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Portfolio (Quarterly) Guide ↗

DEARBORN PARTNERS LLC

· CIK 0001206792
13F Portfolio $2.0B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 264 New
Page 11 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PM Philip Morris International Consumer Defensive 2,500.0 $401K 0.02% NEW $160.40 +19.6%
202 IJT IShares Tr S&P Smallcap 600 In 3,296.0 $396K 0.02% NEW $120.18 +31.9%
203 PSA Public Storage Inc Real Estate 1,520.0 $394K 0.02% NEW $259.50 +16.8%
204 ALL Allstate Corp Financial Services 1,864.0 $388K 0.02% NEW $208.15 +4.4%
205 VUG Vanguard Growth ETF 783.0 $382K 0.02% NEW $487.86 -82.1%
206 CLX Clorox Co Consumer Defensive 3,669.0 $370K 0.02% NEW $100.83 -10.3%
207 TRV Travelers Cos Inc Financial Services 1,263.0 $366K 0.02% NEW $290.10 +2.8%
208 XLI Industrial Select Sect SPDR In 2,335.0 $362K 0.02% NEW $155.12 +10.5%
209 BITB Bitwise Bitcoin ETF Financial Services 7,587.0 $361K 0.02% NEW $47.56 -9.7%
210 Newmont Mining Corporation 3,565.0 $356K 0.02% NEW $99.85
211 SONY Sony Group Corporation Sponsor Technology 13,779.0 $353K 0.02% NEW $25.60 -13.6%
212 ODFL Old Dominion Freight Line Inc Industrials 2,234.0 $350K 0.02% NEW $156.80 +26.8%
213 XLRE Real Estate Select Sector SPDR 8,584.0 $346K 0.02% NEW $40.35 +7.1%
214 VYM Vanguard High Dividend Yield E 2,400.0 $344K 0.02% NEW $143.52 +8.5%
215 EEM IShares Tr MSCI Emerging Mkts 6,233.0 $341K 0.02% NEW $54.71 +18.9%
216 LYB LyondellBasell Industries NV Basic Materials 7,780.0 $337K 0.02% NEW $43.30 +69.2%
217 STT State Street Corp Financial Services 2,500.0 $323K 0.02% NEW $129.01 +19.2%
218 AXP American Express Co Financial Services 868.0 $321K 0.02% NEW $369.95 -15.3%
219 VBR Vanguard Small-Cap Value ETF 1,501.0 $318K 0.02% NEW $211.79 +7.3%
220 VO Vanguard Mid-Cap ETF 1,081.0 $314K 0.02% NEW $290.22 -73.6%
Page 11 of 14  ·  264 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 25.6%
Industrials 17.9%
Financial Services 12.2%
Healthcare 10.6%
Consumer Cyclical 8.4%
Consumer Defensive 6.4%
Utilities 5.9%
Basic Materials 4.6%
Communication Services 3.9%
Energy 3.4%