Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DEARBORN PARTNERS LLC

Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001104659-26-013113

Total Value
$2.00B
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc.AAPL449,668$122.2M6.10%
2Microsoft CorpMSFT200,304$96.9M4.84%
3McDonalds CorpMCD164,603$50.3M2.51%
4Automatic Data ProcessingADP186,218$47.9M2.39%
5Casey's General Stores Inc14752810383,147$46.0M2.29%
6Amphenol Corp Cl A032095101310,502$42.0M2.10%
7Mastercard IncMA69,090$39.4M1.97%
8Qualcomm Inc.QCOM227,837$39.0M1.95%
9Republic Services Inc760759100170,671$36.2M1.81%
10WEC Energy Group IncWEC339,058$35.8M1.79%
11Exxon Mobil CorpXOM294,873$35.5M1.77%
12Illinois Tool Works Inc452308109142,825$35.2M1.76%
13Snap-OnSNA101,170$34.9M1.74%
14Arthur J. Gallagher & Co363576109133,936$34.7M1.73%
15Atmos Energy CorporationATO206,052$34.5M1.72%
16AbbVie IncABBV141,951$32.4M1.62%
17Watsco, Inc.WSO-B94,731$31.9M1.59%
18Wal-Mart StoresWMT284,670$31.7M1.58%
19Accenture PLC Cl AACN116,749$31.3M1.56%
20Corteva IncCTVA454,522$30.5M1.52%
21Nasdaq, Inc.NDAQ311,111$30.2M1.51%
22Sherwin-Williams CoSHW93,021$30.1M1.51%
23IntuitINTU45,446$30.1M1.50%
24Costco Wholesale Corp22160K10534,863$30.1M1.50%
25Abbott LabsABLZF235,881$29.6M1.48%
26Verizon CommunicationsVZ719,205$29.3M1.46%
27Procter & Gamble Co742718109202,332$29.0M1.45%
28Steris plcSTE114,224$29.0M1.45%
29S&P Global, Inc.SPGI55,269$28.9M1.44%
30Stryker CorpSYK80,912$28.4M1.42%
31Tractor Supply CompanyTSCO552,579$27.6M1.38%
32Texas Instruments Incorporated882508104158,404$27.5M1.37%
33J P Morgan Chase & CoVYLD83,913$27.0M1.35%
34McCormick & Company IncMKC-V390,419$26.6M1.33%
35Home Depot IncHD75,645$26.0M1.30%
36CME Group IncCME94,608$25.8M1.29%
37Thomson ReutersTMSOF194,025$25.6M1.28%
38Cintas CorpCTAS134,359$25.3M1.26%
39Motorola Solutions, Inc.MSI62,964$24.1M1.21%
40T-Mobile US Inc.TMUSZ118,182$24.0M1.20%
41Merck & Co IncMRK220,100$23.2M1.16%
42Fastenal CompanyFAST541,595$21.7M1.09%
43Broadridge Financial Solutions11133T10392,171$20.6M1.03%
44Verisk Analytics IncVRSK88,440$19.8M0.99%
45Jack Henry & Assoc Inc Com426281101102,663$18.7M0.94%
46American Water Works Co030420103142,142$18.5M0.93%
47NextEra Energy IncNEE-PW227,407$18.3M0.91%
48Ares Management CorporationARES-PB107,734$17.4M0.87%
49Equinix IncEQIX22,651$17.4M0.87%
50Johnson & JohnsonJNJ80,753$16.7M0.83%
51Caterpillar IncCAT28,663$16.4M0.82%
52General Dynamics CorpGD45,161$15.2M0.76%
53Alphabet Inc CL AGOOG47,588$14.9M0.74%
54International Business MachineINTR48,727$14.4M0.72%
55Zoetis, Inc Class AZTS112,174$14.1M0.70%
56Mondelez International Inc A609207105255,022$13.7M0.69%
57EOG Resources IncEOG127,514$13.4M0.67%
58Reliance Steel & Aluminum CoRS34,400$9.9M0.50%
59RPM Intl Inc74968510394,105$9.8M0.49%
