Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$695.52M
Total Bought
$194.18M
Total Sold
$212.25M
Net Transaction
-$18.08M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BROADCOM INC(AVGO)0105,940+105,940018,2752.63%+18,275
TE CONNECTIVITY PLC F(TEL)0108,637+108,637016,4032.36%+16,403
EXXON MOBIL CORP0111,381+111,381013,0561.88%+13,056
AMERICAN TOWER CORP NEW REIT049,871+49,871011,5981.67%+11,598
MERCK & CO. INC.(MRK)097,472+97,472011,0691.59%+11,069
ESSENTIAL UTILS INC0212,122+212,12208,1821.18%+8,182
COHERENT CORP(COHR)080,950+80,95007,1971.03%+7,197
VULCAN MATLS CO(VMC)025,650+25,65006,4240.92%+6,424
IBM CORP(IBM)0120,493+120,493026,6393.83%+26,639
HERC HLDGS INC(HRI)033,871+33,87105,4000.78%+5,400
EQUINIX INC REIT(EQIX)06,020+6,02005,3440.77%+5,344
GE HEALTHCARE TECHNOLOGI055,481+55,48105,2070.75%+5,207
JAZZ PHARMACEUTICALS P F(JAZZ)045,094+45,09405,0240.72%+5,024
NEXSTAR MEDIA GROUP INC028,343+28,34304,6870.67%+4,687
TERADATA CORP DEL0144,850+144,85004,3950.63%+4,395
SALESFORCE INC013,800+13,80003,7770.54%+3,777
VANECK VIETNAM ETF0480,517+480,51706,1410.88%+6,141
GSK PLC ADR F SPONSORED ADR 1(GSK)084,120+84,12003,4390.49%+3,439
EVERSOURCE ENERGY(ES)048,800+48,80003,3210.48%+3,321
MODERNA INC(MRNA)049,650+49,65003,3180.48%+3,318
ZIMMER BIOMET HLDGS INC029,812+29,81203,2180.46%+3,218
DENTSPLY SIRONA INC(XRAY)0193,006+193,00605,2230.75%+5,223
CORNING INC(GLW)703,431669,877-33,55427,32830,2454.35%+2,917
AGILENT TECHNOLOGIES INC(A)018,426+18,42602,7360.39%+2,736
UNITED THERAPEUTICS CORP(UTHR)07,435+7,43502,6640.38%+2,664
ALBEMARLE CORP(ALB)25,52553,129+27,6042,4385,0320.72%+2,594
INVSC WILDERHILL CLEAN ENERGY0117,600+117,60002,3560.34%+2,356
OGE ENERGY CORP(OGE)556,280540,580-15,70019,85922,1753.19%+2,315
ARCBEST CORP020,975+20,97502,2750.33%+2,275
SOLVENTUM CORP029,900+29,90002,0850.30%+2,085
ASTEC INDUSTRIES INC81,743134,314+52,5712,4244,2900.62%+1,865
AVANTOR INC(AVTR)072,000+72,00001,8630.27%+1,863
BCE INC F053,023+53,02301,8450.27%+1,845
GRANITE CONSTR INC(GVA)106,460105,960-5006,5978,4011.21%+1,803
CISCO SYSTEMS INC(CSCO)0346,548+346,548018,4432.65%+18,443
SCHLUMBERGER LTD F(SLB)0328,704+328,704013,7891.98%+13,789
SNOWFLAKE INC CLASS A(SNOW)17,45033,350+15,9002,3573,8310.55%+1,473
ACV AUCTIONS INC CLASS A066,284+66,28401,3480.19%+1,348
WATERSTONE FINL INC MD090,826+90,82601,3350.19%+1,335
KINDER MORGAN INC DEL058,420+58,42001,2900.19%+1,290
GENERAC HLDGS INC(GNRC)50,77550,275-5006,7137,9881.15%+1,274
APTIV PLC F016,850+16,85001,2130.17%+1,213
EQUINOR ASA F SPONSORED ADR 1(EQNR)046,050+46,05001,1660.17%+1,166
LUMENTUM HOLDINGS INC(LITE)86,23887,670+1,4324,3915,5570.80%+1,165
KNIFE RIVER ORD(KNF)060,618+60,61805,4190.78%+5,419
RBB BANCORP046,850+46,85001,0780.16%+1,078
PAYPAL HLDGS INC(PYPL)046,180+46,18003,6030.52%+3,603
