MondegarAI
DEARBORN PARTNERS LLC

Q4 2025 · 13F-HR

DEARBORN PARTNERS LLCholdings as filed

Filed 2026-02-11 · accession 0001104659-26-013113

$2.00B
Reported value
264
Positions
2025-12-31
Period end
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The Brief · DEARBORN PARTNERS LLC · Q4 2025

AI · grounded in 13F

DEARBORN PARTNERS LLC significantly increased its position in VRSK by 1521.86% and CME by 712.23%. The fund also accumulated S & P Depository Receipts SPDR by 175.74%. On the sell side, the firm trimmed holdings in BDX by 96.58% and POOL by 95.05%. Total assets under management stood at $2.0B across 264 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc.$122.2M6.10%449,668CommonSOLE
594918104MSFTMicrosoft Corp$96.9M4.84%200,304CommonSOLE
580135101MCDMcDonalds Corp$50.3M2.51%164,603CommonSOLE
053015103ADPAutomatic Data Processing$47.9M2.39%186,218CommonSOLE
147528103CASYCasey's General Stores Inc$46.0M2.29%83,147CommonSOLE
032095101APHAmphenol Corp Cl A$42.0M2.10%310,502CommonSOLE
57636Q104MAMastercard Inc$39.4M1.97%69,090CommonSOLE
747525103QCOMQualcomm Inc.$39.0M1.95%227,837CommonSOLE
760759100RSGRepublic Services Inc$36.2M1.81%170,769CommonSOLE
92939U106WECWEC Energy Group Inc$35.8M1.79%339,058CommonSOLE
30231G102XOMExxon Mobil Corp$35.5M1.77%294,873CommonSOLE
452308109ITWIllinois Tool Works Inc$35.2M1.76%142,825CommonSOLE
833034101SNASnap-On$34.9M1.74%101,170CommonSOLE
363576109AJGArthur J. Gallagher & Co$34.7M1.73%133,936CommonSOLE
049560105ATOAtmos Energy Corporation$34.5M1.72%206,052CommonSOLE
00287Y109ABBVAbbVie Inc$32.4M1.62%141,951CommonSOLE
942622200WSOWatsco, Inc.$31.9M1.59%94,731CommonSOLE
931142103WMTWal-Mart Stores$31.7M1.58%284,670CommonSOLE
G1151C101ACNAccenture PLC Cl A$31.3M1.56%116,749CommonSOLE
22052L104CTVACorteva Inc$30.5M1.52%454,522CommonSOLE
631103108NDAQNasdaq, Inc.$30.2M1.51%311,111CommonSOLE
824348106SHWSherwin-Williams Co$30.1M1.51%93,021CommonSOLE
461202103INTUIntuit$30.1M1.50%45,446CommonSOLE
22160K105COSTCostco Wholesale Corp$30.1M1.50%34,863CommonSOLE
002824100ABTAbbott Labs$29.6M1.48%235,881CommonSOLE
92343V104VZVerizon Communications$29.3M1.46%719,205CommonSOLE
742718109PGProcter & Gamble Co$29.0M1.45%202,332CommonSOLE
G8473T100STESteris plc$29.0M1.45%114,224CommonSOLE
78409v104S&P Global, Inc.$28.9M1.44%55,269CommonSOLE
863667101SYKStryker Corp$28.4M1.42%80,912CommonSOLE
892356106TSCOTractor Supply Company$27.6M1.38%552,579CommonSOLE
882508104TXNTexas Instruments Incorporated$27.5M1.37%158,404CommonSOLE
46625H100JPMJ P Morgan Chase & Co$27.0M1.35%83,913CommonSOLE
579780107MKC/VMcCormick & Company Inc$26.6M1.33%390,419CommonSOLE
437076102HDHome Depot Inc$26.0M1.30%75,645CommonSOLE
12572Q105CMECME Group Inc$25.8M1.29%94,608CommonSOLE
884903709TRIThomson Reuters$25.6M1.28%194,025CommonSOLE
172908105CTASCintas Corp$25.3M1.26%134,359CommonSOLE
