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Portfolio (Quarterly) Guide ↗

DEARBORN PARTNERS LLC

· CIK 0001206792
13F Portfolio $1.8B AUM 287 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 66 Added 137 Reduced 10 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG IShares Core MSCI Emerging Mar 14,314.0 $998K 0.05% +3K +28.5% $69.75 +19.2%
22 DOW Dow Chemical Basic Materials 22,725.0 $946K 0.05% +3K +14.1% $41.65 -20.9%
23 WDC Western Digital Corp Com Technology 3,208.0 $868K 0.05% +700.0 +27.9% $270.49 +141.6%
24 T AT&T Inc Communication Services 28,967.0 $840K 0.04% +3K +11.2% $28.99 -20.1%
25 DVY IShares DJ Select Dividend Fd 5,472.0 $829K 0.04% +711.0 +14.9% $151.41 +3.3%
26 LYB LyondellBasell Industries NV Basic Materials 10,230.0 $824K 0.04% +2K +31.5% $80.56 -22.3%
27 IDV IShares DJ Intl Select Div 19,282.0 $821K 0.04% +2K +12.4% $42.56 +1.5%
28 GS Goldman Sachs Group Financial Services 957.0 $810K 0.04% +100.0 +11.7% $845.99 +28.9%
29 NOW ServiceNow Inc Technology 7,482.0 $782K 0.04% +4K +101.3% $104.55 -3.1%
30 META Meta Platforms Ord Shs Class A Communication Services 1,335.0 $764K 0.04% +87.0 +7.0% $572.03 +4.9%
31 MCO Moody's Corp Financial Services 1,741.0 $760K 0.04% +31.0 +1.8% $436.25 +7.4%
32 MZTI The Marzetti Company Consumer Defensive 5,411.0 $749K 0.04% +2K +72.1% $138.34 -21.3%
33 VWO Vanguard Emerging Markets ETF 13,531.0 $731K 0.04% +5K +50.2% $54.05 +11.3%
34 XLV Health Care Select Sector SPDR 4,883.0 $716K 0.04% +520.0 +11.9% $146.61 +4.3%
35 IBDR iShares iBonds Dec 2026 Term C 28,118.0 $682K 0.04% +3K +11.2% $24.24 -0.1%
36 IShares S&P 500 Index Fund 1,036.0 $677K 0.04% +16.0 +1.6% $653.21
37 EPD Enterprise Products Partners L Energy 17,022.0 $644K 0.04% +3K +19.5% $37.84 -3.7%
38 IBDS iShares iBonds Dec 2027 Term C 25,823.0 $626K 0.03% +752.0 +3.0% $24.24 -0.2%
39 IBDV iShares iBonds Dec 2030 Term C 28,496.0 $624K 0.03% +902.0 +3.3% $21.89 -0.5%
40 IBDT iShares iBonds Dec 2028 Term C 24,579.0 $623K 0.03% +704.0 +3.0% $25.33 -0.4%
Page 2 of 4  ·  66 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.6%
Industrials 18.0%
Financial Services 11.0%
Healthcare 9.2%
Consumer Cyclical 9.1%
Consumer Defensive 7.0%
Utilities 6.6%
Basic Materials 6.2%
Energy 4.6%
Communication Services 4.3%