MondegarAI
Rodgers Brothers Inc.

Q4 2025 · 13F-HR

Rodgers Brothers Inc.holdings as filed

Filed 2026-02-13 · accession 0001172661-26-000764

$835.4M
Reported value
238
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · Rodgers Brothers Inc. · Q4 2025

AI · grounded in 13F

Rodgers Brothers Inc. closed its position in Helmerich & Payne Inc. HP, exiting the holding by $2.1M. The fund established new positions in Novo Nordisk A S NVO for $2.4M and Sprouts FMRS MKT Inc SFM for $2.2M. Additionally, the fund increased its stake in Teleflex Incorporated TFX by 359.5%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
19247G107COHRCOHERENT CORP$71.0M8.50%384,732CommonSOLE
532457108LLYELI LILLY & CO$61.2M7.33%56,944CommonSOLE
00287Y109ABBVABBVIE INC$29.0M3.47%126,972CommonSOLE
969904101WSMWILLIAMS SONOMA INC$25.3M3.03%141,775CommonSOLE
594918104MSFTMICROSOFT CORP$18.9M2.26%39,028CommonSOLE
291011104EMREMERSON ELEC CO$18.4M2.20%138,451CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$18.1M2.16%46,447CommonSOLE
002824100ABTABBOTT LABS$17.8M2.13%141,742CommonSOLE
742718109PGPROCTER AND GAMBLE CO$17.0M2.04%118,749CommonSOLE
056525108BMIBADGER METER INC$14.9M1.78%85,437CommonSOLE
58933Y105MRKMERCK & CO INC$13.7M1.64%130,316CommonSOLE
478160104JNJJOHNSON & JOHNSON$13.3M1.59%64,264CommonSOLE
025816109AXPAMERICAN EXPRESS CO$12.5M1.50%33,870CommonSOLE
037833100AAPLAPPLE INC$10.3M1.24%38,000CommonSOLE
443510607HUBBHUBBELL INC$10.1M1.21%22,795CommonSOLE
166764100CVXCHEVRON CORP NEW$9.6M1.15%63,028CommonSOLE
219350105GLWCORNING INC$9.3M1.11%106,270CommonSOLE
907818108UNPUNION PAC CORP$9.0M1.08%38,899CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$8.9M1.07%113,067CommonSOLE
512807306LRCXLAM RESEARCH CORP$8.6M1.03%50,200CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.5M1.02%28,657CommonSOLE
879369106TFXTELEFLEX INCORPORATED$8.3M1.00%68,306CommonSOLE
427866108HSYHERSHEY CO$8.0M0.96%44,169CommonSOLE
718546104PSXPHILLIPS 66$8.0M0.96%62,238CommonSOLE
500754106KHCKRAFT HEINZ CO$8.0M0.96%329,232CommonSOLE
600544100MLKNMILLERKNOLL INC$7.9M0.95%432,583CommonSOLE
87612E106TGTTARGET CORP$7.5M0.90%77,213CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$7.3M0.87%72,330CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$7.2M0.86%86,840CommonSOLE
370334104GISGENERAL MLS INC$7.1M0.86%153,759CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$6.9M0.82%80,839CommonSOLE
191216100KOCOCA COLA CO$6.9M0.82%98,375CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$6.8M0.82%85,464CommonSOLE
513272104LWLAMB WESTON HLDGS INC$6.5M0.78%154,644CommonSOLE
682680103OKEONEOK INC NEW$6.4M0.77%87,555CommonSOLE
254687106DISDISNEY WALT CO$6.2M0.74%54,693CommonSOLE
31428X106FDXFEDEX CORP$6.0M0.71%20,607CommonSOLE
553498106MSAMSA SAFETY INC$5.9M0.71%37,041CommonSOLE
713448108PEPPEPSICO INC$5.8M0.69%40,327CommonSOLE
535555106LNNLINDSAY CORP$5.7M0.69%48,730CommonSOLE
231561101CWCURTISS WRIGHT CORP$5.6M0.67%10,205CommonSOLE
02079K107GOOGALPHABET INC$5.5M0.66%17,613CommonSOLE
009158106APDAIR PRODS & CHEMS INC$5.2M0.63%21,253CommonSOLE
231021106CMICUMMINS INC$5.2M0.62%10,193CommonSOLE
518439104ELLAUDER ESTEE COS INC$5.1M0.61%48,992CommonSOLE
579780206MKCMCCORMICK & CO INC$5.0M0.60%73,868CommonSOLE
59156R108METMETLIFE INC$4.9M0.58%61,724CommonSOLE
693506107PPGPPG INDS INC$4.9M0.58%47,418CommonSOLE
315616102FFIVF5 INC$4.8M0.58%18,926CommonSOLE
704326107PAYXPAYCHEX INC$4.7M0.57%42,107CommonSOLE
093671105HRBBLOCK H & R INC$4.3M0.52%99,400CommonSOLE
714046109RVTYREVVITY INC$4.3M0.52%44,561CommonSOLE
929740108WABWABTEC$4.3M0.52%20,169CommonSOLE
372460105GPCGENUINE PARTS CO$4.3M0.52%35,004CommonSOLE
