John G Ullman & Associates as of Dec. 31, 2017
Portfolio Holdings for John G Ullman & Associates
John G Ullman & Associates holds 115 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Emerson Electric (EMR) | 5.8 | $29M | 419k | 69.69 | |
Exxon Mobil Corporation (XOM) | 5.5 | $27M | 328k | 83.64 | |
Johnson & Johnson (JNJ) | 5.2 | $26M | 185k | 139.72 | |
Corning Incorporated (GLW) | 4.5 | $22M | 701k | 31.99 | |
Schlumberger (SLB) | 3.3 | $17M | 248k | 67.39 | |
Pfizer (PFE) | 3.3 | $16M | 454k | 36.22 | |
Intel Corporation (INTC) | 3.1 | $15M | 332k | 46.16 | |
Abbott Laboratories (ABT) | 3.0 | $15M | 268k | 57.07 | |
Novartis (NVS) | 2.6 | $13M | 158k | 83.96 | |
Granite Construction (GVA) | 2.5 | $13M | 198k | 63.43 | |
Merck & Co (MRK) | 2.3 | $12M | 204k | 56.27 | |
Lindsay Corporation (LNN) | 2.1 | $11M | 121k | 88.20 | |
International Business Machines (IBM) | 2.0 | $10M | 67k | 153.42 | |
Te Connectivity Ltd for (TEL) | 1.9 | $9.4M | 98k | 95.04 | |
Great Plains Energy Incorporated | 1.8 | $9.2M | 284k | 32.24 | |
Ingersoll-rand Co Ltd-cl A | 1.8 | $8.9M | 100k | 89.19 | |
Microsoft Corporation (MSFT) | 1.8 | $8.8M | 103k | 85.54 | |
ConocoPhillips (COP) | 1.7 | $8.7M | 158k | 54.89 | |
Honeywell International (HON) | 1.7 | $8.7M | 57k | 153.37 | |
Watts Water Technologies (WTS) | 1.7 | $8.5M | 112k | 75.95 | |
Oge Energy Corp (OGE) | 1.6 | $8.3M | 252k | 32.91 | |
Bristol Myers Squibb (BMY) | 1.6 | $8.2M | 134k | 61.28 | |
Bce (BCE) | 1.6 | $8.0M | 166k | 48.01 | |
MDU Resources (MDU) | 1.5 | $7.5M | 278k | 26.88 | |
American Software (AMSWA) | 1.4 | $7.3M | 625k | 11.63 | |
Bk Nova Cad (BNS) | 1.4 | $6.9M | 107k | 64.53 | |
Nextera Energy (NEE) | 1.3 | $6.6M | 43k | 156.18 | |
Flowserve Corporation (FLS) | 1.2 | $6.2M | 148k | 42.13 | |
Claymore S&P Global Water Index | 1.2 | $6.1M | 171k | 35.54 | |
Ishares Inc em mkt min vol (EEMV) | 1.2 | $5.8M | 95k | 60.76 | |
Brooks Automation (AZTA) | 1.1 | $5.4M | 228k | 23.85 | |
Baxter International (BAX) | 1.0 | $4.9M | 77k | 64.64 | |
Thermo Fisher Scientific (TMO) | 1.0 | $4.8M | 25k | 189.90 | |
Ciena Corporation (CIEN) | 1.0 | $4.8M | 230k | 20.93 | |
Quest Diagnostics Incorporated (DGX) | 0.9 | $4.8M | 48k | 98.49 | |
Landec Corporation (LFCR) | 0.9 | $4.5M | 359k | 12.60 | |
CalAmp | 0.9 | $4.4M | 206k | 21.43 | |
Ida (IDA) | 0.9 | $4.3M | 47k | 91.36 | |
New York Community Ban | 0.8 | $4.3M | 327k | 13.02 | |
Tortoise Energy Infrastructure | 0.8 | $4.1M | 140k | 29.08 | |
iShares MSCI Canada Index (EWC) | 0.8 | $3.9M | 131k | 29.64 | |
General Electric Company | 0.8 | $3.8M | 216k | 17.45 | |
Exelon Corporation (EXC) | 0.8 | $3.7M | 95k | 39.41 | |
Duke Energy (DUK) | 0.8 | $3.8M | 45k | 84.12 | |
Archer Daniels Midland Company (ADM) | 0.7 | $3.7M | 92k | 40.08 | |
AECOM Technology Corporation (ACM) | 0.7 | $3.6M | 97k | 37.15 | |
Elmira Savings Bank | 0.7 | $3.5M | 174k | 20.40 | |
Ishr Msci Singapore (EWS) | 0.7 | $3.6M | 138k | 25.93 | |
Orbotech Ltd Com Stk | 0.7 | $3.5M | 69k | 50.25 | |
Conduent Incorporate (CNDT) | 0.7 | $3.4M | 209k | 16.16 | |
Swiss Helvetia Fund (SWZ) | 0.6 | $3.2M | 252k | 12.76 | |
Public Service Enterprise (PEG) | 0.6 | $3.1M | 60k | 51.50 | |
Hardinge | 0.6 | $3.1M | 179k | 17.42 | |
Tutor Perini Corporation (TPC) | 0.6 | $3.0M | 117k | 25.35 | |
Signature Bank (SBNY) | 0.5 | $2.6M | 19k | 137.24 | |
GlaxoSmithKline | 0.5 | $2.6M | 72k | 35.48 | |
iShares MSCI Australia Index Fund (EWA) | 0.5 | $2.5M | 108k | 23.17 | |
