Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$754.29M
Total Bought
$21.25M
Total Sold
$111.44M
Net Transaction
-$90.19M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CORNING INC(GLW)383,531319,742-63,78933,58243,4755.76%+9,893
BLOOM ENERGY CORP CLASS A0125,662+125,662017,0262.26%+17,026
EXXON MOBIL CORP105,167104,772-39512,65617,7762.36%+5,120
SCHLUMBERGER LTD F(SLB)270,620266,895-3,72510,38613,7161.82%+3,329
GENERAC HLDGS INC(GNRC)055,500+55,500010,8411.44%+10,841
MERCADOLIBRE ORD(MELI)01,665+1,66502,8790.38%+2,879
EQUINOR ASA F SPONSORED ADR 1(EQNR)128,809130,159+1,3503,0445,4930.73%+2,449
TAIWAN SEMICONDUCTOR M F SPONS(TSM)127,067120,778-6,28938,61440,8175.41%+2,203
OGE ENERGY CORP(OGE)0485,435+485,435023,2813.09%+23,281
ITRON INC(ITRI)080,656+80,65607,2290.96%+7,229
EQT CORP(EQT)0149,316+149,31609,5021.26%+9,502
TWILIO CL A ORD(TWLO)19,21634,366+15,1502,7334,3240.57%+1,591
GORMAN RUPP CO CLASS EQUITY(GRC)113,581112,656-9255,4236,9990.93%+1,576
NEXTERA ENERGY INC154,553150,053-4,50012,40813,9371.85%+1,529
EVERUS CONSTRUCTION GROUP ORD(ECG)067,874+67,87408,0131.06%+8,013
MOHAWK INDUSTRIES ORD(MHK)011,386+11,38601,1210.15%+1,121
ENCOMPASS HEALTH CORP(EHC)040,400+40,40003,9080.52%+3,908
CIENA CORP(CIEN)16,50012,400-4,1003,8594,8140.64%+955
DOMINION ENERGY INC193,488198,571+5,08311,33612,2761.63%+939
NEW JERSEY RES CORP(NJR)0117,260+117,26006,4400.85%+6,440
PFIZER INC(PFE)206,065214,087+8,0225,1316,0120.80%+881
HONEYWELL INTL INC(HON)029,360+29,36006,6360.88%+6,636
PORTLAND GENERAL ELECTRIC CO(POR)217,784214,357-3,42710,45111,3121.50%+860
ARGAN INC4,0003,833-1671,2532,0880.28%+834
HALLIBURTON CO(HAL)84,00882,108-1,9002,3743,2010.42%+827
LINDSAY CORP(LNN)82,30088,410+6,1109,70110,5271.40%+826
ESSENTIAL UTILS INC0403,549+403,549016,2512.15%+16,251
BRISTOL-MYERS SQUIBB(BMY)149,940144,565-5,3758,0888,7681.16%+680
MERCK & CO. INC.(MRK)101,32294,272-7,05010,66511,3401.50%+675
GE VERNOVA INC(GEV)3,4793,273-2062,2742,8570.38%+583
ASTEC INDUSTRIES INC0152,109+152,10908,1901.09%+8,190
BCE INC F233,327241,927+8,6005,5586,1060.81%+548
CHEWY INC CLASS A(CHWY)019,400+19,40005240.07%+524
SEAGATE TECHNOLOGY HOLDINGS
ORD SHS
1,2382,013+7753417890.10%+448
KNIFE RIVER ORD(KNF)054,392+54,39204,4410.59%+4,441
THE MOSAIC CO015,750+15,75004020.05%+402
UNITED THERAPEUTICS CORP(UTHR)6,9556,355-6003,3893,7680.50%+380
AZENTA INC(AZTA)58,118109,344+51,2261,9332,3100.31%+377
MODERNA INC(MRNA)21,15019,550-1,6006249930.13%+369
JAZZ PHARMACEUTICALS P F(JAZZ)34,40032,833-1,5675,8486,2070.82%+359
IDACORP INC(IDA)036,029+36,02905,1510.68%+5,151
BECTON DICKINSON & CO(BDX)05,400+5,40008490.11%+849
CHEVRON CORP NEW(CVX)06,261+6,26101,2950.17%+1,295
EVERSOURCE ENERGY(ES)194,800193,788-1,01213,11613,4261.78%+310
BAXTER INTL INC017,793+17,79302990.04%+299
CATERPILLAR INC(CAT)0396+39602810.04%+281
DENTSPLY SIRONA INC(XRAY)023,200+23,20002690.04%+269
