Fund Holdings — Rodgers Brothers Inc.

Total Portfolio Value
$835.39M
Total Bought
$29.87M
Total Sold
$108.99M
Net Transaction
-$79.12M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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COHERENT CORP(COHR)439,529384,732-54,79747,34671,0108.50%+23,664
ELI LILLY & CO(LLY)58,81156,944-1,86744,87361,1967.33%+16,324
TELEFLEX INCORPORATED(TFX)14,86568,306+53,4411,8198,3361.00%+6,517
MERCK & CO INC(MRK)133,286130,316-2,97011,18713,7171.64%+2,530
NOVO-NORDISK A S(NVO)047,350+47,35002,4090.29%+2,409
SPROUTS FMRS MKT INC(SFM)027,915+27,91502,2240.27%+2,224
LINDSAY CORP(LNN)26,63048,730+22,1003,7435,7440.69%+2,001
COLGATE PALMOLIVE CO(CL)89,605113,067+23,4627,1638,9351.07%+1,772
LAM RESEARCH CORP(LRCX)51,47550,200-1,2756,8938,5931.03%+1,701
ROCKWELL AUTOMATION INC(ROK)47,19146,447-74416,49518,0712.16%+1,577
JOHNSON & JOHNSON(JNJ)64,32964,264-6511,92813,3001.59%+1,372
ERIE INDTY CO(ERIE)4,3559,221+4,8661,3862,6430.32%+1,258
AMERICAN EXPRESS CO(AXP)34,04533,870-17511,30812,5301.50%+1,222
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)89,49086,840-2,6506,0027,2080.86%+1,206
ALPHABET INC(GOOG)17,76317,613-1504,3265,5270.66%+1,201
UNILEVER PLC(UL)017,737+17,73701,1600.14%+1,160
AKAMAI TECHNOLOGIES INC(AKAM)41,21947,619+6,4003,1234,1550.50%+1,032
FEDEX CORP(FDX)21,05720,607-4504,9655,9530.71%+987
CUMMINS INC(CMI)10,21310,193-204,3145,2030.62%+889
DOLBY LABORATORIES INC(DLB)013,665+13,66508780.11%+878
BRISTOL-MYERS SQUIBB CO(BMY)78,72777,540-1,1873,5514,1830.50%+632
EDWARDS LIFESCIENCES CORP80,58980,839+2506,2676,8920.82%+624
LAUDER ESTEE COS INC(EL)51,35948,992-2,3674,5265,1300.61%+605
CORNING INC(GLW)106,920106,270-6508,7719,3051.11%+534
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
11,71111,71102,7643,2250.39%+461
INTERNATIONAL BUSINESS MACHS(IBM)28,52128,657+1368,0478,4891.02%+441
REVVITY INC(RVTY)44,66144,561-1003,9154,3110.52%+397
MILLERKNOLL INC(MLKN)423,396432,583+9,1877,5117,9080.95%+397
EL POLLO LOCO HLDGS INC(LOCO)345,150357,075+11,9253,3483,7350.45%+387
NEWMONT CORP(NEM)26,22425,464-7602,2112,5430.30%+332
HUBBELL INC(HUBB)22,79422,795+19,80810,1231.21%+315
ALPHABET INC(GOOG)4,4754,47501,0881,4010.17%+313
NUCOR CORP(NUE)22,95020,850-2,1003,1083,4010.41%+293
APPLE INC(AAPL)39,54538,000-1,54510,06910,3311.24%+261
WABTEC(WAB)20,17120,169-24,0444,3050.52%+261
WINNEBAGO INDS INC(WGO)22,60025,100+2,5007561,0170.12%+261
PROSHARES TR
S&P 500 DV ARIST
02,256+2,25602350.03%+235
DOVER CORP(DOV)01,120+1,12002190.03%+219
OLD REP INTL CORP(ORI)70,45070,300-1502,9923,2080.38%+216
TAPESTRY INC(TPR)13,98413,985+11,5831,7870.21%+204
TRAVELERS COMPANIES INC(TRV)0699+69902030.02%+203
CONSTELLATION ENERGY CORP(CEG)0570+57002010.02%+201
C H ROBINSON WORLDWIDE INC(CHRW)8,0007,725-2751,0591,2420.15%+183
WOODWARD INC(WWD)5,0004,760-2401,2641,4390.17%+175
CISCO SYS INC(CSCO)23,34422,994-3501,5971,7710.21%+174