60Gilead Sciences IncorporatedGILD72,570$8.9M0.44%
61Union Pacific CorpUNP37,107$8.6M0.43%
62Nvidia CorpNVDA41,297$7.7M0.38%
63PepsiCo IncPEP52,534$7.5M0.38%
64ONEOK, Inc.OKE89,770$6.6M0.33%
65Air Products & Chemicals, IncAIIR22,392$5.5M0.28%
66Raytheon Technologies ComRTX29,605$5.4M0.27%
67Medtronic PLCMDT53,236$5.1M0.26%
68Chevron CorpCVX33,452$5.1M0.25%
69State Street SPDR Portfolio S&78464A85459,982$4.8M0.24%
70Amazon.comAMZN20,634$4.8M0.24%
71Visa Inc Cl AV13,327$4.7M0.23%
72Eli Lilly & CoLLY4,304$4.6M0.23%
73S & P Depository Receipts SPDRSPY6,557$4.5M0.22%
74Realty Income CorporationO79,309$4.5M0.22%
75Novartis AG ADRNVSEF32,381$4.5M0.22%
76Linde PLCLIN10,352$4.4M0.22%
77Broadcom IncAVGO12,466$4.3M0.22%
78Coca Cola CoKO49,191$3.4M0.17%
79Starbucks CorporationSBUX38,900$3.3M0.16%
80IShares Barclays Aggregate Bon46428722629,888$3.0M0.15%
81BlackRock, Inc.BLK2,586$2.8M0.14%
82Kimberly-Clark CorpKMB25,982$2.6M0.13%
83Alphabet Inc CL C NON VotingGOOG8,234$2.6M0.13%
84Deere & CoDE5,274$2.5M0.12%
85Hershey CompanyHSY12,687$2.3M0.12%
86Vanguard FTSE Developed Mkts E92194385835,629$2.2M0.11%
87Carrier Global Corp ComCARR38,433$2.0M0.10%
88Vanguard Long-Term Corp Bond E92206C81325,734$2.0M0.10%
89Invesco QQQ Trust Series 1IVZ3,140$1.9M0.10%
90Morningstar, Inc.MORN8,755$1.9M0.10%
91VanEck Vectors Semiconductor E92189F6765,034$1.8M0.09%
92Blackstone Group IncBX11,677$1.8M0.09%
93Main Street Capital Corp56035L10429,372$1.8M0.09%
94Invesco Variable Rate Pref PorIVZ71,369$1.7M0.09%
95Vanguard Total Bond Market ETF92193760323,152$1.7M0.09%
96Princpal Spectrum Preferred Se74255Y88887,611$1.7M0.08%
97Communication Services Select81369Y85213,939$1.6M0.08%
98Analog Devices IncADI6,019$1.6M0.08%
99Southern CoSOMN16,962$1.5M0.07%
100Ecolab IncECL5,628$1.5M0.07%
101Progressive Corp Ohio Com7433151036,260$1.4M0.07%
102Honeywell Intl Inc4385161067,085$1.4M0.07%
103SPDR Gold TrustGLD3,440$1.4M0.07%
104Northern TrustNTRSO9,488$1.3M0.06%
105IShares Core S&P Mid-Cap ETF46428750719,476$1.3M0.06%
106Vanguard Interm. Term Corp. Bo92206c87015,217$1.3M0.06%
107Emerson Electric CoEMR9,529$1.3M0.06%
108Proshares Tr S&P 500 Dv Arist74348A46711,889$1.2M0.06%
109Sixth Street Specialty LendingTSLX56,429$1.2M0.06%
110PfizerPFE47,660$1.2M0.06%
111Salesforce.com IncCRM4,471$1.2M0.06%
112Cisco SystemsCSCO15,075$1.2M0.06%
113Parker Hannifin CorpPH1,319$1.2M0.06%
114U. S. BancorpUSB-PS21,560$1.2M0.06%
115Uber Technologies IncUBER14,004$1.1M0.06%
116Williams Cos Inc96945710018,814$1.1M0.06%
117Carpenter Technology C ComCRS3,550$1.1M0.06%
118Lowe's Companies, Inc.5486611074,586$1.1M0.06%
119Advanced Micro DevicesAMD5,000$1.1M0.05%
120Gsk Adr Repreenting 2 Ord ShrsGLAXF21,392$1.0M0.05%
121IShares S&P Mid Cap 400/Barra46428760610,505$1.0M0.05%
