JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 27, 2022

Total Value ($000): $623,153 (100.0% shares, 0.0% debt)

Holdings (157)

PFE PFIZER INC 5.2%
Value ($000) $32,645 Shares 622,640 Est. Cost $20.60 Unrealized +103.9%
EMR EMERSON ELEC CO 4.8%
Value ($000) $29,772 Shares 374,308 Est. Cost $48.44 Unrealized +69.0%
BMY BRISTOL-MYERS SQUIBB 4.7%
Value ($000) $29,579 Shares 384,146 Est. Cost $35.22 Unrealized +84.5%
OGE OGE ENERGY CORP 3.8%
Value ($000) $23,803 Shares 617,290 Est. Cost $33.02 Unrealized +20.4%
GLW CORNING INC 3.8%
Value ($000) $23,633 Shares 750,026 Est. Cost $18.80 Unrealized +65.2%
XOM EXXON MOBIL CORP 3.2%
Value ($000) $19,763 Shares 230,769 Est. Cost $32.77 Unrealized +142.8%
IBM IBM CORP 3.1%
Value ($000) $19,383 Shares 137,285 Est. Cost $97.93 Unrealized +20.0%
CISCO SYSTEMS INC 2.7%
Value ($000) $16,621 Shares 389,806 Est. Cost $43.24 Unrealized
GLAXOSMITHKLINE PLC 2.6%
Value ($000) $15,992 Shares 367,382 Est. Cost $39.27 Unrealized
NVS NOVARTIS AG 2.6%
Value ($000) $15,952 Shares 188,714 Est. Cost $79.10 Unrealized
INTC INTEL CORP 2.3%
Value ($000) $14,217 Shares 380,038 Est. Cost $28.12 Unrealized +44.5%
MRK MERCK & CO INC 2.0%
Value ($000) $12,301 Shares 134,919 Est. Cost $47.11 Unrealized +68.2%
BCE BCE INC 1.9%
Value ($000) $11,598 Shares 235,820 Est. Cost $26.22 Unrealized +56.3%
MDU M D U RESOURCES GRP 1.8%
Value ($000) $11,500 Shares 426,091 Est. Cost $7.29 Unrealized +25.6%
SLB SCHLUMBERGER LTD F 1.8%
Value ($000) $11,474 Shares 320,854 Est. Cost $18.60 Unrealized +105.9%
TE CONNECTIVITY LTD F 1.8%
Value ($000) $11,271 Shares 99,609 Est. Cost $86.71 Unrealized
BKH BLACK HILLS CORP 1.6%
Value ($000) $9,675 Shares 132,950 Est. Cost $49.12 Unrealized +29.9%
DOMINION ENERGY INC 1.6%
Value ($000) $9,668 Shares 121,132 Est. Cost $76.33 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $9,568 Shares 37,254 Est. Cost $26.70 Unrealized +886.5%
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value ($000) $9,531 Shares 17,544 Est. Cost $88.93 Unrealized +512.5%
ARGAN INC 1.5%
Value ($000) $9,285 Shares 248,785 Est. Cost $43.87 Unrealized
NJR NEW JERSEY RESOURCES CORPORATI 1.4%
Value ($000) $8,863 Shares 199,040 Est. Cost $26.92 Unrealized +45.5%
TSM TAIWAN SEMICONDUCTR F SPONSORE 1.4%
Value ($000) $8,772 Shares 107,300 Est. Cost $54.94 Unrealized
LNN LINDSAY CORP 1.3%
Value ($000) $8,392 Shares 63,180 Est. Cost $68.33 Unrealized +86.1%
TMP TOMPKINS FINANCIAL CORP TMP 1.3%
Value ($000) $8,312 Shares 115,289 Est. Cost $54.50 Unrealized +17.0%
HE HAWAIIAN ELECTRIC INDUSTRIES 1.3%
Value ($000) $8,295 Shares 202,807 Est. Cost $35.88 Unrealized +17.2%
AMERICAN SOFTWARE INC 1.3%
Value ($000) $7,948 Shares 491,811 Est. Cost $9.82 Unrealized
DENTSPLY SIRONA INC 1.1%
Value ($000) $6,971 Shares 195,116 Est. Cost $40.69 Unrealized
HORIZON THERAPEUTICS PLC 1.1%
Value ($000) $6,820 Shares 85,502 Est. Cost $38.66 Unrealized
POR PORTLAND GENERAL ELECTRIC CO 1.1%
Value ($000) $6,661 Shares 137,825 Est. Cost $33.73 Unrealized +25.4%
