JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 23, 2018

Total Value ($000): $528,756 (100.0% shares, 0.0% debt)

Holdings (114)

XOM EXXON MOBIL CORP 6.3%
Value ($000) $33,566 Shares 405,730 Est. Cost $54.89 Unrealized +2.3%
EMR EMERSON ELECTRIC CO 5.5%
Value ($000) $28,924 Shares 418,336 Est. Cost $44.43 Unrealized +32.0%
JNJ JOHNSON & JOHNSON 4.1%
Value ($000) $21,442 Shares 176,709 Est. Cost $62.93 Unrealized +60.0%
GLW CORNING INC 3.7%
Value ($000) $19,675 Shares 715,190 Est. Cost $11.96 Unrealized +87.1%
SLB SCHLUMBERGER NV 3.6%
Value ($000) $18,897 Shares 281,914 Est. Cost $55.03 Unrealized +0.1%
PFE PFIZER INC 3.1%
Value ($000) $16,278 Shares 448,681 Est. Cost $17.33 Unrealized +40.2%
INTC INTEL CORP 3.0%
Value ($000) $16,083 Shares 323,528 Est. Cost $17.44 Unrealized +158.2%
MRK MERCK & CO INC 2.9%
Value ($000) $15,270 Shares 251,563 Est. Cost $33.50 Unrealized +32.9%
ABT ABBOTT LABORATORIES 2.6%
Value ($000) $13,792 Shares 226,130 Est. Cost $34.38 Unrealized +54.6%
NVS NOVARTIS AG 2.3%
Value ($000) $12,292 Shares 162,718 Est. Cost $76.14 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 2.3%
Value ($000) $12,131 Shares 86,840 Est. Cost $103.09 Unrealized -3.0%
LNN LINDSAY CORP 2.2%
Value ($000) $11,410 Shares 117,640 Est. Cost $67.88 Unrealized +26.9%
GVA GRANITE CONSTRUCTION INC 2.0%
Value ($000) $10,725 Shares 192,685 Est. Cost $30.66 Unrealized +84.4%
OGE OGE ENERGY CORP 2.0%
Value ($000) $10,541 Shares 299,381 Est. Cost $33.47 Unrealized +0.4%
MSFT MICROSOFT CORP 1.9%
Value ($000) $9,993 Shares 101,337 Est. Cost $26.70 Unrealized +236.1%
MDU MDU RESOURCES GROUP INC 1.9%
Value ($000) $9,818 Shares 342,341 Est. Cost $7.03 Unrealized +20.7%
BCE BCE INC 1.8%
Value ($000) $9,440 Shares 233,136 Est. Cost $24.42 Unrealized +6.6%
BMY BRISTOL-MYERS SQUIBB CO 1.8%
Value ($000) $9,351 Shares 168,975 Est. Cost $31.22 Unrealized +30.1%
EVRG EVERGY INC 1.8%
Value ($000) $9,297 Shares 165,574 Est. Cost $40.03 Unrealized 0.0%
INGERSOLL-RAND PLC 1.6%
Value ($000) $8,694 Shares 96,893 Est. Cost $57.46 Unrealized
AMERICAN SOFTWARE INC 1.6%
Value ($000) $8,638 Shares 592,855 Est. Cost $9.58 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 1.6%
Value ($000) $8,524 Shares 108,728 Est. Cost $55.07 Unrealized +40.9%
GENERAL ELECTRIC CO 1.5%
Value ($000) $7,995 Shares 587,460 Est. Cost $17.38 Unrealized
HON HONEYWELL INTERNATIONAL INC 1.5%
Value ($000) $7,897 Shares 54,820 Est. Cost $53.13 Unrealized +113.8%
FLS FLOWSERVE CORP 1.4%
Value ($000) $7,515 Shares 186,014 Est. Cost $37.62 Unrealized -1.3%
EEMV ISHR EDG MSCI MIN VOL EMG MKT 1.4%
Value ($000) $7,376 Shares 127,531 Est. Cost $56.96 Unrealized
TE CONNECTIVITY LTD 1.4%
Value ($000) $7,367 Shares 81,800 Est. Cost $56.85 Unrealized
AZTA BROOKS AUTOMATION INC 1.4%
Value ($000) $7,344 Shares 225,136 Est. Cost $8.51 Unrealized +238.9%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $6,949 Shares 41,601 Est. Cost $14.15 Unrealized +136.1%
CIEN CIENA CORP 1.3%
Value ($000) $6,786 Shares 255,966 Est. Cost $21.76 Unrealized +16.7%
PG PROCTER & GAMBLE CO 1.2%
Value ($000) $6,578 Shares 84,273 Est. Cost $68.13 Unrealized -9.3%
ACM AECOM 1.2%
Value ($000) $6,322 Shares 191,400 Est. Cost $32.94 Unrealized +0.2%
BNS BANK OF NOVA SCOTIA 1.1%
Value ($000) $6,001 Shares 104,884 Est. Cost $29.86 Unrealized +34.8%
ADM ARCHER DANIELS MIDLAND CO 1.1%
Value ($000) $5,964 Shares 130,141 Est. Cost $32.65 Unrealized +9.8%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $5,601 Shares 27,040 Est. Cost $88.93 Unrealized +133.9%
CGW INVSC S P GLOBAL WATER INDEX E 1.0%
Value ($000) $5,485 Shares 163,766 Est. Cost $33.49 Unrealized
