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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 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CZA INVESCO EXCHANGE TRADED FD T 24,216.0 $2.7M 0.27% NEW $110.80 +4.2%
42 VTWV VANGUARD SCOTTSDALE FDS 16,446.0 $2.6M 0.27% NEW $159.93 +13.6%
43 RWL INVESCO EXCH TRADED FD TR II 22,199.0 $2.5M 0.26% NEW $114.50 +9.2%
44 BEDY BNY MELLON ETF TRUST II 95,172.0 $2.5M 0.26% NEW $26.60 +5.7%
45 EDIV SPDR INDEX SHS FDS 54,371.0 $2.1M 0.22% NEW $39.15 +4.3%
46 IVV ISHARES TR 3,063.0 $2.1M 0.21% NEW $684.94 +8.3%
47 DGRO ISHARES TR 28,708.0 $2.0M 0.20% NEW $69.42 +6.3%
48 MSFT MICROSOFT CORP Technology 3,775.0 $1.8M 0.18% NEW $483.58 -12.8%
49 IJJ ISHARES TR 13,859.0 $1.8M 0.18% NEW $131.59 +5.3%
50 ISCG ISHARES TR 32,593.0 $1.8M 0.18% NEW $55.46 +8.2%
51 AAPL APPLE INC Technology 6,533.0 $1.8M 0.18% NEW $271.87 +9.6%
52 NVDA NVIDIA CORPORATION Technology 9,226.0 $1.7M 0.17% NEW $186.49 +20.8%
53 ILCG ISHARES TR 13,450.0 $1.4M 0.14% NEW $104.04 +10.1%
54 IWN ISHARES TR 7,607.0 $1.4M 0.14% NEW $181.21 +13.7%
55 VV VANGUARD INDEX FDS 4,237.0 $1.3M 0.14% NEW $314.80 +7.9%
56 ITOT ISHARES TR 8,249.0 $1.2M 0.12% NEW $148.69 +8.2%
57 VIOV VANGUARD ADMIRAL FDS INC 12,070.0 $1.2M 0.12% NEW $97.76 +10.9%
58 IWD ISHARES TR 5,064.0 $1.1M 0.11% NEW $210.34 +10.6%
59 VB VANGUARD INDEX FDS 3,426.0 $884K 0.09% NEW $257.97 +9.1%
60 ACGL ARCH CAP GROUP LTD Financial Services 9,196.0 $882K 0.09% NEW $95.92 -0.1%
Page 3 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%