Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$673.82M
Total Bought
$10.60M
Total Sold
$122.12M
Net Transaction
-$111.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BROADCOM INC(AVGO)087,515+87,515024,1243.58%+24,124
TAIWAN SEMICONDUCTOR M F SPONS(TSM)0138,692+138,692031,4124.66%+31,412
EMERSON ELEC CO(EMR)0283,961+283,961037,8615.62%+37,861
MICROSOFT CORP(MSFT)032,148+32,148015,9912.37%+15,991
IBM CORP(IBM)082,735+82,735024,3893.62%+24,389
CORNING INC(GLW)0560,239+560,239029,4634.37%+29,463
TE CONNECTIVITY PLC F(TEL)0103,914+103,914017,5272.60%+17,527
CISCO SYSTEMS INC(CSCO)337,965336,265-1,70020,85623,3303.46%+2,474
EVERUS CONSTRUCTION GROUP ORD(ECG)090,473+90,47305,7480.85%+5,748
GENERAC HLDGS INC(GNRC)058,301+58,30108,3491.24%+8,349
CACI INTL INC CLASS A(CACI)20,31520,232-837,4549,6451.43%+2,191
AMAZON.COM INC(AMZN)068,798+68,798015,0942.24%+15,094
WESTERN DIGITAL CORP(WDC)092,543+92,54305,9220.88%+5,922
LUMENTUM HOLDINGS INC(LITE)050,248+50,24804,7770.71%+4,777
ORACLE CORP(ORCL)020,655+20,65504,5160.67%+4,516
ITRON INC(ITRI)058,488+58,48807,6991.14%+7,699
SNOWFLAKE INC CLASS A(SNOW)020,125+20,12504,5030.67%+4,503
GRANITE CONSTR INC(GVA)079,282+79,28207,4141.10%+7,414
ASTEC INDUSTRIES INC186,410183,992-2,4186,4227,6711.14%+1,249
NOVARTIS AG(NVS)138,123137,407-71615,39816,6282.47%+1,230
BLOOM ENERGY CORP CLASS A0282,700+282,70006,7621.00%+6,762
COHERENT CORP(COHR)048,825+48,82504,3560.65%+4,356
DISNEY WALT CO(DIS)076,379+76,37909,4721.41%+9,472
LINDSAY CORP(LNN)58,86958,186-6837,4488,3931.25%+945
ALPHABET INC CLASS C11,85315,178+3,3251,8522,6920.40%+841
GE VERNOVA INC(GEV)03,664+3,66401,9390.29%+1,939
GE AEROSPACE(GE)13,72913,72902,7483,5340.52%+786
EMERA INC F(EMA)015,800+15,80007230.11%+723
ALPHABET INC CLASS A21,25822,708+1,4503,2874,0020.59%+714
STATE STR CORP(STT)042,993+42,99304,5720.68%+4,572
HALLIBURTON CO(HAL)063,708+63,70801,2980.19%+1,298
VULCAN MATLS CO(VMC)025,775+25,77506,7231.00%+6,723
HONEYWELL INTL INC(HON)030,186+30,18607,0301.04%+7,030
ENCOMPASS HEALTH CORP(EHC)29,05028,600-4502,9423,5070.52%+565
FLOWSERVE CORP0143,500+143,50007,5121.11%+7,512
ARGAN INC04,100+4,10009040.13%+904
CIENA CORP(CIEN)016,700+16,70001,3580.20%+1,358
EQT CORP(EQT)82,00081,100-9004,3814,7300.70%+348
EAGLE MATLS INC(EXP)12,80015,775+2,9752,8413,1880.47%+348
CROWN HLDGS INC(CCK)26,44126,041-4002,3602,6820.40%+322
VANGUARD S&P 500 ETF06,923+6,92303,9320.58%+3,932
CONSTELLATION ENERGY COR(CEG)02,465+2,46507960.12%+796
THERMO FISHER SCIENTIFIC(TMO)011,614+11,61404,7090.70%+4,709
MACOM TECHNOLOGY SOLUTIO05,700+5,70008170.12%+817
VONTIER CORP(VNT)061,921+61,92102,2850.34%+2,285
VANECK VIETNAM ETF0314,390+314,39004,3230.64%+4,323
TUTOR PERINI CORP(TPC)05,000+5,00002340.03%+234
META PLATFORMS INC CLASS A(META)0315+31502320.03%+232
