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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBDU iShares iBonds Dec 2029 Term C 26,251.0 $611K 0.03% +388.0 +1.5% $23.26 -0.5%
42 HYG IShares High Yield Corp Bond E 13,876.0 $587K 0.03% +2K +14.0% $42.31 +89.2%
43 BA Boeing Industrials 2,929.0 $583K 0.03% +250.0 +9.3% $199.05 +14.3%
44 IEFA IShares Core MSCI EAFE ETF 5,983.0 $542K 0.03% +71.0 +1.2% $90.53 +7.5%
45 IBCA iShares iBonds Dec 2035 Term C 20,705.0 $527K 0.03% +9K +70.3% $25.45 +0.5%
46 PLTR Palantir Technologies Cl A Technology 3,350.0 $490K 0.03% +55.0 +1.7% $146.28 -8.9%
47 VUG Vanguard Growth ETF 1,108.0 $484K 0.03% +325.0 +41.5% $436.79 -80.1%
48 VBR Vanguard Small-Cap Value ETF 2,221.0 $483K 0.03% +720.0 +48.0% $217.25 +10.7%
49 EWC IShares MSCI Canada Index Fund 8,800.0 $482K 0.03% +100.0 +1.1% $54.79 +7.9%
50 ALC Alcon Inc Healthcare 6,342.0 $478K 0.03% +220.0 +3.6% $75.35 -12.6%
51 VYM Vanguard High Dividend Yield E 3,200.0 $474K 0.03% +800.0 +33.3% $148.10 +8.3%
52 ODFL Old Dominion Freight Line Inc Industrials 2,366.0 $462K 0.03% +132.0 +5.9% $195.40 +18.5%
53 XLI Industrial Select Sect SPDR In 2,835.0 $459K 0.03% +500.0 +21.4% $161.73 +11.2%
54 XLRE Real Estate Select Sector SPDR 10,948.0 $447K 0.02% +2K +27.5% $40.83 +10.5%
55 SCHG Schwab U.S. Large-Cap Growth E 14,450.0 $421K 0.02% +6K +80.6% $29.13 +16.6%
56 BEPC Brookfield Renewable Corp Utilities 8,450.0 $337K 0.02% +500.0 +6.3% $39.83 -8.8%
57 VXUS Vanguard Total International S 4,350.0 $335K 0.02% +200.0 +4.8% $77.11 +12.3%
58 BITB Bitwise Bitcoin ETF Financial Services 8,487.0 $312K 0.02% +900.0 +11.9% $36.81 -3.2%
59 VTI Vanguard Ttl Stk Mkt ETF 909.0 $292K 0.02% +130.0 +16.7% $320.81 +15.4%
60 EUAD SPINNAKER ETF SERIES SELECT ST 7,150.0 $291K 0.02% +1K +16.3% $40.74 +3.2%
Page 3 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%