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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 6 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VLYPN VALLEY NATL BANCORP Financial Services 15,000.0 $184K 0.02% $12.28 +111.3%
Page 6 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%