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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 2 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDYG SPDR SERIES TRUST 191,092.0 $17.7M 1.79% NEW $92.43 +13.1%
22 VUG VANGUARD INDEX FDS 35,949.0 $17.5M 1.78% NEW $487.86 -82.2%
23 SPEM SPDR INDEX SHS FDS 361,673.0 $16.9M 1.71% NEW $46.81 +8.8%
24 SPDW SPDR INDEX SHS FDS 366,668.0 $16.3M 1.65% NEW $44.41 +11.5%
25 PRF INVESCO EXCHANGE TRADED FD T 245,251.0 $11.5M 1.17% NEW $46.92 +11.6%
26 IVE ISHARES TR 48,620.0 $10.3M 1.04% NEW $212.07 +6.1%
27 IJT ISHARES TR 70,380.0 $9.9M 1.01% NEW $141.16 +12.5%
28 IMCV ISHARES TR 111,456.0 $9.2M 0.93% NEW $82.34 +7.0%
29 IEFA ISHARES TR 98,773.0 $8.8M 0.90% NEW $89.46 +7.4%
30 VONG VANGUARD SCOTTSDALE FDS 62,981.0 $7.7M 0.78% NEW $121.75 +4.9%
31 IJK ISHARES TR 77,330.0 $7.5M 0.76% NEW $96.88 +13.2%
32 VWO VANGUARD INTL EQUITY INDEX F 132,411.0 $7.1M 0.72% NEW $53.76 +8.8%
33 IWO ISHARES TR 18,926.0 $6.1M 0.62% NEW $323.00 +10.7%
34 IJS ISHARES TR 52,206.0 $5.9M 0.60% NEW $113.72 +11.0%
35 VTI VANGUARD INDEX FDS 13,652.0 $4.6M 0.46% NEW $335.28 +8.1%
36 IEMG ISHARES INC 65,829.0 $4.4M 0.45% NEW $67.22 +18.1%
37 IYR ISHARES TR 39,995.0 $3.8M 0.38% NEW $93.89 +7.5%
38 LOW LOWES COS INC Consumer Cyclical 13,964.0 $3.4M 0.34% NEW $241.16 -9.4%
39 ISCV ISHARES TR 44,028.0 $3.0M 0.30% NEW $68.50 +6.9%
40 PH PARKER-HANNIFIN CORP Industrials 3,139.0 $2.8M 0.28% NEW $878.96 -1.8%
Page 2 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%