Rodgers Brothers Inc. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$751.1M

Holdings

234

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (234 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
59,910$49.5M6.59%
2
COHRCOHERENT CORP
441,838$28.7M3.82%
3
ABBVABBVIE INC
132,124$27.7M3.69%
4
WSMWILLIAMS SONOMA INC
144,505$22.8M3.04%
5
PGPROCTER AND GAMBLE CO
121,141$20.6M2.75%
6
ABTABBOTT LABS
144,090$19.1M2.54%
7
BMIBADGER METER INC
87,711$16.7M2.22%
8
MSFTMICROSOFT CORP
42,149$15.8M2.11%
9
EMREMERSON ELEC CO
143,398$15.7M2.09%
10
ROKROCKWELL AUTOMATION INC
46,426$12.0M1.60%
11
MRKMERCK & CO INC
132,635$11.9M1.59%
12
CVXCHEVRON CORP NEW
66,513$11.1M1.48%
13
KLGWK KELLOGG CO
548,275$10.9M1.45%
14
JNJJOHNSON & JOHNSON
65,579$10.9M1.45%
15
GISGENERAL MLS INC
176,338$10.5M1.40%
16
KMBKIMBERLY-CLARK CORP
72,681$10.3M1.38%
17
UNPUNION PAC CORP
39,357$9.3M1.24%
18
AXPAMERICAN EXPRESS CO
34,177$9.2M1.22%
19
AAPLAPPLE INC
40,494$9.0M1.20%
20
DYHTARGET CORP
84,801$8.8M1.18%
21
KOCOCA COLA CO
118,815$8.5M1.13%
22
CLCOLGATE PALMOLIVE CO
87,709$8.2M1.09%
23
PSXPHILLIPS 66
66,513$8.2M1.09%
24
LWLAMB WESTON HLDGS INC
144,987$7.7M1.03%
25
IBMINTERNATIONAL BUSINESS MACHS
30,592$7.6M1.01%
26
PPGPPG INDS INC
68,828$7.5M1.00%
27
HUBBHUBBELL INC
22,178$7.3M0.98%
28
NFGNATIONAL FUEL GAS CO
90,976$7.2M0.96%
29
OKEONEOK INC NEW
68,525$6.8M0.91%
30
HOLXHOLOGIC INC
104,446$6.5M0.86%
31
MCXMCCORMICK & CO INC
76,644$6.3M0.84%
32
PEPPEPSICO INC
41,840$6.3M0.84%
33
HSYHERSHEY CO
36,681$6.3M0.84%
34
HRBBLOCK H & R INC
109,900$6.0M0.80%
35
EWEDWARDS LIFESCIENCES CORP
80,839$5.9M0.78%
36
BACVERIZON COMMUNICATIONS INC
119,820$5.4M0.72%
37
GDGENERAL DYNAMICS CORP
19,491$5.3M0.71%
38
MSAMSA SAFETY INC
35,840$5.3M0.70%
39
FDXFEDEX CORP
21,182$5.2M0.69%
40
FFIVF5 INC
18,622$5.0M0.66%
41
METMETLIFE INC
61,729$5.0M0.66%
42
GLWCORNING INC
108,190$5.0M0.66%
43
CLXCLOROX CO DEL
32,819$4.8M0.64%
44
BMYBRISTOL-MYERS SQUIBB CO
79,052$4.8M0.64%
45
XOMEXXON MOBIL CORP
39,660$4.7M0.63%
46
GPCGENUINE PARTS CO
38,954$4.6M0.62%
47
APDAIR PRODS & CHEMS INC
15,698$4.6M0.62%
48
PAYXPAYCHEX INC
29,435$4.5M0.60%
49
LNNLINDSAY CORP
35,850$4.5M0.60%
50
QCOMQUALCOMM INC
27,964$4.3M0.57%
51
TXNTEXAS INSTRS INC
23,603$4.2M0.56%
52
PKNREVVITY INC
39,721$4.2M0.56%
53
ELLAUDER ESTEE COS INC
62,300$4.1M0.55%
54
CBRLCRACKER BARREL OLD CTRY STOR
102,950$4.0M0.53%
55
NEENEXTERA ENERGY INC
55,871$4.0M0.53%
56
ZBHZIMMER BIOMET HOLDINGS INC
34,341$3.9M0.52%
57
HONHONEYWELL INTL INC
18,171$3.8M0.51%
58
LRCXLAM RESEARCH CORP
51,400$3.7M0.50%
59
WABWABTEC
20,324$3.7M0.49%
60
DEODIAGEO PLC
33,349$3.5M0.47%
61
AMZNAMAZON COM INC
18,306$3.5M0.46%
62
DISDISNEY WALT CO
35,163$3.5M0.46%
63
HRLHORMEL FOODS CORP
107,900$3.3M0.44%
64
CWCURTISS WRIGHT CORP
10,515$3.3M0.44%
65
KVUEKENVUE INC
137,927$3.3M0.44%
66
CMICUMMINS INC
10,487$3.3M0.44%
67
AKAMAKAMAI TECHNOLOGIES INC
39,644$3.2M0.42%
68
DRIDARDEN RESTAURANTS INC
15,242$3.2M0.42%
69
ESEVERSOURCE ENERGY
50,948$3.2M0.42%
70
EVRGEVERGY INC
45,881$3.2M0.42%
71
AMCRAMCOR PLC
321,406$3.1M0.41%
72
BMOBANK MONTREAL QUE
31,900$3.0M0.41%
73
GOOGALPHABET INC
19,413$3.0M0.40%
74
MLKNMILLERKNOLL INC
158,134$3.0M0.40%
75
TRITHOMSON REUTERS CORP
17,148$3.0M0.39%
76
NUENUCOR CORP
24,450$2.9M0.39%
77
SYYSYSCO CORP
39,114$2.9M0.39%
78
DUKDUKE ENERGY CORP NEW
23,442$2.9M0.38%
79
ORIOLD REP INTL CORP
71,250$2.8M0.37%
80
SJMSMUCKER J M CO
23,457$2.8M0.37%
81
WTRGESSENTIAL UTILS INC
69,713$2.8M0.37%
82
UPSUNITED PARCEL SERVICE INC
24,985$2.7M0.37%
83
RHIROBERT HALF INC.
50,100$2.7M0.36%
84
HPHELMERICH & PAYNE INC
103,475$2.7M0.36%
85
NSZNETSCOUT SYS INC
124,200$2.6M0.35%
86
LOCOEL POLLO LOCO HLDGS INC
249,550$2.6M0.34%
87
ADBEADOBE INC
6,690$2.6M0.34%
88
WECWEC ENERGY GROUP INC
22,894$2.5M0.33%
89
ALCOALICO INC
82,149$2.5M0.33%
90
PNCPNC FINL SVCS GROUP INC
13,519$2.4M0.32%
91
GRCGORMAN RUPP CO
67,499$2.4M0.32%
92
STXSEAGATE TECHNOLOGY HLDNGS PL
26,346$2.2M0.30%
93
SPGIS&P GLOBAL INC
4,315$2.2M0.29%
94
KLICKULICKE & SOFFA INDS INC
65,625$2.2M0.29%
95
JPMJPMORGAN CHASE & CO.
8,685$2.1M0.28%
96
EBAEBAY INC.
30,085$2.0M0.27%
97
BKBANK NEW YORK MELLON CORP
23,675$2.0M0.26%
98
MCOMOODYS CORP
4,153$1.9M0.26%
99
TFXTELEFLEX INCORPORATED
13,615$1.9M0.25%
100
FBINFORTUNE BRANDS INNOVATIONS I
30,503$1.9M0.25%
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