JOHN G ULLMAN & ASSOCIATES INC Q1 2019 Filing

Filed April 30, 2019

Portfolio Value

$552.3M

Holdings

128

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (128 positions)

#StockSharesValue% PortfolioType
1
EMREMERSON ELEC CO
574,620$39.3M7.12%
2
XOMEXXON MOBIL CORP
397,110$32.1M5.81%
3
GVAGRANITE CONSTRUCTION
518,725$22.4M4.05%
4
GLWCORNING INC
651,882$21.6M3.91%
5
PFEPFIZER INC
438,878$18.6M3.37%
6
INTCINTEL CORP
311,003$16.7M3.02%
7
NVSNNOVARTIS AG
159,375$15.3M2.77%
8
JNJJOHNSON & JOHNSON
96,052$13.4M2.43%
9
BMYBRISTOL-MYERS SQUIBB
267,957$12.8M2.31%
10
OGEOGE ENERGY CORP
293,703$12.7M2.29%
11
EEMVISHR EDG MSCI MIN VOL EMG MKT
212,189$12.6M2.28%
12
MRKMERCK & CO INC
140,075$11.7M2.11%
13
MSFTMICROSOFT CORP
96,769$11.4M2.07%
14
LNNLINDSAY CORP
114,873$11.1M2.01%
15
XRAYDENTSPLY SIRONA INC
223,675$11.1M2.01%
16
FLSFLOWSERVE CORP
235,935$10.7M1.93%
17
BCEBCE INC
238,494$10.6M1.92%
18
ABTABBOTT LABORATORIES
129,922$10.4M1.88%
19
GSKGLAXOSMITHKLINE PLC
246,500$10.3M1.87%
20
MDUM D U RESOURCES GRP
393,471$10.2M1.84%
21
INGERSOLL RAND PLC F
91,116$9.8M1.78%
22
AMSWAUSDAMERICAN SOFTWARE INC
794,051$9.5M1.72%
23
EVRGEVERGY INC
157,180$9.1M1.65%
24
WTSWATTS WATER TECH INC CLASS A
110,442$8.9M1.62%
25
HONHONEYWELL INTL INC
49,002$7.8M1.41%
26
TMOTHERMO FISHER SCIENTIFIC INC
25,944$7.1M1.29%
27
IBMIBM CORP
49,416$7.0M1.26%
28
BNSBANK OF NOVA SCOTIA
130,300$6.9M1.26%
29
HALHALLIBURTON CO HLDG
223,400$6.5M1.19%
30
TELTE CONNECTIVITY LTD F
79,650$6.4M1.16%
31
SPDR S&P EM MKTS SM CP
131,900$5.9M1.06%
32
INVSC S P GLOBAL WATER INDEX E
158,250$5.6M1.01%
33
ASTEASTEC INDUSTRIES INC
129,200$4.9M0.88%
34
CNDTCONDUENT INC
344,360$4.8M0.86%
35
ELMIRA SAVINGS BANK F S
282,850$4.7M0.86%
36
IDAIDACORP INC
46,039$4.6M0.83%
37
SLBSCHLUMBERGER LTD F
104,175$4.5M0.82%
38
BAXBAXTER INTERNATIONAL INC
55,726$4.5M0.82%
39
ACMAECOM TECHNOLOGY CORP
149,250$4.4M0.80%
40
LDELANDEC CORP
353,525$4.3M0.79%
41
DGXQUEST DIAGNOSTIC INC
47,846$4.3M0.78%
42
AZTABROOKS AUTOMATION
146,045$4.3M0.78%
43
AGXARGAN INC
84,500$4.2M0.76%
44
EWAISHARES MSCI AUSTRALIA ETF
193,750$4.2M0.75%
45
DUKDUKE ENERGY CORP
43,990$4.0M0.72%
46
TPCTUTOR PERINI CORP
227,975$3.9M0.71%
47
NEENEXTERA ENERGY INC
19,571$3.8M0.68%
48
EPUISHARES:MSCI PERU
94,031$3.7M0.67%
