0001752724-23-041867.txt : 20230227 0001752724-23-041867.hdr.sgml : 20230227 20230227123946 ACCESSION NUMBER: 0001752724-23-041867 CONFORMED SUBMISSION TYPE: NPORT-P PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230227 DATE AS OF CHANGE: 20230227 PERIOD START: 20230331 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UNIFIED SERIES TRUST CENTRAL INDEX KEY: 0001199046 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: NPORT-P SEC ACT: 1940 Act SEC FILE NUMBER: 811-21237 FILM NUMBER: 23672074 BUSINESS ADDRESS: STREET 1: 225 PICTORIA DRIVE, SUITE 450 CITY: CINCINNATI STATE: OH ZIP: 45246 BUSINESS PHONE: 513-346-3324 MAIL ADDRESS: STREET 1: 225 PICTORIA DRIVE, SUITE 450 CITY: CINCINNATI STATE: OH ZIP: 45246 0001199046 S000016034 Dean Mid Cap Value Fund C000044154 Dean Mid Cap Value Fund DALCX NPORT-P 1 primary_doc.xml NPORT-P false 0001199046 XXXXXXXX S000016034 C000044154 Unified Series Trust 811-21237 0001199046 549300NFHRL589EP7U13 225 Pictoria Drive Suite 450 Cincinnati 45246 513-587-3400 DEAN MID CAP VALUE S000016034 5493006Y68OIWBYH7647 2023-03-31 2022-12-31 N 74257544.60 93116.38 74164428.22 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0 N CMS Energy Corporation 549300IA9XFBAGNIBW29 CMS Energy Corp. 125896100 22609.00000000 NS USD 1431827.97000000 1.930612834703 Long EC CORP US N 1 N N N Flowers Foods, Inc. 7YNCQQNDK8FBM9BBTK25 Flowers Foods, Inc. 343498101 49034.00000000 NS USD 1409237.16000000 1.900152396266 Long EC CORP US N 1 N N N Quest Diagnostics Incorporated 8MCWUBXQ0WE04KMXBX50 Quest Diagnostics, Inc. 74834L100 8164.00000000 NS USD 1277176.16000000 1.722087246747 Long EC CORP US N 1 N N N Zimmer Biomet Holdings Inc 2P2YLDVPES3BXQ1FRB91 Zimmer Biomet Holdings, Inc. 98956P102 9420.00000000 NS USD 1201050.00000000 1.619442135301 Long EC CORP US N 1 N N N Raymond James Financial Inc. RGUZHJ05YTITL6D76949 Raymond James Financial, Inc. 754730109 16087.00000000 NS USD 1718895.95000000 2.317682467531 Long EC CORP US N 1 N N N Xcel Energy Inc LGJNMI9GH8XIDG5RCM61 Xcel Energy, Inc. 98389B100 17488.00000000 NS USD 1226083.68000000 1.653196430454 Long EC CORP US N 1 N N N Avery Dennison Corporation 549300PW7VPFCYKLIV37 Avery Dennison Corp. 053611109 6135.00000000 NS USD 1110435.00000000 1.497260919623 Long EC CORP US N 1 N N N Ameriprise Financial, Inc. 6ZLKQF7QB6JAEKQS5388 Ameriprise Financial, Inc. 03076C106 4396.00000000 NS USD 1368782.52000000 1.845605167938 Long EC CORP US N 1 N N N Regions Financial Corporation CW05CS5KW59QTC0DG824 Regions Financial Corp. 7591EP100 59807.00000000 NS USD 1289438.92000000 1.738621804209 Long EC CORP US N 1 N N N FMC Corporation CKDHZ2X64EEBQCSP7013 FMC Corp. 302491303 11401.00000000 NS USD 1422844.80000000 1.918500329806 Long EC CORP US N 1 N N N Centerpoint Energy Inc 