Fund HoldingsRodgers Brothers Inc.

Total Portfolio Value
$633.62M
Total Bought
$32.81M
Total Sold
$56.60M
Net Transaction
-$23.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
WILLIAMS SONOMA INC(WSM)104,13099,673-4,45716,18220,1123.17%+3,930
COHERENT CORP(COHR)0419,037+419,037018,2412.88%+18,241
MERCK & COMPANY INC(MRK)79,035102,113+23,0788,13711,1321.76%+2,996
NEXTERA ENERGY INC(NEE)056,246+56,24603,4160.54%+3,416
C H ROBINSON WORLDWIDE INC(CHRW)034,880+34,88003,1000.49%+3,100
MICROSOFT CORP(MSFT)044,104+44,104016,5852.62%+16,585
INTEL CORP(INTC)159,855158,783-1,0725,6837,9791.26%+2,296
UNITED PARCEL SERVICE INC(UPS)017,214+17,21402,7060.43%+2,706
GENUINE PARTS CO(GPC)029,654+29,65404,1070.65%+4,107
ABBOTT LABORATORIES0149,799+149,799016,4882.60%+16,488
ENBRIDGE INC(ENB)051,165+51,16501,8430.29%+1,843
ELI LILLY & CO(LLY)67,59265,437-2,15536,30638,1446.02%+1,839
CINCINNATI FINANCIAL CORP(CINF)2,86020,580+17,7202932,1290.34%+1,837
APPLE INC(AAPL)036,526+36,52607,0321.11%+7,032
TARGET CORP(TGT)050,059+50,05907,1291.13%+7,129
UNION PACIFIC CORP(UNP)40,51739,767-7508,2509,7681.54%+1,517
NETSCOUT SYSTEMS INC(NTCT)067,225+67,22501,4760.23%+1,476
AMERICAN EXPRESS COMPANY(AXP)034,158+34,15806,3991.01%+6,399
LINDSAY CORPORATION(LNN)44,59049,560+4,9705,2476,4011.01%+1,154
QUALCOMM INC(QCOM)28,11428,11403,1224,0660.64%+944
PUBLIC STORAGE(PSA)02,995+2,99509130.14%+913
BADGER METER INC091,140+91,140014,0692.22%+14,069
COLGATE-PALMOLIVE CO(CL)090,385+90,38507,2051.14%+7,205
H & R BLOCK INC158,700157,700-1,0006,8347,6281.20%+794
EDWARDS LIFESCIENCES CORP080,354+80,35406,1270.97%+6,127
PPG INDUSTRIES INC(PPG)040,563+40,56306,0660.96%+6,066
ROCKWELL AUTOMATION INC(ROK)24,18224,670+4886,9137,6601.21%+747
GENERAL DYNAMICS CORP(GD)20,96420,671-2934,6325,3680.85%+735
FORTUNE BRANDS INNOVATIONS INC(FBIN)052,343+52,34303,9850.63%+3,985
BROWN-FORMAN CORP CLASS B(BF-A)012,496+12,49607140.11%+714
LAM RESEARCH CORP(LRCX)4,5404,490-502,8463,5170.56%+671
AZENTA INC(AZTA)44,29043,990-3002,2232,8660.45%+643
BEIGENE LTD(ONC)03,525+3,52506360.10%+636
KENVUE INC(KVUE)188,259204,129+15,8703,7804,3950.69%+615
VERIZON COMMUNICATIONS INC(VZ)0124,920+124,92004,7100.74%+4,710
PHILLIPS 66 CO(PSX)48,73848,138-6005,8566,4091.01%+553
LOWE'S COMPANIES INC(LOW)02,423+2,42305390.09%+539
TAPESTRY INC(TPR)079,830+79,83002,9390.46%+2,939
HONEYWELL INTL INC(HON)27,04026,040-1,0004,9955,4610.86%+465
REVVITY INC(RVTY)22,43126,931+4,5002,4832,9440.46%+461
ONEOK INC(OKE)72,82571,825-1,0004,6195,0440.80%+424
MSA SAFETY INC(MSA)035,379+35,37905,9730.94%+5,973
THOMPSON REUTERS CORP COM NO P(TRI)017,997+17,99702,6320.42%+2,632
WABTEC CORP(WAB)019,695+19,69502,4990.39%+2,499
F5 NETWORKS(FFIV)21,60721,60703,4823,8670.61%+385
KULICKE & SOFFA INDUSTRIES INC(KLIC)23,22527,625+4,4001,1291,5120.24%+382
