Rodgers Brothers Inc.

data from 30/09/2025

Capitalization

$ 811.728 M 2.43 %

Average holding period

27 ans

Performance

$ 531.457 M 48 908.39 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Rodgers Brothers Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 COHR COHERENT CORP 5.83% 47.346 M $ 439529 2022/09/30 8.223 M $ 20.75 %
2025/09/30 LLY ELI LILLY & CO 5.53% 44.873 M $ 58811 2010/06/30 -982.212 K $ -2.12 %
2025/09/30 ABBV ABBVIE INC 3.68% 29.893 M $ 129106 2013/03/31 6.036 M $ 24.74 %
2025/09/30 WSM WILLIAMS SONOMA INC 3.37% 27.318 M $ 139770 2016/03/31 4.628 M $ 19.64 %
2025/09/30 MSFT MICROSOFT CORP 2.56% 20.786 M $ 40131 2010/06/30 849.329 K $ 4.13 %
2025/09/30 ABT ABBOTT LABS 2.34% 19.030 M $ 142080 2010/06/30 -297.235 K $ -1.52 %
2025/09/30 EMR EMERSON ELEC CO 2.29% 18.589 M $ 141704 2010/06/30 -308.793 K $ -1.61 %
2025/09/30 PG PROCTER AND GAMBLE CO 2.28% 18.523 M $ 120552 2010/06/30 -687.028 K $ -3.56 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 2.03% 16.495 M $ 47191 2012/12/31 833.262 K $ 5.23 %
2025/09/30 BMI BADGER METER INC 1.90% 15.404 M $ 86258 2010/06/30 -5.765 M $ -27.10 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.47% 11.928 M $ 64329 2010/06/30 2.134 M $ 21.39 %
2025/09/30 AXP AMERICAN EXPRESS CO 1.39% 11.308 M $ 34045 2010/06/30 450.452 K $ 4.13 %
2025/09/30 MRK MERCK & CO INC 1.38% 11.187 M $ 133286 2010/06/30 646.869 K $ 6.03 %
2025/09/30 AAPL APPLE INC 1.24% 10.069 M $ 39545 2012/03/31 2.003 M $ 24.11 %
2025/09/30 CVX CHEVRON CORP NEW 1.23% 10.018 M $ 64509 2010/06/30 802.133 K $ 8.45 %
2025/09/30 HUBB HUBBELL INC 1.21% 9.808 M $ 22794 2017/12/31 501.356 K $ 5.36 %
2025/09/30 KHC KRAFT HEINZ CO 1.18% 9.611 M $ 369089 2025/09/30 0.000 $ 0.00 %
2025/09/30 UNP UNION PAC CORP 1.13% 9.141 M $ 38674 2010/06/30 246.297 K $ 2.73 %
2025/09/30 KMB KIMBERLY-CLARK CORP 1.11% 9.041 M $ 72713 2010/06/30 -329.810 K $ -3.55 %
2025/09/30 PSX PHILLIPS 66 1.08% 8.802 M $ 64713 2012/06/30 1.102 M $ 14.02 %
2025/09/30 GLW CORNING INC 1.08% 8.771 M $ 106920 2011/06/30 3.170 M $ 55.98 %
2025/09/30 LW LAMB WESTON HLDGS INC 1.06% 8.594 M $ 147964 2024/06/30 907.505 K $ 12.02 %
2025/09/30 HSY HERSHEY CO 1.02% 8.308 M $ 44415 2010/06/30 980.327 K $ 12.71 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.99% 8.047 M $ 28521 2010/06/30 -364.957 K $ -4.28 %
2025/09/30 NFG NATIONAL FUEL GAS CO 0.98% 7.981 M $ 86398 2010/06/30 667.997 K $ 9.04 %
2025/09/30 TGT TARGET CORP 0.95% 7.687 M $ 85701 2014/12/31 -788.468 K $ -9.07 %
2025/09/30 MLKN MILLERKNOLL INC 0.93% 7.511 M $ 423396 2020/09/30 -658.922 K $ -8.65 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.88% 7.163 M $ 89605 2010/06/30 -958.145 K $ -12.06 %
2025/09/30 GIS GENERAL MLS INC 0.88% 7.121 M $ 141230 2010/06/30 -245.710 K $ -2.68 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.87% 7.048 M $ 25843 2010/06/30 -233.714 K $ -3.31 %
2025/09/30 PAYX PAYCHEX INC 0.85% 6.908 M $ 54500 2010/06/30 -547.162 K $ -12.86 %
