JOHN G ULLMAN & ASSOCIATES INC Diversified Active

CIK: 0000919530 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 8, 2024

Total Value ($000): $655,474 (100.0% shares, 0.0% debt)

Holdings (179)

EMR EMERSON ELEC CO 5.1%
Value ($000) $33,196 Shares 301,347 Est. Cost $50.46 Unrealized +113.0%
GLW CORNING INC 4.2%
Value ($000) $27,328 Shares 703,431 Est. Cost $19.31 Unrealized +74.4%
TSM TAIWAN SEMICONDUCTR F SPONSORE 3.9%
Value ($000) $25,849 Shares 148,717 Est. Cost $59.02 Unrealized
IBM IBM CORP 3.2%
Value ($000) $21,008 Shares 121,468 Est. Cost $98.50 Unrealized +68.4%
OGE OGE ENERGY CORP 3.0%
Value ($000) $19,859 Shares 556,280 Est. Cost $33.02 Unrealized +6.3%
NVS NOVARTIS AG 2.9%
Value ($000) $18,870 Shares 177,248 Est. Cost $78.95 Unrealized
AVGO BROADCOM LTD AVGO 2.7%
Value ($000) $17,523 Shares 10,914 Est. Cost $52.69 Unrealized +161.2%
CISCO SYSTEMS INC 2.6%
Value ($000) $16,744 Shares 352,435 Est. Cost $43.24 Unrealized
TE CONNECTIVITY LTD F 2.5%
Value ($000) $16,508 Shares 109,737 Est. Cost $80.77 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $15,453 Shares 34,573 Est. Cost $26.70 Unrealized +1462.6%
AMZN AMAZON.COM INC 2.1%
Value ($000) $13,868 Shares 71,764 Est. Cost $110.23 Unrealized +66.7%
XOM EXXON MOBIL CORP 2.0%
Value ($000) $12,892 Shares 111,986 Est. Cost $35.14 Unrealized +213.2%
SLB SCHLUMBERGER LTD F 1.9%
Value ($000) $12,267 Shares 260,004 Est. Cost $18.60 Unrealized +147.2%
MRK MERCK & CO INC 1.8%
Value ($000) $12,067 Shares 97,471 Est. Cost $47.11 Unrealized +158.4%
INTC INTEL CORP 1.8%
Value ($000) $11,610 Shares 374,881 Est. Cost $29.08 Unrealized +11.8%
MDU M D U RESOURCES GRP 1.6%
Value ($000) $10,206 Shares 406,609 Est. Cost $7.38 Unrealized +78.4%
AMT AMERICAN TOWER CORP 1.5%
Value ($000) $10,124 Shares 52,081 Est. Cost $186.53 Unrealized -5.5%
PFE PFIZER INC 1.5%
Value ($000) $9,605 Shares 343,265 Est. Cost $20.60 Unrealized +20.3%
BMY BRISTOL-MYERS SQUIBB 1.4%
Value ($000) $9,461 Shares 227,815 Est. Cost $35.40 Unrealized +15.8%
DIS WALT DISNEY CO 1.3%
Value ($000) $8,766 Shares 88,289 Est. Cost $97.55 Unrealized +8.2%
HAL HALLIBURTON CO HLDG 1.2%
Value ($000) $8,189 Shares 242,408 Est. Cost $33.09 Unrealized +6.7%
WDC WESTERN DIGITAL CORP 1.2%
Value ($000) $7,658 Shares 101,068 Est. Cost $32.88 Unrealized +68.1%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $7,449 Shares 13,470 Est. Cost $88.93 Unrealized +540.7%
FLOWSERVE CORP 1.1%
Value ($000) $7,328 Shares 152,350 Est. Cost $34.23 Unrealized
CACI CACI INTERNATIONAL INC 1.1%
Value ($000) $7,252 Shares 16,859 Est. Cost $216.60 Unrealized +88.5%
LNN LINDSAY CORP 1.1%
Value ($000) $7,073 Shares 57,559 Est. Cost $68.33 Unrealized +66.7%
HON HONEYWELL INTL INC 1.1%
Value ($000) $6,891 Shares 32,269 Est. Cost $53.13 Unrealized +245.9%
GNRC GENERAC HOLDINGS ORD 1.0%
