MondegarAI
DEAN INVESTMENT ASSOCIATES, LLC

Q4 2025 · 13F-HR

DEAN INVESTMENT ASSOCIATES, LLCholdings as filed

Filed 2026-02-17 · accession 0000846797-26-000001

$699.8M
Reported value
199
Positions
2025-12-31
Period end
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The Brief · DEAN INVESTMENT ASSOCIATES, LLC · Q4 2025

AI · grounded in 13F

DEAN INVESTMENT ASSOCIATES, LLC closed its position in Visteon Corp VC, reducing exposure by $5.16M. The fund established new positions in Portland General Electric Co POR for $5.59M and Chesapeake Untilities Corp CPK for $5.11M. Additionally, the manager accumulated shares in iShares Russell 3000 Value Ind IUSV, increasing its holding by 533.19%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287663IUSViShares Russell 3000 Value Ind$12.9M1.84%125,726CommonSOLE
98389B100XELXcel Energy Inc$9.5M1.36%128,583CommonSOLE
681919106OMCOmnicom Group$9.0M1.29%111,524CommonSOLE
78468r200SPDR Bloomberg Barclays Invest$9.0M1.28%291,398CommonSOLE
064058100BKBank of NY Mellon$8.7M1.25%75,337CommonSOLE
713448108PEPPepsiCo Inc$8.6M1.22%59,651CommonSOLE
46625H100JPMJP Morgan Chase & Co$8.4M1.20%26,135CommonSOLE
478160104JNJJohnson & Johnson$8.3M1.18%39,962CommonSOLE
166764100CVXChevron Corp$8.1M1.16%53,457CommonSOLE
031162100AMGNAmgen Inc$8.1M1.16%24,744CommonSOLE
256677105DGDollar General Corp$7.3M1.05%55,154CommonSOLE
92939U106WECWEC Energy Group Inc$7.2M1.03%68,053CommonSOLE
693475105PNCPNC Financial Services Group$7.1M1.01%33,935CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC$7.0M0.99%40,947CommonSOLE
537008104LFUSLittelfuse Inc$6.8M0.97%26,921CommonSOLE
02209S103MOAltria Group Inc$6.5M0.92%112,177CommonSOLE
26441c204Duke Energy Corp$6.1M0.87%52,200CommonSOLE
502431109LHXL3Harris Technologies Inc$6.1M0.87%20,724CommonSOLE
423452101HPHelmerich & Payne Inc$6.1M0.87%212,015CommonSOLE
743606105PBProsperity Bancshares Inc$5.9M0.85%86,080CommonSOLE
92343V104VZVerizon Communications Inc$5.9M0.85%145,238CommonSOLE
26875P101EOGEOG Resources Inc$5.9M0.84%56,235CommonSOLE
077347300BELFBBel Fuse Inc Cl B$5.9M0.84%34,559CommonSOLE
556269108SHOOSteven Madden Ltd$5.9M0.84%140,654CommonSOLE
925550105VIAVViavi Solutions Inc$5.8M0.83%325,544CommonSOLE
427866108HSYHershey Co/The$5.8M0.83%31,864CommonSOLE
007973100AEISAdvanced Energy Inds$5.8M0.83%27,647CommonSOLE
74251V102PFGPrincipal Financial Group Inc$5.8M0.82%65,238CommonSOLE
736508847PORPortland General Electric Co$5.6M0.80%116,461CommonSOLE
512816109LAMRLamar Advertising Co$5.5M0.78%43,244CommonSOLE
297178105ESSEssex Property Trust Inc$5.4M0.77%20,706CommonSOLE
099724106BWABorgWarner Inc$5.4M0.77%119,708CommonSOLE
907818108UNPUnion Pacific Corp$5.4M0.76%23,129CommonSOLE
76171L106REYNReynolds Consumer Products$5.2M0.75%228,952CommonSOLE
452308109ITWIllinois Tool Works Inc$5.2M0.75%21,270CommonSOLE
499049104KNXKnight-Swift Transportation Ho$5.2M0.75%99,956CommonSOLE
04621X108AIZAssurant Inc$5.2M0.75%21,676CommonSOLE
253868103DLRDigital Realty Trust Inc$5.2M0.74%33,570CommonSOLE
29261A100EHCEncompass Health Corp$5.2M0.74%48,927CommonSOLE
165303108CPKChesapeake Untilities Corp$5.1M0.73%40,952CommonSOLE
