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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 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MAIN Main Street Capital Corp Financial Services 27,018.0 $1.4M 0.08% -2K -6.3% $51.88 +13.6%
62 MORN Morningstar, Inc. Financial Services 8,465.0 $1.3M 0.07% -215.0 -2.5% $156.02 +39.4%
63 USB U. S. Bancorp Financial Services 19,953.0 $1.2M 0.07% -528.0 -2.6% $60.40 +3.3%
64 Vanguard Interm. Term Corp. Bo 14,539.0 $1.2M 0.07% -101.0 -0.7% $82.65
65 GLD SPDR Gold Trust Financial Services 2,967.0 $1.1M 0.06% -475.0 -13.8% $368.38 +15.8%
66 ROP Roper Technologies Inc Industrials 3,158.0 $1.1M 0.06% -1K -28.9% $338.39 +22.8%
67 AMLP Alerian MLP ETF 20,423.0 $1.1M 0.06% -200.0 -1.0% $51.85 +5.9%
68 PH Parker Hannifin Corp Industrials 1,020.0 $998K 0.06% -299.0 -22.7% $978.12 +3.7%
69 IBB IShares NASDAQ Biotech Index F 5,162.0 $982K 0.06% -200.0 -3.7% $190.17 +11.8%
70 PFE Pfizer Healthcare 40,635.0 $978K 0.06% -10K -20.4% $24.08 +16.2%
71 DVY IShares DJ Select Dividend Fd 5,211.0 $814K 0.05% -261.0 -4.8% $156.30 +5.3%
72 XLK Technology Select Sector SPDR 4,012.0 $764K 0.04% -565.0 -12.3% $190.52 -5.5%
73 META Meta Platforms Ord Shs Class A Communication Services 1,263.0 $711K 0.04% -72.0 -5.4% $563.24 -0.7%
74 AMGN Amgen Healthcare 1,930.0 $699K 0.04% -34.0 -1.7% $362.12 +22.6%
75 XLV Health Care Select Sector SPDR 4,333.0 $687K 0.04% -550.0 -11.3% $158.66 +10.1%
76 PAYX PayChex Inc Industrials 6,830.0 $672K 0.04% -146.0 -2.1% $98.33 +28.2%
77 HON Honeywell Intl Inc Industrials 2,966.0 $664K 0.04% -3K -50.0% $223.93 -4.1%
78 BA Boeing Industrials 2,911.0 $630K 0.04% -18.0 -0.6% $216.49 -2.8%
79 KMB Kimberly-Clark Corp Consumer Defensive 5,584.0 $613K 0.04% -567.0 -9.2% $109.77 +1.5%
80 EPD Enterprise Products Partners L 16,546.0 $608K 0.03% -476.0 -2.8% $36.76
Page 4 of 6  ·  109 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%