HON HONEYWELL INTL INC 1.0%
Value ($000) $6,337 Shares 36,460 Est. Cost $53.13 Unrealized +213.0%
FLOWSERVE CORP 1.0%
Value ($000) $6,288 Shares 219,640 Est. Cost $35.13 Unrealized
CACI CACI INTERNATIONAL INC 0.9%
Value ($000) $5,836 Shares 20,711 Est. Cost $216.60 Unrealized +28.4%
AECOM TECHNOLOGY CORP 0.9%
Value ($000) $5,621 Shares 86,192 Est. Cost $27.33 Unrealized
AVGO BROADCOM LTD AVGO 0.8%
Value ($000) $5,238 Shares 10,781 Est. Cost $24.64 Unrealized +112.6%
NXST NEXSTAR BROADCASTING GROUP-A N 0.8%
Value ($000) $5,204 Shares 31,950 Est. Cost $74.36 Unrealized +98.3%
MMM 3M CO 0.8%
Value ($000) $5,130 Shares 39,640 Est. Cost $113.65 Unrealized -7.4%
GRC GORMAN RUPP ORD 0.8%
Value ($000) $4,745 Shares 167,680 Est. Cost $32.31 Unrealized -3.8%
IDA IDACORP INC 0.7%
Value ($000) $4,517 Shares 42,643 Est. Cost $48.08 Unrealized +124.8%
LITE LUMENTUM HOLDINGS INC 0.7%
Value ($000) $4,381 Shares 55,158 Est. Cost $65.46 Unrealized +30.5%
FISV FISERV INC 0.7%
Value ($000) $4,186 Shares 47,050 Est. Cost $105.30 Unrealized -7.9%
BAX BAXTER INTERNATIONAL INC 0.7%
Value ($000) $4,180 Shares 65,077 Est. Cost $61.17 Unrealized +8.6%
GVA GRANITE CONSTRUCTION 0.6%
Value ($000) $3,665 Shares 125,759 Est. Cost $28.92 Unrealized +7.4%
AMZN AMAZON.COM INC 0.6%
Value ($000) $3,643 Shares 34,300 Est. Cost $125.22 Unrealized -0.1%
ELAN ELANCO ANIMAL HEALTH INC 0.6%
Value ($000) $3,636 Shares 185,250 Est. Cost $29.17 Unrealized -18.9%
MCO MOODYS ORD 0.6%
Value ($000) $3,542 Shares 13,025 Est. Cost $325.21 Unrealized -10.8%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $3,397 Shares 31,264 Est. Cost $34.38 Unrealized +208.6%
II-VI INC 0.5%
Value ($000) $3,386 Shares 66,450 Est. Cost $55.25 Unrealized
SUMMIT MATERIALS CL A ORD 0.5%
Value ($000) $3,325 Shares 142,750 Est. Cost $24.42 Unrealized
EXP EAGLE MATERIALS INC 0.5%
Value ($000) $3,243 Shares 29,500 Est. Cost $120.55 Unrealized 0.0%
EQIX EQUINIX REIT ORD 0.5%
Value ($000) $3,236 Shares 4,925 Est. Cost $655.95 Unrealized -2.0%
ITRI ITRON INC 0.5%
Value ($000) $3,149 Shares 63,706 Est. Cost $78.92 Unrealized -37.1%
AZTA AZENTA ORD 0.5%
Value ($000) $3,018 Shares 41,863 Est. Cost $8.51 Unrealized +778.1%
STT STATE STREET ORD 0.5%
Value ($000) $2,925 Shares 47,450 Est. Cost $67.36 Unrealized -7.6%
WTS WATTS WATER TECH INC CLASS A 0.5%
Value ($000) $2,835 Shares 23,075 Est. Cost $80.59 Unrealized +61.1%
CCK CROWN HOLDINGS INC 0.4%
Value ($000) $2,789 Shares 30,254 Est. Cost $67.77 Unrealized +51.5%
PEG PUB SVC ENTERPISE GP 0.4%
Value ($000) $2,754 Shares 43,519 Est. Cost $28.44 Unrealized +111.1%
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $2,725 Shares 7,856 Est. Cost $283.34 Unrealized
AMGN AMGEN INC. 0.4%
Value ($000) $2,723 Shares 11,190 Est. Cost $119.59 Unrealized +82.8%
AMT AMERICAN TOWER CORP 0.4%
Value ($000) $2,675 Shares 10,466 Est. Cost $192.28 Unrealized +15.6%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,652 Shares 22,327 Est. Cost $77.85 Unrealized +54.0%
