John G Ullman & Associates as of March 31, 2022
Portfolio Holdings for John G Ullman & Associates
John G Ullman & Associates holds 168 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Emerson Electric (EMR) | 5.1 | $37M | 375k | 98.05 | |
Pfizer (PFE) | 4.5 | $32M | 626k | 51.77 | |
Oge Energy Corp (OGE) | 4.5 | $32M | 792k | 40.78 | |
Bristol Myers Squibb (BMY) | 3.9 | $28M | 386k | 73.03 | |
Corning Incorporated (GLW) | 3.4 | $25M | 673k | 36.91 | |
Cisco Systems (CSCO) | 3.0 | $22M | 387k | 55.76 | |
Exxon Mobil Corporation (XOM) | 2.6 | $19M | 231k | 82.59 | |
Intel Corporation (INTC) | 2.6 | $19M | 374k | 49.56 | |
International Business Machines (IBM) | 2.5 | $18M | 138k | 130.02 | |
Novartis Adr (NVS) | 2.3 | $16M | 186k | 87.75 | |
GlaxoSmithKline | 2.2 | $16M | 370k | 43.56 | |
Bce (BCE) | 2.2 | $16M | 286k | 55.46 | |
MDU Resources (MDU) | 2.0 | $15M | 550k | 26.65 | |
3M Company (MMM) | 1.9 | $14M | 93k | 148.88 | |
Schlumberger (SLB) | 1.8 | $13M | 322k | 41.31 | |
Hawaiian Electric Industries (HE) | 1.8 | $13M | 310k | 42.31 | |
Dentsply Sirona (XRAY) | 1.7 | $13M | 254k | 49.22 | |
Dominion Resources (D) | 1.7 | $12M | 146k | 84.97 | |
Black Hills Corporation (BKH) | 1.7 | $12M | 158k | 77.02 | |
Microsoft Corporation (MSFT) | 1.6 | $12M | 38k | 308.31 | |
Merck & Co (MRK) | 1.5 | $11M | 135k | 82.05 | |
Te Connectivity Ltd for (TEL) | 1.5 | $11M | 84k | 130.98 | |
Portland General Electric Company (POR) | 1.5 | $11M | 198k | 55.15 | |
Argan (AGX) | 1.5 | $11M | 266k | 40.59 | |
American Software (AMSWA) | 1.4 | $10M | 498k | 20.84 | |
Thermo Fisher Scientific (TMO) | 1.4 | $10M | 18k | 590.63 | |
Lindsay Corporation (LNN) | 1.4 | $9.9M | 63k | 157.01 | |
New Jersey Resources Corporation (NJR) | 1.3 | $9.3M | 204k | 45.86 | |
Taiwan Semiconductr F Sponsore Adr (TSM) | 1.2 | $8.8M | 85k | 104.26 | |
Flowserve Corporation (FLS) | 1.1 | $8.0M | 224k | 35.90 | |
Tompkins Financial Corporation (TMP) | 1.1 | $8.0M | 102k | 78.27 | |
Honeywell International (HON) | 1.0 | $7.1M | 37k | 194.59 | |
Horizon Therapeutics | 1.0 | $7.0M | 67k | 105.21 | |
Broadcom (AVGO) | 0.9 | $6.9M | 11k | 629.72 | |
AECOM Technology Corporation (ACM) | 0.9 | $6.7M | 87k | 76.81 | |
Algonquin Power & Utilities equs (AQN) | 0.9 | $6.6M | 423k | 15.52 | |
CACI International (CACI) | 0.9 | $6.3M | 21k | 301.24 | |
Nexstar Broadcasting (NXST) | 0.8 | $6.1M | 32k | 188.49 | |
Elanco Animal Health (ELAN) | 0.8 | $5.6M | 214k | 26.09 | |
Lumentum Hldgs (LITE) | 0.8 | $5.5M | 56k | 97.60 | |
