John G Ullman & Associates as of Dec. 31, 2022
Portfolio Holdings for John G Ullman & Associates
John G Ullman & Associates holds 169 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Emerson Electric (EMR) | 5.9 | $37M | 387k | 96.06 | |
Pfizer (PFE) | 5.0 | $31M | 608k | 51.24 | |
Bristol Myers Squibb (BMY) | 4.3 | $27M | 377k | 71.95 | |
Corning Incorporated (GLW) | 3.9 | $25M | 775k | 31.94 | |
Exxon Mobil Corporation (XOM) | 3.9 | $25M | 222k | 110.30 | |
Oge Energy Corp (OGE) | 3.8 | $24M | 599k | 39.55 | |
Cisco Systems (CSCO) | 3.0 | $19M | 391k | 47.64 | |
International Business Machines (IBM) | 2.9 | $18M | 131k | 140.89 | |
Novartis Adr (NVS) | 2.8 | $18M | 194k | 90.72 | |
Schlumberger (SLB) | 2.7 | $17M | 317k | 53.46 | |
Te Connectivity Ltd for (TEL) | 2.1 | $13M | 116k | 114.80 | |
MDU Resources (MDU) | 2.0 | $13M | 412k | 30.34 | |
Merck & Co (MRK) | 1.8 | $11M | 102k | 110.95 | |
Taiwan Semiconductr F Sponsore Adr (TSM) | 1.7 | $11M | 142k | 74.49 | |
Lindsay Corporation (LNN) | 1.6 | $10M | 63k | 162.85 | |
Bce (BCE) | 1.6 | $10M | 231k | 43.95 | |
Horizon Therapeutics | 1.5 | $9.5M | 83k | 113.80 | |
Black Hills Corporation (BKH) | 1.5 | $9.2M | 131k | 70.34 | |
Microsoft Corporation (MSFT) | 1.4 | $8.8M | 37k | 239.81 | |
Tompkins Financial Corporation (TMP) | 1.4 | $8.8M | 114k | 77.58 | |
Thermo Fisher Scientific (TMO) | 1.3 | $8.4M | 15k | 550.69 | |
Hawaiian Electric Industries (HE) | 1.3 | $8.2M | 196k | 41.85 | |
Intel Corporation (INTC) | 1.2 | $7.8M | 296k | 26.43 | |
Honeywell International (HON) | 1.2 | $7.8M | 36k | 214.29 | |
AECOM Technology Corporation (ACM) | 1.2 | $7.2M | 85k | 84.93 | |
American Software (AMSWA) | 1.1 | $7.0M | 477k | 14.68 | |
New Jersey Resources Corporation (NJR) | 1.1 | $6.9M | 139k | 49.62 | |
Argan (AGX) | 1.0 | $6.5M | 178k | 36.88 | |
Portland General Electric Company (POR) | 1.0 | $6.5M | 132k | 49.00 | |
CACI International (CACI) | 1.0 | $6.1M | 20k | 300.59 | |
Broadcom (AVGO) | 1.0 | $6.0M | 11k | 559.16 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $5.7M | 43k | 134.09 | |
Flowserve Corporation (FLS) | 0.9 | $5.6M | 183k | 30.68 | |
Nexstar Broadcasting (NXST) | 0.9 | $5.5M | 32k | 175.03 | |
Eagle Materials (EXP) | 0.9 | $5.4M | 41k | 132.85 | |
Walt Disney Company (DIS) | 0.8 | $5.2M | 60k | 86.89 | |
Granite Construction (GVA) | 0.8 | $5.0M | 142k | 35.07 | |
American Tower Reit (AMT) | 0.8 | $4.9M | 23k | 211.88 | |
Fiserv (FI) | 0.8 | $4.9M | 49k | 101.08 | |