REGENERON PHARMS INC 0.4%
Value ($000) $2,631 Shares 4,450 Est. Cost $552.06 Unrealized
VMWARE INC 0.4%
Value ($000) $2,547 Shares 22,350 Est. Cost $136.33 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $2,506 Shares 18,330 Est. Cost $89.18 Unrealized +66.7%
MANDIANT ORD 0.4%
Value ($000) $2,466 Shares 113,000 Est. Cost $17.87 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS ORD 0.4%
Value ($000) $2,441 Shares 19,787 Est. Cost $132.21 Unrealized -0.4%
AVANGRID INC 0.4%
Value ($000) $2,424 Shares 52,550 Est. Cost $42.20 Unrealized
ETN EATON CORP PLC F 0.3%
Value ($000) $2,181 Shares 17,310 Est. Cost $86.94 Unrealized +52.5%
ARCB ARCBEST ORD 0.3%
Value ($000) $2,125 Shares 30,200 Est. Cost $88.28 Unrealized -18.4%
KBH KB HOME ORD 0.3%
Value ($000) $2,002 Shares 70,350 Est. Cost $36.44 Unrealized -17.5%
EA ELECTRONIC ARTS INC EA 0.3%
Value ($000) $1,971 Shares 16,200 Est. Cost $130.80 Unrealized -4.5%
EBMT EAGLE BANCORP MONTANA INC 0.3%
Value ($000) $1,964 Shares 98,620 Est. Cost $19.00 Unrealized -7.4%
ASTE ASTEC INDUSTRIES INC 0.3%
Value ($000) $1,939 Shares 47,550 Est. Cost $34.61 Unrealized +17.3%
DIS WALT DISNEY CO 0.3%
Value ($000) $1,850 Shares 19,601 Est. Cost $100.83 Unrealized +7.5%
SO SOUTHERN CO 0.3%
Value ($000) $1,840 Shares 25,800 Est. Cost $46.40 Unrealized +38.6%
APTIV ORD 0.3%
Value ($000) $1,826 Shares 20,500 Est. Cost $115.82 Unrealized
EEMV ISHS MSCI EMERG MRKT MIN VOL F 0.3%
Value ($000) $1,735 Shares 31,300 Est. Cost $63.23 Unrealized
EWS ISHARES MSCI SINGAPORE ETF 0.3%
Value ($000) $1,702 Shares 96,250 Est. Cost $21.48 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,578 Shares 12,150 Est. Cost $93.73 Unrealized +41.1%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $1,418 Shares 22,276 Est. Cost $58.01 Unrealized -18.0%
J P MORGAN CHASE & CO 0.2%
Value ($000) $1,364 Shares 12,113 Est. Cost $112.61 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $1,335 Shares 4,118 Est. Cost $91.15 Unrealized +219.2%
BE BLOOM ENERGY CL A ORD 0.2%
Value ($000) $1,330 Shares 80,590 Est. Cost $21.23 Unrealized -13.8%
RBB RBB BANCORP 0.2%
Value ($000) $1,309 Shares 63,350 Est. Cost $13.18 Unrealized +63.7%
VIAV VIAVI SOLUTIONS INC 0.2%
Value ($000) $1,296 Shares 97,947 Est. Cost $9.35 Unrealized +54.1%
TPC TUTOR PERINI CORP 0.2%
Value ($000) $1,248 Shares 142,092 Est. Cost $15.60 Unrealized -38.1%
FTS FORTIS ORD 0.2%
Value ($000) $1,248 Shares 26,400 Est. Cost $33.85 Unrealized +25.7%
COMCAST CORP CLASS A 0.2%
Value ($000) $1,231 Shares 31,371 Est. Cost $44.55 Unrealized
VANECK VIETNAM ETF 0.2%
Value ($000) $1,207 Shares 83,850 Est. Cost $16.58 Unrealized
GNRC GENERAC HOLDINGS ORD 0.2%
Value ($000) $1,179 Shares 5,600 Est. Cost $245.89 Unrealized 0.0%
KMI KINDER MORGAN INC 0.2%
Value ($000) $1,168 Shares 69,700 Est. Cost $13.20 Unrealized +16.1%
EQNR EQUINOR ADR REP ORD 0.2%
Value ($000) $1,144 Shares 32,900 Est. Cost $34.77 Unrealized
VERIZON COMMUNICATN 0.2%
