JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 2, 2019

Total Value ($000): $568,572 (100.0% shares, 0.0% debt)

Holdings (148)

EMR EMERSON ELEC CO 6.9%
Value ($000) $39,283 Shares 588,788 Est. Cost $48.10 Unrealized +19.5%
XOM EXXON MOBIL CORP 5.7%
Value ($000) $32,604 Shares 425,473 Est. Cost $55.07 Unrealized +3.3%
GVA GRANITE CONSTRUCTION 4.9%
Value ($000) $27,911 Shares 579,325 Est. Cost $40.67 Unrealized +7.5%
GLW CORNING INC 4.6%
Value ($000) $26,002 Shares 782,510 Est. Cost $14.41 Unrealized +84.7%
PFE PFIZER INC 3.3%
Value ($000) $18,879 Shares 435,808 Est. Cost $17.33 Unrealized +68.6%
BMY BRISTOL-MYERS SQUIBB 2.9%
Value ($000) $16,247 Shares 358,268 Est. Cost $34.97 Unrealized +3.3%
INTC INTEL CORP 2.6%
Value ($000) $14,731 Shares 307,726 Est. Cost $17.44 Unrealized +147.1%
NVS NOVARTIS AG 2.6%
Value ($000) $14,500 Shares 158,800 Est. Cost $76.14 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $13,260 Shares 95,205 Est. Cost $62.93 Unrealized +82.4%
DENTSPLY SIRONA INC 2.3%
Value ($000) $12,874 Shares 220,600 Est. Cost $37.21 Unrealized
GLAXOSMITHKLINE PLC 2.2%
Value ($000) $12,455 Shares 311,225 Est. Cost $41.15 Unrealized
OGE OGE ENERGY CORP 2.2%
Value ($000) $12,366 Shares 290,543 Est. Cost $33.47 Unrealized +26.5%
FLOWSERVE CORP 2.2%
Value ($000) $12,292 Shares 233,285 Est. Cost $38.02 Unrealized
EEMV ISHR EDG MSCI MIN VOL EMG MKT 2.2%
Value ($000) $12,292 Shares 208,839 Est. Cost $57.01 Unrealized
BCE BCE INC 1.9%
Value ($000) $10,710 Shares 235,494 Est. Cost $24.45 Unrealized +19.3%
AMERICAN SOFTWARE INC 1.8%
Value ($000) $10,269 Shares 780,901 Est. Cost $9.82 Unrealized
MDU M D U RESOURCES GRP 1.8%
Value ($000) $10,207 Shares 395,631 Est. Cost $7.15 Unrealized +11.7%
LNN LINDSAY CORP 1.7%
Value ($000) $9,898 Shares 120,398 Est. Cost $68.33 Unrealized +13.6%
MSFT MICROSOFT CORP 1.7%
Value ($000) $9,404 Shares 70,198 Est. Cost $26.70 Unrealized +347.6%
EVRG EVERGY INC 1.6%
Value ($000) $9,157 Shares 152,238 Est. Cost $40.03 Unrealized +13.2%
BNS BANK OF NOVA SCOTIA 1.5%
Value ($000) $8,525 Shares 156,850 Est. Cost $32.31 Unrealized +15.8%
HON HONEYWELL INTL INC 1.5%
Value ($000) $8,517 Shares 48,782 Est. Cost $53.13 Unrealized +161.0%
TE CONNECTIVITY LTD F 1.3%
Value ($000) $7,581 Shares 79,150 Est. Cost $75.63 Unrealized
ABT ABBOTT LABORATORIES 1.3%
Value ($000) $7,568 Shares 89,984 Est. Cost $34.38 Unrealized +104.2%
WTS WATTS WATER TECH INC CLASS A 1.3%
Value ($000) $7,509 Shares 80,582 Est. Cost $55.78 Unrealized +53.0%
TMO THERMO FISHER SCIENTIFIC INC 1.3%
Value ($000) $7,472 Shares 25,444 Est. Cost $88.93 Unrealized +204.4%
MMM 3M CO 1.3%
Value ($000) $7,466 Shares 43,073 Est. Cost $114.11 Unrealized +5.7%
MRK MERCK & CO INC 1.3%
Value ($000) $7,184 Shares 85,675 Est. Cost $33.50 Unrealized +85.5%