620076307MSIMotorola Solutions, Inc.$24.1M1.21%62,964CommonSOLE
872590104TMUST-Mobile US Inc.$24.0M1.20%118,182CommonSOLE
58933Y105MRKMerck & Co Inc$23.2M1.16%220,100CommonSOLE
311900104FASTFastenal Company$21.7M1.09%541,595CommonSOLE
11133T103BRBroadridge Financial Solutions$20.6M1.03%92,171CommonSOLE
92345Y106VRSKVerisk Analytics Inc$19.8M0.99%88,440CommonSOLE
426281101JKHYJack Henry & Assoc Inc Com$18.7M0.94%102,663CommonSOLE
030420103AWKAmerican Water Works Co$18.5M0.93%142,142CommonSOLE
65339F101NEENextEra Energy Inc$18.3M0.91%227,407CommonSOLE
03990B101ARESAres Management Corporation$17.4M0.87%107,734CommonSOLE
29444U700EQIXEquinix Inc$17.4M0.87%22,651CommonSOLE
478160104JNJJohnson & Johnson$16.7M0.84%80,928CommonSOLE
149123101CATCaterpillar Inc$16.4M0.82%28,663CommonSOLE
369550108GDGeneral Dynamics Corp$15.2M0.76%45,161CommonSOLE
02079K305GOOGLAlphabet Inc CL A$14.9M0.74%47,588CommonSOLE
459200101IBMInternational Business Machine$14.4M0.72%48,727CommonSOLE
98978V103ZTSZoetis, Inc Class A$14.1M0.70%112,174CommonSOLE
609207105MDLZMondelez International Inc A$13.7M0.69%255,022CommonSOLE
26875P101EOGEOG Resources Inc$13.4M0.67%127,514CommonSOLE
759509102RSReliance Steel & Aluminum Co$9.9M0.50%34,400CommonSOLE
749685103RPMRPM Intl Inc$9.8M0.49%94,105CommonSOLE
375558103GILDGilead Sciences Incorporated$8.9M0.44%72,570CommonSOLE
907818108UNPUnion Pacific Corp$8.6M0.43%37,107CommonSOLE
67066G104NVDANvidia Corp$7.7M0.38%41,297CommonSOLE
713448108PEPPepsiCo Inc$7.5M0.38%52,534CommonSOLE
682680103OKEONEOK, Inc.$6.6M0.33%89,770CommonSOLE
009158106APDAir Products & Chemicals, Inc$5.5M0.28%22,392CommonSOLE
75513E101RTXRaytheon Technologies Com$5.4M0.27%29,605CommonSOLE
G5960L103MDTMedtronic PLC$5.1M0.26%53,236CommonSOLE
166764100CVXChevron Corp$5.1M0.25%33,452CommonSOLE
66987V109NVSNovartis AG ADR$4.9M0.24%35,225CommonSOLE
78464A854SPYMState Street SPDR Portfolio S&$4.8M0.24%59,982CommonSOLE
023135106AMZNAmazon.com$4.8M0.24%20,634CommonSOLE
92826C839VVisa Inc Cl A$4.7M0.23%13,327CommonSOLE
532457108LLYEli Lilly & Co$4.6M0.23%4,304CommonSOLE
78462f103S & P Depository Receipts SPDR$4.5M0.22%6,557CommonSOLE
756109104ORealty Income Corporation$4.5M0.22%79,309CommonSOLE
G5494J103Linde PLC$4.4M0.22%10,352CommonSOLE
11135F101AVGOBroadcom Inc$4.3M0.22%12,466CommonSOLE
191216100KOCoca Cola Co$3.4M0.17%49,191CommonSOLE
855244109SBUXStarbucks Corporation$3.3M0.16%38,900CommonSOLE
464287226AGGIShares Barclays Aggregate Bon$3.0M0.15%29,888CommonSOLE
09247X101BLKCHFBlackRock, Inc.$2.8M0.14%2,586CommonSOLE
494368103KMBKimberly-Clark Corp$2.6M0.13%26,022CommonSOLE
02079K107GOOGAlphabet Inc CL C NON Voting$2.6M0.13%8,234CommonSOLE
244199105DEDeere & Co$2.5M0.12%5,274CommonSOLE
427866108HSYHershey Company$2.3M0.12%12,687CommonSOLE
921943858VEAVanguard FTSE Developed Mkts E$2.2M0.11%35,629CommonSOLE
