StockDrifts LogoStockDrifts

Dean Investment Associates Llc

Portfolio Manager
Dean Investment Associates LLC
Performance
+7.91% (2026 Q1)
AUM (13F)
$710.44M
# of Holdings
190
Performance Rank
Allocation (Top 20)
22.7%

Dean Investment Associates Llc Holdings Map

Top 50 Dean Investment Associates Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HSY
Hershey Co/The
1.68%57.4K$11.9M
+80.12%(+25.53K)
2025-Q1: 33.4K shares2025-Q2: 33.8K shares2025-Q3: 33.2K shares2025-Q4: 31.9K shares2026-Q1: 57.4K shares
$182.00(+2.74%)
2026-03-31
CVX
Chevron Corp
1.43%49.2K$10.2M
-7.95%(-4.25K)
2025-Q1: 60.8K shares2025-Q2: 61.8K shares2025-Q3: 57.6K shares2025-Q4: 53.5K shares2026-Q1: 49.2K shares
$110.52(+72.91%)
2026-03-31
XEL
Xcel Energy Inc
1.4%125.4K$10.0M
-2.50%(-3.21K)
2025-Q1: 131.8K shares2025-Q2: 129.5K shares2025-Q3: 131.0K shares2025-Q4: 128.6K shares2026-Q1: 125.4K shares
$61.74(+26.21%)
2026-03-31
JNJ
Johnson & Johnson
1.29%37.5K$9.2M
-6.15%(-2.46K)
2025-Q1: 57.9K shares2025-Q2: 58.8K shares2025-Q3: 53.9K shares2025-Q4: 40.0K shares2026-Q1: 37.5K shares
$123.35(+83.79%)
2026-03-31
PEP
PepsiCo Inc
1.24%56.9K$8.8M
-4.53%(-2.70K)
2025-Q1: 46.9K shares2025-Q2: 63.7K shares2025-Q3: 62.7K shares2025-Q4: 59.7K shares2026-Q1: 56.9K shares
$136.18(+9.50%)
2026-03-31
EOG
EOG Resources Inc
1.22%59.9K$8.7M
+6.56%(+3.69K)
2025-Q1: 56.3K shares2025-Q2: 57.5K shares2025-Q3: 63.9K shares2025-Q4: 56.2K shares2026-Q1: 59.9K shares
$113.92(+23.12%)
2026-03-31
OMC
Omnicom Group
1.18%111.6K$8.4M
+0.07%(+77)
2025-Q1: 35.5K shares2025-Q2: 77.3K shares2025-Q3: 112.6K shares2025-Q4: 111.5K shares2026-Q1: 111.6K shares
$74.17(-4.50%)
2026-03-31
AMGN
Amgen Inc
1.16%23.5K$8.3M
-5.09%(-1.26K)
2025-Q1: 13.6K shares2025-Q2: 17.8K shares2025-Q3: 20.6K shares2025-Q4: 24.7K shares2026-Q1: 23.5K shares
$249.63(+30.72%)
2026-03-31
BK
Bank of NY Mellon
1.16%69.6K$8.3M
-7.60%(-5.73K)
2025-Q1: 79.4K shares2025-Q2: 76.1K shares2025-Q3: 74.3K shares2025-Q4: 75.3K shares2026-Q1: 69.6K shares
$45.10(+199.41%)
2026-03-31
LFUS
Littelfuse Inc
1.16%24.3K$8.2M
-9.70%(-2.61K)
2025-Q1: 14.6K shares2025-Q2: 33.8K shares2025-Q3: 41.9K shares2025-Q4: 26.9K shares2026-Q1: 24.3K shares
$231.11(+93.03%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Dean Investment Associates Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all