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Portfolio (Quarterly) Guide ↗

Rodgers Brothers Inc.

· CIK 0001397290
13F Portfolio $1.0B AUM 247 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 247 New
Page 12 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VGK VANGUARD INTL EQUITY INDEX F 2,952.0 $261K 0.03% NEW $88.54 +3.5%
222 ISRG INTUITIVE SURGICAL INC Healthcare 657.0 $261K 0.03% NEW $397.68 -0.2%
223 IJR ISHARES TR 1,739.0 $258K 0.03% NEW $148.31 -0.2%
224 GWRE GUIDEWIRE SOFTWARE INC Technology 2,084.0 $256K 0.03% NEW $123.05 +45.6%
225 WMT WALMART INC Consumer Defensive 2,258.0 $256K 0.03% NEW $113.25 +2.0%
226 NOBL PROSHARES TR 4,512.0 $253K 0.03% NEW $56.16 +3.9%
227 AZN ASTRAZENECA PLC Healthcare 1,330.0 $252K 0.02% NEW $189.62 -15.4%
228 DOV DOVER CORP Industrials 1,120.0 $251K 0.02% NEW $224.28 -9.3%
229 ASML ASML HLDG NV Technology 125.0 $249K 0.02% NEW $1989.44 -9.9%
230 TIP ISHARES TR 2,243.0 $245K 0.02% NEW $109.43 -2.3%
231 DGRO ISHARES TR 3,173.0 $240K 0.02% NEW $75.79 +5.2%
232 R RYDER SYS INC Industrials 900.0 $237K 0.02% NEW $263.77 -0.8%
233 AEP AMERICAN ELEC PWR CO INC Utilities 1,728.0 $236K 0.02% NEW $136.80 -7.2%
234 AEM AGNICO EAGLE MINES LTD Basic Materials 1,500.0 $233K 0.02% NEW $155.13 +20.8%
235 TRV TRAVELERS COMPANIES INC Financial Services 699.0 $231K 0.02% NEW $330.12 +11.4%
236 COF CAPITAL ONE FINL CORP Financial Services 1,150.0 $231K 0.02% NEW $200.62 +10.8%
237 WPC WP CAREY INC Real Estate 3,150.0 $225K 0.02% NEW $71.50 -0.2%
238 WM WASTE MGMT INC DEL Industrials 1,008.0 $225K 0.02% NEW $222.80 +1.2%
239 WFC WELLS FARGO & CO Financial Services 2,650.0 $219K 0.02% NEW $82.65 +5.7%
240 ENB ENBRIDGE INC Energy 3,938.0 $213K 0.02% NEW $54.21 -5.4%
Page 12 of 13  ·  247 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Healthcare 18.4%
Industrials 15.4%
Consumer Defensive 11.7%
Consumer Cyclical 8.4%
Financial Services 5.0%
Energy 3.9%
Utilities 2.0%
Basic Materials 1.7%
Communication Services 1.6%