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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DEAN INVESTMENT ASSOCIATES, LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0000846797-25-000004

Total Value
$679.8M
Positions
204
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (204)

#IssuerTicker / CUSIPSharesValue% of Filing
1JP Morgan Chase & CoVYLD36,551$10.6M1.56%
2Altria Group IncMO166,045$9.7M1.43%
3Johnson & JohnsonJNJ58,808$9.0M1.32%
4SPDR Bloomberg Barclays Invest78468r200288,670$8.9M1.31%
5Chevron CorpCVX61,756$8.8M1.30%
6Xcel Energy IncXELLL129,537$8.8M1.30%
7PepsiCo IncPEP63,710$8.4M1.24%
8Littelfuse IncLFUS33,776$7.7M1.13%
9WEC Energy Group IncWEC72,079$7.5M1.10%
10Verizon Communications IncVZ172,098$7.4M1.10%
11Bank of NY Mellon06405810076,143$6.9M1.02%
12EOG Resources IncEOG57,536$6.9M1.01%
13BlackRock IncBLK6,448$6.8M1.00%
14PNC Financial Services Group69347510535,989$6.7M0.99%
15Duke Energy CorpDUKB55,286$6.5M0.96%
16Fastenal CoFAST151,241$6.4M0.93%
17Cisco Systems IncCSCO91,342$6.3M0.93%
18Schwab Short-Term US Treasury808524862256,236$6.2M0.92%
19Digital Realty Trust Inc25386810335,779$6.2M0.92%
20Texas Instruments Inc88250810430,006$6.2M0.92%
21L3Harris Technologies IncLHX24,726$6.2M0.91%
22Amdocs LtdDOX63,747$5.8M0.86%
23Dollar General Corp25667710550,063$5.7M0.84%
24Encompass Health CorpEHC46,319$5.7M0.84%
25Union Pacific CorpUNP24,551$5.6M0.83%
26Hershey Co/TheHSY33,842$5.6M0.83%
27Lamar Advertising CoLAMR46,099$5.6M0.82%
28Omnicom GroupOMC77,343$5.6M0.82%
29AutoZone IncAZO1,465$5.4M0.80%
30Vishay Intertechnology IncVSH335,856$5.3M0.78%
31Alliant Energy CorpLNT85,723$5.2M0.76%
32Prosperity Bancshares IncPB72,552$5.1M0.75%
33Bel Fuse Inc Cl BBELFB52,111$5.1M0.75%
34Alamo Group IncALG23,099$5.0M0.74%
35Advanced Energy Inds00797310038,067$5.0M0.74%
36Kinder Morgan IncEP-PC170,531$5.0M0.74%
37Amgen IncAMGN17,820$5.0M0.73%
38Home Depot IncHD13,353$4.9M0.72%
39Essex Property Trust Inc29717810516,938$4.8M0.71%
40ESCO TechnologiesESE24,948$4.8M0.70%
41T Rowe Price Group IncTROW49,281$4.8M0.70%
42American Electric Power02553710143,663$4.5M0.67%
43Illinois Tool Works Inc45230810918,212$4.5M0.66%
44Paychex IncPAYX30,954$4.5M0.66%
45Prudential Financial IncPUKPF41,735$4.5M0.66%
46Microchip Technology IncMCHPP63,492$4.5M0.66%
47Regal Rexnord CorpRRX30,635$4.4M0.65%
48Ameren CorpAEE45,866$4.4M0.65%
49Air Products & Chemicals IncAIIR15,537$4.4M0.64%
50WR Berkley CorpWRB-PH58,949$4.3M0.64%
51International Flavors & Fragra45950610158,856$4.3M0.64%
52Kimberly Clark CorpKMB33,542$4.3M0.64%
53Mondelez International Inc60920710563,373$4.3M0.63%
54Public StoragePSA-PS14,523$4.3M0.63%
55SS&C Technologies HoldingsSSNC51,240$4.2M0.62%
56American Tower CorpAMT19,003$4.2M0.62%
57Principal Financial Group IncPFG51,784$4.1M0.61%
58PPG Industries Inc69350610735,767$4.1M0.60%
59Knight Transportation Inc49904910491,568$4.1M0.60%
60Arrow Electronics Inc04273510031,678$4.0M0.59%
61Hartford Insurance Group, IncHIG-PG31,694$4.0M0.59%
62Jazz Pharmaceuticals IncJAZZ37,590$4.0M0.59%
63Quest Diagnostics IncDGX22,182$4.0M0.59%
