MondegarAI
DEARBORN PARTNERS LLC

Q1 2025 · 13F-HR

DEARBORN PARTNERS LLCholdings as filed

Filed 2025-05-08 · accession 0001104659-25-045964

$2.08B
Reported value
257
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc.$111.0M5.33%499,877CommonSOLE
594918104MSFTMicrosoft Corp$72.9M3.50%194,144CommonSOLE
053015103ADPAutomatic Data Processing$69.1M3.32%226,321CommonSOLE
580135101MCDMcDonalds Corp$52.5M2.52%168,062CommonSOLE
452308109ITWIllinois Tool Works Inc$43.8M2.10%176,510CommonSOLE
760759100RSGRepublic Services Inc$43.7M2.10%180,422CommonSOLE
363576109AJGArthur J. Gallagher & Co$42.7M2.05%123,562CommonSOLE
92939U106WECWEC Energy Group Inc$41.1M1.97%377,467CommonSOLE
437076102HDHome Depot Inc$40.0M1.92%109,272CommonSOLE
30231G102XOMExxon Mobil Corp$39.7M1.91%333,915CommonSOLE
57636Q104MAMastercard Inc$39.5M1.90%72,024CommonSOLE
942622200WSOWatsco, Inc.$39.4M1.89%77,608CommonSOLE
833034101SNASnap-On$36.5M1.75%108,441CommonSOLE
747525103QCOMQualcomm Inc.$36.4M1.75%236,728CommonSOLE
00287Y109ABBVAbbVie Inc$36.1M1.73%172,260CommonSOLE
892356106TSCOTractor Supply Company$35.8M1.72%649,542CommonSOLE
579780107MKC/VMcCormick & Company Inc$35.5M1.71%431,695CommonSOLE
742718109PGProcter & Gamble Co$35.5M1.70%208,225CommonSOLE
872590104TMUST-Mobile US Inc.$35.2M1.69%131,996CommonSOLE
147528103CASYCasey's General Stores Inc$35.2M1.69%81,067CommonSOLE
931142103WMTWal-Mart Stores$35.0M1.68%398,784CommonSOLE
92343V104VZVerizon Communications$33.7M1.62%742,031CommonSOLE
049560105ATOAtmos Energy Corporation$33.0M1.59%213,731CommonSOLE
22160K105COSTCostco Wholesale Corp$32.4M1.56%34,286CommonSOLE
002824100ABTAbbott Labs$32.2M1.55%242,733CommonSOLE
863667101SYKStryker Corp$31.6M1.52%84,836CommonSOLE
824348106SHWSherwin-Williams Co$30.7M1.47%87,942CommonSOLE
311900104FASTFastenal Company$29.7M1.42%382,753CommonSOLE
22052L104CTVACorteva Inc$29.0M1.39%460,269CommonSOLE
78409v104S&P Global, Inc.$28.4M1.36%55,954CommonSOLE
461202103INTUIntuit$28.1M1.35%45,770CommonSOLE
620076307MSIMotorola Solutions, Inc.$27.9M1.34%63,663CommonSOLE
075887109BDXBecton Dickinson and Co$27.8M1.34%121,508CommonSOLE
G1151C101ACNAccenture PLC Cl A$27.6M1.33%88,479CommonSOLE
46625H100JPMJ P Morgan Chase & Co$26.8M1.29%109,185CommonSOLE
172908105CTASCintas Corp$26.0M1.25%126,732CommonSOLE
882508104TXNTexas Instruments Incorporated$26.0M1.25%144,677CommonSOLE
030420103AWKAmerican Water Works Co$25.9M1.24%175,674CommonSOLE
631103108NDAQNasdaq, Inc.$24.9M1.20%328,867CommonSOLE
11133T103BRBroadridge Financial Solutions$24.9M1.20%102,720CommonSOLE
032095101APHAmphenol Corp Cl A$24.7M1.18%376,279CommonSOLE
G8473T100STESteris plc$24.0M1.15%105,696CommonSOLE
