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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 8 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 Berkshire Hathaway Cl B 1,797.0 $899K 0.05% +12.0 +0.7% $500.39
142 XEL Xcel Energy Inc Utilities 10,974.0 $881K 0.05% $80.30 -3.7%
143 UBER Uber Technologies Inc Technology 11,753.0 $848K 0.05% $72.16 +9.9%
144 DVY IShares DJ Select Dividend Fd 5,211.0 $814K 0.05% -261.0 -4.8% $156.30 +5.3%
145 IDV IShares DJ Intl Select Div 19,262.0 $798K 0.04% $41.43 +8.7%
146 LOW Lowe's Companies, Inc. Consumer Cyclical 3,533.0 $779K 0.04% $220.49 -1.6%
147 IShares S&P 500 Index Fund 1,036.0 $776K 0.04% $748.89
148 XLK Technology Select Sector SPDR 4,012.0 $764K 0.04% -565.0 -12.3% $190.52 -5.5%
149 VUG Vanguard Growth ETF 8,766.0 $755K 0.04% +8K +691.2% $86.14 +0.9%
150 IBDR iShares iBonds Dec 2026 Term C 30,719.0 $744K 0.04% +3K +9.2% $24.23 -0.0%
151 Intel Corp 5,175.0 $723K 0.04% $139.63
152 NFLX Netflix Inc Com Communication Services 10,070.0 $719K 0.04% $71.40 +12.1%
153 XLU Utilities Select Sector SPDR I 15,780.0 $715K 0.04% +380.0 +2.5% $45.34 -4.7%
154 META Meta Platforms Ord Shs Class A Communication Services 1,263.0 $711K 0.04% -72.0 -5.4% $563.24 -0.7%
155 ORLY O'Reilly Automotive Inc Consumer Cyclical 7,700.0 $709K 0.04% +1K +19.1% $92.09 -1.5%
156 AMGN Amgen Healthcare 1,930.0 $699K 0.04% -34.0 -1.7% $362.12 +22.6%
157 MZTI The Marzetti Company Consumer Defensive 6,060.0 $692K 0.04% +649.0 +12.0% $114.17 +1.4%
158 IBDS iShares iBonds Dec 2027 Term C 28,431.0 $689K 0.04% +3K +10.1% $24.22 -0.1%
159 XLV Health Care Select Sector SPDR 4,333.0 $687K 0.04% -550.0 -11.3% $158.66 +10.1%
160 IBDV iShares iBonds Dec 2030 Term C 31,413.0 $685K 0.04% +3K +10.2% $21.80 -0.8%
Page 8 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%