JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 29, 2020

Total Value ($000): $409,772 (100.0% shares, 0.0% debt)

Holdings (109)

EMR EMERSON ELEC CO 6.6%
Value ($000) $26,893 Shares 433,545 Est. Cost $48.44 Unrealized +3.8%
BMY BRISTOL-MYERS SQUIBB 5.9%
Value ($000) $24,095 Shares 409,790 Est. Cost $35.22 Unrealized +36.1%
PFE PFIZER INC 4.3%
Value ($000) $17,604 Shares 538,359 Est. Cost $19.03 Unrealized +36.6%
GLW CORNING INC 4.2%
Value ($000) $17,160 Shares 662,578 Est. Cost $15.61 Unrealized +24.3%
GLAXOSMITHKLINE PLC 4.1%
Value ($000) $16,923 Shares 414,900 Est. Cost $40.30 Unrealized
INTC INTEL CORP 3.5%
Value ($000) $14,386 Shares 240,452 Est. Cost $17.44 Unrealized +204.9%
NVS NOVARTIS AG 3.3%
Value ($000) $13,318 Shares 152,485 Est. Cost $76.14 Unrealized
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $12,996 Shares 92,416 Est. Cost $62.93 Unrealized +97.4%
MMM 3M CO 3.0%
Value ($000) $12,323 Shares 78,998 Est. Cost $112.45 Unrealized -8.9%
OGE OGE ENERGY CORP 2.8%
Value ($000) $11,622 Shares 382,808 Est. Cost $33.09 Unrealized -6.6%
AMERICAN SOFTWARE INC 2.8%
Value ($000) $11,557 Shares 733,340 Est. Cost $9.82 Unrealized
MDU M D U RESOURCES GRP 2.8%
Value ($000) $11,537 Shares 520,174 Est. Cost $7.12 Unrealized -1.3%
ARGAN INC 2.7%
Value ($000) $11,236 Shares 237,149 Est. Cost $42.49 Unrealized
IBM IBM CORP 2.7%
Value ($000) $10,927 Shares 90,480 Est. Cost $99.23 Unrealized -7.9%
BCE BCE INC 2.6%
Value ($000) $10,811 Shares 258,815 Est. Cost $25.04 Unrealized +12.2%
DENTSPLY SIRONA INC 2.4%
Value ($000) $9,973 Shares 226,350 Est. Cost $37.68 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $8,911 Shares 43,785 Est. Cost $26.70 Unrealized +548.1%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $8,353 Shares 23,054 Est. Cost $88.93 Unrealized +271.5%
LNN LINDSAY CORP 2.0%
Value ($000) $8,027 Shares 87,057 Est. Cost $68.33 Unrealized +26.2%
ABT ABBOTT LABORATORIES 1.9%
Value ($000) $7,852 Shares 85,879 Est. Cost $34.38 Unrealized +138.4%
TE CONNECTIVITY LTD F 1.6%
Value ($000) $6,581 Shares 80,700 Est. Cost $75.98 Unrealized
MRK MERCK & CO INC 1.5%
Value ($000) $6,305 Shares 81,539 Est. Cost $33.50 Unrealized +87.7%
ADM ARCHER DANIELS MIDLAND CO 1.5%
Value ($000) $6,194 Shares 155,250 Est. Cost $34.51 Unrealized -7.5%
LITE LUMENTUM HOLDINGS INC 1.4%
Value ($000) $5,755 Shares 70,678 Est. Cost $65.46 Unrealized +16.4%
HON HONEYWELL INTL INC 1.4%
Value ($000) $5,697 Shares 39,401 Est. Cost $53.13 Unrealized +121.9%
TSM TAIWAN SEMICONDUCTR F SPONSORE 1.3%
Value ($000) $5,513 Shares 97,119 Est. Cost $47.76 Unrealized
QUEST DIAGNOSTIC INC 1.3%
Value ($000) $5,313 Shares 46,626 Est. Cost $83.27 Unrealized
AECOM TECHNOLOGY CORP 1.3%
Value ($000) $5,282 Shares 140,550 Est. Cost $27.33 Unrealized
ALB ALBEMARLE CORP 1.2%
Value ($000) $4,717 Shares 61,100 Est. Cost $61.60 Unrealized +2.9%
HORIZON THERAPEUTICS PLC 1.0%
Value ($000) $4,271 Shares 76,852 Est. Cost $27.23 Unrealized
TMP TOMPKINS FINANCIAL CORP TMP 1.0%
Value ($000) $4,128 Shares 63,735 Est. Cost $52.90 Unrealized 0.0%
AZTA BROOKS AUTOMATION 1.0%
Value ($000) $4,098 Shares 92,638 Est. Cost $8.51 Unrealized +345.3%
IDA IDACORP INC 1.0%
Value ($000) $3,919 Shares 44,859 Est. Cost $48.08 Unrealized +87.7%
T A T & T INC 0.9%
Value ($000) $3,658 Shares 121,012 Est. Cost $15.50 Unrealized 0.0%
VERIZON COMMUNICATN 0.9%
Value ($000) $3,511 Shares 63,681 Est. Cost $53.95 Unrealized
