JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 26, 2017

Total Value ($000): $503,962 (100.0% shares, 0.0% debt)

Holdings (114)

JNJ JOHNSON & JOHNSON 5.0%
Value ($000) $24,955 Shares 188,635 Est. Cost $60.65 Unrealized +65.5%
GLW CORNING INC 4.2%
Value ($000) $21,315 Shares 709,325 Est. Cost $11.53 Unrealized +97.6%
XOM EXXON MOBIL CORP 4.0%
Value ($000) $20,167 Shares 249,802 Est. Cost $54.66 Unrealized +1.5%
EMR EMERSON ELECTRIC CO 3.9%
Value ($000) $19,600 Shares 328,745 Est. Cost $42.13 Unrealized +14.0%
PFE PFIZER INC 3.1%
Value ($000) $15,664 Shares 466,336 Est. Cost $17.33 Unrealized +24.7%
LNN LINDSAY CORP 2.7%
Value ($000) $13,675 Shares 153,225 Est. Cost $67.88 Unrealized +14.5%
MRK MERCK & CO INC 2.7%
Value ($000) $13,478 Shares 210,302 Est. Cost $31.32 Unrealized +48.6%
ABT ABBOTT LABORATORIES 2.7%
Value ($000) $13,413 Shares 275,927 Est. Cost $34.38 Unrealized +13.2%
SLB SCHLUMBERGER NV 2.5%
Value ($000) $12,554 Shares 190,678 Est. Cost $55.93 Unrealized -0.2%
INTC INTEL CORP 2.3%
Value ($000) $11,436 Shares 338,953 Est. Cost $17.44 Unrealized +69.5%
GVA GRANITE CONSTRUCTION INC 2.2%
Value ($000) $11,320 Shares 234,656 Est. Cost $30.66 Unrealized +62.3%
TE CONNECTIVITY LTD 2.0%
Value ($000) $10,309 Shares 131,030 Est. Cost $56.85 Unrealized
NVS NOVARTIS AG 1.9%
Value ($000) $9,799 Shares 117,390 Est. Cost $72.72 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 1.9%
Value ($000) $9,550 Shares 62,081 Est. Cost $103.19 Unrealized +0.6%
INGERSOLL-RAND PLC 1.8%
Value ($000) $9,147 Shares 100,084 Est. Cost $57.46 Unrealized
GM GENERAL MOTORS CO 1.8%
Value ($000) $9,062 Shares 259,438 Est. Cost $25.63 Unrealized +13.3%
WMT WAL-MART STORES INC 1.7%
Value ($000) $8,656 Shares 114,381 Est. Cost $16.63 Unrealized +32.4%
GREAT PLAINS ENERGY INC 1.7%
Value ($000) $8,509 Shares 290,620 Est. Cost $24.89 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.6%
Value ($000) $7,892 Shares 59,209 Est. Cost $53.13 Unrealized +85.9%
BCE BCE INC 1.5%
Value ($000) $7,518 Shares 166,927 Est. Cost $23.23 Unrealized +14.5%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $7,459 Shares 133,872 Est. Cost $28.67 Unrealized +39.2%
WTS WATTS WATER TECHNOLOGIES INC 1.4%
Value ($000) $7,274 Shares 115,101 Est. Cost $55.07 Unrealized +13.3%
MSFT MICROSOFT CORP 1.4%
Value ($000) $7,267 Shares 105,421 Est. Cost $26.70 Unrealized +133.4%
COP CONOCOPHILLIPS 1.4%
Value ($000) $7,071 Shares 160,860 Est. Cost $32.11 Unrealized +10.5%
OGE OGE ENERGY CORP 1.4%
Value ($000) $7,046 Shares 202,518 Est. Cost $33.49 Unrealized +4.5%
FLS FLOWSERVE CORP 1.3%
Value ($000) $6,775 Shares 145,915 Est. Cost $39.76 Unrealized +1.5%
BNS BANK OF NOVA SCOTIA 1.3%
