John G Ullman & Associates as of March 31, 2018
Portfolio Holdings for John G Ullman & Associates
John G Ullman & Associates holds 114 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 5.9 | $30M | 407k | 74.61 | |
Emerson Electric (EMR) | 5.4 | $28M | 411k | 68.30 | |
Johnson & Johnson (JNJ) | 4.1 | $21M | 167k | 128.15 | |
Corning Incorporated (GLW) | 3.7 | $19M | 686k | 27.88 | |
Schlumberger (SLB) | 3.5 | $18M | 280k | 64.78 | |
Intel Corporation (INTC) | 3.3 | $17M | 327k | 52.08 | |
Pfizer (PFE) | 3.1 | $16M | 456k | 35.49 | |
Abbott Laboratories (ABT) | 2.7 | $14M | 229k | 59.92 | |
Merck & Co (MRK) | 2.5 | $13M | 239k | 54.47 | |
Novartis (NVS) | 2.5 | $13M | 160k | 80.85 | |
International Business Machines (IBM) | 2.3 | $12M | 79k | 153.43 | |
Granite Construction (GVA) | 2.1 | $11M | 197k | 55.86 | |
Lindsay Corporation (LNN) | 2.1 | $11M | 119k | 91.44 | |
Oge Energy Corp (OGE) | 1.9 | $9.8M | 300k | 32.77 | |
Bce (BCE) | 1.9 | $9.8M | 227k | 43.04 | |
MDU Resources (MDU) | 1.9 | $9.7M | 346k | 28.16 | |
Microsoft Corporation (MSFT) | 1.8 | $9.3M | 102k | 91.27 | |
General Electric Company | 1.8 | $9.1M | 676k | 13.48 | |
Great Plains Energy Incorporated | 1.7 | $9.0M | 283k | 31.79 | |
Watts Water Technologies (WTS) | 1.7 | $8.7M | 112k | 77.70 | |
Ingersoll-rand Co Ltd-cl A | 1.6 | $8.4M | 98k | 85.51 | |
Bristol Myers Squibb (BMY) | 1.6 | $8.4M | 133k | 63.25 | |
Te Connectivity Ltd for (TEL) | 1.6 | $8.3M | 83k | 99.90 | |
Honeywell International (HON) | 1.6 | $8.0M | 56k | 144.52 | |
American Software (AMSWA) | 1.6 | $8.0M | 615k | 13.00 | |
Flowserve Corporation (FLS) | 1.5 | $7.7M | 179k | 43.33 | |
Procter & Gamble Company (PG) | 1.4 | $7.3M | 92k | 79.28 | |
Nextera Energy (NEE) | 1.3 | $6.9M | 42k | 163.32 | |
Ciena Corporation (CIEN) | 1.3 | $6.8M | 263k | 25.90 | |
Ishares Inc em mkt min vol (EEMV) | 1.3 | $6.8M | 109k | 62.34 | |
Bk Nova Cad (BNS) | 1.3 | $6.6M | 106k | 61.70 | |
Brooks Automation (AZTA) | 1.2 | $6.1M | 227k | 27.08 | |
Archer Daniels Midland Company (ADM) | 1.1 | $5.8M | 133k | 43.37 | |
Claymore S&P Global Water Index | 1.1 | $5.7M | 167k | 34.08 | |
AECOM Technology Corporation (ACM) | 1.1 | $5.6M | 157k | 35.63 | |
Thermo Fisher Scientific (TMO) | 1.0 | $5.2M | 25k | 206.47 | |
Quest Diagnostics Incorporated (DGX) | 0.9 | $4.8M | 48k | 100.29 | |
CalAmp | 0.9 | $4.6M | 203k | 22.88 | |
Landec Corporation (LFCR) | 0.9 | $4.6M | 352k | 13.05 | |
Tutor Perini Corporation (TPC) | 0.8 | $4.3M | 196k | 22.05 | |
Orbotech Ltd Com Stk | 0.8 | $4.3M | 69k | 62.18 | |
Elmira Savings Bank | 0.8 | $4.2M | 207k | 20.50 | |
New York Community Ban | 0.8 | $4.2M | 320k | 13.03 | |
Conduent Incorporate (CNDT) | 0.8 | $4.2M | 225k | 18.64 | |
Ida (IDA) | 0.8 | $4.2M | 47k | 88.27 | |
Baxter International (BAX) | 0.8 | $4.0M | 61k | 65.03 | |
Exelon Corporation (EXC) | 0.7 | $3.7M | 95k | 39.02 | |
Ishr Msci Singapore (EWS) | 0.7 | $3.6M | 136k | 26.67 | |
iShares MSCI Canada Index (EWC) | 0.7 | $3.6M | 130k | 27.56 | |
Tortoise Energy Infrastructure | 0.7 | $3.5M | 141k | 24.98 | |
Swiss Helvetia Fund (SWZ) | 0.7 | $3.5M | 284k | 12.25 | |
Duke Energy (DUK) | 0.7 | $3.5M | 45k | 77.47 | |
GlaxoSmithKline | 0.6 | $3.0M | 76k | 39.08 | |
Public Service Enterprise (PEG) | 0.6 | $3.0M | 60k | 50.23 | |
Signature Bank (SBNY) | 0.5 | $2.6M | 18k | 141.95 | |
Viavi Solutions Inc equities (VIAV) | 0.5 | $2.6M | 264k | 9.72 | |
