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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 9 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBDT iShares iBonds Dec 2028 Term C 27,078.0 $684K 0.04% +2K +10.2% $25.25 -0.2%
162 PAYX PayChex Inc Industrials 6,830.0 $672K 0.04% -146.0 -2.1% $98.33 +28.2%
163 IBDU iShares iBonds Dec 2029 Term C 28,984.0 $671K 0.04% +3K +10.4% $23.16 -0.4%
164 SHEL Shell plc Energy 8,625.0 $669K 0.04% +1K +17.0% $77.54 +19.9%
165 HON Honeywell Intl Inc Industrials 2,966.0 $664K 0.04% -3K -50.0% $223.93 -4.1%
166 Honeywell Aerospace Inc. 2,962.0 $655K 0.04% NEW $221.08
167 XLI Industrial Select Sect SPDR In 3,480.0 $645K 0.04% +645.0 +22.8% $185.23 -3.4%
168 BA Boeing Industrials 2,911.0 $630K 0.04% -18.0 -0.6% $216.49 -2.8%
169 DOW Dow Chemical Basic Materials 22,737.0 $622K 0.04% $27.36 +14.9%
170 AEE Ameren Corp Utilities 5,450.0 $616K 0.04% $113.04 -5.2%
171 KMB Kimberly-Clark Corp Consumer Defensive 5,584.0 $613K 0.04% -567.0 -9.2% $109.77 +1.5%
172 EPD Enterprise Products Partners L 16,546.0 $608K 0.03% -476.0 -2.8% $36.76
173 CRM Salesforce.com Inc Technology 3,845.0 $602K 0.03% -265.0 -6.5% $156.66 +33.4%
174 IEFA IShares Core MSCI EAFE ETF 6,208.0 $600K 0.03% +225.0 +3.8% $96.58 +4.2%
175 XLRE Real Estate Select Sector SPDR 13,603.0 $599K 0.03% +3K +24.2% $44.03 +3.0%
176 EEM IShares Tr MSCI Emerging Mkts 8,688.0 $594K 0.03% +2K +39.4% $68.41 -3.4%
177 PSX Phillips 66 Energy 3,513.0 $594K 0.03% -306.0 -8.0% $169.05 +43.1%
178 VBR Vanguard Small-Cap Value ETF 2,381.0 $579K 0.03% +160.0 +7.2% $242.99 +2.2%
179 TTC Toro Co Industrials 5,908.0 $576K 0.03% NEW $97.42 +2.1%
180 T AT&T Inc Communication Services 27,333.0 $566K 0.03% -2K -5.6% $20.70 +24.1%
Page 9 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%