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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRAI CRA International, Inc Industrials 2,512.0 $357K 0.02% +290.0 +13.1% $142.30 +23.4%
62 MO Altria Group Inc Consumer Defensive 4,865.0 $350K 0.02% +500.0 +11.4% $71.95 -4.8%
63 BMY Bristol Myers Squibb Company Healthcare 6,050.0 $349K 0.02% +1K +27.4% $57.62 +16.8%
64 VO Vanguard Mid-Cap ETF 4,324.0 $348K 0.02% +3K +300.0% $80.57 +2.8%
65 SHOP Shopify Inc Technology 2,803.0 $320K 0.02% +675.0 +31.7% $114.18 +31.2%
66 BITB Bitwise Bitcoin ETF Financial Services 9,783.0 $312K 0.02% +1K +15.3% $31.86 +34.1%
67 IBTP iShares iBonds Dec 2034 Term C 11,682.0 $304K 0.02% +3K +28.1% $26.05 -4.0%
68 IBDY iShares iBonds Dec 2033 Term C 11,795.0 $304K 0.02% +3K +28.1% $25.75 -1.6%
69 IBDX iShares iBonds Dec 2032 Term C 12,022.0 $303K 0.02% +3K +28.1% $25.19 -1.4%
70 ORCL Oracle Corp Technology 2,036.0 $298K 0.02% +14.0 +0.7% $146.55 -2.8%
71 AXP American Express Co Financial Services 880.0 $298K 0.02% +21.0 +2.4% $338.25 -0.3%
72 IBDW iShares iBonds Dec 2031 Term C 14,122.0 $294K 0.02% +3K +29.2% $20.84 -1.1%
73 NTLA Intellia Therapeutics Com Healthcare 15,825.0 $268K 0.01% +831.0 +5.5% $16.92 -25.8%
74 CTSH Cognizant Tech Solutions Cl A Technology 6,187.0 $240K 0.01% +100.0 +1.6% $38.73 +60.6%
75 KMI Kinder Morgan Inc Energy 6,385.0 $204K 0.01% +70.0 +1.1% $31.97 -3.0%
Page 4 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%