Rodgers Brothers Inc. Diversified Active

CIK: 0001397290 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 13, 2013

Total Value ($000): $182,394 (100.0% shares, 0.0% debt)

Holdings (156)

II-VI INC 7.9%
Value ($000) $14,381 Shares 764,946 Est. Cost $16.26 Unrealized
XOM EXXON MOBIL CORP 3.6%
Value ($000) $6,636 Shares 77,127 Est. Cost $53.70 Unrealized +0.9%
VZ VERIZON COMMUNICATIONS INC 3.3%
Value ($000) $6,102 Shares 130,739 Est. Cost $27.02 Unrealized -3.3%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $5,788 Shares 66,767 Est. Cost $59.71 Unrealized +6.4%
ABBV ABBVIE INC 2.6%
Value ($000) $4,725 Shares 105,640 Est. Cost $26.55 Unrealized +2.3%
LLY LILLY ELI & CO 2.5%
Value ($000) $4,577 Shares 90,936 Est. Cost $42.16 Unrealized -2.8%
PG PROCTER & GAMBLE CO 2.5%
Value ($000) $4,561 Shares 60,341 Est. Cost $55.00 Unrealized +2.2%
CVX CHEVRON CORP 2.3%
Value ($000) $4,175 Shares 34,358 Est. Cost $71.30 Unrealized +2.5%
EMR EMERSON ELECTRIC CO 2.2%
Value ($000) $3,986 Shares 61,610 Est. Cost $40.02 Unrealized +9.5%
UNP UNION PACIFIC CORP 2.1%
Value ($000) $3,915 Shares 25,200 Est. Cost $57.06 Unrealized +5.4%
NFG NATIONAL FUEL GAS CO 2.1%
Value ($000) $3,879 Shares 56,407 Est. Cost $60.82 Unrealized +6.9%
MKC MCCORMICK & COMPANY INC 2.0%
Value ($000) $3,693 Shares 57,072 Est. Cost $28.19 Unrealized -2.1%
DOW CHEMICAL CO 1.8%
Value ($000) $3,340 Shares 86,970 Est. Cost $32.17 Unrealized
CL COLGATE-PALMOLIVE CO 1.8%
Value ($000) $3,311 Shares 55,842 Est. Cost $44.38 Unrealized +0.4%
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $3,195 Shares 96,265 Est. Cost $28.85 Unrealized -4.0%
GENERAL ELECTRIC CO 1.7%
Value ($000) $3,157 Shares 132,150 Est. Cost $23.22 Unrealized
KELLOGG CO 1.7%
Value ($000) $3,142 Shares 53,500 Est. Cost $38.95 Unrealized -0.3%
BMI BADGER METER INC 1.6%
Value ($000) $2,999 Shares 64,491 Est. Cost $20.08 Unrealized +3.1%
WALGREEN CO 1.6%
Value ($000) $2,861 Shares 53,178 Est. Cost $44.19 Unrealized
GPC GENUINE PARTS CO 1.3%
Value ($000) $2,330 Shares 28,800 Est. Cost $54.12 Unrealized +5.4%
PPG PPG INDUSTRIES INC 1.2%
Value ($000) $2,261 Shares 13,534 Est. Cost $59.87 Unrealized +7.9%
CLX CLOROX CO 1.2%
Value ($000) $2,244 Shares 27,465 Est. Cost $60.00 Unrealized -1.1%
WVFC WVS FINANCIAL CORP 1.2%
Value ($000) $2,211 Shares 199,875 Est. Cost $8.24 Unrealized -1.3%
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $2,181 Shares 24,678 Est. Cost $52.90 Unrealized +11.5%
DR PEPPER SNAPPLE GROUP INC 1.2%
Value ($000) $2,157 Shares 48,119 Est. Cost $45.80 Unrealized
NVRI HARSCO CORP 1.1%
Value ($000) $2,072 Shares 83,226 Est. Cost $22.85 Unrealized +9.0%
DRI DARDEN RESTAURANTS INC 1.1%
Value ($000) $2,064 Shares 44,595 Est. Cost $30.00 Unrealized -0.8%
T AT&T INC 1.1%
Value ($000) $1,978 Shares 58,475 Est. Cost $11.34 Unrealized -3.3%
COP CONOCOPHILLIPS 1.1%
