JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 14, 2020

Total Value ($000): $376,968 (100.0% shares, 0.0% debt)

Holdings (101)

EMR EMERSON ELEC CO 7.4%
Value ($000) $27,857 Shares 584,619 Est. Cost $48.44 Unrealized +19.3%
BMY BRISTOL-MYERS SQUIBB 6.1%
Value ($000) $22,880 Shares 410,483 Est. Cost $35.22 Unrealized +37.9%
GLW CORNING INC 4.8%
Value ($000) $18,197 Shares 885,963 Est. Cost $15.61 Unrealized +41.6%
PFE PFIZER INC 4.6%
Value ($000) $17,514 Shares 536,568 Est. Cost $19.03 Unrealized +35.7%
GLAXOSMITHKLINE PLC 4.3%
Value ($000) $16,157 Shares 426,425 Est. Cost $40.30 Unrealized
INTC INTEL CORP 3.5%
Value ($000) $13,347 Shares 246,618 Est. Cost $17.44 Unrealized +200.0%
NVS NOVARTIS AG 3.3%
Value ($000) $12,601 Shares 152,835 Est. Cost $76.14 Unrealized
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $12,154 Shares 92,684 Est. Cost $62.93 Unrealized +90.9%
MMM 3M CO 2.9%
Value ($000) $11,036 Shares 80,848 Est. Cost $112.45 Unrealized -5.8%
AMERICAN SOFTWARE INC 2.8%
Value ($000) $10,495 Shares 738,573 Est. Cost $9.82 Unrealized
BCE BCE INC 2.7%
Value ($000) $10,085 Shares 246,827 Est. Cost $24.89 Unrealized +20.9%
OGE OGE ENERGY CORP 2.4%
Value ($000) $8,981 Shares 292,258 Est. Cost $33.76 Unrealized +19.8%
DENTSPLY SIRONA INC 2.2%
Value ($000) $8,193 Shares 211,000 Est. Cost $37.21 Unrealized
MDU M D U RESOURCES GRP 2.1%
Value ($000) $8,098 Shares 376,664 Est. Cost $7.15 Unrealized +23.4%
LNN LINDSAY CORP 2.1%
Value ($000) $7,991 Shares 87,257 Est. Cost $68.33 Unrealized +35.2%
IBM IBM CORP 2.1%
Value ($000) $7,921 Shares 71,405 Est. Cost $101.33 Unrealized -3.0%
MSFT MICROSOFT CORP 1.8%
Value ($000) $6,858 Shares 43,482 Est. Cost $26.70 Unrealized +485.5%
ABT ABBOTT LABORATORIES 1.8%
Value ($000) $6,779 Shares 85,911 Est. Cost $34.38 Unrealized +119.1%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $6,581 Shares 23,204 Est. Cost $88.93 Unrealized +249.2%
MRK MERCK & CO INC 1.7%
Value ($000) $6,303 Shares 81,922 Est. Cost $33.50 Unrealized +94.3%
GVA GRANITE CONSTRUCTION 1.6%
Value ($000) $5,919 Shares 389,916 Est. Cost $32.42 Unrealized -30.8%
ADM ARCHER DANIELS MIDLAND CO 1.4%
Value ($000) $5,465 Shares 155,350 Est. Cost $34.51 Unrealized +0.1%
BNS BANK OF NOVA SCOTIA 1.4%
Value ($000) $5,364 Shares 132,125 Est. Cost $32.44 Unrealized +13.1%
HON HONEYWELL INTL INC 1.4%
Value ($000) $5,352 Shares 40,001 Est. Cost $53.13 Unrealized +157.1%
LITE LUMENTUM HOLDINGS INC 1.4%
Value ($000) $5,334 Shares 72,378 Est. Cost $65.46 Unrealized +20.2%
TE CONNECTIVITY LTD F 1.3%
Value ($000) $4,786 Shares 76,000 Est. Cost $75.63 Unrealized
ARGAN INC 1.2%
Value ($000) $4,607 Shares 133,275 Est. Cost $38.67 Unrealized
TSM TAIWAN SEMICONDUCTR F SPONSORE 1.2%
Value ($000) $4,512 Shares 94,419 Est. Cost $47.50 Unrealized
AECOM TECHNOLOGY CORP 1.1%
Value ($000) $4,243 Shares 142,150 Est. Cost $27.33 Unrealized
IDA IDACORP INC 1.1%
Value ($000) $3,960 Shares 45,109 Est. Cost $48.08 Unrealized +114.1%
QUEST DIAGNOSTIC INC 1.0%
Value ($000) $3,753 Shares 46,736 Est. Cost $83.27 Unrealized
ALB ALBEMARLE CORP 1.0%
Value ($000) $3,709 Shares 65,800 Est. Cost $61.60 Unrealized +15.4%
ELAN ELANCO ANIMAL HEALTH INC 0.9%