122PayChex IncPAYX8,979$1.0M0.05%
123Citigroup Inc.C-PR8,516$993,7320.05%
124Tesla Motors IncTSLA2,110$948,9090.05%
125Norfolk Southern Corp6558441083,282$947,4690.05%
126Netflix Inc ComNFLX10,090$946,0380.05%
127Schwab U.S. Small-Cap ETF80852460732,235$918,0530.05%
128Eaton Corp PLCETN2,874$915,3980.05%
129IShares NASDAQ Biotech Index F4642875565,361$904,8270.05%
130Vanguard Value ETF9229087444,729$903,1580.05%
131Lockheed Martin CorpLMT1,862$900,7010.04%
132Berkshire Hathaway Cl BBRK-A1,785$897,2300.04%
133Alerian MLP ETF00162Q45218,950$891,0290.04%
134Moody's CorpMCO1,710$873,5570.04%
135AmgenAMGN2,603$852,0250.04%
136Meta Platforms Ord Shs Class AMETA1,248$823,5810.04%
137Xcel Energy IncXELLL11,014$813,4940.04%
138Ge Vernova Inc ComGEV1,193$779,7090.04%
139IShares Russell 2000 Indx Fd4642876553,079$757,9270.04%
140Goldman Sachs GroupGSCE857$753,3030.04%
141IShares Core MSCI Emerging Mar46434G10311,137$748,6290.04%
142Duke Energy CorpDUKB6,328$741,7070.04%
143Vanguard S&P 500 ETF9229083631,173$735,6380.04%
144ASML Holding NVASMLF678$725,3650.04%
145Kinsale Cap Group Inc Com49714P1081,807$706,7540.04%
146IShares S&P 500 Index Fund4642879521,020$698,6390.03%
147CRA International, Inc12618T1053,435$689,3870.03%
148JPM Exchange TR Intrnl Res Eqt46641Q1349,195$688,5220.03%
149Cognizant Tech Solutions Cl ACTSH8,253$684,9990.03%
150IShares DJ Intl Select Div46428844817,154$676,7250.03%
151Health Care Select Sector SPDR81369Y2094,363$675,3920.03%
152IShares DJ Select Dividend Fd4642871684,761$671,9680.03%
153Cummins IncCMI1,312$669,7100.03%
154Technology Select Sector SPDR81369Y8034,568$657,6550.03%
155Utilities Select Sector SPDR I81369Y88615,400$657,4260.03%
156O'Reilly Automotive Inc67103H1077,197$656,4380.03%
157AT&T IncT-PC26,038$646,7900.03%
158Phillips 66PSX4,809$620,5850.03%
159iShares iBonds Dec 2026 Term C46435GAA025,296$612,9150.03%
160iShares iBonds Dec 2030 Term C46436E72627,594$609,0000.03%
161iShares iBonds Dec 2027 Term C46435UAA925,071$608,7180.03%
162iShares iBonds Dec 2028 Term C46435U51523,875$607,7310.03%
163iShares iBonds Dec 2029 Term C46436E20525,863$605,3190.03%
164FirstService CorpFSV3,802$591,3250.03%
165BoeingBA-PA2,679$581,7250.03%
166Ameren CorpAEE5,736$572,7970.03%
167ServiceNow IncNOW3,717$569,4070.03%
168Pool CorporationPOOL2,422$554,0330.03%
169American Electric Power0255371014,748$547,5100.03%
170IShares Core MSCI EAFE ETF46432F8425,912$528,8880.03%
171IShares High Yield Corp Bond E46428851312,176$521,9850.03%
172IShares Barclays MBS Bond Fd E4642885885,463$520,1870.03%
173The Marzetti CompanyMZTI3,144$517,0030.03%
174Otis Worldwide Corp ComOTIS5,865$512,3080.03%
175Global X Variable Rate Preferr37954Y37622,903$508,9050.03%