2025/09/30 LRCX LAM RESEARCH CORP 0.85% 6.893 M $ 51475 2024/12/31 1.882 M $ 37.56 %
2025/09/30 KO COCA COLA CO 0.84% 6.784 M $ 102296 2010/06/30 -265.835 K $ -6.26 %
2025/09/30 DIS DISNEY WALT CO 0.80% 6.520 M $ 56943 2010/06/30 -555.269 K $ -7.67 %
2025/09/30 OKE ONEOK INC NEW 0.80% 6.507 M $ 89180 2015/03/31 -593.426 K $ -10.61 %
2025/09/30 HOLX HOLOGIC INC 0.79% 6.409 M $ 94955 2018/12/31 239.060 K $ 3.58 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.77% 6.267 M $ 80589 2013/06/30 -35.459 K $ -0.56 %
2025/09/30 MSA MSA SAFETY INC 0.76% 6.207 M $ 36073 2014/03/31 164.352 K $ 2.71 %
2025/09/30 PEP PEPSICO INC 0.74% 6.034 M $ 42966 2010/06/30 375.429 K $ 6.36 %
2025/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.74% 6.002 M $ 89490 2021/03/31 -513.640 K $ -14.05 %
2025/09/30 FFIV F5 INC 0.74% 5.970 M $ 18472 2013/06/30 537.617 K $ 9.81 %
2025/09/30 CW CURTISS WRIGHT CORP 0.68% 5.541 M $ 10205 2020/12/31 555.049 K $ 11.13 %
2025/09/30 PPG PPG INDS INC 0.64% 5.209 M $ 49562 2010/06/30 -551.508 K $ -7.60 %
2025/09/30 GPC GENUINE PARTS CO 0.64% 5.170 M $ 37304 2010/06/30 669.192 K $ 14.25 %
2025/09/30 MET METLIFE INC 0.63% 5.111 M $ 62049 2016/06/30 121.385 K $ 2.42 %
2025/09/30 HRB BLOCK H & R INC 0.62% 5.039 M $ 99650 2021/06/30 -431.568 K $ -7.87 %
2025/09/30 MKC MCCORMICK & CO INC 0.61% 4.966 M $ 74218 2010/06/30 -669.087 K $ -11.75 %
2025/09/30 FDX FEDEX CORP 0.61% 4.965 M $ 21057 2010/06/30 179.834 K $ 3.74 %
2025/09/30 CBRL CRACKER BARREL OLD CTRY STOR 0.56% 4.581 M $ 103970 2019/12/31 -1.865 M $ -27.87 %
2025/09/30 EL LAUDER ESTEE COS INC 0.56% 4.526 M $ 51359 2024/09/30 397.878 K $ 9.06 %
2025/09/30 TXN TEXAS INSTRS INC 0.54% 4.348 M $ 23663 2018/12/31 -563.875 K $ -11.51 %
2025/09/30 GOOG ALPHABET INC 0.53% 4.326 M $ 17763 2019/06/30 1.284 M $ 37.30 %
2025/09/30 CMI CUMMINS INC 0.53% 4.314 M $ 10213 2015/12/31 994.427 K $ 28.97 %
2025/09/30 QCOM QUALCOMM INC 0.53% 4.303 M $ 25864 2018/06/30 198.544 K $ 4.46 %
2025/09/30 XOM EXXON MOBIL CORP 0.51% 4.153 M $ 36835 2010/06/30 196.317 K $ 4.59 %
2025/09/30 NEE NEXTERA ENERGY INC 0.51% 4.115 M $ 54508 2013/09/30 337.540 K $ 8.74 %
2025/09/30 CLX CLOROX CO DEL 0.50% 4.079 M $ 33082 2010/06/30 105.126 K $ 2.69 %
2025/09/30 WAB WABTEC 0.50% 4.044 M $ 20171 2021/03/31 -180.450 K $ -4.24 %
2025/09/30 ALCO ALICO INC 0.48% 3.920 M $ 113101 2021/03/31 223.937 K $ 6.06 %
2025/09/30 REVVITY INC 0.48% 3.915 M $ 44661 2017/03/31 -373.647 K $ -9.38 %
2025/09/30 AMZN AMAZON COM INC 0.48% 3.888 M $ 17706 2019/06/30 3.295 K $ 0.08 %
2025/09/30 LNN LINDSAY CORP 0.46% 3.743 M $ 26630 2023/03/31 -114.316 K $ -2.56 %
2025/09/30 HON HONEYWELL INTL INC 0.46% 3.703 M $ 17593 2010/06/30 -405.480 K $ -9.61 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.44% 3.551 M $ 78727 2018/06/30 -94.086 K $ -2.57 %
2025/09/30 LOCO EL POLLO LOCO HLDGS INC 0.41% 3.348 M $ 345150 2015/06/30 -440.395 K $ -11.90 %
2025/09/30 SYY SYSCO CORP 0.39% 3.192 M $ 38764 2016/03/31 266.072 K $ 8.71 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.39% 3.170 M $ 72127 2010/06/30 49.899 K $ 1.57 %
