JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 29, 2019

Total Value ($000): $495,766 (100.0% shares, 0.0% debt)

Holdings (129)

EMR EMERSON ELEC CO 6.8%
Value ($000) $33,676 Shares 563,620 Est. Cost $47.71 Unrealized +19.5%
XOM EXXON MOBIL CORP 5.8%
Value ($000) $28,675 Shares 420,529 Est. Cost $54.94 Unrealized +2.7%
GLW CORNING INC 4.0%
Value ($000) $19,828 Shares 656,337 Est. Cost $11.96 Unrealized +118.7%
PFE PFIZER INC 3.9%
Value ($000) $19,409 Shares 444,672 Est. Cost $17.33 Unrealized +73.3%
GVA GRANITE CONSTRUCTION 3.3%
Value ($000) $16,460 Shares 408,634 Est. Cost $39.17 Unrealized +16.6%
MRK MERCK & CO INC 3.0%
Value ($000) $15,053 Shares 197,011 Est. Cost $33.50 Unrealized +68.7%
INTC INTEL CORP 3.0%
Value ($000) $14,796 Shares 315,288 Est. Cost $17.44 Unrealized +130.4%
NVS NOVARTIS AG 2.8%
Value ($000) $13,886 Shares 161,825 Est. Cost $76.14 Unrealized
ABT ABBOTT LABORATORIES 2.6%
Value ($000) $12,695 Shares 175,517 Est. Cost $34.38 Unrealized +80.8%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $12,437 Shares 96,371 Est. Cost $62.93 Unrealized +81.4%
BMY BRISTOL-MYERS SQUIBB 2.5%
Value ($000) $12,309 Shares 236,799 Est. Cost $34.09 Unrealized +20.2%
OGE OGE ENERGY CORP 2.3%
Value ($000) $11,572 Shares 295,293 Est. Cost $33.47 Unrealized +14.7%
LNN LINDSAY CORP 2.3%
Value ($000) $11,157 Shares 115,920 Est. Cost $67.88 Unrealized +32.2%
EEMV ISHR EDG MSCI MIN VOL EMG MKT 2.2%
Value ($000) $10,893 Shares 194,981 Est. Cost $56.81 Unrealized
MSFT MICROSOFT CORP 2.0%
Value ($000) $9,941 Shares 97,879 Est. Cost $26.70 Unrealized +274.5%
BCE BCE INC 1.9%
Value ($000) $9,453 Shares 239,145 Est. Cost $24.45 Unrealized +6.5%
CIEN CIENA CORP 1.8%
Value ($000) $9,118 Shares 268,900 Est. Cost $22.19 Unrealized +42.8%
EVRG EVERGY INC 1.8%
Value ($000) $9,095 Shares 160,208 Est. Cost $40.03 Unrealized +9.8%
FLOWSERVE CORP 1.8%
Value ($000) $8,989 Shares 236,435 Est. Cost $38.02 Unrealized
INGERSOLL RAND PLC F 1.7%
Value ($000) $8,469 Shares 92,833 Est. Cost $91.23 Unrealized
MDU M D U RESOURCES GRP 1.7%
Value ($000) $8,442 Shares 354,121 Est. Cost $7.07 Unrealized +11.5%
DENTSPLY SIRONA INC 1.7%
Value ($000) $8,391 Shares 225,500 Est. Cost $37.21 Unrealized
AMERICAN SOFTWARE INC 1.7%
Value ($000) $8,308 Shares 795,121 Est. Cost $9.82 Unrealized
GLAXOSMITHKLINE PLC 1.5%
Value ($000) $7,669 Shares 200,700 Est. Cost $41.37 Unrealized
WTS WATTS WATER TECH INC CLASS A 1.5%
Value ($000) $7,267 Shares 112,608 Est. Cost $55.78 Unrealized +28.8%
BNS BANK OF NOVA SCOTIA 1.3%
Value ($000) $6,520 Shares 130,734 Est. Cost $31.27 Unrealized +17.9%
HON HONEYWELL INTL INC 1.3%
Value ($000) $6,518 Shares 49,335 Est. Cost $53.13 Unrealized +121.6%
TE CONNECTIVITY LTD F 1.2%
Value ($000) $6,081 Shares 80,400 Est. Cost $75.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $5,900 Shares 26,364 Est. Cost $88.93 Unrealized +158.9%
HAL HALLIBURTON CO HLDG 1.2%
Value ($000) $5,725 Shares 215,400 Est. Cost $36.46 Unrealized -20.1%
ELMIRA SAVINGS BANK F S 1.0%