14448C104CARRCarrier Global Corp Com$2.0M0.10%38,433CommonSOLE
92206C813VCLTVanguard Long-Term Corp Bond E$2.0M0.10%25,734CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$1.9M0.10%3,140CommonSOLE
617700109MORNMorningstar, Inc.$1.9M0.10%8,755CommonSOLE
92189F676SMHVanEck Vectors Semiconductor E$1.8M0.09%5,034CommonSOLE
09260D107BXBlackstone Group Inc$1.8M0.09%11,677CommonSOLE
56035L104MAINMain Street Capital Corp$1.8M0.09%29,372CommonSOLE
46138G870VRPInvesco Variable Rate Pref Por$1.7M0.09%71,369CommonSOLE
921937603VBTLXVanguard Total Bond Market ETF$1.7M0.09%23,152CommonSOLE
74255Y888PREFPrincpal Spectrum Preferred Se$1.7M0.08%87,611CommonSOLE
81369Y852XLCCommunication Services Select$1.6M0.08%13,939CommonSOLE
032654105ADIAnalog Devices Inc$1.6M0.08%6,019CommonSOLE
842587107SOSouthern Co$1.5M0.07%16,962CommonSOLE
278865100ECLEcolab Inc$1.5M0.07%5,628CommonSOLE
743315103PGRProgressive Corp Ohio Com$1.4M0.07%6,260CommonSOLE
438516106HONHoneywell Intl Inc$1.4M0.07%7,085CommonSOLE
78463V107GLDSPDR Gold Trust$1.4M0.07%3,440CommonSOLE
665859104NTRSNorthern Trust$1.3M0.06%9,488CommonSOLE
464287507IJHIShares Core S&P Mid-Cap ETF$1.3M0.06%19,476CommonSOLE
92206c870Vanguard Interm. Term Corp. Bo$1.3M0.06%15,217CommonSOLE
291011104EMREmerson Electric Co$1.3M0.06%9,529CommonSOLE
74348A467NOBLProshares Tr S&P 500 Dv Arist$1.2M0.06%11,889CommonSOLE
83012A109TSLXSixth Street Specialty Lending$1.2M0.06%56,429CommonSOLE
548661107LOWLowe's Companies, Inc.$1.2M0.06%5,011CommonSOLE
88160R101TSLATesla Motors Inc$1.2M0.06%2,670CommonSOLE
717081103PFEPfizer$1.2M0.06%47,660CommonSOLE
79466L302CRMSalesforce.com Inc$1.2M0.06%4,471CommonSOLE
902973304USBU. S. Bancorp$1.2M0.06%21,860CommonSOLE
17275R102CSCOCisco Systems$1.2M0.06%15,075CommonSOLE
701094104PHParker Hannifin Corp$1.2M0.06%1,319CommonSOLE
90353T100UBERUber Technologies Inc$1.1M0.06%14,004CommonSOLE
969457100WMBWilliams Cos Inc$1.1M0.06%18,814CommonSOLE
144285103CRSCarpenter Technology C Com$1.1M0.06%3,550CommonSOLE
007903107AMDAdvanced Micro Devices$1.1M0.05%5,000CommonSOLE
37733W204GSKGsk Adr Repreenting 2 Ord Shrs$1.0M0.05%21,392CommonSOLE
464287606IJKIShares S&P Mid Cap 400/Barra$1.0M0.05%10,505CommonSOLE
704326107PAYXPayChex Inc$1.0M0.05%8,979CommonSOLE
172967424CCitigroup Inc.$993,7320.05%8,516CommonSOLE
655844108NSCNorfolk Southern Corp$947,4690.05%3,282CommonSOLE
64110L106NFLXNetflix Inc Com$946,0380.05%10,090CommonSOLE
808524607SCHASchwab U.S. Small-Cap ETF$918,0530.05%32,235CommonSOLE
G29183103ETNEaton Corp PLC$915,3980.05%2,874CommonSOLE
464287556IBBIShares NASDAQ Biotech Index F$904,8270.05%5,361CommonSOLE
922908744VTVVanguard Value ETF$903,1580.05%4,729CommonSOLE
539830109LMTLockheed Martin Corp$900,7010.04%1,862CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$897,2300.04%1,785CommonSOLE
