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Portfolio (Quarterly) Guide ↗

Rodgers & Associates, LTD

· CIK 0001846515
13F Portfolio $982.2B AUM 101 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 25 Added 45 Reduced 10 Exited
Page 2 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPEM SPDR INDEX SHS FDS 362,626.0 $17.0M 1.73% $46.91 +8.4%
22 VUG VANGUARD INDEX FDS 38,382.0 $16.8M 1.71% +2K +6.8% $436.79 -80.0%
23 SPDW SPDR INDEX SHS FDS 360,377.0 $16.5M 1.68% -6K -1.7% $45.65 +7.7%
24 IVW ISHARES TR 143,743.0 $16.3M 1.66% -3K -2.3% $113.11 +20.9%
25 PRF INVESCO EXCHANGE TRADED FD T 233,696.0 $11.1M 1.13% -12K -4.7% $47.53 +9.9%
26 IVE ISHARES TR 48,283.0 $10.2M 1.04% -337.0 -0.7% $211.15 +5.8%
27 IMCV ISHARES TR 119,653.0 $10.1M 1.03% +8K +7.3% $84.79 +3.3%
28 IJT ISHARES TR 69,010.0 $10.0M 1.02% -1K -1.9% $144.71 +9.5%
29 IEFA ISHARES TR 96,237.0 $8.7M 0.89% -3K -2.6% $90.53 +5.2%
30 IJK ISHARES TR 77,150.0 $7.8M 0.79% $100.62 +9.6%
31 VWO VANGUARD INTL EQUITY INDEX F 133,653.0 $7.2M 0.73% +1K +0.9% $54.05 +8.1%
32 VONG VANGUARD SCOTTSDALE FDS 62,902.0 $6.9M 0.70% $109.69 +16.7%
33 IJS ISHARES TR 49,704.0 $5.9M 0.60% -3K -4.8% $118.45 +6.1%
34 IWO ISHARES TR 18,571.0 $5.8M 0.59% -355.0 -1.9% $313.80 +15.4%
35 IEMG ISHARES INC 64,116.0 $4.5M 0.46% -2K -2.6% $69.75 +14.0%
36 VTI VANGUARD INDEX FDS 13,780.0 $4.4M 0.45% +128.0 +0.9% $320.81 +13.1%
37 IYR ISHARES TR 41,134.0 $3.9M 0.40% +1K +2.9% $94.56 +5.5%
38 LOW LOWES COS INC Consumer Cyclical 13,683.0 $3.2M 0.33% -281.0 -2.0% $236.28 -5.4%
39 ISCV ISHARES TR 41,835.0 $2.9M 0.30% -2K -5.0% $69.51 +4.8%
40 PH PARKER-HANNIFIN CORP Industrials 3,139.0 $2.8M 0.29% $895.24 -1.7%
Page 2 of 6  ·  101 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 27.6%
Consumer Cyclical 25.1%
Industrials 21.1%
Financial Services 15.8%
Consumer Defensive 4.9%
Healthcare 2.1%
Communication Services 1.8%
Utilities 1.7%