Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$648.36M
Total Bought
$36.83M
Total Sold
$87.25M
Net Transaction
-$50.41M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMERICAN TOWER CORP NEW REIT053,132+53,132011,5621.78%+11,562
ALPHABET INC CLASS A1,93321,258+19,3253663,2870.51%+2,921
EAGLE MATLS INC(EXP)012,800+12,80002,8410.44%+2,841
PORTLAND GENERAL ELECTRIC CO(POR)0180,511+180,51108,0511.24%+8,051
OGE ENERGY CORP(OGE)0520,384+520,384023,9173.69%+23,917
NOVARTIS AG(NVS)0138,123+138,123015,3982.37%+15,398
REGENERON PHARMS INC(REGN)3,3156,430+3,1152,3614,0780.63%+1,717
EQUINOR ASA F SPONSORED ADR 1(EQNR)072,159+72,15901,9090.29%+1,909
CACI INTL INC CLASS A(CACI)020,315+20,31507,4541.15%+7,454
BAXTER INTL INC083,604+83,60402,8620.44%+2,862
ALPHABET INC CLASS C1,84411,853+10,0093511,8520.29%+1,501
SANDISK CORP SNDK(SNDK)030,404+30,40401,4480.22%+1,448
SEAGATE TECHNOLOGY HOLDINGS
ORD SHS
015,888+15,88801,3500.21%+1,350
EXXON MOBIL CORP0107,210+107,210012,7511.97%+12,751
LOGILITY SUPPLY CHAIN0410,145+410,14505,8490.90%+5,849
EVERSOURCE ENERGY(ES)103,450113,002+9,5525,9417,0191.08%+1,077
SCHLUMBERGER LTD F(SLB)0299,088+299,088012,5021.93%+12,502
AMPHENOL CORP NEW CLASS A014,867+14,86709750.15%+975
ASTEC INDUSTRIES INC162,692186,410+23,7185,4666,4220.99%+955
DOMINION ENERGY INC90,491102,246+11,7554,8745,7330.88%+859
CISCO SYSTEMS INC(CSCO)338,292337,965-32720,02720,8563.22%+829
BECTON DICKINSON & CO(BDX)26,25029,358+3,1085,9556,7251.04%+769
ENCOMPASS HEALTH CORP(EHC)24,05029,050+5,0002,2212,9420.45%+721
BRISTOL-MYERS SQUIBB(BMY)155,718155,390-3288,8079,4771.46%+670
ZIMMER BIOMET HLDGS INC030,150+30,15003,4120.53%+3,412
SYSCO CORP(SYY)075,410+75,41005,6590.87%+5,659
ABBOTT LABS030,038+30,03803,9850.61%+3,985
EQT CORP(EQT)83,00082,000-1,0003,8274,3810.68%+554
APTIV PLC F(APTV)12,65021,900+9,2507651,3030.20%+538
NEXSTAR MEDIA GROUP INC027,693+27,69304,9630.77%+4,963
FIRST BUSEY ORD(BUSE)024,827+24,82705360.08%+536
FISERV INC(FISV)38,56038,237-3237,9218,4441.30%+523
AMGEN INC(AMGN)09,290+9,29002,8940.45%+2,894
GE AEROSPACE(GE)013,729+13,72902,7480.42%+2,748
LINDSAY CORP(LNN)058,869+58,86907,4481.15%+7,448
GSK PLC ADR F SPONSORED ADR 1(GSK)083,870+83,87003,2490.50%+3,249
INTEL CORP(INTC)0187,742+187,74204,2640.66%+4,264
GERMAN AMERICAN BANCORP ORD(GABC)08,190+8,19003070.05%+307
GILEAD SCIENCES INC(GILD)5,2357,021+1,7864847870.12%+303
NATIONAL BANK OF CANADA ORD03,330+3,33002750.04%+275
IDACORP INC(IDA)39,99339,943-504,3704,6420.72%+272
SOLVENTUM CORP029,000+29,00002,2050.34%+2,205
NEW JERSEY RES CORP(NJR)0123,660+123,66006,0670.94%+6,067
SOUTHERN CO(SO)026,103+26,10302,4000.37%+2,400
ISHARES BIOTECHNOLOGY ETF01,800+1,80002300.04%+230
ELECTRONIC ARTS INC(EA)22,40024,250+1,8503,2773,5050.54%+227
BERKSHIRE HATHAWAY CLASS B1,7741,799+258049580.15%+154