BP P L C F SPONSORED ADR 1 ADR(BP)021,700+21,70001,0200.14%+1,020
PURE CYCLE CORP026,300+26,30002650.04%+265
SOUTHERN CO(SO)025,880+25,88002,4980.33%+2,498
FISERV INC(FISV)013,083+13,08307300.10%+730
OTTER TAIL CORP(OTTR)24,95025,450+5002,0162,2340.30%+218
SHELL PLC F SPONSORED ADR 1 AD(SHEL)11,10011,10008161,0320.14%+217
VERIZON COMMUNICATIONS I04,288+4,28802150.03%+215
PHILLIPS 66(PSX)03,850+3,85007010.09%+701
M D U RESOURCES GRP(MDU)389,420376,640-12,7807,6017,8041.03%+203
AMERICAN TOWER CORP NEW REIT063,259+63,259010,9171.45%+10,917
WEBSTER FINL CORP(WBS)27,70027,550-1501,7431,9130.25%+169
SOLSTICE ADVANCED MATERIALS OR(SOLS)5,8995,740-1592874370.06%+151
GSK PLC ADR F SPONSORED ADR 1(GSK)78,94072,610-6,3303,8714,0070.53%+136
MACOM TECHNOLOGY SOLUTIO5,2004,600-6008911,0220.14%+131
TORTOISE ENERGY INFRASTR015,083+15,08307520.10%+752
MICRON TECHNOLOGY INC(MU)2,9632,860-1038469660.13%+121
GILEAD SCIENCES INC(GILD)6,9956,99508599750.13%+116
WATTS WATER TECHNOLOGIES CLASS(WTS)011,225+11,22503,2590.43%+3,259
CIRRUS LOGIC INC(CRUS)03,900+3,90005640.07%+564
SMITH A O CORP(AOS)011,100+11,10007320.10%+732
NORWOOD FINL CORP12,60014,800+2,2003534350.06%+82
PURECYCLE TECHNOLOGIES I CLASS015,600+15,6000810.01%+81
DUKE ENERGY CORP NEW(DUK)06,403+6,40308380.11%+838
ALLIANT ENERGY CORP(LNT)011,300+11,30008110.11%+811
QUEST DIAGNOSTICS INC(DGX)1,9322,032+1003353980.05%+63
WATERSTONE FINL INC MD63,24861,248-2,0001,0471,1040.15%+58
AMERICAN ELEC PWR CO INC3,3903,39003914440.06%+53
TUTOR PERINI CORP(TPC)05,000+5,00003860.05%+386
AGCO CORP DEL04,100+4,10004750.06%+475
HYDRO ONE LTD F(HRNNF)29,70029,70001,1821,2240.16%+42
ITT INC(ITT)02,295+2,29504370.06%+437
EATON CORP PLC F(ETN)0868+86803100.04%+310
THE COCA-COLA CO(KO)05,217+5,21703970.05%+397
RBB BANCORP40,55040,55008378670.11%+30
WEC ENERGY GROUP INC02,566+2,56602970.04%+297
KEURIG DR PEPPER INC(KDP)158,600169,700+11,1004,4424,4680.59%+26
APTIV PLC F(APTV)09,250+9,25006420.09%+642
AMERISERV FINL INC045,985+45,98501660.02%+166
FORTIS INC F(FTS)3,9003,90002032170.03%+15
FIRST BUSEY ORD(BUSE)020,780+20,78005250.07%+525
JOHNSON CONTROLS INTER F8,0997,499-6009709820.13%+12
SKANSKA AB F SPONSORED ADR 1 A72,76672,566-2001,9912,0020.27%+11
MEXICO FUND INC010,600+10,60002220.03%+222
VANGUARD FTSE EMERGING MARKETS023,800+23,80001,2860.17%+1,286
SPDR S&P REGIONAL BANKING ETF04,300+4,30002800.04%+280
FIDELITY ENHANCED SMALL CAP ET
ENHANCED SML CAP
05,847+5,84702220.03%+222
NATIONAL BANK OF CANADA ORD3,3303,240-904194190.06%0
ISHARES BIOTECHNOLOGY ETF1,7001,70002872870.04%0
AVALON ADVANCED MATERIALS INC(AVLNF)018,750+18,750010.00%+1
ISHS MSCI EMERG MRKT MIN VOL F05,200+5,20003370.04%+337
SHERWIN-WILLIAMS CO(SHW)01,150+1,15003690.05%+369
ABBVIE INC(ABBV)01,078+1,07802340.03%+234
ALGONQUIN PWR & UTILS F86,25085,250-1,0005305210.07%-9
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