Value ($000) $6,581 Shares 109,450 Est. Cost $29.86 Unrealized +23.3%
MDU MDU RESOURCES GROUP INC 1.3%
Value ($000) $6,440 Shares 245,819 Est. Cost $6.64 Unrealized +19.2%
AMERICAN SOFTWARE INC 1.3%
Value ($000) $6,412 Shares 623,175 Est. Cost $9.54 Unrealized
BAX BAXTER INTERNATIONAL INC 1.2%
Value ($000) $6,051 Shares 99,956 Est. Cost $38.90 Unrealized +26.2%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $6,032 Shares 43,043 Est. Cost $14.15 Unrealized +94.7%
GLAXOSMITHKLINE PLC 1.2%
Value ($000) $6,000 Shares 139,158 Est. Cost $48.12 Unrealized
CALGON CARBON CORP 1.2%
Value ($000) $5,954 Shares 394,282 Est. Cost $14.35 Unrealized
GUGGENHM S&P GL WTR ETF 1.2%
Value ($000) $5,815 Shares 178,250 Est. Cost $27.21 Unrealized
AZTA BROOKS AUTOMATION INC 1.1%
Value ($000) $5,793 Shares 267,084 Est. Cost $8.51 Unrealized +184.0%
EXC EXELON CORP 1.1%
Value ($000) $5,715 Shares 158,430 Est. Cost $15.40 Unrealized +22.5%
DGX QUEST DIAGNOSTICS INC 1.1%
Value ($000) $5,507 Shares 49,539 Est. Cost $55.93 Unrealized +59.4%
LFCR LANDEC CORP 1.1%
Value ($000) $5,458 Shares 367,525 Est. Cost $11.90 Unrealized +17.0%
IDA IDACORP INC 1.0%
Value ($000) $5,143 Shares 60,260 Est. Cost $48.08 Unrealized +78.4%
AGCO AGCO CORP 1.0%
Value ($000) $5,074 Shares 75,300 Est. Cost $39.98 Unrealized +29.8%
CIEN CIENA CORP 1.0%
Value ($000) $4,863 Shares 194,350 Est. Cost $21.12 Unrealized +13.5%
GENERAL ELECTRIC CO 0.9%
Value ($000) $4,589 Shares 169,918 Est. Cost $26.56 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $4,577 Shares 26,233 Est. Cost $79.76 Unrealized +105.7%
EEMV ISHARES:EDGE MSCI MV EM 0.9%
Value ($000) $4,337 Shares 78,283 Est. Cost $55.57 Unrealized
XBI SPDR S&P BIOTECH 0.9%
Value ($000) $4,321 Shares 55,990 Est. Cost $54.18 Unrealized
CALAMP CORP 0.8%
Value ($000) $4,245 Shares 208,800 Est. Cost $14.84 Unrealized
DUK DUKE ENERGY CORP 0.8%
Value ($000) $3,799 Shares 45,447 Est. Cost $49.89 Unrealized +18.4%
SUN HYDRAULICS CORP 0.8%
Value ($000) $3,784 Shares 88,675 Est. Cost $34.84 Unrealized
EWC ISHARES:MSCI CANADA 0.7%
Value ($000) $3,561 Shares 133,075 Est. Cost $26.42 Unrealized
EWS ISHARES:MSCI SPORE CPD 0.7%
Value ($000) $3,413 Shares 144,512 Est. Cost $20.01 Unrealized
TPC TUTOR PERINI CORP 0.7%
Value ($000) $3,373 Shares 117,310 Est. Cost $28.41 Unrealized 0.0%
NEW YORK COMMUNITY BANCORP INC 0.7%
Value ($000) $3,322 Shares 253,000 Est. Cost $14.65 Unrealized
ACM AECOM 0.7%
Value ($000) $3,294 Shares 101,900 Est. Cost $31.34 Unrealized +1.7%
THE SWISS HELVETIA FUND INC. 0.6%
Value ($000) $3,146 Shares 247,753 Est. Cost $10.86 Unrealized
MOS MOSAIC CO 0.6%
Value ($000) $3,087 Shares 135,200 Est. Cost $24.70 Unrealized -13.7%
