2,3674,7165,0500.71%+335
Kinder Morgan Inc(KMI)144,479128,306-16,1733,9724,3020.61%+330
L3Harris Technologies Inc(LHX)20,72418,547-2,1776,0846,4010.90%+318
Duke Energy Corp(DUK)52,20049,072-3,1286,1186,4250.90%+307
Nextera Energy Inc(NEE)40,65538,393-2,2623,2643,5660.50%+302
Quaker Chemical Corp(KWR)20,73525,288+4,5532,8473,1420.44%+294
Mondelez International Inc(MDLZ)55,04656,476+1,4302,9633,2550.46%+292
PepsiCo Inc(PEP)59,65156,948-2,7038,5618,8431.24%+282
Merck & Co Inc(MRK)33,87031,977-1,8933,5653,8470.54%+281
UnitedHealth Group Inc(UNH)1,3522,687+1,3354467270.10%+281
Fastenal Co(FAST)79,89374,986-4,9073,2063,4790.49%+273
Gates Industrial Corp PLC(GTES)178,514181,502+2,9883,8334,1040.58%+271
US Foods Holding Corp(USFD)50,85644,472-6,3843,8304,1010.58%+270
WEC Energy Group Inc(WEC)68,05364,301-3,7527,1777,4441.05%+267
FactSet Research Systems Inc(FDS)1,8793,731+1,8525458100.11%+264
Raymond James Financial Inc(RJF)23,76128,072+4,3113,8164,0650.57%+249
Reynolds Consumer Products(REYN)228,952257,693+28,7415,2485,4580.77%+210
A. O. Smith Corp(AOS)8,69911,944+3,2455827880.11%+206
Fiserv Inc(FISV)3,5457,794+4,2492384350.06%+197
Alliant Energy Corp(LNT)66,67162,918-3,7534,3344,5150.64%+181
Amgen Inc(AMGN)24,74423,485-1,2598,0998,2631.16%+164
Mohawk Industries Inc(MHK)2,4844,390+1,9062724320.06%+161
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DEAN INVESTMENT ASSOCIATES, LLC — 13F Holdings — Q1 2026 | TickerTrail