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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 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 233,969.0 $20.2M 1.83% +196K +509.6% $86.14 +2.1%
22 SPEM SPDR INDEX SHS FDS 387,231.0 $20.1M 1.82% +25K +6.8% $51.78 +0.5%
23 IVW ISHARES TR 139,031.0 $19.1M 1.74% -5K -3.3% $137.53 +1.3%
24 SPDW SPDR INDEX SHS FDS 349,364.0 $17.6M 1.60% -11K -3.1% $50.39 +2.5%
25 PRF INVESCO EXCHANGE TRADED FD T 229,435.0 $12.4M 1.12% -4K -1.8% $54.03 +4.3%
26 IJT ISHARES TR 64,535.0 $11.5M 1.05% -4K -6.5% $178.60 -1.9%
27 IMCV ISHARES TR 120,448.0 $11.0M 1.00% +795.0 +0.7% $91.38 +7.7%
28 IVE ISHARES TR 48,150.0 $10.9M 0.99% $227.06 +5.0%
29 IEFA ISHARES TR 93,059.0 $9.0M 0.82% -3K -3.3% $96.58 +4.0%
30 IJK ISHARES TR 73,635.0 $8.7M 0.79% -4K -4.6% $117.50 -1.1%
31 VONG VANGUARD SCOTTSDALE FDS 63,242.0 $8.1M 0.73% +340.0 +0.5% $127.81 -1.2%
32 VWO VANGUARD INTL EQUITY INDEX F 132,163.0 $7.9M 0.72% -1K -1.1% $59.69 +0.6%
33 IWO ISHARES TR 18,142.0 $7.1M 0.65% -429.0 -2.3% $393.95 -0.9%
34 IJS ISHARES TR 52,262.0 $7.1M 0.65% +3K +5.2% $136.68 +1.5%
35 IEMG ISHARES INC 61,963.0 $5.1M 0.47% -2K -3.4% $82.84 -2.7%
36 VTI VANGUARD INDEX FDS 13,786.0 $5.1M 0.46% $370.05 +2.7%
37 IYR ISHARES TR 39,276.0 $4.0M 0.36% -2K -4.5% $102.25 +2.5%
38 ISCV ISHARES TR 40,697.0 $3.2M 0.29% -1K -2.7% $78.32 +3.5%
39 PH PARKER-HANNIFIN CORP Industrials 3,139.0 $3.1M 0.28% $978.12 +4.6%
40 VTWV VANGUARD SCOTTSDALE FDS 15,359.0 $3.0M 0.27% -134.0 -0.9% $195.44 +1.9%
Page 2 of 6  ·  108 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%