Value ($000) $6,713 Shares 50,775 Est. Cost $130.74 Unrealized +5.7%
GVA GRANITE CONSTRUCTION 1.0%
Value ($000) $6,597 Shares 106,460 Est. Cost $29.08 Unrealized +103.7%
FISV FISERV INC 1.0%
Value ($000) $6,416 Shares 43,051 Est. Cost $105.08 Unrealized +44.1%
ITRI ITRON INC 0.9%
Value ($000) $6,116 Shares 61,799 Est. Cost $76.68 Unrealized +31.2%
TMP TOMPKINS FINANCIAL CORP TMP 0.9%
Value ($000) $6,050 Shares 123,727 Est. Cost $48.09 Unrealized -10.8%
JAZZ JAZZ PHARMACEUTICALS ORD 0.9%
Value ($000) $6,030 Shares 56,494 Est. Cost $116.64 Unrealized -5.7%
COHR COHERENT CORP 0.9%
Value ($000) $5,942 Shares 82,000 Est. Cost $42.75 Unrealized +40.6%
POR PORTLAND GENERAL ELECTRIC CO 0.9%
Value ($000) $5,800 Shares 134,143 Est. Cost $34.12 Unrealized +16.5%
NJR NEW JERSEY RESOURCES CORPORATI 0.8%
Value ($000) $5,549 Shares 129,828 Est. Cost $26.92 Unrealized +49.9%
LOW LOWE'S COS INC LOW 0.8%
Value ($000) $4,947 Shares 22,441 Est. Cost $195.28 Unrealized +13.4%
SYY SYSCO CORP 0.7%
Value ($000) $4,875 Shares 68,292 Est. Cost $68.47 Unrealized +3.9%
NXST NEXSTAR BROADCASTING GROUP-A N 0.7%
Value ($000) $4,738 Shares 28,543 Est. Cost $74.36 Unrealized +102.9%
ARGAN INC 0.7%
Value ($000) $4,682 Shares 64,000 Est. Cost $43.87 Unrealized
EQIX EQUINIX REIT ORD 0.7%
Value ($000) $4,593 Shares 6,070 Est. Cost $640.19 Unrealized +14.4%
HRI HERC HOLDINGS ORD 0.7%
Value ($000) $4,575 Shares 34,321 Est. Cost $108.77 Unrealized +31.1%
MCO MOODYS ORD 0.7%
Value ($000) $4,423 Shares 10,507 Est. Cost $310.06 Unrealized +26.8%
GEHC GE HEATHCARE TECHNOLOGY 0.7%
Value ($000) $4,417 Shares 56,692 Est. Cost $71.00 Unrealized +14.6%
LITE LUMENTUM HOLDINGS INC 0.7%
Value ($000) $4,391 Shares 86,238 Est. Cost $57.18 Unrealized -20.8%
AMERICAN SOFTWARE INC 0.7%
Value ($000) $4,364 Shares 477,995 Est. Cost $10.09 Unrealized
GRC GORMAN RUPP ORD 0.7%
Value ($000) $4,302 Shares 117,201 Est. Cost $29.25 Unrealized +20.7%
KNF KNIFE RIVER ORD 0.7%
Value ($000) $4,284 Shares 61,072 Est. Cost $44.43 Unrealized +68.1%
AZTA AZENTA ORD 0.6%
Value ($000) $4,236 Shares 80,493 Est. Cost $27.38 Unrealized +95.2%
VOO VANGUARD S&P 500 ETF 0.6%
Value ($000) $4,150 Shares 8,298 Est. Cost $288.07 Unrealized
SUMMIT MATERIALS CL A ORD 0.6%
Value ($000) $4,033 Shares 110,174 Est. Cost $24.37 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $3,845 Shares 18,255 Est. Cost $96.41 Unrealized +92.0%
SOLV SOLVENTUM ORD 0.6%
Value ($000) $3,821 Shares 72,250 Est. Cost $60.70 Unrealized 0.0%
IDA IDACORP INC 0.6%
Value ($000) $3,791 Shares 40,693 Est. Cost $48.08 Unrealized +95.3%
CRM SALESFORCE.COM INC 0.6%
Value ($000) $3,779 Shares 14,700 Est. Cost $264.72 Unrealized 0.0%
WTS WATTS WATER TECH INC CLASS A 0.6%
Value ($000) $3,681 Shares 20,075 Est. Cost $80.59 Unrealized +148.9%
WTRG ESSENTIAL UTILITIES ORD 0.5%
Value ($000) $3,572 Shares 95,700 Est. Cost $37.10 Unrealized 0.0%
