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 5 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AGG IShares Barclays Aggregate Bon 29,070.0 $2.9M 0.16% -818.0 -2.7% $99.27 -0.7%
82 DE Deere & Co Industrials 4,915.0 $2.8M 0.15% -359.0 -6.8% $563.26 +4.5%
83 HSY Hershey Company Consumer Defensive 12,569.0 $2.6M 0.14% -118.0 -0.9% $207.88 -15.8%
84 GOOG Alphabet Inc CL C NON Voting Communication Services 8,132.0 $2.3M 0.13% -102.0 -1.2% $286.86 +26.2%
85 CARR Carrier Global Corp Com Industrials 38,433.0 $2.2M 0.12% $56.31 +23.4%
86 VCLT Vanguard Long-Term Corp Bond E 25,865.0 $1.9M 0.10% +131.0 +0.5% $74.72 +0.6%
87 SMH VanEck Vectors Semiconductor E 5,034.0 $1.9M 0.10% $383.40 +62.8%
88 BlackRock, Inc. 1,983.0 $1.9M 0.10% -603.0 -23.3% $961.91
89 QQQ Invesco QQQ Trust Series 1 Financial Services 3,213.0 $1.9M 0.10% +73.0 +2.3% $577.10 +25.2%
90 VRP Invesco Variable Rate Pref Por 69,020.0 $1.7M 0.09% -2K -3.3% $23.98 +1.8%
91 Vanguard Total Bond Market ETF 22,386.0 $1.6M 0.09% -766.0 -3.3% $73.64
92 IJH IShares Core S&P Mid-Cap ETF 24,292.0 $1.6M 0.09% +5K +24.7% $67.53 +11.0%
93 SO Southern Co Utilities 16,881.0 $1.6M 0.09% $96.52 -4.1%
94 PREF Princpal Spectrum Preferred Se 84,715.0 $1.6M 0.09% -3K -3.3% $18.82 +0.9%
95 ROP Roper Technologies Inc Industrials 4,440.0 $1.6M 0.09% +3K +291.2% $353.86 -6.8%
96 SPY S & P Depository Receipts SPDR Financial Services 2,388.0 $1.6M 0.08% -4K -63.6% $650.27 +14.0%
97 XLC Communication Services Select 13,939.0 $1.5M 0.08% $110.86 -1.5%
98 MAIN Main Street Capital Corp Financial Services 28,832.0 $1.5M 0.08% -540.0 -1.8% $52.96 -4.4%
99 GLD SPDR Gold Trust Financial Services 3,442.0 $1.5M 0.08% $430.29 -9.7%
100 MORN Morningstar, Inc. Financial Services 8,680.0 $1.5M 0.08% -75.0 -0.9% $169.05 -2.8%
Page 5 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%