Fund HoldingsRodgers Brothers Inc.

Total Portfolio Value
$732.58M
Total Bought
$77.30M
Total Sold
$48.25M
Net Transaction
+$29.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
WK KELLOGG CO26,493623,468+596,97535111,7211.60%+11,371
ELI LILLY & CO(LLY)65,43762,797-2,64038,14448,8536.67%+10,709
COHERENT CORP(COHR)419,037402,102-16,93518,24124,3753.33%+6,135
AIR PRODUCTS & CHEMICALS INC3,85524,155+20,3001,0555,8520.80%+4,797
ABBVIE INC(ABBV)0134,163+134,163024,4313.33%+24,431
WILLIAMS SONOMA INC(WSM)99,67376,028-23,64520,11224,1413.30%+4,029
PINNACLE WEST CAPITAL CORP(PNW)038,825+38,82502,9010.40%+2,901
AGCO CORP019,825+19,82502,4390.33%+2,439
CISCO SYSTEMS INC(CSCO)066,444+66,44403,3160.45%+3,316
AMCOR PLC(AMCR)0315,156+315,15602,9970.41%+2,997
CORNING INC(GLW)0190,360+190,36006,2740.86%+6,274
NESTLE SA030,968+30,96803,2920.45%+3,292
MICROSOFT CORP(MSFT)44,10444,495+39116,58518,7202.56%+2,135
PROCTER & GAMBLE CO(PG)0122,267+122,267019,8382.71%+19,838
SHELL PLC AMERICAN DEPOSITARY(SHEL)046,425+46,42503,1120.42%+3,112
HUBBELL INC(HUBB)020,065+20,06508,3281.14%+8,328
TARGET CORP(TGT)50,05949,459-6007,1298,7651.20%+1,635
LAM RESEARCH CORP(LRCX)4,4905,265+7753,5175,1150.70%+1,598
EDWARDS LIFESCIENCES CORP80,35480,35406,1277,6791.05%+1,552
PUBLIC STORAGE(PSA)2,9958,385+5,3909132,4320.33%+1,519
NETSCOUT SYSTEMS INC(NTCT)67,225133,175+65,9501,4762,9090.40%+1,433
PHILLIPS 66 CO(PSX)48,13847,988-1506,4097,8381.07%+1,429
AMERICAN EXPRESS COMPANY(AXP)34,15834,333+1756,3997,8171.07%+1,418
EBAY INC(EBAY)6,28530,185+23,9002741,5930.22%+1,319
TJX COMPANIES INC(TJX)015,300+15,30001,5520.21%+1,552
ONEOK INC(OKE)71,82578,450+6,6255,0446,2890.86%+1,246
KIMBERLY CLARK CORP(KMB)068,491+68,49108,8591.21%+8,859
EMERSON ELECTRIC CO(EMR)162,867149,564-13,30315,85216,9642.32%+1,112
MEDTRONIC PLC(MDT)027,837+27,83702,4260.33%+2,426
KULICKE & SOFFA INDUSTRIES INC(KLIC)27,62551,025+23,4001,5122,5670.35%+1,055
HOLOGIC INC100,598104,243+3,6457,1888,1271.11%+939
WISDOMTREE TR(WT)012,733+12,73309190.13%+919
CUMMINS INC(CMI)16,70416,611-934,0024,8940.67%+893
COLGATE-PALMOLIVE CO(CL)90,38589,837-5487,2058,0901.10%+885
MSA SAFETY INC(MSA)35,37935,384+55,9736,8500.94%+877
LOCKHEED MARTIN CORP(LMT)1,5893,489+1,9007201,5870.22%+867
CHEVRON CORP(CVX)049,812+49,81207,8571.07%+7,857
ROCKWELL AUTOMATION INC(ROK)24,67028,928+4,2587,6608,4271.15%+768
FEDEX CORP(FDX)022,077+22,07706,3970.87%+6,397
STANDEX INTERNATIONAL CORP(SXI)04,000+4,00007290.10%+729
QUALCOMM INC(QCOM)28,11428,11404,0664,7600.65%+694
ARCHER DANIELS MIDLAND CO047,826+47,82603,0040.41%+3,004
BAXTER INTERNATIONAL INC0107,413+107,41304,5910.63%+4,591
GENERAL MILLS INC(GIS)122,843123,349+5068,0028,6311.18%+629
VERIZON COMMUNICATIONS INC(VZ)124,920126,866+1,9464,7105,3230.73%+614
BADGER METER INC91,14090,691-44914,06914,6752.00%+605
EXXON MOBIL CORP039,191+39,19104,5560.62%+4,556
