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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GUNR FlexShares Global Upstream Nat 9,700.0 $535K 0.03% NEW $55.16 -4.2%
2 RSP Invesco S&P 500 Equal Weight E 1,970.0 $378K 0.02% NEW $191.92 +10.3%
3 VIXY Proshares Tr II Vix Sht Term F Financial Services 9,300.0 $319K 0.02% NEW $34.35 -32.2%
4 EMN Eastman Chemical Co Basic Materials 4,050.0 $309K 0.02% NEW $76.32 -1.4%
5 Intel Corp 5,164.0 $228K 0.01% NEW $44.13
6 VAW Vanguard Materials ETF 981.0 $221K 0.01% NEW $225.34 +4.3%
7 SCHD Schwab Strategic Tr Us Dividen 7,108.0 $218K 0.01% NEW $30.68 +7.0%
8 SOLS Solstice Advanced Matl Com Shs Basic Materials 2,852.0 $217K 0.01% NEW $76.16 +9.1%
9 ARCC Ares Capital Corp. Financial Services 12,000.0 $216K 0.01% NEW $18.02 +6.9%
10 KMI Kinder Morgan Inc Energy 6,315.0 $212K 0.01% NEW $33.53 -4.7%
11 HWM Howmet Aerospace Inc Industrials 917.0 $211K 0.01% NEW $230.35 +14.9%
12 FSS Federal Signal Corp. Industrials 1,926.0 $208K 0.01% NEW $108.14 +0.9%
13 EWA IShares MSCI Australia Index F 7,397.0 $205K 0.01% NEW $27.76 +5.3%
14 BY Byline Bancorp Inc Financial Services 6,390.0 $202K 0.01% NEW $31.57 +12.1%
15 VB Vanguard Small Cap ETF 766.0 $201K 0.01% NEW $261.92 +13.2%

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%