Sign in

You're signed outSign in or to get full access.

Rodgers Brothers Inc.

CIK:0001397290
Investment Adviser
$5M AUM
237 holdings
Pittsburgh, PA, United States
Founded:1980
20 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Rodgers Brothers Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 233 equity positions with a total 13F market value of $792M. The fund increased holdings in Coherent Corp., Microsoft Corp., Millerknoll Inc. among other positions. Rodgers Brothers Inc. reduced exposure to Coca Cola Co., Abbvie Inc., Eversource Energy among others.

Top Buys
C
COHRCOHERENT CORP
+$10.9M
M
MSFTMICROSOFT CORP
+$4.7M
M
MLKNMILLERKNOLL INC
+$4.6M
B
BMIBADGER METER INC
+$4.6M
R
ROKROCKWELL AUTOMATION INC
+$3.9M
Top Sells
K
KOCOCA COLA CO
-$4.3M
A
ABBVABBVIE INC
-$3.3M
E
ESEVERSOURCE ENERGY
-$3.2M
E
EVRGEVERGY INC
-$3.2M
L
LLYELI LILLY & CO
-$3.2M

Top Holdings

L
LLYELI LILLY & CO
+5.8%$46.3M
C
COHRCOHERENT CORP
+5.0%$39.6M
A
ABBVABBVIE INC
+3.1%$24.4M
W
WSMWILLIAMS SONOMA INC
+3.0%$23.6M
B
BMIBADGER METER INC
+2.7%$21.3M

Equity Positions (233)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ELI LILLY & CO5.84%$46.3M59,420$50.15$779.53-$3.2M
COHERENT CORP5.00%$39.6M444,238$40.30$89.21+$10.9M
ABBVIE INC3.08%$24.4M131,456$67.33$185.62-$3.3M
WILLIAMS SONOMA INC2.97%$23.6M144,265$49.99$163.37+$722.3K
BADGER METER INC2.68%$21.3M86,861$30.42$244.95+$4.6M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+15.0%
OPTICAL INSTRUMENTS & LENSES
+5.8%
RETAIL-HOME FURNITURE, FURNISHINGS & EQUIPMENT STORES
+3.4%
SERVICES-PREPACKAGED SOFTWARE
+3.4%
PETROLEUM REFINING
+3.3%