AVGO BROADCOM LTD AVGO 0.8%
Value ($000) $3,456 Shares 10,950 Est. Cost $24.28 Unrealized +1.0%
ELAN ELANCO ANIMAL HEALTH INC 0.8%
Value ($000) $3,436 Shares 160,200 Est. Cost $28.60 Unrealized -22.8%
FLOWSERVE CORP 0.8%
Value ($000) $3,363 Shares 117,916 Est. Cost $38.14 Unrealized
AVANGRID INC 0.8%
Value ($000) $3,295 Shares 78,500 Est. Cost $42.20 Unrealized
ASTE ASTEC INDUSTRIES INC 0.8%
Value ($000) $3,094 Shares 66,800 Est. Cost $34.61 Unrealized +11.1%
WTS WATTS WATER TECH INC CLASS A 0.7%
Value ($000) $2,694 Shares 33,259 Est. Cost $80.59 Unrealized 0.0%
LFCR LANDEC CORP 0.7%
Value ($000) $2,666 Shares 334,952 Est. Cost $11.69 Unrealized -11.8%
PEG PUB SVC ENTERPISE GP 0.6%
Value ($000) $2,550 Shares 51,875 Est. Cost $28.44 Unrealized +44.6%
A AGILENT TECHNOLOGIES INC 0.5%
Value ($000) $2,218 Shares 25,102 Est. Cost $77.85 Unrealized +1.3%
CCK CROWN HOLDINGS INC 0.5%
Value ($000) $2,115 Shares 32,470 Est. Cost $67.77 Unrealized -11.8%
PHG KONINKLIJKE PHILIPS N F SPONSO 0.5%
Value ($000) $2,042 Shares 43,600 Est. Cost $41.22 Unrealized
AMGN AMGEN INC. 0.5%
Value ($000) $1,933 Shares 8,195 Est. Cost $74.42 Unrealized +157.6%
TDC TERADATA CORP 0.5%
Value ($000) $1,903 Shares 91,501 Est. Cost $26.97 Unrealized -19.4%
GVA GRANITE CONSTRUCTION 0.4%
Value ($000) $1,805 Shares 94,300 Est. Cost $32.42 Unrealized -47.7%
AAPL APPLE INC 0.4%
Value ($000) $1,799 Shares 4,932 Est. Cost $34.54 Unrealized +117.4%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,616 Shares 18,161 Est. Cost $93.73 Unrealized -13.9%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $1,572 Shares 5,548 Est. Cost $235.81 Unrealized
VIAV VIAVI SOLUTIONS INC 0.3%
Value ($000) $1,425 Shares 111,825 Est. Cost $9.35 Unrealized +28.3%
BAX BAXTER INTERNATIONAL INC 0.3%
Value ($000) $1,366 Shares 15,865 Est. Cost $38.90 Unrealized +99.6%
CTVA CORTEVA INC 0.3%
Value ($000) $1,312 Shares 48,977 Est. Cost $25.87 Unrealized -5.9%
GENERAL ELECTRIC CO 0.3%
Value ($000) $1,246 Shares 182,370 Est. Cost $16.68 Unrealized
XOM EXXON MOBIL CORP 0.3%
Value ($000) $1,171 Shares 26,177 Est. Cost $55.07 Unrealized -36.8%
CISCO SYSTEMS INC 0.3%
Value ($000) $1,101 Shares 23,600 Est. Cost $43.51 Unrealized
ALC ALCON INC 0.3%
Value ($000) $1,051 Shares 18,339 Est. Cost $57.87 Unrealized -3.5%
EVOQUA WATER TECHNOLOGIES CORP 0.2%
Value ($000) $833 Shares 44,800 Est. Cost $12.61 Unrealized
II-VI INC 0.2%
Value ($000) $817 Shares 17,300 Est. Cost $33.70 Unrealized
ELMIRA SAVINGS BANK F S 0.2%
Value ($000) $795 Shares 75,388 Est. Cost $20.08 Unrealized
CORNING NAT GAS HLDG 0.2%
Value ($000) $673 Shares 40,648 Est. Cost $16.78 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.2%
Value ($000) $654 Shares 5,530 Est. Cost $108.92 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $616 Shares 3,755 Est. Cost $77.94 Unrealized +84.6%
DUKE ENERGY CORP 0.1%
Value ($000) $609 Shares 7,620 Est. Cost $86.30 Unrealized
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $556 Shares 9,000 Est. Cost $38.76 Unrealized +76.3%
REGENERON PHARMS INC 0.1%
Value ($000) $499 Shares 800 Est. Cost $373.33 Unrealized
LAB CO OF AMER HLDG 0.1%
Value ($000) $469 Shares 2,824 Est. Cost $131.12 Unrealized
NXST NEXSTAR BROADCASTING GROUP-A N 0.1%
Value ($000) $460 Shares 5,500 Est. Cost $62.90 Unrealized 0.0%
SKANSKA AB ORDF 0.1%
Value ($000) $457 Shares 22,500 Est. Cost $20.27 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $455 Shares 2,600 Est. Cost $122.83 Unrealized +16.3%
