JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 30, 2019

Total Value ($000): $552,324 (100.0% shares, 0.0% debt)

Holdings (128)

EMR EMERSON ELEC CO 7.1%
Value ($000) $39,344 Shares 574,620 Est. Cost $47.87 Unrealized +17.0%
XOM EXXON MOBIL CORP 5.8%
Value ($000) $32,086 Shares 397,110 Est. Cost $54.94 Unrealized +0.9%
GVA GRANITE CONSTRUCTION 4.1%
Value ($000) $22,382 Shares 518,725 Est. Cost $40.31 Unrealized +10.5%
GLW CORNING INC 3.9%
Value ($000) $21,577 Shares 651,882 Est. Cost $11.96 Unrealized +126.1%
PFE PFIZER INC 3.4%
Value ($000) $18,639 Shares 438,878 Est. Cost $17.33 Unrealized +68.7%
INTC INTEL CORP 3.0%
Value ($000) $16,701 Shares 311,003 Est. Cost $17.44 Unrealized +151.3%
NVS NOVARTIS AG 2.8%
Value ($000) $15,322 Shares 159,375 Est. Cost $76.14 Unrealized
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $13,427 Shares 96,052 Est. Cost $62.93 Unrealized +75.3%
BMY BRISTOL-MYERS SQUIBB 2.3%
Value ($000) $12,784 Shares 267,957 Est. Cost $34.58 Unrealized +10.7%
OGE OGE ENERGY CORP 2.3%
Value ($000) $12,664 Shares 293,703 Est. Cost $33.47 Unrealized +23.8%
EEMV ISHR EDG MSCI MIN VOL EMG MKT 2.3%
Value ($000) $12,576 Shares 212,189 Est. Cost $57.01 Unrealized
MRK MERCK & CO INC 2.1%
Value ($000) $11,650 Shares 140,075 Est. Cost $33.50 Unrealized +80.0%
MSFT MICROSOFT CORP 2.1%
Value ($000) $11,413 Shares 96,769 Est. Cost $26.70 Unrealized +283.1%
LNN LINDSAY CORP 2.0%
Value ($000) $11,119 Shares 114,873 Est. Cost $67.88 Unrealized +23.7%
DENTSPLY SIRONA INC 2.0%
Value ($000) $11,092 Shares 223,675 Est. Cost $37.21 Unrealized
FLOWSERVE CORP 1.9%
Value ($000) $10,650 Shares 235,935 Est. Cost $38.02 Unrealized
BCE BCE INC 1.9%
Value ($000) $10,587 Shares 238,494 Est. Cost $24.45 Unrealized +12.5%
ABT ABBOTT LABORATORIES 1.9%
Value ($000) $10,386 Shares 129,922 Est. Cost $34.38 Unrealized +92.3%
GLAXOSMITHKLINE PLC 1.9%
Value ($000) $10,301 Shares 246,500 Est. Cost $41.45 Unrealized
MDU M D U RESOURCES GRP 1.8%
Value ($000) $10,163 Shares 393,471 Est. Cost $7.15 Unrealized +10.5%
INGERSOLL RAND PLC F 1.8%
Value ($000) $9,836 Shares 91,116 Est. Cost $91.23 Unrealized
AMERICAN SOFTWARE INC 1.7%
Value ($000) $9,488 Shares 794,051 Est. Cost $9.82 Unrealized
EVRG EVERGY INC 1.7%
Value ($000) $9,124 Shares 157,180 Est. Cost $40.03 Unrealized +9.1%
WTS WATTS WATER TECH INC CLASS A 1.6%
Value ($000) $8,926 Shares 110,442 Est. Cost $55.78 Unrealized +36.5%
HON HONEYWELL INTL INC 1.4%
Value ($000) $7,787 Shares 49,002 Est. Cost $53.13 Unrealized +128.0%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $7,101 Shares 25,944 Est. Cost $88.93 Unrealized +174.9%
IBM IBM CORP 1.3%
Value ($000) $6,973 Shares 49,416 Est. Cost $102.16 Unrealized -7.4%
BNS BANK OF NOVA SCOTIA 1.3%
Value ($000) $6,942 Shares 130,300 Est. Cost $31.27 Unrealized +21.2%
HAL HALLIBURTON CO HLDG 1.2%
Value ($000) $6,546 Shares 223,400 Est. Cost $36.10 Unrealized -27.3%
TE CONNECTIVITY LTD F 1.2%
Value ($000) $6,432 Shares 79,650 Est. Cost $75.63 Unrealized