00162Q452AMLPAlerian MLP ETF$891,0290.04%18,950CommonSOLE
615369105MCOMoody's Corp$873,5570.04%1,710CommonSOLE
031162100AMGNAmgen$852,0250.04%2,603CommonSOLE
30303M102METAMeta Platforms Ord Shs Class A$823,5810.04%1,248CommonSOLE
98389B100XELXcel Energy Inc$813,4940.04%11,014CommonSOLE
904767803ULUnilever PLC$811,1560.04%12,403CommonSOLE
36828A101GEVGe Vernova Inc Com$779,7090.04%1,193CommonSOLE
874039100TSMTaiwan Semiconductor Mfg Co AD$763,0680.04%2,511CommonSOLE
464287655IWMIShares Russell 2000 Indx Fd$757,9270.04%3,079CommonSOLE
38141G104GSGoldman Sachs Group$753,3030.04%857CommonSOLE
46434G103IEMGIShares Core MSCI Emerging Mar$748,6290.04%11,137CommonSOLE
26441C204DUKDuke Energy Corp$741,7070.04%6,328CommonSOLE
922908363VOOVanguard S&P 500 ETF$735,6380.04%1,173CommonSOLE
N07059210ASMLASML Holding NV$725,3650.04%678CommonSOLE
49714P108KNSLKinsale Cap Group Inc Com$706,7540.04%1,807CommonSOLE
464287952IShares S&P 500 Index Fund$698,6390.03%1,020CommonSOLE
12618T105CRAICRA International, Inc$689,3870.03%3,435CommonSOLE
46641Q134JIREJPM Exchange TR Intrnl Res Eqt$688,5220.03%9,195CommonSOLE
192446102CTSHCognizant Tech Solutions Cl A$684,9990.03%8,253CommonSOLE
464288448IDVIShares DJ Intl Select Div$676,7250.03%17,154CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR$675,3920.03%4,363CommonSOLE
464287168DVYIShares DJ Select Dividend Fd$671,9680.03%4,761CommonSOLE
231021106CMICummins Inc$669,7100.03%1,312CommonSOLE
81369Y803XLKTechnology Select Sector SPDR$657,6550.03%4,568CommonSOLE
81369Y886XLUUtilities Select Sector SPDR I$657,4260.03%15,400CommonSOLE
67103H107ORLYO'Reilly Automotive Inc$656,4380.03%7,197CommonSOLE
00206R102TAT&T Inc$646,7900.03%26,038CommonSOLE
718546104PSXPhillips 66$628,7150.03%4,872CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term C$612,9150.03%25,296CommonSOLE
46436E726IBDViShares iBonds Dec 2030 Term C$609,0000.03%27,594CommonSOLE
46435UAA9IBDSiShares iBonds Dec 2027 Term C$608,7180.03%25,071CommonSOLE
46435U515IBDTiShares iBonds Dec 2028 Term C$607,7310.03%23,875CommonSOLE
46436E205IBDUiShares iBonds Dec 2029 Term C$605,3190.03%25,863CommonSOLE
33767E202FSVFirstService Corp$591,3250.03%3,802CommonSOLE
69608A108PLTRPalantir Technologies Cl A$585,6860.03%3,295CommonSOLE
097023105BABoeing$581,7250.03%2,679CommonSOLE
023608102AEEAmeren Corp$572,7970.03%5,736CommonSOLE
81762P102NOWServiceNow Inc$569,4070.03%3,717CommonSOLE
780259305SHELShell plc$565,3270.03%7,694CommonSOLE
73278L105POOLPool Corporation$554,0330.03%2,422CommonSOLE
025537101AEPAmerican Electric Power$547,5100.03%4,748CommonSOLE
46432F842IEFAIShares Core MSCI EAFE ETF$528,8880.03%5,912CommonSOLE
464288513HYGIShares High Yield Corp Bond E$521,9850.03%12,176CommonSOLE
464288588MBBIShares Barclays MBS Bond Fd E$520,1870.03%5,463CommonNONE
513847103MZTIThe Marzetti Company$517,0030.03%3,144CommonSOLE
