Fund Holdings — JOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$742.67M
Total Bought
$55.69M
Total Sold
$96.24M
Net Transaction
-$40.55M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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BLOOM ENERGY CORP CLASS A282,700225,183-57,5176,76219,0442.56%+12,282
NEXTERA ENERGY INC26,947156,653+129,7061,87111,8261.59%+9,955
ESSENTIAL UTILS INC266,002464,925+198,9239,87918,5512.50%+8,671
TAIWAN SEMICONDUCTOR M F SPONS(TSM)138,692135,335-3,35731,41237,7985.09%+6,385
DOMINION ENERGY INC103,182180,488+77,3065,83211,0401.49%+5,209
TE CONNECTIVITY PLC F(TEL)103,914102,219-1,69517,52722,4403.02%+4,913
EVERSOURCE ENERGY(ES)112,702162,925+50,2237,17011,5901.56%+4,420
CORNING INC(GLW)560,239409,169-151,07029,46333,5644.52%+4,101
WESTERN DIGITAL CORP(WDC)92,54376,058-16,4855,9229,1321.23%+3,210
EQT CORP(EQT)81,100143,850+62,7504,7307,8301.05%+3,100
BROADCOM INC(AVGO)87,51581,921-5,59424,12427,0273.64%+2,903
EAGLE MATLS INC(EXP)15,77524,500+8,7253,1885,7090.77%+2,521
ADOBE INC06,510+6,51002,2960.31%+2,296
PORTLAND GENERAL ELECTRIC CO(POR)185,936219,834+33,8987,5559,6731.30%+2,118
INTEL CORP(INTC)181,250181,809+5594,0606,1000.82%+2,040
TWILIO CL A ORD(TWLO)019,741+19,74101,9760.27%+1,976
SANDISK CORP SNDK(SNDK)29,99228,188-1,8041,3603,1630.43%+1,803
ALPHABET INC CLASS C15,17816,973+1,7952,6924,1340.56%+1,441
ALPHABET INC CLASS A22,70822,323-3854,0025,4270.73%+1,425
LUMENTUM HOLDINGS INC(LITE)50,24837,673-12,5754,7776,1300.83%+1,353
GENERAC HLDGS INC(GNRC)58,30157,875-4268,3499,6881.30%+1,339
GORMAN RUPP CO CLASS EQUITY(GRC)111,783114,931+3,1484,1055,3340.72%+1,229
EVERUS CONSTRUCTION GROUP ORD(ECG)90,47380,947-9,5265,7486,9410.93%+1,193
THERMO FISHER SCIENTIFIC(TMO)11,61412,090+4764,7095,8640.79%+1,155
GRANITE CONSTR INC(GVA)79,28277,630-1,6527,4148,5121.15%+1,098
VULCAN MATLS CO(VMC)25,77525,350-4256,7237,7981.05%+1,076
CIENA CORP(CIEN)16,70016,70001,3582,4330.33%+1,074
VANECK VIETNAM ETF314,390299,674-14,7164,3235,3460.72%+1,023
ASTEC INDUSTRIES INC183,992180,276-3,7167,6718,6771.17%+1,006
UNITED THERAPEUTICS CORP(UTHR)7,2817,080-2012,0922,9680.40%+876
JAZZ PHARMACEUTICALS P F(JAZZ)35,91035,375-5353,8114,6620.63%+852
MERCK & CO. INC.(MRK)94,31398,706+4,3937,4668,2841.12%+819
APPLE INC(AAPL)17,18317,058-1253,5254,3430.58%+818
OGE ENERGY CORP(OGE)514,468508,249-6,21922,83223,5173.17%+685
HALLIBURTON CO(HAL)63,70879,708+16,0001,2981,9610.26%+662
NEXSTAR MEDIA GROUP INC27,59327,475-1184,7725,4330.73%+661
BCE INC F104,815125,143+20,3282,3242,9270.39%+603
HAEMONETICS(HAE)011,950+11,95005820.08%+582
MICROSOFT CORP(MSFT)32,14831,959-18915,99116,5532.23%+562
ELECTRONIC ARTS INC23,25021,175-2,0753,7134,2710.58%+558
LOWES COS INC(LOW)20,55520,230-3254,5615,0840.68%+523
EXXON MOBIL CORP107,041106,789-25211,53912,0401.62%+501
IDACORP INC(IDA)39,61838,379-1,2394,5745,0720.68%+498
OTTER TAIL CORP(OTTR)15,95020,650+4,7001,2301,6930.23%+463
M D U RESOURCES GRP(MDU)394,297391,720-2,5776,5736,9770.94%+404
STATE STR CORP(STT)42,99342,593-4004,5724,9410.67%+369
