Dean Investment Associates, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $663 Million distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wec Energy Group, Inc. with a value of $10.3M, Chevron Corp with a value of $10.2M, Altria Group, Inc. with a value of $9.81M, Johnson & Johnson with a value of $9.6M, and Xcel Energy Inc with a value of $9.33M.
Examining the 13F form we can see an decrease of $24.7M in the current position value, from $688M to 663M.
Dean Investment Associates, LLC is based out at Beavercreek, OH
Below you can find more details about Dean Investment Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$663 Million
Financial Services: $109 Million
Industrials: $89.7 Million
Utilities: $75.2 Million
Consumer Defensive: $65.7 Million
Consumer Cyclical: $65.1 Million
Technology: $59.5 Million
Healthcare: $54.4 Million
Real Estate: $46.7 Million
Other: $97.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
