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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 11 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALL Allstate Corp Financial Services 1,866.0 $444K 0.03% $237.94 +9.4%
202 FSV FirstService Corp Real Estate 3,109.0 $442K 0.03% -210.0 -6.3% $142.11 +1.3%
203 Unilever PLC 7,086.0 $426K 0.02% $60.12
204 STT State Street Corp Financial Services 2,500.0 $424K 0.02% $169.60 +12.6%
205 PLTR Palantir Technologies Cl A Technology 3,633.0 $424K 0.02% +283.0 +8.4% $116.67 +50.8%
206 OTIS Otis Worldwide Corp Com Industrials 5,865.0 $420K 0.02% $71.60 +0.8%
207 RSP Invesco S&P 500 Equal Weight E 1,970.0 $419K 0.02% $212.77 +4.3%
208 IGV iShares Expanded Tech-Software 4,515.0 $409K 0.02% NEW $90.60 +13.1%
209 MU Micron Technologies Technology 354.0 $409K 0.02% NEW $1154.29 -21.1%
210 TRV Travelers Cos Inc Financial Services 1,227.0 $405K 0.02% -36.0 -2.9% $330.20 +12.2%
211 AMAT Applied Materials Inc Technology 544.0 $393K 0.02% NEW $722.83 -33.0%
212 CL Colgate Palmolive Co Consumer Defensive 4,265.0 $391K 0.02% -130.0 -3.0% $91.68 +0.9%
213 SCHD Schwab Strategic Tr Us Dividen 11,893.0 $377K 0.02% +5K +67.3% $31.71 +11.0%
214 VXUS Vanguard Total International S 4,390.0 $375K 0.02% +40.0 +0.9% $85.49 +2.0%
215 FSLR First Solar Inc Energy 1,575.0 $372K 0.02% NEW $235.96 -11.7%
216 FSS Federal Signal Corp. Industrials 2,851.0 $366K 0.02% +925.0 +48.0% $128.49 -6.8%
217 AEP American Electric Power Utilities 2,668.0 $365K 0.02% -2K -41.7% $136.79 -10.8%
218 PM Philip Morris International Consumer Defensive 2,000.0 $362K 0.02% $180.91 +5.8%
219 CRAI CRA International, Inc Industrials 2,512.0 $357K 0.02% +290.0 +13.1% $142.30 +23.4%
220 TGT Target Corporation Consumer Defensive 2,721.0 $355K 0.02% $130.61 +30.1%
Page 11 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%