68902V107OTISOtis Worldwide Corp Com$512,3080.03%5,865CommonSOLE
37954Y376PFFVGlobal X Variable Rate Preferr$508,9050.03%22,903CommonNONE
776696106ROPRoper Technologies Inc$505,2230.03%1,135CommonSOLE
81369Y407XLYConsumer Discretionary Sel Sec$501,2830.03%4,198CommonSOLE
922042858VWOVanguard Emerging Markets ETF$484,4310.02%9,011CommonSOLE
H01301128ALCAlcon Inc$482,4750.02%6,122CommonSOLE
922908538VOTVanguard Mid-Cap Growth Index$480,4000.02%1,721CommonSOLE
693506107PPGPPG Industries Inc$477,2590.02%4,658CommonSOLE
29250N105ENBEnbridge Inc.$474,9520.02%9,930CommonSOLE
464286509EWCIShares MSCI Canada Index Fund$469,1910.02%8,700CommonSOLE
260557103DOWDow Chemical$465,8470.02%19,925CommonSOLE
293792107EPDEnterprise Products Partners L$456,5550.02%14,241CommonSOLE
194162103CLColgate Palmolive Co$456,3510.02%5,775CommonSOLE
H1467J104CBChubb Ltd$455,4990.02%1,459CommonSOLE
036752103ELVElevance Health Inc$449,1430.02%1,281CommonSOLE
68389X105ORCLOracle Corp$444,7990.02%2,282CommonSOLE
140501107CSWCCapital Southwest Corporation$442,9890.02%19,999CommonSOLE
921937819BIVVanguard Intermediate Term Bon$433,2460.02%5,563CommonSOLE
958102105WDCWestern Digital Corp Com$432,0530.02%2,508CommonSOLE
369604301GEGeneral Electric Co$409,6800.02%1,330CommonSOLE
110448107BTIBritish American Tobacco PLC A$407,2110.02%7,192CommonSOLE
075887109BDXBecton Dickinson and Co$406,3830.02%2,094CommonSOLE
46120E602ISRGIntuitive Surgical Inc$403,8150.02%713CommonSOLE
718172109PMPhilip Morris International$401,0000.02%2,500CommonSOLE
464287887IJTIShares Tr S&P Smallcap 600 In$396,1130.02%3,296CommonSOLE
74460D109PSAPublic Storage Inc$394,4400.02%1,520CommonSOLE
020002101ALLAllstate Corp$387,9920.02%1,864CommonSOLE
922908736VUGVanguard Growth ETF$381,9940.02%783CommonSOLE
189054109CLXClorox Co$369,9450.02%3,669CommonSOLE
89417E109TRVTravelers Cos Inc$366,3900.02%1,263CommonSOLE
81369Y704XLIIndustrial Select Sect SPDR In$362,2050.02%2,335CommonSOLE
09174C104BITBBitwise Bitcoin ETF$360,8380.02%7,587CommonSOLE
651639101Newmont Mining Corporation$355,9650.02%3,565CommonSOLE
835699307SONYSony Group Corporation Sponsor$352,7420.02%13,779CommonSOLE
679580100ODFLOld Dominion Freight Line Inc$350,2910.02%2,234CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR$346,3640.02%8,584CommonSOLE
921946406VYMVanguard High Dividend Yield E$344,4480.02%2,400CommonSOLE
464287234EEMIShares Tr MSCI Emerging Mkts$341,0070.02%6,233CommonSOLE
N53745100LYBLyondellBasell Industries NV$336,8740.02%7,780CommonSOLE
857477103STTState Street Corp$322,5250.02%2,500CommonSOLE
025816109AXPAmerican Express Co$321,1170.02%868CommonSOLE
922908611VBRVanguard Small-Cap Value ETF$317,8970.02%1,501CommonSOLE
922908629VOVanguard Mid-Cap ETF$313,7280.02%1,081CommonSOLE
001055102AFLAFLAC Inc.$313,5550.02%2,844CommonSOLE
921909768VXUSVanguard Total International S$313,0760.02%4,150CommonSOLE
