Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$651.82M
Total Bought
$24.66M
Total Sold
$77.45M
Net Transaction
-$52.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
TAIWAN SEMICONDUCTR F SPONSORE(TSM)153,542152,342-1,20015,96820,7263.18%+4,758
JAZZ PHARMACEUTICALS ORD(JAZZ)030,150+30,15003,6310.56%+3,631
TOMPKINS FINANCIAL CORP TMP(TMP)0101,865+101,86505,1230.79%+5,123
WALT DISNEY CO(DIS)82,79980,724-2,0757,4769,8771.52%+2,401
MERCK & CO INC(MRK)98,79998,199-60010,77112,9571.99%+2,186
M D U RESOURCES GRP(MDU)0411,568+411,568010,3721.59%+10,372
NETEASE ADR(NTES)019,150+19,15001,9810.30%+1,981
AMAZON.COM INC(AMZN)73,71472,664-1,05011,20013,1072.01%+1,907
IBM CORP(IBM)131,867122,668-9,19921,56723,4253.59%+1,858
EXXON MOBIL CORP0108,547+108,547012,6181.94%+12,618
BROADCOM LTD AVGO(AVGO)11,71511,144-57113,07714,7702.27%+1,694
WESTERN DIGITAL CORP(WDC)103,750102,050-1,7005,4336,9641.07%+1,531
MICROSOFT CORP(MSFT)35,14634,746-40013,21614,6192.24%+1,402
COHERENT CORP(COHR)85,10082,450-2,6503,7044,9980.77%+1,294
AMERICAN TOWER CORP(AMT)30,82139,881+9,0606,6547,8801.21%+1,226
HALLIBURTON CO HLDG(HAL)138,748157,008+18,2605,0166,1890.95%+1,174
DENTSPLY SIRONA INC(XRAY)129,730170,845+41,1154,6175,6700.87%+1,053
FISERV INC(FISV)44,47143,451-1,0205,9086,9441.07%+1,037
INSTRUCTURE HOLDINGS ORD88,464158,476+70,0122,3893,3880.52%+999
ITRON INC(ITRI)63,35662,458-8984,7845,7790.89%+995
KNIFE RIVER ORD(KNF)62,33661,874-4624,1255,0170.77%+891
CACI INTERNATIONAL INC(CACI)017,009+17,00906,4440.99%+6,444
MODERNA INC(MRNA)011,400+11,40001,2150.19%+1,215
CORNING INC(GLW)744,708713,833-30,87522,67623,5283.61%+852
NEXTERA ENERGY INC14,49726,647+12,1508811,7030.26%+822
ALBEMARLE CORP(ALB)014,925+14,92501,9660.30%+1,966
PAYPAL HOLDINGS INCORPOR(PYPL)39,28547,735+8,4502,4123,1980.49%+785
DOMINION ENERGY INC015,300+15,30007530.12%+753
GE HEATHCARE TECHNOLOGY(GEHC)57,91657,073-8434,4785,1890.80%+710
VONTIER CORP(VNT)65,89765,097-8002,2772,9530.45%+676
LOWE'S COS INC LOW(LOW)22,37521,975-4004,9805,5980.86%+618
HERC HOLDINGS ORD(HRI)34,87134,471-4005,1925,8010.89%+610
BAXTER INTERNATIONAL INC063,107+63,10702,6970.41%+2,697
BLACK HILLS CORP056,842+56,84203,1040.48%+3,104
EMERA ORD(EMA)016,100+16,10005670.09%+567
SCHLUMBERGER LTD F(SLB)0261,604+261,604014,3392.20%+14,339
SUMMIT MATERIALS CL A ORD116,893111,923-4,9704,4964,9880.77%+493
VANECK VIETNAM ETF0216,900+216,90003,0150.46%+3,015
SYSCO CORP(SYY)70,53569,435-1,1005,1585,6370.86%+479
THERMO FISHER SCIENTIFIC INC(TMO)013,555+13,55507,8781.21%+7,878
LILLY ELI & CO(LLY)3,9983,558-4402,3312,7680.42%+437
LUMENTUM HOLDINGS INC(LITE)073,973+73,97303,5030.54%+3,503
ORACLE CORP(ORCL)021,630+21,63002,7170.42%+2,717
GORMAN RUPP ORD(GRC)119,604118,104-1,5004,2504,6710.72%+421
TE CONNECTIVITY LTD F111,112110,387-72515,61116,0332.46%+421
GSK PLC ADR(GSK)88,74086,460-2,2803,2893,7070.57%+418
