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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 9 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBDR iShares iBonds Dec 2026 Term C 25,296.0 $613K 0.03% NEW $24.23 -0.1%
162 IBDV iShares iBonds Dec 2030 Term C 27,594.0 $609K 0.03% NEW $22.07 -1.6%
163 IBDS iShares iBonds Dec 2027 Term C 25,071.0 $609K 0.03% NEW $24.28 -0.4%
164 IBDT iShares iBonds Dec 2028 Term C 23,875.0 $608K 0.03% NEW $25.45 -1.0%
165 IBDU iShares iBonds Dec 2029 Term C 25,863.0 $605K 0.03% NEW $23.40 -1.3%
166 FSV FirstService Corp Real Estate 3,802.0 $591K 0.03% NEW $155.53 -16.5%
167 PLTR Palantir Technologies Cl A Technology 3,295.0 $586K 0.03% NEW $177.75 -24.8%
168 BA Boeing Industrials 2,679.0 $582K 0.03% NEW $217.14 +1.5%
169 AEE Ameren Corp Utilities 5,736.0 $573K 0.03% NEW $99.86 +6.5%
170 NOW ServiceNow Inc Technology 3,717.0 $569K 0.03% NEW $153.19 -40.9%
171 SHEL Shell plc Energy 7,694.0 $565K 0.03% NEW $73.48 +15.0%
172 POOL Pool Corporation Industrials 2,422.0 $554K 0.03% NEW $228.75 -23.4%
173 AEP American Electric Power Utilities 4,748.0 $548K 0.03% NEW $115.31 +8.5%
174 IEFA IShares Core MSCI EAFE ETF 5,912.0 $529K 0.03% NEW $89.46 +6.4%
175 HYG IShares High Yield Corp Bond E 12,176.0 $522K 0.03% NEW $42.87 +85.4%
176 MBB IShares Barclays MBS Bond Fd E 5,463.0 $520K 0.03% NEW $95.22 -1.7%
177 MZTI The Marzetti Company Consumer Defensive 3,144.0 $517K 0.03% NEW $164.44 -30.4%
178 OTIS Otis Worldwide Corp Com Industrials 5,865.0 $512K 0.03% NEW $87.35 -16.4%
179 PFFV Global X Variable Rate Preferr 22,903.0 $509K 0.03% NEW $22.22 +0.2%
180 ROP Roper Technologies Inc Industrials 1,135.0 $505K 0.03% NEW $445.13 -28.6%
Page 9 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%