98978V103ZTSZoetis, Inc Class A$20.3M0.97%123,285CommonSOLE
58933Y105MRKMerck & Co Inc$20.0M0.96%223,270CommonSOLE
26875P101EOGEOG Resources Inc$20.0M0.96%155,838CommonSOLE
609207105MDLZMondelez International Inc A$20.0M0.96%294,089CommonSOLE
29444U700EQIXEquinix Inc$19.6M0.94%24,009CommonSOLE
426281101JKHYJack Henry & Assoc Inc Com$19.4M0.93%106,212CommonSOLE
478160104JNJJohnson & Johnson$17.9M0.86%107,829CommonSOLE
65339F101NEENextEra Energy Inc$16.5M0.79%233,025CommonSOLE
73278L105POOLPool Corporation$16.2M0.78%50,849CommonSOLE
03990B101ARESAres Management Corporation$16.1M0.77%110,035CommonSOLE
759509102RSReliance Steel & Aluminum Co$15.6M0.75%54,056CommonSOLE
369550108GDGeneral Dynamics Corp$15.1M0.72%55,360CommonSOLE
G5494J103Linde PLC$14.1M0.68%30,340CommonSOLE
149123101CATCaterpillar Inc$13.0M0.62%39,398CommonSOLE
459200101IBMInternational Business Machine$12.6M0.60%50,606CommonSOLE
713448108PEPPepsiCo Inc$11.4M0.55%76,042CommonSOLE
749685103RPMRPM Intl Inc$11.1M0.53%95,533CommonSOLE
166764100CVXChevron Corp$10.9M0.52%64,931CommonSOLE
911312106UPSUnited Parcel Service Inc Cl B$10.6M0.51%96,402CommonSOLE
75513E101RTXRaytheon Technologies Com$9.6M0.46%72,127CommonSOLE
682680103OKEONEOK, Inc.$9.2M0.44%93,160CommonSOLE
907818108UNPUnion Pacific Corp$9.1M0.44%38,477CommonSOLE
375558103GILDGilead Sciences Incorporated$8.6M0.41%76,495CommonSOLE
009158106APDAir Products & Chemicals, Inc$7.2M0.35%24,507CommonSOLE
191216100KOCoca Cola Co$7.1M0.34%98,690CommonSOLE
66987V109NVSNovartis AG ADR$6.9M0.33%62,173CommonSOLE
427866108HSYHershey Company$5.5M0.26%32,234CommonSOLE
G5960L103MDTMedtronic PLC$5.3M0.25%58,850CommonSOLE
855244109SBUXStarbucks Corporation$5.2M0.25%53,164CommonSOLE
02079K305GOOGLAlphabet Inc CL A$4.8M0.23%31,123CommonSOLE
92826C839VVisa Inc Cl A$4.7M0.22%13,345CommonSOLE
756109104ORealty Income Corporation$4.6M0.22%79,896CommonSOLE
09247X101BLKCHFBlackRock, Inc.$4.6M0.22%4,813CommonSOLE
494368103KMBKimberly-Clark Corp$4.4M0.21%31,208CommonSOLE
532457108LLYEli Lilly & Co$4.2M0.20%5,122CommonSOLE
023135106AMZNAmazon.com$4.1M0.20%21,687CommonSOLE
14448C104CARRCarrier Global Corp Com$4.0M0.19%63,274CommonSOLE
67066G104NVDANvidia Corp$3.9M0.19%35,574CommonSOLE
842587107SOSouthern Co$3.5M0.17%38,035CommonSOLE
244199105DEDeere & Co$3.2M0.15%6,836CommonSOLE
78464A854SPYMSpdr Ser Tr Portfolio S&P500$2.4M0.12%37,029CommonSOLE
46138G870VRPInvesco Variable Rate Pref Por$2.0M0.10%81,829CommonSOLE
09260D107BXBlackstone Group Inc$2.0M0.10%14,174CommonSOLE
74255Y888PREFPrincpal Spectrum Preferred Se$1.9M0.09%104,148CommonSOLE
56035L104MAINMain Street Capital Corp$1.9M0.09%34,204CommonSOLE
92206c870Vanguard Interm. Term Corp. Bo$1.9M0.09%22,632CommonSOLE