Ida (IDA) | 0.7 | $4.6M | 42k | 107.85 | |
VMware | 0.7 | $4.4M | 36k | 122.76 | |
Summit Matls Inc cl a (SUM) | 0.7 | $4.2M | 149k | 28.39 | |
Amazon (AMZN) | 0.7 | $4.2M | 50k | 84.00 | |
Lumentum Hldgs (LITE) | 0.7 | $4.2M | 80k | 52.17 | |
Dentsply Sirona (XRAY) | 0.7 | $4.2M | 131k | 31.84 | |
Equinix Reit Ord Reit (EQIX) | 0.6 | $4.0M | 6.1k | 655.08 | |
Halliburton Company (HAL) | 0.6 | $3.6M | 91k | 39.35 | |
Itron (ITRI) | 0.5 | $3.4M | 67k | 50.65 | |
Abbott Laboratories (ABT) | 0.5 | $3.4M | 31k | 109.79 | |
Agilent Technologies Inc C ommon (A) | 0.5 | $3.3M | 22k | 149.66 | |
Lincoln Electric Holdings (LECO) | 0.5 | $3.3M | 23k | 144.51 | |
Watts Water Technologies (WTS) | 0.5 | $3.3M | 23k | 146.25 | |
Herc Hldgs (HRI) | 0.5 | $3.2M | 24k | 131.55 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $3.1M | 4.3k | 721.60 | |
Vanguard S&p 500 Etf Etf (VOO) | 0.5 | $3.0M | 8.5k | 351.35 | |
Amgen (AMGN) | 0.5 | $2.9M | 11k | 262.68 | |
Paypal Holdings (PYPL) | 0.5 | $2.9M | 41k | 71.23 | |
State Street Corporation (STT) | 0.5 | $2.9M | 38k | 77.57 | |
Eaton (ETN) | 0.4 | $2.7M | 17k | 156.92 | |
Public Service Enterprise (PEG) | 0.4 | $2.6M | 43k | 61.26 | |
Electronic Arts (EA) | 0.4 | $2.5M | 21k | 122.17 | |
GSK (GSK) | 0.4 | $2.5M | 71k | 35.14 | |
Crown Holdings (CCK) | 0.4 | $2.5M | 30k | 82.23 | |
Dominion Resources (D) | 0.4 | $2.4M | 39k | 61.32 | |
Apple (AAPL) | 0.4 | $2.4M | 18k | 129.94 | |
Brooks Automation (AZTA) | 0.4 | $2.3M | 40k | 58.21 | |
Quidel Corp (QDEL) | 0.4 | $2.3M | 27k | 85.68 | |
Avangrid (AGR) | 0.3 | $2.1M | 49k | 42.98 | |
Trane Technologies (TT) | 0.3 | $2.0M | 12k | 168.05 | |
Vaneck Vietnam Etf Etf (VNM) | 0.3 | $2.0M | 171k | 11.84 | |
Haleon Adr (HLN) | 0.3 | $1.9M | 238k | 8.00 | |
Astec Industries (ASTE) | 0.3 | $1.9M | 46k | 40.65 | |
Southern Company (SO) | 0.3 | $1.8M | 26k | 71.41 | |
Oracle Corporation (ORCL) | 0.3 | $1.8M | 22k | 81.72 | |
General Electric (GE) | 0.3 | $1.7M | 21k | 83.77 | |
Western Digital (WDC) | 0.3 | $1.7M | 54k | 31.54 | |
Gorman-Rupp Company (GRC) | 0.3 | $1.7M | 66k | 25.62 | |
Equinor Adr Rep Ord Adr (EQNR) | 0.3 | $1.7M | 46k | 35.82 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.5M | 4.0k | 365.89 | |
Baxter International (BAX) | 0.2 | $1.4M | 27k | 50.99 | |
Arcbest (ARCB) | 0.2 | $1.4M | 20k | 70.03 | |
Skanska Ab F Adr (SKBSY) | 0.2 | $1.4M | 86k | 15.84 | |
Rbb Bancorp (RBB) | 0.2 | $1.3M | 63k | 20.84 | |
Bloom Energy Corp (BE) | 0.2 | $1.3M | 67k | 19.12 | |