98585X104YETIYeti Holdings Inc$5.1M0.72%114,562CommonSOLE
17275R102CSCOCisco Systems Inc$5.1M0.72%65,630CommonSOLE
501889208LKQLKQ Corp$5.1M0.72%167,368CommonSOLE
49338L103KEYSKeysight Technologies Inc$5.0M0.72%24,753CommonSOLE
023608102AEEAmeren Corp$5.0M0.72%50,171CommonSOLE
800422107JBSSJohn B Sanfilippo & Son Inc$4.9M0.70%69,808CommonSOLE
09290D101BLKBlackRock Inc$4.9M0.70%4,602CommonSOLE
78467J100SSNCSS&C Technologies Holdings$4.9M0.70%56,027CommonSOLE
808524862SCHOSchwab Short-Term US Treasury$4.9M0.70%200,754CommonSOLE
421906108HCSGHealthcare Services Group Inc$4.9M0.69%253,834CommonSOLE
7591EP100RFRegions Financial Corp$4.8M0.69%178,291CommonSOLE
95082P105WCCWesco International Inc$4.8M0.69%19,716CommonSOLE
882508104TXNTexas Instruments Inc$4.8M0.68%27,457CommonSOLE
416515104HIGHartford Insurance Group Inc$4.8M0.68%34,519CommonSOLE
025537101AEPAmerican Electric Power$4.7M0.67%40,895CommonSOLE
704326107PAYXPaychex Inc$4.7M0.67%41,662CommonSOLE
457651107INVXInnovex International Inc$4.6M0.66%210,978CommonSOLE
758750103RRXRegal Rexnord Corp$4.6M0.66%32,683CommonSOLE
084423102WRBWR Berkley Corp$4.5M0.64%64,210CommonSOLE
049560105ATOAtmos Energy Corp$4.5M0.64%26,751CommonSOLE
74727a104QCR Holdings Inc$4.4M0.64%53,393CommonSOLE
260003108DOVDover Corp$4.4M0.63%22,750CommonSOLE
759351604RGAReinsurance Group Of America$4.4M0.63%21,680CommonSOLE
744320102PRUPrudential Financial Inc$4.4M0.63%39,032CommonSOLE
018802108LNTAlliant Energy Corp$4.3M0.62%66,671CommonSOLE
437076102HDHome Depot Inc$4.3M0.61%12,481CommonSOLE
74144T108TROWT Rowe Price Group Inc$4.2M0.60%41,259CommonSOLE
758849103REGRegency Centers Corp$4.2M0.60%61,038CommonSOLE
74834L100DGXQuest Diagnostics Inc$4.2M0.60%24,269CommonSOLE
459506101IFFInternational Flavors & Fragra$4.2M0.60%62,063CommonSOLE
292218104EIGEmployers Holdings$4.1M0.59%96,072CommonSOLE
053611109AVYAvery Dennison Corp$4.1M0.59%22,734CommonSOLE
45073v108ITT Inc$4.1M0.59%23,633CommonSOLE
12504L109CBRECBRE Group Inc$4.1M0.58%25,198CommonSOLE
05722G100BKRBaker Hughes Co$4.0M0.58%88,772CommonSOLE
49456B101KMIKinder Morgan Inc$4.0M0.57%144,479CommonSOLE
15189T107CNPCenterpoint Energy Inc$4.0M0.57%103,493CommonSOLE
104674106BRCBrady Corp$3.9M0.56%49,764CommonSOLE
053484101AVBAvalonbay Communities Inc$3.9M0.55%21,366CommonSOLE
11135E203BNLBroadstone Net Lease$3.9M0.55%222,386CommonSOLE
g39108108Gates Industrial Corp PLC$3.8M0.55%178,514CommonSOLE
912008109USFDUS Foods Holding Corp$3.8M0.55%50,856CommonSOLE
754730109RJFRaymond James Financial Inc$3.8M0.55%23,761CommonSOLE
78648T100SAFTSafety Insurance Group Inc$3.8M0.54%48,900CommonSOLE
042735100ARWArrow Electronics Inc$3.8M0.54%34,377CommonSOLE
670837103OGEOGE Energy Corp$3.8M0.54%88,646CommonSOLE
127097103CTRACoterra Energy Inc$3.8M0.54%143,535CommonSOLE
536797103LADLithia Motors Inc-Cl A$3.8M0.54%11,365CommonSOLE
55306N104MKSIMKS Inc$3.8M0.54%23,480CommonSOLE
595017104MCHPMicrochip Technology Inc$3.8M0.54%58,879CommonSOLE
136069101CMCanadian Imperial Bank of Comm$3.7M0.53%41,161CommonSOLE
71424F105PRPermian Resources Corp$3.7M0.53%265,615CommonSOLE
G02602103DOXAmdocs Ltd$3.7M0.53%46,180CommonSOLE