SPDR S&P EM MKTS SM CP 1.1%
Value ($000) $5,879 Shares 131,900 Est. Cost $42.29 Unrealized
INVSC S P GLOBAL WATER INDEX E 1.0%
Value ($000) $5,605 Shares 158,250 Est. Cost $31.14 Unrealized
ASTE ASTEC INDUSTRIES INC 0.9%
Value ($000) $4,878 Shares 129,200 Est. Cost $34.66 Unrealized -0.6%
CNDT CONDUENT INC 0.9%
Value ($000) $4,762 Shares 344,360 Est. Cost $14.87 Unrealized -10.5%
ELMIRA SAVINGS BANK F S 0.9%
Value ($000) $4,738 Shares 282,850 Est. Cost $20.08 Unrealized
IDA IDACORP INC 0.8%
Value ($000) $4,583 Shares 46,039 Est. Cost $48.08 Unrealized +101.9%
SLB SCHLUMBERGER LTD F 0.8%
Value ($000) $4,539 Shares 104,175 Est. Cost $45.30 Unrealized -21.1%
BAX BAXTER INTERNATIONAL INC 0.8%
Value ($000) $4,531 Shares 55,726 Est. Cost $38.90 Unrealized +64.7%
AECOM TECHNOLOGY CORP 0.8%
Value ($000) $4,428 Shares 149,250 Est. Cost $27.05 Unrealized
LFCR LANDEC CORP 0.8%
Value ($000) $4,341 Shares 353,525 Est. Cost $11.92 Unrealized +2.4%
QUEST DIAGNOSTIC INC 0.8%
Value ($000) $4,302 Shares 47,846 Est. Cost $83.27 Unrealized
AZTA BROOKS AUTOMATION 0.8%
Value ($000) $4,283 Shares 146,045 Est. Cost $8.51 Unrealized +245.5%
ARGAN INC 0.8%
Value ($000) $4,221 Shares 84,500 Est. Cost $37.84 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.8%
Value ($000) $4,169 Shares 193,750 Est. Cost $20.84 Unrealized
DUKE ENERGY CORP 0.7%
Value ($000) $3,959 Shares 43,990 Est. Cost $86.30 Unrealized
TPC TUTOR PERINI CORP 0.7%
Value ($000) $3,903 Shares 227,975 Est. Cost $21.15 Unrealized -17.1%
NEXTERA ENERGY INC 0.7%
Value ($000) $3,783 Shares 19,571 Est. Cost $173.81 Unrealized
EPU ISHARES:MSCI PERU 0.7%
Value ($000) $3,694 Shares 94,031 Est. Cost $36.84 Unrealized
EWC ISHARES MSCI CANADA ETF 0.7%
Value ($000) $3,693 Shares 133,601 Est. Cost $26.24 Unrealized
PEG PUB SVC ENTERPISE GP 0.6%
Value ($000) $3,450 Shares 58,075 Est. Cost $28.44 Unrealized +55.7%
DOWDUPONT INC 0.6%
Value ($000) $3,320 Shares 62,278 Est. Cost $53.31 Unrealized
XEROX CORP 0.6%
Value ($000) $3,062 Shares 95,739 Est. Cost $26.19 Unrealized
VIAV VIAVI SOLUTIONS INC 0.5%
Value ($000) $2,967 Shares 239,700 Est. Cost $9.35 Unrealized +25.4%
ISHARES MSCI SINGAPORE ETF 0.5%
Value ($000) $2,949 Shares 124,275 Est. Cost $22.10 Unrealized
OC OWENS CORNING FIBERGLAS 0.5%
Value ($000) $2,940 Shares 62,400 Est. Cost $58.44 Unrealized -16.3%
CALAMP CORP 0.5%
Value ($000) $2,814 Shares 223,707 Est. Cost $14.40 Unrealized
SWK STANLEY BLACK & DECK 0.5%
Value ($000) $2,628 Shares 19,300 Est. Cost $114.85 Unrealized -7.1%
KMI KINDER MORGAN INC 0.4%
Value ($000) $2,475 Shares 123,700 Est. Cost $12.50 Unrealized 0.0%
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,325 Shares 232,754 Est. Cost $16.68 Unrealized
AMGN AMGEN INC. 0.4%
Value ($000) $2,175 Shares 11,450 Est. Cost $73.34 Unrealized +110.9%
KMX CARMAX INC 0.4%
Value ($000) $2,129 Shares 30,500 Est. Cost $61.63 Unrealized 0.0%
ALPHABET INC. CLASS A 0.3%
Value ($000) $1,858 Shares 1,579 Est. Cost $1044.97 Unrealized
SIGNATURE BANK 0.3%