21TPXMRRHFKOBHDC8J74 CenterPoint Energy, Inc. 15189T107 46860.00000000 NS USD 1405331.40000000 1.894886044063 Long EC CORP US N 1 N N N Eastman Chemical Company FDPVHDGJ1IQZFK9KH630 Eastman Chemical Co. 277432100 8937.00000000 NS USD 727829.28000000 0.981372468538 Long EC CORP US N 1 N N N Dover Corporation 549300FMC2ALGA7N9E80 Dover Corp. 260003108 7778.00000000 NS USD 1053218.98000000 1.420113395704 Long EC CORP US N 1 N N N Assurant Inc. H3F39CAXWQRVWURFXL38 Assurant, Inc. 04621X108 8068.00000000 NS USD 1008984.08000000 1.360469033762 Long EC CORP US N 1 N N N MSC Industrial Direct Co Inc. 0XVKH0LN6YGOWO2EGO17 MSC Industrial Direct Co., Inc. 553530106 14879.00000000 NS USD 1215614.30000000 1.639079986424 Long EC CORP US N 1 N N N Curtiss-Wright Corp. TEL51ETZWP7D0ZM4X325 Curtiss-Wright Corp. 231561101 8551.00000000 NS USD 1427931.49000000 1.925358995237 Long EC CORP US N 1 N N N Steel Dynamics, Inc. 549300HGGKEL4FYTTQ83 Steel Dynamics, Inc. 858119100 11449.00000000 NS USD 1118567.30000000 1.508226149444 Long EC CORP US N 1 N N N BJ Wholesale Club Holdings Inc 549300UCIWH1C93V0J03 BJ's Wholesale Club Holdings, Inc. 05550J101 18986.00000000 NS USD 1256113.76000000 1.693687648037 Long EC CORP US N 1 N N N Masco Corporation 5GCSNMQXHEYA1JO8QN11 Masco Corp. 574599106 20870.00000000 NS USD 974002.90000000 1.313301974243 Long EC CORP US N 1 N N N CBRE Group 52990016II9MJ2OSWA10 CBRE Group, Inc. 12504L109 15169.00000000 NS USD 1167406.24000000 1.574078393130 Long EC CORP US N 1 N N N Welltower OP LLC N/A Welltower, Inc. 95040Q104 14203.00000000 NS USD 931006.65000000 1.255327752596 Long EC CORP US N 1 N N N STAG Industrial, Inc. 549300QWYX2W6FASVQ07 STAG Industrial, Inc. 85254J102 37053.00000000 NS USD 1197182.43000000 1.614227276786 Long EC CORP US N 1 N N N Regency Centers Corp. 529900053A7X7FJ97S58 Regency Centers Corp. 758849103 14348.00000000 NS USD 896750.00000000 1.209137616944 Long EC CORP US N 1 N N N W.R. Berkley Corporation SQOAGCLKBDWNVYV1OV80 W.R. Berkley Corp. 084423102 19807.00000000 NS USD 1437393.99000000 1.938117807281 Long EC CORP US N 1 N N N BorgWarner Inc. 549300DSFX2IE88NSX47 BorgWarner, Inc. 099724106 27681.00000000 NS USD 1114160.25000000 1.502283880211 Long EC CORP US N 1 N N N Hubbell Incorporated 54930088VDQ6840Y6597 Hubbell, Inc. 443510607 5797.00000000 NS USD 1360439.96000000 1.834356432930 Long EC CORP US N 1 N N N Broadridge Financial Solutions Inc. 549300KZDJZQ2YIHRC28 Broadridge Financial Solutions, Inc. 11133T103 9324.00000000 NS USD 1250628.12000000 1.686291056259 Long EC CORP US N 1 N N N Take-Two Interactive Software Inc. BOMSTHHJK882EWYX3334 Take-Two Interactive Software, Inc. 874054109 9759.00000000 NS USD 1016204.67000000 1.370204954571 Long EC CORP US N 1 N N N Pioneer Natural Resources Company FY8JBF7CCL2VE4F1B628 