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Home > Institutional Investor > Rodgers Brothers Inc. > Profile

Instuitional Investor - Rodgers Brothers Inc.

Fund Profile
Filing Period:
Fund Name: Rodgers Brothers Inc.
Portfolio Value $792,458,768
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 59,420 $46,319,555 5.85%
2.
Coherent Corp.
 COHR 444,238 $39,630,472 5%
3.
Abbvie Inc.
 ABBV 131,456 $24,400,787 3.08%
4.
Williams Sonoma Inc
 WSM 144,265 $23,568,573 2.97%
5.
Badger Meter Inc
 BMI 86,861 $21,276,716 2.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)