MONSANTO CO 0.6%
Value ($000) $2,974 Shares 25,127 Est. Cost $91.23 Unrealized
CNDT CONDUENT INC 0.6%
Value ($000) $2,937 Shares 184,234 Est. Cost $15.79 Unrealized +3.7%
AMGN AMGEN INC 0.6%
Value ($000) $2,837 Shares 16,471 Est. Cost $73.34 Unrealized +70.9%
HAL HALLIBURTON CO 0.5%
Value ($000) $2,720 Shares 63,684 Est. Cost $34.90 Unrealized +10.8%
TEO TELECOM ARGENTINA SA 0.5%
Value ($000) $2,719 Shares 107,300 Est. Cost $18.88 Unrealized
NEOG NEOGEN CORP 0.5%
Value ($000) $2,671 Shares 38,651 Est. Cost $14.56 Unrealized +64.4%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.5%
Value ($000) $2,646 Shares 61,510 Est. Cost $28.44 Unrealized +15.7%
AAPL APPLE INC 0.5%
Value ($000) $2,609 Shares 18,114 Est. Cost $21.46 Unrealized +59.9%
MMM 3M CO 0.5%
Value ($000) $2,607 Shares 12,523 Est. Cost $61.85 Unrealized +101.6%
EWA ISHARES:MSCI AUSTRALIA 0.5%
Value ($000) $2,379 Shares 109,750 Est. Cost $21.58 Unrealized
ORBOTECH LTD 0.5%
Value ($000) $2,353 Shares 72,142 Est. Cost $22.12 Unrealized
HARDINGE INC 0.5%
Value ($000) $2,268 Shares 182,612 Est. Cost $11.81 Unrealized
VIAV VIAVI SOLUTIONS INC 0.4%
Value ($000) $2,174 Shares 206,500 Est. Cost $8.41 Unrealized +28.1%
XYL XYLEM INC 0.4%
Value ($000) $2,156 Shares 38,900 Est. Cost $23.15 Unrealized +102.9%
XEROX CORP 0.4%
Value ($000) $2,134 Shares 74,282 Est. Cost $28.73 Unrealized
ELMIRA SAVINGS BANK 0.3%
Value ($000) $1,637 Shares 80,632 Est. Cost $21.05 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $1,582 Shares 1,741 Est. Cost $35.61 Unrealized +27.6%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,503 Shares 1,617 Est. Cost $36.73 Unrealized +26.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,456 Shares 11,340 Est. Cost $67.30 Unrealized +64.2%
SBNY SIGNATURE BANK 0.3%
Value ($000) $1,342 Shares 9,352 Est. Cost $124.92 Unrealized
AGG ISHARES:CORE US AGG BD 0.3%
Value ($000) $1,272 Shares 11,611 Est. Cost $109.21 Unrealized
POWERSHARES WLDHILL CE 0.2%
Value ($000) $1,223 Shares 281,750 Est. Cost $4.05 Unrealized
BSV VANGUARD SH-TM BD;ETF 0.2%
Value ($000) $1,103 Shares 13,818 Est. Cost $80.04 Unrealized
KO COCA-COLA CO 0.2%
Value ($000) $1,044 Shares 23,274 Est. Cost $27.92 Unrealized +20.6%
OTTR OTTER TAIL CORP 0.2%
Value ($000) $826 Shares 20,850 Est. Cost $20.07 Unrealized +53.5%
BLBD BLUE BIRD CORP 0.2%
Value ($000) $824 Shares 48,500 Est. Cost $14.00 Unrealized +28.9%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $761 Shares 24,320 Est. Cost $15.37 Unrealized +63.1%
KRE SPDR S&P REG BANKING ETF 0.1%
Value ($000) $709 Shares 12,900 Est. Cost $49.11 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $553 Shares 4,788 Est. Cost $84.58 Unrealized +4.3%
