Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$679.64M
Total Bought
$45.43M
Total Sold
$95.31M
Net Transaction
-$49.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
EVERUS CONSTRUCTION GROUP ORD(ECG)097,776+97,77606,4290.95%+6,429
BECTON DICKINSON & CO(BDX)1,12126,250+25,1292705,9550.88%+5,685
DOMINION ENERGY INC090,491+90,49104,8740.72%+4,874
EQT CORP(EQT)083,000+83,00003,8270.56%+3,827
BLOOM ENERGY CORP CLASS A268,000287,200+19,2002,8306,3790.94%+3,549
EMERSON ELEC CO(EMR)0286,718+286,718035,5335.23%+35,533
EVERSOURCE ENERGY(ES)48,800103,450+54,6503,3215,9410.87%+2,620
BROADCOM INC(AVGO)105,94089,997-15,94318,27520,8653.07%+2,590
BCE INC F53,023183,622+130,5991,8454,2560.63%+2,411
TAIWAN SEMICONDUCTOR M F SPONS(TSM)0139,287+139,287027,5084.05%+27,508
REGENERON PHARMS INC(REGN)03,315+3,31502,3610.35%+2,361
ENCOMPASS HEALTH CORP(EHC)024,050+24,05002,2210.33%+2,221
ESSENTIAL UTILS INC212,122282,050+69,9288,18210,2441.51%+2,063
AMAZON.COM INC(AMZN)069,583+69,583015,2662.25%+15,266
AZENTA INC(AZTA)0111,825+111,82505,5910.82%+5,591
CISCO SYSTEMS INC(CSCO)346,548338,292-8,25618,44320,0272.95%+1,584
ASTEC INDUSTRIES INC134,314162,692+28,3784,2905,4660.80%+1,176
AVANTOR INC(AVTR)72,000142,500+70,5001,8633,0020.44%+1,140
SUMMIT MATERIALS CL A ORD108,873103,251-5,6224,2495,2250.77%+975
ALBEMARLE CORP(ALB)53,12969,329+16,2005,0325,9680.88%+936
OTTER TAIL CORP(OTTR)3,20016,050+12,8502501,1850.17%+935
DISNEY WALT CO(DIS)087,041+87,04109,6921.43%+9,692
APTIV PLC F(APTV)012,650+12,65007650.11%+765
FISERV INC(FISV)39,83538,560-1,2757,1567,9211.17%+765
SALESFORCE INC13,80013,525-2753,7774,5220.67%+745
HERC HLDGS INC(HRI)33,87131,946-1,9255,4006,0480.89%+648
FLOWSERVE CORP150,650146,550-4,1007,7878,4301.24%+642
BRISTOL-MYERS SQUIBB(BMY)0155,718+155,71808,8071.30%+8,807
KNIFE RIVER ORD(KNF)60,61858,652-1,9665,4195,9610.88%+543
CIENA CORP(CIEN)17,10017,10001,0531,4500.21%+397
STATE STR CORP(STT)44,33443,803-5313,9224,2990.63%+377
HONEYWELL INTL INC(HON)030,704+30,70406,9361.02%+6,936
INVSC QQQ TRUST SRS 1 ETF0578+57802950.04%+295
APPLE INC(AAPL)17,45717,192-2654,0674,3050.63%+238
PAYPAL HLDGS INC(PYPL)46,18044,980-1,2003,6033,8390.56%+236
GE VERNOVA INC(GEV)3,9293,746-1831,0021,2320.18%+230
VULCAN MATLS CO(VMC)25,65025,854+2046,4246,6500.98%+227
BOSTON SCIENTIFIC CORP(BSX)02,391+2,39102140.03%+214
IDACORP INC(IDA)40,34339,993-3504,1594,3700.64%+211
WEBSTER FINL CORP(WBS)028,700+28,70001,5850.23%+1,585
INVSC WILDERHILL CLEAN ENERGY117,600125,800+8,2002,3562,5170.37%+162
ARGAN INC04,300+4,30005890.09%+589
VONTIER CORP(VNT)062,671+62,67102,2860.34%+2,286
WATERSTONE FINL INC MD90,826108,342+17,5161,3351,4560.21%+121
MACOM TECHNOLOGY SOLUTIO06,000+6,00007790.11%+779
ACV AUCTIONS INC CLASS A66,28466,28401,3481,4320.21%+84
