Rodgers Brothers Inc. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$792.5M

Holdings

237

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (237 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
59,420$46.3M5.84%
2
COHRCOHERENT CORP
444,238$39.6M5.00%
3
ABBVABBVIE INC
131,456$24.4M3.08%
4
WSMWILLIAMS SONOMA INC
144,265$23.6M2.97%
5
BMIBADGER METER INC
86,861$21.3M2.68%
6
MSFTMICROSOFT CORP
41,350$20.6M2.60%
7
ABTABBOTT LABS
143,592$19.5M2.46%
8
PGPROCTER AND GAMBLE CO
121,169$19.3M2.44%
9
EMREMERSON ELEC CO
143,625$19.1M2.42%
10
ROKROCKWELL AUTOMATION INC
47,999$15.9M2.01%
11
AXPAMERICAN EXPRESS CO
34,177$10.9M1.38%
12
MRKMERCK & CO INC
135,612$10.7M1.35%
13
JNJJOHNSON & JOHNSON
65,328$10.0M1.26%
14
CVXCHEVRON CORP NEW
66,292$9.5M1.20%
15
HUBBHUBBELL INC
22,893$9.3M1.18%
16
KMBKIMBERLY-CLARK CORP
72,011$9.3M1.17%
17
GISGENERAL MLS INC
176,770$9.2M1.16%
18
UNPUNION PAC CORP
39,157$9.0M1.14%
19
KLGWK KELLOGG CO
546,299$8.7M1.10%
20
DYHTARGET CORP
88,097$8.7M1.10%
21
IBMINTERNATIONAL BUSINESS MACHS
28,919$8.5M1.08%
22
AAPLAPPLE INC
40,494$8.3M1.05%
23
CLCOLGATE PALMOLIVE CO
87,422$7.9M1.00%
24
PSXPHILLIPS 66
65,913$7.9M0.99%
25
HSYHERSHEY CO
46,461$7.7M0.97%
26
MLKNMILLERKNOLL INC
392,216$7.6M0.96%
27
LWLAMB WESTON HLDGS INC
145,667$7.6M0.95%
28
NFGNATIONAL FUEL GAS CO
87,206$7.4M0.93%
29
PPGPPG INDS INC
63,832$7.3M0.92%
30
DISDISNEY WALT CO
58,388$7.2M0.91%
31
APDAIR PRODS & CHEMS INC
25,023$7.1M0.89%
32
CBRLCRACKER BARREL OLD CTRY STOR
109,570$6.7M0.84%
33
HOLXHOLOGIC INC
102,601$6.7M0.84%
34
EWEDWARDS LIFESCIENCES CORP
80,589$6.3M0.80%
35
MSAMSA SAFETY INC
36,201$6.1M0.77%
36
PEPPEPSICO INC
44,694$5.9M0.74%
37
ORIOLD REP INTL CORP
148,325$5.7M0.72%
38
MCXMCCORMICK & CO INC
75,094$5.7M0.72%
39
GLWCORNING INC
107,690$5.7M0.71%
40
OKEONEOK INC NEW
68,525$5.6M0.71%
41
HRBBLOCK H & R INC
99,900$5.5M0.69%
42
FFIVF5 INC
18,622$5.5M0.69%
43
LRCXLAM RESEARCH CORP
51,475$5.0M0.63%
44
METMETLIFE INC
62,249$5.0M0.63%
45
CWCURTISS WRIGHT CORP
10,205$5.0M0.63%
46
TXNTEXAS INSTRS INC
23,603$4.9M0.62%
47
FDXFEDEX CORP
21,157$4.8M0.61%
48
GPCGENUINE PARTS CO
38,704$4.7M0.59%
49
LNNLINDSAY CORP
30,980$4.5M0.56%
50
QCOMQUALCOMM INC
27,964$4.5M0.56%
51
ELLAUDER ESTEE COS INC
54,355$4.4M0.55%
52
XOMEXXON MOBIL CORP
39,660$4.3M0.54%
53
PAYXPAYCHEX INC
29,260$4.3M0.54%
54
WABWABTEC
20,321$4.3M0.54%
55
KOCOCA COLA CO
60,008$4.2M0.54%
56
HONHONEYWELL INTL INC
18,118$4.2M0.53%
57
AMZNAMAZON COM INC
18,306$4.0M0.51%
58
PKNREVVITY INC
41,196$4.0M0.50%
59
CLXCLOROX CO DEL
32,547$3.9M0.49%
60
NEENEXTERA ENERGY INC
55,608$3.9M0.49%
61
LOCOEL POLLO LOCO HLDGS INC
336,180$3.7M0.47%
62
ALCOALICO INC
113,100$3.7M0.47%
63
TMOTHERMO FISHER SCIENTIFIC INC
9,044$3.7M0.46%
64
BMYBRISTOL-MYERS SQUIBB CO
79,064$3.7M0.46%
65
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
46,865$3.7M0.46%
66
TRITHOMSON REUTERS CORP
17,148$3.4M0.44%
67
GOOGALPHABET INC
19,413$3.4M0.43%
68
UPSUNITED PARCEL SERVICE INC
34,041$3.4M0.43%
69
CMICUMMINS INC
10,482$3.4M0.43%
70
AKAMAKAMAI TECHNOLOGIES INC
41,294$3.3M0.42%
71
DRIDARDEN RESTAURANTS INC
14,992$3.3M0.41%
72
ADBEADOBE INC
8,290$3.2M0.40%
73
BACVERIZON COMMUNICATIONS INC
73,381$3.2M0.40%
74
NUENUCOR CORP
24,450$3.2M0.40%
75
SYYSYSCO CORP
40,314$3.1M0.39%
76
AMCRAMCOR PLC
322,452$3.0M0.37%
77
KVUEKENVUE INC
140,145$2.9M0.37%
78
PRUPRUDENTIAL FINL INC
27,137$2.9M0.37%
79
EDCONSOLIDATED EDISON INC
28,624$2.9M0.36%
80
7HPHP INC
115,650$2.8M0.36%
81
CWTCALIFORNIA WTR SVC GROUP
61,075$2.8M0.35%
82
ITWILLINOIS TOOL WKS INC
11,210$2.8M0.35%
83
DUKDUKE ENERGY CORP NEW
23,442$2.8M0.35%
84
HRLHORMEL FOODS CORP
90,550$2.7M0.35%
85
ZBHZIMMER BIOMET HOLDINGS INC
29,691$2.7M0.34%
86
OREALTY INCOME CORP
46,500$2.7M0.34%
87
GDGENERAL DYNAMICS CORP
9,016$2.6M0.33%
88
HTOH2O AMERICA
50,500$2.6M0.33%
89
PNCPNC FINL SVCS GROUP INC
13,525$2.5M0.32%
90
JPMJPMORGAN CHASE & CO.
8,685$2.5M0.32%
91
GRCGORMAN RUPP CO
67,499$2.5M0.31%
92
SJMSMUCKER J M CO
23,422$2.3M0.29%
93
FLOFLOWERS FOODS INC
143,450$2.3M0.29%
94
SPGIS&P GLOBAL INC
4,315$2.3M0.29%
95
EBAEBAY INC.
29,935$2.2M0.28%
96
KLICKULICKE & SOFFA INDS INC
62,150$2.1M0.27%
97
MCOMOODYS CORP
4,155$2.1M0.26%
98
BKBANK NEW YORK MELLON CORP
22,794$2.1M0.26%
99
RHIROBERT HALF INC.
50,100$2.1M0.26%
100
CATCATERPILLAR INC
5,176$2.0M0.25%
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