882508104TXNTEXAS INSTRS INC$4.3M0.51%24,788CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.2M0.50%77,540CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.2M0.50%51,758CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$4.2M0.50%47,619CommonSOLE
30231G102XOMEXXON MOBIL CORP$4.1M0.49%34,195CommonSOLE
016230104ALCOALICO INC$4.1M0.49%112,352CommonSOLE
747525103QCOMQUALCOMM INC$4.1M0.49%23,831CommonSOLE
023135106AMZNAMAZON COM INC$3.8M0.46%16,556CommonSOLE
268603107LOCOEL POLLO LOCO HLDGS INC$3.7M0.45%357,075CommonSOLE
438516106HONHONEYWELL INTL INC$3.4M0.41%17,513CommonSOLE
670346105NUENUCOR CORP$3.4M0.41%20,850CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.2M0.39%11,711CommonSOLE
680223104ORIOLD REP INTL CORP$3.2M0.38%70,300CommonSOLE
383082104GRCGORMAN RUPP CO$3.2M0.38%66,454CommonSOLE
902973304USBUS BANCORP DEL$3.1M0.37%58,520CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$3.0M0.36%16,487CommonSOLE
369550108GDGENERAL DYNAMICS CORP$3.0M0.36%8,861CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.9M0.35%71,919CommonSOLE
189054109CLXCLOROX CO DEL$2.9M0.35%28,971CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.8M0.34%8,750CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.8M0.34%13,437CommonSOLE
29530P102ERIEERIE INDTY CO$2.6M0.32%9,221CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.6M0.31%22,329CommonSOLE
871829107SYYSYSCO CORP$2.6M0.31%34,814CommonSOLE
651639106NEMNEWMONT CORP$2.5M0.30%25,464CommonSOLE
149123101CATCATERPILLAR INC$2.5M0.30%4,416CommonSOLE
209115104EDCONSOLIDATED EDISON INC$2.5M0.30%25,274CommonSOLE
126117100CNACNA FINL CORP$2.5M0.30%52,300CommonSOLE
00724F101ADBEADOBE INC$2.5M0.30%7,105CommonSOLE
739128106POWLPOWELL INDS INC$2.5M0.30%7,775CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.5M0.29%9,985CommonSOLE
075887109BDXBECTON DICKINSON & CO$2.4M0.29%12,613CommonSOLE
756109104OREALTY INCOME CORP$2.4M0.29%43,000CommonSOLE
013091103ACIALBERTSONS COS INC$2.4M0.29%141,100CommonSOLE
670100205NVONOVO-NORDISK A S$2.4M0.29%47,350CommonSOLE
278642103EBAYEBAY INC.$2.4M0.29%27,385CommonSOLE
872540109TJXTJX COS INC NEW$2.3M0.27%14,734CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$2.3M0.27%52,175CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.3M0.27%4,315CommonSOLE
832696405SJMSMUCKER J M CO$2.3M0.27%23,038CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$2.2M0.27%27,915CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$2.2M0.26%16,636CommonSOLE
64115T104NTCTNETSCOUT SYS INC$2.2M0.26%79,775CommonSOLE
615369105MCOMOODYS CORP$2.1M0.25%4,161CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$2.1M0.25%17,878CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.0M0.24%20,329CommonSOLE
501242101KLICKULICKE & SOFFA INDS INC$1.9M0.23%42,150CommonSOLE
031100100AMEAMETEK INC$1.9M0.23%9,250CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.8M0.22%17,374CommonSOLE
876030107TPRTAPESTRY INC$1.8M0.21%13,985CommonSOLE
17275R102CSCOCISCO SYS INC$1.8M0.21%22,994CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$1.7M0.21%19,116CommonSOLE
369604301GEGE AEROSPACE$1.7M0.20%5,521CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$1.6M0.20%8,267CommonSOLE
418056107HASHASBRO INC$1.5M0.18%18,550CommonSOLE
980745103WWDWOODWARD INC$1.4M0.17%4,760CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$1.4M0.17%56,545CommonSOLE
25746U109DDOMINION ENERGY INC$1.4M0.17%24,215CommonSOLE
02079K305GOOGLALPHABET INC$1.4M0.17%4,475CommonSOLE
G0250X107AMCRAMCOR PLC$1.4M0.16%164,659CommonSOLE
244199105DEDEERE & CO$1.4M0.16%2,900CommonSOLE