Ida (IDA) | 0.7 | $5.1M | 44k | 115.37 | |
Moody's Corporation (MCO) | 0.7 | $4.9M | 14k | 337.40 | |
Ii-vi | 0.7 | $4.8M | 66k | 72.49 | |
Fiserv (FI) | 0.6 | $4.6M | 45k | 101.41 | |
Verizon Communications (VZ) | 0.6 | $4.1M | 81k | 50.94 | |
Granite Construction (GVA) | 0.6 | $4.1M | 126k | 32.80 | |
Skanska Ab F Adr (SKBSY) | 0.6 | $4.1M | 182k | 22.40 | |
Crown Holdings (CCK) | 0.5 | $3.8M | 30k | 125.07 | |
Abbott Laboratories (ABT) | 0.5 | $3.7M | 31k | 118.35 | |
Itron (ITRI) | 0.5 | $3.6M | 68k | 52.68 | |
Ultra Clean Holdings (UCTT) | 0.5 | $3.5M | 83k | 42.38 | |
Brooks Automation (AZTA) | 0.5 | $3.5M | 42k | 82.89 | |
Public Service Enterprise (PEG) | 0.5 | $3.4M | 49k | 70.00 | |
Vanguard S&p 500 Etf Etf (VOO) | 0.5 | $3.3M | 7.9k | 415.18 | |
Avangrid (AGR) | 0.5 | $3.3M | 70k | 46.74 | |
Apple (AAPL) | 0.5 | $3.3M | 19k | 174.61 | |
Watts Water Technologies (WTS) | 0.4 | $3.2M | 23k | 139.59 | |
Agilent Technologies Inc C ommon (A) | 0.4 | $3.0M | 22k | 132.35 | |
Arcbest (ARCB) | 0.4 | $2.9M | 36k | 80.49 | |
Gorman-Rupp Company (GRC) | 0.4 | $2.9M | 82k | 35.88 | |
Ishares Msci Singapore Etf Etf (EWS) | 0.4 | $2.8M | 137k | 20.84 | |
Amgen (AMGN) | 0.4 | $2.7M | 11k | 241.82 | |
American Tower Reit (AMT) | 0.4 | $2.7M | 11k | 251.27 | |
Eaton (ETN) | 0.4 | $2.6M | 17k | 151.76 | |
Lincoln Electric Holdings (LECO) | 0.4 | $2.5M | 18k | 137.82 | |
Fireeye | 0.4 | $2.5M | 114k | 22.31 | |
Rivian Automotive Inc Class A (RIVN) | 0.3 | $2.2M | 44k | 50.25 | |
Equinix Reit Ord Reit (EQIX) | 0.3 | $2.2M | 2.9k | 741.51 | |
Ishs Msci Emerg Mrkt Min Vol F Etf (EEMV) | 0.3 | $2.2M | 36k | 61.04 | |
Delphi Automotive Inc international (APTV) | 0.3 | $2.1M | 18k | 119.70 | |
Astec Industries (ASTE) | 0.3 | $2.1M | 48k | 43.00 | |
VMware | 0.3 | $2.1M | 18k | 113.89 | |
Bloom Energy Corp (BE) | 0.3 | $2.0M | 84k | 24.15 | |
Eagle Ban (EBMT) | 0.3 | $1.9M | 87k | 22.34 | |
Baxter International (BAX) | 0.3 | $1.9M | 25k | 77.54 | |
Southern Company (SO) | 0.3 | $1.9M | 26k | 72.50 | |
Trane Technologies (TT) | 0.3 | $1.9M | 12k | 152.73 | |
KB Home (KBH) | 0.3 | $1.8M | 56k | 32.38 | |
At&t (T) | 0.2 | $1.7M | 74k | 23.63 | |
Electronic Arts (EA) | 0.2 | $1.7M | 14k | 126.52 | |
Vanguard Ftse Emerging Markets Etf (VWO) | 0.2 | $1.7M | 37k | 46.14 | |
Tutor Perini Corporation (TPC) | 0.2 | $1.7M | 156k | 10.80 | |
State Street Corporation (STT) | 0.2 | $1.6M | 19k | 87.13 | |
Viavi Solutions Inc equities (VIAV) | 0.2 | $1.6M | 98k | 16.08 | |