Value ($000) $3,475 Shares 155,200 Est. Cost $28.81 Unrealized -4.9%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $3,395 Shares 89,402 Est. Cost $55.07 Unrealized -23.6%
VERIZON COMMUNICATN 0.9%
Value ($000) $3,389 Shares 63,081 Est. Cost $53.95 Unrealized
FLOWSERVE CORP 0.9%
Value ($000) $3,261 Shares 136,482 Est. Cost $38.14 Unrealized
LFCR LANDEC CORP 0.8%
Value ($000) $2,983 Shares 343,352 Est. Cost $11.69 Unrealized -11.0%
AZTA BROOKS AUTOMATION 0.8%
Value ($000) $2,839 Shares 93,088 Est. Cost $8.51 Unrealized +322.4%
AVGO BROADCOM LTD AVGO 0.7%
Value ($000) $2,703 Shares 11,400 Est. Cost $24.28 Unrealized 0.0%
EWA ISHARES MSCI AUSTRALIA ETF 0.7%
Value ($000) $2,601 Shares 167,400 Est. Cost $20.84 Unrealized
EWC ISHARES MSCI CANADA ETF 0.7%
Value ($000) $2,569 Shares 117,567 Est. Cost $26.24 Unrealized
ASTE ASTEC INDUSTRIES INC 0.6%
Value ($000) $2,350 Shares 67,200 Est. Cost $34.61 Unrealized +5.6%
PEG PUB SVC ENTERPISE GP 0.6%
Value ($000) $2,339 Shares 52,075 Est. Cost $28.44 Unrealized +55.2%
HORIZON THERAPEUTICS PLC 0.6%
Value ($000) $2,282 Shares 77,052 Est. Cost $27.23 Unrealized
A T & T INC 0.6%
Value ($000) $2,245 Shares 77,012 Est. Cost $29.12 Unrealized
XRX XEROX CORP 0.6%
Value ($000) $2,211 Shares 116,762 Est. Cost $31.64 Unrealized +0.4%
HPQ HP INC 0.5%
Value ($000) $1,923 Shares 110,800 Est. Cost $15.31 Unrealized +7.7%
TDC TERADATA CORP 0.5%
Value ($000) $1,920 Shares 93,701 Est. Cost $26.97 Unrealized -14.6%
CCK CROWN HOLDINGS INC 0.5%
Value ($000) $1,896 Shares 32,670 Est. Cost $67.77 Unrealized -2.4%
PHG KONINKLIJKE PHILIPS N F SPONSO 0.4%
Value ($000) $1,687 Shares 42,000 Est. Cost $41.01 Unrealized
UHAL AMERCO 0.4%
Value ($000) $1,671 Shares 5,750 Est. Cost $36.72 Unrealized -8.0%
AMGN AMGEN INC. 0.4%
Value ($000) $1,660 Shares 8,190 Est. Cost $74.42 Unrealized +144.9%
GENERAL ELECTRIC CO 0.4%
Value ($000) $1,588 Shares 199,970 Est. Cost $16.68 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.4%
Value ($000) $1,582 Shares 13,715 Est. Cost $108.92 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,500 Shares 18,161 Est. Cost $93.73 Unrealized 0.0%
AAPL APPLE INC 0.4%
Value ($000) $1,372 Shares 5,397 Est. Cost $34.54 Unrealized +105.8%
DAN DANA INC 0.4%
Value ($000) $1,340 Shares 171,600 Est. Cost $13.44 Unrealized -10.1%
CTVA CORTEVA INC 0.4%
Value ($000) $1,330 Shares 56,577 Est. Cost $25.87 Unrealized -1.2%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $1,308 Shares 5,524 Est. Cost $235.81 Unrealized
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $1,288 Shares 15,865 Est. Cost $38.90 Unrealized +97.3%
VIAV VIAVI SOLUTIONS INC 0.3%
Value ($000) $1,274 Shares 113,625 Est. Cost $9.35 Unrealized +45.6%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $1,074 Shares 15,002 Est. Cost $77.15 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.3%
Value ($000) $976 Shares 11,873 Est. Cost $80.17 Unrealized
SLB SCHLUMBERGER LTD F 0.3%
Value ($000) $957 Shares 70,932 Est. Cost $39.69 Unrealized -36.3%
ALC ALCON INC 0.3%
Value ($000) $945 Shares 18,599 Est. Cost $57.87 Unrealized -2.1%
CISCO SYSTEMS INC 0.2%
Value ($000) $928 Shares 23,600 Est. Cost $43.51 Unrealized
ELMIRA SAVINGS BANK F S 0.2%
