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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 13 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VTI Vanguard Ttl Stk Mkt ETF 779.0 $261K 0.01% NEW $335.27 +8.2%
242 SCHG Schwab U.S. Large-Cap Growth E 8,000.0 $261K 0.01% NEW $32.62 +5.0%
243 EUAD SPINNAKER ETF SERIES SELECT ST 6,150.0 $259K 0.01% NEW $42.13 -10.7%
244 MO Altria Group Inc Consumer Defensive 4,480.0 $258K 0.01% NEW $57.66 +25.6%
245 PLD Prologis Inc. Real Estate 1,969.0 $251K 0.01% NEW $127.66 +11.7%
246 NOC Northrop Grumman Corp Industrials 425.0 $243K 0.01% NEW $570.62 -3.9%
247 PGF Invesco Financial Pfd Portfoli 17,147.0 $242K 0.01% NEW $14.14 -1.6%
248 HOOD robinhood mkts inc com cl a Financial Services 2,132.0 $241K 0.01% NEW $113.10 -28.6%
249 PIO Invesco Global Water Portfolio 3,350.0 $236K 0.01% NEW $70.41 -38.1%
250 GCMG GCM Grosvenor Inc Financial Services 20,150.0 $228K 0.01% NEW $11.32 -2.1%
251 ULS UL Solutions Inc. Industrials 2,867.0 $226K 0.01% NEW $78.86 +27.6%
252 XLP Consumer Staples Select Sector 2,839.0 $221K 0.01% NEW $77.68 +9.0%
253 TLT IShares Barclays 20plus Year Tres 2,500.0 $218K 0.01% NEW $87.16 -4.0%
254 BHM Bluerock Private Real Estate F Real Estate 14,053.0 $211K 0.01% NEW $15.00 -29.9%
255 IBDY iShares iBonds Dec 2033 Term C 7,883.0 $206K 0.01% NEW $26.14 -2.1%
256 IBTP iShares iBonds Dec 2034 Term C 7,801.0 $206K 0.01% NEW $26.37 -4.7%
257 IBDX iShares iBonds Dec 2032 Term C 8,055.0 $206K 0.01% NEW $25.53 -1.9%
258 IBDW iShares iBonds Dec 2031 Term C 9,723.0 $206K 0.01% NEW $21.15 -1.9%
259 BMY Bristol Myers Squibb Company Healthcare 3,755.0 $203K 0.01% NEW $53.94 +5.7%
260 EWQ ISHARES INC MSCI FRANCE ETF 4,500.0 $202K 0.01% NEW $44.99 -1.8%
Page 13 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%