13F ガイド13F 完全解析
SEC Form 13Fとは？米国機関投資家の保有銘柄完全ガイド
Form 13Fの基準（運用資産1億ドル以上）と45日間の遅延開示ルールを解説。ヘッジファンドの保有銘柄を効果的に追跡する方法を学びます。
AlphaSMO 公式研究ガイド記事を読む
CIK: 0000846797
申告総資産額
$7.6億
$7.6億
199 檔
6.5%
Q4 2025の報告期間中、Dean Investment Associates, LLC（CIK: 0000846797）が米国SECに提出したForm 13F報告書によると、追跡対象の米国株式ポートフォリオの時価総額は $7.6億 に達し、合計 199 件の保有銘柄を報告しました。
Q4 2025において、Dean Investment Associates, LLCは慎重なリスク回避姿勢を見せ、104 銘柄の減却および 10 銘柄の全売却を実施しました。
上位5銘柄（IUSV, XEL, OMC等）の合計時価総額は全体ポートフォリオの 6.5% を占めており、主要コア銘柄への集中度を示しています。
今期最大新規買付
POR
市值: $558.9万
今期最大全売却 / 減却
VC
前期市值: $515.8万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.84% | — | +533.19% | |
| 2 | XEL | Xcel Energy Inc | 株式-公益事業 | 1.36% | -0.12% | -1.86% | |
| 3 | OMC | Omnicom Group | 株式-通信サービス | 1.29% | +0.08% | -0.94% | |
| 4 | ✓ | 株式-その他 | 1.28% | — | -0.47% | ||
| 5 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.25% | +0.12% | +1.44% | |
| 6 | PEP | Pepsico Inc | 株式-生活必需品 | 1.22% | -0.29% | -4.87% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.02% | -4.15% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | -0.51% | -25.88% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.16% | -0.60% | -7.18% | |
| 10 | AMGN | Amgen Inc | 株式-ヘルスケア | 1.16% | -0.11% | +20.34% | |
| 11 | DG | Dollar General CORP | 株式-生活必需品 | 1.05% | -0.08% | +1.41% | |
| 12 | WEC | Wec Energy Group Inc | 株式-公益事業 | 1.03% | +0.09% | -3.67% | |
| 13 | PNC | Pnc Financial Services Group | 株式-金融 | 1.01% | +0.05% | -3.87% | |
| 14 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.99% | +0.23% | +2.24% | |
| 15 | LFUS | Littelfuse Inc | 株式-IT | 0.97% | -0.27% | -35.67% | |
| 16 | MO | Altria Group Inc | 株式-生活必需品 | 0.92% | -0.10% | -28.48% | |
| 17 | ✓ | 株式-その他 | 0.87% | — | -3.79% | ||
| 18 | LHX | L3harris Technologies Inc | 株式-資本財 | 0.87% | -0.18% | -6.55% | |
| 19 | HP | Helmerich & Payne | 株式-エネルギー | 0.87% | -0.74% | +30.31% | |
| 20 | PB | Prosperity Bancshares Inc | 株式-金融 | 0.85% | +0.02% | +3.78% | |
| 21 | VZ | Verizon Communications Inc | 株式-通信サービス | 0.85% | -0.26% | -5.21% | |
| 22 | EOG | Eog Resources Inc | 株式-エネルギー | 0.84% | -0.26% | -12.02% | |
| 23 | BELFB | Bel Fuse Inc-cl B | 株式-その他 | 0.84% | -0.55% | -11.53% | |
| 24 | SHOO | Steven Madden LTD | 株式-その他 | 0.84% | +0.15% | +19.55% | |
| 25 | VIAV | Viavi Solutions Inc | 株式-IT | 0.83% | -0.78% | +33.82% | |
| 26 | HSY | Hershey Co/the | 株式-生活必需品 | 0.83% | -0.28% | -4.01% | |
| 27 | AEIS | Advanced Energy Industries | 株式-資本財 | 0.83% | -0.51% | EXIT | |
| 28 | PFG | Principal Financial Group | 株式-金融 | 0.82% | +0.04% | -4.11% | |
