John G Ullman & Associates as of Sept. 30, 2021
Portfolio Holdings for John G Ullman & Associates
John G Ullman & Associates holds 160 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Emerson Electric (EMR) | 4.9 | $36M | 386k | 94.20 | |
Pfizer (PFE) | 3.8 | $28M | 644k | 43.01 | |
Oge Energy Corp (OGE) | 3.5 | $26M | 783k | 32.96 | |
Verizon Communications (VZ) | 3.2 | $23M | 431k | 54.01 | |
Corning Incorporated (GLW) | 3.2 | $23M | 636k | 36.49 | |
Bristol Myers Squibb (BMY) | 3.1 | $23M | 390k | 59.17 | |
Cisco Systems (CSCO) | 2.9 | $21M | 394k | 54.43 | |
International Business Machines (IBM) | 2.8 | $21M | 150k | 138.93 | |
Intel Corporation (INTC) | 2.7 | $20M | 370k | 53.28 | |
At&t (T) | 2.6 | $19M | 708k | 27.01 | |
Algonquin Power & Utilities equs (AQN) | 2.3 | $17M | 1.1M | 14.66 | |
Bce (BCE) | 2.2 | $17M | 329k | 50.06 | |
MDU Resources (MDU) | 2.1 | $16M | 528k | 29.67 | |
GlaxoSmithKline | 2.1 | $15M | 398k | 38.21 | |
Flowserve Corporation (FLS) | 1.9 | $14M | 413k | 34.67 | |
Novartis Adr (NVS) | 1.9 | $14M | 175k | 81.78 | |
Exxon Mobil Corporation (XOM) | 1.9 | $14M | 235k | 58.82 | |
Argan (AGX) | 1.9 | $14M | 315k | 43.67 | |
Elanco Animal Health (ELAN) | 1.8 | $13M | 406k | 31.89 | |
Hawaiian Electric Industries (HE) | 1.8 | $13M | 315k | 40.83 | |
3M Company (MMM) | 1.7 | $13M | 73k | 175.42 | |
Dentsply Sirona (XRAY) | 1.7 | $13M | 217k | 58.05 | |
American Software (AMSWA) | 1.7 | $12M | 520k | 23.75 | |
Dominion Resources (D) | 1.5 | $11M | 150k | 73.02 | |
Microsoft Corporation (MSFT) | 1.5 | $11M | 38k | 281.91 | |
Te Connectivity Ltd for (TEL) | 1.4 | $10M | 76k | 137.22 | |
Thermo Fisher Scientific (TMO) | 1.4 | $10M | 18k | 571.36 | |
Black Hills Corporation (BKH) | 1.4 | $10M | 162k | 62.76 | |
Schlumberger (SLB) | 1.3 | $9.7M | 329k | 29.64 | |
Lindsay Corporation (LNN) | 1.3 | $9.7M | 64k | 151.79 | |
Merck & Co (MRK) | 1.3 | $9.6M | 128k | 75.11 | |
Taiwan Semiconductr F Sponsore Adr (TSM) | 1.3 | $9.6M | 86k | 111.65 | |
Portland General Electric Company (POR) | 1.3 | $9.4M | 200k | 46.99 | |
New Jersey Resources Corporation (NJR) | 1.2 | $8.5M | 246k | 34.81 | |
Tompkins Financial Corporation (TMP) | 1.2 | $8.5M | 105k | 80.91 | |
Honeywell International (HON) | 1.1 | $7.9M | 37k | 212.28 | |
Horizon Therapeutics | 1.0 | $7.6M | 69k | 109.55 | |
AECOM Technology Corporation (ACM) | 0.8 | $6.2M | 97k | 63.15 | |
CACI International (CACI) | 0.8 | $5.6M | 21k | 262.12 | |
Broadcom (AVGO) | 0.7 | $5.3M | 11k | 484.97 | |
Granite Construction (GVA) | 0.7 | $5.2M | 131k | 39.55 | |
Nexstar Broadcasting (NXST) | 0.7 | $5.0M | 33k | 151.94 | |
Lumentum Hldgs (LITE) | 0.6 | $4.7M | 57k | 83.54 | |
Ida (IDA) | 0.6 | $4.6M | 44k | 103.39 | |
VMware | 0.6 | $4.4M | 30k | 148.70 | |
Brooks Automation (AZTA) | 0.6 | $4.3M | 42k | 102.34 | |
Tutor Perini Corporation (TPC) | 0.6 | $4.1M | 317k | 12.98 | |
Watts Water Technologies (WTS) | 0.5 | $4.0M | 24k | 168.09 | |
Itron (ITRI) | 0.5 | $3.9M | 52k | 75.62 | |
Ishares Msci Singapore Etf Etf (EWS) | 0.5 | $3.9M | 170k | 22.77 | |
Abbott Laboratories (ABT) | 0.5 | $3.7M | 32k | 118.12 | |
Avangrid (AGR) | 0.5 | $3.6M | 75k | 48.61 | |