68902V107OTISOtis Worldwide Corp Com$1.8M0.09%17,596CommonSOLE
743315103PGRProgressive Corp Ohio Com$1.7M0.08%6,005CommonSOLE
278865100ECLEcolab Inc$1.7M0.08%6,697CommonSOLE
90353T100UBERUber Technologies Inc$1.6M0.08%22,273CommonSOLE
78462f103S & P Depository Receipts SPDR$1.5M0.07%2,671CommonSOLE
438516106HONHoneywell Intl Inc$1.5M0.07%7,022CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$1.5M0.07%3,123CommonSOLE
464287226AGGIShares Barclays Aggregate Bon$1.5M0.07%14,691CommonSOLE
02079K107GOOGAlphabet Inc CL C NON Voting$1.4M0.07%9,247CommonSOLE
83012A109TSLXSixth Street Specialty Lending$1.4M0.07%63,405CommonSOLE
81369Y852XLCCommunication Services Select$1.4M0.07%14,159CommonSOLE
032654105ADIAnalog Devices Inc$1.3M0.06%6,510CommonSOLE
79466L302CRMSalesforce.com Inc$1.3M0.06%4,691CommonSOLE
49714P108KNSLKinsale Cap Group Inc Com$1.2M0.06%2,550CommonSOLE
704326107PAYXPayChex Inc$1.2M0.06%7,986CommonSOLE
00162Q452AMLPAlerian MLP ETF$1.1M0.05%21,753CommonSOLE
665859104NTRSNorthern Trust$1.1M0.05%11,353CommonSOLE
291011104EMREmerson Electric Co$1.1M0.05%10,081CommonSOLE
921943858VEAVanguard FTSE Developed Mkts E$1.1M0.05%21,617CommonSOLE
969457100WMBWilliams Cos Inc$1.1M0.05%17,892CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$1.1M0.05%7,313CommonSOLE
00206R102TAT&T Inc$1.1M0.05%37,407CommonSOLE
92189F676SMHVanEck Vectors Semiconductor E$1.0M0.05%4,894CommonSOLE
92206C813VCLTVanguard Long-Term Corp Bond E$1.0M0.05%13,488CommonSOLE
G29183103ETNEaton Corp PLC$1.0M0.05%3,753CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$1.0M0.05%1,899CommonSOLE
717081103PFEPfizer$996,0000.05%39,305CommonSOLE
548661107LOWLowe's Companies, Inc.$991,4610.05%4,251CommonSOLE
921937603VBTLXVanguard Total Bond Market ETF$982,0320.05%13,370CommonSOLE
11135F101AVGOBroadcom Inc$976,7870.05%5,834CommonSOLE
902973304USBU. S. Bancorp$971,4860.05%23,010CommonSOLE
17275R102CSCOCisco Systems$951,0570.05%15,412CommonSOLE
513847103MZTILancaster Colony Corp$948,9440.05%5,423CommonSOLE
64110L106NFLXNetflix Inc Com$944,6530.05%1,013CommonSOLE
78463V107GLDSPDR Gold Trust$933,5740.04%3,240CommonSOLE
539830109LMTLockheed Martin Corp$923,0020.04%2,066CommonSOLE
464287606IJKIShares S&P Mid Cap 400/Barra$913,6750.04%10,971CommonSOLE
655844108NSCNorfolk Southern Corp$875,3080.04%3,696CommonSOLE
921937793BLVVanguard Long Term Bond ETF$866,6370.04%12,307CommonNONE
12618T105CRAICRA International, Inc$843,4840.04%4,870CommonSOLE
904767704Unilever PLC ADR Spon$822,2660.04%13,808CommonSOLE
701094104PHParker Hannifin Corp$817,5580.04%1,345CommonSOLE
464287507IJHIShares Core S&P Mid-Cap ETF$816,3540.04%13,991CommonSOLE