ALICO INC113,101112,352-7493,9204,0870.49%+167
BANK NEW YORK MELLON CORP22,31222,329+172,4312,5920.31%+161
AMETEK INC9,2509,25001,7391,8990.23%+160
S&P GLOBAL INC(SPGI)4,3154,31502,1002,2550.27%+155
THERMO FISHER SCIENTIFIC INC(TMO)1,6091,60907809320.11%+152
MOODYS CORP(MCO)4,1584,161+31,9812,1260.25%+144
ROYAL BK CDA(RY)6,0506,05008911,0310.12%+140
TJX COS INC NEW(TJX)14,73414,73402,1302,2630.27%+134
APPLIED MATLS INC2,7952,745-505727050.08%+133
PUTNAM ETF TRUST013,691+13,69101180.01%+118
PNC FINL SVCS GROUP INC(PNC)13,43113,437+62,6992,8050.34%+106
MARRIOTT INTL INC NEW(MAR)2,1102,11005506550.08%+105
NETSCOUT SYS INC(NTCT)79,77579,77502,0612,1590.26%+98
COCA COLA CO(KO)102,29698,375-3,9216,7846,8770.82%+93
JPMORGAN CHASE & CO.(JPM)8,6488,750+1022,7282,8190.34%+92
AMGEN INC(AMGN)1,8971,89705356210.07%+86
CURTISS WRIGHT CORP(CW)10,20510,20505,5415,6260.67%+85
HASBRO INC(HAS)18,95018,550-4001,4371,5210.18%+84
INTUITIVE SURGICAL INC65765702943720.04%+78
AZENTA INC(AZTA)16,67516,67504795550.07%+76
EXPEDITORS INTL WASH INC(EXPD)2,6602,66003263960.05%+70
MCCORMICK & CO INC(MKC)74,21873,868-3504,9665,0310.60%+65
RTX CORPORATION(RTX)5,0794,967-1128509110.11%+61
CATERPILLAR INC(CAT)5,1764,416-7602,4702,5300.30%+60
DANAHER CORPORATION(DHR)1,9101,91003794370.05%+59
INVESCO QQQ TR500581+813003570.04%+57
GORMAN RUPP CO(GRC)67,25466,454-8003,1213,1730.38%+52
PARKER-HANNIFIN CORP(PH)37737702863310.04%+46
ASTRAZENECA PLC(AZN)2,8602,86002192630.03%+44
GE VERNOVA INC(GEV)1,0911,09106717130.09%+42
GILEAD SCIENCES INC(GILD)3,5633,56303954370.05%+42
BUSINESS FIRST BANCSHARES IN(BFST)16,50016,50003904310.05%+42
NEXTERA ENERGY INC(NEE)54,50851,758-2,7504,1154,1550.50%+40
CAPITAL ONE FINL CORP(COF)1,1501,15002442790.03%+34
ACCENTURE PLC IRELAND
SHS CLASS A
1,5741,57403884220.05%+34
SPDR GOLD TR(GLD)73873802622920.04%+30
VANGUARD INTL EQUITY INDEX F2,7282,952+2242182470.03%+29
GENERAL MLS INC(GIS)141,230153,759+12,5297,1217,1500.86%+29
WALMART INC(WMT)3,1943,19403293560.04%+27
WELLS FARGO CO NEW(WFC)2,7042,707+32272520.03%+26
CHUBB LIMITED
COM
82382302322570.03%+25
DEERE & CO(DE)2,9002,90001,3261,3500.16%+24
US BANCORP DEL(USB)64,12058,520-5,6003,0993,1230.37%+24
STANDEX INTL CORP(SXI)4,0004,00008488690.10%+22
STERIS PLC(STE)3,5143,51408708910.11%+21
BROADCOM INC(AVGO)1,3101,31004324530.05%+21
VISA INC(V)1,8231,82306226390.08%+17
INTEL CORP(INTC)8,8808,530-3502983150.04%+17
NORTHWEST NAT HLDG CO(NWN)13,15013,000-1505916080.07%+17
WISDOMTREE TR(WT)12,73312,73301,1081,1220.13%+13
CONOCOPHILLIPS(COP)6,8227,024+2026456580.08%+12
VANGUARD INDEX FDS1,2471,24705986080.07%+10
POWELL INDS INC(POWL)8,1007,775-3252,4692,4790.30%+10
3M CO(MMM)1,7131,717+42662750.03%+9
SYNOPSYS INC(SNPS)2,7222,872+1501,3431,3490.16%+6
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Rodgers Brothers Inc. — 13F Holdings — Q4 2025 | TickerTrail