Pioneer Natural Resources Co. 723787107 6135.00000000 NS USD 1401172.65000000 1.889278571451 Long EC CORP US N 1 N N N Tyson Foods, Inc. WD6L6041MNRW1JE49D58 Tyson Foods, Inc. 902494103 16135.00000000 NS USD 1004403.75000000 1.354293121522 Long EC CORP US N 1 N N N Ameren Corporation XRZQ5S7HYJFPHJ78L959 Ameren Corp. 023608102 15411.00000000 NS USD 1370346.12000000 1.847713456288 Long EC CORP US N 1 N N N Globe Life Inc 5493001JFHKQOPP6XA71 Globe Life, Inc. 37959E102 13044.00000000 NS USD 1572454.20000000 2.120226957505 Long EC CORP US N 1 N N N Pulte Group Inc N/A PulteGroup, Inc. 745867101 21981.00000000 NS USD 1000794.93000000 1.349427149942 Long EC CORP US N 1 N N N Republic Services, Inc. NKNQHM6BLECKVOQP7O46 Republic Services, Inc. 760759100 10483.00000000 NS USD 1352202.17000000 1.823248965108 Long EC CORP US N 1 N N N Arrow Electronics, Inc. 549300YNNLBXT8N8R512 Arrow Electronics, Inc. 042735100 10097.00000000 NS USD 1055843.29000000 1.423651898006 Long EC CORP US N 1 N N N Atmos Energy Corporation QVLWEGTD2S8GJMO8D383 Atmos Energy Corp. 049560105 13382.00000000 NS USD 1499720.74000000 2.022156411091 Long EC CORP US N 1 N N N Baker Hughes Company N/A Baker Hughes Co. 05722G100 41160.00000000 NS USD 1215454.80000000 1.638864923753 Long EC CORP US N 1 N N N N/A N/A Huntington Conservative Deposit Account N/A 3193392.95000000 PA USD 3193392.95000000 4.305828315061 Long STIV US N 1 N N N Eagle Materials Inc. 529900KRXRGXL61SG039 Eagle Materials, Inc. 26969P108 7391.00000000 NS USD 981894.35000000 1.323942452690 Long EC CORP US N 1 N N N ITT Inc 549300KDSERHTJOXUS80 ITT, Inc. 45073V108 15314.00000000 NS USD 1241965.40000000 1.674610631819 Long EC CORP US N 1 N N N The Allstate Corporation OBT0W1ED8G0NWVOLOJ77 Allstate Corp. 020002101 8889.00000000 NS USD 1205348.40000000 1.625237905730 Long EC CORP US N 1 N N N Omnicom Group Inc HKUPACFHSSASQK8HLS17 Omnicom Group, Inc. 681919106 17005.00000000 NS USD 1387097.85000000 1.870300740248 Long EC CORP US N 1 N N N NVent Electric PLC N/A nVent Electric PLC G6700G107 39227.00000000 NS USD 1509062.69000000 2.034752678903 Long EC CORP IE N 1 N N N Ulta Beauty Inc 529900CIV6HN8M28YM82 Ulta Beauty, Inc. 90384S303 3043.00000000 NS USD 1427380.01000000 1.924615404255 Long EC CORP US N 1 N N N Regal Rexnord Corporation QH78R09VCJGQKPBPYU33 Regal Rexnord Corp. 758750103 4493.00000000 NS USD 539070.14000000 0.726858081344 Long EC CORP US N 1 N N N Genuine Parts Co 549300D46DQVEU651W04 Genuine Parts Co. 372460105 8164.00000000 NS USD 1416535.64000000 1.909993340470 Long EC CORP US N 1 N N N US Foods Holding Corp 549300UGOZSO64CFPR97 US Foods Holding Corp. 912008109 16280.00000000 NS USD 553845.60000000 0.746780651172 Long EC CORP US N 1 N N N Caseys Gen Stores 549300CAFWSI86V66Q65 Casey's General