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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 15 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KMI Kinder Morgan Inc Energy 6,385.0 $204K 0.01% +70.0 +1.1% $31.97 -3.1%
282 TLT IShares Barclays 20 plus Year Tres 2,350.0 $203K 0.01% -150.0 -6.0% $86.42 -4.4%
283 BEPC Brookfield Renewable Corp Utilities 5,400.0 $200K 0.01% -3K -36.1% $37.12 -11.5%
284 BHM Bluerock Private Real Estate F Real Estate 10,153.0 $132K 0.01% -4K -27.8% $13.01 -34.8%
285 IGC India Globalization Capital In Healthcare 59,401.0 $16K 0.00% $0.27 +10.3%
Page 15 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%