Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$630.46M
Total Bought
$63.46M
Total Sold
$95.10M
Net Transaction
-$31.64M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BROADCOM LTD AVGO(AVGO)011,715+11,715013,0772.07%+13,077
GENERAC HOLDINGS ORD(GNRC)052,650+52,65006,8041.08%+6,804
LOWE'S COS INC LOW(LOW)022,375+22,37504,9800.79%+4,980
INTEL CORP(INTC)324,846319,631-5,21511,54816,0612.55%+4,513
ZIMMER BIOMET HOLDINGS INC(ZBH)032,664+32,66403,9750.63%+3,975
IBM CORP(IBM)133,342131,867-1,47518,70821,5673.42%+2,859
TAIWAN SEMICONDUCTR F SPONSORE(TSM)0153,542+153,542015,9682.53%+15,968
CHEWY CL A ORD(CHWY)0104,889+104,88902,4790.39%+2,479
GE HEATHCARE TECHNOLOGY(GEHC)29,98557,916+27,9312,0404,4780.71%+2,438
AMERICAN TOWER CORP(AMT)030,821+30,82106,6541.06%+6,654
SYSCO CORP(SYY)45,58570,535+24,9503,0115,1580.82%+2,147
MICROSOFT CORP(MSFT)035,146+35,146013,2162.10%+13,216
INSTRUCTURE HOLDINGS ORD12,85188,464+75,6133262,3890.38%+2,063
TE CONNECTIVITY LTD F0111,112+111,112015,6112.48%+15,611
WESTERN DIGITAL CORP(WDC)79,650103,750+24,1003,6345,4330.86%+1,799
AMAZON.COM INC(AMZN)073,714+73,714011,2001.78%+11,200
HERC HOLDINGS ORD(HRI)034,871+34,87105,1920.82%+5,192
GRANITE CONSTRUCTION(GVA)0121,660+121,66006,1880.98%+6,188
COHERENT CORP(COHR)085,100+85,10003,7040.59%+3,704
AZENTA ORD(AZTA)82,36882,118-2504,1345,3490.85%+1,215
BANCROFT FUND LTD18,21492,772+74,5582871,4820.24%+1,195
J P MORGAN CHASE & CO(JPM)042,018+42,01807,1471.13%+7,147
SNOWFLAKE INC.(SNOW)010,732+10,73202,1360.34%+2,136
KNIFE RIVER ORD(KNF)062,336+62,33604,1250.65%+4,125
PORTLAND GENERAL ELECTRIC CO(POR)0144,400+144,40006,2580.99%+6,258
DANA INC(DAN)0161,250+161,25002,3560.37%+2,356
MOODYS ORD(MCO)10,85011,207+3573,4304,3770.69%+947
ITRON INC(ITRI)063,356+63,35604,7840.76%+4,784
VANGUARD FTSE EMERGING MARKETS5,41926,319+20,9002121,0820.17%+869
OCEANFIRST FINANCIAL ORD(OCFC)049,600+49,60008610.14%+861
STATE STREET ORD(STT)41,71046,810+5,1002,7933,6260.58%+833
OGE ENERGY CORP(OGE)0567,580+567,580019,8263.14%+19,826
FISERV INC(FISV)044,471+44,47105,9080.94%+5,908
HONEYWELL INTL INC(HON)033,631+33,63107,0531.12%+7,053
WALT DISNEY CO(DIS)082,799+82,79907,4761.19%+7,476
VANGUARD S&P 500 ETF08,779+8,77903,8350.61%+3,835
SUMMIT MATERIALS CL A ORD0116,893+116,89304,4960.71%+4,496
WATTS WATER TECH INC CLASS A(WTS)021,125+21,12504,4010.70%+4,401
NRG ENERGY INC NRG(NRG)53,50052,550-9502,0612,7170.43%+656
LINDSAY CORP(LNN)059,375+59,37507,6691.22%+7,669
NEXTERA ENERGY INC014,497+14,49708810.14%+881
WATERSTONE FINANCIAL ORD060,262+60,26208560.14%+856
HALLIBURTON CO HLDG(HAL)110,160138,748+28,5884,4615,0160.80%+554
APPLE INC(AAPL)018,143+18,14303,4930.55%+3,493
DENTSPLY SIRONA INC(XRAY)0129,730+129,73004,6170.73%+4,617
BLOOM ENERGY CL A ORD51,85081,200+29,3506881,2020.19%+514
GSK PLC ADR(GSK)76,58088,740+12,1602,7763,2890.52%+513
