Fund HoldingsRodgers Brothers Inc.

Total Portfolio Value
$766.70M
Total Bought
$52.47M
Total Sold
$77.85M
Net Transaction
-$25.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
LAMB WESTON HLDGS INC(LW)14,201138,371+124,1709199,2471.21%+8,328
WILLIAMS SONOMA INC(WSM)147,630146,535-1,09522,87127,1353.54%+4,265
LAM RESEARCH CORP(LRCX)052,400+52,40003,7850.49%+3,785
OLD REP INTL CORP(ORI)74,350160,300+85,9502,6335,8010.76%+3,168
AMERICAN ELEC PWR CO INC031,662+31,66202,9200.38%+2,920
GENERAL DYNAMICS CORP(GD)8,47119,116+10,6452,5605,0370.66%+2,477
WP CAREY INC(WPC)041,750+41,75002,2750.30%+2,275
COHERENT CORP(COHR)402,933401,583-1,35035,82538,0424.96%+2,217
TEXAS INSTRS INC(TXN)23,97636,801+12,8254,9536,9010.90%+1,948
BANK MONTREAL QUE030,900+30,90002,9990.39%+2,999
GENERAL MLS INC(GIS)125,391173,146+47,7559,26011,0421.44%+1,781
EMERSON ELEC CO(EMR)0143,596+143,596017,7962.32%+17,796
PUBLIC STORAGE OPER CO(PSA)04,450+4,45001,3330.17%+1,333
ASML HOLDING N V
N Y REGISTRY SHS
01,850+1,85001,2820.17%+1,282
MONDELEZ INTL INC(MDLZ)020,510+20,51001,2250.16%+1,225
BP PLC(BP)035,589+35,58901,0520.14%+1,052
ROCKWELL AUTOMATION INC(ROK)046,293+46,293013,2301.73%+13,230
DISNEY WALT CO(DIS)64,84164,178-6636,2377,1460.93%+909
AMERICAN EXPRESS CO(AXP)34,20734,20709,27710,1521.32%+875
HERSHEY CO(HSY)29,20737,986+8,7795,6016,4330.84%+832
APPLE INC(AAPL)40,14240,623+4819,35310,1731.33%+820
WK KELLOGG CO727,935730,150+2,21512,45513,1351.71%+680
EDWARDS LIFESCIENCES CORP081,339+81,33906,0220.79%+6,022
AMAZON COM INC(AMZN)18,53118,506-253,4534,0600.53%+607
ONEOK INC NEW(OKE)067,425+67,42506,7690.88%+6,769
ESSENTIAL UTILS INC(WTRG)071,913+71,91302,6120.34%+2,612
F5 INC(FFIV)21,10220,452-6504,6475,1430.67%+496
CRACKER BARREL OLD CTRY STOR(CBRL)28,40033,675+5,2751,2881,7800.23%+492
ALPHABET INC(GOOG)019,213+19,21303,6590.48%+3,659
BRISTOL-MYERS SQUIBB CO(BMY)79,33279,342+104,1054,4880.59%+383
HONEYWELL INTL INC(HON)018,296+18,29604,1330.54%+4,133
JOHNSON OUTDOORS INC44,61660,086+15,4701,6151,9830.26%+368
CORNING INC(GLW)187,960186,310-1,6508,4868,8531.15%+367
DARDEN RESTAURANTS INC(DRI)15,34215,34202,5182,8640.37%+346
INTUITIVE SURGICAL INC0657+65703430.04%+343
ADOBE INC(ADBE)05,590+5,59002,4860.32%+2,486
ISHARES TR02,422+2,42203180.04%+318
MERCK & CO INC(MRK)110,497129,194+18,69712,54812,8521.68%+304
FARMERS NATIONAL BANC CORP(FMNB)021,025+21,02502990.04%+299
KULICKE & SOFFA INDS INC(KLIC)063,150+63,15002,9470.38%+2,947
EXPEDITORS INTL WASH INC(EXPD)02,660+2,66002950.04%+295
MILLERKNOLL INC(MLKN)78,80398,754+19,9511,9512,2310.29%+280
SCHLUMBERGER LTD(SLB)07,052+7,05202700.04%+270
CUMMINS INC(CMI)10,47510,481+63,3923,6540.48%+262
ISHARES TR02,243+2,24302390.03%+239
