DEARBORN PARTNERS LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.1T
Holdings
256
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (256 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLApple Inc. | 468,754 | $96.2B | 4.55% | |
| 2 | MSFTMicrosoft Corp | 188,211 | $93.6B | 4.43% | |
| 3 | ADPAutomatic Data Processing | 195,122 | $60.2B | 2.85% | |
| 4 | MCDMcDonalds Corp | 169,682 | $49.6B | 2.35% | |
| 5 | RSGRepublic Services Inc | 179,819 | $44.3B | 2.10% | |
| 6 | CASYCasey's General Stores Inc | 85,802 | $43.8B | 2.07% | |
| 7 | WMTWal-Mart Stores | 423,429 | $41.4B | 1.96% | |
| 8 | MAMastercard Inc | 72,433 | $40.7B | 1.93% | |
| 9 | HDHome Depot Inc | 110,394 | $40.5B | 1.92% | |
| 10 | AJGArthur J. Gallagher & Co | 124,890 | $40.0B | 1.89% | |
| 11 | WECWEC Energy Group Inc | 382,369 | $39.8B | 1.89% | |
| 12 | INTUIntuit | 50,129 | $39.5B | 1.87% | |
| 13 | WSOWatsco, Inc. | 86,057 | $38.0B | 1.80% | |
| 14 | QCOMQualcomm Inc. | 238,598 | $38.0B | 1.80% | |
| 15 | ITWIllinois Tool Works Inc | 149,975 | $37.1B | 1.76% | |
| 16 | TSCOTractor Supply Company | 701,884 | $37.0B | 1.75% | |
| 17 | XOMExxon Mobil Corp | 339,532 | $36.6B | 1.73% | |
| 18 | COSTCostco Wholesale Corp | 36,702 | $36.3B | 1.72% | |
| 19 | CTVACorteva Inc | 467,986 | $34.9B | 1.65% | |
| 20 | TXNTexas Instruments Incorporated | 166,076 | $34.5B | 1.63% | |
| 21 | SNASnap-On | 109,703 | $34.1B | 1.62% | |
| 22 | PGProcter & Gamble Co | 213,198 | $34.0B | 1.61% | |
| 23 | MKC/VMcCormick & Company Inc | 447,374 | $33.9B | 1.61% | |
| 24 | SYKStryker Corp | 85,398 | $33.8B | 1.60% | |
| 25 | SHWSherwin-Williams Co | 97,330 | $33.4B | 1.58% | |
| 26 | ABTAbbott Labs | 244,726 | $33.3B | 1.58% | |
| 27 | ATOAtmos Energy Corporation | 215,094 | $33.1B | 1.57% | |
| 28 | APHAmphenol Corp Cl A | 331,976 | $32.8B | 1.55% | |
| 29 | BACVerizon Communications | 751,103 | $32.5B | 1.54% | |
| 30 | ABBVAbbVie Inc | 174,525 | $32.4B | 1.53% | |
| 31 | SPGIS&P Global, Inc. | 61,209 | $32.3B | 1.53% | |
| 32 | TRI4EURThomson Reuters | 158,165 | $31.8B | 1.51% | |
| 33 | ACNAccenture PLC Cl A | 106,293 | $31.8B | 1.50% | |
| 34 | TMUST-Mobile US Inc. | 132,893 | $31.7B | 1.50% | |
| 35 | CITCintas Corp | 141,665 | $31.6B | 1.49% | |
| 36 | FASTFastenal Company | 750,155 | $31.5B | 1.49% | |
| 37 | NDAQNasdaq, Inc. | 329,573 | $29.5B | 1.40% | |
| 38 | STESteris plc | 119,309 | $28.7B | 1.36% | |
| 39 | MSIMotorola Solutions, Inc. | 65,037 | $27.3B | 1.29% | |
| 40 | BRBroadridge Financial Solutions | 103,671 | $25.2B | 1.19% | |
| 41 | JPMJ P Morgan Chase & Co | 86,376 | $25.0B | 1.19% | |
| 42 | AWCAmerican Water Works Co | 179,016 | $24.9B | 1.18% | |
| 43 | MDLZMondelez International Inc A | 298,456 | $20.1B | 0.95% | |
| 44 | ZTSZoetis, Inc Class A | 127,643 | $19.9B | 0.94% | |
| 45 | ARESAres Management Corporation | 112,298 | $19.4B | 0.92% | |
| 46 | EQIXEquinix Inc | 24,202 | $19.3B | 0.91% | |
| 47 | JKHYJack Henry & Assoc Inc Com | 106,098 | $19.1B | 0.90% | |
| 48 | EOGEOG Resources Inc | 156,706 | $18.7B | 0.89% | |
| 49 | MRKMerck & Co Inc | 225,964 | $17.9B | 0.85% | |