64Ameriprise Financial Inc03076C1067,410$4.0M0.58%
65Assurant IncAIZN19,975$3.9M0.58%
66Reinsurance Group Of America75935160419,833$3.9M0.58%
67Standard Motor Products Inc853666105127,945$3.9M0.58%
68Cactus IncWHD88,884$3.9M0.57%
69Molina Healthcare IncMOH12,923$3.8M0.57%
70Lithia Motors Inc-Cl A53679710311,363$3.8M0.56%
71Comcast CorpCCZ107,069$3.8M0.56%
72Dover CorpDOV20,805$3.8M0.56%
73Atmos Energy CorpATO24,652$3.8M0.56%
74Gates Industrial Corp PLCGTES163,893$3.8M0.56%
75Sysco CorpSYY49,657$3.8M0.55%
76Take-Two Interactive SoftwareTTWO15,282$3.7M0.55%
77BorgWarner IncBWA109,903$3.7M0.54%
78Avery Dennison CorpAVY20,793$3.6M0.54%
79Steven Madden Ltd556269108150,789$3.6M0.53%
80OGE Energy CorpOGE81,382$3.6M0.53%
81Werner Enterprises IncWERN131,756$3.6M0.53%
82US Foods Holding CorpUSFD46,691$3.6M0.53%
83Independent Bank Corp45383610856,679$3.6M0.52%
84Regency Centers Corp75884910349,995$3.6M0.52%
85Helmerich & Payne IncHP231,728$3.5M0.52%
86Innovex International IncINVX223,782$3.5M0.51%
87Centerpoint Energy IncCNP95,007$3.5M0.51%
88Lockheed Martin CorpLMT7,427$3.4M0.51%
89Regions Financial CorpRF-PF144,937$3.4M0.50%
90Avalonbay Communities IncAWX16,664$3.4M0.50%
91ITT IncITT21,617$3.4M0.50%
92Papa Johns Intl Inc69881310269,234$3.4M0.50%
93Permian Resources CorpPR248,741$3.4M0.50%
94Astec Industries Inc04622410181,050$3.4M0.50%
95Raymond James Financial Inc75473010921,894$3.4M0.49%
96Coterra Energy IncCTRA131,765$3.3M0.49%
97Broadridge Financial Solutions11133T10313,500$3.3M0.48%
981st Source CorpSRCE52,481$3.3M0.48%
99AGCO CorpAGCO31,549$3.3M0.48%
100CBRE Group IncCBRE23,131$3.2M0.48%
101First Financial Corp32021810059,318$3.2M0.47%
102LKQ CorpLKQ86,465$3.2M0.47%
103Conagra BrandsCAG154,379$3.2M0.46%
104Stag Industrial Inc85254J10285,987$3.1M0.46%
105Rush Enterprises IncRUSHB60,556$3.1M0.46%
106Canadian Imperial Bank of CommCNDIF43,914$3.1M0.46%
107Republic Services Inc76075910012,526$3.1M0.45%
108BJ's Wholesale Club Holdings05550J10128,636$3.1M0.45%
109Weyerhaeuser CoWY120,080$3.1M0.45%
110World Kinect CorpWKC107,733$3.1M0.45%
111Yeti Holdings IncYETI95,265$3.0M0.44%
112Nextera Energy IncNEE-PW43,096$3.0M0.44%
113Hasbro IncHAS40,345$3.0M0.44%
114CSG Systems International Inc12634910945,233$3.0M0.43%
115Eastman Chemical CoEMN39,513$3.0M0.43%
116Carter's IncCRI97,666$2.9M0.43%
117Zimmer Biomet Holdings IncZBH32,219$2.9M0.43%
118Cathay General Bancorp14915010464,307$2.9M0.43%
119Pfizer IncPFE119,951$2.9M0.43%
120Johnson Outdoors IncJOUT95,722$2.9M0.43%
121Douglas Dynamics IncPLOW97,570$2.9M0.42%
122Merck & Co IncMRK36,125$2.9M0.42%
123Wesco International Inc95082P10515,420$2.9M0.42%
124PulteGroup Inc74586710126,985$2.8M0.42%
125Baker Hughes CoBKR73,381$2.8M0.41%
126PROG HoldingsPRG94,982$2.8M0.41%
127Hackett Group Inc/TheHCKT106,856$2.7M0.40%
128Perrigo Co plcPRGO99,787$2.7M0.39%
129Broadstone Net LeaseBNL164,279$2.6M0.39%
130Global Payments Inc37940X10232,775$2.6M0.39%
131QCR Holdings IncQCRH38,621$2.6M0.39%
132The Campbell's CompanyCPB85,253$2.6M0.38%
133Verra Mobility CorpVRRM102,466$2.6M0.38%
134Kennametal IncKMT113,277$2.6M0.38%
