DEARBORN PARTNERS LLC

CIK: 0001206792Latest portfolio: $2.0B · Q4 2025

Holdings

264

Total Value

$2.0B

New Positions

17

Closed Positions

8

#StockSharesValue% PortfolioChangeType
1
AAPLApple Inc.
449,668$122.2M6.10%-12,869
2
MSFTMicrosoft Corp
200,304$96.9M4.84%+14K
3
MCDMcDonalds Corp
164,603$50.3M2.51%-3,887
4
ADPAutomatic Data Processing
186,218$47.9M2.39%-7,602
5
CASYCasey's General Stores Inc
83,147$46.0M2.29%-2,894
6
APHAmphenol Corp Cl A
310,502$42.0M2.10%-17,097
7
MAMastercard Inc
69,090$39.4M1.97%-2,302
8
QCOMQualcomm Inc.
227,837$39.0M1.95%-6,754
9
RSGRepublic Services Inc
170,769$36.2M1.81%-7,727
10
WECWEC Energy Group Inc
339,058$35.8M1.79%-42,867
11
XOMExxon Mobil Corp
294,873$35.5M1.77%-35,822
12
ITWIllinois Tool Works Inc
142,825$35.2M1.76%-5,518
13
SNASnap-On
101,170$34.9M1.74%-7,974
14
AJGArthur J. Gallagher & Co
133,936$34.7M1.73%+8K
15
ATOAtmos Energy Corporation
206,052$34.5M1.72%-8,004
16
ABBVAbbVie Inc
141,951$32.4M1.62%-32,095
17
WSOWatsco, Inc.
94,731$31.9M1.59%-3,204
18
WMTWal-Mart Stores
284,670$31.7M1.58%-137,145
19
ACNAccenture PLC Cl A
116,749$31.3M1.56%-4,521
20
CTVACorteva Inc
454,522$30.5M1.52%-15,920
21
NDAQNasdaq, Inc.
311,111$30.2M1.51%-12,632
22
SHWSherwin-Williams Co
93,021$30.1M1.51%-3,633
23
INTUIntuit
45,446$30.1M1.50%-3,971
24
COSTCostco Wholesale Corp
34,863$30.1M1.50%-1,035
25
ABTAbbott Labs
235,881$29.6M1.48%-7,755

Quarterly Changes

New Positions

Closed Positions

  • ULCLOSED
    $820.2M
  • FMCCLOSED
    $747.4M
  • IBDQCLOSED
    $626.8M
  • OWLCLOSED
    $262.4M
  • NKECLOSED
    $239.2M
  • LENCLOSED
    $234.4M
  • MASCLOSED
    $225.4M
  • CMGCLOSED
    $207.7M
  • IBITCLOSED
    $203.6M

Increased Positions

NameSharesChange
VRSK88K+83K
CME95K+83K
TRI4EUR194K+35K
MSFT200K+14K
SPYM60K+14K
SCHA32K+13K
AGG30K+12K
NFLX10K+9K
VBTLX23K+9K
AJG134K+8K

Decreased Positions

NameSharesChange
WMT285K-137145
TSCO553K-129938
BDX2K-59138
MKC/V390K-52869
POOL2K-46534
WEC339K-42867
AWC142K-36797
MDLZ255K-35982
XOM295K-35822
BAC719K-33788

Sector Breakdown

Financial Services0.0% ($3.944134661302183e+294T)
Industrials0.0% ($4.790036190351774e+113T)
Technology0.0% ($1.2224696870419613e+110T)
Healthcare0.0% ($3.243429553289583e+74T)
Unknown0.0% ($2.6591255892526816e+69T)
Consumer Defensive0.0% ($3.1715300632899615e+44T)
Consumer Cyclical0.0% ($5.0307459552763426e+32T)
Energy0.0% ($3.5485133906598503e+30T)
Basic Materials0.0% ($3.046630141993798e+29T)
Utilities0.0% ($3.5757345401825616e+27T)
Communication Services0.0% ($23995148952583946240.0T)
Real Estate0.0% ($173544470591.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 11, 2026$2.0B285
Q3 2025Nov 10, 2025$2.1T273
Q2 2025Aug 14, 2025$2.1T275
Q1 2025May 8, 2025$2.1T276
Q4 2024Feb 7, 2025$2.4T276
Q3 2024Nov 6, 2024$2463.6T283
Q2 2024Jul 26, 2024$2312.8T273
Q1 2024May 8, 2024$2329.4T278
Q4 2023Jan 26, 2024$2745.3T275
Q3 2023Nov 1, 2023$2548.4T256
Q2 2023Aug 3, 2023$2613.4T257
Q1 2023May 4, 2023$2542.0T255
Q4 2022Feb 2, 2023$2477.6T259
Q3 2022Oct 25, 2022$2.3T277
Q2 2022Jul 20, 2022$2.4T274
Q1 2022May 4, 2022$2.6T304
Q4 2021Jan 28, 2022$2.8T301
Q3 2021Oct 27, 2021$2.5T282
Q2 2021Jul 26, 2021$2.5T266
Q1 2021Apr 29, 2021$2.3T263
Q4 2020Jan 27, 2021$2.2T268
Q3 2020Oct 20, 2020$2.0T244
Q2 2020Jul 30, 2020$1.9T233
Q1 2020May 11, 2020$1.6T236
Q4 2019Jan 28, 2020$2.0T265
Q3 2019Oct 29, 2019$1.7T255
Q2 2019Jul 29, 2019$1.6T260
Q1 2019May 1, 2019$1.5T242
Q4 2018Feb 4, 2019$1.3T241
Q3 2018Oct 24, 2018$1.4T240
Q2 2018Aug 14, 2018$1.3T203
Q1 2018May 1, 2018$1.3T172
Q4 2017Feb 2, 2018$1.4T176
Q3 2017Nov 13, 2017$1.4T197
Q2 2017Aug 9, 2017$1.4T169
Q1 2017May 15, 2017$1.3T175
Q4 2016Jan 26, 2017$1.2T175
Q3 2016Oct 24, 2016$1.2T217
Q2 2016Jul 18, 2016$1.2T216
Q1 2016Apr 19, 2016$1.1T214

Fund Information

CIK0001206792
Most Recent FilingFeb 11, 2026
Number of Filings40

DEARBORN PARTNERS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $2.0B across 264 holdings. The largest position is Apple Inc. (AAPL), representing 6.1% of the portfolio. Compared to the previous quarter, the fund opened 18 new positions and closed 9 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.