Rodgers Brothers Inc.
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$865.5M
Holdings
242
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$COHR
COHERENT CORP
Q4 2025: Exited (was 439.5k shares)
10.3%
02
$LLY
ELI LILLY & CO
Q4 2025: Exited (was 58.8k shares)
6.0%
03
$ABBV
ABBVIE INC
Q4 2025: Exited (was 129.1k shares)
3.2%
04
$WSM
WILLIAMS SONOMA INC
Q4 2025: Exited (was 139.8k shares)
2.9%
05
$EMR
EMERSON ELEC CO
Q4 2025: Exited (was 141.7k shares)
2.1%
06
$PG
PROCTER & GAMBLE CO
Q4 2025: Exited (was 120.6k shares)
2.0%
07
$ROK
ROCKWELL AUTOMATION INC
Q4 2025: Exited (was 47.2k shares)
1.9%
08
$JNJ
JOHNSON & JOHNSON
Q4 2025: Exited (was 64.3k shares)
1.8%
09
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 40.1k shares)
1.7%
10
$ABT
ABBOTT LABORATORIES
Q4 2025: Exited (was 142.1k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.