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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 13 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EUAD SPINNAKER ETF SERIES SELECT ST 7,150.0 $302K 0.02% $42.18 +7.9%
242 ORCL Oracle Corp Technology 2,036.0 $298K 0.02% +14.0 +0.7% $146.55 -2.8%
243 IBCA iShares iBonds Dec 2035 Term C 11,640.0 $298K 0.02% -9K -43.8% $25.61 -2.2%
244 AXP American Express Co Financial Services 880.0 $298K 0.02% +21.0 +2.4% $338.25 -0.3%
245 IBDW iShares iBonds Dec 2031 Term C 14,122.0 $294K 0.02% +3K +29.2% $20.84 -1.1%
246 CLX Clorox Co Consumer Defensive 2,972.0 $284K 0.02% -375.0 -11.2% $95.44 +12.3%
247 ICLN IShares Trust GL Clean Energy 13,700.0 $281K 0.02% NEW $20.49 -14.9%
248 SONY Sony Group Corporation Sponsor Technology 13,811.0 $277K 0.02% $20.06 +20.9%
249 HUBB Hubbell Inc Com Industrials 525.0 $275K 0.02% NEW $523.20 -10.8%
250 EMN Eastman Chemical Co Basic Materials 4,050.0 $271K 0.01% $66.98 +8.5%
251 GWW W.W. Grainger Inc. Industrials 199.0 $271K 0.01% -28.0 -12.3% $1360.40 -2.8%
252 ISRG Intuitive Surgical Inc Healthcare 678.0 $270K 0.01% $397.68 -6.1%
253 NTLA Intellia Therapeutics Com Healthcare 15,825.0 $268K 0.01% +831.0 +5.5% $16.92 -25.8%
254 BSV Vanguard Short-Term Bond ETF 3,388.0 $264K 0.01% $77.91 -0.4%
255 HOOD robinhood mkts inc com cl a Financial Services 2,576.0 $258K 0.01% NEW $100.28 +3.3%
256 BDX Becton Dickinson and Co Healthcare 1,697.0 $257K 0.01% -175.0 -9.3% $151.33 +26.0%
257 SOLS Solstice Advanced Matl Com Shs Basic Materials 2,800.0 $248K 0.01% -52.0 -1.8% $88.60 -37.5%
258 HWM Howmet Aerospace Inc Industrials 917.0 $246K 0.01% $268.74 -2.0%
259 BY Byline Bancorp Inc Financial Services 6,390.0 $241K 0.01% $37.66 +1.9%
260 CTSH Cognizant Tech Solutions Cl A Technology 6,187.0 $240K 0.01% +100.0 +1.6% $38.73 +60.6%
Page 13 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%