Fund HoldingsRodgers Brothers Inc.

Total Portfolio Value
$751.10M
Total Bought
$65.04M
Total Sold
$78.74M
Net Transaction
-$13.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ABBVIE INC(ABBV)0132,124+132,124027,6833.69%+27,683
CHEVRON CORP NEW(CVX)066,513+66,513011,1271.48%+11,127
HORMEL FOODS CORP(HRL)0107,900+107,90003,3380.44%+3,338
EVERSOURCE ENERGY(ES)050,948+50,94803,1640.42%+3,164
EVERGY INC(EVRG)045,881+45,88103,1630.42%+3,163
NUCOR CORP(NUE)024,450+24,45002,9420.39%+2,942
AKAMAI TECHNOLOGIES INC(AKAM)039,644+39,64403,1910.42%+3,191
ABBOTT LABS0144,090+144,090019,1142.54%+19,114
HELMERICH & PAYNE INC(HP)0103,475+103,47502,7030.36%+2,703
ELI LILLY & CO(LLY)059,910+59,910049,4806.59%+49,480
PHILLIPS 66(PSX)066,513+66,51308,2131.09%+8,213
AMCOR PLC(AMCR)0321,406+321,40603,1180.42%+3,118
CRACKER BARREL OLD CTRY STOR(CBRL)33,675102,950+69,2751,7803,9970.53%+2,216
ALICO INC082,149+82,14902,4510.33%+2,451
GENUINE PARTS CO(GPC)038,954+38,95404,6410.62%+4,641
NATIONAL FUEL GAS CO(NFG)090,976+90,97607,2040.96%+7,204
UNITED PARCEL SERVICE INC(UPS)024,985+24,98502,7480.37%+2,748
JOHNSON & JOHNSON(JNJ)065,579+65,579010,8761.45%+10,876
TELEFLEX INCORPORATED(TFX)013,615+13,61501,8810.25%+1,881
COCA COLA CO(KO)0118,815+118,81508,5101.13%+8,510
TARGET CORP(TGT)084,801+84,80108,8501.18%+8,850
PEPSICO INC(PEP)041,840+41,84006,2730.84%+6,273
BEIGENE LTD(ONC)03,181+3,18108660.12%+866
KIMBERLY-CLARK CORP(KMB)072,681+72,681010,3371.38%+10,337
MILLERKNOLL INC(MLKN)98,754158,134+59,3802,2313,0270.40%+796
INTERNATIONAL BUSINESS MACHS(IBM)030,592+30,59207,6071.01%+7,607
CNA FINL CORP(CNA)013,500+13,50006860.09%+686
MCCORMICK & CO INC(MKC)076,644+76,64406,3090.84%+6,309
VERIZON COMMUNICATIONS INC(VZ)0119,820+119,82005,4350.72%+5,435
PAYCHEX INC(PAYX)28,98529,435+4504,0644,5410.60%+477
EXXON MOBIL CORP039,660+39,66004,7170.63%+4,717
NEWMONT CORP(NEM)34,72034,699-211,2921,6750.22%+383
KENVUE INC(KVUE)0137,927+137,92703,3070.44%+3,307
BRISTOL-MYERS SQUIBB CO(BMY)79,34279,052-2904,4884,8210.64%+334
DUKE ENERGY CORP NEW(DUK)023,442+23,44202,8590.38%+2,859
DARDEN RESTAURANTS INC(DRI)15,34215,242-1002,8643,1670.42%+302
MOHAWK INDS INC(MHK)06,215+6,21507100.09%+710
UNION PAC CORP(UNP)039,357+39,35709,2981.24%+9,298
GENERAL DYNAMICS CORP(GD)19,11619,491+3755,0375,3130.71%+276
CF INDS HLDGS INC(CF)2,8256,610+3,7852415170.07%+276
WEC ENERGY GROUP INC(WEC)022,894+22,89402,4950.33%+2,495
COLGATE PALMOLIVE CO(CL)087,709+87,70908,2181.09%+8,218
PHILIP MORRIS INTL INC(PM)01,500+1,50002380.03%+238
PROCTER AND GAMBLE CO(PG)0121,141+121,141020,6452.75%+20,645
PALANTIR TECHNOLOGIES INC(PLTR)02,520+2,52002130.03%+213
SPDR GOLD TR(GLD)0738+73802130.03%+213