Stores, Inc. 147528103 5990.00000000 NS USD 1343856.50000000 1.811996036716 Long EC CORP US N 1 N N N Encompass Health Corporation 549300FVRPM9DRQZRG64 Encompass Health Corp. 29261A100 22319.00000000 NS USD 1334899.39000000 1.799918669958 Long EC CORP US N 1 N N N Autozone, Inc. GA3JGKJ41LJKXDN23E90 AutoZone, Inc. 053332102 628.00000000 NS USD 1548761.04000000 2.088280159601 Long EC CORP US N 1 N N N Cousins Properties Incorporated 5493007XPYD5EJABN062 Cousins Properties, Inc. 222795502 37681.00000000 NS USD 952952.49000000 1.284918542314 Long EC CORP US N 1 N N N Essex Property Trust, Inc. 549300TR2H2VEFX0NC60 Essex Property Trust, Inc. 297178105 5894.00000000 NS USD 1249056.48000000 1.684171927133 Long EC CORP US N 1 N N N Chemed Corporation 54930020031IDJT2IM79 Chemed Corp. 16359R103 2319.00000000 NS USD 1183687.17000000 1.596030871415 Long EC CORP US N 1 N N N Reinsurance Group of America, Incorporated LORM1GNEU1DKEW527V90 Reinsurance Group of America, Inc. 759351604 8454.00000000 NS USD 1201228.86000000 1.619683302130 Long EC CORP US N 1 N N N FTI Consulting, Inc. 549300K17GM8EQD0FQ48 FTI Consulting, Inc. 302941109 7681.00000000 NS USD 1219742.80000000 1.644646671287 Long EC CORP US N 1 N N N Fifth Third Bancorp THRNG6BD57P9QWTQLG42 Fifth Third Bancorp 316773100 34831.00000000 NS USD 1142805.11000000 1.540907329063 Long EC CORP US N 1 N N N Stanley Black & Decker, Inc. 549300DJ09SMTO561131 Stanley Black & Decker, Inc. 854502101 4783.00000000 NS USD 359298.96000000 0.484462657669 Long EC CORP US N 1 N N N Conagra Brands Inc 54930035UDEIH090K650 ConAgra Foods, Inc. 205887102 35363.00000000 NS USD 1368548.10000000 1.845289086488 Long EC CORP US N 1 N N N SKECHERS USA, Inc. 529900D2R54KZPA4XR56 Skechers U.S.A., Inc. - Class A 830566105 27391.00000000 NS USD 1149052.45000000 1.549330963075 Long EC CORP US N 1 N N N Littelfuse Inc. 549300MY7HLQFYTPCX75 Littelfuse, Inc. 537008104 4928.00000000 NS USD 1085145.60000000 1.463161823052 Long EC CORP US N 1 N N N 2022-12-31 Unified Series Trust Gregory Knoth Gregory Knoth SVP, Mutual Fund Controller XXXX NPORT-EX 2 ultimus_1150.htm
Dean
Small
Cap
Value
Fund
Schedule
of
Investments
December
31,
2022
-
(Unaudited)
COMMON
STOCKS
95.30%
Shares
Fair
Value
Consumer
Discretionary
13.30%
American
Woodmark
Corp.
(a)
50,265‌
$
2,455,948‌
Carter's,
Inc.
18,499‌
1,380,210‌
Fox
Factory
Holding
Corp.
(a)
8,519‌
777,188‌
Hooker
Furniture
Corp.
73,389‌
1,372,374‌
Johnson
Outdoors,
Inc.,
Class
A
31,887‌
2,108,369‌
Medifast,
Inc.
7,546‌
870,431‌
Methode
Electronics,
Inc.
46,370‌
2,057,437‌
Miller
Industries,
Inc.
92,132‌
2,456,239‌
Standard
Motor
Products,
Inc.
157,001‌
5,463,635‌
TRI
Pointe
Group,
Inc.
(a)
306,457‌
5,697,036‌
Wendy's
Co.
(The)
93,714‌
2,120,748‌
26,759,615‌
Consumer
Staples
7.48%
Cal-Maine
Foods,
Inc.
