BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 6 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PGR Progressive Corp Ohio Com Financial Services 6,260.0 $1.4M 0.07% NEW $227.72 -13.9%
102 HON Honeywell Intl Inc Industrials 7,085.0 $1.4M 0.07% NEW $195.08 +11.6%
103 GLD SPDR Gold Trust Financial Services 3,440.0 $1.4M 0.07% NEW $396.31 +7.8%
104 NTRS Northern Trust Financial Services 9,488.0 $1.3M 0.07% NEW $136.60 +20.3%
105 IJH IShares Core S&P Mid-Cap ETF 19,476.0 $1.3M 0.06% NEW $66.00 +9.4%
106 VCIT Vanguard Interm. Term Corp. Bo 15,217.0 $1.3M 0.06% NEW $83.75 -2.1%
107 EMR Emerson Electric Co Industrials 9,529.0 $1.3M 0.06% NEW $132.72 +3.9%
108 NOBL Proshares Tr S&P 500 Dv Arist 11,889.0 $1.2M 0.06% NEW $104.07 +1.4%
109 TSLX Sixth Street Specialty Lending Financial Services 56,429.0 $1.2M 0.06% NEW $21.72 -17.5%
110 LOW Lowe's Companies, Inc. Consumer Cyclical 5,011.0 $1.2M 0.06% NEW $241.16 -7.3%
111 TSLA Tesla Motors Inc Consumer Cyclical 2,670.0 $1.2M 0.06% NEW $449.72 -1.4%
112 PFE Pfizer Healthcare 47,660.0 $1.2M 0.06% NEW $24.90 +3.4%
113 CRM Salesforce.com Inc Technology 4,471.0 $1.2M 0.06% NEW $264.91 -36.7%
114 USB U. S. Bancorp Financial Services 21,860.0 $1.2M 0.06% NEW $53.36 +0.1%
115 CSCO Cisco Systems Technology 15,075.0 $1.2M 0.06% NEW $77.03 +50.0%
116 PH Parker Hannifin Corp Industrials 1,319.0 $1.2M 0.06% NEW $878.96 +0.2%
117 UBER Uber Technologies Inc Technology 14,004.0 $1.1M 0.06% NEW $81.71 -8.6%
118 WMB Williams Cos Inc Energy 18,814.0 $1.1M 0.06% NEW $60.11 +29.2%
119 CRS Carpenter Technology C Com Industrials 3,550.0 $1.1M 0.06% NEW $314.84 +36.4%
120 AMD Advanced Micro Devices Technology 5,000.0 $1.1M 0.05% NEW $214.16 +98.0%
Page 6 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%