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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 5 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BlackRock, Inc. 2,586.0 $2.8M 0.14% NEW $1070.51
82 KMB Kimberly-Clark Corp Consumer Defensive 26,022.0 $2.6M 0.13% NEW $100.89 -4.2%
83 GOOG Alphabet Inc CL C NON Voting Communication Services 8,234.0 $2.6M 0.13% NEW $313.80 +26.6%
84 DE Deere & Co Industrials 5,274.0 $2.5M 0.12% NEW $465.54 +23.4%
85 HSY Hershey Company Consumer Defensive 12,687.0 $2.3M 0.12% NEW $181.98 +4.6%
86 VEA Vanguard FTSE Developed Mkts E 35,629.0 $2.2M 0.11% NEW $62.47 +10.6%
87 CARR Carrier Global Corp Com Industrials 38,433.0 $2.0M 0.10% NEW $52.84 +22.4%
88 VCLT Vanguard Long-Term Corp Bond E 25,734.0 $2.0M 0.10% NEW $75.85 -2.7%
89 QQQ Invesco QQQ Trust Series 1 Financial Services 3,140.0 $1.9M 0.10% NEW $614.22 +15.4%
90 MORN Morningstar, Inc. Financial Services 8,755.0 $1.9M 0.10% NEW $217.31 -23.6%
91 SMH VanEck Vectors Semiconductor E 5,034.0 $1.8M 0.09% NEW $360.13 +54.5%
92 BX Blackstone Group Inc Financial Services 11,677.0 $1.8M 0.09% NEW $154.13 -23.5%
93 MAIN Main Street Capital Corp Financial Services 29,372.0 $1.8M 0.09% NEW $60.39 -16.1%
94 VRP Invesco Variable Rate Pref Por 71,369.0 $1.7M 0.09% NEW $24.33 -0.1%
95 Vanguard Total Bond Market ETF 23,152.0 $1.7M 0.09% NEW $74.07
96 PREF Princpal Spectrum Preferred Se 87,611.0 $1.7M 0.08% NEW $19.07 -0.7%
97 XLC Communication Services Select 13,939.0 $1.6M 0.08% NEW $117.72 -1.4%
98 ADI Analog Devices Inc Technology 6,019.0 $1.6M 0.08% NEW $271.20 +53.9%
99 SO Southern Co Utilities 16,962.0 $1.5M 0.07% NEW $87.20 +7.4%
100 ECL Ecolab Inc Basic Materials 5,628.0 $1.5M 0.07% NEW $262.52 -5.2%
Page 5 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%