IBM IBM CORP 1.2%
Value ($000) $6,706 Shares 48,626 Est. Cost $102.16 Unrealized -3.5%
INGERSOLL RAND PLC F 1.1%
Value ($000) $6,044 Shares 47,716 Est. Cost $91.23 Unrealized
SPDR S&P EM MKTS SM CP 1.0%
Value ($000) $5,815 Shares 130,100 Est. Cost $42.29 Unrealized
INVSC S P GLOBAL WATER INDEX E 1.0%
Value ($000) $5,804 Shares 155,025 Est. Cost $31.14 Unrealized
AECOM TECHNOLOGY CORP 1.0%
Value ($000) $5,803 Shares 153,325 Est. Cost $27.33 Unrealized
AZTA BROOKS AUTOMATION 1.0%
Value ($000) $5,555 Shares 143,345 Est. Cost $8.51 Unrealized +313.0%
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value ($000) $4,977 Shares 122,000 Est. Cost $34.79 Unrealized -2.0%
LUMENTUM HOLDINGS INC 0.9%
Value ($000) $4,839 Shares 90,609 Est. Cost $53.65 Unrealized
QUEST DIAGNOSTIC INC 0.9%
Value ($000) $4,835 Shares 47,486 Est. Cost $83.27 Unrealized
IDA IDACORP INC 0.8%
Value ($000) $4,624 Shares 46,039 Est. Cost $48.08 Unrealized +109.9%
SLB SCHLUMBERGER LTD F 0.8%
Value ($000) $4,547 Shares 114,425 Est. Cost $44.25 Unrealized -24.0%
BAX BAXTER INTERNATIONAL INC 0.8%
Value ($000) $4,539 Shares 55,426 Est. Cost $38.90 Unrealized +76.0%
EWA ISHARES MSCI AUSTRALIA ETF 0.8%
Value ($000) $4,326 Shares 191,950 Est. Cost $20.84 Unrealized
ELMIRA SAVINGS BANK F S 0.7%
Value ($000) $3,900 Shares 243,021 Est. Cost $20.08 Unrealized
EPU ISHARES:MSCI PERU 0.7%
Value ($000) $3,849 Shares 103,906 Est. Cost $36.86 Unrealized
DUKE ENERGY CORP 0.7%
Value ($000) $3,846 Shares 43,582 Est. Cost $86.30 Unrealized
LFCR LANDEC CORP 0.7%
Value ($000) $3,773 Shares 402,725 Est. Cost $11.69 Unrealized -13.7%
EWC ISHARES MSCI CANADA ETF 0.7%
Value ($000) $3,752 Shares 131,101 Est. Cost $26.24 Unrealized
NEXTERA ENERGY INC 0.6%
Value ($000) $3,685 Shares 17,986 Est. Cost $173.81 Unrealized
OC OWENS CORNING FIBERGLAS 0.6%
Value ($000) $3,524 Shares 60,550 Est. Cost $58.44 Unrealized -12.7%
ARGAN INC 0.6%
Value ($000) $3,419 Shares 84,300 Est. Cost $37.84 Unrealized
PEG PUB SVC ENTERPISE GP 0.6%
Value ($000) $3,363 Shares 57,175 Est. Cost $28.44 Unrealized +67.2%
XEROX CORP 0.6%
Value ($000) $3,323 Shares 93,839 Est. Cost $26.19 Unrealized
VIAV VIAVI SOLUTIONS INC 0.6%
Value ($000) $3,152 Shares 237,200 Est. Cost $9.35 Unrealized +38.4%
ASTE ASTEC INDUSTRIES INC 0.5%
Value ($000) $3,049 Shares 93,650 Est. Cost $34.66 Unrealized -10.5%
ISHARES MSCI SINGAPORE ETF 0.5%
Value ($000) $3,016 Shares 122,125 Est. Cost $22.10 Unrealized
SWK STANLEY BLACK & DECK 0.5%
Value ($000) $2,675 Shares 18,500 Est. Cost $114.85 Unrealized +0.8%
AAPL APPLE INC 0.5%
Value ($000) $2,596 Shares 13,118 Est. Cost $34.54 Unrealized +35.0%
DXC DXC TECHNOLOGY CO 0.4%
Value ($000) $2,504 Shares 45,400 Est. Cost $55.87 Unrealized 0.0%
