JOHN G ULLMAN & ASSOCIATES INC Q2 2020 Filing

Filed July 29, 2020

Portfolio Value

$409.8M

Holdings

109

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (109 positions)

#StockSharesValue% PortfolioType
1
EMREMERSON ELEC CO
433,545$26.9M6.56%
2
BMYBRISTOL-MYERS SQUIBB
409,790$24.1M5.88%
3
PFEPFIZER INC
538,359$17.6M4.30%
4
GLWCORNING INC
662,578$17.2M4.19%
5
GSKGLAXOSMITHKLINE PLC
414,900$16.9M4.13%
6
INTCINTEL CORP
240,452$14.4M3.51%
7
NVSNNOVARTIS AG
152,485$13.3M3.25%
8
JNJJOHNSON & JOHNSON
92,416$13.0M3.17%
9
MMM3M CO
78,998$12.3M3.01%
10
OGEOGE ENERGY CORP
382,808$11.6M2.84%
11
AMSWAUSDAMERICAN SOFTWARE INC
733,340$11.6M2.82%
12
MDUM D U RESOURCES GRP
520,174$11.5M2.82%
13
AGXARGAN INC
237,149$11.2M2.74%
14
IBMIBM CORP
90,480$10.9M2.67%
15
BCEBCE INC
258,815$10.8M2.64%
16
XRAYDENTSPLY SIRONA INC
226,350$10.0M2.43%
17
MSFTMICROSOFT CORP
43,785$8.9M2.17%
18
TMOTHERMO FISHER SCIENTIFIC INC
23,054$8.4M2.04%
19
LNNLINDSAY CORP
87,057$8.0M1.96%
20
ABTABBOTT LABORATORIES
85,879$7.9M1.92%
21
TELTE CONNECTIVITY LTD F
80,700$6.6M1.61%
22
MRKMERCK & CO INC
81,539$6.3M1.54%
23
ADMARCHER DANIELS MIDLAND CO
155,250$6.2M1.51%
24
LITELUMENTUM HOLDINGS INC
70,678$5.8M1.40%
25
HONHONEYWELL INTL INC
39,401$5.7M1.39%
26
TSMTAIWAN SEMICONDUCTR F SPONSORE
97,119$5.5M1.35%
27
DGXQUEST DIAGNOSTIC INC
46,626$5.3M1.30%
28
ACMAECOM TECHNOLOGY CORP
140,550$5.3M1.29%
29
ALBALBEMARLE CORP
61,100$4.7M1.15%
30
HZNPHORIZON THERAPEUTICS PLC
76,852$4.3M1.04%
31
TMPTOMPKINS FINANCIAL CORP TMP
63,735$4.1M1.01%
32
AZTABROOKS AUTOMATION
92,638$4.1M1.00%
33
IDAIDACORP INC
44,859$3.9M0.96%
34
TA T & T INC
121,012$3.7M0.89%
35
VZVERIZON COMMUNICATN
63,681$3.5M0.86%
36
AVGOBROADCOM LTD AVGO
10,950$3.5M0.84%
37
ELANELANCO ANIMAL HEALTH INC
160,200$3.4M0.84%
38
FLSFLOWSERVE CORP
117,916$3.4M0.82%
39
AGREURAVANGRID INC
78,500$3.3M0.80%
40
ASTEASTEC INDUSTRIES INC
66,800$3.1M0.76%
41
WTSWATTS WATER TECH INC CLASS A
33,259$2.7M0.66%
42
LDELANDEC CORP
334,952$2.7M0.65%
43
PEGPUB SVC ENTERPISE GP
51,875$2.5M0.62%
44
AG8AGILENT TECHNOLOGIES INC
25,102$2.2M0.54%
45
CCKCROWN HOLDINGS INC
32,470$2.1M0.52%
46
PHGKONINKLIJKE PHILIPS N F SPONSO
43,600$2.0M0.50%
47
AMGNAMGEN INC.
8,195$1.9M0.47%
48
TDCTERADATA CORP
91,501$1.9M0.46%