CHWY CHEWY CL A ORD 0.5%
Value ($000) $3,549 Shares 130,289 Est. Cost $19.08 Unrealized -0.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.5%
Value ($000) $3,445 Shares 31,742 Est. Cost $109.35 Unrealized +6.1%
TDC TERADATA CORP 0.5%
Value ($000) $3,409 Shares 98,650 Est. Cost $34.90 Unrealized 0.0%
STT STATE STREET ORD 0.5%
Value ($000) $3,318 Shares 44,834 Est. Cost $66.58 Unrealized +5.9%
GSK GSK PLC ADR 0.5%
Value ($000) $3,303 Shares 85,780 Est. Cost $28.38 Unrealized
AMGN AMGEN INC. 0.5%
Value ($000) $3,269 Shares 10,464 Est. Cost $119.59 Unrealized +133.6%
BKH BLACK HILLS CORP 0.5%
Value ($000) $3,262 Shares 59,984 Est. Cost $48.98 Unrealized +2.6%
EA ELECTRONIC ARTS INC EA 0.5%
Value ($000) $3,253 Shares 23,350 Est. Cost $128.52 Unrealized +1.7%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $3,172 Shares 30,527 Est. Cost $34.38 Unrealized +199.4%
LLY LILLY ELI & CO 0.5%
Value ($000) $3,040 Shares 3,358 Est. Cost $91.15 Unrealized +767.7%
PEG PUB SVC ENTERPISE GP 0.5%
Value ($000) $3,017 Shares 40,933 Est. Cost $28.44 Unrealized +137.1%
ORACLE CORP 0.5%
Value ($000) $3,015 Shares 21,355 Est. Cost $29.50 Unrealized
NTES NETEASE ADR 0.4%
Value ($000) $2,934 Shares 30,700 Est. Cost $100.50 Unrealized
ES EVERSOURCE ENERGY ES 0.4%
Value ($000) $2,840 Shares 50,075 Est. Cost $59.65 Unrealized -7.9%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $2,730 Shares 17,173 Est. Cost $60.02 Unrealized +163.2%
VANECK VIETNAM ETF 0.4%
Value ($000) $2,630 Shares 216,100 Est. Cost $8.56 Unrealized
PAYPAL HOLDINGS INCORPOR 0.4%
Value ($000) $2,564 Shares 44,185 Est. Cost $20.14 Unrealized
INSTRUCTURE HOLDINGS ORD 0.4%
Value ($000) $2,555 Shares 109,156 Est. Cost $24.39 Unrealized
VNT VONTIER CORP 0.4%
Value ($000) $2,470 Shares 64,647 Est. Cost $23.24 Unrealized +73.5%
ALB ALBEMARLE CORP 0.4%
Value ($000) $2,438 Shares 25,525 Est. Cost $140.22 Unrealized -17.9%
ASTE ASTEC INDUSTRIES INC 0.4%
Value ($000) $2,424 Shares 81,743 Est. Cost $34.88 Unrealized +0.8%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,408 Shares 18,576 Est. Cost $77.85 Unrealized +77.6%
UTHR UNITED THERAPEUTICS CORPORATIO 0.4%
Value ($000) $2,373 Shares 7,450 Est. Cost $244.04 Unrealized +8.5%
SNOW SNOWFLAKE INC. 0.4%
Value ($000) $2,357 Shares 17,450 Est. Cost $154.67 Unrealized -4.5%
BE BLOOM ENERGY CL A ORD 0.3%
Value ($000) $2,257 Shares 184,400 Est. Cost $13.48 Unrealized -5.5%
ARCB ARCBEST ORD 0.3%
Value ($000) $2,251 Shares 21,025 Est. Cost $88.31 Unrealized +35.1%
DENTSPLY SIRONA INC 0.3%
Value ($000) $2,091 Shares 83,923 Est. Cost $38.57 Unrealized
CCK CROWN HOLDINGS INC 0.3%
Value ($000) $2,078 Shares 27,939 Est. Cost $67.77 Unrealized +16.8%
SO SOUTHERN CO 0.3%
Value ($000) $2,024 Shares 26,093 Est. Cost $46.68 Unrealized +53.8%
NEXTERA ENERGY INC 0.3%
Value ($000) $1,887 Shares 26,647 Est. Cost $67.80 Unrealized