DGX QUEST DIAGNOSTICS INC 1.0%
Value ($000) $5,279 Shares 48,019 Est. Cost $55.93 Unrealized +60.0%
LFCR LANDEC CORP 1.0%
Value ($000) $5,176 Shares 347,359 Est. Cost $11.90 Unrealized +16.8%
HAL HALLIBURTON CO 0.9%
Value ($000) $4,900 Shares 108,750 Est. Cost $42.46 Unrealized +0.4%
ELMIRA SAVINGS BANK 0.9%
Value ($000) $4,872 Shares 238,522 Est. Cost $20.58 Unrealized
CALAMP CORP 0.9%
Value ($000) $4,659 Shares 198,850 Est. Cost $14.84 Unrealized
IDA IDACORP INC 0.8%
Value ($000) $4,313 Shares 46,764 Est. Cost $48.08 Unrealized +86.7%
BAX BAXTER INTERNATIONAL INC 0.8%
Value ($000) $4,281 Shares 57,971 Est. Cost $38.90 Unrealized +58.2%
ORBOTECH LTD 0.8%
Value ($000) $4,197 Shares 67,912 Est. Cost $22.12 Unrealized
EXC EXELON CORP 0.8%
Value ($000) $3,985 Shares 93,535 Est. Cost $15.40 Unrealized +42.7%
CNDT CONDUENT INC 0.7%
Value ($000) $3,889 Shares 214,027 Est. Cost $15.91 Unrealized +21.4%
SWISS HELVETIA FUND INC 0.7%
Value ($000) $3,709 Shares 300,386 Est. Cost $11.14 Unrealized
TORTOISE ENERGY INF CORP 0.7%
Value ($000) $3,707 Shares 138,907 Est. Cost $29.05 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.7%
Value ($000) $3,703 Shares 335,458 Est. Cost $14.04 Unrealized
EWC ISHARES MSCI CANADA ETF 0.7%
Value ($000) $3,636 Shares 127,533 Est. Cost $26.42 Unrealized
DUK DUKE ENERGY CORP 0.7%
Value ($000) $3,498 Shares 44,233 Est. Cost $49.89 Unrealized +13.1%
PEG PUBLIC SERVICE ENTERPRISE GROU 0.6%
Value ($000) $3,218 Shares 59,435 Est. Cost $28.44 Unrealized +39.5%
EWS ISHARES MSCI SINGAPORE ETF 0.6%
Value ($000) $3,211 Shares 133,841 Est. Cost $20.01 Unrealized
GLAXOSMITHKLINE PLC 0.6%
Value ($000) $2,916 Shares 72,335 Est. Cost $46.03 Unrealized
TPC TUTOR PERINI CORP 0.5%
Value ($000) $2,877 Shares 155,928 Est. Cost $26.46 Unrealized -22.3%
VIAV VIAVI SOLUTIONS INC 0.5%
Value ($000) $2,574 Shares 251,400 Est. Cost $9.35 Unrealized +5.8%
AAPL APPLE INC 0.5%
Value ($000) $2,470 Shares 13,341 Est. Cost $22.20 Unrealized +92.6%
EWA ISHARES MSCI AUSTRALIA ETF 0.5%
Value ($000) $2,381 Shares 105,300 Est. Cost $21.58 Unrealized
SBNY SIGNATURE BANK 0.4%
Value ($000) $2,245 Shares 17,552 Est. Cost $126.46 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $2,131 Shares 11,543 Est. Cost $73.34 Unrealized +91.2%
XEROX CORP 0.4%
Value ($000) $1,900 Shares 79,153 Est. Cost $27.65 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,894 Shares 1,698 Est. Cost $35.61 Unrealized +50.6%
GOOGL ALPHABET INC 0.3%
Value ($000) $1,783 Shares 1,579 Est. Cost $36.73 Unrealized +47.0%
MOS MOSAIC CO 0.3%
Value ($000) $1,689 Shares 60,200 Est. Cost $21.70 Unrealized +10.1%
AGG ISHARES CORE US AGGREGATE BOND 0.3%
Value ($000) $1,456 Shares 13,696 Est. Cost $109.11 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,221 Shares 10,957 Est. Cost $67.30 Unrealized +51.9%
PBW INVSC WILDERHILL CLEAN ENERGY 0.2%
Value ($000) $1,154 Shares 46,260 Est. Cost $24.95 Unrealized
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,027 Shares 23,856 Est. Cost $15.37 Unrealized +126.1%
MMM 3M CO 0.2%
Value ($000) $1,002 Shares 5,096 Est. Cost $61.85 Unrealized +110.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $986 Shares 12,612 Est. Cost $79.99 Unrealized
BLBD BLUE BIRD CORP 0.2%
Value ($000) $961 Shares 43,000 Est. Cost $14.00 Unrealized +56.6%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $855 Shares 3,426 Est. Cost $235.73 Unrealized
WMT WAL-MART STORES INC 0.2%
Value ($000) $795 Shares 9,278 Est. Cost $16.63 Unrealized +51.8%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $787 Shares 12,900 Est. Cost $49.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $611 Shares 3,275 Est. Cost $157.09 Unrealized +24.1%