Agilent Technologies Inc C ommon (A) | 0.5 | $3.6M | 23k | 157.51 | |
Vanguard S&p 500 Etf Etf (VOO) | 0.4 | $3.2M | 8.2k | 394.41 | |
Synaptics, Incorporated (SYNA) | 0.4 | $3.2M | 18k | 179.72 | |
Crown Holdings (CCK) | 0.4 | $3.1M | 31k | 100.77 | |
Ii-vi | 0.4 | $3.1M | 52k | 59.36 | |
Public Service Enterprise (PEG) | 0.4 | $3.0M | 50k | 60.91 | |
American Tower Reit (AMT) | 0.4 | $3.0M | 11k | 265.37 | |
Gorman-Rupp Company (GRC) | 0.4 | $3.0M | 83k | 35.81 | |
Ultra Clean Holdings (UCTT) | 0.4 | $2.9M | 68k | 42.60 | |
Apple (AAPL) | 0.4 | $2.7M | 19k | 141.53 | |
Vanguard Ftse Emerging Markets Etf (VWO) | 0.4 | $2.7M | 54k | 50.00 | |
Astec Industries (ASTE) | 0.4 | $2.7M | 50k | 53.81 | |
Ishs Msci Emerg Mrkt Min Vol F Etf (EEMV) | 0.4 | $2.7M | 43k | 62.66 | |
Eaton (ETN) | 0.4 | $2.7M | 18k | 149.33 | |
Ortho Clinical Diagnostics H | 0.3 | $2.3M | 123k | 18.48 | |
Xerox Corp (XRX) | 0.3 | $2.3M | 112k | 20.17 | |
Trane Technologies (TT) | 0.3 | $2.2M | 13k | 172.65 | |
Mcafee Corp | 0.3 | $2.1M | 96k | 22.12 | |
Koninklijke Philips N F Sponso Adr (PHG) | 0.2 | $1.8M | 41k | 44.43 | |
General Electric (GE) | 0.2 | $1.8M | 18k | 103.05 | |
Bloom Energy Corp (BE) | 0.2 | $1.8M | 97k | 18.72 | |
Rbb Bancorp (RBB) | 0.2 | $1.8M | 70k | 25.20 | |
Baxter International (BAX) | 0.2 | $1.7M | 22k | 80.41 | |
Fireeye | 0.2 | $1.7M | 98k | 17.80 | |
Southern Company (SO) | 0.2 | $1.6M | 26k | 61.95 | |
State Street Corporation (STT) | 0.2 | $1.6M | 19k | 84.74 | |
Vaneck Vietnam Etf Etf (VNM) | 0.2 | $1.6M | 83k | 19.27 | |
Viavi Solutions Inc equities (VIAV) | 0.2 | $1.6M | 101k | 15.74 | |
Amgen (AMGN) | 0.2 | $1.4M | 6.7k | 212.71 | |
Dana Holding Corporation (DAN) | 0.2 | $1.4M | 63k | 22.24 | |
Acva (ACVA) | 0.2 | $1.2M | 70k | 17.88 | |
Eagle Ban (EBMT) | 0.2 | $1.2M | 55k | 22.25 | |
Zynga | 0.2 | $1.2M | 161k | 7.53 | |
Fortis (FTS) | 0.2 | $1.2M | 26k | 44.32 | |
Comcast Corporation (CMCSA) | 0.1 | $1.1M | 19k | 55.90 | |
Fiserv (FI) | 0.1 | $1.0M | 9.5k | 108.47 | |
NVIDIA Corporation (NVDA) | 0.1 | $1.0M | 4.9k | 207.14 | |
Evoqua Water Technologies Corp | 0.1 | $988k | 26k | 37.57 | |
NorthWestern Corporation (NWE) | 0.1 | $986k | 17k | 57.33 | |
Alliant Energy Corporation (LNT) | 0.1 | $968k | 17k | 55.95 | |
KB Home (KBH) | 0.1 | $947k | 24k | 38.93 | |
Eli Lilly & Co. (LLY) | 0.1 | $937k | 4.1k | 231.07 | |
Duke Energy (DUK) | 0.1 | $812k | 8.3k | 97.61 | |
Ingersoll Rand (IR) | 0.1 | $715k | 14k | 50.39 | |
Laboratory Corp. of America Holdings | 0.1 | $710k | 2.5k | 281.30 | |
Hydro One Ltd Srts (HRNNF) | 0.1 | $701k | 30k | 23.60 | |
Middlefield Banc (MBCN) | 0.1 | $672k | 28k | 23.81 | |
American Electric Power Company (AEP) | 0.1 | $648k | 8.0k | 81.21 | |
Skanska Ab B Ord class b (SKSBF) | 0.1 | $640k | 25k | 25.20 | |
Fentura Financial (FETM) | 0.1 | $637k | 25k | 25.74 | |
Bp Plc F Sponsored Adr 1 Adr R Adr (BP) | 0.1 | $614k | 23k | 27.34 | |
Chevron Corporation (CVX) | 0.1 | $598k | 5.9k | 101.44 | |
Elmira Savings Bank | 0.1 | $554k | 42k | 13.32 | |
Walt Disney Company (DIS) | 0.1 | $550k | 3.3k | 169.18 | |
Texas Instruments Incorporated (TXN) | 0.1 | $538k | 2.8k | 192.14 | |