Value ($000) $1,128 Shares 22,221 Est. Cost $56.58 Unrealized
T A T & T INC 0.2%
Value ($000) $1,057 Shares 50,434 Est. Cost $15.10 Unrealized +8.0%
LNT ALLIANT ENERGY CORP 0.2%
Value ($000) $1,014 Shares 17,300 Est. Cost $43.86 Unrealized +22.0%
CVX CHEVRON CORP 0.1%
Value ($000) $869 Shares 6,002 Est. Cost $65.66 Unrealized +117.3%
DAN DANA INC 0.1%
Value ($000) $869 Shares 61,740 Est. Cost $11.49 Unrealized +21.8%
HRNNF HYDRO ONE ORD 0.1%
Value ($000) $798 Shares 29,700 Est. Cost $22.92 Unrealized
AEP AMER ELECTRIC PWR CO 0.1%
Value ($000) $766 Shares 7,979 Est. Cost $69.91 Unrealized +23.9%
DUKE ENERGY CORP 0.1%
Value ($000) $747 Shares 6,969 Est. Cost $86.53 Unrealized
HAL HALLIBURTON CO HLDG 0.1%
Value ($000) $745 Shares 23,770 Est. Cost $16.36 Unrealized +110.9%
QDEL QUIDEL CORPORATION 0.1%
Value ($000) $725 Shares 7,457 Est. Cost $101.94 Unrealized 0.0%
NVIDIA CORP 0.1%
Value ($000) $721 Shares 4,755 Est. Cost $294.76 Unrealized
MBCN MIDDLEFIELD BANC CORP 0.1%
Value ($000) $706 Shares 28,020 Est. Cost $15.79 Unrealized +42.5%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $681 Shares 16,350 Est. Cost $51.26 Unrealized
AQN ALGONQUIN POWER & UTILITIES CO 0.1%
Value ($000) $662 Shares 49,318 Est. Cost $12.31 Unrealized -4.1%
EVOQUA WATER TECHNOLOGIES CORP 0.1%
Value ($000) $647 Shares 19,900 Est. Cost $12.61 Unrealized
BP BP PLC F SPONSORED ADR 1 ADR R 0.1%
Value ($000) $631 Shares 22,260 Est. Cost $18.36 Unrealized
FENTURA FINANCIAL INC 0.1%
Value ($000) $604 Shares 24,150 Est. Cost $17.18 Unrealized
LAB CO OF AMER HLDG 0.1%
Value ($000) $592 Shares 2,524 Est. Cost $135.16 Unrealized
RHHBY ROCHE HLDG AG F SPONSORED ADR 0.1%
Value ($000) $567 Shares 13,600 Est. Cost $44.04 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $560 Shares 13,316 Est. Cost $31.60 Unrealized +43.5%
SHEL SHELL PLC 0.1%
Value ($000) $518 Shares 9,900 Est. Cost $52.32 Unrealized
AOS A. O. SMITH CORP 0.1%
Value ($000) $471 Shares 8,613 Est. Cost $53.76 Unrealized +4.4%
SELECT SECTOR UTI SELECT SPDR 0.1%
Value ($000) $470 Shares 6,700 Est. Cost $61.12 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $459 Shares 2,516 Est. Cost $122.83 Unrealized +49.0%
IQVIA HOLDINGS INC 0.1%
Value ($000) $456 Shares 2,100 Est. Cost $117.01 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $453 Shares 2,947 Est. Cost $102.53 Unrealized +47.3%
NRG NRG ENERGY INC NRG 0.1%
Value ($000) $445 Shares 11,650 Est. Cost $37.04 Unrealized 0.0%
RBKB RHINEBECK BANCORP INC 0.1%
Value ($000) $440 Shares 47,600 Est. Cost $7.87 Unrealized +23.7%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $438 Shares 1,606 Est. Cost $206.91 Unrealized +51.6%
ALLETE INC ALE 0.1%
Value ($000) $435 Shares 7,400 Est. Cost $62.71 Unrealized
ACVA ACV AUCTIONS CL A ORD 0.1%
Value ($000) $427 Shares 65,284 Est. Cost $21.23 Unrealized -51.5%
AGCO A G C O CORP 0.1%
Value ($000) $424 Shares 4,300 Est. Cost $46.96 Unrealized +134.3%
HLIO HELIOS TECHNOLOGIES INC 0.1%
