BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SHOP Shopify Inc Technology 2,128.0 $252K 0.01% +422.0 +24.7% $118.62 -8.9%
242 GWW W.W. Grainger Inc. Industrials 227.0 $248K 0.01% -78.0 -25.6% $1090.81 +20.2%
243 DIS Walt Disney Co Communication Services 2,486.0 $240K 0.01% $96.38 +4.6%
244 IBDY iShares iBonds Dec 2033 Term C 9,210.0 $238K 0.01% +1K +16.8% $25.85 -0.8%
245 IBTP iShares iBonds Dec 2034 Term C 9,123.0 $238K 0.01% +1K +16.9% $26.06 -3.1%
246 IBDX iShares iBonds Dec 2032 Term C 9,387.0 $237K 0.01% +1K +16.5% $25.27 -1.0%
247 RELX Relx Plc - Sponsored Adr Communication Services 7,094.0 $235K 0.01% $33.15 -3.4%
248 BHM Bluerock Private Real Estate F Real Estate 14,053.0 $233K 0.01% $16.61 -40.4%
249 XLP Consumer Staples Select Sector 2,839.0 $233K 0.01% $81.98 +2.1%
250 PGF Invesco Financial Pfd Portfoli 16,872.0 $232K 0.01% -275.0 -1.6% $13.76 +0.6%
251 IBDW iShares iBonds Dec 2031 Term C 10,932.0 $229K 0.01% +1K +12.4% $20.93 -1.0%
252 Intel Corp 5,164.0 $228K 0.01% NEW $44.13
253 PIO Invesco Global Water Portfolio 3,350.0 $224K 0.01% $66.86 -33.3%
254 VAW Vanguard Materials ETF 981.0 $221K 0.01% NEW $225.34 +4.1%
255 SCHD Schwab Strategic Tr Us Dividen 7,108.0 $218K 0.01% NEW $30.68 +4.1%
256 SOLS Solstice Advanced Matl Com Shs Basic Materials 2,852.0 $217K 0.01% NEW $76.16 +11.8%
257 TLT IShares Barclays 20plus Year Tres 2,500.0 $217K 0.01% $86.69 -0.5%
258 ARCC Ares Capital Corp. Financial Services 12,000.0 $216K 0.01% NEW $18.02 +0.4%
259 AFL AFLAC Inc. Financial Services 1,951.0 $214K 0.01% -893.0 -31.4% $109.72 +5.9%
260 KMI Kinder Morgan Inc Energy 6,315.0 $212K 0.01% NEW $33.53 -6.6%
Page 13 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%