922908744VTVVanguard Value ETF$814,2660.04%4,714CommonSOLE
26441C204DUKDuke Energy Corp$776,2880.04%6,365CommonSOLE
98389B100XELXcel Energy Inc$773,1680.04%10,922CommonSOLE
88160R101TSLATesla Motors Inc$740,1610.04%2,856CommonSOLE
74460d109Public Storage Inc$721,6410.03%2,411CommonSOLE
37733W204GSKGsk Adr Repreenting 2 Ord Shrs$712,5060.03%18,392CommonSOLE
464287556IBBIShares NASDAQ Biotech Index F$699,7200.03%5,471CommonSOLE
922908363VOOVanguard S&P 500 ETF$672,9450.03%1,309CommonSOLE
031162100AMGNAmgen$653,9430.03%2,099CommonSOLE
81369Y886XLUUtilities Select Sector SPDR I$630,4060.03%7,995CommonSOLE
884903709Thomson Reuters$629,9560.03%3,646CommonSOLE
189054109CLXClorox Co$617,8610.03%4,196CommonSOLE
33767E202FSVFirstService Corp$613,5170.03%3,697CommonSOLE
464287168DVYIShares DJ Select Dividend Fd$609,1390.03%4,536CommonSOLE
172967424CCitigroup Inc.$603,4280.03%8,500CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$598,8180.03%418CommonSOLE
097023105BABoeing$593,2200.03%3,478CommonSOLE
12572Q105CMECME Group Inc$578,8630.03%2,182CommonSOLE
30303M102METAMeta Platforms Ord Shs Class A$572,5880.03%993CommonSOLE
780259305SHELShell plc$566,5030.03%7,731CommonSOLE
N53745100LYBLyondellBasell Industries NV$565,3120.03%8,030CommonSOLE
N07059210ASMLASML Holding NV$560,5850.03%846CommonSOLE
46434VBD1IBDQiShares iBonds Dec 2025 Term C$556,9020.03%22,143CommonSOLE
693506107PPGPPG Industries Inc$555,2790.03%5,078CommonSOLE
025537101AEPAmerican Electric Power$546,7650.03%5,004CommonSOLE
464287952IShares S&P 500 Index Fund$546,7290.03%973CommonSOLE
46435UAA9IBDSiShares iBonds Dec 2027 Term C$543,4280.03%22,474CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term C$541,0510.03%22,348CommonSOLE
776696106ROPRoper Technologies Inc$540,6450.03%917CommonSOLE
194162103CLColgate Palmolive Co$539,0140.03%5,753CommonSOLE
144285103CRSCarpenter Technology C Com$534,4810.03%2,950CommonSOLE
46435U515IBDTiShares iBonds Dec 2028 Term C$531,5780.03%21,044CommonSOLE
46436E205IBDUiShares iBonds Dec 2029 Term C$526,5380.03%22,764CommonSOLE
874039100TSMTaiwan Semiconductor Mfg Co AD$509,6200.02%3,070CommonSOLE
293792107EPDEnterprise Products Partners L$499,8310.02%14,641CommonSOLE
H01301128ALCAlcon Inc$499,2370.02%5,259CommonSOLE
007903107AMDAdvanced Micro Devices$498,5970.02%4,853CommonSOLE
81762P102NOWServiceNow Inc$472,9070.02%594CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$470,5680.02%2,279CommonSOLE
254687106DISWalt Disney Co$467,1470.02%4,733CommonSOLE
464287655IWMIShares Russell 2000 Indx Fd$464,6120.02%2,329CommonSOLE
192446102CTSHCognizant Tech Solutions Cl A$464,3550.02%6,070CommonSOLE
617700109MORNMorningstar, Inc.$463,5990.02%1,546CommonSOLE