PAYPAL HOLDINGS INCORPOR(PYPL)039,285+39,28502,4120.38%+2,412
MERCK & CO INC(MRK)098,799+98,799010,7711.71%+10,771
EQUINIX REIT ORD(EQIX)06,125+6,12504,9330.78%+4,933
NEW JERSEY RESOURCES CORPORATI(NJR)0132,963+132,96305,9270.94%+5,927
CORNING INC(GLW)0744,708+744,708022,6763.60%+22,676
ELECTRONIC ARTS INC EA(EA)022,050+22,05003,0170.48%+3,017
ABBOTT LABORATORIES030,974+30,97403,4090.54%+3,409
EVERSOURCE ENERGY ES(ES)71,06073,542+2,4824,1324,5390.72%+407
GENERAL ELECTRIC CO(GE)26,39225,940-4522,9183,3110.53%+393
AMERICAN SOFTWARE INC572,017614,740+42,7236,5556,9471.10%+391
ARCBEST ORD(ARCB)22,10021,750-3502,2462,6150.41%+368
WEBSTER FINANCIAL ORD(WBS)31,45031,850+4001,2681,6170.26%+349
NEXSTAR BROADCASTING GROUP-A N(NXST)029,155+29,15504,5700.72%+4,570
RBB BANCORP49,15048,550-6006289240.15%+296
GORMAN RUPP ORD(GRC)121,458119,604-1,8543,9964,2500.67%+254
VIAVI SOLUTIONS INC(VIAV)0102,350+102,35001,0310.16%+1,031
AGILENT TECHNOLOGIES INC(A)018,976+18,97602,6380.42%+2,638
ALPHABET INC. CLASS A01,702+1,70202380.04%+238
C AND F FINANCIAL ORD16,76016,660-1008981,1360.18%+238
XYLEM INC.(XYL)02,060+2,06002360.04%+236
NORWOOD FINANCIAL CORP07,000+7,00002300.04%+230
HOME DEPOT INC(HD)0664+66402300.04%+230
SPDR S&P REGIONAL BANKING ETF04,300+4,30002250.04%+225
VONTIER CORP(VNT)065,897+65,89702,2770.36%+2,277
ALPHABET INC. CLASS C01,550+1,55002180.03%+218
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
01,086+1,08602090.03%+209
EATON CORP PLC F(ETN)0840+84002020.03%+202
LILLY ELI & CO(LLY)3,9983,99802,1472,3310.37%+183
EQUINOR ADR REP ORD(EQNR)166,400178,000+11,6005,4565,6320.89%+176
IDACORP INC(IDA)041,518+41,51804,0820.65%+4,082
AMGEN INC.(AMGN)10,94410,814-1302,9413,1150.49%+173
BCE INC(BCE)0245,242+245,24209,6581.53%+9,658
EAGLE BANCORP MONTANA INC20,55625,392+4,8362434010.06%+158
TUTOR PERINI CORP(TPC)016,500+16,50001500.02%+150
PUB SVC ENTERPISE GP(PEG)041,394+41,39402,5310.40%+2,531
A. O. SMITH CORP(AOS)8,7008,70005757170.11%+142
INGERSOLL RAND INC(IR)011,142+11,14208620.14%+862
SKANSKA AB FSPONSORED ADR81,40081,800+4001,3391,4800.23%+141
SOUTHERN CO(SO)025,700+25,70001,8020.29%+1,802
HYDRO ONE ORD(HRNNF)029,700+29,70008900.14%+890
CROSSFIRST BANKSHARES ORD44,66342,663-2,0004515790.09%+129
ARGAN INC163,865162,129-1,7367,4597,5861.20%+127
EAGLE MATERIALS INC(EXP)04,100+4,10008320.13%+832
FLOWSERVE CORP164,650161,600-3,0506,5486,6611.06%+113
CROWN HOLDINGS INC(CCK)28,73428,589-1452,5422,6330.42%+90
FENTURA FINANCIAL INC23,25022,414-8365296100.10%+81
ILLINOIS TOOL WORKS(ITW)2,5002,50005766550.10%+79
INTUIT INC(INTU)67567503454220.07%+77
PALO ALTO NETWORKS INC(PANW)1,0371,078+412433180.05%+75
IQVIA HOLDINGS INC(IQV)2,1002,10004134860.08%+73
MA COM TECH SOLUTN6,1006,10004985670.09%+69
TORTOISE ENERGY INF CORP(TYG)7,60010,035+2,4352202890.05%+69
SHERWIN WILLIAMS CO(SHW)1,1501,15002933590.06%+65
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