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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 6 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFE Pfizer Healthcare 51,083.0 $1.4M 0.08% +3K +7.2% $28.08 -7.3%
102 CRS Carpenter Technology C Com Industrials 3,550.0 $1.4M 0.08% $394.15 +42.5%
103 PGR Progressive Corp Ohio Com Financial Services 7,012.0 $1.4M 0.07% +752.0 +12.0% $198.24 +3.2%
104 HON Honeywell Intl Inc Industrials 5,933.0 $1.3M 0.07% -1K -16.3% $226.02 +1.5%
105 NTRS Northern Trust Financial Services 9,142.0 $1.3M 0.07% -346.0 -3.6% $139.57 +25.3%
106 VOO Vanguard S&P 500 ETF 2,075.0 $1.2M 0.07% +902.0 +76.9% $597.53 +15.5%
107 ADI Analog Devices Inc Technology 3,833.0 $1.2M 0.07% -2K -36.3% $318.16 +30.7%
108 VCIT Vanguard Interm. Term Corp. Bo 14,640.0 $1.2M 0.07% -577.0 -3.8% $82.75 -0.2%
109 BX Blackstone Group Inc Financial Services 10,494.0 $1.2M 0.07% -1K -10.1% $114.98 +11.2%
110 DUK Duke Energy Corp Utilities 9,103.0 $1.2M 0.07% +3K +43.9% $130.94 -3.7%
111 SCHA Schwab U.S. Small-Cap ETF 40,850.0 $1.2M 0.06% +9K +26.7% $29.08 +19.7%
112 PH Parker Hannifin Corp Industrials 1,319.0 $1.2M 0.06% $895.24 +4.8%
113 GSK Gsk Adr Repreenting 2 Ord Shrs Healthcare 21,392.0 $1.2M 0.06% $55.19 -5.4%
114 WMB Williams Cos Inc Energy 16,113.0 $1.2M 0.06% -3K -14.4% $72.78 -1.8%
115 LMT Lockheed Martin Corp Industrials 1,852.0 $1.1M 0.06% -10.0 -0.5% $604.46 -11.3%
116 EMR Emerson Electric Co Industrials 8,501.0 $1.1M 0.06% -1K -10.8% $131.02 +13.6%
117 AMLP Alerian MLP ETF 20,623.0 $1.1M 0.06% +2K +8.8% $52.64 -3.2%
118 USB U. S. Bancorp Financial Services 20,481.0 $1.1M 0.06% -1K -6.3% $52.01 +11.1%
119 JIRE JPM Exchange TR Intrnl Res Eqt 13,920.0 $1.1M 0.06% +5K +51.4% $75.74 +8.9%
120 GEV Ge Vernova Inc Com Utilities 1,193.0 $1.0M 0.06% $872.90 +12.5%
Page 6 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%