Value ($000) $5,038 Shares 288,724 Est. Cost $20.08 Unrealized
IBM IBM CORP 1.0%
Value ($000) $5,002 Shares 44,006 Est. Cost $103.09 Unrealized -14.7%
INVSC S P GLOBAL WATER INDEX E 1.0%
Value ($000) $4,995 Shares 160,416 Est. Cost $31.14 Unrealized
IDA IDACORP INC 0.9%
Value ($000) $4,315 Shares 46,364 Est. Cost $48.08 Unrealized +103.1%
QUEST DIAGNOSTIC INC 0.8%
Value ($000) $3,955 Shares 47,496 Est. Cost $83.27 Unrealized
LFCR LANDEC CORP 0.8%
Value ($000) $3,920 Shares 331,109 Est. Cost $11.90 Unrealized +15.4%
AZTA BROOKS AUTOMATION 0.8%
Value ($000) $3,846 Shares 146,920 Est. Cost $8.51 Unrealized +234.2%
DUKE ENERGY CORP 0.8%
Value ($000) $3,799 Shares 44,020 Est. Cost $86.30 Unrealized
ORBOTECH LTD 0.8%
Value ($000) $3,737 Shares 66,092 Est. Cost $22.12 Unrealized
BAX BAXTER INTERNATIONAL INC 0.8%
Value ($000) $3,721 Shares 56,534 Est. Cost $38.90 Unrealized +51.5%
NEXTERA ENERGY INC 0.7%
Value ($000) $3,445 Shares 19,821 Est. Cost $173.81 Unrealized
SPDR S&P EM MKTS SM CP 0.7%
Value ($000) $3,421 Shares 83,506 Est. Cost $40.97 Unrealized
EPU ISHARES:MSCI PERU 0.7%
Value ($000) $3,303 Shares 93,056 Est. Cost $36.81 Unrealized
AECOM TECHNOLOGY CORP 0.7%
Value ($000) $3,274 Shares 123,550 Est. Cost $26.50 Unrealized
EWC ISHARES MSCI CANADA ETF 0.7%
Value ($000) $3,247 Shares 135,533 Est. Cost $26.24 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.6%
Value ($000) $3,195 Shares 165,950 Est. Cost $20.73 Unrealized
ARGAN INC 0.6%
Value ($000) $3,167 Shares 83,694 Est. Cost $37.84 Unrealized
PEG PUB SVC ENTERPISE GP 0.6%
Value ($000) $3,057 Shares 58,735 Est. Cost $28.44 Unrealized +48.7%
TPC TUTOR PERINI CORP 0.6%
Value ($000) $2,943 Shares 184,300 Est. Cost $22.00 Unrealized -21.0%
ISHARES MSCI SINGAPORE ETF 0.6%
Value ($000) $2,853 Shares 129,075 Est. Cost $22.10 Unrealized
DOWDUPONT INC 0.5%
Value ($000) $2,555 Shares 47,778 Est. Cost $53.48 Unrealized
VIAV VIAVI SOLUTIONS INC 0.5%
Value ($000) $2,450 Shares 243,800 Est. Cost $9.35 Unrealized +15.4%
OC OWENS CORNING FIBERGLAS 0.5%
Value ($000) $2,423 Shares 55,100 Est. Cost $59.70 Unrealized -18.8%
CALAMP CORP 0.5%
Value ($000) $2,340 Shares 179,850 Est. Cost $14.84 Unrealized
ASTE ASTEC INDUSTRIES INC 0.5%
Value ($000) $2,252 Shares 74,600 Est. Cost $34.81 Unrealized 0.0%
AMGN AMGEN INC. 0.5%
Value ($000) $2,248 Shares 11,550 Est. Cost $73.34 Unrealized +113.8%
SWK STANLEY BLACK & DECK 0.4%
Value ($000) $2,227 Shares 18,600 Est. Cost $115.16 Unrealized -11.8%
CNDT CONDUENT INC 0.4%
Value ($000) $2,193 Shares 206,300 Est. Cost $15.91 Unrealized -2.1%
XEROX CORP 0.4%
Value ($000) $2,109 Shares 106,714 Est. Cost $26.19 Unrealized
KINDER MORGAN INC 0.4%
Value ($000) $1,906 Shares 123,900 Est. Cost $15.38 Unrealized
SLB SCHLUMBERGER LTD F 0.4%
Value ($000) $1,865 Shares 51,693 Est. Cost $55.00 Unrealized -26.9%
THE MOSAIC CO 0.3%
Value ($000) $1,691 Shares 57,900 Est. Cost $29.21 Unrealized
ALPHABET INC. CLASS A 0.3%
