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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PM Philip Morris International Consumer Defensive 2,000.0 $331K 0.02% -500.0 -20.0% $165.34 +11.5%
122 TGT Target Corporation Consumer Defensive 2,716.0 $329K 0.02% -332.0 -10.9% $121.22 +11.6%
123 ISRG Intuitive Surgical Inc Healthcare 677.0 $312K 0.02% -36.0 -5.0% $460.99 -10.8%
124 XLY Consumer Discretionary Sel Sec 2,798.0 $305K 0.02% -1K -33.4% $108.98 +7.0%
125 ORCL Oracle Corp Technology 2,022.0 $297K 0.02% -260.0 -11.4% $147.11 +25.2%
126 BDX Becton Dickinson and Co Healthcare 1,872.0 $294K 0.02% -222.0 -10.6% $157.23 -7.0%
127 MO Altria Group Inc Consumer Defensive 4,365.0 $288K 0.02% -115.0 -2.6% $65.99 +9.0%
128 NOC Northrop Grumman Corp Industrials 418.0 $285K 0.01% -7.0 -1.6% $682.79 -19.4%
129 MPWR Monolithic Pwr Sys Inc Com Technology 240.0 $262K 0.01% -75.0 -23.8% $1093.35 +44.3%
130 AXP American Express Co Financial Services 859.0 $260K 0.01% -9.0 -1.0% $302.48 +7.6%
131 GWW W.W. Grainger Inc. Industrials 227.0 $248K 0.01% -78.0 -25.6% $1090.81 +20.6%
132 PGF Invesco Financial Pfd Portfoli 16,872.0 $232K 0.01% -275.0 -1.6% $13.76 -0.0%
133 AFL AFLAC Inc. Financial Services 1,951.0 $214K 0.01% -893.0 -31.4% $109.72 +7.4%
134 PLD Prologis Inc. Real Estate 1,529.0 $202K 0.01% -440.0 -22.4% $132.18 +12.5%
135 NTLA Intellia Therapeutics Com Healthcare 14,994.0 $192K 0.01% -2K -14.1% $12.82 -5.5%
136 GCMG GCM Grosvenor Inc Financial Services 17,150.0 $168K 0.01% -3K -14.9% $9.80 +15.8%
137 IGC India Globalization Capital In Healthcare 59,401.0 $16K 0.00% -25K -29.6% $0.26 +6.5%
Page 7 of 7  ·  137 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%