BCE BCE INC 0.3%
Value ($000) $1,840 Shares 56,832 Est. Cost $26.92 Unrealized +7.9%
ILMN ILLUMINA ORD 0.3%
Value ($000) $1,769 Shares 16,950 Est. Cost $112.18 Unrealized 0.0%
BANCROFT FUND LTD 0.2%
Value ($000) $1,513 Shares 96,522 Est. Cost $15.94 Unrealized
SKBSY SKANSKA AB FSPONSORED ADR 0.2%
Value ($000) $1,411 Shares 78,300 Est. Cost $0.02 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $1,377 Shares 41,179 Est. Cost $46.41 Unrealized -23.5%
WBS WEBSTER FINANCIAL ORD 0.2%
Value ($000) $1,340 Shares 30,750 Est. Cost $37.00 Unrealized +20.4%
MRNA MODERNA INC 0.2%
Value ($000) $1,336 Shares 11,250 Est. Cost $109.02 Unrealized +16.1%
VWO VANGUARD FTSE EMERGING MARKETS 0.2%
Value ($000) $1,211 Shares 27,669 Est. Cost $40.78 Unrealized
ACVA ACV AUCTIONS CL A ORD 0.2%
Value ($000) $1,210 Shares 66,284 Est. Cost $21.13 Unrealized -14.9%
DAN DANA INC 0.2%
Value ($000) $1,181 Shares 97,412 Est. Cost $12.43 Unrealized -0.2%
KMI KINDER MORGAN INC 0.2%
Value ($000) $1,167 Shares 58,720 Est. Cost $13.20 Unrealized +34.3%
EQNR EQUINOR ADR REP ORD 0.2%
Value ($000) $1,108 Shares 38,800 Est. Cost $20.30 Unrealized
PBW INVSC WILDERHILL CLEAN ENERGY 0.2%
Value ($000) $1,082 Shares 53,700 Est. Cost $33.56 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $1,042 Shares 6,662 Est. Cost $72.75 Unrealized +104.0%
RBB RBB BANCORP 0.1%
Value ($000) $883 Shares 46,950 Est. Cost $15.97 Unrealized +12.0%
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $870 Shares 4,472 Est. Cost $123.05 Unrealized +43.2%
HRNNF HYDRO ONE ORD 0.1%
Value ($000) $865 Shares 29,700 Est. Cost $22.92 Unrealized
CIEN CIENA CORP 0.1%
Value ($000) $843 Shares 17,500 Est. Cost $46.41 Unrealized +2.3%
SWKS SKYWORKS SOLUTIONS INC SWKS 0.1%
Value ($000) $810 Shares 7,600 Est. Cost $85.03 Unrealized +9.2%
BP BP PLC F SPONSORED ADR 1 ADR R 0.1%
Value ($000) $801 Shares 22,200 Est. Cost $18.36 Unrealized
VIAV VIAVI SOLUTIONS INC 0.1%
Value ($000) $799 Shares 116,350 Est. Cost $8.95 Unrealized -13.1%
SHEL SHELL PLC 0.1%
Value ($000) $787 Shares 10,900 Est. Cost $52.44 Unrealized
IR INGERSOLL RAND INC 0.1%
Value ($000) $753 Shares 8,287 Est. Cost $31.60 Unrealized +190.5%
DOMINION ENERGY INC 0.1%
Value ($000) $749 Shares 15,278 Est. Cost $49.19 Unrealized
EBMT EAGLE BANCORP MONTANA INC 0.1%
Value ($000) $732 Shares 55,192 Est. Cost $14.31 Unrealized -15.4%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $732 Shares 1,799 Est. Cost $238.86 Unrealized +71.1%
AOS A. O. SMITH CORP 0.1%
Value ($000) $711 Shares 8,700 Est. Cost $53.74 Unrealized +52.8%
GEV GE VERNOVA INC 0.1%
Value ($000) $706 Shares 4,119 Est. Cost $158.10 Unrealized 0.0%
DUKE ENERGY CORP 0.1%
Value ($000) $697 Shares 6,953 Est. Cost $86.53 Unrealized
MA COM TECH SOLUTN 0.1%
Value ($000) $680 Shares 6,100 Est. Cost $22.71 Unrealized
APTIV ORD 0.1%