Value ($000) $1,650 Shares 1,579 Est. Cost $1044.97 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,595 Shares 210,655 Est. Cost $17.38 Unrealized
SIGNATURE BANK 0.3%
Value ($000) $1,501 Shares 14,600 Est. Cost $102.81 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.3%
Value ($000) $1,456 Shares 13,672 Est. Cost $108.20 Unrealized
GRAFTECH INTERNATIONAL LTD 0.3%
Value ($000) $1,308 Shares 114,379 Est. Cost $11.44 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,212 Shares 5,274 Est. Cost $233.69 Unrealized
XBI SPDR S&P BIOTECH ETF 0.2%
Value ($000) $1,148 Shares 16,000 Est. Cost $71.75 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,116 Shares 10,757 Est. Cost $68.24 Unrealized +55.4%
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $1,091 Shares 13,891 Est. Cost $79.86 Unrealized
AAPL APPLE INC 0.2%
Value ($000) $1,085 Shares 6,879 Est. Cost $23.67 Unrealized +94.4%
CISCO SYSTEMS INC 0.2%
Value ($000) $1,027 Shares 23,700 Est. Cost $43.33 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $994 Shares 24,260 Est. Cost $37.72 Unrealized 0.0%
INVSC WILDERHILL CLEAN ENERGY 0.2%
Value ($000) $982 Shares 45,900 Est. Cost $21.39 Unrealized
MMM 3M CO 0.2%
Value ($000) $930 Shares 4,881 Est. Cost $61.85 Unrealized +107.4%
VANGUARD MATERIALS ETF 0.2%
Value ($000) $927 Shares 8,360 Est. Cost $110.89 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.2%
Value ($000) $887 Shares 94,275 Est. Cost $14.04 Unrealized
WMT WAL-MART STORES 0.2%
Value ($000) $859 Shares 9,217 Est. Cost $16.63 Unrealized +73.0%
KO THE COCA-COLA CO 0.2%
Value ($000) $855 Shares 18,056 Est. Cost $32.44 Unrealized +18.3%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $730 Shares 3,575 Est. Cost $161.43 Unrealized +29.4%
ALPHABET INC. CLASS C 0.1%
Value ($000) $638 Shares 616 Est. Cost $1035.71 Unrealized
SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $604 Shares 12,900 Est. Cost $46.82 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $536 Shares 5,200 Est. Cost $66.58 Unrealized +32.0%
A T & T INC 0.1%
Value ($000) $510 Shares 17,875 Est. Cost $28.53 Unrealized
DSI ISHARES:MSCI KLD 400 SOC 0.1%
Value ($000) $484 Shares 5,200 Est. Cost $106.73 Unrealized
BP BP PLC F SPONSORED ADR 1 ADR R 0.1%
Value ($000) $461 Shares 12,150 Est. Cost $44.43 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $446 Shares 4,038 Est. Cost $84.60 Unrealized +7.2%
BLBD BLUE BIRD CORP 0.1%
Value ($000) $443 Shares 24,355 Est. Cost $14.00 Unrealized +39.0%
LLY LILLY ELI & CO 0.1%
Value ($000) $434 Shares 3,751 Est. Cost $74.86 Unrealized +35.4%
U S CONCRETE INC 0.1%
Value ($000) $416 Shares 11,800 Est. Cost $35.25 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $395 Shares 4,585 Est. Cost $54.74 Unrealized +33.8%
DIS WALT DISNEY CO 0.1%
Value ($000) $395 Shares 3,606 Est. Cost $56.11 Unrealized +94.4%
IQVIA HOLDINGS INC 0.1%
Value ($000) $393 Shares 3,385 Est. Cost $116.10 Unrealized
BLACKROCK INC 0.1%
Value ($000) $393 Shares 1,000 Est. Cost $393.00 Unrealized
TSM TAIWAN SEMICONDUCTR F SPONSORE 0.1%