| 50 | NEENextEra Energy Inc | 233,456 | $16.2B | 0.77% | |
| 51 | BDXBecton Dickinson and Co | 89,274 | $15.4B | 0.73% | |
| 52 | IBMInternational Business Machine | 51,518 | $15.2B | 0.72% | |
| 53 | POOLPool Corporation | 49,515 | $14.4B | 0.68% | |
| 54 | GDGeneral Dynamics Corp | 46,225 | $13.5B | 0.64% | |
| 55 | JNJJohnson & Johnson | 82,735 | $12.6B | 0.60% | |
| 56 | CATCaterpillar Inc | 29,807 | $11.6B | 0.55% | |
| 57 | RSReliance Steel & Aluminum Co | 34,550 | $10.8B | 0.51% | |
| 58 | RPMRPM Intl Inc | 95,433 | $10.5B | 0.50% | |
| 59 | UNPUnion Pacific Corp | 37,766 | $8.7B | 0.41% | |
| 60 | GILDGilead Sciences Incorporated | 77,560 | $8.6B | 0.41% | |
| 61 | GOOGLAlphabet Inc CL A | 47,631 | $8.4B | 0.40% | |
| 62 | OKEONEOK, Inc. | 95,635 | $7.8B | 0.37% | |
| 63 | PEPPepsiCo Inc | 53,516 | $7.1B | 0.33% | |
| 64 | APDAir Products & Chemicals, Inc | 24,681 | $7.0B | 0.33% | |
| 65 | NVDANvidia Corp | 42,694 | $6.7B | 0.32% | |
| 66 | MDTMedtronic PLC | 60,187 | $5.2B | 0.25% | |
| 67 | LINLinde PLC | 10,744 | $5.0B | 0.24% | |
| 68 | VVisa Inc Cl A | 13,632 | $4.8B | 0.23% | |
| 69 | CVXChevron Corp | 33,692 | $4.8B | 0.23% | |
| 70 | ORealty Income Corporation | 82,230 | $4.7B | 0.22% | |
| 71 | AMZNAmazon.com | 21,241 | $4.7B | 0.22% | |
| 72 | SBUXStarbucks Corporation | 49,736 | $4.6B | 0.22% | |
| 73 | RTXRaytheon Technologies Com | 31,101 | $4.5B | 0.21% | |
| 74 | NVSNNovartis AG ADR | 35,210 | $4.3B | 0.20% | |
| 75 | KMBKimberly-Clark Corp | 32,018 | $4.1B | 0.20% | |
| 76 | LLYEli Lilly & Co | 4,872 | $3.8B | 0.18% | |
| 77 | BLKCHFBlackRock, Inc. | 3,399 | $3.6B | 0.17% | |
| 78 | KOCoca Cola Co | 49,568 | $3.5B | 0.17% | |
| 79 | DEDeere & Co | 6,702 | $3.4B | 0.16% | |
| 80 | CMECME Group Inc | 12,000 | $3.3B | 0.16% | |
| 81 | SPYMSpdr Ser Tr Portfolio S&P500 | 43,732 | $3.2B | 0.15% | |
| 82 | MORNMorningstar, Inc. | 9,663 | $3.0B | 0.14% | |
| 83 | CARRCarrier Global Corp Com | 39,241 | $2.9B | 0.14% | |
| 84 | AVGOBroadcom Inc | 8,554 | $2.4B | 0.11% | |
| 85 | HSYHershey Company | 13,331 | $2.2B | 0.10% | |
| 86 | UBERUber Technologies Inc | 22,325 | $2.1B | 0.10% | |
| 87 | BXBlackstone Group Inc | 13,502 | $2.0B | 0.10% | |
| 88 | MAINMain Street Capital Corp | 33,862 | $2.0B | 0.09% | |
| 89 | VCLTVanguard Long-Term Corp Bond E | 23,968 | $1.8B | 0.09% | |
| 90 | HONHoneywell Intl Inc | 7,722 | $1.8B | 0.09% | |
| 91 | NDQInvesco QQQ Trust Series 1 | 3,211 | $1.8B | 0.08% | |
| 92 | ADIAnalog Devices Inc | 7,400 | $1.8B | 0.08% | |
| 93 | ECLEcolab Inc | 6,397 | $1.7B | 0.08% | |
| 94 | VRPInvesco Variable Rate Pref Por | 68,988 | $1.7B | 0.08% | |
| 95 | PGRProgressive Corp Ohio Com | 6,301 | $1.7B | 0.08% | |
| 96 | SOSouthern Co | 17,762 | $1.6B | 0.08% | |
| 97 | PREFPrincpal Spectrum Preferred Se | 84,284 | $1.6B | 0.08% | |
| 98 | XLCCommunication Services Select | 14,339 | $1.6B | 0.07% | |
| 99 | VEAVanguard FTSE Developed Mkts E | 26,881 | $1.5B | 0.07% | |
| 100 | AGGIShares Barclays Aggregate Bon | 15,383 | $1.5B | 0.07% |
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