| 29 | POR | Portland General Electric Co | 株式-公益事業 | 0.80% | +0.15% | — | |
| 30 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.78% | +0.06% | -4.21% | |
| 31 | ESS | Essex Property Trust Inc | 株式-不動産 | 0.77% | +0.03% | -4.35% | |
| 32 | BWA | Borgwarner Inc | 株式-一般消費財 | 0.77% | -0.04% | +2.24% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.76% | -0.05% | -3.91% | |
| 34 | REYN | Reynolds Consumer Products I | 株式-その他 | 0.75% | — | +79.74% | |
| 35 | ITW | Illinois Tool Works | 株式-資本財 | 0.75% | -0.08% | -7.19% | |
| 36 | KNX | Knight-swift Transportation | 株式-資本財 | 0.75% | +0.19% | -3.83% | |
| 37 | AIZ | Assurant Inc | 株式-金融 | 0.75% | +0.12% | +1.86% | |
| 38 | DLR | Digital Realty Trust Inc | 株式-不動産 | 0.74% | -0.12% | -4.32% | |
| 39 | EHC | Encompass Health CORP | 株式-ヘルスケア | 0.74% | +0.12% | +1.25% | |
| 40 | CPK | Chesapeake Utilities CORP | 株式-その他 | 0.73% | +0.21% | — | |
| 41 | YETI | Yeti Holdings Inc | 株式-一般消費財 | 0.72% | +0.22% | -12.08% | |
| 42 | CSCO | Cisco Systems Inc | 株式-IT | 0.72% | -0.04% | -5.31% | |
| 43 | LKQ | Lkq CORP | 株式-一般消費財 | 0.72% | -0.30% | -11.68% | |
| 44 | KEYS | Keysight Technologies In | 株式-IT | 0.72% | -0.28% | +340.44% | |
| 45 | AEE | Ameren Corporation | 株式-公益事業 | 0.72% | +0.08% | +2.63% | |
| 46 | JBSS | John B. Sanfilippo & Son Inc | 株式-その他 | 0.70% | +0.02% | +61.62% | |
| 47 | BLK | Blackrock Inc | 株式-金融 | 0.70% | -0.01% | -2.60% | |
| 48 | SSNC | Ss&c Technologies Holdings | 株式-IT | 0.70% | -0.08% | +2.70% | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.70% | -0.03% | -13.09% | |
| 50 | HCSG | Healthcare Services Group | 株式-その他 | 0.69% | -0.05% | +29.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | +1.6% | +533.19% | 増加 |
| 2 | KEYS | Keysight Technologies In | +0.6% | +340.44% | 増加 |
| 3 | EIG | Employers Holdings Inc | +0.5% | +376.62% | 増加 |
| 4 | SAFT | Safety Insurance Group Inc | +0.5% | +531.86% | 増加 |
| 5 | VIAV | Viavi Solutions Inc | +0.4% | +33.82% | 増加 |
| 6 | HP | Helmerich & Payne | +0.4% | +30.31% | 増加 |
| 7 | AMGN | Amgen Inc | +0.4% | +20.34% | 増加 |
| 8 | JBSS | John B. Sanfilippo & Son Inc | +0.3% | +61.62% | 増加 |
| 9 | REYN | Reynolds Consumer Products I | +0.3% | +79.74% | 増加 |
| 10 | SHOO | Steven Madden LTD | +0.3% | +19.55% | 増加 |
| 11 | KMT | Kennametal Inc | +0.3% | +70.23% | 増加 |
| 12 | DG | Dollar General CORP | +0.3% | +1.41% | 増加 |
| 13 | JAZZ | Jazz Pharmaceuticals plc | +0.3% | +2.24% | 増加 |
| 14 | CAC | Camden National CORP | +0.2% | +150.52% | 増加 |
| 15 | HCSG | Healthcare Services Group | +0.2% | +29.25% | 増加 |
