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Portfolio (Quarterly) Guide ↗

Rodgers Brothers Inc.

· CIK 0001397290
13F Portfolio $1.0B AUM 247 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 247 New
Page 10 of 13  ·  247 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MRSH MARSH & MCLENNAN COS INC Financial Services 3,150.0 $525K 0.05% NEW $166.67 +12.3%
182 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 725.0 $510K 0.05% NEW $703.34 +0.6%
183 BFST BUSINESS FIRST BANCSHARES IN Financial Services 16,500.0 $507K 0.05% NEW $30.73 +3.0%
184 OKTA OKTA INC Technology 3,495.0 $477K 0.05% NEW $136.45 +5.4%
185 MCD MCDONALDS CORP Consumer Cyclical 1,699.0 $459K 0.04% NEW $270.31 -0.6%
186 GILD GILEAD SCIENCES INC Healthcare 3,563.0 $450K 0.04% NEW $126.34 +13.4%
187 EXPD EXPEDITORS INTL WASH INC Industrials 2,660.0 $434K 0.04% NEW $162.98 +15.1%
188 QQQ INVESCO QQQ TR Financial Services 581.0 $428K 0.04% NEW $736.40 -2.3%
189 UG UNITED GUARDIAN INC Consumer Defensive 59,600.0 $426K 0.04% NEW $7.14 -0.1%
190 CPB THE CAMPBELLS COMPANY Consumer Defensive 18,935.0 $422K 0.04% NEW $22.27 +2.7%
191 ALL ALLSTATE CORP Financial Services 1,684.0 $401K 0.04% NEW $237.94 +10.7%
192 CKX CKX LDS INC Energy 36,250.0 $392K 0.04% NEW $10.81 -1.9%
193 MMM 3M CO Industrials 2,393.0 $387K 0.04% NEW $161.89 +12.0%
194 SYK STRYKER CORPORATION Healthcare 1,221.0 $384K 0.04% NEW $314.74 +6.9%
195 AZTA AZENTA INC Healthcare 15,025.0 $383K 0.04% NEW $25.52 +30.2%
196 DVY ISHARES TR 2,422.0 $379K 0.04% NEW $156.30 +5.7%
197 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 4,941.0 $377K 0.04% NEW $76.40 +7.3%
198 PH PARKER-HANNIFIN CORP Industrials 377.0 $369K 0.04% NEW $978.12 +5.9%
199 BND VANGUARD BD INDEX FDS 5,000.0 $367K 0.04% NEW $73.41 -1.6%
200 DHR DANAHER CORP DEL Healthcare 1,910.0 $364K 0.04% NEW $190.48 +5.2%
Page 10 of 13  ·  247 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 31.5%
Healthcare 18.4%
Industrials 15.4%
Consumer Defensive 11.7%
Consumer Cyclical 8.4%
Financial Services 5.0%
Energy 3.9%
Utilities 2.0%
Basic Materials 1.7%
Communication Services 1.6%