Value ($000) $391 Shares 10,600 Est. Cost $28.77 Unrealized
ROYAL DUTCH SHELL F SPONSORED 0.1%
Value ($000) $364 Shares 6,243 Est. Cost $60.57 Unrealized
TORTOISE ENERGY INF CORP 0.1%
Value ($000) $363 Shares 18,250 Est. Cost $19.89 Unrealized
LAB CO OF AMER HLDG 0.1%
Value ($000) $346 Shares 2,742 Est. Cost $126.19 Unrealized
HEWLETT PACKARD ENTERPRI 0.1%
Value ($000) $346 Shares 26,200 Est. Cost $13.21 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $342 Shares 1,800 Est. Cost $190.77 Unrealized 0.0%
REGENERON PHARMS INC 0.1%
Value ($000) $336 Shares 900 Est. Cost $373.33 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $332 Shares 8,500 Est. Cost $44.20 Unrealized
CELGENE CORP 0.1%
Value ($000) $321 Shares 5,008 Est. Cost $112.37 Unrealized
GENERAL MOTORS CO 0.1%
Value ($000) $319 Shares 9,550 Est. Cost $33.40 Unrealized
AGCO A G C O CORP 0.1%
Value ($000) $301 Shares 5,400 Est. Cost $46.49 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $288 Shares 731 Est. Cost $123.81 Unrealized +2.2%
EXELON CORP 0.1%
Value ($000) $282 Shares 6,250 Est. Cost $45.12 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $276 Shares 8,685 Est. Cost $24.09 Unrealized +53.5%
MCD MC DONALDS CORP 0.1%
Value ($000) $267 Shares 1,505 Est. Cost $118.25 Unrealized +26.9%
VERIZON COMMUNICATN 0.1%
Value ($000) $264 Shares 4,703 Est. Cost $56.13 Unrealized
HOLX HOLOGIC INC 0.1%
Value ($000) $259 Shares 6,300 Est. Cost $40.43 Unrealized +1.5%
SENSATA TECH F 0.1%
Value ($000) $256 Shares 5,700 Est. Cost $44.91 Unrealized
INVSC QQQ TRUST SRS 1 ETF 0.1%
Value ($000) $251 Shares 1,624 Est. Cost $154.56 Unrealized
ON ON SEMICONDUCTOR CO 0.1%
Value ($000) $251 Shares 15,200 Est. Cost $22.55 Unrealized -23.3%
CHINA MOBILE LTD F SPONSORED A 0.1%
Value ($000) $250 Shares 5,200 Est. Cost $48.08 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $249 Shares 3,825 Est. Cost $38.84 Unrealized +41.7%
CORNING NAT GAS HLDG 0.0%
Value ($000) $245 Shares 13,448 Est. Cost $19.39 Unrealized
II-VI INC 0.0%
Value ($000) $237 Shares 7,300 Est. Cost $31.50 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $228 Shares 1,800 Est. Cost $117.42 Unrealized -5.9%
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $216 Shares 6,500 Est. Cost $37.11 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $213 Shares 3,400 Est. Cost $56.62 Unrealized -6.4%
DOUGLAS DYNAMICS INC 0.0%
Value ($000) $201 Shares 5,600 Est. Cost $35.89 Unrealized
TEO TELECOM ARGENTNA SA F SPONSORE 0.0%
Value ($000) $179 Shares 11,500 Est. Cost $17.39 Unrealized
FRST TRST ISE GLB WND ENG INX 0.0%
Value ($000) $174 Shares 15,200 Est. Cost $11.45 Unrealized
FNB F N B CORP PA 0.0%
Value ($000) $156 Shares 15,857 Est. Cost $8.71 Unrealized 0.0%
INTREXON 0.0%
Value ($000) $136 Shares 20,800 Est. Cost $6.54 Unrealized
AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $1 Shares 18,750 Est. Cost $0.11 Unrealized
MHTX MANHATTAN SCIENTIFICS INC 0.0%
Value ($000) $1 Shares 145,000 Est. Cost $0.07 Unrealized -78.0%