Rbb Bancorp (RBB) | 0.2 | $1.6M | 66k | 23.49 | |
Vaneck Vietnam Etf Etf (VNM) | 0.2 | $1.4M | 76k | 18.87 | |
General Electric (GE) | 0.2 | $1.4M | 15k | 91.52 | |
NVIDIA Corporation (NVDA) | 0.2 | $1.3M | 4.8k | 272.84 | |
Kinder Morgan (KMI) | 0.2 | $1.3M | 70k | 18.91 | |
Fortis (FTS) | 0.2 | $1.3M | 26k | 49.51 | |
Ortho Clinical Diagnostics H | 0.2 | $1.3M | 68k | 18.67 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.2M | 4.1k | 286.30 | |
Dana Holding Corporation (DAN) | 0.1 | $1.1M | 62k | 17.57 | |
Alliant Energy Corporation (LNT) | 0.1 | $1.1M | 17k | 62.49 | |
Palantir Technologies (PLTR) | 0.1 | $983k | 72k | 13.73 | |
Chevron Corporation (CVX) | 0.1 | $977k | 6.0k | 162.78 | |
Acva (ACVA) | 0.1 | $967k | 65k | 14.81 | |
Evoqua Water Technologies Corp | 0.1 | $935k | 20k | 46.98 | |
Halliburton Company (HAL) | 0.1 | $900k | 24k | 37.86 | |
Duke Energy (DUK) | 0.1 | $884k | 7.9k | 111.63 | |
Comcast Corporation (CMCSA) | 0.1 | $868k | 19k | 46.80 | |
Hydro One Ltd Srts (HRNNF) | 0.1 | $800k | 30k | 26.94 | |
American Electric Power Company (AEP) | 0.1 | $799k | 8.0k | 99.79 | |
Signature Bank (SBNY) | 0.1 | $778k | 2.7k | 293.58 | |
Middlefield Banc (MBCN) | 0.1 | $695k | 28k | 24.80 | |
Ingersoll Rand (IR) | 0.1 | $680k | 14k | 50.35 | |
Fentura Financial (FETM) | 0.1 | $677k | 24k | 27.92 | |
Laboratory Corp. of America Holdings | 0.1 | $666k | 2.5k | 263.55 | |
Bp Plc F Sponsored Adr 1 Adr R Adr (BP) | 0.1 | $654k | 22k | 29.38 | |
Summit Matls Inc cl a (SUM) | 0.1 | $643k | 21k | 31.06 | |
AGCO Corporation (AGCO) | 0.1 | $628k | 4.3k | 146.05 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $603k | 9.2k | 65.54 | |
Roche Hldg Ag F Adr (RHHBY) | 0.1 | $595k | 12k | 49.38 | |
Berkshire Hathaway (BRK.B) | 0.1 | $592k | 1.7k | 353.01 | |
Select Sector Uti Select Spdr Etf (XLU) | 0.1 | $581k | 7.8k | 74.49 | |
Skanska Ab B Ord class b (SKSBF) | 0.1 | $572k | 25k | 22.52 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $559k | 800.00 | 698.75 | |
Shell Adr | 0.1 | $544k | 9.9k | 54.95 | |
Texas Instruments Incorporated (TXN) | 0.1 | $541k | 2.9k | 183.58 | |
Illinois Tool Works (ITW) | 0.1 | $528k | 2.5k | 209.44 | |
CalAmp | 0.1 | $525k | 72k | 7.31 | |
Helios Technologies (HLIO) | 0.1 | $506k | 6.3k | 80.32 | |
Allete (ALE) | 0.1 | $496k | 7.4k | 67.03 | |
Iqvia Holdings (IQV) | 0.1 | $486k | 2.1k | 231.43 | |
A. O. Smith Corporation (AOS) | 0.1 | $464k | 7.3k | 63.89 | |
Walt Disney Company (DIS) | 0.1 | $454k | 3.3k | 137.20 | |
