Fund Holdings — JOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$754.29M
Total Bought
$21.25M
Total Sold
$111.44M
Net Transaction
-$90.19M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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CORNING INC(GLW)383,531319,742-63,78933,58243,4755.76%+9,893
BLOOM ENERGY CORP CLASS A132,775125,662-7,11311,53717,0262.26%+5,489
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)57,52555,500-2,0257,84510,8411.44%+2,996
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)499,099485,435-13,66421,31223,2813.09%+1,970
ITRON INC(ITRI)58,68180,656+21,9755,4497,2290.96%+1,780
EQT CORP(EQT)145,150149,316+4,1667,7809,5021.26%+1,722
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)76,54267,874-8,6686,5498,0131.06%+1,464
MOHAWK INDUSTRIES ORD(MHK)011,386+11,38601,1210.15%+1,121
ENCOMPASS HEALTH CORP(EHC)27,45040,400+12,9502,9143,9080.52%+994
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)120,094117,260-2,8345,5396,4400.85%+901
PFIZER INC(PFE)206,065214,087+8,0225,1316,0120.80%+881
HONEYWELL INTL INC(HON)29,58529,360-2255,7726,6360.88%+865
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 INC405,450403,549-1,90115,55316,2512.15%+698
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 INC175,676152,109-23,5677,6108,1901.09%+579
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)57,29254,392-2,9004,0304,4410.59%+411
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)38,07936,029-2,0504,8195,1510.68%+332
BECTON DICKINSON & CO(BDX)2,7255,400+2,6755298490.11%+320
CHEVRON CORP NEW(CVX)6,4116,261-1509771,2950.17%+318
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)21,70021,70007541,0200.14%+266
PURE CYCLE CORP(PCYO)026,300+26,30002650.04%+265
SOUTHERN CO(SO)25,98025,880-1002,2652,4980.33%+232
FISERV INC(FISV)7,45013,083+5,6335007300.10%+230
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)3,8503,85004977010.09%+205
M D U RESOURCES GRP(MDU)389,420376,640-12,7807,6017,8041.03%+203
AMERICAN TOWER CORP NEW REIT(AMT)61,21863,259+2,04110,74810,9171.45%+169
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 INFRASTR15,24115,083-1586237520.10%+129
MICRON TECHNOLOGY INC(MU)2,9632,860-1038469660.13%+121
GILEAD SCIENCES INC(GILD)6,9956,99508599750.13%+116
WATTS WATER TECHNOLOGIES CLASS(WTS)11,42511,225-2003,1543,2590.43%+105
CIRRUS LOGIC INC(CRUS)3,9003,90004625640.07%+102
SMITH A O CORP(AOS)9,70011,100+1,4006497320.10%+83
NORWOOD FINL CORP(NWFL)12,60014,800+2,2003534350.06%+82
PURECYCLE TECHNOLOGIES I CLASS015,600+15,6000810.01%+81
DUKE ENERGY CORP NEW(DUK)6,4806,403-777608380.11%+79
ALLIANT ENERGY CORP(LNT)11,30011,30007358110.11%+76
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)5,0005,00003353860.05%+51
AGCO CORP DEL4,1004,10004284750.06%+47
HYDRO ONE LTD F(HRNNF)29,70029,70001,1821,2240.16%+42
ITT INC(ITT)2,2952,29503984370.06%+39
EATON CORP PLC F(ETN)86886802763100.04%+34
THE COCA-COLA CO(KO)5,2175,21703653970.05%+32
RBB BANCORP(RBB)40,55040,55008378670.11%+30
WEC ENERGY GROUP INC2,5662,56602712970.04%+26
KEURIG DR PEPPER INC(KDP)158,600169,700+11,1004,4424,4680.59%+26
APTIV PLC F(APTV)8,1509,250+1,1006206420.09%+22
AMERISERV FINL INC45,98545,98501471660.02%+20
FORTIS INC F(FTS)3,9003,90002032170.03%+15
FIRST BUSEY ORD(BUSE)21,48020,780-7005115250.07%+14
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 INC(MXF)10,60010,60002132220.03%+8
VANGUARD FTSE EMERGING MARKETS23,80023,80001,2791,2860.17%+7
SPDR S&P REGIONAL BANKING ETF4,3004,30002792800.04%+1
FIDELITY ENHANCED SMALL CAP ET
ENHANCED SML CAP
5,8475,84702212220.03%+1
NATIONAL BANK OF CANADA ORD3,3303,240-904194190.06%0
ISHARES BIOTECHNOLOGY ETF1,7001,70002872870.04%0
AVALON ADVANCED MATERIALS INC(AVLNF)18,75018,7500110.00%0
ISHS MSCI EMERG MRKT MIN VOL F5,3005,200-1003393370.04%-3
SHERWIN-WILLIAMS CO(SHW)1,1501,15003733690.05%-4
ABBVIE INC(ABBV)1,0551,078+232412340.03%-7
ALGONQUIN PWR & UTILS F86,25085,250-1,0005305210.07%-9
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JOHN G ULLMAN & ASSOCIATES INC — 13F Holdings — Q1 2026 | TickerTrail