OKTA INC(OKTA)02,010+2,01002110.03%+211
ASTRAZENECA PLC(AZN)02,860+2,86002100.03%+210
WELLS FARGO CO NEW(WFC)02,825+2,82502030.03%+203
EQT CORP(EQT)03,771+3,77102010.03%+201
THE CIGNA GROUP(CI)0608+60802000.03%+200
BERKSHIRE HATHAWAY INC DEL02,503+2,50301,3330.18%+1,333
BLOCK H & R INC0109,900+109,90006,0350.80%+6,035
SMUCKER J M CO(SJM)023,457+23,45702,7770.37%+2,777
EBAY INC.(EBAY)030,085+30,08502,0380.27%+2,038
SHELL PLC(SHEL)017,125+17,12501,2550.17%+1,255
ESSENTIAL UTILS INC(WTRG)71,91369,713-2,2002,6122,7560.37%+144
UNILEVER PLC(UL)023,417+23,41701,3940.19%+1,394
DEERE & CO(DE)2,9002,90001,2291,3610.18%+132
GE AEROSPACE(GE)05,679+5,67901,1370.15%+1,137
BERKSHIRE HATHAWAY INC DEL01+107980.11%+798
THOMSON REUTERS CORP(TRI)017,148+17,14802,9630.39%+2,963
PPL CORP(PPL)027,659+27,65909990.13%+999
MARSH & MCLENNAN COS INC(MRSH)03,250+3,25007930.11%+793
RTX CORPORATION(RTX)05,043+5,04306680.09%+668
EL POLLO LOCO HLDGS INC0249,550+249,55002,5700.34%+2,570
FARMERS NATIONAL BANC CORP(FMNB)21,02529,904+8,8792993900.05%+91
EQUITABLE HLDGS INC18,50018,50008739640.13%+91
AMGEN INC(AMGN)02,267+2,26707060.09%+706
YUM BRANDS INC(YUM)03,727+3,72705860.08%+586
WOODWARD INC(WWD)5,1105,11008509330.12%+82
SOUTHERN CO(SO)08,343+8,34307670.10%+767
ADOBE INC(ADBE)5,5906,690+1,1002,4862,5660.34%+80
MONDELEZ INTL INC(MDLZ)20,51019,235-1,2751,2251,3050.17%+80
STERIS PLC(STE)03,514+3,51407960.11%+796
VALERO ENERGY CORP(VLO)07,354+7,35409710.13%+971
GILEAD SCIENCES INC(GILD)3,6883,68803414130.06%+73
VISA INC(V)1,8071,823+165716390.09%+68
NORTHROP GRUMMAN CORP(NOC)01,565+1,56508010.11%+801
ALTRIA GROUP INC(MO)10,38110,086-2955436050.08%+63
JPMORGAN CHASE & CO.(JPM)8,6468,685+392,0732,1300.28%+58
HASBRO INC(HAS)022,700+22,70001,3960.19%+1,396
BANK MONTREAL QUE30,90031,900+1,0002,9993,0470.41%+48
CISCO SYS INC(CSCO)024,194+24,19401,4930.20%+1,493
STARBUCKS CORP(SBUX)010,974+10,97401,0760.14%+1,076
BANK NEW YORK MELLON CORP25,25723,675-1,5821,9401,9860.26%+45
PUBLIC STORAGE OPER CO(PSA)4,4504,600+1501,3331,3770.18%+44
TELEDYNE TECHNOLOGIES INC(TDY)1,2711,27105906330.08%+43
MARATHON PETE CORP(MPC)06,533+6,53309520.13%+952
MCDONALDS CORP(MCD)01,719+1,71905370.07%+537
AUTOMATIC DATA PROCESSING IN2,6862,68607868210.11%+34
WASTE MGMT INC DEL(WM)1,0081,00802032330.03%+30
ERIE INDTY CO(ERIE)04,355+4,35501,8250.24%+1,825
ONEOK INC NEW(OKE)67,42568,525+1,1006,7696,7990.91%+30
REALTY INCOME CORP(O)06,250+6,25003630.05%+363
CHUBB LIMITED
COM
0823+82302490.03%+249
EXPEDITORS INTL WASH INC(EXPD)2,6602,66002953200.04%+25
AFLAC INC(AFL)03,186+3,18603540.05%+354
WISDOMTREE TR(WT)012,733+12,73301,0110.13%+1,011
WATSCO INC(WSO)0436+43602220.03%+222
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