Value ($000) $658 Shares 9,350 Est. Cost $82.66 Unrealized
COMCAST CORP CLASS A 0.1%
Value ($000) $635 Shares 16,228 Est. Cost $41.70 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $592 Shares 2,500 Est. Cost $122.83 Unrealized +92.8%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $575 Shares 11,300 Est. Cost $43.86 Unrealized +8.8%
CROSSFIRST BANKSHARES ORD 0.1%
Value ($000) $562 Shares 40,052 Est. Cost $0.01 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $558 Shares 3,950 Est. Cost $49.06 Unrealized +184.6%
NWFL NORWOOD FINANCIAL CORP 0.1%
Value ($000) $556 Shares 21,907 Est. Cost $27.89 Unrealized -11.3%
EMA EMERA ORD 0.1%
Value ($000) $537 Shares 16,100 Est. Cost $32.59 Unrealized -2.6%
TORTOISE ENERGY INF CORP 0.1%
Value ($000) $531 Shares 15,241 Est. Cost $29.69 Unrealized
MU MICRON TECHNOLOGY 0.1%
Value ($000) $521 Shares 3,963 Est. Cost $58.24 Unrealized +114.9%
FELE FRANKLIN ELECTRIC CO 0.1%
Value ($000) $520 Shares 5,400 Est. Cost $44.45 Unrealized +119.9%
CRUS CIRRUS LOGIC INC 0.1%
Value ($000) $504 Shares 3,950 Est. Cost $86.38 Unrealized +21.4%
JOHNSON CONTROLS INTER F 0.1%
Value ($000) $504 Shares 7,579 Est. Cost $43.56 Unrealized
T A T & T INC 0.1%
Value ($000) $502 Shares 26,282 Est. Cost $15.10 Unrealized +7.0%
CEG CONSTELLATION ENERGY ORD 0.1%
Value ($000) $494 Shares 2,465 Est. Cost $72.00 Unrealized +180.5%
FENTURA FINANCIAL INC 0.1%
Value ($000) $484 Shares 21,714 Est. Cost $17.18 Unrealized
LH LAB CO OF AMER HLDG 0.1%
Value ($000) $481 Shares 2,364 Est. Cost $199.50 Unrealized 0.0%
CFFI C AND F FINANCIAL ORD 0.1%
Value ($000) $475 Shares 9,850 Est. Cost $44.82 Unrealized -7.2%
SELECT SECTOR UTI SELECT SPDR 0.1%
Value ($000) $461 Shares 6,767 Est. Cost $60.16 Unrealized
IQVIA HOLDINGS INC 0.1%
Value ($000) $444 Shares 2,100 Est. Cost $117.01 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $444 Shares 675 Est. Cost $302.64 Unrealized +103.0%
AGCO A G C O CORP 0.1%
Value ($000) $440 Shares 4,500 Est. Cost $51.19 Unrealized +110.4%
WSBF WATERSTONE FINANCIAL ORD 0.1%
Value ($000) $438 Shares 34,272 Est. Cost $13.34 Unrealized -10.2%
AQN ALGONQUIN POWER & UTILITIES CO 0.1%
Value ($000) $430 Shares 73,300 Est. Cost $7.44 Unrealized -22.2%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $427 Shares 2,463 Est. Cost $70.45 Unrealized +154.9%
VTI VANGUARD TOTAL STOCK MARKET ET 0.1%
Value ($000) $425 Shares 1,588 Est. Cost $267.51 Unrealized
MMM 3M CO 0.1%
Value ($000) $378 Shares 3,700 Est. Cost $94.27 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $365 Shares 1,078 Est. Cost $86.60 Unrealized +72.7%
KO THE COCA-COLA CO 0.1%
Value ($000) $362 Shares 5,689 Est. Cost $55.14 Unrealized +6.8%
OCFC OCEANFIRST FINANCIAL ORD 0.1%
Value ($000) $354 Shares 22,300 Est. Cost $13.06 Unrealized +6.3%
EEMV ISHS MSCI EMERG MRKT MIN VOL F 0.1%
Value ($000) $352 Shares 6,150 Est. Cost $62.67 Unrealized