AMERISERV FINL INC234,577255,500+20,9236126850.10%+72
GILEAD SCIENCES INC(GILD)05,235+5,23504840.07%+484
VIAVI SOLUTIONS INC(VIAV)109,450104,250-5,2009871,0530.15%+66
VANGUARD INFORMATION TECHNOLOG
INF TECH ETF
0445+44502770.04%+277
ALPHABET INC CLASS A01,933+1,93303660.05%+366
ALPHABET INC CLASS C01,844+1,84403510.05%+351
TORTOISE ENERGY INFRASTR15,24115,24105986400.09%+42
HEARTLAND BANCCORP2,1002,10003013300.05%+28
GENERAL MTRS CO(GM)05,050+5,05002690.04%+269
SPDR S&P REGIONAL BANKING ETF04,300+4,30002600.04%+260
JOHNSON CONTROLS INTER F07,637+7,63706030.09%+603
LABCORP HLDGS INC(LH)02,351+2,35105390.08%+539
ILLUMINA INC(ILMN)17,15016,800-3502,2372,2450.33%+8
CANADIAN WESTN BK EDMO F07,400+7,40003020.04%+302
EATON CORP PLC F(ETN)869871+22882890.04%+1
AVALON ADVANCED MATERIALS INC(AVLNF)018,750+18,750000.00%0
CRH ADR REPSG 1 ORD2,5002,50002322310.03%-1
SKANSKA AB F SPONSORED ADR 1 A074,900+74,90001,5690.23%+1,569
ARCHER-DANIELS MIDLAND C4,5005,200+7002692630.04%-6
BERKSHIRE HATHAWAY CLASS B01,774+1,77408040.12%+804
PALO ALTO NETWORKS INC(PANW)01,956+1,95603560.05%+356
BANCROFT CF086,982+86,98201,5400.23%+1,540
WEC ENERGY GROUP INC2,5872,487-1002492340.03%-15
ITT INC(ITT)02,304+2,30403290.05%+329
ALLIANT ENERGY CORP(LNT)011,300+11,30006680.10%+668
OCEANFIRST FINL CORP(OCFC)024,800+24,80004490.07%+449
MEXICO FUND INC010,600+10,60001400.02%+140
INVSC WATER RESC PORTFOLIO ETF04,420+4,42002910.04%+291
ELECTRONIC ARTS INC(EA)022,400+22,40003,2770.48%+3,277
ROPER TECHNOLOGIES INC(ROP)0490+49002550.04%+255
FIRSTENERGY CORP(FE)05,400+5,40002150.03%+215
3M CO3,7003,70005064780.07%-28
AGCO CORP DEL04,300+4,30004020.06%+402
EMERA INC F(EMA)015,800+15,80005910.09%+591
ISHS MSCI EMERG MRKT MIN VOL F05,550+5,55003220.05%+322
FORTIS INC F(FTS)04,900+4,90002040.03%+204
VANGUARD S&P 500 ETF8,5068,269-2374,4884,4550.66%-33
NORWOOD FINL CORP018,800+18,80005110.08%+511
SHELL PLC F SPONSORED ADR 1 AD(SHEL)010,900+10,90006830.10%+683
AECOM02,449+2,44902620.04%+262
VERIZON COMMUNICATIONS I05,086+5,08602030.03%+203
FRANKLIN ELEC INC(FELE)05,400+5,40005260.08%+526
BP P L C F SPONSORED ADR 1 ADR(BP)021,900+21,90006470.10%+647
SELECT SECTOR UTI SELECT SPDR07,057+7,05705340.08%+534
DUKE ENERGY CORP NEW(DUK)07,025+7,02507570.11%+757
SHERWIN-WILLIAMS CO(SHW)01,150+1,15003910.06%+391
CHEVRON CORP NEW(CVX)06,436+6,43609320.14%+932
XYLEM INC(XYL)02,580+2,58002990.04%+299
AMERICAN ELEC PWR CO INC03,628+3,62803350.05%+335
MARATHON PETROLEUM CORP(MPC)02,463+2,46303440.05%+344
THE COCA-COLA CO(KO)05,566+5,56603470.05%+347
EAGLE BANCORP MONT INC62,57460,137-2,4379889220.14%-66
ROCHE HLDG LTD F SPONSORED ADR06,200+6,20002160.03%+216
UNITED THERAPEUTICS CORP(UTHR)7,4357,355-802,6642,5950.38%-69
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