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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMY Bristol Myers Squibb Company Healthcare 4,748.0 $288K 0.02% +993.0 +26.4% $60.65 -7.8%
62 SHOP Shopify Inc Technology 2,128.0 $252K 0.01% +422.0 +24.7% $118.62 -4.5%
63 IBDY iShares iBonds Dec 2033 Term C 9,210.0 $238K 0.01% +1K +16.8% $25.85 -0.4%
64 IBTP iShares iBonds Dec 2034 Term C 9,123.0 $238K 0.01% +1K +16.9% $26.06 -2.6%
65 IBDX iShares iBonds Dec 2032 Term C 9,387.0 $237K 0.01% +1K +16.5% $25.27 -0.4%
66 IBDW iShares iBonds Dec 2031 Term C 10,932.0 $229K 0.01% +1K +12.4% $20.93 -0.5%
Page 4 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%