NEXSTAR BROADCASTING GROUP-A N(NXST)29,15528,943-2124,5704,9870.77%+417
ARCBEST ORD(ARCB)21,75021,225-5252,6153,0250.46%+410
NORWOOD FINANCIAL CORP7,00023,360+16,3602306360.10%+405
FLOWSERVE CORP161,600154,650-6,9506,6617,0641.08%+403
CIRRUS LOGIC INC(CRUS)03,950+3,95003660.06%+366
ARGAN INC162,129156,129-6,0007,5867,8911.21%+305
VANGUARD S&P 500 ETF8,7798,552-2273,8354,1110.63%+276
EAGLE BANCORP MONTANA INC25,39252,082+26,6904016690.10%+268
ZIMMER BIOMET HOLDINGS INC(ZBH)32,66432,080-5843,9754,2340.65%+259
GENERAL MOTORS CO(GM)05,550+5,55002520.04%+252
ACV AUCTIONS CL A ORD(ACVA)066,284+66,28401,2440.19%+1,244
FIRSTENERGY CORP(FE)05,900+5,90002280.03%+228
FIRST OF LONG ISLAND CORP020,362+20,36202260.03%+226
ABBVIE INC(ABBV)01,220+1,22002220.03%+222
ASTEC INDUSTRIES INC040,102+40,10201,7530.27%+1,753
PUB SVC ENTERPISE GP(PEG)41,39441,194-2002,5312,7510.42%+220
CRH ADR REPSG 1 ORD02,500+2,50002160.03%+216
VERIZON COMMUNICATN04,774+4,77402000.03%+200
TORTOISE ENERGY INF CORP(TYG)10,03515,041+5,0062894650.07%+176
MICRON TECHNOLOGY(MU)04,063+4,06304790.07%+479
SKYWORKS SOLUTIONS INC SWKS(SWKS)05,000+5,00005420.08%+542
CONSTELLATION ENERGY ORD(CEG)02,465+2,46504560.07%+456
CIENA CORP(CIEN)016,500+16,50008160.13%+816
INVSC WILDERHILL CLEAN ENERGY
WILDERHIL CLAN
087,700+87,70002,0210.31%+2,021
BANCROFT FUND LTD92,772101,122+8,3501,4821,6170.25%+134
CHEWY CL A ORD(CHWY)104,889164,189+59,3002,4792,6120.40%+134
MARATHON PETROLEUM CORP(MPC)02,463+2,46304960.08%+496
BERKSHIRE HATHAWAY CLASS B01,799+1,79907570.12%+757
PHILLIPS 66(PSX)03,950+3,95006450.10%+645
VANGUARD FTSE EMERGING MARKETS26,31928,269+1,9501,0821,1810.18%+99
AGILENT TECHNOLOGIES INC(A)18,97618,776-2002,6382,7320.42%+94
TUTOR PERINI CORP(TPC)16,50016,50001502390.04%+88
ABBOTT LABORATORIES30,97430,709-2653,4093,4900.54%+81
XYLEM INC.(XYL)2,0602,360+3002363050.05%+69
SHELL PLC(SHEL)010,900+10,90007310.11%+731
A. O. SMITH CORP(AOS)8,7008,70007177780.12%+61
EATON CORP PLC F(ETN)84084002022630.04%+60
JOHNSON CONTROLS INTER F07,450+7,45004870.07%+487
WATTS WATER TECH INC CLASS A(WTS)21,12520,975-1504,4014,4580.68%+57
CHEVRON CORP(CVX)06,601+6,60101,0410.16%+1,041
EQUINIX REIT ORD(EQIX)6,1256,045-804,9334,9890.77%+56
FRANKLIN ELECTRIC CO(FELE)05,400+5,40005770.09%+577
BP PLC F SPONSORED ADR 1 ADR R(BP)022,200+22,20008360.13%+836
SOUTHERN CO(SO)25,70025,800+1001,8021,8510.28%+49
GOODYEAR TIRE & RUBR CO COM(GT)017,200+17,20002360.04%+236
ALPHABET INC. CLASS C1,5501,735+1852182640.04%+46
IQVIA HOLDINGS INC(IQV)2,1002,10004865310.08%+45
ALPHABET INC. CLASS A1,7021,852+1502382800.04%+42
SHERWIN WILLIAMS CO(SHW)1,1501,15003593990.06%+41
ITT INC(ITT)02,200+2,20002990.05%+299
THE COCA-COLA CO(KO)08,311+8,31105080.08%+508
INVSC WATER RESC PORTFOLIO ETF04,420+4,42002940.05%+294
GILEAD SCIENCES INC(GILD)04,478+4,47803280.05%+328
AMER ELECTRIC PWR CO03,754+3,75403230.05%+323
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