Value ($000) $1,948 Shares 28,029 Est. Cost $39.96 Unrealized +11.3%
SPECTRA ENERGY CORP 1.0%
Value ($000) $1,859 Shares 54,318 Est. Cost $34.46 Unrealized
ROYAL DUTCH SHELL PLC 1.0%
Value ($000) $1,785 Shares 27,182 Est. Cost $63.79 Unrealized
MMM 3M CO 0.9%
Value ($000) $1,728 Shares 14,472 Est. Cost $61.26 Unrealized +7.7%
FFIV F5 NETWORKS 0.9%
Value ($000) $1,646 Shares 19,185 Est. Cost $76.95 Unrealized +10.5%
AVON PRODUCTS INC 0.8%
Value ($000) $1,541 Shares 74,828 Est. Cost $21.04 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,531 Shares 46,017 Est. Cost $26.74 Unrealized +1.0%
PAYX PAYCHEX INC 0.8%
Value ($000) $1,519 Shares 37,385 Est. Cost $25.02 Unrealized +8.0%
THOMSON REUTERS CORP 0.8%
Value ($000) $1,475 Shares 42,119 Est. Cost $32.56 Unrealized
CPB CAMPBELL SOUP CO 0.8%
Value ($000) $1,447 Shares 35,555 Est. Cost $30.86 Unrealized -0.7%
DIS DISNEY WALT CO 0.8%
Value ($000) $1,373 Shares 21,293 Est. Cost $56.17 Unrealized +1.4%
BGS B&G FOODS INC 0.7%
Value ($000) $1,338 Shares 38,718 Est. Cost $12.47 Unrealized +14.7%
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value ($000) $1,314 Shares 7,096 Est. Cost $118.73 Unrealized -6.0%
HANGER INC 0.7%
Value ($000) $1,304 Shares 38,625 Est. Cost $33.76 Unrealized
CAG CONAGRA FOODS INC 0.7%
Value ($000) $1,283 Shares 42,300 Est. Cost $17.76 Unrealized 0.0%
COACH INC 0.6%
Value ($000) $1,181 Shares 21,657 Est. Cost $57.07 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.6%
Value ($000) $1,077 Shares 14,258 Est. Cost $59.62 Unrealized +6.1%
EW EDWARDS LIFESCIENCES CORP 0.6%
Value ($000) $1,065 Shares 15,300 Est. Cost $11.83 Unrealized -1.1%
MARATHON OIL CORP 0.6%
Value ($000) $1,054 Shares 30,217 Est. Cost $34.58 Unrealized
FHI FEDERATED INVESTORS INC 0.6%
Value ($000) $1,047 Shares 38,550 Est. Cost $14.54 Unrealized +13.1%
AME AMETEK INC 0.6%
Value ($000) $1,039 Shares 22,569 Est. Cost $38.40 Unrealized +8.0%
PEP PEPSICO INC 0.6%
Value ($000) $1,036 Shares 13,027 Est. Cost $56.04 Unrealized +1.3%
PFE PFIZER INC 0.6%
Value ($000) $1,034 Shares 35,997 Est. Cost $16.45 Unrealized -0.6%
GLW CORNING INC 0.6%
Value ($000) $1,025 Shares 70,220 Est. Cost $10.50 Unrealized +2.3%
AQUA AMERICA INC 0.5%
Value ($000) $981 Shares 39,687 Est. Cost $29.96 Unrealized
ARIAD PHARMACEUTICALS INC 0.5%
Value ($000) $946 Shares 51,430 Est. Cost $17.53 Unrealized
CKX CKX LANDS INC 0.5%
Value ($000) $937 Shares 64,808 Est. Cost $13.74 Unrealized +0.2%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $923 Shares 9,796 Est. Cost $62.87 Unrealized -2.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.5%
Value ($000) $922 Shares 29,346 Est. Cost $23.16 Unrealized +2.4%
KO COCA-COLA CO 0.4%
Value ($000) $791 Shares 20,884 Est. Cost $27.70 Unrealized -3.3%
EQT EQT CORP 0.4%
Value ($000) $777 Shares 8,756 Est. Cost $37.67 Unrealized +12.9%
IP INTERNATIONAL PAPER CO 0.4%
Value ($000) $737 Shares 16,443 Est. Cost $25.91 Unrealized +3.7%