46120E602ISRGIntuitive Surgical Inc$459,1150.02%927CommonSOLE
922908538VOTVanguard Mid-Cap Growth Index$453,5630.02%1,854CommonSOLE
45168D104IDXXIdexx Labs Inc$453,5460.02%1,080CommonNONE
025816109AXPAmerican Express Co$444,2020.02%1,651CommonSOLE
29250N105ENBEnbridge Inc.$439,9980.02%9,930CommonSOLE
464287887IJTIShares Tr S&P Smallcap 600 In$438,7760.02%4,196CommonSOLE
231021106CMICummins Inc$434,7410.02%1,387CommonSOLE
718546104PSXPhillips 66$418,8440.02%3,392CommonSOLE
337738108FISVFiserv Inc$414,9400.02%1,879CommonNONE
140501107CSWCCapital Southwest Corporation$411,2240.02%18,424CommonSOLE
718172109PMPhilip Morris International$408,7300.02%2,575CommonSOLE
46138J791BSCQInvesco BulletShares 2026 Corp$397,5670.02%20,409CommonNONE
81369Y407XLYConsumer Discretionary Sel Sec$392,7480.02%1,989CommonSOLE
921937819BIVVanguard Intermediate Term Bon$392,4980.02%5,126CommonSOLE
92345Y106VRSKVerisk Analytics Inc$390,1800.02%1,311CommonSOLE
020002101ALLAllstate Corp$383,9080.02%1,854CommonSOLE
835699307SONYSony Group Corporation Sponsor$383,6180.02%15,109CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$380,2040.02%2,298CommonSOLE
36828A101GEVGe Vernova Inc Com$359,3150.02%1,177CommonSOLE
110448107BTIBritish American Tobacco PLC A$349,4110.02%8,446CommonSOLE
87612E106TGTTarget Corporation$348,9550.02%3,344CommonSOLE
46432F842IEFAIShares Core MSCI EAFE ETF$348,8980.02%4,612CommonSOLE
759530108RELXRelx Plc - Sponsored Adr$343,7460.02%6,819CommonSOLE
89417E109TRVTravelers Cos Inc$333,9410.02%1,263CommonSOLE
808524607SCHASchwab U.S. Small-Cap ETF$332,5650.02%14,194CommonSOLE
49456B101KMIKinder Morgan Inc$329,1830.02%11,538CommonSOLE
871829107SYYSysco Corporation$327,4000.02%4,363CommonSOLE
989207105ZBRAZebra Technologies Corp. Cl A$326,3570.02%1,155CommonNONE
922908611VBRVanguard Small-Cap Value ETF$316,3200.02%1,698CommonSOLE
68389X105ORCLOracle Corp$313,7340.02%2,244CommonSOLE
636274409NGGNational Grid PLC - SPONS ADR$309,8760.01%4,723CommonSOLE
922042858VWOVanguard Emerging Markets ETF$309,7590.01%6,844CommonSOLE
80105N105SNYSanofi-Aventis ADR$300,3710.01%5,416CommonSOLE
31620M106FISFidelity National Information$298,7200.01%4,000CommonSOLE
654106103NKENike Inc, Class B$296,6280.01%4,673CommonSOLE
001055102AFLAFLAC Inc.$295,2350.01%2,655CommonSOLE
81369Y704XLIIndustrial Select Sect SPDR In$290,3200.01%2,215CommonSOLE
872540109TJXTJX Companies Inc$287,3260.01%2,359CommonSOLE
464288448IDVIShares DJ Intl Select Div$286,1280.01%9,224CommonSOLE
615369105MCOMoody's Corp$282,6740.01%607CommonSOLE
253868103DLRDigital Realty Trust Inc$282,4250.01%1,971CommonSOLE
01609W102BABAAlibaba Group Holding Ltd.$281,6500.01%2,130CommonSOLE