REGENERON PHARMS INC(REGN)1,4051,955+5507381,0990.15%+362
NEW JERSEY RES CORP(NJR)122,327120,994-1,3335,4835,8260.78%+343
GSK PLC ADR F SPONSORED ADR 1(GSK)82,10080,960-1,1403,1533,4940.47%+342
WATTS WATER TECHNOLOGIES CLASS(WTS)11,97711,700-2772,9453,2680.44%+323
APTIV PLC F(APTV)5,6008,150+2,5503827030.09%+321
SEAGATE TECHNOLOGY HOLDINGS
ORD SHS
01,338+1,33803160.04%+316
SYSCO CORP(SYY)72,27670,218-2,0585,4745,7820.78%+308
GE VERNOVA INC(GEV)3,6643,639-251,9392,2380.30%+299
VONTIER CORP(VNT)61,92161,421-5002,2852,5780.35%+293
CACI INTL INC CLASS A(CACI)20,23219,899-3339,6459,9251.34%+281
VANGUARD S&P 500 ETF6,9236,837-863,9324,1870.56%+254
BLACK HILLS CORP52,94152,291-6502,9703,2210.43%+251
ABBVIE INC(ABBV)01,055+1,05502440.03%+244
PFIZER INC(PFE)150,703152,598+1,8953,6533,8880.52%+235
TERADATA CORP DEL15,10026,200+11,1003375640.08%+227
ILLUMINA INC(ILMN)4,1006,450+2,3503916130.08%+221
FIDELITY ENHANCED SMALL CAP ET
ENHANCED SML CAP
05,847+5,84702140.03%+214
GOLDMAN SACHS GROUP INC(GS)0265+26502110.03%+211
VANGUARD VALUE ETF01,090+1,09002030.03%+203
ARGAN INC4,1004,10009041,1070.15%+203
TOMPKINS FINL CORP(TMP)86,50484,843-1,6615,4265,6170.76%+191
SCHLUMBERGER LTD F(SLB)274,187275,120+9339,2689,4561.27%+188
SKANSKA AB F SPONSORED ADR 1 A74,00072,766-1,2341,7101,8870.25%+177
AGILENT TECHNOLOGIES INC(A)17,07517,07502,0152,1920.30%+177
WATERSTONE FINL INC MD51,10056,498+5,3987068810.12%+176
MODERNA INC(MRNA)16,10023,750+7,6504446130.08%+169
MICRON TECHNOLOGY INC(MU)2,7632,963+2003414960.07%+155
BECTON DICKINSON & CO(BDX)4,1254,523+3987118470.11%+136
VANGUARD FTSE EMERGING MARKETS25,30025,200-1001,2511,3650.18%+114
SMITH A O CORP(AOS)9,2009,700+5006037120.10%+109
WEBSTER FINL CORP(WBS)28,33327,850-4831,5471,6550.22%+108
JOHNSON CONTROLS INTER F7,5748,224+6508009040.12%+104
BP P L C F SPONSORED ADR 1 ADR(BP)21,90021,950+506557560.10%+101
TUTOR PERINI CORP(TPC)5,0005,00002343280.04%+94
ENCOMPASS HEALTH CORP(EHC)28,60028,300-3003,5073,5950.48%+87
XYLEM INC(XYL)2,5802,830+2503344170.06%+84
CIRRUS LOGIC INC(CRUS)3,9003,90004074890.07%+82
ALLIANT ENERGY CORP(LNT)11,30011,30006837620.10%+78
ALGONQUIN PWR & UTILS F56,10074,350+18,2503213990.05%+78
CRH ADR REPSG 1 ORD2,5002,50002303000.04%+70
CHEVRON CORP NEW(CVX)6,4696,411-589269960.13%+69
SOUTHERN CO(SO)26,09225,980-1122,3962,4620.33%+66
PHILLIPS 66(PSX)3,8503,85004595240.07%+64
IQVIA HLDGS INC(IQV)1,9001,90002993610.05%+61
GENERAL MTRS CO(GM)5,0505,05002493080.04%+59
EQUINOR ASA F SPONSORED ADR 1(EQNR)76,35981,159+4,8001,9201,9790.27%+59
ITT INC(ITT)2,2952,29503604100.06%+50
AVANTOR INC(AVTR)11,40016,300+4,9001532030.03%+50
DENTSPLY SIRONA INC(XRAY)15,80023,700+7,9002513010.04%+50
RBB BANCORP(RBB)41,75240,850-9027197660.10%+48
3M CO3,7003,900+2005636050.08%+42
SELECT SECTOR UTI SELECT SPDR7,0577,05705766150.08%+39
VANGUARD INFORMATION TECHNOLOG
INF TECH ETF
44544502953320.04%+37
EMERA INC F(EMA)15,80015,80007237580.10%+34
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JOHN G ULLMAN & ASSOCIATES INC — 13F Holdings — Q3 2025 | TickerTrail