Kinder Morgan (KMI) | 0.2 | $1.2M | 68k | 18.08 | |
Coherent Corp (COHR) | 0.2 | $1.2M | 34k | 35.09 | |
Chevron Corporation (CVX) | 0.2 | $1.2M | 6.6k | 179.55 | |
Dana Holding Corporation (DAN) | 0.2 | $1.2M | 77k | 15.13 | |
C&F Financial Corporation (CFFI) | 0.2 | $1.0M | 18k | 58.26 | |
Algonquin Power & Utilities equs (AQN) | 0.2 | $1.0M | 157k | 6.52 | |
Viavi Solutions Inc equities (VIAV) | 0.2 | $976k | 93k | 10.51 | |
Alliant Energy Corporation (LNT) | 0.2 | $955k | 17k | 55.20 | |
Generac Holdings (GNRC) | 0.2 | $941k | 9.4k | 100.64 | |
Fortis (FTS) | 0.1 | $937k | 23k | 40.04 | |
Ishs Msci Emerg Mrkt Min Vol F Etf (EEMV) | 0.1 | $833k | 16k | 53.06 | |
At&t (T) | 0.1 | $810k | 44k | 18.41 | |
Hydro One Ltd Srts (HRNNF) | 0.1 | $795k | 30k | 26.77 | |
Evoqua Water Technologies Corp | 0.1 | $788k | 20k | 39.60 | |
Bp Plc F Sponsored Adr 1 Adr R Adr (BP) | 0.1 | $781k | 22k | 34.93 | |
American Electric Power Company (AEP) | 0.1 | $761k | 8.0k | 95.01 | |
Middlefield Banc (MBCN) | 0.1 | $751k | 27k | 27.39 | |
Duke Energy (DUK) | 0.1 | $724k | 7.0k | 102.99 | |
KB Home (KBH) | 0.1 | $694k | 22k | 31.83 | |
Ingersoll Rand (IR) | 0.1 | $679k | 13k | 52.23 | |
NVIDIA Corporation (NVDA) | 0.1 | $645k | 4.4k | 146.09 | |
Snowflake Inc Cl A (SNOW) | 0.1 | $639k | 4.5k | 143.60 | |
AGCO Corporation (AGCO) | 0.1 | $638k | 4.6k | 138.70 | |
Vontier Corporation (VNT) | 0.1 | $632k | 33k | 19.34 | |
Roche Hldg Ag F Adr (RHHBY) | 0.1 | $630k | 16k | 39.13 | |
NRG Energy (NRG) | 0.1 | $600k | 19k | 31.83 | |
Comcast Corporation (CMCSA) | 0.1 | $597k | 17k | 34.97 | |
Laboratory Corp. of America Holdings | 0.1 | $594k | 2.5k | 235.34 | |
SYSCO Corporation (SYY) | 0.1 | $591k | 7.7k | 76.41 | |
Shell Adr (SHEL) | 0.1 | $575k | 10k | 56.93 | |
Ciena Corporation (CIEN) | 0.1 | $561k | 11k | 51.00 | |
Illinois Tool Works (ITW) | 0.1 | $554k | 2.5k | 220.37 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $549k | 34k | 15.96 | |
Acva (ACVA) | 0.1 | $536k | 65k | 8.21 | |
Fentura Financial (FETM) | 0.1 | $535k | 24k | 22.25 | |
Delphi Automotive Inc international (APTV) | 0.1 | $517k | 5.6k | 93.15 | |
Johnson Controls International Plc equity (JCI) | 0.1 | $509k | 8.0k | 64.03 | |
A. O. Smith Corporation (AOS) | 0.1 | $498k | 8.7k | 57.24 | |
Berkshire Hathaway (BRK.B) | 0.1 | $496k | 1.6k | 308.84 | |
Texas Instruments Incorporated (TXN) | 0.1 | $492k | 3.0k | 165.10 | |
Rhinebeck Bancorp (RBKB) | 0.1 | $479k | 53k | 9.11 | |
Allete (ALE) | 0.1 | $477k | 7.4k | 64.46 | |
