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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 10 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VUG Vanguard Growth ETF 1,108.0 $484K 0.03% +325.0 +41.5% $436.79 -80.4%
182 VBR Vanguard Small-Cap Value ETF 2,221.0 $483K 0.03% +720.0 +48.0% $217.25 +9.1%
183 EWC IShares MSCI Canada Index Fund 8,800.0 $482K 0.03% +100.0 +1.1% $54.79 +6.2%
184 PFFV Global X Variable Rate Preferr 22,026.0 $481K 0.03% -877.0 -3.8% $21.83 +1.6%
185 ALC Alcon Inc Healthcare 6,342.0 $478K 0.03% +220.0 +3.6% $75.35 -14.9%
186 VYM Vanguard High Dividend Yield E 3,200.0 $474K 0.03% +800.0 +33.3% $148.10 +7.4%
187 POOL Pool Corporation Industrials 2,309.0 $467K 0.03% -113.0 -4.7% $202.33 -3.9%
188 ODFL Old Dominion Freight Line Inc Industrials 2,366.0 $462K 0.03% +132.0 +5.9% $195.40 +11.8%
189 FSV FirstService Corp Real Estate 3,319.0 $461K 0.03% -483.0 -12.7% $138.94 -0.7%
190 XLI Industrial Select Sect SPDR In 2,835.0 $459K 0.03% +500.0 +21.4% $161.73 +11.0%
191 OTIS Otis Worldwide Corp Com Industrials 5,865.0 $452K 0.02% $77.08 -5.7%
192 XLRE Real Estate Select Sector SPDR 10,948.0 $447K 0.02% +2K +27.5% $40.83 +7.7%
193 VOT Vanguard Mid-Cap Growth Index 1,686.0 $434K 0.02% -35.0 -2.0% $257.35 +17.0%
194 BIV Vanguard Intermediate Term Bon 5,568.0 $430K 0.02% $77.18 -1.1%
195 CSWC Capital Southwest Corporation Financial Services 19,420.0 $430K 0.02% -579.0 -2.9% $22.12 +3.3%
196 SCHG Schwab U.S. Large-Cap Growth E 14,450.0 $421K 0.02% +6K +80.6% $29.13 +14.9%
197 BTI British American Tobacco PLC A Consumer Defensive 7,192.0 $421K 0.02% $58.47 +1.7%
198 IJT IShares Tr S&P Smallcap 600 In 3,296.0 $410K 0.02% $124.31 +34.8%
199 Unilever PLC 7,086.0 $404K 0.02% -5K -42.9% $56.97
200 PSA Public Storage Inc Real Estate 1,472.0 $399K 0.02% -48.0 -3.2% $270.88 +15.4%
Page 10 of 14  ·  269 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%