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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 14 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HWM Howmet Aerospace Inc Industrials 917.0 $211K 0.01% NEW $230.35 +23.0%
262 FSS Federal Signal Corp. Industrials 1,926.0 $208K 0.01% NEW $108.14 +5.3%
263 EWA IShares MSCI Australia Index F 7,397.0 $205K 0.01% NEW $27.76 +3.2%
264 PLD Prologis Inc. Real Estate 1,529.0 $202K 0.01% -440.0 -22.4% $132.18 +6.6%
265 BY Byline Bancorp Inc Financial Services 6,390.0 $202K 0.01% NEW $31.57 +11.1%
266 VB Vanguard Small Cap ETF 766.0 $201K 0.01% NEW $261.92 +11.9%
267 NTLA Intellia Therapeutics Com Healthcare 14,994.0 $192K 0.01% -2K -14.1% $12.82 +18.6%
268 GCMG GCM Grosvenor Inc Financial Services 17,150.0 $168K 0.01% -3K -14.9% $9.80 +18.9%
269 IGC India Globalization Capital In Healthcare 59,401.0 $16K 0.00% -25K -29.6% $0.26 +4.8%
Page 14 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%