Sign in

Dearborn Partners LLC

CIK:0001206792
Asset Manager
$3B AUM
256 holdings
Chicago, IL, United States
Founded:1997
23 employees
Latest filing:Jun 30, 2025

Dearborn Partners LLC is an independent, privately held investment management firm headquartered in Chicago, Illinois. Founded in 1997, the firm manages assets for financial advisors, private clients, and institutions, delivering tailored investment advisory services including financial planning and asset management. The firm employs 23 professionals and serves both institutional and individual client needs, with decades of investment management experience through various market cycles.

Investment Strategy

Dearborn Partners employs a diversified investment approach with a focus on rising dividend companies for defensive ballast and wealth-building. Their strategies include the Rising Dividend Portfolio, aiming for a higher average yield than the S&P 500 and annual dividend growth, and small-cap value portfolios, utilizing disciplined, bottom-up fundamental research to find companies trading at significant discounts to intrinsic value. The firm seeks current income, income growth, and long-term capital appreciation, emphasizing companies likely to raise dividends and a mix of diversification and risk management across market sectors.

Top Buys
M
MSFTMicrosoft Corp
+$20.7M
I
INTUIntuit
+$11.4M
C
CASYCasey's General Stores Inc
+$8.6M
T
TXNTexas Instruments Incorporated
+$8.5M
A
APHAmphenol Corp Cl A
+$8.1M
Top Sells
A
AAPLApple Inc.
-$14.9M
B
BDXBecton Dickinson and Co
-$12.5M
U
UPSUnited Parcel Service Inc Cl B
-$10.6M
A
ADPAutomatic Data Processing
-$9.0M
I
ITWIllinois Tool Works Inc
-$6.7M

Top Holdings

A
AAPLApple Inc.
+4.6%$96.2M
M
MSFTMicrosoft Corp
+4.4%$93.6M
A
ADPAutomatic Data Processing
+2.8%$60.2M
M
MCDMcDonalds Corp
+2.3%$49.6M
R
RSGRepublic Services Inc
+2.1%$44.3M

Equity Positions (248)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
Apple Inc.4.55%$96.2M468,754$32.46$205.17-$14.9M
M
MSFT
Microsoft Corp4.43%$93.6M188,211$160.29$497.41+$20.7M
A
ADP
Automatic Data Processing2.85%$60.2M195,122$93.76$308.40-$9.0M
M
MCD
McDonalds Corp2.35%$49.6M169,682$126.05$292.17-$2.9M
R
RSG
Republic Services Inc2.10%$44.3M179,819$47.98$246.61+$654.2K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+6.4%
PHARMACEUTICAL PREPARATIONS
+6.0%
SERVICES-BUSINESS SERVICES, NEC
+5.0%
RETAIL-BUILDING MATERIALS, HARDWARE, GARDEN SUPPLY
+4.8%
ELECTRONIC COMPUTERS
+4.6%