871607107SNPSSYNOPSYS INC$1.3M0.16%2,872CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.15%2,503CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$1.2M0.15%7,725CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$1.2M0.14%24,080CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.2M0.14%7,363CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.2M0.14%6,350CommonSOLE
904767803ULUNILEVER PLC$1.2M0.14%17,737CommonSOLE
784305104HTOH2O AMERICA$1.1M0.14%23,250CommonSOLE
97717W307DLNWISDOMTREE TR$1.1M0.13%12,733CommonSOLE
49177J102KVUEKENVUE INC$1.1M0.13%63,668CommonSOLE
56585A102MPCMARATHON PETE CORP$1.1M0.13%6,550CommonSOLE
780087102RYROYAL BK CDA$1.0M0.12%6,050CommonSOLE
974637100WGOWINNEBAGO INDS INC$1.0M0.12%25,100CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.0M0.12%3,509CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$1.0M0.12%3,875CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$1.0M0.12%26,163CommonSOLE
780259305SHELSHELL PLC$982,7950.12%13,375CommonSOLE
07725L102ONCBEONE MEDICINES LTD$966,4200.12%3,181CommonSOLE
609207105MDLZMONDELEZ INTL INC$964,0950.12%17,910CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$932,3350.11%1,609CommonSOLE
440452100HRLHORMEL FOODS CORP$911,2650.11%38,450CommonSOLE
75513E101RTXRTX CORPORATION$910,8580.11%4,967CommonSOLE
69351T106PPLPPL CORP$907,6190.11%25,917CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$905,3500.11%19,000CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$898,6590.11%1,858CommonSOLE
G8473T100STESTERIS PLC$890,8690.11%3,514CommonSOLE
25243Q205DEODIAGEO PLC$880,2990.11%10,204CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$877,5660.11%13,665CommonSOLE
854231107SXISTANDEX INTL CORP$869,1200.10%4,000CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$863,8680.10%1,515CommonSOLE
717081103PFEPFIZER INC$840,1540.10%33,741CommonSOLE
126408103CSXCSX CORP$826,5000.10%22,800CommonSOLE
314211103FHIFEDERATED HERMES INC$810,9900.10%15,575CommonSOLE
896239100TRMBTRIMBLE INC$791,3350.09%10,100CommonSOLE
343498101FLOFLOWERS FOODS INC$778,4640.09%71,550CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.09%1CommonSOLE
217204106CPRTCOPART INC$751,8370.09%19,204CommonSOLE
437076102HDHOME DEPOT INC$737,0620.09%2,142CommonSOLE
842587107SOSOUTHERN CO$727,5100.09%8,343CommonSOLE
30303M102METAMETA PLATFORMS INC$724,7790.09%1,098CommonSOLE
36828A101GEVGE VERNOVA INC$713,0850.09%1,091CommonSOLE
038222105AMATAPPLIED MATLS INC$705,4380.08%2,745CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$690,9200.08%2,686CommonSOLE
20825C104COPCONOCOPHILLIPS$657,5440.08%7,024CommonSOLE
571903202MARMARRIOTT INTL INC NEW$654,6060.08%2,110CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$649,1380.08%1,271CommonSOLE
256163106DOCUDOCUSIGN INC$648,0900.08%9,475CommonSOLE
92826C839VVISA INC$639,3440.08%1,823CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$631,8080.08%22,670CommonSOLE
855244109SBUXSTARBUCKS CORP$627,4190.08%7,451CommonSOLE
770323103RHIROBERT HALF INC.$626,7170.08%23,075CommonSOLE
G29183103ETNEATON CORP PLC$622,3690.07%1,954CommonSOLE
031162100AMGNAMGEN INC$620,9070.07%1,897CommonSOLE
922908736VUGVANGUARD INDEX FDS$608,3610.07%1,247CommonSOLE
66765N105NWNNORTHWEST NAT HLDG CO$607,6200.07%13,000CommonSOLE
464287457SHYISHARES TR$596,3040.07%7,200CommonSOLE
309627107FMNBFARMERS NATIONAL BANC CORP$589,0770.07%44,225CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$584,3880.07%3,150CommonSOLE
02209S103MOALTRIA GROUP INC$581,5590.07%10,086CommonSOLE
988498101YUMYUM BRANDS INC$563,8210.07%3,727CommonSOLE
114340102AZTAAZENTA INC$554,6110.07%16,675CommonSOLE
580135101MCDMCDONALDS CORP$525,3780.06%1,719CommonSOLE
436440101HO1HOLOGIC INC$521,4300.06%7,000CommonSOLE
125269100CFCF INDS HLDGS INC$503,4830.06%6,510CommonSOLE