86,046‌
4,685,205‌
Fresh
Del
Monte
Produce,
Inc.
17,161‌
449,447‌
John
B.
Sanfilippo
&
Son,
Inc.
62,435‌
5,077,213‌
Lancaster
Colony
Corp.
18,865‌
3,722,065‌
Sprouts
Farmers
Market,
Inc.
(a)
34,686‌
1,122,786‌
15,056,716‌
Energy
1.18%
World
Fuel
Services
Corp.
86,533‌
2,364,947‌
Financials
22.62%
Associated
Banc-Corp.
40,163‌
927,364‌
Camden
National
Corp.
114,161‌
4,759,372‌
Capitol
Federal
Financial,
Inc.
134,486‌
1,163,304‌
Cathay
General
Bancorp
42,354‌
1,727,620‌
Diamond
Hill
Investment
Group,
Inc.
13,875‌
2,567,152‌
Employers
Holdings,
Inc.
117,203‌
5,054,965‌
Federated
Hermes,
Inc.,
Class
B
37,486‌
1,361,117‌
Nelnet,
Inc.,
Class
A
41,867‌
3,799,431‌
QCR
Holdings,
Inc.
52,455‌
2,603,866‌
Safety
Insurance
Group,
Inc.
51,725‌
4,358,349‌
Stewart
Information
Services
Corp.
83,491‌
3,567,570‌
StoneX
Group,
Inc.
(a)
12,536‌
1,194,681‌
Washington
Federal,
Inc.
150,673‌
5,055,078‌
Washington
Trust
Bancorp,
Inc.
66,087‌
3,117,985‌
Waterstone
Financial,
Inc.
184,994‌
3,189,297‌
White
Mountains
Insurance
Group
Ltd.
730‌
1,032,461‌
45,479,612‌
Health
Care
4.78%
Haemonetics
Corp.
(a)
7,911‌
622,200‌
National
Healthcare
Corp.
65,113‌
3,874,224‌
Perrigo
Co.
PLC
36,025‌
1,228,092‌
Prestige
Consumer
Healthcare,
Inc.
(a)
62,070‌
3,885,582‌
9,610,098‌
Dean
Small
Cap
Value
Fund
Schedule
of
Investments
(continued)
December
31,
2022
-
(Unaudited)
COMMON
STOCKS
95.30%
-
continued
Shares
Fair
Value
Industrials
15.82%
Advanced
Energy
Industries,
Inc.
8,276‌
$
709,915‌
Allison
Transmission
Holdings,
Inc.
16,674‌
693,638‌
Argan,
Inc.
155,784‌
5,745,314‌
AZZ,
Inc.
85,925‌
3,454,185‌
Brady
Corp.,
Class
A
120,124‌
5,657,840‌
Federal
Signal
Corp.
46,005‌
2,137,853‌
Heartland
Express,
Inc.
341,265‌
5,235,005‌
Kennametal,
Inc.
41,015‌
986,821‌
Mueller
Water
Products,
Inc.
130,348‌
1,402,544‌
Preformed
Line
Products
Co.
4,990‌
415,617‌
Werner
Enterprises,
Inc.
133,877‌
5,389,889‌
31,828,621‌
Materials
4.34%
Alamos
Gold,
Inc.,
Class
A
339,683‌
3,434,195‌
NewMarket
Corp.
2,799‌
870,797‌
Sensient
Technologies
Corp.
16,430‌
1,198,076‌
SSR
Mining,
Inc.
83,977‌
1,315,920‌
Stepan
Co.
18,013‌
1,917,663‌
8,736,651‌
Real
Estate
6.90%
Alexander's,
Inc.
3,773‌
830,286‌
CareTrust
REIT,
Inc.
29,331‌
544,970‌
Cousins
Properties,
Inc.
104,181‌
2,634,737‌
CTO
Realty
Growth,
Inc.
29,575‌
540,631‌
Equity
Commonwealth
164,425‌
4,105,692‌
Getty
Realty
Corp.