CHEVRON CORP NEW(CVX)6,4366,390-469321,0690.16%+137
SHELL PLC F SPONSORED ADR 1 AD(SHEL)10,90011,000+1006838060.12%+123
ALGONQUIN PWR & UTILS F043,100+43,10002220.03%+222
ELI LILLY AND CO(LLY)02,883+2,88302,3810.37%+2,381
CROWN HLDGS INC(CCK)026,441+26,44102,3600.36%+2,360
OTTER TAIL CORP(OTTR)16,05015,950-1001,1851,2820.20%+97
DUKE ENERGY CORP NEW(DUK)7,0256,977-487578510.13%+94
BP P L C F SPONSORED ADR 1 ADR(BP)21,90021,90006477400.11%+93
GE HEALTHCARE TECHNOLOGI054,394+54,39404,3900.68%+4,390
HYDRO ONE LTD F(HRNNF)029,700+29,70009990.15%+999
EAGLE BANCORP MONT INC60,13760,012-1259221,0060.16%+84
EMERA INC F(EMA)15,80015,80005916650.10%+74
ESSENTIAL UTILS INC282,050260,902-21,14810,24410,3131.59%+69
3M CO3,7003,70004785430.08%+66
SKANSKA AB F SPONSORED ADR 1 A74,90074,100-8001,5691,6300.25%+61
ALLIANT ENERGY CORP(LNT)11,30011,30006687270.11%+59
AMERICAN ELEC PWR CO INC3,6283,582-463353910.06%+57
THE COCA-COLA CO(KO)5,5665,505-613473940.06%+48
ROCHE HLDG LTD F SPONSORED ADR6,2006,20002162550.04%+39
PHILLIPS 66(PSX)03,850+3,85004750.07%+475
WEC ENERGY GROUP INC2,4872,480-72342700.04%+36
ROPER TECHNOLOGIES INC(ROP)49049002552890.04%+34
NORWOOD FINL CORP18,80022,200+3,4005115370.08%+25
SELECT SECTOR UTI SELECT SPDR7,0577,05705345560.09%+22
VERIZON COMMUNICATIONS I5,0864,881-2052032210.03%+18
GOODYEAR TIRE & RUBR CO(GT)018,000+18,00001660.03%+166
TORTOISE ENERGY INFRASTR15,24115,24106406560.10%+16
BLACK HILLS CORP053,891+53,89103,2680.50%+3,268
MARATHON PETROLEUM CORP(MPC)2,4632,46303443590.06%+15
SMITH A O CORP(AOS)09,100+9,10005950.09%+595
MEXICO FUND INC10,60010,60001401510.02%+11
SHERWIN-WILLIAMS CO(SHW)1,1501,15003914020.06%+11
VANGUARD FTSE EMERGING MARKETS025,310+25,31001,1460.18%+1,146
MICRON TECHNOLOGY INC(MU)03,263+3,26302840.04%+284
XYLEM INC(XYL)2,5802,58002993080.05%+9
JOHNSON CONTROLS INTER F7,6377,574-636036070.09%+4
FIRSTENERGY CORP(FE)5,4005,40002152180.03%+3
CIRRUS LOGIC INC(CRUS)03,900+3,90003890.06%+389
NEXTERA ENERGY INC026,947+26,94701,9100.29%+1,910
AVALON ADVANCED MATERIALS INC(AVLNF)18,75018,7500000.00%-0
LABCORP HLDGS INC(LH)2,3512,310-415395380.08%-2
AGCO CORP DEL4,3004,30004023980.06%-4
MODERNA INC(MRNA)014,950+14,95004240.07%+424
WATTS WATER TECHNOLOGIES CLASS(WTS)018,627+18,62703,7980.59%+3,798
ISHS MSCI EMERG MRKT MIN VOL F5,5505,350-2003223120.05%-10
CRH ADR REPSG 1 ORD2,5002,50002312200.03%-11
ILLINOIS TOOL WKS INC(ITW)02,200+2,20005460.08%+546
SPDR S&P REGIONAL BANKING ETF4,3004,30002602440.04%-15
FRANKLIN ELEC INC(FELE)5,4005,40005265070.08%-19
PALO ALTO NETWORKS INC(PANW)1,9561,95603563340.05%-22
OCEANFIRST FINL CORP(OCFC)24,80024,900+1004494240.07%-25
GENERAL MTRS CO(GM)5,0505,05002692380.04%-32
ITT INC(ITT)2,3042,295-93292960.05%-33
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