Dean Investment Associates, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $688 Million distributed in 215 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $10.5M, Wec Energy Group, Inc. with a value of $9.75M, Jpmorgan Chase & CO with a value of $9.55M, Chevron Corp with a value of $9.46M, and Xcel Energy Inc with a value of $9.34M.
Examining the 13F form we can see an decrease of $37.9M in the current position value, from $726M to 688M.
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
$688 Million
Financial Services: $122 Million
Industrials: $96.1 Million
Utilities: $67.6 Million
Consumer Defensive: $65.4 Million
Consumer Cyclical: $64.8 Million
Technology: $64.7 Million
Healthcare: $49.5 Million
Real Estate: $46.3 Million
Other: $111 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
