RODGERS BROTHERS INC.

PrivateCIK: 1397290
Location

HARMONY, PA

242
Positions
$865.52M
Total AUM (reported)
7.95M
Total Shares

Allocation by class

TOTAL AUM$865.52M242 positions
COM$780.87M90.2%
COM NEW$23.15M2.7%
CL A$21.42M2.5%
COM NON VTG$5.59M0.6%
CAP STK CL C$4.88M0.6%
ORD SHS$4.35M0.5%
CL B$3.08M0.4%

Portfolio Concentration

Top 319.5%4–1014.2%11–2518.1%Rest48.2%TOP 1033.7%0%100%
Top 3$168.60M19.5%
4–10$122.77M14.2%
11–25$156.98M18.1%
Rest$417.17M48.2%

Top 3 weight

19.5%

Top 10 weight

33.7%

Voting Authority Distribution

Total shares with voting rights: 7.95M

Sole

Full voting authority

7.94M

shares

% of voting shares99.9%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

8.91K

shares

% of voting shares0.1%

Investment Discretion (by position count)

Sole242
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings242
Rows:

COHERENT CORP

SOLE
COM
Shares374.65K
TypeSH
Market value$89.25M
10.31%
Sole
373.45K
Shared
0.00
None
1.20K

ELI LILLY & CO

SOLE
COM
Shares56.13K
TypeSH
Market value$51.63M
5.97%
Sole
55.98K
Shared
0.00
None
150.00

ABBVIE INC

SOLE
COM
Shares127.46K
TypeSH
Market value$27.72M
3.20%
Sole
127.26K
Shared
0.00
None
200.00

WILLIAMS SONOMA INC

SOLE
COM
Shares140K
TypeSH
Market value$25.53M
2.95%
Sole
140K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares138.05K
TypeSH
Market value$18.09M
2.09%
Sole
137.85K
Shared
0.00
None
200.00

PROCTER & GAMBLE CO

SOLE
COM
Shares118.85K
TypeSH
Market value$17.17M
1.98%
Sole
118.65K
Shared
0.00
None
200.00

ROCKWELL AUTOMATION INC

SOLE
COM
Shares45.84K
TypeSH
Market value$16.45M
1.90%
Sole
45.76K
Shared
0.00
None
80.00

JOHNSON & JOHNSON

SOLE
COM
Shares63.67K
TypeSH
Market value$15.56M
1.80%
Sole
63.37K
Shared
0.00
None
300.00

MICROSOFT CORP

SOLE
COM
Shares40.89K
TypeSH
Market value$15.14M
1.75%
Sole
40.89K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares144.50K
TypeSH
Market value$14.84M
1.71%
Sole
144.50K
Shared
0.00
None
0.00

CORNING INC

SOLE
COM
Shares103.55K
TypeSH
Market value$14.08M
1.63%
Sole
103.55K
Shared
0.00
None
0.00

BADGER METER INC

SOLE
COM
Shares89.23K
TypeSH
Market value$13.59M
1.57%
Sole
88.58K
Shared
0.00
None
650.00

TELEFLEX INCORPORATED

SOLE
COM
Shares108.33K
TypeSH
Market value$12.96M
1.50%
Sole
108.18K
Shared
0.00
None
150.00

MERCK & CO INC

SOLE
COM
Shares102.25K
TypeSH
Market value$12.30M
1.42%
Sole
102K
Shared
0.00
None
250.00

CHEVRON CORPORATION

SOLE
COM
Shares55.44K
TypeSH
Market value$11.47M
1.33%
Sole
55.44K
Shared
0.00
None
0.00

HUBBELL INC

SOLE
COM
Shares22.80K
TypeSH
Market value$11.19M
1.29%
Sole
22.80K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares49.10K
TypeSH
Market value$10.49M
1.21%
Sole
49.10K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares33.80K
TypeSH
Market value$10.22M
1.18%
Sole
33.80K
Shared
0.00
None
0.00

COLGATE PALMOLIVE CO

SOLE
COM
Shares112.05K
TypeSH
Market value$9.55M
1.10%
Sole
111.65K
Shared
0.00
None
400.00

APPLE INC

SOLE
COM
Shares37.08K
TypeSH
Market value$9.41M
1.09%
Sole
37.08K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares38.70K
TypeSH
Market value$9.39M
1.08%
Sole
38.70K
Shared
0.00
None
0.00

TARGET CORP

SOLE
COM
Shares75.62K
TypeSH
Market value$9.16M
1.06%
Sole
75.37K
Shared
0.00
None
250.00

NATIONAL FUEL GAS CO

SOLE
COM
Shares83.49K
TypeSH
Market value$7.84M
0.91%
Sole
83.49K
Shared
0.00
None
0.00

ONEOK INC NEW

SOLE
COM
Shares84.98K
TypeSH
Market value$7.68M
0.89%
Sole
84.63K
Shared
0.00
None
350.00

PHILLIPS 66

SOLE
COM
Shares41.95K
TypeSH
Market value$7.64M
0.88%
Sole
41.95K
Shared
0.00
None
0.00
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