Long-term investor
Dean Investment Associates, LLC @deaninvestmentassociates
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000846797).
Record
- Tracked since 2025-06-30 (472 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days -3.0% · 6 months +7.7% · 1 year +11.8% · all +11.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- HSY · 1.4% · long · since 2025-06-30
- JAZZ · 1.4% · long · since 2025-06-30
- 78468R200 · 1.3% · long · since 2025-06-30
- XEL · 1.3% · long · since 2025-06-30
- 064058100 · 1.3% · long · since 2025-06-30
- OMC · 1.3% · long · since 2025-06-30
- 92939U106 · 1.1% · long · since 2025-06-30
- KNX · 1.1% · long · since 2025-06-30
- AMGN · 1.0% · long · since 2025-06-30
- JPM · 1.0% · long · since 2025-06-30
- PNC · 1.0% · long · since 2025-06-30
- EOG · 1.0% · long · since 2025-06-30