Fund HoldingsJOHN G ULLMAN & ASSOCIATES INC

Total Portfolio Value
$749.97M
Total Bought
$30.03M
Total Sold
$73.14M
Net Transaction
-$43.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
KEURIG DR PEPPER INC(KDP)0158,600+158,60004,4420.59%+4,442
BCE INC F125,143233,327+108,1842,9275,5580.74%+2,631
CISCO SYSTEMS INC(CSCO)0329,810+329,810025,4053.39%+25,405
MERCK & CO. INC.(MRK)98,706101,322+2,6168,28410,6651.42%+2,381
MANHATTAN ASSOCIATES ORD(MANH)012,150+12,15002,1060.28%+2,106
FLOWSERVE CORP0138,300+138,30009,5951.28%+9,595
WESTERN DIGITAL CORP(WDC)76,05864,308-11,7509,13211,0781.48%+1,947
ADOBE INC6,51011,845+5,3352,2964,1460.55%+1,849
LINDSAY CORP(LNN)082,300+82,30009,7011.29%+9,701
EVERSOURCE ENERGY(ES)162,925194,800+31,87511,59013,1161.75%+1,525
ALPHABET INC CLASS A22,32322,141-1825,4276,9300.92%+1,503
CIENA CORP(CIEN)16,70016,500-2002,4333,8590.51%+1,426
PLANET FITNESS INC(PLNT)012,400+12,40001,3450.18%+1,345
PFIZER INC(PFE)152,598206,065+53,4673,8885,1310.68%+1,243
BRISTOL-MYERS SQUIBB(BMY)0149,940+149,94008,0881.08%+8,088
JAZZ PHARMACEUTICALS P F(JAZZ)35,37534,400-9754,6625,8480.78%+1,186
YORK WATER ORD037,050+37,05001,1800.16%+1,180
ALPHABET INC CLASS C16,97316,813-1604,1345,2760.70%+1,142
BOOKING HOLDINGS ORD(BKNG)0202+20201,0820.14%+1,082
COHERENT CORP(COHR)027,850+27,85005,1400.69%+5,140
EQUINOR ASA F SPONSORED ADR 1(EQNR)81,159128,809+47,6501,9793,0440.41%+1,065
THERMO FISHER SCIENTIFIC(TMO)12,09011,825-2655,8646,8520.91%+988
SCHLUMBERGER LTD F(SLB)275,120270,620-4,5009,45610,3861.38%+931
TAIWAN SEMICONDUCTOR M F SPONS(TSM)135,335127,067-8,26837,79838,6145.15%+817
SANDISK CORP SNDK(SNDK)28,18816,655-11,5333,1633,9540.53%+791
PORTLAND GENERAL ELECTRIC CO(POR)219,834217,784-2,0509,67310,4511.39%+779
TWILIO CL A ORD(TWLO)19,74119,216-5251,9762,7330.36%+757
M D U RESOURCES GRP(MDU)391,720389,420-2,3006,9777,6011.01%+625
EXXON MOBIL CORP106,789105,167-1,62212,04012,6561.69%+615
NEXTERA ENERGY INC156,653154,553-2,10011,82612,4081.65%+582
AMAZON.COM INC(AMZN)067,287+67,287015,5312.07%+15,531
HAEMONETICS(HAE)11,95013,600+1,6505821,0900.15%+508
INTEL CORP(INTC)181,809178,589-3,2206,1006,5900.88%+490
ELI LILLY AND CO(LLY)02,430+2,43002,6110.35%+2,611
STATE STR CORP(STT)42,59341,618-9754,9415,3690.72%+428
TOMPKINS FINL CORP(TMP)84,84383,343-1,5005,6176,0440.81%+427
AZENTA INC(AZTA)058,118+58,11801,9330.26%+1,933
UNITED THERAPEUTICS CORP(UTHR)7,0806,955-1252,9683,3890.45%+421
ILLUMINA INC(ILMN)6,4507,825+1,3756131,0260.14%+414
HALLIBURTON CO(HAL)79,70884,008+4,3001,9612,3740.32%+413
GSK PLC ADR F SPONSORED ADR 1(GSK)80,96078,940-2,0203,4943,8710.52%+377
MICRON TECHNOLOGY INC(MU)2,9632,96304968460.11%+350
BLACK HILLS CORP52,29151,391-9003,2213,5680.48%+347
AMGEN INC(AMGN)08,800+8,80002,8800.38%+2,880
OTTER TAIL CORP(OTTR)20,65024,950+4,3001,6932,0160.27%+324
REGENERON PHARMS INC(REGN)1,9551,830-1251,0991,4130.19%+313