833034101SNASNAP ON INC$478,9940.06%1,390CommonSOLE
890516107TRTOOTSIE ROLL INDS INC$462,1240.06%12,616CommonSOLE
68389X105ORCLORACLE CORP$460,7670.06%2,364CommonSOLE
608190104MHKMOHAWK INDS INC$460,7000.06%4,215CommonSOLE
910571108UGUNITED GUARDIAN INC$454,9160.05%73,850CommonSOLE
11135F101AVGOBROADCOM INC$453,3910.05%1,310CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$451,2530.05%748CommonSOLE
375558103GILDGILEAD SCIENCES INC$437,3230.05%3,563CommonSOLE
235851102DHRDANAHER CORPORATION$437,2370.05%1,910CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$435,4880.05%2,450CommonSOLE
12326C105BFSTBUSINESS FIRST BANCSHARES IN$431,3100.05%16,500CommonSOLE
863667101SYKSTRYKER CORPORATION$428,5590.05%1,219CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$422,3040.05%1,574CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$396,3670.05%2,660CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$391,4910.05%7,409CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$372,0990.04%657CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$370,3500.04%5,000CommonSOLE
071813109BAXBAXTER INTL INC$366,0920.04%19,157CommonSOLE
46090E103QQQINVESCO QQQ TR$356,9140.04%581CommonSOLE
931142103WMTWALMART INC$355,8250.04%3,194CommonSOLE
464287168DVYISHARES TR$341,8410.04%2,422CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$341,5480.04%5,941CommonSOLE
548661107LOWLOWES COS INC$337,1420.04%1,398CommonSOLE
00206R102TAT&T INC$336,6850.04%13,554CommonSOLE
12562N104CKXCKX LDS INC$336,2630.04%36,750CommonSOLE
701094104PHPARKER-HANNIFIN CORP$331,3680.04%377CommonSOLE
460146103IPINTERNATIONAL PAPER CO$321,7380.04%8,168CommonSOLE
79466L302CRMSALESFORCE INC$318,1570.04%1,201CommonSOLE
458140100INTCINTEL CORP$314,7560.04%8,530CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$300,2830.04%526CommonSOLE
78463V107GLDSPDR GOLD TR$292,4770.04%738CommonSOLE
29446M102EQNREQUINOR ASA$290,6490.03%12,300CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$278,7140.03%1,150CommonSOLE
88579Y101MMM3M CO$274,9550.03%1,717CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$267,4970.03%4,582CommonSOLE
046353108AZNNASTRAZENECA PLC$262,9200.03%2,860CommonSOLE
H1467J104CBCHUBB LIMITED$256,8750.03%823CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$256,1150.03%297CommonSOLE
929236107WDFCWD 40 CO$255,9700.03%1,300CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$254,2950.03%1,500CommonSOLE
949746101WMT2WELLS FARGO CO NEW$252,3230.03%2,707CommonSOLE
78464A763SDYSPDR SERIES TRUST$250,4880.03%1,800CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$246,8170.03%2,952CommonSOLE
464287176TIPISHARES TR$246,5280.03%2,243CommonSOLE
654106103NKENIKE INC$241,5830.03%3,792CommonSOLE
718172109PMPHILIP MORRIS INTL INC$240,6000.03%1,500CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$238,4240.03%4,050CommonSOLE
74348A467NOBLPROSHARES TR$234,7820.03%2,256CommonSOLE
922908744VTVVANGUARD INDEX FDS$233,0080.03%1,220CommonSOLE
806857108SLBSLB LIMITED$225,5590.03%5,877CommonSOLE
94106L109WMWASTE MGMT INC DEL$221,3870.03%1,008CommonSOLE
260003108DOVDOVER CORP$218,6690.03%1,120CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$212,5430.03%4,250CommonSOLE
26884L109EQTEQT CORP$207,4860.02%3,871CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$206,2070.02%950CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$202,7520.02%699CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$201,3640.02%570CommonSOLE
46132K109VPVINVESCO PA VALUE MUN INC TR$138,4800.02%13,239CommonSOLE
746729748FTPAPUTNAM ETF TRUST$118,1570.01%13,691CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.