46438G372IBCAiShares iBonds Dec 2035 Term T$309,7860.02%12,158CommonNONE
384802104GWWW.W. Grainger Inc.$307,7600.02%305CommonSOLE
11285B108BEPCBrookfield Renewable Corp$304,8030.02%7,950CommonSOLE
253868103DLRDigital Realty Trust Inc$303,6960.02%1,963CommonSOLE
87612E106TGTTarget Corporation$297,9850.01%3,048CommonSOLE
759530108RELXRelx Plc - Sponsored Adr$286,7390.01%7,094CommonSOLE
609839105MPWRMonolithic Pwr Sys Inc Com$285,5030.01%315CommonSOLE
254687106DISWalt Disney Co$282,7180.01%2,485CommonSOLE
92189F951VanEck Preferred Securities ex$282,5600.01%16,000CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd.$280,3150.01%1,005CommonSOLE
80105N105SNYSanofi-Aventis ADR$277,6270.01%5,729CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S SPONSORED$277,2120.01%1,300CommonSOLE
464288414MUBIShares S&P Natl Muni Bond Fun$276,4510.01%2,581CommonSOLE
82509L107SHOPShopify Inc$274,6150.01%1,706CommonSOLE
81369Y605XLFFinancial Select Sector SPDR I$271,6550.01%4,960CommonSOLE
87807B107TRPTC Energy Corp$268,7240.01%4,885CommonSOLE
921937827BSVVanguard Short-Term Bond ETF$267,0080.01%3,388CommonSOLE
871829107SYYSysco Corporation$262,5570.01%3,563CommonSOLE
922908769VTIVanguard Ttl Stk Mkt ETF$261,1750.01%779CommonSOLE
808524300SCHGSchwab U.S. Large-Cap Growth E$260,9600.01%8,000CommonSOLE
84858T772EUADSPINNAKER ETF SERIES SELECT ST$259,1000.01%6,150CommonSOLE
02209S103MOAltria Group Inc$258,3170.01%4,480CommonSOLE
74340W103PLDPrologis Inc.$251,3630.01%1,969CommonSOLE
666807102NOCNorthrop Grumman Corp$242,5150.01%425CommonSOLE
46137V621PGFInvesco Financial Pfd Portfoli$242,4590.01%17,147CommonSOLE
770700102HOODrobinhood mkts inc com cl a$241,1300.01%2,132CommonSOLE
46138E651PIOInvesco Global Water Portfolio$235,8720.01%3,350CommonSOLE
36831E108GCMGGCM Grosvenor Inc$228,0980.01%20,150CommonSOLE
903731107ULSUL Solutions Inc.$226,0920.01%2,867CommonSOLE
81369Y308XLPConsumer Staples Select Sector$220,5340.01%2,839CommonSOLE
464287432TLTIShares Barclays 20plus Year Tres$217,9000.01%2,500CommonSOLE
09631H100BHMBluerock Private Real Estate F$210,7950.01%14,053CommonSOLE
46436E130IBDYiShares iBonds Dec 2033 Term C$206,0620.01%7,883CommonSOLE
46438G646IBTPiShares iBonds Dec 2034 Term C$205,7120.01%7,801CommonSOLE
46436E312IBDXiShares iBonds Dec 2032 Term C$205,6440.01%8,055CommonSOLE
46436E486IBDWiShares iBonds Dec 2031 Term C$205,6410.01%9,723CommonSOLE
110122108BMYBristol Myers Squibb Company$202,5450.01%3,755CommonSOLE
464286707EWQISHARES INC MSCI FRANCE ETF$202,4550.01%4,500CommonSOLE
336433107FSLRFirst Solar Inc$202,4530.01%775CommonSOLE
880770102TERTeradyne Inc$200,3340.01%1,035CommonSOLE
45826J105NTLAIntellia Therapeutics Com$156,9120.01%17,454CommonSOLE
45408X308IGCIndia Globalization Capital In$23,7500.00%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.