AGCO Corporation (AGCO) | 0.1 | $527k | 4.3k | 122.56 | |
Skyworks Solutions (SWKS) | 0.1 | $519k | 3.2k | 164.76 | |
Helios Technologies (HLIO) | 0.1 | $517k | 6.3k | 82.06 | |
Illinois Tool Works (ITW) | 0.1 | $517k | 2.5k | 206.80 | |
Halliburton Company (HAL) | 0.1 | $514k | 24k | 21.62 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $504k | 7.4k | 68.11 | |
Iqvia Holdings (IQV) | 0.1 | $503k | 2.1k | 239.52 | |
Select Sector Uti Select Spdr Etf (XLU) | 0.1 | $485k | 7.6k | 63.82 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $484k | 800.00 | 605.00 | |
Johnson & Johnson (JNJ) | 0.1 | $484k | 3.0k | 161.33 | |
Allete (ALE) | 0.1 | $476k | 8.0k | 59.50 | |
Roche Hldg Ag F Adr (RHHBY) | 0.1 | $473k | 10k | 45.48 | |
M/a (MTSI) | 0.1 | $451k | 7.0k | 64.89 | |
Berkshire Hathaway (BRK.B) | 0.1 | $450k | 1.6k | 273.06 | |
Electronic Arts (EA) | 0.1 | $448k | 3.2k | 142.22 | |
Royal Dutch Shell | 0.1 | $441k | 9.9k | 44.55 | |
Franklin Electric (FELE) | 0.1 | $431k | 5.4k | 79.81 | |
Sherwin-Williams Company (SHW) | 0.1 | $406k | 1.5k | 280.00 | |
Evergy (EVRG) | 0.1 | $404k | 6.5k | 62.16 | |
Nextera Energy (NEE) | 0.1 | $400k | 5.1k | 78.43 | |
Intuit (INTU) | 0.0 | $364k | 675.00 | 539.26 | |
Chewy Inc cl a (CHWY) | 0.0 | $361k | 5.3k | 68.11 | |
Exelon Corporation (EXC) | 0.0 | $358k | 7.4k | 48.38 | |
Rhinebeck Bancorp (RBKB) | 0.0 | $351k | 32k | 10.90 | |
General Motors Company (GM) | 0.0 | $345k | 6.6k | 52.67 | |
A. O. Smith Corporation (AOS) | 0.0 | $342k | 5.6k | 61.07 | |
Danaher Corporation (DHR) | 0.0 | $335k | 1.1k | 304.55 | |
Oracle Corporation (ORCL) | 0.0 | $335k | 3.8k | 87.06 | |
Wec Energy Group (WEC) | 0.0 | $331k | 3.8k | 88.27 | |
Ishares:biotechnology Etf (IBB) | 0.0 | $323k | 2.0k | 161.50 | |
Euronet Worldwide (EEFT) | 0.0 | $320k | 2.5k | 127.39 | |
Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $291k | 4.3k | 67.67 | |
Lincoln Electric Holdings (LECO) | 0.0 | $283k | 2.2k | 128.64 | |
Canadian Utilities Ltd-a (CDUAF) | 0.0 | $281k | 11k | 26.76 | |
Phillips 66 (PSX) | 0.0 | $281k | 4.0k | 70.07 | |
Home Depot (HD) | 0.0 | $279k | 849.00 | 328.62 | |
Ciena Corporation (CIEN) | 0.0 | $277k | 5.4k | 51.30 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $271k | 19k | 14.26 | |
IPG Photonics Corporation (IPGP) | 0.0 | $261k | 1.7k | 158.18 | |
Invsc Water Resc Portfolio Etf Etf (PHO) | 0.0 | $246k | 4.5k | 54.67 | |
Organon & Co (OGN) | 0.0 | $234k | 7.1k | 32.82 | |
Hologic (HOLX) | 0.0 | $229k | 3.1k | 73.87 | |
Roper Industries (ROP) | 0.0 | $223k | 500.00 | 446.00 | |
Amphenol Corporation (APH) | 0.0 | $220k | 3.0k | 73.19 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $213k | 80.00 | 2662.50 | |
Estee Lauder Companies (EL) | 0.0 | $209k | 698.00 | 299.43 | |
Vanguard Materials Etf Etf (VAW) | 0.0 | $208k | 1.2k | 173.33 | |
Itt (ITT) | 0.0 | $206k | 2.4k | 85.83 | |
CalAmp | 0.0 | $195k | 20k | 9.95 | |
Mexico Fund Cef (MXF) | 0.0 | $157k | 11k | 14.81 | |
AmeriServ Financial (ASRV) | 0.0 | $98k | 25k | 3.89 | |
Avalon Advanced Matls (AVLNF) | 0.0 | $2.0k | 19k | 0.11 | |
Ascent Solar Technologies Ord | 0.0 | $0 | 37k | 0.00 |