AGCO AGCO CORP 0.4%
Value ($000) $724 Shares 11,990 Est. Cost $41.52 Unrealized +7.2%
SYY SYSCO CORP 0.4%
Value ($000) $723 Shares 22,700 Est. Cost $24.36 Unrealized -1.6%
TRIUMPH GROUP INC 0.4%
Value ($000) $720 Shares 10,253 Est. Cost $79.20 Unrealized
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $702 Shares 10,908 Est. Cost $27.55 Unrealized -11.5%
HON HONEYWELL INTL INC 0.4%
Value ($000) $700 Shares 8,425 Est. Cost $53.13 Unrealized +8.2%
APD AIR PRODUCTS & CHEMICALS INC 0.4%
Value ($000) $651 Shares 6,110 Est. Cost $61.55 Unrealized +13.9%
UNITED TECHNOLOGIES CORP 0.4%
Value ($000) $644 Shares 5,975 Est. Cost $93.00 Unrealized
OLN OLIN CORP 0.3%
Value ($000) $638 Shares 27,647 Est. Cost $16.80 Unrealized -2.7%
CONNECTICUT WATER SERVICES INC 0.3%
Value ($000) $634 Shares 19,705 Est. Cost $30.52 Unrealized
HSY HERSHEY CO 0.3%
Value ($000) $617 Shares 6,675 Est. Cost $65.69 Unrealized +6.1%
INTC INTEL CORP 0.3%
Value ($000) $603 Shares 26,312 Est. Cost $17.13 Unrealized -1.3%
NEM NEWMONT MINING CORP 0.3%
Value ($000) $603 Shares 21,455 Est. Cost $24.43 Unrealized -7.5%
SO SOUTHERN CO 0.3%
Value ($000) $601 Shares 14,593 Est. Cost $26.74 Unrealized -5.3%
PPL PPL CORP 0.3%
Value ($000) $596 Shares 19,634 Est. Cost $16.37 Unrealized +0.5%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $595 Shares 8,903 Est. Cost $41.83 Unrealized -2.4%
GIS GENERAL MILLS INC 0.3%
Value ($000) $567 Shares 11,836 Est. Cost $31.98 Unrealized +2.9%
CHESAPEAKE LODGING TRUST 0.3%
Value ($000) $560 Shares 23,800 Est. Cost $20.81 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $542 Shares 4,252 Est. Cost $76.02 Unrealized +13.2%
KRAFT FOOD GROUP INC 0.3%
Value ($000) $534 Shares 10,173 Est. Cost $55.83 Unrealized
MRK MERCK & COMPANY INC 0.3%
Value ($000) $530 Shares 11,140 Est. Cost $30.22 Unrealized +2.5%
ANADARKO PETROLEUM CORP 0.3%
Value ($000) $529 Shares 5,687 Est. Cost $85.99 Unrealized
ALEX ALEXANDER & BALDWIN HOLDINGS 0.3%
Value ($000) $526 Shares 14,600 Est. Cost $39.73 Unrealized
RUBICON TECHNOLOGY INC 0.3%
Value ($000) $505 Shares 41,700 Est. Cost $7.97 Unrealized
SJM SMUCKER JM CO 0.2%
Value ($000) $447 Shares 4,259 Est. Cost $70.84 Unrealized +6.9%
DU PONT E.I. DE NEMOURS & CO 0.2%
Value ($000) $436 Shares 7,450 Est. Cost $52.48 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC 0.2%
Value ($000) $426 Shares 13,954 Est. Cost $26.04 Unrealized +0.0%
CVR PARTNERS LP 0.2%
Value ($000) $421 Shares 23,780 Est. Cost $22.08 Unrealized
OPLINK COMMUNICATIONS INC 0.2%
Value ($000) $415 Shares 22,050 Est. Cost $17.36 Unrealized
FLR FLUOR CORP 0.2%
Value ($000) $408 Shares 5,750 Est. Cost $53.56 Unrealized +7.0%
OXY OCCIDENTAL PETROLEUM CORP 0.2%
Value ($000) $407 Shares 4,346 Est. Cost $57.83 Unrealized +2.4%
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $404 Shares 10,977 Est. Cost $23.37 Unrealized +9.7%
