Fund Holdings

Rodgers Brothers Inc.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
KRAFT HEINZ CO(KHC)0369,089+369,08909,611,0861.18%+9,611,086
COHERENT CORP(COHR)444,238439,529-4,70939,630,47247,346,0645.83%+7,715,592
ABBVIE INC(ABBV)131,456129,106-2,35024,400,78729,893,2273.68%+5,492,440
WILLIAMS SONOMA INC(WSM)144,265139,770-4,49523,568,57327,318,0473.37%+3,749,474
CORNING INC(GLW)107,690106,920-7705,663,4208,770,6531.08%+3,107,233
US BANCORP DEL(USB)064,120+64,12003,098,9200.38%+3,098,920
ALBERTSONS COS INC0157,500+157,50002,757,8250.34%+2,757,825
PAYCHEX INC(PAYX)29,26054,500+25,2404,256,1606,908,4200.85%+2,652,260
BECTON DICKINSON & CO(BDX)013,710+13,71002,566,1380.32%+2,566,138
COCA COLA CO(KO)60,008102,296+42,2884,245,5456,784,2980.84%+2,538,753
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)46,86589,490+42,6253,656,8766,002,0940.74%+2,345,218
CNA FINL CORP(CNA)16,00058,000+42,000744,4802,694,6800.33%+1,950,200
JOHNSON & JOHNSON(JNJ)65,32864,329-9999,978,78011,927,9141.47%+1,949,134
LAM RESEARCH CORP(LRCX)51,47551,47505,010,5776,892,5030.85%+1,881,926
APPLE INC(AAPL)40,49439,545-9498,308,22610,069,3121.24%+1,761,086
LAMB WESTON HLDGS INC(LW)145,667147,964+2,2977,552,8378,593,7511.06%+1,040,914
SEAGATE TECHNOLOGY HLDNGS PL11,96111,711-2501,726,3312,764,4990.34%+1,038,168
PHILLIPS 66(PSX)65,91364,713-1,2007,863,4218,802,2621.08%+938,841
ONEOK INC NEW(OKE)68,52589,180+20,6555,593,6966,507,4650.80%+913,769
ALPHABET INC(GOOG)19,41317,763-1,6503,443,6724,326,1790.53%+882,507
CUMMINS INC(CMI)10,48210,213-2693,432,9214,313,8050.53%+880,884
POWELL INDS INC(POWL)8,3508,100-2501,757,2582,468,9610.30%+711,703
GORMAN RUPP CO(GRC)67,49967,254-2452,478,5633,121,2580.38%+642,695
HERSHEY CO(HSY)46,46144,415-2,0467,710,1348,307,8211.02%+597,687
NATIONAL FUEL GAS CO(NFG)87,20686,398-8087,387,1887,980,5800.98%+593,392
CURTISS WRIGHT CORP(CW)10,20510,20504,985,6535,540,7030.68%+555,050
ROCKWELL AUTOMATION INC(ROK)47,99947,191-80815,943,74816,494,5392.03%+550,791
NEWMONT CORP(NEM)28,52426,224-2,3001,661,8082,210,9450.27%+549,137
HELMERICH & PAYNE INC(HP)104,52596,275-8,2501,584,5992,126,7150.26%+542,116
CHEVRON CORP NEW(CVX)66,29264,509-1,7839,492,35610,017,6541.23%+525,298
F5 INC(FFIV)18,62218,472-1505,480,8275,969,9660.74%+489,139
GENUINE PARTS CO(GPC)38,70437,304-1,4004,695,1825,170,3340.64%+475,152
WINNEBAGO INDS INC(WGO)10,00022,600+12,600290,000755,7440.09%+465,744
CATERPILLAR INC(CAT)5,1765,17602,009,3752,469,7280.30%+460,353
HUBBELL INC(HUBB)22,89322,794-999,349,8509,808,4461.21%+458,596
MERCK & CO INC(MRK)135,612133,286-2,32610,735,08211,186,6771.38%+451,595
AMERICAN EXPRESS CO(AXP)34,17734,045-13210,901,81011,308,4191.39%+406,609
GENERAL DYNAMICS CORP(GD)9,0168,861-1552,629,6073,021,6010.37%+391,994
SALESFORCE INC(CRM)01,651+1,6510391,2870.05%+391,287
KULICKE & SOFFA INDS INC(KLIC)62,15062,15002,150,3902,525,7760.31%+375,386
BANK NEW YORK MELLON CORP22,79422,312-4822,076,7812,431,0950.30%+354,314
BEONE MEDICINES LTD(ONC)3,1813,1810770,0251,083,7670.13%+313,742
TJX COS INC NEW(TJX)14,73414,73401,819,5022,129,6520.26%+310,150
ALPHABET INC(GOOG)4,4754,4750788,6291,087,8730.13%+299,244
VALERO ENERGY CORP(VLO)7,3577,360+3988,9561,253,1840.15%+264,228
EBAY INC.(EBAY)29,93527,385-2,5502,228,9602,490,6660.31%+261,706
NEXTERA ENERGY INC(NEE)55,60854,508-1,1003,860,3074,114,8090.51%+254,502