IR INGERSOLL RAND INC 0.1%
Value ($000) $447 Shares 15,910 Est. Cost $31.60 Unrealized -11.1%
EEFT EURONET WORLDWIDE INC 0.1%
Value ($000) $436 Shares 4,550 Est. Cost $141.17 Unrealized -34.6%
VMWARE INC 0.1%
Value ($000) $434 Shares 2,800 Est. Cost $155.00 Unrealized
IBB ISHARES:NASDAQ BIOTECH 0.1%
Value ($000) $424 Shares 3,100 Est. Cost $101.01 Unrealized
SWKS SKYWORKS SOLUTIONS INC SWKS 0.1%
Value ($000) $422 Shares 3,300 Est. Cost $71.37 Unrealized +35.2%
MA COM TECH SOLUTN 0.1%
Value ($000) $402 Shares 11,700 Est. Cost $22.71 Unrealized
BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $393 Shares 2,204 Est. Cost $178.31 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $382 Shares 4,595 Est. Cost $80.17 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $361 Shares 3,236 Est. Cost $58.99 Unrealized +82.8%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $356 Shares 2,800 Est. Cost $99.52 Unrealized 0.0%
AMAZON.COM INC 0.1%
Value ($000) $345 Shares 125 Est. Cost $2760.00 Unrealized
IQVIA HOLDINGS INC 0.1%
Value ($000) $341 Shares 2,400 Est. Cost $117.01 Unrealized
AGCO A G C O CORP 0.1%
Value ($000) $322 Shares 5,800 Est. Cost $46.96 Unrealized -7.2%
HOLX HOLOGIC INC 0.1%
Value ($000) $296 Shares 5,200 Est. Cost $49.07 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $289 Shares 500 Est. Cost $123.81 Unrealized +38.6%
IPG PHOTONICS CORP 0.1%
Value ($000) $281 Shares 1,750 Est. Cost $160.57 Unrealized
NEXTERA ENERGY INC 0.1%
Value ($000) $276 Shares 1,150 Est. Cost $173.81 Unrealized
FELE FRANKLIN ELECTRIC CO 0.1%
Value ($000) $273 Shares 5,200 Est. Cost $43.58 Unrealized +7.6%
ETN EATON CORP PLC F 0.1%
Value ($000) $269 Shares 3,077 Est. Cost $74.77 Unrealized 0.0%
HLIO HELIOS TECHNOLOGIES INC 0.1%
Value ($000) $261 Shares 7,000 Est. Cost $43.44 Unrealized -21.5%
ITRI ITRON INC 0.1%
Value ($000) $258 Shares 3,900 Est. Cost $63.70 Unrealized 0.0%
VANECK VECTORS VIETNAM ETF 0.1%
Value ($000) $250 Shares 18,600 Est. Cost $13.99 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $240 Shares 4,663 Est. Cost $46.01 Unrealized 0.0%
JOHNSON CONTROLS INTER F 0.1%
Value ($000) $239 Shares 7,000 Est. Cost $37.00 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $232 Shares 2,000 Est. Cost $104.50 Unrealized 0.0%
ORACLE CORP 0.1%
Value ($000) $229 Shares 4,138 Est. Cost $55.34 Unrealized
SCHG SCHWAB STR:US LC GRO ETF 0.1%
Value ($000) $227 Shares 2,231 Est. Cost $101.75 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $225 Shares 899 Est. Cost $199.72 Unrealized 0.0%
DHR DANAHER CORP 0.1%
Value ($000) $221 Shares 1,250 Est. Cost $140.03 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $217 Shares 560 Est. Cost $346.53 Unrealized 0.0%
SELECT SECTOR UTI SELECT SPDR 0.1%
Value ($000) $214 Shares 3,800 Est. Cost $58.08 Unrealized
COMCAST CORP CLASS A 0.1%
Value ($000) $213 Shares 5,464 Est. Cost $38.98 Unrealized
RHHBY ROCHE HLDG AG F SPONSORED ADR 0.0%
Value ($000) $204 Shares 4,700 Est. Cost $43.40 Unrealized
FNB F N B CORP PA 0.0%
Value ($000) $129 Shares 17,257 Est. Cost $8.73 Unrealized -30.9%
RBKB RHINEBECK BANCORP INC 0.0%
Value ($000) $85 Shares 13,000 Est. Cost $6.87 Unrealized 0.0%
SND SMART SAND INC 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $3.55 Unrealized -73.3%
AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $1 Shares 18,750 Est. Cost $0.11 Unrealized