CELGENE CORP 0.1%
Value ($000) $521 Shares 4,008 Est. Cost $124.50 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $517 Shares 3,050 Est. Cost $153.96 Unrealized +8.0%
XLU SEL SECTOR:UTIL SPDR 0.1%
Value ($000) $514 Shares 9,900 Est. Cost $51.16 Unrealized
II-VI INC 0.1%
Value ($000) $511 Shares 14,900 Est. Cost $31.11 Unrealized
ROYAL HAWAIIAN ORCHARDS LP 0.1%
Value ($000) $480 Shares 239,917 Est. Cost $2.73 Unrealized
LABORATORY CORPORATION OF AMER 0.1%
Value ($000) $446 Shares 2,892 Est. Cost $143.91 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $442 Shares 900 Est. Cost $239.29 Unrealized +81.9%
DHR DANAHER CORP 0.1%
Value ($000) $432 Shares 5,125 Est. Cost $66.50 Unrealized +7.9%
BLACKROCK INC 0.1%
Value ($000) $422 Shares 1,000 Est. Cost $380.71 Unrealized
CIGNA CORP 0.1%
Value ($000) $402 Shares 2,400 Est. Cost $127.92 Unrealized
T AT&T INC 0.1%
Value ($000) $396 Shares 10,489 Est. Cost $15.92 Unrealized 0.0%
DIS WALT DISNEY CO 0.1%
Value ($000) $394 Shares 3,706 Est. Cost $56.11 Unrealized +82.6%
PSX PHILLIPS 66 0.1%
Value ($000) $386 Shares 4,665 Est. Cost $54.42 Unrealized +3.4%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 0.1%
Value ($000) $371 Shares 10,600 Est. Cost $28.77 Unrealized
QUINTILES IMS HOLDINGS INC 0.1%
Value ($000) $322 Shares 3,600 Est. Cost $80.56 Unrealized
IXYS CORP 0.1%
Value ($000) $316 Shares 19,188 Est. Cost $14.55 Unrealized
PPL PPL CORP 0.1%
Value ($000) $302 Shares 7,800 Est. Cost $24.04 Unrealized +9.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $257 Shares 8,600 Est. Cost $23.83 Unrealized +19.8%
VOO VANGUARD 500 INDEX;ETF 0.1%
Value ($000) $253 Shares 1,140 Est. Cost $216.40 Unrealized
SPARTANNASH CO 0.0%
Value ($000) $249 Shares 9,600 Est. Cost $25.94 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.0%
Value ($000) $248 Shares 7,550 Est. Cost $20.98 Unrealized +47.2%
MCD MCDONALD'S CORP 0.0%
Value ($000) $236 Shares 1,540 Est. Cost $117.92 Unrealized 0.0%
OCLARO INC 0.0%
Value ($000) $236 Shares 25,300 Est. Cost $8.56 Unrealized
CHMG CHEMUNG FINANCIAL CORP 0.0%
Value ($000) $223 Shares 5,450 Est. Cost $20.83 Unrealized +47.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $218 Shares 3,825 Est. Cost $38.55 Unrealized +17.8%
INTREXON CORP 0.0%
Value ($000) $212 Shares 8,800 Est. Cost $24.09 Unrealized
SUPERVALU INC 0.0%
Value ($000) $33 Shares 10,000 Est. Cost $6.20 Unrealized
MHTX MANHATTAN SCIENTIFICS INC 0.0%
Value ($000) $5 Shares 145,000 Est. Cost $0.07 Unrealized -56.7%
AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $2 Shares 18,750 Est. Cost $0.11 Unrealized
ADFS AMERICAN DEFENSE SYSTEMS INC 0.0%
Value ($000) $0 Shares 50,000 Est. Cost $0.01 Unrealized -8.1%