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,363 Shares 225,054 Est. Cost $16.68 Unrealized
GRAFTECH INTERNATIONAL LTD 0.4%
Value ($000) $2,356 Shares 204,832 Est. Cost $11.57 Unrealized
AMGN AMGEN INC. 0.4%
Value ($000) $2,142 Shares 11,622 Est. Cost $74.42 Unrealized +96.4%
THE MOSAIC CO 0.3%
Value ($000) $1,955 Shares 78,100 Est. Cost $28.05 Unrealized
NOBLE ENERGY INC NBL 0.3%
Value ($000) $1,904 Shares 85,000 Est. Cost $22.40 Unrealized
ALC ALCON INC 0.3%
Value ($000) $1,853 Shares 29,862 Est. Cost $57.87 Unrealized 0.0%
ALPHABET INC. CLASS A 0.3%
Value ($000) $1,699 Shares 1,569 Est. Cost $1044.97 Unrealized
SIGNATURE BANK 0.3%
Value ($000) $1,625 Shares 13,450 Est. Cost $102.81 Unrealized
DOW DOW CHEMICAL CO 0.3%
Value ($000) $1,577 Shares 31,982 Est. Cost $36.37 Unrealized 0.0%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,535 Shares 5,703 Est. Cost $235.81 Unrealized
HAL HALLIBURTON CO HLDG 0.3%
Value ($000) $1,524 Shares 67,028 Est. Cost $36.10 Unrealized -37.1%
DD DUPONT 0.3%
Value ($000) $1,508 Shares 20,084 Est. Cost $27.24 Unrealized 0.0%
AGG ISHARES CORE US AGGREGATE BOND 0.2%
Value ($000) $1,378 Shares 12,375 Est. Cost $108.20 Unrealized
INVSC WILDERHILL CLEAN ENERGY 0.2%
Value ($000) $1,324 Shares 44,550 Est. Cost $21.39 Unrealized
CISCO SYSTEMS INC 0.2%
Value ($000) $1,324 Shares 24,186 Est. Cost $43.51 Unrealized
CALAMP CORP 0.2%
Value ($000) $1,272 Shares 108,900 Est. Cost $14.40 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $1,247 Shares 10,590 Est. Cost $68.24 Unrealized +62.6%
DHR DANAHER CORP 0.2%
Value ($000) $1,094 Shares 7,655 Est. Cost $80.87 Unrealized +42.1%
NEW YORK COMMUNITY BANCORP INC 0.2%
Value ($000) $1,019 Shares 102,100 Est. Cost $13.83 Unrealized
WMT WAL-MART STORES 0.2%
Value ($000) $1,013 Shares 9,165 Est. Cost $16.63 Unrealized +88.2%
VANGUARD MATERIALS ETF 0.2%
Value ($000) $1,008 Shares 7,860 Est. Cost $111.77 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $934 Shares 11,599 Est. Cost $79.86 Unrealized
BLACKROCK INC 0.1%
Value ($000) $781 Shares 1,665 Est. Cost $423.38 Unrealized
SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $769 Shares 14,400 Est. Cost $47.29 Unrealized
TORTOISE ENERGY INF CORP 0.1%
Value ($000) $767 Shares 34,000 Est. Cost $21.87 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $762 Shares 3,575 Est. Cost $161.43 Unrealized +28.2%
A T & T INC 0.1%
Value ($000) $624 Shares 18,636 Est. Cost $28.92 Unrealized
ALPHABET INC. CLASS C 0.1%
Value ($000) $623 Shares 576 Est. Cost $1035.71 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $595 Shares 20,117 Est. Cost $25.02 Unrealized 0.0%
IQVIA HOLDINGS INC 0.1%
Value ($000) $563 Shares 3,500 Est. Cost $117.01 Unrealized
LAB CO OF AMER HLDG 0.1%
Value ($000) $557 Shares 3,224 Est. Cost $131.12 Unrealized