176Roper Technologies IncROP1,135$505,2230.03%
177Consumer Discretionary Sel Sec81369Y4074,198$501,2830.03%
178Unilever PLCUNLYF7,657$500,7680.03%
179Vanguard Emerging Markets ETF9220428589,011$484,4310.02%
180Alcon IncALC6,122$482,4750.02%
181Vanguard Mid-Cap Growth Index9229085381,721$480,4000.02%
182PPG Industries Inc6935061074,658$477,2590.02%
183Enbridge Inc.ENNPF9,930$474,9520.02%
184IShares MSCI Canada Index Fund4642865098,700$469,1910.02%
185Dow ChemicalDOW19,925$465,8470.02%
186Enterprise Products Partners L29379210714,241$456,5550.02%
187Colgate Palmolive CoCL5,775$456,3510.02%
188Chubb LtdCB1,459$455,4990.02%
189Elevance Health IncELV1,281$449,1430.02%
190Oracle CorpORCL-PD2,282$444,7990.02%
191Capital Southwest CorporationCSWC19,999$442,9890.02%
192Vanguard Intermediate Term Bon9219378195,563$433,2460.02%
193Western Digital Corp ComWDC2,508$432,0530.02%
194Taiwan Semiconductor Mfg Co AD8740391001,352$410,8590.02%
195General Electric Co3696043011,330$409,6800.02%
196Palantir Technologies Cl APLTR2,291$407,2250.02%
197Becton Dickinson and CoBDX2,094$406,3830.02%
198Shell plcRYDAF5,518$405,4350.02%
199Intuitive Surgical IncISRG713$403,8150.02%
200Philip Morris International7181721092,500$401,0000.02%
201IShares Tr S&P Smallcap 600 In4642878873,296$396,1130.02%
202Public Storage IncPSA-PS1,520$394,4400.02%
203Novartis AG ADRNVSEF2,844$392,1020.02%
204Allstate CorpALL-PJ1,864$387,9920.02%
205Vanguard Growth ETF922908736783$381,9940.02%
206Clorox CoCLX3,669$369,9450.02%
207Travelers Cos IncTRV1,263$366,3900.02%
208Industrial Select Sect SPDR In81369Y7042,335$362,2050.02%
209British American Tobacco PLC A1104481076,397$362,1980.02%
210Newmont Mining Corporation6516391013,565$355,9650.02%
211Taiwan Semiconductor Mfg Co AD8740391001,159$352,2090.02%
212Old Dominion Freight Line IncODFL2,234$350,2910.02%
213Real Estate Select Sector SPDR81369Y8608,584$346,3640.02%
214Vanguard High Dividend Yield E9219464062,400$344,4480.02%
215IShares Tr MSCI Emerging Mkts4642872346,233$341,0070.02%
216LyondellBasell Industries NVLYB7,780$336,8740.02%
217State Street CorpSTT-PG2,500$322,5250.02%
218American Express CoAXP868$321,1170.02%
219Vanguard Small-Cap Value ETF9229086111,501$317,8970.02%
220Vanguard Mid-Cap ETF9229086291,081$313,7280.02%
221AFLAC Inc.AFL2,844$313,5550.02%
222Sony Group Corporation SponsorSNEJF12,232$313,1390.02%
223Vanguard Total International S9219097684,150$313,0760.02%
224Unilever PLCUNLYF4,746$310,3880.02%
225iShares iBonds Dec 2035 Term T46438G37212,158$309,7860.02%
226W.W. Grainger Inc.384802104305$307,7600.02%
227Brookfield Renewable CorpBEPC7,950$304,8030.02%
228Digital Realty Trust Inc2538681031,963$303,6960.02%
229Target CorporationTGT3,048$297,9850.01%
230Monolithic Pwr Sys Inc Com609839105315$285,5030.01%
