DEAN INVESTMENT ASSOCIATES, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$679.8M

Holdings

204

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
1
JPMJP Morgan Chase & Co
36,551$10.6M1.56%
2
MOAltria Group Inc
166,045$9.7M1.43%
3
JNJJohnson & Johnson
58,808$9.0M1.32%
4
BWXSPDR Bloomberg Barclays Invest
288,670$8.9M1.31%
5
CVXChevron Corp
61,756$8.8M1.30%
6
XELXcel Energy Inc
129,537$8.8M1.30%
7
PEPPepsiCo Inc
63,710$8.4M1.24%
8
LFUSLittelfuse Inc
33,776$7.7M1.13%
9
WECWEC Energy Group Inc
72,079$7.5M1.10%
10
BACVerizon Communications Inc
172,098$7.4M1.10%
11
BKBank of NY Mellon
76,143$6.9M1.02%
12
EOGEOG Resources Inc
57,536$6.9M1.01%
13
BLKBlackRock Inc
6,448$6.8M1.00%
14
PNCPNC Financial Services Group
35,989$6.7M0.99%
15
DUKDuke Energy Corp
55,286$6.5M0.96%
16
FASTFastenal Co
151,241$6.4M0.93%
17
CSCOCisco Systems Inc
91,342$6.3M0.93%
18
SCHOSchwab Short-Term US Treasury
256,236$6.2M0.92%
19
FQIDigital Realty Trust Inc
35,779$6.2M0.92%
20
TXNTexas Instruments Inc
30,006$6.2M0.92%
21
LHXL3Harris Technologies Inc
24,726$6.2M0.91%
22
DOXAmdocs Ltd
63,747$5.8M0.86%
23
DGDollar General Corp
50,063$5.7M0.84%
24
EHCEncompass Health Corp
46,319$5.7M0.84%
25
UNPUnion Pacific Corp
24,551$5.6M0.83%
26
HSYHershey Co/The
33,842$5.6M0.83%
27
LAMRLamar Advertising Co
46,099$5.6M0.82%
28
OMCOmnicom Group
77,343$5.6M0.82%
29
AZOAutoZone Inc
1,465$5.4M0.80%
30
VSHVishay Intertechnology Inc
335,856$5.3M0.78%
31
LNTAlliant Energy Corp
85,723$5.2M0.76%
32
PBProsperity Bancshares Inc
72,552$5.1M0.75%
33
BELFBBel Fuse Inc Cl B
52,111$5.1M0.75%
34
ALGAlamo Group Inc
23,099$5.0M0.74%
35
AEISAdvanced Energy Inds
38,067$5.0M0.74%
36
KMIKinder Morgan Inc
170,531$5.0M0.74%
37
AMGNAmgen Inc
17,820$5.0M0.73%
38
HDHome Depot Inc
13,353$4.9M0.72%
39
ESSEssex Property Trust Inc
16,938$4.8M0.71%
40
ESEESCO Technologies
24,948$4.8M0.70%
41
TROWT Rowe Price Group Inc
49,281$4.8M0.70%
42
AEPAmerican Electric Power
43,663$4.5M0.67%
43
PAYXPaychex Inc
30,954$4.5M0.66%
44
ITWIllinois Tool Works Inc
18,212$4.5M0.66%
45
PRUPrudential Financial Inc
41,735$4.5M0.66%
46
MCHPMicrochip Technology Inc
63,492$4.5M0.66%
47
RRXRegal Rexnord Corp
30,635$4.4M0.65%
48
AEEAmeren Corp
45,866$4.4M0.65%
49
APDAir Products & Chemicals Inc
15,537$4.4M0.64%
50
WRBWR Berkley Corp
58,949$4.3M0.64%
51
IFFInternational Flavors & Fragra
58,856$4.3M0.64%
52
KMBKimberly Clark Corp
33,542$4.3M0.64%
53
MDLZMondelez International Inc
63,373$4.3M0.63%
54
PSAPublic Storage
14,523$4.3M0.63%
55
SSNCSS&C Technologies Holdings
51,240$4.2M0.62%
56
AMTAmerican Tower Corp
19,003$4.2M0.62%
57
PG4Principal Financial Group Inc
51,784$4.1M0.61%
58
PPGPPG Industries Inc
35,767$4.1M0.60%
59
KNXKnight Transportation Inc
91,568$4.0M0.60%
60
ARWArrow Electronics Inc
31,678$4.0M0.59%
61
HIGHartford Insurance Group, Inc
31,694$4.0M0.59%
62
JAZZJazz Pharmaceuticals Inc
37,590$4.0M0.59%
63
DGXQuest Diagnostics Inc
22,182$4.0M0.59%
64
A4SAmeriprise Financial Inc
7,410$4.0M0.58%
65
AIZAssurant Inc
19,975$3.9M0.58%
66
RGAReinsurance Group Of America
19,833$3.9M0.58%
67
SMPStandard Motor Products Inc
127,945$3.9M0.58%
68
WHDCactus Inc
88,884$3.9M0.57%
69
MOHMolina Healthcare Inc
12,923$3.8M0.57%
70
LADLithia Motors Inc-Cl A
11,363$3.8M0.56%
71
CMCSAComcast Corp
107,069$3.8M0.56%
72
DOVDover Corp
20,805$3.8M0.56%
73
ATOAtmos Energy Corp
24,652$3.8M0.56%
74
GTESGates Industrial Corp PLC
163,893$3.8M0.56%
75
SYYSysco Corp
49,657$3.8M0.55%
76
TTWOTake-Two Interactive Software
15,282$3.7M0.55%
77
BWABorgWarner Inc
109,903$3.7M0.54%
78
AVYAvery Dennison Corp
20,793$3.6M0.54%
79
SHOOSteven Madden Ltd
150,789$3.6M0.53%
80
OGEOGE Energy Corp
81,382$3.6M0.53%
81
WERNWerner Enterprises Inc
131,756$3.6M0.53%
82
USFDUS Foods Holding Corp
46,691$3.6M0.53%
83
INDBIndependent Bank Corp
56,679$3.6M0.52%
84
REGRegency Centers Corp
49,995$3.6M0.52%
85
HPHelmerich & Payne Inc
231,728$3.5M0.52%
86
INVXInnovex International Inc
223,782$3.5M0.51%
87
CNPCenterpoint Energy Inc
95,007$3.5M0.51%
88
LMTLockheed Martin Corp
7,427$3.4M0.51%
89
RFRegions Financial Corp
144,937$3.4M0.50%
90
AVBAvalonbay Communities Inc
16,664$3.4M0.50%
91
ITTITT Inc
21,617$3.4M0.50%
92
PZZAPapa Johns Intl Inc
69,234$3.4M0.50%
93
PRPermian Resources Corp
248,741$3.4M0.50%
94
ASTEAstec Industries Inc
81,050$3.4M0.50%
95
RJFRaymond James Financial Inc
21,894$3.4M0.49%
96
CTRACoterra Energy Inc
131,765$3.3M0.49%
97
BRBroadridge Financial Solutions
13,500$3.3M0.48%
98
SRCE1st Source Corp
52,481$3.3M0.48%
99
AGCOAGCO Corp
31,549$3.3M0.48%
100
CBRECBRE Group Inc
23,131$3.2M0.48%
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