Dean Investment Associates, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $726 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wec Energy Group, Inc. with a value of $10.2M, Chevron Corp with a value of $9.42M, Alliant Energy Corp with a value of $9.34M, Altria Group, Inc. with a value of $9.3M, and Johnson & Johnson with a value of $9M.
Examining the 13F form we can see an increase of $24.9M in the current position value, from $701M to 726M.
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
$726 Million
Financial Services: $117 Million
Industrials: $97.2 Million
Utilities: $87 Million
Consumer Defensive: $76.3 Million
Consumer Cyclical: $73.1 Million
Real Estate: $60.7 Million
Technology: $60.3 Million
Healthcare: $55.2 Million
Other: $98.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