BP BP PLC F SPONSORED ADR 1 ADR R 0.1%
Value ($000) $548 Shares 13,150 Est. Cost $41.67 Unrealized
APH AMPHENOL CORP 0.1%
Value ($000) $540 Shares 5,625 Est. Cost $22.58 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $531 Shares 1,450 Est. Cost $341.35 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTR F SPONSORE 0.1%
Value ($000) $529 Shares 13,500 Est. Cost $31.39 Unrealized
DSI ISHARES:MSCI KLD 400 SOC 0.1%
Value ($000) $525 Shares 4,800 Est. Cost $106.53 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $508 Shares 3,636 Est. Cost $56.90 Unrealized +125.0%
AOS A. O. SMITH CORP 0.1%
Value ($000) $486 Shares 10,300 Est. Cost $43.64 Unrealized -0.5%
II-VI INC 0.1%
Value ($000) $461 Shares 12,600 Est. Cost $33.78 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $459 Shares 3,500 Est. Cost $84.60 Unrealized +23.8%
CELGENE CORP 0.1%
Value ($000) $454 Shares 4,908 Est. Cost $112.37 Unrealized
BLBD BLUE BIRD CORP 0.1%
Value ($000) $451 Shares 22,887 Est. Cost $14.00 Unrealized +30.8%
AGCO A G C O CORP 0.1%
Value ($000) $450 Shares 5,800 Est. Cost $46.96 Unrealized +25.6%
HEWLETT PACKARD ENTERPRI 0.1%
Value ($000) $442 Shares 29,600 Est. Cost $13.45 Unrealized
FISV FISERV INC 0.1%
Value ($000) $438 Shares 4,800 Est. Cost $87.63 Unrealized 0.0%
PSX PHILLIPS 66 0.1%
Value ($000) $429 Shares 4,585 Est. Cost $54.74 Unrealized +25.1%
ROYAL DUTCH SHELL F SPONSORED 0.1%
Value ($000) $411 Shares 6,323 Est. Cost $60.64 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $410 Shares 3,700 Est. Cost $74.86 Unrealized +44.3%
KO THE COCA-COLA CO 0.1%
Value ($000) $408 Shares 8,006 Est. Cost $32.44 Unrealized +23.1%
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $404 Shares 9,425 Est. Cost $44.07 Unrealized
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $393 Shares 9,000 Est. Cost $38.76 Unrealized +12.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $385 Shares 5,695 Est. Cost $54.08 Unrealized -6.0%
TPC TUTOR PERINI CORP 0.1%
Value ($000) $376 Shares 27,100 Est. Cost $21.15 Unrealized -21.0%
JOHNSON CONTROLS INTER F 0.1%
Value ($000) $372 Shares 9,003 Est. Cost $37.00 Unrealized
GENERAL MOTORS CO 0.1%
Value ($000) $369 Shares 9,572 Est. Cost $33.40 Unrealized
SENSATA TECH F 0.1%
Value ($000) $363 Shares 7,400 Est. Cost $44.93 Unrealized
INVSC QQQ TRUST SRS 1 ETF 0.1%
Value ($000) $359 Shares 1,924 Est. Cost $158.50 Unrealized
FNB F N B CORP PA 0.1%
Value ($000) $347 Shares 29,457 Est. Cost $8.73 Unrealized +1.2%
ON ON SEMICONDUCTOR CO 0.1%
Value ($000) $344 Shares 17,000 Est. Cost $22.35 Unrealized -7.5%
VERIZON COMMUNICATN 0.1%
Value ($000) $344 Shares 6,029 Est. Cost $56.80 Unrealized
U S CONCRETE INC 0.1%
