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Portfolio (Quarterly) Guide ↗

Rodgers & Associates, LTD

· CIK 0001846515
13F Portfolio $1.1B AUM 108 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 24 Added 41 Reduced 2 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOOV VANGUARD ADMIRAL FDS INC 2,828.0 $620K 0.06% +282.0 +11.1% $219.21 +4.0%
22 VEU VANGUARD INTL EQUITY INDEX F 4,045.0 $339K 0.03% +151.0 +3.9% $83.75 +1.5%
23 SO SOUTHERN CO Utilities 2,818.0 $270K 0.02% +23.0 +0.8% $95.70 -4.5%
24 T AT&T INC Communication Services 9,793.0 $203K 0.02% +54.0 +0.6% $20.70 +21.5%
Page 2 of 2  ·  24 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 30.1%
Industrials 20.1%
Consumer Cyclical 19.9%
Financial Services 16.5%
Consumer Defensive 7.2%
Healthcare 3.6%
Utilities 1.5%
Communication Services 1.2%