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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 10 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PPG PPG Industries Inc Basic Materials 4,658.0 $565K 0.03% $121.29 -6.6%
182 HYG IShares High Yield Corp Bond E 13,300.0 $564K 0.03% -576.0 -4.2% $42.41 +87.9%
183 ENB Enbridge Inc. Energy 9,930.0 $538K 0.03% $54.21 -7.6%
184 IJT IShares Tr S&P Smallcap 600 In 3,563.0 $528K 0.03% +267.0 +8.1% $148.31 +16.9%
185 VOT Vanguard Mid-Cap Growth Index 1,683.0 $516K 0.03% $306.30 -1.3%
186 EWC IShares MSCI Canada Index Fund 8,800.0 $507K 0.03% $57.64 +7.8%
187 LYB LyondellBasell Industries NV Basic Materials 9,633.0 $507K 0.03% -597.0 -5.8% $52.65 +23.8%
188 BIV Vanguard Intermediate Term Bon 6,604.0 $507K 0.03% +1K +18.6% $76.70 -1.5%
189 VYM Vanguard High Dividend Yield E 3,200.0 $506K 0.03% $158.03 +4.5%
190 ALC Alcon Inc Healthcare 7,415.0 $498K 0.03% +1K +16.9% $67.10 +9.8%
191 GE General Electric Co Industrials 1,314.0 $491K 0.03% +9.0 +0.7% $373.73 -8.5%
192 MBB IShares Barclays MBS Bond Fd E 5,195.0 $491K 0.03% -41.0 -0.8% $94.52 -1.3%
193 TSLX Sixth Street Specialty Lending Financial Services 28,579.0 $491K 0.03% -22K -43.4% $17.17 +10.1%
194 SCHG Schwab U.S. Large-Cap Growth E 14,450.0 $489K 0.03% $33.84 +3.9%
195 PFFV Global X Variable Rate Preferr 21,864.0 $482K 0.03% -162.0 -0.7% $22.03 -0.1%
196 HEI Heico Corp Industrials 1,348.0 $480K 0.03% NEW $356.19 -1.0%
197 POOL Pool Corporation Industrials 2,179.0 $468K 0.03% -130.0 -5.6% $214.90 -12.4%
198 ELV Elevance Health Inc Healthcare 1,208.0 $467K 0.03% $386.73 +4.1%
199 PSA Public Storage Inc Real Estate 1,462.0 $465K 0.03% -10.0 -0.7% $318.31 +2.1%
200 BTI British American Tobacco PLC A Consumer Defensive 7,192.0 $444K 0.03% $61.76 -8.2%
Page 10 of 15  ·  285 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%