Value ($000) $1,812 Shares 14,150 Est. Cost $102.81 Unrealized
GRAFTECH INTERNATIONAL LTD 0.3%
Value ($000) $1,672 Shares 130,711 Est. Cost $11.61 Unrealized
THE MOSAIC CO 0.3%
Value ($000) $1,540 Shares 56,400 Est. Cost $29.21 Unrealized
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,491 Shares 5,746 Est. Cost $235.81 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.2%
Value ($000) $1,376 Shares 12,615 Est. Cost $108.20 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,365 Shares 10,690 Est. Cost $68.24 Unrealized +57.4%
AAPL APPLE INC 0.2%
Value ($000) $1,326 Shares 6,979 Est. Cost $23.91 Unrealized +69.1%
CISCO SYSTEMS INC 0.2%
Value ($000) $1,301 Shares 24,100 Est. Cost $43.51 Unrealized
INVSC WILDERHILL CLEAN ENERGY 0.2%
Value ($000) $1,206 Shares 45,030 Est. Cost $21.39 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.2%
Value ($000) $1,167 Shares 100,875 Est. Cost $13.88 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.2%
Value ($000) $1,014 Shares 23,500 Est. Cost $37.72 Unrealized -7.5%
MMM 3M CO 0.2%
Value ($000) $992 Shares 4,773 Est. Cost $61.85 Unrealized +111.9%
TORTOISE ENERGY INF CORP 0.2%
Value ($000) $944 Shares 40,150 Est. Cost $21.87 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $941 Shares 11,827 Est. Cost $79.86 Unrealized
VANGUARD MATERIALS ETF 0.2%
Value ($000) $918 Shares 7,460 Est. Cost $110.89 Unrealized
WMT WAL-MART STORES 0.2%
Value ($000) $892 Shares 9,150 Est. Cost $16.63 Unrealized +75.8%
DHR DANAHER CORP 0.1%
Value ($000) $766 Shares 5,800 Est. Cost $69.97 Unrealized +42.0%
SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $739 Shares 14,400 Est. Cost $47.29 Unrealized
ALPHABET INC. CLASS C 0.1%
Value ($000) $723 Shares 616 Est. Cost $1035.71 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $718 Shares 3,575 Est. Cost $161.43 Unrealized +25.0%
DSI ISHARES:MSCI KLD 400 SOC 0.1%
Value ($000) $665 Shares 6,300 Est. Cost $106.53 Unrealized
A T & T INC 0.1%
Value ($000) $649 Shares 20,701 Est. Cost $28.92 Unrealized
TSM TAIWAN SEMICONDUCTR F SPONSORE 0.1%
Value ($000) $553 Shares 13,500 Est. Cost $31.39 Unrealized
LAB CO OF AMER HLDG 0.1%
Value ($000) $514 Shares 3,358 Est. Cost $131.12 Unrealized
IQVIA HOLDINGS INC 0.1%
Value ($000) $503 Shares 3,500 Est. Cost $117.01 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $480 Shares 3,700 Est. Cost $74.86 Unrealized +48.2%
CELGENE CORP 0.1%
Value ($000) $463 Shares 4,908 Est. Cost $112.37 Unrealized
HEWLETT PACKARD ENTERPRI 0.1%
Value ($000) $449 Shares 29,100 Est. Cost $13.43 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $436 Shares 4,585 Est. Cost $54.74 Unrealized +31.4%
PEP PEPSICO INC 0.1%
Value ($000) $430 Shares 3,510 Est. Cost $84.60 Unrealized +9.3%
BLACKROCK INC 0.1%
Value ($000) $427 Shares 1,000 Est. Cost $393.00 Unrealized
AGCO A G C O CORP 0.1%
Value ($000) $403 Shares 5,800 Est. Cost $46.96 Unrealized +13.8%
BLBD BLUE BIRD CORP 0.1%
Value ($000) $402 Shares 23,723 Est. Cost $14.00 Unrealized +33.9%