MATX MATSON INC 0.2%
Value ($000) $401 Shares 15,285 Est. Cost $19.38 Unrealized +13.1%
STERIS CORP 0.2%
Value ($000) $392 Shares 9,130 Est. Cost $42.83 Unrealized
TFX TELEFLEX INC 0.2%
Value ($000) $387 Shares 4,701 Est. Cost $72.52 Unrealized -1.0%
DDD 3-D SYSTEMS CORP 0.2%
Value ($000) $387 Shares 7,159 Est. Cost $41.34 Unrealized +19.7%
SMIT SCHMITT INDUSTRIES INC 0.2%
Value ($000) $380 Shares 150,500 Est. Cost $2.76 Unrealized -2.9%
FCX FREEPORT MCMORAN COP & GLD 0.2%
Value ($000) $377 Shares 11,384 Est. Cost $24.64 Unrealized +4.2%
EBAY EBAY INC 0.2%
Value ($000) $374 Shares 6,700 Est. Cost $19.96 Unrealized 0.0%
AAPL APPLE INC 0.2%
Value ($000) $374 Shares 784 Est. Cost $13.16 Unrealized +8.5%
ALCO ALICO INC 0.2%
Value ($000) $371 Shares 9,000 Est. Cost $36.45 Unrealized -1.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $367 Shares 7,097 Est. Cost $36.24 Unrealized +6.3%
MINE SAFETY APPLIANCE CO 0.2%
Value ($000) $361 Shares 7,000 Est. Cost $46.58 Unrealized
MOS MOSAIC CO 0.2%
Value ($000) $353 Shares 8,195 Est. Cost $36.35 Unrealized 0.0%
BMO BANK MONTREAL QUEBEC 0.2%
Value ($000) $348 Shares 5,204 Est. Cost $36.25 Unrealized +4.7%
CM CANADIAN IMPERIAL BANK 0.2%
Value ($000) $343 Shares 4,300 Est. Cost $20.94 Unrealized 0.0%
ZYGO CORP 0.2%
Value ($000) $340 Shares 21,300 Est. Cost $15.82 Unrealized
BP BP PLC 0.2%
Value ($000) $340 Shares 8,079 Est. Cost $41.73 Unrealized
DTEGY DEUTSCHE TELEKOM AG 0.2%
Value ($000) $339 Shares 23,365 Est. Cost $12.01 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.2%
Value ($000) $331 Shares 4,575 Est. Cost $47.34 Unrealized +8.4%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $323 Shares 4,174 Est. Cost $57.51 Unrealized -0.9%
FE FIRSTENERGY CORP 0.2%
Value ($000) $322 Shares 8,835 Est. Cost $24.57 Unrealized -9.5%
LIBERTY PROPERTY TRUST 0.2%
Value ($000) $319 Shares 8,950 Est. Cost $36.77 Unrealized
LYTS LSI INDUSTRIES INC 0.2%
Value ($000) $318 Shares 37,650 Est. Cost $7.54 Unrealized +4.7%
PSX PHILLIPS 66 CO 0.2%
Value ($000) $318 Shares 5,500 Est. Cost $40.44 Unrealized -7.3%
ALLIANCEBERNSTEIN INCOME FUND 0.2%
Value ($000) $316 Shares 44,927 Est. Cost $7.46 Unrealized
AEGON NV 0.2%
Value ($000) $307 Shares 41,508 Est. Cost $7.40 Unrealized
APACHE CORP 0.2%
Value ($000) $303 Shares 3,558 Est. Cost $85.16 Unrealized
HOSPITALITY PROPERTIES TRUST 0.2%
Value ($000) $303 Shares 10,719 Est. Cost $26.66 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $297 Shares 2,774 Est. Cost $67.20 Unrealized +13.8%
NWL NEWELL RUBBERMAID INC 0.2%
Value ($000) $296 Shares 10,775 Est. Cost $16.79 Unrealized +0.8%
PRECISION CASTPARTS CORP 0.2%
Value ($000) $295 Shares 1,300 Est. Cost $226.15 Unrealized
LNN LINDSAY CORPORATION 0.2%
Value ($000) $286 Shares 3,500 Est. Cost $67.18 Unrealized 0.0%
DVN DEVON ENERGY CORP 0.2%
Value ($000) $283 Shares 4,892 Est. Cost $37.00 Unrealized +3.0%