135Sonoco Products83549510258,163$2.5M0.37%
136Stepan CoSCL45,274$2.5M0.36%
137Heartland Express IncHTLD283,284$2.4M0.36%
138Columbia Sportswear CoCOLM39,694$2.4M0.36%
139Bristol Myers Squibb CoCELG-RI51,718$2.4M0.35%
140Skechers USA Inc83056610537,469$2.4M0.35%
141Berkshire Hathaway Inc - BBRK-A4,833$2.3M0.35%
142Great Southern Bancorp Inc39090510739,325$2.3M0.34%
143Cohu IncCOHU111,697$2.1M0.32%
144Atkore IncATKR30,121$2.1M0.31%
145Maximus IncMMS30,094$2.1M0.31%
146S&T Bancorp IncSTBA54,464$2.1M0.30%
147Winnebago Industries Inc97463710070,220$2.0M0.30%
148Viavi Solutions IncVIAV201,422$2.0M0.30%
149Harmonic IncHLIT212,316$2.0M0.30%
150Camden National Corp13303410847,491$1.9M0.28%
151Huntsman CorpHUN184,606$1.9M0.28%
152Malibu Boats IncMBUU60,057$1.9M0.28%
153TEGNA Inc87901J105100,250$1.7M0.25%
154Healthcare Services Group Inc421906108111,512$1.7M0.25%
155Quaker Chemical Corp74731610714,783$1.7M0.24%
156Silgan Holdings IncSLGN29,751$1.6M0.24%
157LindeLIN3,435$1.6M0.24%
158iShares National Muni Bond46428841415,184$1.6M0.23%
159PJT Partners IncPJT9,287$1.5M0.23%
160Minerals Technologies IncMTX27,140$1.5M0.22%
161Orion SAOEC141,919$1.5M0.22%
162Federated Hermes IncFHI32,893$1.5M0.21%
163Brady CorpBRC21,416$1.5M0.21%
164Conmed CorpCNMD27,878$1.5M0.21%
165Microsoft CorpMSFT2,819$1.4M0.21%
166Columbus Mckinnon Corp N YCMCO91,573$1.4M0.21%
167iShares Russell 3000 Value Ind46428766314,756$1.4M0.21%
168Diamond Hill Investment Group25264R2079,609$1.4M0.21%
169Donaldson IncDCI19,744$1.4M0.20%
170Safety Insurance Group Inc78648T10016,431$1.3M0.19%
171McKesson CorpMCK1,748$1.3M0.19%
172Employers HoldingsEIG26,979$1.3M0.19%
173MKS IncMKSI12,722$1.3M0.19%
174FiservFISV6,976$1.2M0.18%
175Leggett & Platt IncLEG130,159$1.2M0.17%
176John B Sanfilippo & Son IncJBSS16,816$1.1M0.16%
177Schein Henry IncHSIC14,538$1.1M0.16%
178Broadcom IncAVGO3,410$939,9660.14%
179Keysight Technologies IncKEYS5,709$935,4770.14%
180UnitedHealth Group IncUNH2,985$931,2300.14%
181VanEck Vectors Short H/Y Muni92189f38741,000$926,1570.14%
182Aflac IncAFL8,031$846,9490.12%
183Cousins Properties Inc22279550227,719$832,4020.12%
184Lowe's Companies Inc5486611073,725$826,4660.12%
185Fulton Financial Corp36027110045,643$823,4000.12%
186Universal Health Services Inc9139031004,496$814,4500.12%
187iShares Short Term National4642881586,650$707,1610.10%
188Stanley Black & Decker IncSWK10,210$691,7270.10%
189Eli Lilly & CoLLY870$678,1910.10%
190Ross Stores IncROST5,155$657,6750.10%
191Getty Realty Corp37429710919,762$546,2220.08%
192Mohawk Industries Inc6081901044,886$512,2480.08%
193Spectrum Brands Holdings IncSPB9,424$499,4720.07%
194Philip Morris International7181721092,568$467,7100.07%
195Simmons First National Corp82873020024,023$455,4760.07%
196Cummins IncCMI1,255$411,0120.06%
197Franklin Covey CoFC16,446$375,2980.06%
198Emerson Electric CoEMR2,552$340,2580.05%
199Metlife IncMET-PF4,227$339,9350.05%
200Alphabet Inc - AGOOG1,728$304,5250.04%
201Elevance Health IncELV756$294,0540.04%
202Visa IncV653$231,8480.03%
203RPM Intl Inc7496851032,098$230,4440.03%
204United Parcel Service IncUPS2,131$215,1030.03%