GE HEALTHCARE TECHNOLOGI047,759+47,75903,9170.52%+3,917
NVIDIA CORP(NVDA)01,596+1,59602980.04%+298
ALBEMARLE CORP(ALB)02,100+2,10002970.04%+297
DOMINION ENERGY INC180,488193,488+13,00011,04011,3361.51%+296
SOLSTICE ADVANCED MATERIALS OR(SOLS)05,899+5,89902870.04%+287
SELECT SECTOR UTI SELECT SPDR7,05720,914+13,8576158930.12%+277
SALESFORCE INC011,850+11,85003,1390.42%+3,139
AMPHENOL CORP NEW CLASS A01,654+1,65402240.03%+224
APPLE INC(AAPL)17,05816,758-3004,3434,5560.61%+212
TERADATA CORP DEL26,20025,400-8005647730.10%+210
VANECK VIETNAM ETF299,674291,174-8,5005,3465,5560.74%+209
J P MORGAN CHASE & CO(JPM)0633+63302040.03%+204
FORTIS INC F(FTS)03,900+3,90002030.03%+203
MACOM TECHNOLOGY SOLUTIO05,200+5,20008910.12%+891
WATERSTONE FINL INC MD56,49863,248+6,7508811,0470.14%+165
CACI INTL INC CLASS A(CACI)19,89918,924-9759,92510,0831.34%+158
GRANITE CONSTR INC(GVA)77,63075,105-2,5258,5128,6631.16%+151
ARGAN INC4,1004,000-1001,1071,2530.17%+146
EAGLE MATLS INC(EXP)24,50028,330+3,8305,7095,8550.78%+146
EAGLE BANCORP MONT INC056,435+56,43501,1230.15%+1,123
ALGONQUIN PWR & UTILS F74,35086,250+11,9003995300.07%+131
HYDRO ONE LTD F(HRNNF)029,700+29,70001,1820.16%+1,182
QUEST DIAGNOSTICS INC(DGX)01,932+1,93203350.04%+335
SOLVENTUM CORP027,248+27,24802,1590.29%+2,159
SKANSKA AB F SPONSORED ADR 1 A72,76672,76601,8871,9910.27%+104
GENERAL MTRS CO(GM)5,0505,05003084110.05%+103
CROWN HLDGS INC(CCK)025,114+25,11402,5860.34%+2,586
GORMAN RUPP CO CLASS EQUITY(GRC)114,931113,581-1,3505,3345,4230.72%+90
WEBSTER FINL CORP(WBS)27,85027,700-1501,6551,7430.23%+88
GILEAD SCIENCES INC(GILD)06,995+6,99508590.11%+859
RBB BANCORP40,85040,550-3007668370.11%+71
IQVIA HLDGS INC(IQV)1,9001,90003614280.06%+67
JOHNSON CONTROLS INTER F8,2248,099-1259049700.13%+66
NATIONAL BANK OF CANADA ORD03,330+3,33004190.06%+419
ROCHE HLDG LTD F SPONSORED ADR05,300+5,30002730.04%+273
CONSTELLATION ENERGY COR(CEG)02,432+2,43208590.11%+859
TE CONNECTIVITY PLC F(TEL)102,21998,817-3,40222,44022,4823.00%+42
ISHARES BIOTECHNOLOGY ETF01,700+1,70002870.04%+287
GE AEROSPACE(GE)01,550+1,55004770.06%+477
GE VERNOVA INC(GEV)3,6393,479-1602,2382,2740.30%+36
NORWOOD FINL CORP012,600+12,60003530.05%+353
GOLDMAN SACHS GROUP INC(GS)265269+42112360.03%+25
SEAGATE TECHNOLOGY HOLDINGS
ORD SHS
1,3381,238-1003163410.05%+25
NEXSTAR MEDIA GROUP INC27,47526,875-6005,4335,4570.73%+24
SHELL PLC F SPONSORED ADR 1 AD(SHEL)011,100+11,10008160.11%+816
EMERA INC F(EMA)15,80015,80007587790.10%+21
3M CO3,9003,90006056240.08%+19
CORNING INC(GLW)409,169383,531-25,63833,56433,5824.48%+18
GOODYEAR TIRE & RUBR CO(GT)017,300+17,30001520.02%+152
CRH ADR REPSG 1 ORD2,5002,50003003120.04%+12
OCEANFIRST FINL CORP(OCFC)027,000+27,00004850.06%+485
MODERNA INC(MRNA)23,75021,150-2,6006136240.08%+10
VANGUARD TOTAL STOCK MARKET ET01,354+1,35404540.06%+454
AMERICAN ELEC PWR CO INC03,390+3,39003910.05%+391
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