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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 6 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JIRE JPM Exchange TR Intrnl Res Eqt 20,252.0 $1.7M 0.10% +6K +45.5% $82.49 +3.2%
102 PGR Progressive Corp Ohio Com Financial Services 7,629.0 $1.7M 0.09% +617.0 +8.8% $218.45 +2.5%
103 PREF Princpal Spectrum Preferred Se 86,972.0 $1.7M 0.09% +2K +2.7% $19.06 -1.2%
104 Vanguard Total Bond Market ETF 22,241.0 $1.6M 0.09% -145.0 -0.7% $73.41
105 SO Southern Co Utilities 16,886.0 $1.6M 0.09% $95.71 -5.9%
106 NTRS Northern Trust Financial Services 9,145.0 $1.6M 0.09% $173.84 +7.4%
107 XLC Communication Services Select 14,172.0 $1.5M 0.09% +233.0 +1.7% $107.13 +4.8%
108 ADI Analog Devices Inc Technology 3,778.0 $1.5M 0.09% -55.0 -1.4% $397.20 -6.6%
109 VOO Vanguard S&P 500 ETF 2,143.0 $1.5M 0.08% +68.0 +3.3% $686.73 +2.2%
110 CSCO Cisco Systems Technology 12,480.0 $1.5M 0.08% -148.0 -1.2% $117.46 -6.2%
111 IEMG IShares Core MSCI Emerging Mar 17,345.0 $1.4M 0.08% +3K +21.2% $82.84 -2.8%
112 GEV Ge Vernova Inc Com Utilities 1,195.0 $1.4M 0.08% $1174.86 -19.8%
113 MAIN Main Street Capital Corp Financial Services 27,018.0 $1.4M 0.08% -2K -6.3% $51.88 +13.6%
114 MORN Morningstar, Inc. Financial Services 8,465.0 $1.3M 0.07% -215.0 -2.5% $156.02 +39.4%
115 BX Blackstone Group Inc Financial Services 10,494.0 $1.2M 0.07% $117.66 +22.1%
116 EMR Emerson Electric Co Industrials 8,504.0 $1.2M 0.07% $143.15 +10.1%
117 GSK Gsk Adr Repreenting 2 Ord Shrs Healthcare 23,142.0 $1.2M 0.07% +2K +8.2% $52.42 -1.2%
118 USB U. S. Bancorp Financial Services 19,953.0 $1.2M 0.07% -528.0 -2.6% $60.40 +3.3%
119 TSM Taiwan Semiconductor Mfg Co AD Technology 2,521.0 $1.2M 0.07% $477.57 -14.1%
120 Vanguard Interm. Term Corp. Bo 14,539.0 $1.2M 0.07% -101.0 -0.7% $82.65
Page 6 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%