Franklin Electric (FELE) | 0.1 | $448k | 5.4k | 82.96 | |
Evergy (EVRG) | 0.1 | $444k | 6.5k | 68.32 | |
Skyworks Solutions (SWKS) | 0.1 | $420k | 3.2k | 133.33 | |
Rhinebeck Bancorp (RBKB) | 0.1 | $419k | 41k | 10.17 | |
M/a (MTSI) | 0.1 | $416k | 7.0k | 59.86 | |
Nextera Energy (NEE) | 0.1 | $394k | 4.6k | 84.79 | |
Ishares Core Us Aggregate Bond Etf (AGG) | 0.1 | $391k | 3.6k | 107.21 | |
Wec Energy Group (WEC) | 0.1 | $368k | 3.7k | 99.95 | |
Sherwin-Williams Company (SHW) | 0.1 | $366k | 1.5k | 249.83 | |
Mosaic (MOS) | 0.0 | $359k | 5.4k | 66.41 | |
Exelon Corporation (EXC) | 0.0 | $352k | 7.4k | 47.57 | |
Phillips 66 (PSX) | 0.0 | $348k | 4.0k | 86.35 | |
Amazon (AMZN) | 0.0 | $346k | 106.00 | 3264.15 | |
Ciena Corporation (CIEN) | 0.0 | $333k | 5.5k | 60.55 | |
Danaher Corporation (DHR) | 0.0 | $326k | 1.1k | 293.43 | |
Intuit (INTU) | 0.0 | $325k | 675.00 | 481.48 | |
Canadian Utilities Ltd-a (CDUAF) | 0.0 | $322k | 11k | 30.67 | |
NorthWestern Corporation (NWE) | 0.0 | $315k | 5.2k | 60.58 | |
Elmira Savings Bank | 0.0 | $306k | 13k | 22.95 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $296k | 18k | 16.72 | |
Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $296k | 4.3k | 68.84 | |
Oracle Corporation (ORCL) | 0.0 | $294k | 3.5k | 82.86 | |
Home Depot (HD) | 0.0 | $268k | 896.00 | 299.11 | |
General Motors Company (GM) | 0.0 | $265k | 6.1k | 43.80 | |
Invsc Water Resc Portfolio Etf Etf (PHO) | 0.0 | $239k | 4.5k | 53.11 | |
Roper Industries (ROP) | 0.0 | $236k | 500.00 | 472.00 | |
Vanguard Materials Etf Etf (VAW) | 0.0 | $233k | 1.2k | 194.17 | |
Hologic (HOLX) | 0.0 | $230k | 3.0k | 76.67 | |
Cirrus Logic (CRUS) | 0.0 | $229k | 2.7k | 84.81 | |
Amphenol Corporation (APH) | 0.0 | $227k | 3.0k | 75.52 | |
Gilead Sciences (GILD) | 0.0 | $226k | 3.8k | 59.47 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $226k | 81.00 | 2790.12 | |
Micron Technology (MU) | 0.0 | $223k | 2.9k | 77.89 | |
Accenture (ACN) | 0.0 | $222k | 659.00 | 336.87 | |
Ishares:biotechnology Etf (IBB) | 0.0 | $222k | 1.7k | 130.59 | |
FirstEnergy (FE) | 0.0 | $220k | 4.8k | 45.83 | |
Johnson & Johnson (JNJ) | 0.0 | $213k | 1.2k | 177.20 | |
Marathon Petroleum Corp (MPC) | 0.0 | $211k | 2.5k | 85.67 | |
Palo Alto Networks (PANW) | 0.0 | $205k | 329.00 | 623.10 | |
Mexico Fund Cef (MXF) | 0.0 | $176k | 11k | 16.60 | |
AmeriServ Financial (ASRV) | 0.0 | $100k | 25k | 4.05 | |
Avalon Advanced Matls (AVLNF) | 0.0 | $2.0k | 19k | 0.11 |