922908629VOVanguard Mid-Cap ETF$275,6890.01%1,066CommonSOLE
464287234EEMIShares Tr MSCI Emerging Mkts$272,3820.01%6,233CommonSOLE
36831E108GCMGGCM Grosvenor Inc$272,2200.01%20,576CommonSOLE
02209S103MOAltria Group Inc$269,7900.01%4,495CommonSOLE
92189F429PFXFVanEck Preferred Securities ex$268,1600.01%16,000CommonSOLE
922908769VTIVanguard Ttl Stk Mkt ETF$267,9690.01%975CommonSOLE
921937827BSVVanguard Short-Term Bond ETF$265,2130.01%3,388CommonSOLE
169656105CMGChipotle Mexican Grill$263,6030.01%5,250CommonSOLE
45784P101PODDInsulet Corp$262,6100.01%1,000CommonNONE
46137V621PGFInvesco Financial Pfd Portfoli$262,4240.01%18,377CommonSOLE
81369Y308XLPConsumer Staples Select Sector$255,5450.01%3,129CommonSOLE
46434G103IEMGIShares Core MSCI Emerging Mar$252,2020.01%4,673CommonSOLE
369604301GEGeneral Electric Co$251,7890.01%1,258CommonSOLE
761152107RMDResmed Inc$250,7120.01%1,120CommonNONE
071813109BAXBaxter International Inc$248,4410.01%7,258CommonSOLE
921946406VYMVanguard High Dividend Yield E$245,0240.01%1,900CommonSOLE
260557103DOWDow Chemical$241,8210.01%6,925CommonSOLE
574599106MASMasco Corp$240,0520.01%3,452CommonSOLE
09174C104BITBBitwise Bitcoin ETF$232,7480.01%5,186CommonSOLE
464287465EFAIShares MSCI EAFE Index Fd$232,2770.01%2,842CommonSOLE
00971T101AKAMAkamai Technologies Com$232,2430.01%2,885CommonSOLE
81369Y605XLFFinancial Select Sector SPDR I$232,1110.01%4,660CommonSOLE
87807B107TRPTC Energy Corp$230,6210.01%4,885CommonSOLE
110122108BMYBristol Myers Squibb Company$229,0170.01%3,755CommonSOLE
464287432TLTIShares Barclays 20plus Year Tres$227,5750.01%2,500CommonSOLE
857477103STTState Street Corp$223,8250.01%2,500CommonSOLE
422806109HEIHeico Corp$222,0350.01%831CommonSOLE
46138E651PIOInvesco Global Water Portfolio$221,1260.01%3,427CommonSOLE
235851102DHRDanaher Corp$219,5550.01%1,071CommonSOLE
922908595VBKVanguard Small Cap Growth ETF$216,7740.01%861CommonSOLE
126650100CVSCVS Health Corp$215,2420.01%3,177CommonSOLE
526057104LENLennar Corp Cl A$212,9170.01%1,855CommonSOLE
148929102CAVACava Group Inc Com$211,6180.01%2,449CommonSOLE
666807102NOCNorthrop Grumman Corp$211,0410.01%412CommonSOLE
172062101CINFCincinnati Financial Corp$207,2510.01%1,403CommonSOLE
69608A108PLTRPalantir Technologies Cl A$205,8510.01%2,439CommonSOLE
921909768VXUSVanguard Total International S$204,9300.01%3,300CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S SPONSORED$202,6180.01%1,300CommonSOLE
03027X100AMTAmerican Tower Corp$200,6270.01%922CommonSOLE
74340W103PLDPrologis Inc.$200,1040.01%1,790CommonSOLE
45408X308IGCIndia Globalization Capital In$24,0540.00%84,401CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.