Select Sector Uti Select Spdr Etf (XLU) | 0.1 | $451k | 6.4k | 70.47 | |
Crossfirst Bankshares (CFB) | 0.1 | $433k | 35k | 12.41 | |
Franklin Electric (FELE) | 0.1 | $431k | 5.4k | 79.81 | |
Iqvia Holdings (IQV) | 0.1 | $430k | 2.1k | 204.76 | |
Phillips 66 (PSX) | 0.1 | $419k | 4.0k | 104.02 | |
Coca-Cola Company (KO) | 0.1 | $401k | 6.3k | 63.59 | |
M/a (MTSI) | 0.1 | $400k | 6.4k | 62.99 | |
Johnson & Johnson (JNJ) | 0.1 | $398k | 2.3k | 176.73 | |
Evergy (EVRG) | 0.1 | $390k | 6.2k | 62.90 | |
Bk Nova Cad (BNS) | 0.1 | $387k | 7.9k | 48.99 | |
Ishares:biotechnology Etf (IBB) | 0.1 | $368k | 2.8k | 131.43 | |
Vodafone Group New Adr F (VOD) | 0.1 | $351k | 35k | 10.12 | |
Teradata Corporation (TDC) | 0.1 | $350k | 10k | 33.65 | |
Wec Energy Group (WEC) | 0.1 | $348k | 3.7k | 93.78 | |
Skanska Ab B Ord class b (SKSBF) | 0.1 | $346k | 22k | 15.80 | |
Helios Technologies (HLIO) | 0.1 | $343k | 6.3k | 54.44 | |
Gilead Sciences (GILD) | 0.1 | $341k | 4.0k | 85.81 | |
Nextera Energy (NEE) | 0.1 | $329k | 3.9k | 83.72 | |
Eagle Ban (EBMT) | 0.1 | $319k | 20k | 16.16 | |
NorthWestern Corporation (NWE) | 0.0 | $309k | 5.2k | 59.42 | |
Skyworks Solutions (SWKS) | 0.0 | $292k | 3.2k | 91.25 | |
Danaher Corporation (DHR) | 0.0 | $292k | 1.1k | 265.45 | |
Marathon Petroleum Corp (MPC) | 0.0 | $287k | 2.5k | 116.52 | |
Canadian Utilities Ltd-a (CDUAF) | 0.0 | $285k | 11k | 27.14 | |
Sherwin-Williams Company (SHW) | 0.0 | $273k | 1.2k | 237.39 | |
Micron Technology (MU) | 0.0 | $263k | 5.3k | 49.97 | |
Intuit (INTU) | 0.0 | $263k | 675.00 | 389.63 | |
Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $253k | 4.3k | 58.84 | |
Mosaic (MOS) | 0.0 | $237k | 5.4k | 43.84 | |
Invsc Water Resc Portfolio Etf Etf (PHO) | 0.0 | $232k | 4.5k | 51.56 | |
Cirrus Logic (CRUS) | 0.0 | $227k | 3.1k | 74.43 | |
Roper Industries (ROP) | 0.0 | $216k | 500.00 | 432.00 | |
Constellation Energy (CEG) | 0.0 | $213k | 2.5k | 86.41 | |
CalAmp | 0.0 | $210k | 47k | 4.48 | |
Home Depot (HD) | 0.0 | $205k | 650.00 | 315.38 | |
Vanguard Materials Etf Etf (VAW) | 0.0 | $204k | 1.2k | 170.00 | |
General Motors Company (GM) | 0.0 | $204k | 6.1k | 33.72 | |
FirstEnergy (FE) | 0.0 | $201k | 4.8k | 41.88 | |
Mexico Fund Cef (MXF) | 0.0 | $156k | 11k | 14.72 | |
Elanco Animal Health (ELAN) | 0.0 | $153k | 13k | 12.24 | |
Goodyear Tire & Rubber Company (GT) | 0.0 | $133k | 13k | 10.15 | |
AmeriServ Financial (ASRV) | 0.0 | $97k | 25k | 3.93 | |
Avalon Advanced Matls (AVLNF) | 0.0 | $2.0k | 19k | 0.11 |