MCCORMICK & COMPANY INC(MKC)079,403+79,40306,0990.83%+6,099
JPMORGAN CHASE & CO(JPM)6,6598,509+1,8501,1331,7040.23%+572
GENERAL DYNAMICS CORP(GD)20,67120,971+3005,3685,9240.81%+556
PPG INDUSTRIES INC(PPG)40,56345,698+5,1356,0666,6220.90%+555
WABTEC CORP(WAB)19,69520,907+1,2122,4993,0460.42%+546
POWELL INDUSTRIES INC(POWL)09,700+9,70001,3800.19%+1,380
YUM BRANDS INC(YUM)03,727+3,72705170.07%+517
AMERICAN TOWER CORPORATION REI(AMT)8,27711,627+3,3501,7872,2970.31%+511
METLIFE INC(MET)61,80461,679-1254,0874,5710.62%+484
CINCINNATI FINANCIAL CORP(CINF)20,58020,58002,1292,5550.35%+426
MOHWAK INDUSTRIES INC(MHK)03,250+3,25004250.06%+425
ZIMMER BIOMET HOLDINGS INC(ZBH)39,84139,84104,8495,2580.72%+410
ISHARES BARCLAYS 1-3 Y TREASUR012,200+12,20009980.14%+998
MARATHON PETROLEUM CORP(MPC)06,859+6,85901,3820.19%+1,382
VALERO ENERGY CORP(VLO)07,815+7,81501,3340.18%+1,334
NVIDIA CORP(NVDA)0896+89608100.11%+810
NATIONAL FUEL GAS CO(NFG)0109,773+109,77305,8970.80%+5,897
PEPSICO INC(PEP)32,90533,719+8145,5895,9010.81%+313
SYSCO CORP(SYY)37,73937,73902,7603,0640.42%+304
ORACLE CORP(ORCL)02,390+2,39003000.04%+300
ISHARES TR02,422+2,42202980.04%+298
INVESCO QQQ TR0655+65502910.04%+291
ERIE INDEMNITY CO(ERIE)4,5654,515-501,5291,8130.25%+284
GENERAL ELECTRIC CO(GE)06,216+6,21601,0910.15%+1,091
ALPHABET INC CLASS A(GOOG)05,025+5,02507580.10%+758
CATERPILLAR INC(CAT)3,7103,71001,0971,3590.19%+263
AMAZON.COM INC(AMZN)6,0316,531+5009161,1780.16%+262
EL POLLO LOCO HOLDINGS INC0212,725+212,72502,0720.28%+2,072
SPDR SER TR
ST STR SP DIV
01,850+1,85002430.03%+243
OLD REPUBLIC INTL CORP(ORI)175,903176,153+2505,1725,4110.74%+240
JOHNSON & JOHNSON(JNJ)065,639+65,639010,3831.42%+10,383
ISHARES TR02,148+2,14802370.03%+237
INTERNATIONAL BUSINESS MACHINE(IBM)35,83731,891-3,9465,8616,0900.83%+229
TEXAS INSTRUMENTS INC(TXN)030,094+30,09405,2430.72%+5,243
ALPHABET INC CLASS C(GOOG)20,01820,01802,8213,0480.42%+227
VISA INC CLASS A(V)01,857+1,85705180.07%+518
TRACTOR SUPPLY CO(TSCO)0850+85002220.03%+222
CIGNA CORPORATION(CI)0608+60802210.03%+221
WASTE MANAGEMENT INC.(WM)01,033+1,03302200.03%+220
CDW CORPORATION(CDW)0855+85502190.03%+219
THE TRADE DESK INC(TTD)02,500+2,50002190.03%+219
VANGUARD INDEX FDS01,304+1,30402120.03%+212
HERSHEY CO(HSY)23,82523,929+1044,4424,6540.64%+212
CHUBB LTD
COM
0800+80002070.03%+207
COCA-COLA CO(KO)121,063119,835-1,2287,1347,3321.00%+197
SEAGATE TECHNOLOGY HOLDINGS PL
ORD SHS
027,496+27,49602,5590.35%+2,559
BRISTOL MYERS SQUIBB CO(BMY)042,468+42,46802,3030.31%+2,303
F5 NETWORKS(FFIV)21,60721,357-2503,8674,0490.55%+182
AMETEK INC9,7509,75001,6081,7830.24%+176
COPART INC(CPRT)20,30420,204-1009951,1700.16%+175
ALTRIA GROUP INC(MO)010,360+10,36004520.06%+452
BERKSHIRE HATHAWAY INC - B02,738+2,73801,1510.16%+1,151
CLOROX CO(CLX)15,85515,858+32,2612,4280.33%+167
Page 1 of 1