PSX PHILLIPS 66 0.1%
Value ($000) $521 Shares 4,637 Est. Cost $54.74 Unrealized +51.9%
DHR DANAHER CORP 0.1%
Value ($000) $514 Shares 5,213 Est. Cost $66.58 Unrealized +29.1%
BLACKROCK INC 0.1%
Value ($000) $505 Shares 1,011 Est. Cost $382.01 Unrealized
LABORATORY CORPORATION OF AMER 0.1%
Value ($000) $501 Shares 2,792 Est. Cost $143.91 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $456 Shares 8,700 Est. Cost $24.09 Unrealized +119.0%
ROYAL HAWAIIAN ORCHARDS LP 0.1%
Value ($000) $456 Shares 114 Est. Cost $4000.00 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $449 Shares 4,125 Est. Cost $84.60 Unrealized -3.4%
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $432 Shares 6,243 Est. Cost $60.57 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.1%
Value ($000) $429 Shares 12,816 Est. Cost $31.73 Unrealized -7.8%
T AT&T INC 0.1%
Value ($000) $429 Shares 13,352 Est. Cost $15.62 Unrealized -7.0%
APH AMPHENOL CORP 0.1%
Value ($000) $427 Shares 4,900 Est. Cost $20.22 Unrealized 0.0%
CELGENE CORP 0.1%
Value ($000) $414 Shares 5,208 Est. Cost $114.13 Unrealized
CIGNA CORP 0.1%
Value ($000) $408 Shares 2,400 Est. Cost $127.92 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU 0.1%
Value ($000) $388 Shares 10,600 Est. Cost $28.77 Unrealized
GM GENERAL MOTORS CO 0.1%
Value ($000) $384 Shares 9,750 Est. Cost $25.63 Unrealized +36.7%
DIS WALT DISNEY CO 0.1%
Value ($000) $383 Shares 3,656 Est. Cost $56.11 Unrealized +73.2%
KO COCA-COLA CO 0.1%
Value ($000) $364 Shares 8,306 Est. Cost $27.92 Unrealized +21.8%
IQV QUINTILES IMS HOLDINGS 0.1%
Value ($000) $359 Shares 3,600 Est. Cost $101.80 Unrealized -1.9%
BKR BAKER HUGHES A GE CO 0.1%
Value ($000) $344 Shares 10,400 Est. Cost $27.33 Unrealized 0.0%
OCLARO INC 0.1%
Value ($000) $332 Shares 37,200 Est. Cost $8.26 Unrealized
LLY ELI LILLY AND CO 0.1%
Value ($000) $320 Shares 3,751 Est. Cost $74.86 Unrealized -1.6%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $310 Shares 900 Est. Cost $239.29 Unrealized +30.0%
II-VI INC 0.1%
Value ($000) $304 Shares 7,000 Est. Cost $31.46 Unrealized
SHW SHERWIN-WILLIAMS CO 0.1%
Value ($000) $298 Shares 731 Est. Cost $123.81 Unrealized -2.3%
QQQ INVSC QQQ TRUST SRS 1 ETF 0.1%
Value ($000) $279 Shares 1,624 Est. Cost $171.80 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $277 Shares 6,400 Est. Cost $44.70 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.1%
Value ($000) $269 Shares 5,600 Est. Cost $20.98 Unrealized +115.4%
PAYX PAYCHEX INC 0.1%
Value ($000) $267 Shares 3,912 Est. Cost $38.84 Unrealized +32.7%
ST SENSATA TECHNOLOGIES HOLDING N 0.0%
Value ($000) $247 Shares 5,200 Est. Cost $52.08 Unrealized 0.0%
MCD MCDONALD'S CORP 0.0%
Value ($000) $246 Shares 1,570 Est. Cost $118.25 Unrealized +14.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $242 Shares 4,811 Est. Cost $32.99 Unrealized -2.4%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $242 Shares 10,900 Est. Cost $24.17 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $231 Shares 15,800 Est. Cost $11.32 Unrealized +15.0%
CANADIAN WESTERN BANK 0.0%
Value ($000) $208 Shares 7,900 Est. Cost $27.09 Unrealized
CORNING NATURAL GAS HOLDING CO 0.0%
Value ($000) $205 Shares 12,048 Est. Cost $19.52 Unrealized
FAN FRST TRST ISE GLB WND ENG INX 0.0%
Value ($000) $202 Shares 16,000 Est. Cost $13.23 Unrealized
AGX ARGAN INC AGX 0.0%
Value ($000) $201 Shares 4,900 Est. Cost $31.67 Unrealized 0.0%
MHTX MANHATTAN SCIENTIFICS INC 0.0%
Value ($000) $3 Shares 145,000 Est. Cost $0.07 Unrealized -73.3%
AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $1 Shares 18,750 Est. Cost $0.11 Unrealized