74112D101PBHPrestige Consumer Healthcare I$3.7M0.53%60,131CommonSOLE
418056107HASHasbro Inc$3.6M0.51%43,945CommonSOLE
001084102AGCOAGCO Corp$3.6M0.51%34,231CommonSOLE
58933Y105MRKMerck & Co Inc$3.6M0.51%33,870CommonSOLE
74460D109PSAPublic Storage$3.6M0.51%13,696CommonSOLE
89832q109Truist Financial Corp$3.6M0.51%72,161CommonSOLE
009158106APDAir Products & Chemicals Inc$3.5M0.50%14,234CommonSOLE
47233w109Jefferies Financial Group Inc$3.5M0.50%55,962CommonSOLE
871829107SYYSysco Corp$3.5M0.49%46,904CommonSOLE
85254J102STAGStag Industrial Inc$3.5M0.49%94,006CommonSOLE
745867101PHMPulteGroup Inc$3.4M0.49%29,397CommonSOLE
760759100RSGRepublic Services Inc$3.4M0.49%16,134CommonSOLE
539830109LMTLockheed Martin Corp$3.4M0.48%6,976CommonSOLE
277432100EMNEastman Chemical Co$3.4M0.48%52,608CommonSOLE
05550J101BJBJ's Wholesale Club Holdings$3.3M0.47%36,840CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$3.3M0.47%36,766CommonSOLE
11133T103BRBroadridge Financial Solutions$3.3M0.47%14,647CommonSOLE
65339F101NEENextera Energy Inc$3.3M0.47%40,655CommonSOLE
311900104FASTFastenal Co$3.2M0.46%79,893CommonSOLE
489170100KMTKennametal Inc$3.1M0.45%110,414CommonSOLE
336901103SRCE1st Source Corp$3.0M0.43%48,036CommonSOLE
192576106COHUCohu Inc$3.0M0.43%128,211CommonSOLE
609207105MDLZMondelez International Inc$3.0M0.42%55,046CommonSOLE
g1890l107Capri Holdings Ltd$2.9M0.42%119,053CommonSOLE
127203107WHDCactus Inc$2.9M0.41%62,896CommonSOLE
000361105AIRAar Corp$2.9M0.41%34,558CommonSOLE
747316107KWRQuaker Chemical Corp$2.8M0.41%20,735CommonSOLE
149150104CATYCathay General Bancorp$2.8M0.40%58,403CommonSOLE
783859101STBAS&T Bancorp Inc$2.8M0.40%70,326CommonSOLE
320218100THFFFirst Financial Corp$2.7M0.39%44,926CommonSOLE
37940X102GPNGlobal Payments Inc$2.7M0.38%34,725CommonSOLE
874054109TTWOTake-Two Interactive Software$2.6M0.37%10,159CommonSOLE
03027x100American Tower Corp$2.5M0.36%14,373CommonSOLE
134429109CPBCampbell's Company/The$2.5M0.36%89,969CommonSOLE
577933104MMSMaximus Inc$2.5M0.36%29,029CommonSOLE
133034108CACCamden National Corp$2.5M0.36%57,712CommonSOLE
693506107PPGPPG Industries Inc$2.5M0.36%24,351CommonSOLE
453836108INDBIndependent Bank Corp$2.5M0.35%33,694CommonSOLE
950755108WERNWerner Enterprises Inc$2.4M0.34%79,830CommonSOLE
110122108BMYBristol Myers Squibb Co$2.4M0.34%43,767CommonSOLE
717081103PFEPfizer Inc$2.4M0.34%94,730CommonSOLE
390905107GSBCGreat Southern Bancorp Inc$2.4M0.34%38,187CommonSOLE
084670702BRK/BBerkshire Hathaway Inc - B$2.3M0.33%4,622CommonSOLE
974637100WGOWinnebago Industries Inc$2.3M0.33%57,021CommonSOLE
479167108JOUTJohnson Outdoors Inc$2.2M0.32%52,184CommonSOLE
360271100FULTFulton Financial Corp$2.2M0.31%113,869CommonSOLE
126349109CSNCSG Systems International Inc$2.2M0.31%28,684CommonSOLE
20030N101CMCSAComcast Corp$2.1M0.30%71,271CommonSOLE
03076C106AMPAmeriprise Financial Inc$2.1M0.30%4,243CommonSOLE
858586100SCLStepan Co$2.0M0.29%42,852CommonSOLE
494368103KMBKimberly Clark Corp$1.9M0.28%19,315CommonSOLE
422347104HTLDHeartland Express Inc$1.8M0.26%201,305CommonSOLE
524660107LEGLeggett & Platt Inc$1.8M0.26%162,597CommonSOLE