Value ($000) $888 Shares 77,203 Est. Cost $20.08 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.2%
Value ($000) $834 Shares 88,800 Est. Cost $13.83 Unrealized
SIGNATURE BANK 0.2%
Value ($000) $659 Shares 8,200 Est. Cost $102.81 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.2%
Value ($000) $651 Shares 3,562 Est. Cost $162.37 Unrealized +30.9%
CORNING NAT GAS HLDG 0.2%
Value ($000) $630 Shares 40,648 Est. Cost $16.78 Unrealized
DUKE ENERGY CORP 0.2%
Value ($000) $616 Shares 7,620 Est. Cost $86.30 Unrealized
CRUS CIRRUS LOGIC INC 0.2%
Value ($000) $591 Shares 9,000 Est. Cost $38.76 Unrealized +90.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $555 Shares 4,000 Est. Cost $77.94 Unrealized +64.5%
EVOQUA WATER TECHNOLOGIES CORP 0.1%
Value ($000) $502 Shares 44,800 Est. Cost $12.61 Unrealized
II-VI INC 0.1%
Value ($000) $493 Shares 17,300 Est. Cost $33.70 Unrealized
AVANGRID INC 0.1%
Value ($000) $442 Shares 10,100 Est. Cost $43.76 Unrealized
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $437 Shares 5,100 Est. Cost $141.17 Unrealized -6.2%
IR INGERSOLL RAND INC 0.1%
Value ($000) $395 Shares 15,910 Est. Cost $31.60 Unrealized 0.0%
REGENERON PHARMS INC 0.1%
Value ($000) $391 Shares 800 Est. Cost $373.33 Unrealized
LAB CO OF AMER HLDG 0.1%
Value ($000) $357 Shares 2,824 Est. Cost $131.12 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $355 Shares 2,500 Est. Cost $122.03 Unrealized +20.9%
SKANSKA AB ORDF 0.1%
Value ($000) $344 Shares 22,500 Est. Cost $20.27 Unrealized
IBB ISHARES:NASDAQ BIOTECH 0.1%
Value ($000) $334 Shares 3,100 Est. Cost $101.01 Unrealized
IQVIA HOLDINGS INC 0.1%
Value ($000) $334 Shares 3,100 Est. Cost $117.01 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $312 Shares 3,226 Est. Cost $58.99 Unrealized +109.4%
SWKS SKYWORKS SOLUTIONS INC SWKS 0.1%
Value ($000) $295 Shares 3,300 Est. Cost $71.37 Unrealized +29.8%
NEXTERA ENERGY INC 0.1%
Value ($000) $277 Shares 1,150 Est. Cost $173.81 Unrealized
AGCO A G C O CORP 0.1%
Value ($000) $274 Shares 5,800 Est. Cost $46.96 Unrealized +12.7%
HLIO HELIOS TECHNOLOGIES INC 0.1%
Value ($000) $265 Shares 7,000 Est. Cost $43.44 Unrealized -2.0%
FELE FRANKLIN ELECTRIC CO 0.1%
Value ($000) $240 Shares 5,100 Est. Cost $43.51 Unrealized +19.2%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $230 Shares 500 Est. Cost $123.81 Unrealized +38.3%
ALPHABET INC. CLASS C 0.1%
Value ($000) $215 Shares 185 Est. Cost $1049.86 Unrealized
SELECT SECTOR UTI SELECT SPDR 0.1%
Value ($000) $211 Shares 3,800 Est. Cost $58.08 Unrealized
ROYAL DUTCH SHELL F SPONSORED 0.1%
Value ($000) $207 Shares 5,923 Est. Cost $60.64 Unrealized
MA COM TECH SOLUTN 0.1%
Value ($000) $203 Shares 10,700 Est. Cost $21.62 Unrealized
JOHNSON CONTROLS INTER F 0.1%
Value ($000) $202 Shares 7,500 Est. Cost $37.00 Unrealized
VANECK VECTORS VIETNAM ETF 0.1%
Value ($000) $199 Shares 19,100 Est. Cost $13.99 Unrealized
FNB F N B CORP PA 0.0%
Value ($000) $127 Shares 17,257 Est. Cost $8.73 Unrealized -4.5%
SND SMART SAND INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $3.55 Unrealized -52.4%
AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $0 Shares 18,750 Est. Cost $0.11 Unrealized