iShares MSCI Australia Index Fund (EWA) | 0.5 | $2.3M | 106k | 22.02 | |
Apple (AAPL) | 0.4 | $2.2M | 13k | 167.81 | |
Amgen (AMGN) | 0.4 | $2.0M | 12k | 170.44 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $1.8M | 1.7k | 1031.52 | |
Xerox | 0.3 | $1.8M | 61k | 28.77 | |
Halliburton Company (HAL) | 0.3 | $1.6M | 35k | 46.95 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $1.7M | 1.6k | 1037.01 | |
Hardinge | 0.3 | $1.6M | 87k | 18.32 | |
Mosaic (MOS) | 0.3 | $1.5M | 61k | 24.29 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $1.4M | 14k | 107.26 | |
ConocoPhillips (COP) | 0.2 | $1.3M | 22k | 59.29 | |
Zimmer Holdings (ZBH) | 0.2 | $1.2M | 11k | 109.04 | |
Powershares Wilderhill Clean Energy Portfolio etf | 0.2 | $1.2M | 48k | 25.01 | |
3M Company (MMM) | 0.2 | $1.1M | 5.1k | 219.55 | |
Blue Bird Corp (BLBD) | 0.2 | $1.1M | 46k | 23.71 | |
Cisco Systems (CSCO) | 0.2 | $1.0M | 24k | 42.91 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $1.0M | 13k | 78.46 | |
Wal-Mart Stores (WMT) | 0.2 | $838k | 9.4k | 88.99 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $779k | 13k | 60.39 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $701k | 2.9k | 242.23 | |
Berkshire Hathaway (BRK.B) | 0.1 | $603k | 3.0k | 199.34 | |
Royal Hawaiian Orchards Lp Nnu | 0.1 | $557k | 240k | 2.32 | |
BlackRock (BLK) | 0.1 | $542k | 1.0k | 542.00 | |
Danaher Corporation (DHR) | 0.1 | $510k | 5.2k | 97.83 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $464k | 11k | 43.77 | |
Monsanto Company | 0.1 | $444k | 3.8k | 116.78 | |
Laboratory Corp. of America Holdings | 0.1 | $452k | 2.8k | 161.89 | |
Pepsi (PEP) | 0.1 | $441k | 4.0k | 109.08 | |
Micron Technology (MU) | 0.1 | $454k | 8.7k | 52.18 | |
Phillips 66 (PSX) | 0.1 | $440k | 4.6k | 95.97 | |
CIGNA Corporation | 0.1 | $403k | 2.4k | 167.92 | |
Royal Dutch Shell | 0.1 | $398k | 6.2k | 63.75 | |
Coca-Cola Company (KO) | 0.1 | $378k | 8.7k | 43.42 | |
Walt Disney Company (DIS) | 0.1 | $367k | 3.7k | 100.38 | |
At&t (T) | 0.1 | $371k | 10k | 35.63 | |
Celgene Corporation | 0.1 | $358k | 4.0k | 89.32 | |
General Motors Company (GM) | 0.1 | $380k | 11k | 36.36 | |
Iqvia Holdings (IQV) | 0.1 | $353k | 3.6k | 98.06 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $310k | 900.00 | 344.44 | |
Sherwin-Williams Company (SHW) | 0.1 | $326k | 831.00 | 392.30 | |
Oclaro | 0.1 | $305k | 32k | 9.56 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $266k | 5.5k | 48.36 | |
McDonald's Corporation (MCD) | 0.1 | $241k | 1.5k | 156.49 | |
Paychex (PAYX) | 0.1 | $236k | 3.8k | 61.70 | |
Ii-vi | 0.1 | $278k | 6.8k | 40.88 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $260k | 1.6k | 160.10 | |
Douglas Dynamics (PLOW) | 0.1 | $243k | 5.6k | 43.39 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $239k | 14k | 17.57 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $271k | 7.7k | 35.28 | |
Skanska Ab-b Shs Sksbf | 0.1 | $269k | 13k | 20.38 | |
Eli Lilly & Co. (LLY) | 0.0 | $213k | 2.8k | 77.43 | |
Verizon Communications (VZ) | 0.0 | $221k | 4.6k | 47.78 | |
First Trust Global Wind Energy (FAN) | 0.0 | $214k | 16k | 13.38 | |
Canadian Western Bk (CBWBF) | 0.0 | $202k | 7.9k | 25.57 | |
Corning Nat Gas Hldg | 0.0 | $217k | 12k | 17.43 | |
Manhttan Scientifics Inc C ommon (MHTX) | 0.0 | $1.5k | 145k | 0.01 | |
Zargon Oil & Gas | 0.0 | $4.0k | 12k | 0.33 | |
Avalon Advanced Materials In A | 0.0 | $2.1k | 19k | 0.11 |