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CIK: 0000846797
Total reported value
$760.8M
$760.8M
212 檔
6.5%
During the Q1 2025 filing period, Dean Investment Associates, LLC (CIK: 0000846797) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $760.8M across 212 reported positions.
In Q1 2025, Dean Investment Associates, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 212 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.52% | +0.09% | -8.88% | |
| 2 | CVX | Chevron CORP | Stock-Energy | 1.50% | -0.60% | -6.86% | |
| 3 | MO | Altria Group Inc | Stock-Consumer Staples | 1.45% | -0.10% | -8.60% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | -0.51% | +10.37% | |
| 5 | XEL | Xcel Energy Inc | Stock-Utilities | 1.38% | -0.12% | -4.73% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.02% | -9.56% | |
| 7 | ✓ | Stock-Other | 1.29% | — | +3.73% | ||
| 8 | LNT | Alliant Energy CORP | Stock-Utilities | 1.27% | -0.05% | -10.97% | |
| 9 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.14% | -0.26% | -4.58% | |
| 10 | EOG | Eog Resources Inc | Stock-Energy | 1.07% | -0.26% | -8.55% | |
| 11 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.04% | — | -8.66% | |
| 12 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.29% | -2.89% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.01% | -0.03% | -12.55% | |
| 14 | ✓ | Stock-Other | 0.99% | — | -9.41% | ||
| 15 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.98% | +0.12% | +1.86% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | -0.04% | -9.76% | |
| 17 | PNC | Pnc Financial Services Group | Stock-Financials | 0.92% | +0.05% | -8.40% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 0.89% | -0.01% | -8.17% | |
| 19 | AZO | Autozone Inc | Stock-Consumer Disc | 0.87% | -0.12% | +0.98% | |
| 20 | FAST | Fastenal Co | Stock-Industrials | 0.85% | -0.04% | -9.36% | |
| 21 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.84% | -0.28% | +10.10% | |
| 22 | EHC | Encompass Health CORP | Stock-Healthcare | 0.82% | +0.12% | +2.12% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.79% | +0.20% | -8.98% | |
| 24 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.76% | +0.06% | -9.21% | |
| 25 | MMS | Maximus Inc | Stock-Industrials | 0.75% | — | +27.18% | |
| 26 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.75% | -0.12% | -8.47% | |
| 27 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.74% | +0.03% | -9.40% | |
| 28 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.74% | +0.02% | +2.05% | |
| 29 | ALG | Alamo Group Inc | Stock-Other | 0.73% | -0.56% | EXIT | |
| 30 | ✓ | Csg Systems International In | Stock-Other | 0.72% | -0.27% | EXIT | |
| 31 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.72% | -0.18% | +14.33% | |
| 32 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.71% | -0.12% | -32.29% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | +0.07% | -9.33% | |
| 34 | AEIS | Advanced Energy Industries | Stock-Industrials | 0.70% | -0.51% | EXIT | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.69% | -0.21% | -9.72% | |
| 36 | PRU | Prudential Financial Inc | Stock-Financials | 0.67% | -0.02% | -9.91% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.66% | -0.06% | -9.30% | |
| 38 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.65% | +0.06% | -9.42% | |
| 39 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.65% | — | +19.43% | |
| 40 | AEE | Ameren Corporation | Stock-Utilities | 0.65% | +0.08% | +3.71% | |
| 41 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.64% | -0.02% | +4.02% | |
| 42 | SR | Spire Inc | Stock-Utilities | 0.64% | — | +50.65% | |
| 43 | PSA | Public Storage | Stock-Real Estate | 0.64% | -0.11% | -7.18% | |
| 44 | PFG | Principal Financial Group | Stock-Financials | 0.63% | +0.04% | -9.66% | |
| 45 | SLGN | Silgan Holdings Inc | Stock-Consumer Disc | 0.63% | — | -7.66% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.63% | -0.11% | -8.77% | |
| 47 | DG | Dollar General CORP | Stock-Consumer Staples | 0.63% | -0.08% | +13.55% | |
| 48 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.62% | +0.02% | +2.70% | |
| 49 | HP | Helmerich & Payne | Stock-Energy | 0.62% | -0.74% | -9.80% | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.62% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 2 | CVX | Chevron CORP | — | NEW | New buy |
| 3 | MO | Altria Group Inc | — | NEW | New buy |
| 4 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 5 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | LNT | Alliant Energy CORP | — | NEW | New buy |
| 9 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 10 | EOG | Eog Resources Inc | — | NEW | New buy |
| 11 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 12 | PEP | Pepsico Inc | — | NEW | New buy |
| 13 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 14 | ✓ | — | NEW | New buy | |
| 15 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 16 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 17 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 18 | BLK | Blackrock Inc | — | NEW | New buy |
| 19 | AZO | Autozone Inc | — | NEW | New buy |
| 20 | FAST | Fastenal Co | — | NEW | New buy |
| 21 | HSY | Hershey Co/the | — | NEW | New buy |
| 22 | EHC | Encompass Health CORP | — | NEW | New buy |
| 23 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 24 | LAMR | Lamar Advertising Co-a | — | NEW | New buy |
| 25 | MMS | Maximus Inc | — | NEW | New buy |
| 26 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 27 | ESS | Essex Property Trust Inc | — | NEW | New buy |
| 28 | PB | Prosperity Bancshares Inc | — | NEW | New buy |
| 29 | ALG | Alamo Group Inc | — | NEW | New buy |
| 30 | ✓ | Csg Systems International In | — | NEW | New buy |
| 31 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 32 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 33 | HD | Home Depot Inc | — | NEW | New buy |
| 34 | AEIS | Advanced Energy Industries | — | NEW | New buy |
| 35 | AEP | American Electric Power | — | NEW | New buy |
| 36 | PRU | Prudential Financial Inc | — | NEW | New buy |
| 37 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 38 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 39 | MOH | Molina Healthcare Inc | — | NEW | New buy |
| 40 | AEE | Ameren Corporation | — | NEW | New buy |
| 41 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 42 | SR | Spire Inc | — | NEW | New buy |
| 43 | PSA | Public Storage | — | NEW | New buy |
| 44 | PFG | Principal Financial Group | — | NEW | New buy |
| 45 | SLGN | Silgan Holdings Inc | — | NEW | New buy |
| 46 | AMGN | Amgen Inc | — | NEW | New buy |
| 47 | DG | Dollar General CORP | — | NEW | New buy |
| 48 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 49 | HP | Helmerich & Payne | — | NEW | New buy |
| 50 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Dean Investment Associates, LLC reported a total U.S. public equity portfolio value of $760.8M across 212 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WEC, CVX, MO) accounted for 6.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
WEC
市值: $10.3M
During Q1 2025, Dean Investment Associates, LLC's top holdings by market value included WEC (1.5%)、CVX (1.5%)、MO (1.4%). The largest single position, WEC, represented 1.5% of total portfolio value.
In Q1 2025, Dean Investment Associates, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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