Fund Holdings — Rodgers Brothers Inc.

Total Portfolio Value
$766.70M
Total Bought
$50.65M
Total Sold
$75.52M
Net Transaction
-$24.88M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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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 INC4,04831,662+27,6144152,9200.38%+2,505
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 QUE13,02530,900+17,8751,1752,9990.39%+1,824
GENERAL MLS INC(GIS)125,391173,146+47,7559,26011,0421.44%+1,781
EMERSON ELEC CO(EMR)148,720143,596-5,12416,26517,7962.32%+1,530
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
BP PLC(BP)035,589+35,58901,0520.14%+1,052
ROCKWELL AUTOMATION INC(ROK)45,38046,293+91312,18313,2301.73%+1,047
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 CORP81,33981,33905,3686,0220.79%+654
AMAZON COM INC(AMZN)18,53118,506-253,4534,0600.53%+607
ONEOK INC NEW(OKE)67,92567,425-5006,1906,7690.88%+579
ESSENTIAL UTILS INC(WTRG)53,43871,913+18,4752,0612,6120.34%+551
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)19,51319,213-3003,2623,6590.48%+397
BRISTOL-MYERS SQUIBB CO(BMY)79,33279,342+104,1054,4880.59%+383
HONEYWELL INTL INC(HON)18,17118,296+1253,7564,1330.54%+377
JOHNSON OUTDOORS INC(JOUT)44,61660,086+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)4,1505,590+1,4402,1492,4860.32%+337
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)58,70063,150+4,4502,6492,9470.38%+297
EXPEDITORS INTL WASH INC(EXPD)02,660+2,66002950.04%+295
MILLERKNOLL INC(MLKN)78,80398,754+19,9511,9512,2310.29%+280
CUMMINS INC(CMI)10,47510,481+63,3923,6540.48%+262
VANGUARD SPECIALIZED FUNDS01,190+1,19002330.03%+233
JPMORGAN CHASE & CO.(JPM)8,7598,646-1131,8472,0730.27%+226
DOCUSIGN INC(DOCU)7,8407,84004877050.09%+218
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)29,03528,985-503,8964,0640.53%+168
WABTEC(WAB)20,32420,32403,6943,8530.50%+159
FEDEX CORP(FDX)21,33221,282-505,8385,9870.78%+149
MARRIOTT INTL INC NEW(MAR)1,7251,975+2504295510.07%+122
CONOCOPHILLIPS(COP)5,9207,449+1,5296237390.10%+115
ALPHABET INC(GOOG)4,5254,52507508570.11%+106
GE VERNOVA INC(GEV)1,5351,501-343914940.06%+102
EQUITABLE HLDGS INC18,50018,50007788730.11%+95
TRIMBLE INC(TRMB)10,50010,50006527420.10%+90
BROADCOM INC(AVGO)1,3101,31002263040.04%+78
VISA INC(V)1,8071,80704975710.07%+74
WALMART INC(WMT)2,6073,132+5252112830.04%+72
ENBRIDGE INC(ENB)56,83656,036-8002,3082,3780.31%+69
SNAP ON INC(SNA)1,4241,415-94134800.06%+68
FEDERATED HERMES INC(FHI)16,27516,075-2005986610.09%+62
STRYKER CORPORATION(SYK)1,0671,217+1503854380.06%+53
TJX COS INC NEW(TJX)14,70014,70001,7281,7760.23%+48
INTERNATIONAL PAPER CO(IP)9,4689,46804635100.07%+47
COPART INC(CPRT)20,20419,204-1,0001,0591,1020.14%+43
ROBERT HALF INC.(RHI)43,00041,750-1,2502,8992,9420.38%+43
PAYPAL HLDGS INC(PYPL)5,5905,59004364770.06%+41
AUTOMATIC DATA PROCESSING IN2,6972,686-117467860.10%+40
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)1,2711,27105565900.08%+34
VANGUARD INDEX FDS1,2471,24704795120.07%+33
TOOTSIE ROLL INDS INC(TR)20,49820,49806356630.09%+28
GILEAD SCIENCES INC(GILD)3,7583,688-703153410.04%+26
DEERE & CO(DE)2,9002,90001,2101,2290.16%+18
THE TRADE DESK INC(TTD)2,2502,25002472640.03%+18
STANDEX INTL CORP(SXI)4,0004,00007317480.10%+17
INVESCO QQQ TR65565503203350.04%+15
MASTERCARD INCORPORATED(MA)532526-62632770.04%+14
META PLATFORMS INC(META)1,0201,02005845970.08%+13
ALTRIA GROUP INC(MO)10,38110,38105305430.07%+13
COSTCO WHSL CORP NEW(COST)38238203393500.05%+11
LOWES COS INC(LOW)2,4232,698+2756566660.09%+10
AT&T INC(T)24,00223,583-4195285370.07%+9
PARKER-HANNIFIN CORP(PH)37737702382400.03%+2
EATON CORP PLC(ETN)1,9541,95406486480.08%+1
SPDR S&P MIDCAP 400 ETF TR(MDY)74874804264260.06%-0
BANK NEW YORK MELLON CORP27,01625,257-1,7591,9411,9400.25%-1
CF INDS HLDGS INC(CF)2,8252,82502422410.03%-1
DOVER CORP(DOV)1,1201,12002152100.03%-5
WASTE MGMT INC DEL(WM)1,0081,00802092030.03%-6
ACCENTURE PLC IRELAND
SHS CLASS A
1,7401,731-96156090.08%-6
VANGUARD INDEX FDS1,2041,20402102040.03%-6
AMETEK INC9,7509,250-5001,6741,6670.22%-7
AVNET INC4,2004,20002282200.03%-8
ISHARES TR2,2432,24302482390.03%-9
WOODWARD INC(WWD)5,0105,110+1008598500.11%-9
ISHARES TR2,4222,42203273180.04%-9
CHUBB LIMITED
COM
80080002312210.03%-10
WISDOMTREE TR(WT)12,73312,73301,0009910.13%-10
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Rodgers Brothers Inc. — 13F Holdings — Q4 2024 | TickerTrail