LOWES COS INC(LOW)022,016+22,01605,9630.86%+5,963
GE VERNOVA INC(GEV)03,929+3,92901,0020.14%+1,002
EAGLE BANCORP MONT INC062,574+62,57409880.14%+988
TOMPKINS FINL CORP(TMP)123,727120,765-2,9626,0506,9791.00%+929
ALGONQUIN PWR & UTILS F73,300238,229+164,9294301,2980.19%+869
THERMO FISHER SCIENTIFIC(TMO)013,395+13,39508,2861.19%+8,286
M D U RESOURCES GRP(MDU)0402,782+402,782011,0401.59%+11,040
SKYWORKS SOLUTIONS INC07,600+7,60007510.11%+751
FISERV INC(FISV)039,835+39,83507,1561.03%+7,156
LOGILITY SUPPLY CHAIN0452,325+452,32505,0620.73%+5,062
CROSSFIRST BANKSHARES IN039,552+39,55206600.09%+660
CACI INTL INC CLASS A(CACI)16,85915,659-1,2007,2527,9011.14%+649
CONSTELLATION ENERGY COR(CEG)02,465+2,46506410.09%+641
SYSCO CORP(SYY)070,592+70,59205,5100.79%+5,510
PUBLIC SVC ENTERPRISE GR(PEG)40,93340,733-2003,0173,6340.52%+617
AMERISERV FINL INC0234,577+234,57706120.09%+612
STATE STR CORP(STT)044,334+44,33403,9220.56%+3,922
TORTOISE ENERGY INFRASTR015,241+15,24105980.09%+598
C & F FINL CORP010,050+10,05005860.08%+586
CROWN HLDGS INC(CCK)027,739+27,73902,6600.38%+2,660
BLOOM ENERGY CORP CLASS A184,400268,000+83,6002,2572,8300.41%+573
M & T BK CORP03,106+3,10605530.08%+553
ORACLE CORP(ORCL)21,35520,855-5003,0153,5540.51%+538
3M CO03,700+3,70005060.07%+506
PORTLAND GENERAL ELECTRIC CO(POR)0131,566+131,56606,3020.91%+6,302
NEW JERSEY RES CORP(NJR)0128,128+128,12806,0480.87%+6,048
ILLUMINA INC(ILMN)16,95017,150+2001,7692,2370.32%+467
FLOWSERVE CORP152,350150,650-1,7007,3287,7871.12%+459
WATTS WATER TECHNOLOGIES CLASS(WTS)019,875+19,87504,1180.59%+4,118
ITRON INC(ITRI)61,79961,132-6676,1166,5300.94%+414
GOODYEAR TIRE & RUBR CO(GT)065,300+65,30005780.08%+578
IDACORP INC(IDA)040,343+40,34304,1590.60%+4,159
NEXTERA ENERGY INC26,64726,64701,8872,2520.32%+366
VANGUARD S&P 500 ETF8,2988,506+2084,1504,4880.65%+338
SOUTHERN CO(SO)26,09326,09302,0242,3530.34%+329
ABBOTT LABS030,617+30,61703,4910.50%+3,491
BLACK HILLS CORP59,98458,516-1,4683,2623,5760.51%+315
HEARTLAND BANCCORP02,100+2,10003010.04%+301
EATON CORP PLC F(ETN)0869+86902880.04%+288
BECTON DICKINSON & CO(BDX)01,121+1,12102700.04%+270
ARCHER-DANIELS MIDLAND C04,500+4,50002690.04%+269
LINDSAY CORP(LNN)57,55958,875+1,3167,0737,3381.06%+265
OTTER TAIL CORP(OTTR)03,200+3,20002500.04%+250
WEC ENERGY GROUP INC02,587+2,58702490.04%+249
CRH ADR REPSG 1 ORD02,500+2,50002320.03%+232
APPLE INC(AAPL)18,25517,457-7983,8454,0670.58%+223
ACCENTURE PLC IRELAND F CLASS0616+61602180.03%+218
SUMMIT MATERIALS CL A ORD0108,873+108,87304,2490.61%+4,249
CIENA CORP(CIEN)17,50017,100-4008431,0530.15%+210
NVIDIA CORP(NVDA)01,710+1,71002080.03%+208
GORMAN RUPP CO CLASS EQUITY(GRC)0115,411+115,41104,4950.65%+4,495
VIAVI SOLUTIONS INC(VIAV)0109,450+109,45009870.14%+987
HYDRO ONE LTD F(HRNNF)29,70029,70008651,0280.15%+163
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