2025/09/30 AKAM AKAMAI TECHNOLOGIES INC 0.38% 3.123 M $ 41219 2023/06/30 -165.176 K $ -5.02 %
2025/09/30 GRC GORMAN RUPP CO 0.38% 3.121 M $ 67254 2018/06/30 654.065 K $ 26.39 %
2025/09/30 NUE NUCOR CORP 0.38% 3.108 M $ 22950 2025/03/31 144.010 K $ 4.55 %
2025/09/30 USB US BANCORP DEL 0.38% 3.099 M $ 64120 2025/09/30 0.000 $ 0.00 %
2025/09/30 DRI DARDEN RESTAURANTS INC 0.38% 3.086 M $ 16212 2016/12/31 -413.929 K $ -12.67 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.37% 3.022 M $ 8861 2013/12/31 444.849 K $ 16.92 %
2025/09/30 ORI OLD REP INTL CORP 0.37% 2.992 M $ 70450 2014/03/31 597.749 K $ 10.48 %
2025/09/30 ADBE ADOBE INC 0.36% 2.910 M $ 8250 2018/03/31 -282.937 K $ -8.82 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.35% 2.825 M $ 10835 2011/12/31 151.447 K $ 5.46 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.34% 2.764 M $ 11711 2021/06/30 1.097 M $ 63.56 %
2025/09/30 ACI ALBERTSONS COS INC 0.34% 2.758 M $ 157500 2025/09/30 0.000 $ 0.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.34% 2.728 M $ 8648 2012/03/31 221.641 K $ 8.80 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.34% 2.727 M $ 27124 2025/06/30 4.866 K $ 0.17 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.33% 2.699 M $ 13431 2010/06/30 196.247 K $ 7.78 %
2025/09/30 CNA CNA FINL CORP 0.33% 2.695 M $ 58000 2025/03/31 -1.120 K $ -0.15 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.33% 2.672 M $ 21592 2016/03/31 134.791 K $ 4.87 %
2025/09/30 CWT CALIFORNIA WTR SVC GROUP 0.33% 2.651 M $ 57775 2025/06/30 25.040 K $ 0.90 %
2025/09/30 O REALTY INCOME CORP 0.33% 2.650 M $ 43600 2023/09/30 147.870 K $ 5.52 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.32% 2.616 M $ 31323 2023/06/30 -592.653 K $ -17.25 %
2025/09/30 TRI THOMSON REUTERS CORP 0.32% 2.584 M $ 16636 2023/06/30 -785.378 K $ -22.77 %
2025/09/30 BDX BECTON DICKINSON & CO 0.32% 2.566 M $ 13710 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMCR AMCOR PLC 0.31% 2.531 M $ 309406 2019/06/30 -325.676 K $ -10.99 %
2025/09/30 KLIC KULICKE & SOFFA INDS INC 0.31% 2.526 M $ 62150 2023/09/30 375.385 K $ 17.46 %
2025/09/30 SJM SMUCKER J M CO 0.31% 2.512 M $ 23129 2010/06/30 243.588 K $ 10.59 %
2025/09/30 EBAY EBAY INC. 0.31% 2.491 M $ 27385 2023/12/31 493.628 K $ 22.15 %
2025/09/30 CAT CATERPILLAR INC 0.30% 2.470 M $ 5176 2019/06/30 460.353 K $ 22.91 %
2025/09/30 POWL POWELL INDS INC 0.30% 2.469 M $ 8100 2021/06/30 787.906 K $ 44.84 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.30% 2.431 M $ 22312 2013/09/30 406.872 K $ 19.59 %
2025/09/30 H2O AMERICA 0.29% 2.325 M $ 47750 2025/06/30 -165.134 K $ -6.29 %
2025/09/30 NEM NEWMONT CORP 0.27% 2.211 M $ 26224 2010/06/30 743.050 K $ 44.71 %
2025/09/30 ZBH ZIMMER BIOMET HOLDINGS INC 0.27% 2.178 M $ 22116 2021/12/31 216.447 K $ 7.99 %
2025/09/30 TJX TJX COS INC NEW 0.26% 2.130 M $ 14734 2023/06/30 310.150 K $ 17.05 %
2025/09/30 HP HELMERICH & PAYNE INC 0.26% 2.127 M $ 96275 2025/03/31 724.358 K $ 45.71 %