Rodgers Brothers Inc Q2 2026 Portfolio Activity: Strategic Shifts in Technology & Healthcare

As of June 30, 2026, Rodgers Brothers Inc has demonstrated significant activity in its investment portfolio according to filings on InsiderSet.com.

The investor's portfolio value stood at $1.02 billion during this period. Changes were observed across various sectors, particularly notable in Technology and Healthcare where several companies saw substantial increases or decreases in their allocations.

Significant New Positions & Increases

Rodgers Brothers Inc showed strong buying interest this quarter, adding new positions to its portfolio:

• BMI (Badger Meter Inc) experienced a massive increase of 73.96% in holdings.
• CTSH (Cognizant Technology Solutions Corp) saw its stake grow by an impressive 126.29%, making it one of the investor's largest buys.
• The investor also significantly increased holdings in OGE (OGE Energy Corp) by acquiring all shares held previously, representing a portfolio allocation increase from negligible to 0.23%.
• Furthermore, Rodgers Brothers Inc notably added positions in other companies like POWL (Powell Industries Inc) and a position in HD (Home Depot Co), though the latter's allocation percentage wasn't provided.

The investor also significantly boosted existing positions:

• COHR (Coherent Corp) saw an increase in shares, though the percentage change wasn't specified.
• ABT (Abbott Laboratories) experienced a substantial 22.17% growth in its stake during Q2.

Reductions & Divestments

In contrast to the buying activity, Rodgers Brothers Inc also reduced stakes in certain companies:

• MKC (McCormick & Co) saw its stake decrease by a significant -32.1%.
• The investor divested from KHC (Kraft Heinz Co), reducing the allocation percentage by -11.06%.
• CWT (California Water Service Group) experienced a notable reduction of -49.88%, almost halving its stake.

The overall portfolio allocation percentages for several sectors saw changes, reflecting the investor's active management:

• Technology: Holdings in companies like BMI and CTSH drove this sector's allocation percentage up significantly.
• Healthcare: The addition of ABT contributed to a slight increase in this sector's weight within the portfolio.
• Consumer Defensive: While not explicitly detailed, changes involving companies like MKC and KHC indicate activity impacting this broad category.

The investor's actions resulted in notable shifts across its holdings. Rodgers Brothers Inc appears to have prioritized Technology and Healthcare stocks during Q2 2026.