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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 14 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DIS Walt Disney Co Communication Services 2,486.0 $239K 0.01% $96.25 +14.9%
262 VST Vistra Energy Corp Com Utilities 1,500.0 $238K 0.01% NEW $158.63 -14.5%
263 VanEck Preferred Securities ex 13,300.0 $237K 0.01% -3K -16.9% $17.84
264 MAS Masco Corp Industrials 2,900.0 $236K 0.01% NEW $81.37 -10.1%
265 VB Vanguard Small Cap ETF 766.0 $232K 0.01% $303.12 -0.1%
266 PIO Invesco Global Water Portfolio 3,350.0 $231K 0.01% $69.08 -34.8%
267 TIP IShares Barclays Tips Bond Ind 2,100.0 $230K 0.01% NEW $109.43 -2.0%
268 AFL AFLAC Inc. Financial Services 1,959.0 $230K 0.01% $117.26 +0.8%
269 PGF Invesco Financial Pfd Portfoli 16,372.0 $224K 0.01% -500.0 -3.0% $13.71 -2.2%
270 VAW Vanguard Materials ETF 981.0 $224K 0.01% $228.79 +4.6%
271 XLP Consumer Staples Select Sector 2,689.0 $223K 0.01% -150.0 -5.3% $83.07 +5.3%
272 ARCC Ares Capital Corp. Financial Services 12,000.0 $222K 0.01% $18.53 +8.2%
273 NOC Northrop Grumman Corp Industrials 418.0 $213K 0.01% $509.78 +7.7%
274 KNSL Kinsale Cap Group Inc Com Financial Services 646.0 $213K 0.01% -385.0 -37.3% $329.81 +19.9%
275 ULS UL Solutions Inc. Industrials 2,075.0 $211K 0.01% NEW $101.86 -27.2%
276 GCMG GCM Grosvenor Inc Financial Services 17,150.0 $211K 0.01% $12.30 +11.0%
277 VBK Vanguard Small Cap Growth ETF 571.0 $209K 0.01% NEW $365.70 -3.0%
278 EWA IShares MSCI Australia Index F 7,397.0 $208K 0.01% $28.16 +6.7%
279 PLD Prologis Inc. Real Estate 1,529.0 $207K 0.01% $135.47 +5.8%
280 EWQ ISHARES INC MSCI FRANCE ETF 4,500.0 $204K 0.01% NEW $45.43 +3.3%
Page 14 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%