90,915‌
3,077,473‌
Universal
Health
Realty
Income
Trust
45,153‌
2,155,153‌
13,888,942‌
Technology
8.27%
Benchmark
Electronics,
Inc.
92,862‌
2,478,487‌
CSG
Systems
International,
Inc.
60,610‌
3,466,892‌
MAXIMUS,
Inc.
59,149‌
4,337,396‌
NextGen
Healthcare,
Inc.
(a)
47,344‌
889,120‌
Plexus
Corp.
(a)
9,128‌
939,545‌
Vishay
Intertechnology,
Inc.
209,944‌
4,528,492‌
16,639,932‌
Utilities
10.61%
American
States
Water
Co.
49,413‌
4,573,174‌
Avista
Corp.
77,649‌
3,442,957‌
Northwest
Natural
Holding
Co.
13,631‌
648,699‌
NorthWestern
Corp.
54,281‌
3,221,035‌
Portland
General
Electric
Co.
108,075‌
5,295,674‌
Southwest
Gas
Holdings,
Inc.
11,806‌
730,555‌
Dean
Small
Cap
Value
Fund
Schedule
of
Investments
(continued)
December
31,
2022
-
(Unaudited)
COMMON
STOCKS
95.30%
-
continued
Shares
Fair
Value
Utilities
10.61%
-
continued
Spire,
Inc.
49,778‌
$
3,427,713‌
21,339,807‌
Total
Common
Stocks
(Cost $184,821,689)
191,704,941‌
Total
Investments
95.30%
(Cost
$184,821,689)
191,704,941‌
Other
Assets
in
Excess
of
Liabilities — 4.70%
9,456,590‌
NET
ASSETS
100.00%
$
201,161,531‌
(a)
Non-income
producing
security.
Dean
Mid
Cap
Value
Fund
Schedule
of
Investments
December
31,
2022
-
(Unaudited)
COMMON
STOCKS
95.15%
Shares
Fair
Value
Communications
3.23%
Omnicom
Group,
Inc.
17,005‌
$
1,387,098‌
Take-Two
Interactive
Software,
Inc.
(a)
9,759‌
1,016,205‌
2,403,303‌
Consumer
Discretionary
11.58%
AutoZone,
Inc.
(a)
628‌
1,548,761‌
BorgWarner,
Inc.
27,681‌
1,114,160‌
Genuine
Parts
Co.
8,164‌
1,416,536‌
Masco
Corp.
20,870‌
974,003‌
PulteGroup,
Inc.
21,981‌
1,000,795‌
Skechers
U.S.A.,
Inc.,
Class
A
(a)
27,391‌
1,149,052‌
Ulta
Beauty,
Inc.
(a)
3,043‌
1,427,380‌
8,630,687‌
Consumer
Staples
9.31%
BJ's
Wholesale
Club
Holdings,
Inc.
(a)
18,986‌
1,256,114‌
Casey's
General
Stores,
Inc.
5,990‌
1,343,856‌
Conagra
Brands,
Inc.
35,363‌
1,368,548‌
Flowers
Foods,
Inc.
49,034‌
1,409,237‌
Tyson
Foods,
Inc.,
Class
A
16,135‌
1,004,404‌
US
Foods
Holding
Corp.
(a)
16,280‌
553,846‌
6,936,005‌
Energy
3.51%
Baker
Hughes
Co.
41,160‌
1,215,455‌
Pioneer
Natural
Resources
Co.
6,135‌
1,401,172‌
2,616,627‌
Financials
16.03%
Allstate
Corp.
(The)
8,889‌
1,205,348‌
Ameriprise
Financial,
Inc.
4,396‌
1,368,783‌
Assurant,
Inc.
8,068‌
1,008,984‌
Fifth
Third
Bancorp
34,831‌
1,142,805‌
Globe
Life,
Inc.
13,044‌
1,572,454‌
Raymond
James
Financial,
Inc.
16,087‌
1,718,895‌
Regions
Financial
Corp.
59,807‌
1,289,439‌
Reinsurance
Group
of
America,
Inc.
