Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$824.41M
Total Bought
$56.13M
Total Sold
$141.24M
Net Transaction
-$85.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CORNING INC(GLW)319,742233,865-85,87743,47559,7367.25%+16,261
EXXON MOBIL HOLDINGS CORP0104,450+104,450014,2801.73%+14,280
CISCO SYSTEMS INC(CSCO)320,574316,593-3,98124,87337,1874.51%+12,314
TAIWAN SEMICONDUCTOR M F SPONS(TSM)120,778107,860-12,91840,81751,5116.25%+10,694
INTEL CORP(INTC)133,46473,999-59,4655,89010,3321.25%+4,443
MERCADOLIBRE ORD(MELI)1,6654,000+2,3352,8796,7900.82%+3,911
HONEYWELL INTL INC014,655+14,65503,2810.40%+3,281
HONEYWELL AEROSPACE014,645+14,64503,2380.39%+3,238
BROADCOM INC(AVGO)58,20556,147-2,05818,01521,2102.57%+3,194
EAGLE MATLS INC(EXP)29,29637,246+7,9505,5508,3801.02%+2,830
CHARLES SCHWAB CORP(SCHW)030,595+30,59502,8230.34%+2,823
EMERSON ELEC CO(EMR)250,719248,310-2,40932,84935,5464.31%+2,696
TWILIO CL A ORD(TWLO)34,36633,766-6004,3246,9670.85%+2,643
MICRON TECHNOLOGY INC(MU)2,8602,835-259663,2720.40%+2,306
VEEVA SYSTEMS ORD(VEEV)012,650+12,65002,2450.27%+2,245
ALPHABET INC CLASS A21,17322,620+1,4476,0898,0840.98%+1,995
AMAZON.COM INC(AMZN)63,23363,224-913,17015,0691.83%+1,899
SNOWFLAKE INC CLASS A(SNOW)18,66618,441-2252,8154,6930.57%+1,878
YORK WATER ORD(YORW)37,05092,975+55,9251,1282,8500.35%+1,722
JAZZ PHARMACEUTICALS P F(JAZZ)32,83332,693-1406,2077,8780.96%+1,671
IBM CORP(IBM)44,52044,270-25010,79112,4491.51%+1,658
STATE STR CORP(STT)39,58838,988-6005,0106,6120.80%+1,602
VANGUARD S&P 500 ETF6,6147,728+1,1143,9525,3080.64%+1,355
EXLSERVICE HOLDINGS(EXLS)051,800+51,80001,3400.16%+1,340
LINDSAY CORP(LNN)88,41095,760+7,35010,52711,8551.44%+1,328
GRANITE CONSTR INC(GVA)57,75551,355-6,4006,9248,1180.98%+1,195
DOMINION ENERGY INC198,571197,146-1,42512,27613,4631.63%+1,187
WATTS WATER TECHNOLOGIES CLASS(WTS)11,22511,324+993,2594,4330.54%+1,174
ALPHABET INC CLASS C16,73816,688-504,8015,8960.72%+1,095
NVIDIA CORP(NVDA)1,3776,514+5,1372401,3030.16%+1,063
SEAGATE TECHNOLOGY HOLDINGS
ORD SHS
2,0131,858-1557891,7930.22%+1,004
ASTEC INDUSTRIES INC152,109150,165-1,9448,1909,1891.11%+999
TOMPKINS FINL CORP(TMP)68,79267,932-8605,4246,4210.78%+997
ARGAN INC3,8333,83302,0883,0610.37%+973
HALLIBURTON CO(HAL)82,108122,908+40,8003,2014,1730.51%+971
DISNEY WALT CO(DIS)83,04293,007+9,9658,0048,9521.09%+948
THE MOSAIC CO15,75063,600+47,8504021,3480.16%+946
CIENA CORP(CIEN)12,40011,725-6754,8145,7520.70%+938
GE VERNOVA INC(GEV)3,2733,197-762,8573,7560.46%+899
KEURIG DR PEPPER INC(KDP)169,700162,534-7,1664,4685,3200.65%+852
GORMAN RUPP CO CLASS EQUITY(GRC)112,65685,045-27,6116,9997,8020.95%+803
GENERAC HLDGS INC(GNRC)55,50039,595-15,90510,84111,5941.41%+753
MERCK & CO. INC.(MRK)94,27294,029-24311,34012,0831.47%+743
MACOM TECHNOLOGY SOLUTIO4,6004,60001,0221,7500.21%+728
SYSCO CORP(SYY)69,66067,847-1,8134,9695,6710.69%+702
HERC HLDGS INC(HRI)04,700+4,70006740.08%+674
APPLE INC(AAPL)14,35314,507+1543,6434,1980.51%+555