49
EWCISHARES MSCI CANADA ETF
133,601$3.7M0.67%
50
PEGPUB SVC ENTERPISE GP
58,075$3.5M0.62%
51
DOWDUPONT INC
62,278$3.3M0.60%
52
XRXCHFXEROX CORP
95,739$3.1M0.55%
53
VIAVVIAVI SOLUTIONS INC
239,700$3.0M0.54%
54
EWSISHARES MSCI SINGAPORE ETF
124,275$2.9M0.53%
55
OCOWENS CORNING FIBERGLAS
62,400$2.9M0.53%
56
CAMPEURCALAMP CORP
223,707$2.8M0.51%
57
SWKSTANLEY BLACK & DECK
19,300$2.6M0.48%
58
KMIKINDER MORGAN INC
123,700$2.5M0.45%
59
GEGENERAL ELECTRIC CO
232,754$2.3M0.42%
60
AMGNAMGEN INC.
11,450$2.2M0.39%
61
KMXCARMAX INC
30,500$2.1M0.39%
62
ALPHABET INC. CLASS A
1,579$1.9M0.34%
63
SIGNATURE BANK
14,150$1.8M0.33%
64
EAFEURGRAFTECH INTERNATIONAL LTD
130,711$1.7M0.30%
65
MOSTHE MOSAIC CO
56,400$1.5M0.28%
66
VOOVANGUARD S&P 500 ETF
5,746$1.5M0.27%
67
AGGISHARES CORE US AGGREGATE BOND
12,615$1.4M0.25%
68
ZBHZIMMER BIOMET HOLDINGS INC
10,690$1.4M0.25%
69
AAPLAPPLE INC
6,979$1.3M0.24%
70
CISCO SYSTEMS INC
24,100$1.3M0.24%
71
RHINVSC WILDERHILL CLEAN ENERGY
45,030$1.2M0.22%
72
NYCBEURNEW YORK COMMUNITY BANCORP INC
100,875$1.2M0.21%
73
ADMARCHER DANIELS MIDLAND CO
23,500$1.0M0.18%
74
MMM3M CO
4,773$992K0.18%
75
TORTOISE ENERGY INF CORP
40,150$944K0.17%
76
BSVVANGUARD SHORT-TERM BOND ETF
11,827$941K0.17%
77
VANGUARD MATERIALS ETF
7,460$918K0.17%
78
WMTWAL-MART STORES
9,150$892K0.16%
79
DHRDANAHER CORP
5,800$766K0.14%
80
SPDR S&P REGIONAL BANKING ETF
14,400$739K0.13%
81
ALPHABET INC. CLASS C
616$723K0.13%
82
BRK/BBERKSHIRE HATHAWAY CLASS B
3,575$718K0.13%
83
DSIISHARES:MSCI KLD 400 SOC
6,300$665K0.12%
84
TA T & T INC
20,701$649K0.12%
85
TSMTAIWAN SEMICONDUCTR F SPONSORE
13,500$553K0.10%
86
LHLAB CO OF AMER HLDG
3,358$514K0.09%
87
IQVIQVIA HOLDINGS INC
3,500$503K0.09%
88
LLYLILLY ELI & CO
3,700$480K0.09%
89
CELGCELGENE CORP
4,908$463K0.08%
90
HPEHEWLETT PACKARD ENTERPRI
29,100$449K0.08%
91
PSXPHILLIPS 66
4,585$436K0.08%
92
PEPPEPSICO INC
3,510$430K0.08%
93
BLKBLACKROCK INC
1,000$427K0.08%
94
AGCOA G C O CORP
5,800$403K0.07%
95
BLBDBLUE BIRD CORP
23,723$402K0.07%
96
DISWALT DISNEY CO
3,596$399K0.07%
97
LITELUMENTUM HOLDINGS INC
6,984$395K0.07%
98
RDS/AROYAL DUTCH SHELL F SPONSORED
6,223$389K0.07%
99
COHRII-VI INC
10,100$376K0.07%
100
KOTHE COCA-COLA CO
8,006$375K0.07%
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