Titelia

Holdings of DEAN MID CAP VALUE

Unified Series Trust · Original filing · Compare with another fund · Report an error

Net assets
245.6M $ including 234.8M $ in equities, 95.6 %
Positions
54 in 3 countries
Top ten
23.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Jazz Pharmaceuticals PLC 39,1287.4M $3.01 %
2Bank of New York Mellon Corp/The 53,7186.4M $2.59 %
3Littelfuse Inc 17,7916M $2.46 %
4Keysight Technologies Inc 20,1445.7M $2.32 %
5Permian Resources Corp 257,7275.5M $2.24 %
6Hershey Co/The 25,4605.3M $2.15 %
7Ameren Corp 47,6075.2M $2.13 %
8Baker Hughes Co 84,8355.2M $2.11 %
9Dollar General Corp 42,6065.1M $2.06 %
10L3Harris Technologies Inc 14,5965M $2.05 %
11OGE Energy Corp 101,2674.9M $1.98 %
12Coterra Energy Inc 136,7244.8M $1.96 %
13Knight-Swift Transportation Holdings Inc 82,3164.7M $1.93 %
14Atmos Energy Corp 25,5734.7M $1.92 %
15Avery Dennison Corp 26,7164.6M $1.88 %
16Assurant Inc 20,7574.5M $1.84 %
17Quest Diagnostics Inc 23,0024.5M $1.84 %
18Dover Corp 21,6114.5M $1.83 %
19Prosperity Bancshares Inc 66,7074.5M $1.82 %
20Hartford Insurance Group Inc/The 32,8594.4M $1.81 %
21WESCO International Inc 16,2174.4M $1.81 %
22International Flavors & Fragrances Inc 61,0434.4M $1.80 %
23Regency Centers Corp 58,0814.4M $1.79 %
24Eastman Chemical Co 57,3164.4M $1.78 %
25SS&C Technologies Holdings Inc 63,8934.3M $1.76 %
26ITT Inc 22,5804.3M $1.75 %
27CenterPoint Energy Inc 98,8424.3M $1.74 %
28BorgWarner Inc 78,1294.2M $1.73 %
29Reinsurance Group of America Inc 20,6734.2M $1.72 %
30BJ's Wholesale Club Holdings Inc 42,8124.2M $1.72 %
31Arrow Electronics Inc 29,3444.2M $1.71 %
32Zimmer Biomet Holdings Inc 45,3664.1M $1.67 %
33W R Berkley Corp 61,3004.1M $1.65 %
34Regions Financial Corp 154,4144M $1.64 %
35Encompass Health Corp 41,0874M $1.62 %
36Xcel Energy Inc 49,5333.9M $1.60 %
37Hasbro Inc 41,9413.9M $1.60 %
38MKS Inc 16,9303.9M $1.58 %
39US Foods Holding Corp 41,5193.8M $1.56 %
40Gates Industrial Corp PLC 169,3243.8M $1.56 %
41Raymond James Financial Inc 26,2143.8M $1.55 %
42Regal Rexnord Corp 20,2603.8M $1.54 %
43AGCO Corp 32,7093.8M $1.54 %
44Republic Services Inc 17,1643.8M $1.53 %
45STAG Industrial Inc 102,6343.7M $1.51 %
46Microchip Technology Inc 56,3623.6M $1.48 %
47LKQ Corp 121,0923.6M $1.45 %
48Omnicom Group Inc 47,2133.6M $1.45 %
49AvalonBay Communities, Inc. 20,4923.3M $1.36 %
50PulteGroup Inc 28,0493.3M $1.34 %
51CBRE Group Inc 24,1553.3M $1.33 %
52RPM International Inc 32,1823.2M $1.30 %
53Levi Strauss & Co 166,3473.1M $1.25 %
54Masco Corp 50,4913M $1.24 %

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Sector breakdown

  • Industrials 9.4 %
  • Financials 7.9 %
  • Utilities 7.7 %
  • Consumer staples 5.7 %
  • Technology 5.6 %
  • Energy 4.4 %
  • Health care 3.7 %
  • Real estate 2.8 %
  • Consumer discretionary 2.2 %
  • Materials 1.9 %
  • Communication 1.5 %
  • Unattributed 47.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 95.2 %
  • Ireland 3.2 %
  • United Kingdom 1.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States52223.6M $95.22 %
2Ireland17.4M $3.15 %
3United Kingdom13.8M $1.63 %
Cite this page

Titelia. "Holdings of DEAN MID CAP VALUE". https://titelia.com/en/funds/S000016034