Dean Investment Associates, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $665 Million distributed in 204 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $10.6M, Altria Group, Inc. with a value of $9.74M, Johnson & Johnson with a value of $8.98M, Spdr Bloomberg Investment Grad with a value of $8.9M, and Chevron Corp with a value of $8.84M.
Examining the 13F form we can see an increase of $2.15M in the current position value, from $663M to 665M.
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
$665 Million
Financial Services: $107 Million
Industrials: $104 Million
Technology: $74.2 Million
Consumer Cyclical: $68.6 Million
Consumer Defensive: $56.3 Million
Healthcare: $52.5 Million
Utilities: $50.9 Million
Real Estate: $45.3 Million
Other: $107 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