853666105SMPStandard Motor Products Inc$1.8M0.26%48,515CommonSOLE
047649108ATKRAtkore Inc$1.8M0.25%27,819CommonSOLE
222795502CUZCousins Properties Inc$1.7M0.25%67,043CommonSOLE
835495102SONSonoco Products$1.7M0.25%39,333CommonSOLE
87157D109SYNASynaptics Inc$1.7M0.24%22,808CommonSOLE
257651109DCIDonaldson Inc$1.7M0.24%18,956CommonSOLE
02079k305Alphabet Inc - A$1.7M0.24%5,343CommonSOLE
189054109CLXClorox Co/The$1.7M0.24%16,555CommonSOLE
808524797SCHDSchwab US Dividend Equity$1.7M0.24%60,768CommonSOLE
046224101ASTEAstec Industries Inc$1.6M0.23%37,150CommonSOLE
464288414MUBiShares National Muni Bond$1.6M0.23%15,025CommonSOLE
011311107ALGAlamo Group Inc$1.6M0.23%9,504CommonSOLE
g54950103Linde$1.4M0.20%3,291CommonSOLE
192446102CTSHCognizant Technology Solutions$1.4M0.20%16,855CommonSOLE
603158106MTXMinerals Technologies Inc$1.4M0.20%22,636CommonSOLE
58155Q103MCKMcKesson Corp$1.4M0.20%1,677CommonSOLE
594918104MSFTMicrosoft Corp$1.3M0.19%2,739CommonSOLE
913903100UHSUniversal Health Services Inc$1.3M0.18%5,743CommonSOLE
11135f101Broadcom Inc$1.2M0.17%3,410CommonSOLE
92511U102VRRMVerra Mobility Corp$1.2M0.17%51,837CommonSOLE
053332102AZOAutoZone Inc$1.1M0.16%335CommonSOLE
69343t107PJT Partners Inc$1.1M0.16%6,742CommonSOLE
25264R207BVEDiamond Hill Investment Group$1.1M0.16%6,566CommonSOLE
781846209RUSHARush Enterprises Inc$1.1M0.15%19,871CommonSOLE
778296103ROSTRoss Stores Inc$1.1M0.15%5,916CommonSOLE
207410101CNMDConmed Corp$1.0M0.15%25,400CommonSOLE
413160102HLITHarmonic Inc$1.0M0.15%103,329CommonSOLE
981475106WKCWorld Kinect Corp$999,9690.14%42,679CommonSOLE
928298108VSHVishay Intertechnology Inc$952,0940.14%65,707CommonSOLE
92189f387VanEck Vectors Short H/Y Muni$939,3100.13%41,000CommonSOLE
532457108LLYEli Lilly & Co$934,9720.13%870CommonSOLE
194162103CLColgate Palmolive Co$868,4300.12%10,990CommonSOLE
548661107LOWLowe's Companies Inc$861,1820.12%3,571CommonSOLE
296315104ESEESCO Technologies$844,0850.12%4,320CommonSOLE
828730200SFNCSimmons First National Corp$833,8300.12%44,235CommonSOLE
464287473IWSiShares Russell Mid Cap Value$755,8870.11%5,359CommonSOLE
464288158SUBiShares Short Term National$709,5550.10%6,650CommonSOLE
56117J100MBUUMalibu Boats Inc$687,3080.10%24,364CommonSOLE
25960r105Douglas Dynamics Inc$660,0850.09%20,217CommonSOLE
698813102PZZAPapa Johns Intl Inc$658,4100.09%17,106CommonSOLE
231021106CMICummins Inc$629,3850.09%1,233CommonSOLE
74319R101PRGPROG Holdings$606,3730.09%20,562CommonSOLE
831865209AOSA. O. Smith Corp$581,7890.08%8,699CommonSOLE
303075105FDSFactSet Research Systems Inc$545,2670.08%1,879CommonSOLE
91324P102UNHUnitedHealth Group Inc$446,3090.06%1,352CommonSOLE
718172109PMPhilip Morris International$390,5740.06%2,435CommonSOLE
291011104EMREmerson Electric Co$331,1360.05%2,495CommonSOLE
59156R108METMetlife Inc$325,5490.05%4,124CommonSOLE
608190104MHKMohawk Industries Inc$271,5010.04%2,484CommonSOLE
036752103ELVElevance Health Inc$250,9940.04%716CommonSOLE
337738108FISVFiserv Inc$238,1180.03%3,545CommonSOLE
92826C839VVisa Inc$215,6870.03%615CommonSOLE
749685103RPMRPM Intl Inc$207,6880.03%1,997CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.