49
GVAGRANITE CONSTRUCTION
94,300$1.8M0.44%
50
AAPLAPPLE INC
4,932$1.8M0.44%
51
TTTRANE TECHNOLOGIES PLC
18,161$1.6M0.39%
52
VOOVANGUARD S&P 500 ETF
5,548$1.6M0.38%
53
VIAVVIAVI SOLUTIONS INC
111,825$1.4M0.35%
54
BAXBAXTER INTERNATIONAL INC
15,865$1.4M0.33%
55
CTVACORTEVA INC
48,977$1.3M0.32%
56
GEGENERAL ELECTRIC CO
182,370$1.2M0.30%
57
XOMEXXON MOBIL CORP
26,177$1.2M0.29%
58
CISCO SYSTEMS INC
23,600$1.1M0.27%
59
ALCALCON INC
18,339$1.1M0.26%
60
AQUAUSDEVOQUA WATER TECHNOLOGIES CORP
44,800$833K0.20%
61
COHRII-VI INC
17,300$817K0.20%
62
ELMIRA SAVINGS BANK F S
75,388$795K0.19%
63
CORNING NAT GAS HLDG
40,648$673K0.16%
64
AGGISHARES CORE US AGGREGATE BOND
5,530$654K0.16%
65
LLYLILLY ELI & CO
3,755$616K0.15%
66
DUKDUKE ENERGY CORP
7,620$609K0.15%
67
CRUSCIRRUS LOGIC INC
9,000$556K0.14%
68
REGNREGENERON PHARMS INC
800$499K0.12%
69
LHLAB CO OF AMER HLDG
2,824$469K0.11%
70
NXSTNEXSTAR BROADCASTING GROUP-A N
5,500$460K0.11%
71
SKANSKA AB ORDF
22,500$457K0.11%
72
ITWILLINOIS TOOL WORKS
2,600$455K0.11%
73
IRINGERSOLL RAND INC
15,910$447K0.11%
74
EEFTEURONET WORLDWIDE INC
4,550$436K0.11%
75
VMWEURVMWARE INC
2,800$434K0.11%
76
IBBISHARES:NASDAQ BIOTECH
3,100$424K0.10%
77
AWMSKYWORKS SOLUTIONS INC SWKS
3,300$422K0.10%
78
MA COM TECH SOLUTN
11,700$402K0.10%
79
BERKSHIRE HATHAWAY CLASS B
2,204$393K0.10%
80
BSVVANGUARD SHORT-TERM BOND ETF
4,595$382K0.09%
81
DISWALT DISNEY CO
3,236$361K0.09%
82
TXNTEXAS INSTRUMENTS
2,800$356K0.09%
83
AMAZON.COM INC
125$345K0.08%
84
IQVIQVIA HOLDINGS INC
2,400$341K0.08%
85
AGCOA G C O CORP
5,800$322K0.08%
86
HOLXHOLOGIC INC
5,200$296K0.07%
87
SHWSHERWIN WILLIAMS CO
500$289K0.07%
88
IPGPIPG PHOTONICS CORP
1,750$281K0.07%
89
NEENEXTERA ENERGY INC
1,150$276K0.07%
90
FELEFRANKLIN ELECTRIC CO
5,200$273K0.07%
91
ETNEATON CORP PLC F
3,077$269K0.07%
92
HLIOHELIOS TECHNOLOGIES INC
7,000$261K0.06%
93
ITRIITRON INC
3,900$258K0.06%
94
VNMVANECK VECTORS VIETNAM ETF
18,600$250K0.06%
95
MUMICRON TECHNOLOGY
4,663$240K0.06%
96
JCIJOHNSON CONTROLS INTER F
7,000$239K0.06%
97
VMCVULCAN MATERIALS CO
2,000$232K0.06%
98
ORCLORACLE CORP
4,138$229K0.06%
99
SCHGSCHWAB STR:US LC GRO ETF
2,231$227K0.06%
100
HDHOME DEPOT INC
899$225K0.05%
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