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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VB VANGUARD INDEX FDS 2,526.0 $766K 0.07% $303.16 -0.1%
62 MGK VANGUARD WORLD FD 8,622.0 $758K 0.07% +7K +393.2% $87.91 +0.8%
63 RPG INVESCO EXCHANGE TRADED FD T 11,720.0 $748K 0.07% $63.85 -9.6%
64 VIOG VANGUARD ADMIRAL FDS INC 4,789.0 $735K 0.07% -179.0 -3.6% $153.42 -3.2%
65 IVOG VANGUARD ADMIRAL FDS INC 4,671.0 $683K 0.06% +444.0 +10.5% $146.30 -2.1%
66 VOOG VANGUARD ADMIRAL FDS INC 8,118.0 $671K 0.06% +7K +474.5% $82.62 +0.6%
67 IVOV VANGUARD ADMIRAL FDS INC 5,864.0 $669K 0.06% +80.0 +1.4% $114.07 +0.4%
68 JNJ JOHNSON & JOHNSON Healthcare 2,456.0 $624K 0.06% +1K +82.2% $253.97 +6.0%
69 VOOV VANGUARD ADMIRAL FDS INC 2,828.0 $620K 0.06% +282.0 +11.1% $219.21 +4.3%
70 EDIV SPDR INDEX SHS FDS 14,301.0 $586K 0.05% -39K -73.4% $40.96 +2.4%
71 SDY SPDR SERIES TRUST 3,700.0 $563K 0.05% $152.18 +4.3%
72 VONV VANGUARD SCOTTSDALE FDS 5,117.0 $544K 0.05% -2K -31.9% $106.31 +6.0%
73 SMMU PIMCO ETF TR 10,434.0 $527K 0.05% -760.0 -6.8% $50.50 -0.4%
74 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 556.0 $520K 0.05% $935.55 -0.6%
75 WMT WALMART INC Consumer Defensive 4,458.0 $505K 0.05% NEW $113.26 -8.9%
76 XLK SELECT SECTOR SPDR TR 2,635.0 $502K 0.05% $190.51 -3.9%
77 VXF VANGUARD INDEX FDS 1,789.0 $440K 0.04% $246.21 -1.1%
78 QQQ INVESCO QQQ TR Financial Services 597.0 $440K 0.04% -115.0 -16.1% $736.75 -3.7%
79 IWY ISHARES TR 1,471.0 $428K 0.04% $290.62 -2.3%
80 CAT CATERPILLAR INC Industrials 398.0 $424K 0.04% $1064.51 -24.7%
Page 4 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%