Fund Universe

Dean Capital Management

CIK 0001455468 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.041
AUM ($M)
276
Positions
112
Turnover
0.26
Top-10 wt
18%
Herfindahl
0.011
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 126 positions · portfolio value $276M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
JAZZ funds › Jazz Pharmaceuticals PLC HOLD 1.8% +0.2% 5.1 21,156 +0 5
AWR funds › American States Water Co ADD 1.8% +0.4% 5.1 61,578 +14,900 2
HTLD funds › Heartland Express Inc ADD 1.8% +0.8% 5.1 332,689 +88,606 5
EIG funds › Employers Holdings ADD 1.8% +1.0% 5.0 99,072 +48,831 5
SIGI funds › Selective Ins Group Inc NEW 1.8% +1.8% 5.0 51,255 +51,255 1
JBSS funds › John B Sanfilippo & Son Inc ADD 1.8% -0.0% 4.9 56,833 +2,789 5
BNL funds › Broadstone Net Lease ADD 1.7% +0.7% 4.8 233,736 +95,603 5
POR funds › Portland General Electric Co ADD 1.7% +0.3% 4.8 93,019 +24,723 3
WERN funds › Werner Enterprises Inc ADD 1.7% +1.2% 4.6 105,597 +64,264 5
REYN funds › Reynolds Consumer Products TRIM 1.5% -0.0% 4.3 159,226 -21,310 4
BNY funds › Bank of New York Mellon Corp HOLD 1.5% +0.1% 4.2 29,137 +0 5
KFRC funds › Kforce Inc NEW 1.5% +1.5% 4.1 86,613 +86,613 1
ADUS funds › Addus Homecare Corp ADD 1.4% +0.2% 3.9 38,679 +8,388 2
WKC funds › World Kinect Corp ADD 1.4% +1.3% 3.8 114,496 +105,349 5
LFUS funds › Littelfuse Inc TRIM 1.3% -0.5% 3.7 8,019 -5,272 5
CPK funds › Chesapeake Utilities Corp ADD 1.3% +0.4% 3.5 28,712 +11,845 3
KNX funds › Knight-Swift Transportation Ho HOLD 1.3% +0.2% 3.5 44,559 +0 5
CATY funds › Cathay General Bancorp ADD 1.2% +1.0% 3.4 54,934 +41,275 5
ARW funds › Arrow Electronics Inc HOLD 1.2% +0.3% 3.4 15,886 +0 5
HAE funds › Haemonetics Corp NEW 1.2% +1.2% 3.4 44,968 +44,968 1
YETI funds › Yeti Holdings Inc ADD 1.2% +0.4% 3.4 67,747 +14,180 5
AEE funds › Ameren Corp ADD 1.2% +0.0% 3.3 29,215 +3,410 5
AIZ funds › Assurant Inc HOLD 1.1% +0.1% 3.0 11,237 +0 5
COHU funds › Cohu Inc TRIM 1.1% -0.0% 3.0 40,459 -47,789 5
JJSF funds › J & J Snack Foods Corp ADD 1.1% +0.5% 3.0 40,222 +24,069 2
SRCE funds › 1st Source Corp TRIM 1.0% -0.0% 2.9 35,000 -1,226 5
AVB funds › Avalonbay Communities Inc ADD 1.0% +0.3% 2.9 15,111 +4,029 5
QCRH funds › QCR Holdings Inc TRIM 1.0% -0.1% 2.8 29,187 -2,644 5
HSY funds › Hershey Co/The ADD 1.0% -0.2% 2.8 15,967 +2,174 2
EHC funds › Encompass Health Corp ADD 1.0% +0.1% 2.7 27,200 +4,959 5
RPM funds › RPM Intl Inc ADD 1.0% +0.3% 2.7 24,255 +6,819 2
MTX funds › Minerals Technologies Inc ADD 1.0% +0.2% 2.7 36,306 +9,464 5
AVY funds › Avery Dennison Corp ADD 1.0% -0.1% 2.7 16,506 +2,015 5
USFD funds › US Foods Holding Corp ADD 1.0% +0.1% 2.7 26,115 +3,720 5
OGE funds › OGE Energy Corp HOLD 1.0% -0.1% 2.7 54,866 +0 5
HIG funds › Hartford Insurance Group Inc ADD 1.0% -0.0% 2.6 19,993 +2,169 5
DG funds › Dollar General Corp HOLD 1.0% -0.2% 2.6 23,016 +0 5
DGX funds › Quest Diagnostics Inc HOLD 1.0% -0.1% 2.6 12,476 +0 5
PB funds › Prosperity Bancshares Inc HOLD 1.0% -0.0% 2.6 36,112 +0 5
DOV funds › Dover Corp HOLD 1.0% -0.1% 2.6 11,702 +0 5