ALPHABET INC. CLASS A 0.1%
Value ($000) $347 Shares 1,903 Est. Cost $141.71 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $343 Shares 1,150 Est. Cost $217.07 Unrealized +40.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $342 Shares 4,978 Est. Cost $61.33 Unrealized +2.9%
AEP AMER ELECTRIC PWR CO 0.1%
Value ($000) $329 Shares 3,754 Est. Cost $70.06 Unrealized +17.9%
XYLEM INC. 0.0%
Value ($000) $320 Shares 2,360 Est. Cost $116.25 Unrealized
ALPHABET INC. CLASS C 0.0%
Value ($000) $318 Shares 1,735 Est. Cost $142.14 Unrealized
ITT INC 0.0%
Value ($000) $298 Shares 2,304 Est. Cost $5.91 Unrealized
INVSC WATER RESC PORTFOLIO ETF 0.0%
Value ($000) $287 Shares 4,420 Est. Cost $46.44 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $281 Shares 499 Est. Cost $408.96 Unrealized +30.4%
ETN EATON CORP PLC F 0.0%
Value ($000) $272 Shares 869 Est. Cost $218.95 Unrealized +44.9%
RHHBY ROCHE HLDG AG F SPONSORED ADR 0.0%
Value ($000) $267 Shares 7,700 Est. Cost $36.45 Unrealized
IPG PHOTONICS CORP 0.0%
Value ($000) $264 Shares 3,125 Est. Cost $84.39 Unrealized
GENERAL MOTORS CO 0.0%
Value ($000) $258 Shares 5,550 Est. Cost $45.35 Unrealized
AECOM TECHNOLOGY CORP 0.0%
Value ($000) $256 Shares 2,900 Est. Cost $27.33 Unrealized
DINO HF SINCLAIR ORD 0.0%
Value ($000) $240 Shares 4,500 Est. Cost $52.07 Unrealized 0.0%
CANADIAN WESTERN BK F 0.0%
Value ($000) $234 Shares 7,400 Est. Cost $31.67 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $228 Shares 914 Est. Cost $142.37 Unrealized +75.8%
HD HOME DEPOT INC 0.0%
Value ($000) $223 Shares 649 Est. Cost $293.72 Unrealized +11.5%
VERIZON COMMUNICATN 0.0%
Value ($000) $221 Shares 5,350 Est. Cost $41.88 Unrealized
IBB ISHARES:BIOTECHNOLOGY 0.0%
Value ($000) $220 Shares 1,600 Est. Cost $0.13 Unrealized
VGT VANGUARD INFORMATION TECHNOLOG 0.0%
Value ($000) $216 Shares 374 Est. Cost $576.59 Unrealized
SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $211 Shares 4,300 Est. Cost $52.43 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $207 Shares 5,400 Est. Cost $34.64 Unrealized +4.8%
WEC W E C ENERGY GROUP INC 0.0%
Value ($000) $203 Shares 2,587 Est. Cost $81.56 Unrealized -5.8%
FTS FORTIS ORD 0.0%
Value ($000) $202 Shares 5,200 Est. Cost $33.85 Unrealized +9.5%
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $201 Shares 17,700 Est. Cost $11.46 Unrealized +6.8%
MEXICO FUND 0.0%
Value ($000) $170 Shares 10,600 Est. Cost $13.68 Unrealized
RIVN RIVIAN AUTOMOTIVE CL A ORD 0.0%
Value ($000) $148 Shares 11,000 Est. Cost $10.45 Unrealized 0.0%
RBKB RHINEBECK BANCORP INC 0.0%
Value ($000) $125 Shares 15,900 Est. Cost $8.02 Unrealized -2.7%
ASRV AMERISERV FINANCIAL INC 0.0%
Value ($000) $106 Shares 47,015 Est. Cost $2.47 Unrealized -6.8%
AVLNF AVALON ADVANCED MATERIALS INC 0.0%
Value ($000) $1 Shares 18,750 Est. Cost $0.16 Unrealized -68.6%