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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 $751,097,191
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 59,910 $49,480,143 6.59%
2.
Coherent Corp.
 COHR 441,838 $28,692,960 3.82%
3.
Abbvie Inc.
 ABBV 132,124 $27,682,672 3.69%
4.
Williams Sonoma Inc
 WSM 144,505 $22,846,241 3.04%
5.
Procter & Gamble Co
 PG 121,141 $20,644,840 2.75%
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)