BECTON DICKINSON & CO(BDX)5,4009,248+3,8488491,4000.17%+550
ADVANCED MICRO DEVICE IN(AMD)0919+91905340.06%+534
VULCAN MATLS CO(VMC)22,85022,600-2506,2226,6670.81%+445
ELI LILLY AND CO(LLY)2,0021,902-1001,8412,2810.28%+440
ABBOTT LABS28,96337,549+8,5862,9743,4070.41%+434
META PLATFORMS INC CLASS A(META)0765+76504310.05%+431
BAXTER INTL INC17,79332,743+14,9502996980.08%+399
MODERNA INC(MRNA)19,55019,551+19931,3690.17%+376
APPLIED MATLS INC0500+50003620.04%+362
NUSCALE PWR CORP CLASS A(SMR)032,400+32,40003250.04%+325
SOLVENTUM CORP25,34825,488+1401,6551,9660.24%+311
AZENTA INC(AZTA)109,344102,418-6,9262,3102,6140.32%+303
ISHARES:GOLD TRUST(IAU)04,004+4,00403020.04%+302
LUMENTUM HOLDINGS INC(LITE)1,9331,93301,3581,6590.20%+300
TEXAS INSTRS INC(TXN)0991+99102950.04%+295
HAEMONETICS(HAE)11,30012,350+1,0506379260.11%+289
VANECK VIETNAM ETF287,644284,744-2,9004,9795,2590.64%+280
CROWN HLDGS INC(CCK)24,11423,964-1502,4172,6800.33%+262
MAXLINEAR INC02,000+2,00002560.03%+256
AGILENT TECHNOLOGIES INC(A)13,52513,52501,5421,7970.22%+255
RBB BANCORP(RBB)40,55040,55008671,1120.13%+245
VANGUARD INFORMATION TECHNOLOG
INF TECH ETF
4454,598+4,1533105500.07%+239
APTIV PLC F(APTV)9,25014,350+5,1006428810.11%+238
SANDISK CORP SNDK(SNDK)099+9902250.03%+225
ISHARES MSCI EMERGING MARKETS03,250+3,25002220.03%+222
INVSC S P 500 EQUAL WEIGHT ETF01,000+1,00002130.03%+213
THERMO FISHER SCIENTIFIC(TMO)10,99511,198+2035,4045,6140.68%+210
FLUOR CORP NEW(FLR)04,000+4,00002100.03%+210
INVSC QQQ TRUST SRS 1 ETF379574+1952194230.05%+204
ACV AUCTIONS INC CLASS A66,28466,28402814770.06%+196
TERADATA CORP DEL21,20021,000-2005437280.09%+184
WEBSTER FINL CORP(WBS)27,55027,350-2001,9132,0900.25%+178
EAGLE BANCORP MONT INC(EBMT)48,91048,91001,0071,1700.14%+164
WATERSTONE FINL INC MD61,24859,748-1,5001,1041,2390.15%+134
DENTSPLY SIRONA INC(XRAY)23,20038,000+14,8002694030.05%+134
JOHNSON CONTROLS INTER F7,4997,575+769821,1070.13%+125
AVANTOR INC(AVTR)011,800+11,80001170.01%+117
BOOKING HOLDINGS ORD(BKNG)2446,400+6,1561,0271,1410.14%+113
ORACLE CORP(ORCL)15,24516,029+7842,2432,3490.28%+106
MICROSOFT CORP(MSFT)29,03529,080+4510,74810,8471.32%+99
VANGUARD FTSE EMERGING MARKETS23,80023,150-6501,2861,3820.17%+95
NATIONAL BANK OF CANADA ORD3,2403,24004195110.06%+92
THE COCA-COLA CO(KO)5,2175,958+7413974840.06%+87
FRANKLIN ELEC INC(FELE)5,4005,40004985790.07%+81
3M CO3,9003,960+605666410.08%+75
KNIFE RIVER ORD(KNF)54,39253,971-4214,4414,5150.55%+74
FIRST BUSEY ORD(BUSE)20,78020,196-5845255960.07%+71
PURECYCLE TECHNOLOGIES I CLASS15,60018,300+2,700811480.02%+67
VANGUARD TOTAL STOCK MARKET ET1,3541,35404345010.06%+67
FIDELITY ENHANCED SMALL CAP ET
ENHANCED SML CAP
5,8475,84702222820.03%+60
OTTER TAIL CORP(OTTR)25,45025,45002,2342,2900.28%+56
ISHS MSCI EMERG MRKT MIN VOL F5,2005,20003373910.05%+55
GOLDMAN SACHS GROUP INC(GS)265275+102242780.03%+54
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JOHN G ULLMAN & ASSOCIATES INC — 13F Holdings — Q2 2026 | TickerTrail