IFF funds › International Flavors & Fragra HOLD 0.9% -0.0% 2.6 33,012 +0 5
RRX funds › Regal Rexnord Corp HOLD 0.9% +0.1% 2.6 10,927 +0 5
THFF funds › First Financial Corp ADD 0.9% +0.3% 2.6 33,340 +9,585 5
GTESZZZZ funds › Gates Industrial Corp PLC NEW 0.9% +0.9% 2.6 92,219 +92,219 1
KBH funds › KB Home NEW 0.9% +0.9% 2.6 40,933 +40,933 1
RF funds › Regions Financial Corp HOLD 0.9% +0.0% 2.5 83,537 +0 5
WCC funds › Wesco International Inc TRIM 0.9% -0.1% 2.5 7,286 -1,471 5
REG funds › Regency Centers Corp HOLD 0.9% -0.1% 2.5 31,541 +0 5
STBA funds › S&T Bancorp Inc ADD 0.9% +0.2% 2.5 50,782 +10,874 5
PRG funds › PROG Holdings TRIM 0.9% +0.2% 2.5 53,274 -4,094 5
MAS funds › Masco Corp ADD 0.9% +0.2% 2.5 30,300 +2,944 2
MSEX funds › Middlesex Water Co NEW 0.9% +0.9% 2.4 43,543 +43,543 1
ITT funds › ITT Inc HOLD 0.9% -0.1% 2.4 12,166 +0 5
ATO funds › Atmos Energy Corp HOLD 0.9% -0.2% 2.4 13,871 +0 5
RGA funds › Reinsurance Group Of America HOLD 0.9% -0.1% 2.4 11,159 +0 5
CNP funds › Centerpoint Energy Inc HOLD 0.9% -0.1% 2.4 53,471 +0 5
WRB funds › WR Berkley Corp HOLD 0.8% -0.1% 2.3 33,168 +0 5
RSG funds › Republic Services Inc ADD 0.8% -0.0% 2.3 10,927 +1,627 5
MGNI funds › Magnite Inc NEW 0.8% +0.8% 2.3 121,971 +121,971 1
LHX funds › L3Harris Technologies Inc HOLD 0.8% -0.3% 2.3 7,905 +0 5
CAC funds › Camden National Corp TRIM 0.8% -0.4% 2.3 41,764 -20,117 5
MZTI funds › Marzetti Company/The ADD 0.8% +0.3% 2.3 19,814 +10,549 2
BWA funds › BorgWarner Inc TRIM 0.8% -0.1% 2.3 33,942 -8,370 5
LEVI funds › Levi Strauss & Co- Class A HOLD 0.8% +0.1% 2.2 90,125 +0 2
KEYS funds › Keysight Technologies Inc TRIM 0.8% -0.5% 2.2 6,354 -4,573 3
RJF funds › Raymond James Financial Inc HOLD 0.8% -0.1% 2.2 14,181 +0 5
BRC funds › Brady Corp TRIM 0.8% -0.5% 2.2 23,493 -14,276 5
XEL funds › Xcel Energy Inc HOLD 0.8% -0.1% 2.1 26,736 +0 5
DVN funds › Devon Energy Corp NEW 0.8% +0.8% 2.1 51,914 +51,914 1
SSNC funds › SS&C Technologies Holdings HOLD 0.8% -0.2% 2.1 34,562 +0 5
MCHP funds › Microchip Technology Inc TRIM 0.8% -0.0% 2.1 23,481 -7,052 5
HAS funds › Hasbro Inc ADD 0.8% -0.1% 2.1 25,883 +3,178 5
AGCO funds › AGCO Corp HOLD Common Stock 0.8% -0.1% 2.1 17,746 +0 5
ZBH funds › Zimmer Biomet Holdings Inc HOLD 0.8% -0.2% 2.1 24,566 +0 5
STAG funds › Stag Industrial Inc HOLD 0.8% -0.1% 2.1 55,563 +0 5
FULT funds › Fulton Financial Corp ADD 0.8% +0.1% 2.1 86,178 +7,194 5
PHM funds › PulteGroup Inc HOLD 0.8% +0.0% 2.1 15,189 +0 5
CUSIP:277432100 funds › Eastman Chemical Co HOLD 0.8% -0.2% 2.1 30,998 +0 5
CBRE funds › CBRE Group Inc ADD 0.7% +0.0% 2.1 15,347 +2,328 5
MKSI funds › MKS Inc TRIM 0.7% -0.1% 2.0 4,573 -4,571 5
BJ funds › BJ's Wholesale Club Holdings HOLD 0.7% -0.2% 2.0 23,248 +0 5
LKQ funds › LKQ Corp ADD 0.7% -0.1% 2.0 76,253 +10,848 4
OMC funds › Omnicom Group ADD 0.7% -0.1% 2.0 27,510 +2,015 5
PR funds › Permian Resources Corp TRIM 0.7% -0.5% 1.9 105,546 -34,409 5
SFNC funds › Simmons First National Corp ADD 0.7% +0.4% 1.9 85,664 +53,000 5
ATKR funds › Atkore Inc ADD 0.7% +0.6% 1.9 25,154 +19,572 5