PHILIP MORRIS INTERNATIONAL IN(PM)01,197+1,19702180.03%+218
THE MOSAIC CO05,750+5,75002100.03%+210
INVSC QQQ TRUST SRS 1 ETF0379+37902090.03%+209
ELECTRONIC ARTS INC(EA)24,25023,250-1,0003,5053,7130.55%+208
FLUOR CORP NEW(FLR)04,000+4,00002050.03%+205
INVSC S P 500 EQUAL WEIGHT ETF01,109+1,10902020.03%+202
BOSTON SCIENTIFIC CORP(BSX)01,874+1,87402010.03%+201
QUEST DIAGNOSTICS INC(DGX)01,114+1,11402000.03%+200
JOHNSON CONTROLS INTER F7,5747,57406078000.12%+193
PAYPAL HLDGS INC(PYPL)041,280+41,28003,0680.46%+3,068
GORMAN RUPP CO CLASS EQUITY(GRC)0111,783+111,78304,1050.61%+4,105
EVERSOURCE ENERGY(ES)113,002112,702-3007,0197,1701.06%+152
AMERICAN TOWER CORP NEW REIT53,13252,982-15011,56211,7101.74%+149
ACV AUCTIONS INC CLASS A066,284+66,28401,0750.16%+1,075
PALO ALTO NETWORKS INC(PANW)1,9562,256+3003344620.07%+128
VANGUARD FTSE EMERGING MARKETS25,31025,300-101,1461,2510.19%+106
ILLUMINA INC(ILMN)04,100+4,10003910.06%+391
ABBOTT LABS30,03830,03803,9854,0850.61%+101
ALGONQUIN PWR & UTILS F43,10056,100+13,0002223210.05%+100
DOMINION ENERGY INC102,246103,182+9365,7335,8320.87%+99
VANGUARD TOTAL STOCK MARKET ET01,354+1,35404120.06%+412
BANCROFT CF082,913+82,91301,5670.23%+1,567
SKANSKA AB F SPONSORED ADR 1 A74,10074,000-1001,6301,7100.25%+80
WEBSTER FINL CORP(WBS)028,333+28,33301,5470.23%+1,547
EATON CORP PLC F(ETN)0868+86803100.05%+310
PUBLIC SVC ENTERPRISE GR(PEG)039,122+39,12203,2930.49%+3,293
LABCORP HLDGS INC(LH)2,3102,31005386060.09%+69
NATIONAL BANK OF CANADA ORD3,3303,33002753430.05%+68
ITT INC(ITT)2,2952,29502963600.05%+64
MICRON TECHNOLOGY INC(MU)3,2632,763-5002843410.05%+57
HYDRO ONE LTD F(HRNNF)29,70029,70009991,0560.16%+57
OCEANFIRST FINL CORP(OCFC)24,90027,200+2,3004244790.07%+55
VANGUARD INFORMATION TECHNOLOG
INF TECH ETF
0445+44502950.04%+295
MARATHON PETROLEUM CORP(MPC)2,4632,46303594090.06%+50
AECOM02,350+2,35002650.04%+265
AGCO CORP DEL4,3004,30003984440.07%+46
MEXICO FUND INC10,60010,60001511860.03%+35
RBB BANCORP041,752+41,75207190.11%+719
XYLEM INC(XYL)2,5802,58003083340.05%+26
ISHS MSCI EMERG MRKT MIN VOL F5,3505,35003123360.05%+24
INVSC WATER RESC PORTFOLIO ETF03,920+3,92002740.04%+274
MODERNA INC(MRNA)14,95016,100+1,1504244440.07%+20
GOODYEAR TIRE & RUBR CO(GT)18,00018,00001661870.03%+20
3M CO3,7003,70005435630.08%+20
SELECT SECTOR UTI SELECT SPDR7,0577,05705565760.09%+20
CIRRUS LOGIC INC(CRUS)3,9003,90003894070.06%+18
TORTOISE ENERGY INFRASTR15,24115,24106566690.10%+13
EQUINOR ASA F SPONSORED ADR 1(EQNR)72,15976,359+4,2001,9091,9200.28%+11
GENERAL MTRS CO(GM)5,0505,05002382490.04%+11
SPDR S&P REGIONAL BANKING ETF4,3004,30002442550.04%+11
CRH ADR REPSG 1 ORD2,5002,50002202300.03%+10
SMITH A O CORP(AOS)9,1009,200+1005956030.09%+8
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