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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VLYPN VALLEY NATL BANCORP Financial Services 15,000.0 $220K 0.02% $14.65 +75.3%
102 V VISA INC Financial Services 636.0 $218K 0.02% NEW $343.06 +6.6%
103 DIA STATE STR SPDR DOW JONES IND Financial Services 415.0 $217K 0.02% NEW $522.39 +2.3%
104 ACNB ACNB CORP Financial Services 3,613.0 $215K 0.02% NEW $59.38 +6.5%
105 ONEY SPDR SERIES TRUST 1,636.0 $210K 0.02% NEW $128.10 +5.8%
106 AVGO BROADCOM INC Technology 551.0 $208K 0.02% NEW $377.75 -4.0%
107 DFAX DIMENSIONAL ETF TRUST 5,636.0 $208K 0.02% NEW $36.84 +2.7%
108 T AT&T INC Communication Services 9,793.0 $203K 0.02% +54.0 +0.6% $20.70 +21.4%
Page 6 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%