SEC 13F Intelligence

Managers / Q1 2026

Rodgers Brothers Inc.

CIK 0001397290 · 223 MERCER STREET, HARMONY, PA, 16037 · 724-473-4003

Reported Value
$866M
Q1 2026
Positions
242
Filings on Record
30
2019–present window
Filed
May 14, 2026
original filing

Summary

Rodgers Brothers Inc. reported $866M in U.S.-listed holdings across 242 positions for Q1 2026.

Its largest position, COHR, represents 10.3% of the portfolio.

Compared with Q4 2025, the fund opened 17 new positions and exited 13.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $310.9BQ4 ’18Q1 ’19: $351MQ2 ’19: $360MQ3 ’19: $361MQ4 ’19: $384MQ4 ’19Q1 ’20: $315MQ2 ’20: $369MQ3 ’20: $387MQ4 ’20: $437MQ4 ’20Q1 ’21: $484MQ2 ’21: $522MQ3 ’21: $502MQ4 ’21: $562MQ4 ’21Q1 ’22: $557MQ2 ’22: $506MQ3 ’22: $469MQ4 ’22: $497.6BQ4 ’22Q1 ’23: $521MQ2 ’23: $568MQ3 ’23: $586MQ4 ’23: $634MQ4 ’23Q1 ’24: $733MQ2 ’24: $738MQ3 ’24: $787MQ4 ’24: $767MQ4 ’24Q1 ’25: $751MQ2 ’25: $792MQ3 ’25: $812MQ4 ’25: $835MQ4 ’25Q1 ’26: $866Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$866M242May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$835M238Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$812M235Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$792M237Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$751M234May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$767M230Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$787M235Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$738M239Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$733M239May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$634M227Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$586M219Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$568M206Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$521M207May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$497.6B197Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$469M194Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$506M192Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$557M197May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$562M207Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$502M191Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$522M197Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$484M193May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$437M180Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$387M183Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$369M187Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$315M185May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$384M190Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$361M186Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$360M193Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$351M190May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$310.9B186Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.