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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 $1,030,264,844
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coherent Corp.
 COHR 355,805 $140,354,398 13.62%
2.
Eli Lilly & Co
 LLY 55,538 $66,613,762 6.47%
3.
Williams Sonoma Inc
 WSM 139,653 $32,553,114 3.16%
4.
Abbvie Inc.
 ABBV 127,464 $32,075,040 3.11%
5.
Corning Inc
 GLW 97,001 $24,776,981 2.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.