Amgen (AMGN) | 0.4 | $2.2M | 13k | 173.94 | |
Apple (AAPL) | 0.4 | $2.2M | 13k | 169.21 | |
Viavi Solutions Inc equities (VIAV) | 0.4 | $2.0M | 226k | 8.74 | |
3M Company (MMM) | 0.4 | $1.9M | 8.0k | 235.34 | |
Xerox | 0.4 | $1.9M | 66k | 29.15 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $1.8M | 1.7k | 1046.16 | |
Mosaic (MOS) | 0.3 | $1.7M | 65k | 25.66 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $1.7M | 1.6k | 1053.32 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $1.4M | 13k | 109.33 | |
Zimmer Holdings (ZBH) | 0.3 | $1.3M | 11k | 120.64 | |
Powershares Wilderhill Clean Energy Portfolio etf | 0.3 | $1.3M | 51k | 25.37 | |
Wal-Mart Stores (WMT) | 0.2 | $1.1M | 11k | 98.78 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $1.0M | 13k | 79.07 | |
Cisco Systems (CSCO) | 0.2 | $931k | 24k | 38.28 | |
Blue Bird Corp (BLBD) | 0.2 | $941k | 47k | 19.89 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $759k | 13k | 58.84 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $627k | 2.6k | 245.21 | |
Berkshire Hathaway (BRK.B) | 0.1 | $600k | 3.0k | 198.35 | |
Utilities SPDR (XLU) | 0.1 | $527k | 10k | 52.70 | |
BlackRock (BLK) | 0.1 | $514k | 1.0k | 514.00 | |
CIGNA Corporation | 0.1 | $487k | 2.4k | 202.92 | |
Pepsi (PEP) | 0.1 | $495k | 4.1k | 119.88 | |
Danaher Corporation (DHR) | 0.1 | $484k | 5.2k | 92.84 | |
Ii-vi | 0.1 | $507k | 11k | 46.94 | |
Royal Hawaiian Orchards Lp Nnu | 0.1 | $521k | 240k | 2.17 | |
Coca-Cola Company (KO) | 0.1 | $450k | 9.8k | 45.89 | |
Laboratory Corp. of America Holdings | 0.1 | $445k | 2.8k | 159.38 | |
Procter & Gamble Company (PG) | 0.1 | $460k | 5.0k | 91.82 | |
General Motors Company (GM) | 0.1 | $469k | 12k | 40.96 | |
Phillips 66 (PSX) | 0.1 | $464k | 4.6k | 101.20 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $420k | 11k | 39.62 | |
Monsanto Company | 0.1 | $385k | 3.3k | 116.67 | |
Walt Disney Company (DIS) | 0.1 | $398k | 3.7k | 107.39 | |
At&t (T) | 0.1 | $405k | 10k | 38.89 | |
Royal Dutch Shell | 0.1 | $420k | 6.3k | 66.74 | |
Celgene Corporation | 0.1 | $418k | 4.0k | 104.29 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $338k | 900.00 | 375.56 | |
Micron Technology (MU) | 0.1 | $354k | 8.6k | 41.16 | |
Iqvia Holdings (IQV) | 0.1 | $352k | 3.6k | 97.78 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $295k | 7.7k | 38.16 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $265k | 5.6k | 47.11 | |
McDonald's Corporation (MCD) | 0.1 | $265k | 1.5k | 172.08 | |
Eli Lilly & Co. (LLY) | 0.1 | $265k | 3.1k | 84.37 | |
Paychex (PAYX) | 0.1 | $260k | 3.8k | 67.97 | |
Sherwin-Williams Company (SHW) | 0.1 | $233k | 569.00 | 409.49 | |
PPL Corporation (PPL) | 0.1 | $241k | 7.8k | 30.90 | |
Canadian Western Bk (CBWBF) | 0.1 | $247k | 7.9k | 31.27 | |
Corning Nat Gas Hldg | 0.1 | $243k | 12k | 19.52 | |
Skanska Ab-b Shs Sksbf | 0.1 | $265k | 13k | 20.70 | |
AutoZone (AZO) | 0.0 | $213k | 300.00 | 710.00 | |
Oclaro | 0.0 | $220k | 33k | 6.75 | |
SPDR S&P Biotech (XBI) | 0.0 | $216k | 2.6k | 84.71 | |
Douglas Dynamics (PLOW) | 0.0 | $223k | 5.9k | 37.80 | |
First Trust Global Wind Energy (FAN) | 0.0 | $209k | 16k | 13.23 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $195k | 14k | 14.34 | |
American Defense Systems (EAG) | 0.0 | $0 | 50k | 0.00 | |
Manhttan Scientifics Inc C ommon (MHTX) | 0.0 | $2.9k | 145k | 0.02 | |
Avalon Advanced Materials In A | 0.0 | $2.1k | 19k | 0.11 |