231Walt Disney Co2546871062,485$282,7180.01%
232VanEck Preferred Securities ex92189F95116,000$282,5600.01%
233Royal Caribbean Cruises Ltd.V7780T1031,005$280,3150.01%
234ASCENDIS PHARMA A/S SPONSOREDASND1,300$277,2120.01%
235IShares S&P Natl Muni Bond Fun4642884142,581$276,4510.01%
236Financial Select Sector SPDR I81369Y6054,960$271,6550.01%
237TC Energy CorpTRPRF4,885$268,7240.01%
238Vanguard Short-Term Bond ETF9219378273,388$267,0080.01%
239Sysco CorporationSYY3,563$262,5570.01%
240Vanguard Ttl Stk Mkt ETF922908769779$261,1750.01%
241Schwab U.S. Large-Cap Growth E8085243008,000$260,9600.01%
242SPINNAKER ETF SERIES SELECT ST84858T7726,150$259,1000.01%
243Altria Group IncMO4,480$258,3170.01%
244Relx Plc - Sponsored AdrRLXXF6,272$253,5140.01%
245Tesla Motors IncTSLA560$251,8430.01%
246Prologis Inc.PLDGP1,969$251,3630.01%
247Northrop Grumman CorpNOC425$242,5150.01%
248Invesco Financial Pfd PortfoliIVZ17,147$242,4590.01%
249Sanofi-Aventis ADRSNYNF4,981$241,3790.01%
250Invesco Global Water PortfolioIVZ3,350$235,8720.01%
251GCM Grosvenor IncGCMG20,150$228,0980.01%
252UL Solutions Inc.ULS2,867$226,0920.01%
253Consumer Staples Select Sector81369Y3082,839$220,5340.01%
254IShares Barclays 20plus Year Tres4642874322,500$217,9000.01%
255Bluerock Private Real Estate FBHM14,053$210,7950.01%
256robinhood mkts inc com cl a7707001021,856$209,9140.01%
257iShares iBonds Dec 2033 Term C46436E1307,883$206,0620.01%
258iShares iBonds Dec 2034 Term C46438G6467,801$205,7120.01%
259iShares iBonds Dec 2032 Term C46436E3128,055$205,6440.01%
260iShares iBonds Dec 2031 Term C46436E4869,723$205,6410.01%
261Bristol Myers Squibb CompanyCELG-RI3,755$202,5450.01%
262ISHARES INC MSCI FRANCE ETF4642867074,500$202,4550.01%
263First Solar IncFSLR775$202,4530.01%
264Bitwise Bitcoin ETFBITB4,171$198,3730.01%
265Palantir Technologies Cl APLTR1,004$178,4610.01%
266Teradyne IncTER886$171,4940.01%
267Bitwise Bitcoin ETFBITB3,416$162,4650.01%
268Shell plcRYDAF2,176$159,8920.01%
269Shopify IncSHOP968$155,8190.01%
270Shopify IncSHOP738$118,7960.01%
271Intellia Therapeutics ComNTLA13,206$118,7220.01%
272Lowe's Companies, Inc.548661107425$102,4930.01%
273British American Tobacco PLC A110448107795$45,0130.00%
274Sony Group Corporation SponsorSNEJF1,547$39,6030.00%
275Intellia Therapeutics ComNTLA4,248$38,1900.00%
276Sanofi-Aventis ADRSNYNF748$36,2480.00%
277Johnson & JohnsonJNJ175$36,2160.00%
278Relx Plc - Sponsored AdrRLXXF822$33,2250.00%
279robinhood mkts inc com cl a770700102276$31,2160.00%
280Teradyne IncTER149$28,8400.00%
281India Globalization Capital InIGC84,401$23,7500.00%
282Republic Services Inc76075910098$20,7690.00%
283U. S. BancorpUSB-PS300$16,0080.00%
284Phillips 66PSX63$8,1300.00%
285Kimberly-Clark CorpKMB40$4,0360.00%