DIS WALT DISNEY CO 0.1%
Value ($000) $399 Shares 3,596 Est. Cost $56.11 Unrealized +92.3%
LUMENTUM HOLDINGS INC 0.1%
Value ($000) $395 Shares 6,984 Est. Cost $56.56 Unrealized
ROYAL DUTCH SHELL F SPONSORED 0.1%
Value ($000) $389 Shares 6,223 Est. Cost $60.57 Unrealized
II-VI INC 0.1%
Value ($000) $376 Shares 10,100 Est. Cost $33.09 Unrealized
KO THE COCA-COLA CO 0.1%
Value ($000) $375 Shares 8,006 Est. Cost $32.44 Unrealized +16.4%
REGENERON PHARMS INC 0.1%
Value ($000) $370 Shares 900 Est. Cost $373.33 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $365 Shares 8,500 Est. Cost $44.20 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $359 Shares 8,685 Est. Cost $24.09 Unrealized +56.5%
VERIZON COMMUNICATN 0.1%
Value ($000) $359 Shares 6,079 Est. Cost $56.80 Unrealized
GENERAL MOTORS CO 0.1%
Value ($000) $354 Shares 9,550 Est. Cost $33.40 Unrealized
ON ON SEMICONDUCTOR CO 0.1%
Value ($000) $350 Shares 17,000 Est. Cost $22.35 Unrealized -7.7%
INVSC QQQ TRUST SRS 1 ETF 0.1%
Value ($000) $346 Shares 1,924 Est. Cost $158.50 Unrealized
SENSATA TECH F 0.1%
Value ($000) $333 Shares 7,400 Est. Cost $44.93 Unrealized
JOHNSON CONTROLS INTER F 0.1%
Value ($000) $329 Shares 8,903 Est. Cost $36.95 Unrealized
AOS A. O. SMITH CORP 0.1%
Value ($000) $309 Shares 5,800 Est. Cost $43.83 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $307 Shares 3,825 Est. Cost $38.84 Unrealized +55.6%
HOLX HOLOGIC INC 0.1%
Value ($000) $305 Shares 6,300 Est. Cost $40.43 Unrealized +11.5%
SELECT SECTOR UTI SELECT SPDR 0.1%
Value ($000) $302 Shares 5,200 Est. Cost $58.08 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $301 Shares 700 Est. Cost $123.81 Unrealized +5.7%
CI CIGNA CORP 0.1%
Value ($000) $289 Shares 1,800 Est. Cost $190.77 Unrealized -12.5%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $287 Shares 2,000 Est. Cost $117.38 Unrealized -0.3%
MCD MC DONALDS CORP 0.1%
Value ($000) $285 Shares 1,500 Est. Cost $118.25 Unrealized +30.7%
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $282 Shares 6,700 Est. Cost $37.16 Unrealized +3.8%
FNB F N B CORP PA 0.0%
Value ($000) $270 Shares 25,457 Est. Cost $8.72 Unrealized +0.1%
CHINA MOBILE LTD F SPONSORED A 0.0%
Value ($000) $265 Shares 5,200 Est. Cost $48.08 Unrealized
CORNING NAT GAS HLDG 0.0%
Value ($000) $261 Shares 13,448 Est. Cost $19.39 Unrealized
U S CONCRETE INC 0.0%
Value ($000) $257 Shares 6,200 Est. Cost $35.25 Unrealized
DOUGLAS DYNAMICS INC 0.0%
Value ($000) $213 Shares 5,600 Est. Cost $35.89 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $208 Shares 3,200 Est. Cost $56.62 Unrealized -10.2%
CIEN CIENA CORP 0.0%
Value ($000) $205 Shares 5,500 Est. Cost $22.19 Unrealized +75.0%
FRST TRST ISE GLB WND ENG INX 0.0%
Value ($000) $198 Shares 15,200 Est. Cost $11.45 Unrealized
MHTX MANHATTAN SCIENTIFICS INC 0.0%
Value ($000) $2 Shares 145,000 Est. Cost $0.07 Unrealized -83.8%
AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $1 Shares 18,750 Est. Cost $0.11 Unrealized