BB&T CORP 0.2%
Value ($000) $280 Shares 8,310 Est. Cost $33.84 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $273 Shares 8,000 Est. Cost $24.01 Unrealized -6.7%
NTT DOCOMO INC 0.1%
Value ($000) $269 Shares 16,600 Est. Cost $15.67 Unrealized
BROOKFIELD PROPERTY PARTNERS L 0.1%
Value ($000) $256 Shares 13,200 Est. Cost $19.39 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $253 Shares 8,373 Est. Cost $22.78 Unrealized 0.0%
VNO VORNADO REALTY TRUST 0.1%
Value ($000) $252 Shares 3,002 Est. Cost $83.94 Unrealized
MEASUREMENT SPECIALTIES INC 0.1%
Value ($000) $247 Shares 4,561 Est. Cost $46.48 Unrealized
MCDERMOTT INTERNATIONAL INC 0.1%
Value ($000) $243 Shares 32,725 Est. Cost $8.19 Unrealized
RAYTHEON CO 0.1%
Value ($000) $243 Shares 3,152 Est. Cost $66.03 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $240 Shares 3,000 Est. Cost $14.85 Unrealized 0.0%
TRMB TRIMBLE NAVIGATION LTD 0.1%
Value ($000) $238 Shares 8,000 Est. Cost $27.63 Unrealized -1.0%
AGRIUM INC 0.1%
Value ($000) $237 Shares 2,825 Est. Cost $83.89 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $229 Shares 3,000 Est. Cost $49.85 Unrealized +9.9%
XLE SPDR TRUST ENERGY ETF 0.1%
Value ($000) $218 Shares 2,630 Est. Cost $78.33 Unrealized
DUN & BRADSTREET CORP 0.1%
Value ($000) $218 Shares 2,100 Est. Cost $97.62 Unrealized
HCP INC 0.1%
Value ($000) $216 Shares 5,279 Est. Cost $40.92 Unrealized
INTEGRYS ENERGY GROUP INC 0.1%
Value ($000) $215 Shares 3,850 Est. Cost $58.44 Unrealized
TKR TIMKEN CO 0.1%
Value ($000) $213 Shares 3,524 Est. Cost $42.84 Unrealized 0.0%
AVA AVISTA CORP 0.1%
Value ($000) $212 Shares 8,016 Est. Cost $16.44 Unrealized +0.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $211 Shares 3,830 Est. Cost $37.44 Unrealized -2.9%
HSBC HSBC HOLDINGS PLC ADR 0.1%
Value ($000) $204 Shares 3,753 Est. Cost $54.36 Unrealized
DE DEERE & CO 0.1%
Value ($000) $202 Shares 2,484 Est. Cost $68.04 Unrealized -3.1%
CUBIC CORP 0.1%
Value ($000) $201 Shares 3,750 Est. Cost $53.60 Unrealized
FIRST NIAGARA FINCL GRP 0.1%
Value ($000) $194 Shares 18,707 Est. Cost $10.37 Unrealized
BIOTELEMETRY INC 0.1%
Value ($000) $188 Shares 19,000 Est. Cost $9.89 Unrealized
ALCOA INC 0.1%
Value ($000) $180 Shares 22,226 Est. Cost $7.80 Unrealized
SUSQUEHANNA BANCSHARES INC 0.1%
Value ($000) $127 Shares 10,110 Est. Cost $12.56 Unrealized
CENT CENTRAL GARDEN & PET CO 0.1%
Value ($000) $113 Shares 16,100 Est. Cost $6.45 Unrealized -15.3%
ACCO ACCO BRANDS CORP 0.1%
Value ($000) $100 Shares 15,085 Est. Cost $4.78 Unrealized 0.0%
ALPHA NATURAL RESOURCE INC 0.0%
Value ($000) $91 Shares 15,200 Est. Cost $5.25 Unrealized
DENDREON CORP 0.0%
Value ($000) $91 Shares 30,900 Est. Cost $4.11 Unrealized
TELLABS INC 0.0%
Value ($000) $53 Shares 23,355 Est. Cost $1.97 Unrealized
AK STEEL HOLDING CORP 0.0%
Value ($000) $44 Shares 11,750 Est. Cost $3.06 Unrealized