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Portfolio (Quarterly) Guide ↗

DEARBORN PARTNERS LLC

· CIK 0001206792
13F Portfolio $1.8B AUM 303 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 75 Added 109 Reduced 5 Exited
Page 2 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ASML ASML Holding NV Technology 1,013.0 $2.0M 0.11% +334.0 +49.2% $1989.44 -12.5%
22 ETN Eaton Corp PLC Industrials 4,688.0 $2.0M 0.11% +2K +63.1% $426.12 -4.1%
23 SCHA Schwab U.S. Small-Cap ETF 50,093.0 $1.8M 0.10% +9K +22.6% $36.13 -4.6%
24 VRP Invesco Variable Rate Pref Por 70,258.0 $1.7M 0.10% +1K +1.8% $24.31 -0.9%
25 JIRE JPM Exchange TR Intrnl Res Eqt 20,252.0 $1.7M 0.10% +6K +45.5% $82.49 +3.2%
26 PGR Progressive Corp Ohio Com Financial Services 7,629.0 $1.7M 0.09% +617.0 +8.8% $218.45 +2.5%
27 PREF Princpal Spectrum Preferred Se 86,972.0 $1.7M 0.09% +2K +2.7% $19.06 -1.2%
28 XLC Communication Services Select 14,172.0 $1.5M 0.09% +233.0 +1.7% $107.13 +4.8%
29 VOO Vanguard S&P 500 ETF 2,143.0 $1.5M 0.08% +68.0 +3.3% $686.73 +2.2%
30 IEMG IShares Core MSCI Emerging Mar 17,345.0 $1.4M 0.08% +3K +21.2% $82.84 -2.8%
31 GSK Gsk Adr Repreenting 2 Ord Shrs Healthcare 23,142.0 $1.2M 0.07% +2K +8.2% $52.42 -1.2%
32 C Citigroup Inc. Financial Services 8,260.0 $1.2M 0.07% +44.0 +0.5% $139.96 -5.9%
33 MCO Moody's Corp Financial Services 2,484.0 $1.1M 0.06% +743.0 +42.7% $452.92 +12.9%
34 TSLA Tesla Motors Inc Consumer Cyclical 2,672.0 $1.1M 0.06% +114.0 +4.5% $420.60 -17.0%
35 NOW ServiceNow Inc Technology 9,816.0 $975K 0.06% +2K +31.2% $99.28 +29.0%
36 VWO Vanguard Emerging Markets ETF 16,175.0 $965K 0.06% +3K +19.5% $59.69 +0.5%
37 Berkshire Hathaway Cl B 1,797.0 $899K 0.05% +12.0 +0.7% $500.39
38 VUG Vanguard Growth ETF 8,766.0 $755K 0.04% +8K +691.2% $86.14 +0.9%
39 IBDR iShares iBonds Dec 2026 Term C 30,719.0 $744K 0.04% +3K +9.2% $24.23 -0.0%
40 XLU Utilities Select Sector SPDR I 15,780.0 $715K 0.04% +380.0 +2.5% $45.34 -4.7%
Page 2 of 4  ·  75 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 26.9%
Industrials 19.3%
Financial Services 9.7%
Healthcare 7.9%
Consumer Cyclical 7.3%
Utilities 7.1%
Basic Materials 6.5%
Consumer Defensive 6.2%
Energy 3.8%
Communication Services 3.7%