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Portfolio (Quarterly) Guide ↗

Rodgers & Associates, LTD

· CIK 0001846515
13F Portfolio $988M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 107 New
Page 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DLN WISDOMTREE TR 3,585.0 $316K 0.03% NEW $88.08 +8.0%
82 VOO VANGUARD INDEX FDS 492.0 $309K 0.03% NEW $627.13 +8.3%
83 PFM INVESCO EXCHANGE TRADED FD T 5,894.0 $304K 0.03% NEW $51.50 +5.8%
84 TSLA TESLA INC Consumer Cyclical 672.0 $302K 0.03% NEW $449.72 -6.1%
85 VEU VANGUARD INTL EQUITY INDEX F 3,894.0 $286K 0.03% NEW $73.56 +10.7%
86 FITB FIFTH THIRD BANCORP Financial Services 6,048.0 $283K 0.03% NEW $46.81 +1.2%
87 JNJ JOHNSON & JOHNSON Healthcare 1,348.0 $279K 0.03% NEW $206.95 +9.5%
88 VTWG VANGUARD SCOTTSDALE FDS 1,142.0 $270K 0.03% NEW $235.99 +10.5%
89 TMO THERMO FISHER SCIENTIFIC INC Healthcare 446.0 $258K 0.03% NEW $579.45 -24.4%
90 IJH ISHARES TR 3,899.0 $257K 0.03% NEW $66.00 +9.3%
91 MGV VANGUARD WORLD FD 1,745.0 $246K 0.03% NEW $141.16 +9.6%
92 ACWI ISHARES TR 1,739.0 $246K 0.03% NEW $141.49 +9.1%
93 GLDM WORLD GOLD TR Financial Services 2,875.0 $245K 0.03% NEW $85.37 +5.6%
94 SO SOUTHERN CO Utilities 2,773.0 $242K 0.02% NEW $87.21 +6.1%
95 T AT&T INC Communication Services 9,698.0 $241K 0.02% NEW $24.84 -3.3%
96 SCHG SCHWAB STRATEGIC TR 7,368.0 $240K 0.02% NEW $32.62 +4.8%
97 MLM MARTIN MARIETTA MATLS INC Basic Materials 384.0 $239K 0.02% NEW $622.66 -10.3%
98 ADP AUTOMATIC DATA PROCESSING IN Industrials 913.0 $235K 0.02% NEW $257.13 -13.3%
99 CAT CATERPILLAR INC Industrials 406.0 $233K 0.02% NEW $573.19 +50.7%
100 TQQQ PROSHARES TR 4,404.0 $232K 0.02% NEW $52.72 +40.9%
Page 5 of 6  ·  107 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%
Consumer Cyclical 22.8%
Industrials 18.4%
Financial Services 14.6%
Consumer Defensive 4.2%
Healthcare 3.1%
Communication Services 2.7%
Basic Materials 1.4%
Utilities 1.4%