Rodgers Brothers Inc.
Rodgers Brothers, Inc., headquartered in Pittsburgh, Pennsylvania, is an investment adviser and broker-dealer with over 40 years of experience. The firm provides tailored financial counsel and wealth management for individuals and institutional clients, focusing on asset growth and preservation. Rodgers Brothers specializes in personalized strategies and practices value investing, serving clients seeking dedicated professional management of their investments. The firm operates its advisory division under Monongahela Capital Management and has fewer than 25 employees.
Investment Strategy
Rodgers Brothers, Inc. practices value investing, seeking quality companies currently undervalued by the market. Their proprietary research enables an unbiased survey of the investing landscape, selecting individual equities or debt positions designed to align with the defined objectives of each client. Rodgers Brothers emphasizes personalized solutions and comprehensive wealth preservation, providing counsel and management focused on long-term financial security for individuals and institutions.
Top Holdings
Equity Positions (233)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 5.84% | $46.3M | 59,420 | $50.15 | $779.53 | -$3.2M |
C COHR | COHERENT CORP | 5.00% | $39.6M | 444,238 | $40.30 | $89.21 | +$10.9M |
A ABBV | ABBVIE INC | 3.08% | $24.4M | 131,456 | $67.33 | $185.62 | -$3.3M |
W WSM | WILLIAMS SONOMA INC | 2.97% | $23.6M | 144,265 | $49.99 | $163.37 | +$722.3K |
B BMI | BADGER METER INC | 2.68% | $21.3M | 86,861 | $30.42 | $244.95 | +$4.6M |