AMERICAN TOWER CORPORATION REI(AMT)08,277+8,27701,7870.28%+1,787
ADOBE SYSTEMS INC(ADBE)4,2754,27502,1802,5500.40%+371
COCA-COLA CO(KO)0121,063+121,06307,1341.13%+7,134
ZIMMER BIOMET HOLDINGS INC(ZBH)039,841+39,84104,8490.77%+4,849
WK KELLOGG CO026,493+26,49303510.06%+351
PEPSICO INC(PEP)032,905+32,90505,5890.88%+5,589
S&P GLOBAL INC(SPGI)4,5954,565-301,6792,0110.32%+332
HERSHEY CO(HSY)20,62123,825+3,2044,1264,4420.70%+316
MOODYS CORP(MCO)04,228+4,22801,6510.26%+1,651
EMERSON ELECTRIC CO(EMR)161,196162,867+1,67115,56715,8522.50%+285
BANK OF NEW YORK MELLON CORP032,754+32,75401,7050.27%+1,705
EBAY INC(EBAY)06,285+6,28502740.04%+274
BOEING CO(BA)01,002+1,00202610.04%+261
NEWMONT MINING CORP(NEM)57,87157,621-2502,1382,3850.38%+247
AIR PRODUCTS & CHEMICALS INC03,855+3,85501,0550.17%+1,055
AMAZON.COM INC(AMZN)06,031+6,03109160.14%+916
AFLAC INC(AFL)02,800+2,80002310.04%+231
SYSCO CORP(SYY)037,739+37,73902,7600.44%+2,760
INTL FLAVOR & FRAGRANCES INC(IFF)02,619+2,61902120.03%+212
CURTISS-WRIGHT CORP(CW)11,85011,350-5002,3182,5290.40%+210
METLIFE INC(MET)61,86361,804-593,8924,0870.65%+195
GARRETT MOTION INC(GTX)020,100+20,10001940.03%+194
CVS HEALTH CORP(CVS)028,111+28,11102,2200.35%+2,220
CUMMINS INC(CMI)016,704+16,70404,0020.63%+4,002
DOCUSIGN INC(DOCU)07,915+7,91504710.07%+471
ERIE INDEMNITY CO(ERIE)4,6154,565-501,3561,5290.24%+173
GENERAL MILLS INC(GIS)0122,843+122,84308,0021.26%+8,002
OLD REPUBLIC INTL CORP(ORI)185,603175,903-9,7005,0005,1720.82%+171
ALPHABET INC CLASS C(GOOG)20,11820,018-1002,6532,8210.45%+169
SYNOPSYS INC(SNPS)3,0003,00001,3771,5450.24%+168
AMETEK INC09,750+9,75001,6080.25%+1,608
JPMORGAN CHASE & CO(JPM)06,659+6,65901,1330.18%+1,133
PRUDENTIAL FINANCIAL INC(PFH)18,48218,48201,7541,9170.30%+163
BROWN-FORMAN CORP CLASS A(BF-A)7,90010,400+2,5004596200.10%+161
BANK MONTREAL QUEBEC010,975+10,97501,0860.17%+1,086
HOLOGIC INC0100,598+100,59807,1881.13%+7,188
DARDEN RESTAURANTS INC(DRI)07,022+7,02201,1540.18%+1,154
HOME DEPOT INC(HD)7,9297,329-6002,3962,5400.40%+144
MILLERKNOLL INC(MLKN)75,13774,141-9961,8371,9780.31%+141
NORFOLK SOUTHERN CORP(NSC)03,425+3,42508100.13%+810
NORTHROP GRUMMAN CORP(NOC)5,5405,490-502,4392,5700.41%+131
INTERNATIONAL BUSINESS MACHINE(IBM)40,88235,837-5,0455,7365,8610.93%+125
ALICO INC030,394+30,39408840.14%+884
COPART INC(CPRT)020,304+20,30409950.16%+995
CLOROX CO(CLX)015,855+15,85502,2610.36%+2,261
TELEFLEX INC(TFX)02,985+2,98507440.12%+744
LOCKHEED MARTIN CORP(LMT)01,589+1,58907200.11%+720
SCIENCE APPLICATIONS INTERNATI(SAIC)06,385+6,38507940.13%+794
ILLINOIS TOOL WORKS INC(ITW)02,985+2,98507820.12%+782
ZIMVIE INC071,619+71,61901,2710.20%+1,271
DEERE & CO(DE)02,950+2,95001,1800.19%+1,180
PPL CORP(PPL)027,480+27,48007450.12%+745
CATERPILLAR INC(CAT)3,7103,71001,0131,0970.17%+84
CSX CORP(CSX)21,30021,30006557380.12%+83
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