| 16 | INVX | Innovex International Inc | +0.2% | +24.71% | 増加 |
| 17 | LEG | Leggett & Platt Inc | +0.2% | +181.45% | 増加 |
| 18 | ✓ | +0.2% | +33.37% | 増加 | |
| 19 | KNX | Knight-swift Transportation | +0.2% | -3.83% | 減少 |
| 20 | STBA | S & T Bancorp Inc | +0.2% | +58.20% | 増加 |
| 21 | HTLD | Heartland Express Inc | +0.2% | +111.04% | 増加 |
| 22 | AIR | Aar CORP | +0.1% | +62.55% | 増加 |
| 23 | CUZ | Cousins Properties Inc | +0.1% | +148.34% | 増加 |
| 24 | WGO | Winnebago Industries | +0.1% | +37.69% | 増加 |
| 25 | MKSI | Mks Inc | +0.1% | +2.65% | 増加 |
| 26 | BRC | Brady Corporation - Cl A | +0.1% | +27.87% | 増加 |
| 27 | PAYX | Paychex Inc | +0.1% | +37.05% | 増加 |
| 28 | WCC | Wesco International Inc | +0.1% | +1.92% | 増加 |
| 29 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.44% | 増加 |
| 30 | WERN | Werner Enterprises Inc | +0.1% | +30.70% | 増加 |
| 31 | DOV | Dover CORP | +0.1% | +2.53% | 増加 |
| 32 | YETI | Yeti Holdings Inc | +0.1% | -12.08% | 減少 |
| 33 | WHD | Cactus Inc - A | +0.1% | +14.58% | 増加 |
| 34 | ✓ | +0.1% | +7.08% | 増加 | |
| 35 | AIZ | Assurant Inc | +0.1% | +1.86% | 増加 |
| 36 | MRK | Merck & Co. Inc. | +0.1% | -4.46% | 減少 |
| 37 | AVY | Avery Dennison CORP | +0.1% | +2.62% | 増加 |
| 38 | ✓ | +0.1% | +23.51% | 増加 | |
| 39 | PB | Prosperity Bancshares Inc | +0.1% | +3.78% | 増加 |
| 40 | SRCE | 1st Source CORP | +0.1% | +16.55% | 増加 |
| 41 | CTRA | Coterra Energy Inc | +0.1% | +2.24% | 増加 |
| 42 | BELFB | Bel Fuse Inc-cl B | +0.1% | -11.53% | 減少 |
| 43 | ATKR | Atkore Inc | +0.1% | +26.56% | 増加 |
| 44 | BNL | Broadstone Net Lease Inc | +0.1% | +13.26% | 増加 |
| 45 | RGA | Reinsurance Group Of America | +0.1% | +2.61% | 増加 |
| 46 | FULT | Fulton Financial CORP | +0.1% | +15.45% | 増加 |
| 47 | HAS | Hasbro Inc | +0.1% | +2.24% | 増加 |
| 48 | ✓ | +0.1% | -2.41% | 減少 | |
| 49 | PR | Permian Resources Corp-cl A | +0.1% | +0.35% | 増加 |
| 50 | SCL | Stepan Co | +0.1% | +20.25% | 増加 |
SEC公式 Form 13F 報告によると、Dean Investment Associates, LLC の Q4 2025 における米国株式保有時価総額は約 $7.6億、保有銘柄数は 199 件です。
Q4 2025 における上位3銘柄は IUSV (1.8%)、XEL (1.4%)、OMC (1.3%) です。最大保有銘柄 IUSV がポートフォリオの約 1.8% を占めています。
Q4 2025 中に合計 198 件の調整を実施しました（新規買付 7 件、追加買付 77 件、減却 104 件、全売却 10 件）。
本ページのデータはSEC EDGARアーカイブの Form 13F-HR より自動取得・解析され、正確なCUSIP照合により構造化データセットとして提供されています。
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Form 13Fの基準（運用資産1億ドル以上）と45日間の遅延開示ルールを解説。ヘッジファンドの保有銘柄を効果的に追跡する方法を学びます。
5%以上の株式保有申告ルール（13Dと13G）の違いを解説。機関投資家のアクティビスト（物言う株主）意図を見抜く。
ヘッジファンドの13F買い増しと企業役員のインサイダー買いが重なる「スマートマネー重複シグナル」の活用法。