BKR funds › Baker Hughes Co TRIM 0.7% -0.5% 1.8 33,245 -12,632 5
BFS funds › Saul Centers Inc NEW 0.6% +0.6% 1.8 47,932 +47,932 1
SHOO funds › Steven Madden Ltd ADD 0.6% +0.3% 1.8 41,882 +16,345 5
DPZ funds › Dominos Pizza Inc NEW 0.6% +0.6% 1.7 5,657 +5,657 1
AGM funds › Federal Agricultural Mortgage NEW 0.6% +0.6% 1.7 8,306 +8,306 1
VSH funds › Vishay Intertechnology Inc TRIM 0.6% -0.1% 1.6 30,493 -62,150 5
GSBC funds › Great Southern Bancorp Inc ADD 0.6% +0.4% 1.6 20,883 +12,327 5
KR funds › Kroger Co NEW 0.6% +0.6% 1.6 27,976 +27,976 1
SAFT funds › Safety Insurance Group Inc TRIM 0.6% -0.1% 1.5 20,289 -1,922 5
ESE funds › ESCO Technologies TRIM 0.5% -0.1% 1.4 4,034 -1,086 5
CTSH funds › Cognizant Technology Solutions NEW 0.5% +0.5% 1.4 35,811 +35,811 1
WHD funds › Cactus Inc TRIM 0.5% -1.1% 1.3 25,628 -55,652 5
JOUT funds › Johnson Outdoors Inc ADD 0.5% -0.1% 1.3 27,171 +1,042 5
SON funds › Sonoco Products TRIM 0.4% -0.1% 1.2 20,527 -4,416 2
HLMN funds › Hillman Solutions Corp NEW 0.4% +0.4% 1.1 130,751 +130,751 1
KWR funds › Quaker Chemical Corp TRIM 0.4% -0.5% 1.1 6,643 -11,055 5
INDB funds › Independent Bank Corp TRIM 0.4% -0.2% 1.0 12,458 -6,197 5
SYNA funds › Synaptics Inc ADD 0.4% +0.1% 1.0 8,306 +586 4
PLOW funds › Douglas Dynamics Inc TRIM 0.3% -0.1% 0.8 14,593 -7,261 5
HP funds › Helmerich & Payne Inc TRIM 0.3% -1.5% 0.8 23,018 -97,895 5
RUSHA funds › Rush Enterprises Inc TRIM 0.3% -0.3% 0.7 9,849 -11,175 5
SCL funds › Stepan Co TRIM 0.2% -0.9% 0.7 11,864 -45,384 5
INVX funds › Innovex International Inc TRIM 0.2% -0.7% 0.6 23,968 -67,963 5
HCSG funds › Healthcare Services Group Inc TRIM 0.2% -0.1% 0.6 23,730 -17,840 5
PVH funds › PVH Corp NEW 0.1% +0.1% 0.3 4,272 +4,272 1
AIR funds › AAR Corp TRIM Common Stock 0.1% -0.9% 0.2 1,425 -19,124 4
PBH funds › Prestige Consumer Healthcare I EXIT 0.0% -1.7% 0.0 0 -67,798 0
ASTE funds › Astec Industries Inc EXIT 0.0% -0.1% 0.0 0 -6,655 0
CUSIP:126349109 funds › CSG Systems International Inc EXIT 0.0% -0.6% 0.0 0 -16,867 0
CUSIP:25264R207 funds › Diamond Hill Investment Group EXIT 0.0% -0.3% 0.0 0 -4,523 0
AEIS funds › Advanced Energy Inds EXIT 0.0% -1.0% 0.0 0 -7,839 0
LEG funds › Leggett & Platt Inc EXIT 0.0% -0.1% 0.0 0 -32,900 0
ALG funds › Alamo Group Inc EXIT 0.0% -1.1% 0.0 0 -16,747 0
CUSIP:127097103 funds › Coterra Energy Inc EXIT 0.0% -1.1% 0.0 0 -74,163 0
GTES funds › Gates Industrial Corp PLC EXIT 0.0% -0.9% 0.0 0 -92,219 0
WGO funds › Winnebago Industries Inc EXIT 0.0% -0.1% 0.0 0 -9,859 0
AVO funds › Mission Produce Inc EXIT 0.0% -0.9% 0.0 0 -149,536 0
KMT funds › Kennametal Inc EXIT 0.0% -1.2% 0.0 0 -80,767 0
VIAV funds › Viavi Solutions Inc EXIT 0.0% -1.7% 0.0 0 -121,150 0
BELFB funds › Bel Fuse Inc Cl B EXIT 0.0% -1.2% 0.0 0 -14,847 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 276 112 0.26 18% 0.011 0.041 in
2026Q1 241 111 0.20 17% 0.011 0.063 in
2025Q4 235 117 0.20 16% 0.010 0.047 in
2025Q3 256 121 0.19 18% 0.010 0.062 in
2025Q2 243 124 0.20 15% 0.009 0.060 entered
2025Q1 230 132 0.00 14% 0.009 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status