VANGUARD SPECIALIZED FUNDS01,190+1,19002330.03%+233
JPMORGAN CHASE & CO.(JPM)08,646+8,64602,0730.27%+2,073
DOCUSIGN INC(DOCU)07,840+7,84007050.09%+705
NEWMONT CORP(NEM)20,67034,720+14,0501,1051,2920.17%+187
CURTISS WRIGHT CORP(CW)10,31510,065-2503,3903,5720.47%+181
PAYCHEX INC(PAYX)028,985+28,98504,0640.53%+4,064
WABTEC(WAB)20,32420,32403,6943,8530.50%+159
FEDEX CORP(FDX)021,282+21,28205,9870.78%+5,987
MARRIOTT INTL INC NEW(MAR)01,975+1,97505510.07%+551
CONOCOPHILLIPS(COP)07,449+7,44907390.10%+739
ALPHABET INC(GOOG)04,525+4,52508570.11%+857
GE VERNOVA INC(GEV)1,5351,501-343914940.06%+102
EQUITABLE HLDGS INC018,500+18,50008730.11%+873
TRIMBLE INC(TRMB)010,500+10,50007420.10%+742
BROADCOM INC(AVGO)01,310+1,31003040.04%+304
VISA INC(V)01,807+1,80705710.07%+571
WALMART INC(WMT)2,6073,132+5252112830.04%+72
ENBRIDGE INC(ENB)56,83656,036-8002,3082,3780.31%+69
SNAP ON INC(SNA)01,415+1,41504800.06%+480
FEDERATED HERMES INC(FHI)016,075+16,07506610.09%+661
STRYKER CORPORATION(SYK)01,217+1,21704380.06%+438
TJX COS INC NEW(TJX)014,700+14,70001,7760.23%+1,776
INTERNATIONAL PAPER CO(IP)09,468+9,46805100.07%+510
COPART INC(CPRT)019,204+19,20401,1020.14%+1,102
ROBERT HALF INC.(RHI)43,00041,750-1,2502,8992,9420.38%+43
PAYPAL HLDGS INC(PYPL)05,590+5,59004770.06%+477
AUTOMATIC DATA PROCESSING IN02,686+2,68607860.10%+786
DICKS SPORTING GOODS INC(DKS)1,8921,89203954330.06%+38
HEWLETT PACKARD ENTERPRISE C(HPE)136,300132,300-4,0002,7892,8250.37%+36
TELEDYNE TECHNOLOGIES INC(TDY)01,271+1,27105900.08%+590
VANGUARD INDEX FDS01,247+1,24705120.07%+512
TOOTSIE ROLL INDS INC(TR)020,498+20,49806630.09%+663
GILEAD SCIENCES INC(GILD)03,688+3,68803410.04%+341
DEERE & CO(DE)02,900+2,90001,2290.16%+1,229
THE TRADE DESK INC(TTD)02,250+2,25002640.03%+264
STANDEX INTL CORP(SXI)04,000+4,00007480.10%+748
INVESCO QQQ TR0655+65503350.04%+335
MASTERCARD INCORPORATED(MA)0526+52602770.04%+277
META PLATFORMS INC(META)01,020+1,02005970.08%+597
ALTRIA GROUP INC(MO)010,381+10,38105430.07%+543
COSTCO WHSL CORP NEW(COST)0382+38203500.05%+350
LOWES COS INC(LOW)2,4232,698+2756566660.09%+10
AT&T INC(T)023,583+23,58305370.07%+537
PARKER-HANNIFIN CORP(PH)37737702382400.03%+2
EATON CORP PLC(ETN)01,954+1,95406480.08%+648
SPDR S&P MIDCAP 400 ETF TR(MDY)0748+74804260.06%+426
BANK NEW YORK MELLON CORP025,257+25,25701,9400.25%+1,940
CF INDS HLDGS INC(CF)2,8252,82502422410.03%-1
DOVER CORP(DOV)01,120+1,12002100.03%+210
WASTE MGMT INC DEL(WM)01,008+1,00802030.03%+203
ACCENTURE PLC IRELAND
SHS CLASS A
01,731+1,73106090.08%+609
VANGUARD INDEX FDS1,2041,20402102040.03%-6
AMETEK INC09,250+9,25001,6670.22%+1,667
AVNET INC04,200+4,20002200.03%+220
WOODWARD INC(WWD)05,110+5,11008500.11%+850
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