8,454‌
1,201,229‌
W.R.
Berkley
Corp.
19,807‌
1,437,395‌
11,945,332‌
Health
Care
6.71%
Chemed
Corp.
2,319‌
1,183,687‌
Encompass
Health
Corp.
22,319‌
1,334,900‌
Quest
Diagnostics,
Inc.
8,164‌
1,277,176‌
Zimmer
Biomet
Holdings,
Inc.
9,420‌
1,201,050‌
4,996,813‌
Industrials
16.59%
Curtiss-Wright
Corp.
8,551‌
1,427,932‌
Dover
Corp.
7,778‌
1,053,219‌
FTI
Consulting,
Inc.
(a)
7,681‌
1,219,743‌
Dean
Mid
Cap
Value
Fund
Schedule
of
Investments
(continued)
December
31,
2022
-
(Unaudited)
COMMON
STOCKS
95.15%
-
continued
Shares
Fair
Value
Industrials
16.59%
-
continued
Hubbell,
Inc.
5,797‌
$
1,360,440‌
ITT,
Inc.
15,314‌
1,241,965‌
Littelfuse,
Inc.
4,928‌
1,085,146‌
MSC
Industrial
Direct
Co.,
Inc.,
Class
A
14,879‌
1,215,614‌
nVent
Electric
PLC
39,227‌
1,509,062‌
Regal
Rexnord
Corp.
4,493‌
539,070‌
Republic
Services,
Inc.
10,483‌
1,352,202‌
Stanley
Black
&
Decker,
Inc.
4,783‌
359,299‌
12,363,692‌
Materials
7.20%
Avery
Dennison
Corp.
6,135‌
1,110,435‌
Eagle
Materials,
Inc.
7,391‌
981,894‌
Eastman
Chemical
Co.
8,937‌
727,829‌
FMC
Corp.
11,401‌
1,422,846‌
Steel
Dynamics,
Inc.
11,449‌
1,118,567‌
5,361,571‌
Real
Estate
8.58%
CBRE
Group,
Inc.,
Class
A
(a)
15,169‌
1,167,406‌
Cousins
Properties,
Inc.
37,681‌
952,952‌
Essex
Property
Trust,
Inc.
5,894‌
1,249,057‌
Regency
Centers
Corp.
14,348‌
896,750‌
STAG
Industrial,
Inc.
37,053‌
1,197,183‌
Welltower,
Inc.
14,203‌
931,007‌
6,394,355‌
Technology
3.10%
Arrow
Electronics,
Inc.
(a)
10,097‌
1,055,843‌
Broadridge
Financial
Solutions,
Inc.
9,324‌
1,250,628‌
2,306,471‌
Utilities
9.31%
Ameren
Corp.
15,411‌
1,370,346‌
Atmos
Energy
Corp.
13,382‌
1,499,721‌
CenterPoint
Energy,
Inc.
46,860‌
1,405,331‌
CMS
Energy
Corp.
22,609‌
1,431,828‌
Xcel
Energy,
Inc.
17,488‌
1,226,084‌
6,933,310‌
Total
Common
Stocks
(Cost $56,769,348)
70,888,166‌
Total
Investments
95.15%
(Cost
$56,769,348)
70,888,166‌
Other
Assets
in
Excess
of
Liabilities — 4.85%
3,611,157‌
NET
ASSETS
100.00%
$
74,499,323‌
(a)
Non-income
producing
security.
Dean
Equity
Income
Fund
Schedule
of
Investments
December
31,
2022
-
(Unaudited)
COMMON
STOCKS
95.72%
Shares
Fair
Value
Communications
8.62%
BCE,
Inc.
21,864‌
$
960,923‌
Omnicom
Group,
Inc.
13,751‌
1,121,669‌
Verizon
Communications,
Inc.
25,294‌
996,583‌
3,079,175‌
Consumer
Discretionary
4.73%
Advance
Auto
Parts,
Inc.
4,385‌
644,727‌
Genuine
Parts
Co.
