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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 10 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XLY Consumer Discretionary Sel Sec 4,198.0 $501K 0.03% NEW $119.41 -2.4%
182 VWO Vanguard Emerging Markets ETF 9,011.0 $484K 0.02% NEW $53.76 +8.7%
183 ALC Alcon Inc Healthcare 6,122.0 $482K 0.02% NEW $78.81 -19.2%
184 VOT Vanguard Mid-Cap Growth Index 1,721.0 $480K 0.02% NEW $279.14 +2.3%
185 PPG PPG Industries Inc Basic Materials 4,658.0 $477K 0.02% NEW $102.46 +3.4%
186 ENB Enbridge Inc. Energy 9,930.0 $475K 0.02% NEW $47.83 +17.5%
187 EWC IShares MSCI Canada Index Fund 8,700.0 $469K 0.02% NEW $53.93 +6.5%
188 DOW Dow Chemical Basic Materials 19,925.0 $466K 0.02% NEW $23.38 +65.9%
189 EPD Enterprise Products Partners L Energy 14,241.0 $457K 0.02% NEW $32.06 +22.4%
190 CL Colgate Palmolive Co Consumer Defensive 5,775.0 $456K 0.02% NEW $79.02 +11.5%
191 CB Chubb Ltd Financial Services 1,459.0 $455K 0.02% NEW $312.20 +3.8%
192 ELV Elevance Health Inc Healthcare 1,281.0 $449K 0.02% NEW $350.62 +13.1%
193 ORCL Oracle Corp Technology 2,282.0 $445K 0.02% NEW $194.92 +0.4%
194 CSWC Capital Southwest Corporation Financial Services 19,999.0 $443K 0.02% NEW $22.15 +8.4%
195 BIV Vanguard Intermediate Term Bon 5,563.0 $433K 0.02% NEW $77.88 -2.3%
196 WDC Western Digital Corp Com Technology 2,508.0 $432K 0.02% NEW $172.27 +183.9%
197 GE General Electric Co Industrials 1,330.0 $410K 0.02% NEW $308.03 -5.4%
198 BTI British American Tobacco PLC A Consumer Defensive 7,192.0 $407K 0.02% NEW $56.62 +15.0%
199 BDX Becton Dickinson and Co Healthcare 2,094.0 $406K 0.02% NEW $194.07 -26.1%
200 ISRG Intuitive Surgical Inc Healthcare 713.0 $404K 0.02% NEW $566.36 -24.4%
Page 10 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%