RODGERS BROTHERS INC. Overview
Rodgers Brothers Inc. is an investment advisor that manages 311.5 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/07 to 12/31/22. The fund's latest filing disclosed 498MM in positions, representing 160% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/07 to 12/31/22. The fund's latest filing disclosed 498MM in positions, representing 160% of the manager's regulatory AUM.
RODGERS BROTHERS INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
RODGERS BROTHERS INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LLY | 5.06% | Health | -7.61% | -0.09% | 0 | 22% | ||
| ABBV | 3.97% | Health | -1.76% | 0.13% | 0 | 30% | ||
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FEATURED IN
RODGERS BROTHERS INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gary Rodgers | Ceo | February-1985 |
| Mark Rodgers | President | February-1985 |
| Michael Carey Rodgers | Director | October-2003 |
| Denise Ryan Rodgers | Chief Compliance Officer | January-2006 |
| Chris Robert Rabenold | Vice President | December-2005 |
RODGERS BROTHERS INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
RODGERS BROTHERS INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
The investment style of MCM can best be described as value oriented. Monongahela Capital begins evaluation of the investment potential of a specific security based on the individual merits of the company issuing that security. MCM incorporates both technical and fundamental research in the evaluation process and if the company passes the initial value screening, it is considered for sector analysis and macro-economic analysis before a position is recommended. Monongahela Capital Management utilizes financial news sources, corporate news and financial
6
releases, research materials prepared by others, corporate rating services, annual reports, prospectus and filings with SEC in reviewing potential investments.
MCM investment strategies may include long-term purchases, short-term purchases, securities trading, short sales, margin transactions, and option writing as dictated by the objectiv...
Unlock Full Investment Process Description
The investment style of MCM can best be described as value oriented. Monongahela Capital begins evaluation of the investment potential of a specific security based on the individual merits of the company issuing that security. MCM incorporates both technical and fundamental research in the evaluation process and if the company passes the initial value screening, it is considered for sector analysis and macro-economic analysis before a position is recommended. Monongahela Capital Management utilizes financial news sources, corporate news and financial
6
releases, research materials prepared by others, corporate rating services, annual reports, prospectus and filings with SEC in reviewing potential investments.
MCM investment strategies may include long-term purchases, short-term purchases, securities trading, short sales, margin transactions, and option writing as dictated by the objectiv...
Unlock Full Investment Process Description
RODGERS BROTHERS INC. Portfolio Concentration
RODGERS BROTHERS INC. Location
223 MERCER STREET
HARMONY, Pennsylvania
UNITED STATES, 16037
HARMONY, Pennsylvania
UNITED STATES, 16037
RODGERS BROTHERS INC. Contact Information
Phone Number: 724-473-4003
Fax Number: 724-473-4050
Website: http://www.rodgersbrothers.com
Fax Number: 724-473-4050
Website: http://www.rodgersbrothers.com
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