AGNICO EAGLE MINES LTD(AEM)01,500+1,5000252,8400.03%+252,840
GE AEROSPACE(GE)5,6555,65501,455,4751,701,1270.21%+245,652
ALICO INC113,100113,101+13,696,1163,920,0870.48%+223,971
STANDEX INTL CORP(SXI)4,0004,0000625,920847,6000.10%+221,680
ASTRAZENECA PLC(AZN)02,860+2,8600219,4190.03%+219,419
MICROSOFT CORP(MSFT)41,35040,131-1,21920,567,90820,786,0722.56%+218,164
SMUCKER J M CO(SJM)23,42223,129-2932,300,0042,511,8060.31%+211,802
JPMORGAN CHASE & CO.(JPM)8,6858,648-372,517,8682,727,8390.34%+209,971
TELEFLEX INCORPORATED(TFX)13,61514,865+1,2501,611,4711,818,8810.22%+207,410
ENBRIDGE INC(ENB)04,011+4,0110202,3950.02%+202,395
NVIDIA CORPORATION(NVDA)7,6407,500-1401,207,0441,399,3500.17%+192,306
WEC ENERGY GROUP INC(WEC)17,37417,37401,810,3711,990,8870.25%+180,516
PNC FINL SVCS GROUP INC(PNC)13,52513,431-942,521,3692,698,7260.33%+177,357
MARATHON PETE CORP(MPC)6,5396,545+61,086,2501,261,4280.16%+175,178
DICKS SPORTING GOODS INC(DKS)7,9927,892-1001,580,8981,753,7600.22%+172,862
CLOROX CO DEL(CLX)32,54733,082+5353,907,8964,079,0650.50%+171,169
NORTHROP GRUMMAN CORP(NOC)1,5151,5150757,470923,1200.11%+165,650
FEDEX CORP(FDX)21,15721,057-1004,809,1984,965,4510.61%+156,253
NORFOLK SOUTHN CORP(NSC)3,5093,5090898,1991,054,1390.13%+155,940
ORACLE CORP(ORCL)2,3642,3640516,841664,8510.08%+148,010
MSA SAFETY INC(MSA)36,20136,073-1286,064,7496,207,0870.76%+142,338
SYSCO CORP(SYY)40,31438,764-1,5503,053,3823,191,8280.39%+138,446
LAUDER ESTEE COS INC(EL)54,35551,359-2,9964,391,8544,525,7280.56%+133,874
PEPSICO INC(PEP)44,69442,966-1,7285,901,4406,034,0970.74%+132,657
UNION PAC CORP(UNP)39,15738,674-4839,009,2439,141,3731.13%+132,130
FEDERATED HERMES INC(FHI)15,57515,5750690,284808,8100.10%+118,526
RTX CORPORATION(RTX)5,0765,079+3741,240849,8730.10%+108,633
METLIFE INC(MET)62,24962,049-2005,006,0655,110,9760.63%+104,911
PALANTIR TECHNOLOGIES INC(PLTR)2,5202,450-70343,526446,9290.06%+103,403
ARCHER DANIELS MIDLAND CO26,56125,141-1,4201,401,8901,501,9230.19%+100,033
ROYAL BK CDA(RY)6,0506,0500795,878891,2860.11%+95,408
TELEDYNE TECHNOLOGIES INC(TDY)1,2711,2710651,146744,8570.09%+93,711
PPL CORP(PPL)25,74425,834+90872,450959,9930.12%+87,543
APPLIED MATLS INC2,6702,795+125488,797572,2480.07%+83,451
HOME DEPOT INC(HD)2,1422,1420785,343867,9170.11%+82,574
LOWES COS INC(LOW)2,6982,6980598,605678,0340.08%+79,429
TOOTSIE ROLL INDS INC(TR)13,33012,523-807445,889524,9640.06%+79,075
NETSCOUT SYS INC(NTCT)79,90079,775-1251,982,3192,060,5880.25%+78,269
ALTRIA GROUP INC(MO)10,08610,0860591,342666,2810.08%+74,939
ESSENTIAL UTILS INC(WTRG)26,16326,1630971,6941,043,9040.13%+72,210
BROADCOM INC(AVGO)1,3101,3100361,102432,1820.05%+71,080
TAPESTRY INC(TPR)17,25713,984-3,2731,515,3241,583,2170.20%+67,893
CSX CORP(CSX)23,12523,1250754,569821,1690.10%+66,600
AMETEK INC9,2509,25001,673,8801,739,0000.21%+65,120
LOCKHEED MARTIN CORP(LMT)1,8661,858-8864,219927,5320.11%+63,313
WISDOMTREE TR(WT)12,73312,73301,045,8891,108,1530.14%+62,264
DOMINION ENERGY INC(D)29,66528,415-1,2501,676,6661,738,1460.21%+61,480
TRIMBLE INC(TRMB)10,50010,5000797,790857,3250.11%+59,535
ILLINOIS TOOL WKS INC(ITW)11,21010,835-3752,771,6732,825,3350.35%+53,662
VANGUARD INDEX FDS1,2471,2470546,685598,0740.07%+51,389
SNAP ON INC(SNA)1,3901,3900432,540481,6770.06%+49,137
BERKSHIRE HATHAWAY INC DEL2,5032,50301,215,8821,258,3580.16%+42,476
SPDR GOLD TR(GLD)7387380224,965262,3370.03%+37,372
Page 1 of 3