Value ($000) $417 Shares 6,300 Est. Cost $43.44 Unrealized +59.6%
EVRG EVERGY INC 0.1%
Value ($000) $405 Shares 6,200 Est. Cost $44.68 Unrealized +30.4%
FELE FRANKLIN ELECTRIC CO 0.1%
Value ($000) $396 Shares 5,400 Est. Cost $44.45 Unrealized +60.5%
SNOW SNOWFLAKE INC. 0.1%
Value ($000) $375 Shares 2,700 Est. Cost $158.42 Unrealized 0.0%
WEC W E C ENERGY GROUP INC 0.1%
Value ($000) $371 Shares 3,682 Est. Cost $81.83 Unrealized +9.3%
JOHNSON CONTROLS INTER F 0.1%
Value ($000) $357 Shares 7,450 Est. Cost $46.06 Unrealized
CALAMP CORP 0.1%
Value ($000) $347 Shares 83,160 Est. Cost $6.86 Unrealized
SKANSKA AB ORDF 0.1%
Value ($000) $335 Shares 21,900 Est. Cost $20.88 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $330 Shares 4,030 Est. Cost $49.06 Unrealized +65.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $325 Shares 1,450 Est. Cost $217.07 Unrealized +14.3%
HEWLETT PACKARD ENTERPRI 0.1%
Value ($000) $317 Shares 23,900 Est. Cost $14.00 Unrealized
CDUAF CANADIAN UTILITIES CL A ORD 0.1%
Value ($000) $313 Shares 10,500 Est. Cost $19.39 Unrealized +32.4%
NWE NORTHWESTERN CORP 0.0%
Value ($000) $306 Shares 5,200 Est. Cost $45.09 Unrealized +10.9%
MA COM TECH SOLUTN 0.0%
Value ($000) $302 Shares 6,550 Est. Cost $22.71 Unrealized
NEXTERA ENERGY INC 0.0%
Value ($000) $298 Shares 3,847 Est. Cost $98.76 Unrealized
SWKS SKYWORKS SOLUTIONS INC SWKS 0.0%
Value ($000) $292 Shares 3,150 Est. Cost $71.37 Unrealized +35.5%
CIEN CIENA CORP 0.0%
Value ($000) $292 Shares 6,400 Est. Cost $45.75 Unrealized +13.3%
DHR DANAHER CORP 0.0%
Value ($000) $279 Shares 1,100 Est. Cost $141.07 Unrealized +60.4%
CFFI C AND F FINANCIAL ORD 0.0%
Value ($000) $267 Shares 5,819 Est. Cost $44.72 Unrealized 0.0%
INTU INTUIT INC 0.0%
Value ($000) $260 Shares 675 Est. Cost $302.64 Unrealized +33.6%
THE MOSAIC CO 0.0%
Value ($000) $255 Shares 5,406 Est. Cost $40.02 Unrealized
SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $250 Shares 4,300 Est. Cost $35.71 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $249 Shares 1,402 Est. Cost $76.77 Unrealized +108.3%
ORACLE CORP 0.0%
Value ($000) $248 Shares 3,548 Est. Cost $55.34 Unrealized
CRUS CIRRUS LOGIC INC 0.0%
Value ($000) $243 Shares 3,350 Est. Cost $82.00 Unrealized -5.5%
HD HOME DEPOT INC 0.0%
Value ($000) $240 Shares 875 Est. Cost $206.34 Unrealized +30.4%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $238 Shares 3,850 Est. Cost $58.74 Unrealized -7.9%
HOLX HOLOGIC INC 0.0%
Value ($000) $208 Shares 3,000 Est. Cost $49.07 Unrealized +51.3%
INVSC WATER RESC PORTFOLIO ETF 0.0%
Value ($000) $208 Shares 4,500 Est. Cost $46.44 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $202 Shares 2,463 Est. Cost $69.68 Unrealized +23.8%
MEXICO FUND 0.0%
Value ($000) $153 Shares 10,600 Est. Cost $13.68 Unrealized
ASRV AMERISERV FINANCIAL INC 0.0%
Value ($000) $97 Shares 24,700 Est. Cost $2.34 Unrealized +45.9%
AVLNF AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $2 Shares 18,750 Est. Cost $0.16 Unrealized -27.2%