2,446‌
424,405‌
Whirlpool
Corp.
4,385‌
620,302‌
1,689,434‌
Consumer
Staples
11.03%
Altria
Group,
Inc.
21,536‌
984,411‌
Flowers
Foods,
Inc.
25,175‌
723,530‌
Kimberly-Clark
Corp.
6,204‌
842,193‌
PepsiCo,
Inc.
3,311‌
598,165‌
Philip
Morris
International,
Inc.
7,845‌
793,992‌
3,942,291‌
Energy
7.40%
Chevron
Corp.
7,010‌
1,258,225‌
EOG
Resources,
Inc.
3,997‌
517,691‌
Kinder
Morgan,
Inc.
48,113‌
869,883‌
2,645,799‌
Financials
18.05%
BlackRock,
Inc.
835‌
591,706‌
Canadian
Imperial
Bank
of
Commerce
14,377‌
581,550‌
JPMorgan
Chase
&
Co.
5,220‌
700,002‌
MetLife,
Inc.
7,248‌
524,538‌
PNC
Financial
Services
Group,
Inc.
(The)
4,265‌
673,614‌
Principal
Financial
Group,
Inc.
9,217‌
773,491‌
Prudential
Financial,
Inc.
7,904‌
786,132‌
T.
Rowe
Price
Group,
Inc.
9,038‌
985,684‌
U.S.
Bancorp
19,150‌
835,132‌
6,451,849‌
Health
Care
10.50%
Amgen,
Inc.
3,579‌
939,989‌
Bristol-Myers
Squibb
Co.
6,681‌
480,698‌
Johnson
&
Johnson
3,341‌
590,188‌
Merck
&
Co.,
Inc.
9,664‌
1,072,220‌
Pfizer,
Inc.
13,035‌
667,913‌
3,751,008‌
Industrials
8.26%
Fastenal
Co.
7,576‌
358,496‌
Lockheed
Martin
Corp.
1,611‌
783,735‌
Stanley
Black
&
Decker,
Inc.
4,713‌
354,041‌
Union
Pacific
Corp.
2,595‌
537,347‌
Dean
Equity
Income
Fund
Schedule
of
Investments
(continued)
December
31,
2022
-
(Unaudited)
COMMON
STOCKS
95.72%
-
continued
Shares
Fair
Value
Industrials
8.26%
-
continued
United
Parcel
Service,
Inc.,
Class
B
5,280‌
$
917,875‌
2,951,494‌
Materials
4.01%
Air
Products
and
Chemicals,
Inc.
2,207‌
680,330‌
Packaging
Corp.
of
America
5,876‌
751,599‌
1,431,929‌
Real
Estate
5.01%
Digital
Realty
Trust,
Inc.
7,248‌
726,757‌
Essex
Property
Trust,
Inc.
2,535‌
537,217‌
Lamar
Advertising
Co.,
Class
A
5,578‌
526,563‌
1,790,537‌
Technology
9.09%
Broadcom,
Inc.
1,581‌
883,984‌
Cisco
Systems,
Inc.
18,911‌
900,920‌
Intel
Corp.
15,540‌
410,722‌
Paychex,
Inc.
4,594‌
530,883‌
Texas
Instruments,
Inc.
3,162‌
522,426‌
3,248,935‌
Utilities
9.02%
American
Electric
Power
Co.,
Inc.
7,994‌
759,030‌
Dominion
Energy,
Inc.
9,366‌
574,323‌
Duke
Energy
Corp.
9,426‌
970,784‌
National
Fuel
Gas
Co.
5,876‌
371,951‌
WEC
Energy
Group,
Inc.
5,846‌
548,121‌
3,224,209‌
Total
Common
Stocks
(Cost $34,609,836)
34,206,660‌
Total
Investments
95.72%
(Cost
$34,609,836)
34,206,660‌
Other
Assets
in
Excess
of
Liabilities — 4.28%
1,531,176‌
NET
ASSETS
100.00%
$
35,737,836‌