Value ($000) $338 Shares 6,800 Est. Cost $36.53 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $335 Shares 8,685 Est. Cost $24.09 Unrealized +54.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $320 Shares 3,888 Est. Cost $39.34 Unrealized +76.8%
MCD MC DONALDS CORP 0.1%
Value ($000) $311 Shares 1,500 Est. Cost $118.25 Unrealized +43.6%
IPG PHOTONICS CORP 0.1%
Value ($000) $308 Shares 2,000 Est. Cost $154.00 Unrealized
HOLX HOLOGIC INC 0.1%
Value ($000) $303 Shares 6,300 Est. Cost $40.43 Unrealized +14.4%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $302 Shares 2,000 Est. Cost $117.38 Unrealized +9.5%
EVOQUA WATER TECHNOLOGIES CORP 0.1%
Value ($000) $296 Shares 20,800 Est. Cost $14.23 Unrealized
REGENERON PHARMS INC 0.0%
Value ($000) $282 Shares 900 Est. Cost $373.33 Unrealized
SELECT SECTOR UTI SELECT SPDR 0.0%
Value ($000) $280 Shares 4,700 Est. Cost $58.08 Unrealized
CORNING NAT GAS HLDG 0.0%
Value ($000) $279 Shares 13,448 Est. Cost $19.39 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $271 Shares 28,305 Est. Cost $14.87 Unrealized -27.3%
CTSH COGNIZANT TECH SOLUTIONS-A CTS 0.0%
Value ($000) $255 Shares 4,030 Est. Cost $59.41 Unrealized 0.0%
FORTIVE CORP DISC 0.0%
Value ($000) $240 Shares 2,945 Est. Cost $81.49 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $240 Shares 2,854 Est. Cost $77.09 Unrealized 0.0%
CMC COMMERCIAL METALS CO 0.0%
Value ($000) $237 Shares 13,300 Est. Cost $14.61 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $229 Shares 500 Est. Cost $123.81 Unrealized +13.8%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $224 Shares 1,400 Est. Cost $141.56 Unrealized 0.0%
DOUGLAS DYNAMICS INC 0.0%
Value ($000) $223 Shares 5,600 Est. Cost $35.89 Unrealized
ORACLE CORP 0.0%
Value ($000) $223 Shares 3,918 Est. Cost $56.92 Unrealized
CI CIGNA CORP 0.0%
Value ($000) $221 Shares 1,400 Est. Cost $190.77 Unrealized -24.9%
EL ESTEE LAUDERCO INC CLASS A 0.0%
Value ($000) $219 Shares 1,198 Est. Cost $156.93 Unrealized 0.0%
MEXICO FUND 0.0%
Value ($000) $213 Shares 15,500 Est. Cost $13.74 Unrealized
CHINA MOBILE LTD F SPONSORED A 0.0%
Value ($000) $208 Shares 4,600 Est. Cost $48.08 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $208 Shares 999 Est. Cost $169.54 Unrealized 0.0%
FRST TRST ISE GLB WND ENG INX 0.0%
Value ($000) $203 Shares 15,200 Est. Cost $11.45 Unrealized
MKSI MKS INSTRUMENTS INC MKSI 0.0%
Value ($000) $203 Shares 2,600 Est. Cost $80.27 Unrealized 0.0%
UNITED STATES STEEL CORP 0.0%
Value ($000) $173 Shares 11,300 Est. Cost $15.31 Unrealized
CYD CHINA YUCHAI INTERNATIONAL LTD 0.0%
Value ($000) $169 Shares 11,300 Est. Cost $11.02 Unrealized 0.0%
SND SMART SAND INC 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $3.55 Unrealized 0.0%
AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $1 Shares 18,750 Est. Cost $0.11 Unrealized