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Portfolio (Quarterly) Guide ↗

Rodgers & Associates, LTD

· CIK 0001846515
13F Portfolio $982.2B AUM 101 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 25 Added 45 Reduced 10 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VXUS VANGUARD STAR FDS 4,497.0 $347K 0.04% -650.0 -12.6% $77.11 +7.8%
42 CAT CATERPILLAR INC Industrials 398.0 $282K 0.03% -8.0 -2.0% $707.68 +25.5%
43 AMZN AMAZON COM INC Consumer Cyclical 1,216.0 $253K 0.03% -168.0 -12.1% $208.27 +26.8%
44 VTWG VANGUARD SCOTTSDALE FDS 1,102.0 $252K 0.03% -40.0 -3.5% $229.04 +15.4%
45 TSLA TESLA INC Consumer Cyclical 648.0 $241K 0.03% -24.0 -3.6% $371.75 +19.2%
Page 3 of 3  ·  45 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 27.6%
Consumer Cyclical 25.1%
Industrials 21.1%
Financial Services 15.8%
Consumer Defensive 4.9%
Healthcare 2.1%
Communication Services 1.8%
Utilities 1.7%