JOHN G ULLMAN & ASSOCIATES INC Q2 2023 Filing

Filed August 21, 2023

Portfolio Value

$648K

Holdings

177

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (177 positions)

#StockSharesValue% PortfolioType
1
EMREMERSON ELEC CO
387,219$35K5.40%
2
GLWCORNING INC
756,321$26K4.01%
3
BMYBRISTOL-MYERS SQUIBB
359,679$23K3.55%
4
PFEPFIZER INC
594,931$21K3.24%
5
OGEOGE ENERGY CORP
577,638$20K3.09%
6
CISCO SYSTEMS INC
377,767$19K2.93%
7
IBMIBM CORP
135,429$18K2.78%
8
NVSNNOVARTIS AG
184,935$18K2.78%
9
TELTE CONNECTIVITY LTD F
111,872$15K2.31%
10
TSMTAIWAN SEMICONDUCTR F SPONSORE
140,810$14K2.16%
11
SLBSCHLUMBERGER LTD F
284,287$13K2.01%
12
MSFTMICROSOFT CORP
35,251$12K1.85%
13
MRKMERCK & CO INC
100,819$11K1.70%
14
BCEBCE INC
244,770$11K1.70%
15
XOMEXXON MOBIL CORP
111,123$11K1.70%
16
INTCINTEL CORP
328,566$10K1.54%
17
AMZNAMAZON.COM INC
75,550$9K1.39%
18
HZNPHORIZON THERAPEUTICS PLC
79,712$8K1.23%
19
MDUM D U RESOURCES GRP
422,166$8K1.23%
20
AMTAMERICAN TOWER CORP
42,650$8K1.23%
21
HONHONEYWELL INTL INC
34,955$7K1.08%
22
LNNLINDSAY CORP
60,190$7K1.08%
23
ACMAECOM TECHNOLOGY CORP
82,692$7K1.08%
24
DISWALT DISNEY CO
88,916$7K1.08%
25
BKHBLACK HILLS CORP
126,410$7K1.08%
26
TMOTHERMO FISHER SCIENTIFIC INC
14,878$7K1.08%
27
J P MORGAN CHASE & CO
42,254$6K0.93%
28
CA8ACACI INTERNATIONAL INC
19,494$6K0.93%
29
AVGOBROADCOM LTD AVGO
7,021$6K0.93%
30
LITELUMENTUM HOLDINGS INC
115,491$6K0.93%
31
VMWEURVMWARE INC
42,250$6K0.93%
32
HEHAWAIIAN ELECTRIC INDUSTRIES
192,057$6K0.93%
33
PORPORTLAND GENERAL ELECTRIC CO
130,000$6K0.93%
34
FLSFLOWSERVE CORP
169,240$6K0.93%
35
AGXARGAN INC
167,152$6K0.93%
36
NJRNEW JERSEY RESOURCES CORPORATI
135,563$6K0.93%
37
NXSTNEXSTAR BROADCASTING GROUP-A N
30,355$5K0.77%
38
GVAGRANITE CONSTRUCTION
129,760$5K0.77%
39
FISVFISERV INC
46,405$5K0.77%
40
AMSWAUSDAMERICAN SOFTWARE INC
546,923$5K0.77%
41
IDAIDACORP INC
41,768$4K0.62%
42
EQIXEQUINIX REIT ORD
6,150$4K0.62%
43
XRAYDENTSPLY SIRONA INC
122,110$4K0.62%
44
7SUSUMMIT MATERIALS CL A ORD
130,126$4K0.62%
45
HRIHERC HOLDINGS ORD
30,021$4K0.62%
46
ITRIITRON INC
64,906$4K0.62%
47
WTSWATTS WATER TECH INC CLASS A
21,875$4K0.62%
48
KNFKNIFE RIVER ORD
99,892$4K0.62%
49
EQNREQUINOR ADR REP ORD
168,600$4K0.62%
50
MRNAMODERNA INC
28,399$3K0.46%
51
ESEVERSOURCE ENERGY ES
42,422$3K0.46%
52
AGREURAVANGRID INC
80,360$3K0.46%
53
GRCGORMAN RUPP ORD
123,558$3K0.46%
54
ABTABBOTT LABORATORIES
30,844$3K0.46%
55
BAXBAXTER INTERNATIONAL INC
73,018$3K0.46%
56
SYYSYSCO CORP
40,785$3K0.46%
57
HALHALLIBURTON CO HLDG
110,170$3K0.46%
58
VOOVANGUARD S&P 500 ETF
8,314$3K0.46%
59
GJPDOMINION ENERGY INC
71,120$3K0.46%
60
AAPLAPPLE INC
17,157$3K0.46%
61
TMPTOMPKINS FINANCIAL CORP TMP
69,647$3K0.46%
62
AZTAAZENTA ORD
73,394$3K0.46%
63
APTVAPTIV ORD
33,050$3K0.46%
64
PBWINVSC WILDERHILL CLEAN ENERGY
69,700$2K0.31%
65
VNTVONTIER CORP
68,097$2K0.31%
66
GSKGSK PLC ADR
77,980$2K0.31%
67
WDCWESTERN DIGITAL CORP
54,000$2K0.31%
68
AG8AGILENT TECHNOLOGIES INC
21,677$2K0.31%
69
ORCLORACLE CORP
21,788$2K0.31%
70
GEGENERAL ELECTRIC CO
27,069$2K0.31%
71
COHRCOHERENT CORP
53,000$2K0.31%
72
MCOMOODYS ORD
8,225$2K0.31%
73
VNMVANECK VIETNAM ETF
187,100$2K0.31%
74
CCKCROWN HOLDINGS INC
28,784$2K0.31%
75
ARCBARCBEST ORD
22,150$2K0.31%
76
AMGNAMGEN INC.
10,994$2K0.31%
77
PEGPUB SVC ENTERPISE GP
42,069$2K0.31%
78
STTSTATE STREET ORD
38,710$2K0.31%
79
EAELECTRONIC ARTS INC EA
21,800$2K0.31%
80
NRANRG ENERGY INC NRG
54,650$2K0.31%
81
GNRCGENERAC HOLDINGS ORD
16,000$2K0.31%
82
TTTRANE TECHNOLOGIES PLC
12,300$2K0.31%
83
PYPLPAYPAL HOLDINGS INCORPOR
35,685$2K0.31%
84
QDELQUIDEL CORPORATION
32,131$2K0.31%
85
UTHUNITED THERAPEUTICS CORPORATIO
9,355$2K0.31%
86
ASTEASTEC INDUSTRIES INC
44,700$2K0.31%
87
ACVAACV AUCTIONS CL A ORD
65,284$1K0.15%
88
SNOWSNOWFLAKE INC.
6,950$1K0.15%
89
4DHDANA INC
95,550$1K0.15%
90
SOSOUTHERN CO
25,800$1K0.15%
91
LLYLILLY ELI & CO
3,968$1K0.15%
92
EXPEAGLE MATERIALS INC
7,200$1K0.15%
93
FTSFORTIS ORD
23,400$1K0.15%
94
CVXCHEVRON CORP
6,604$1K0.15%
95
SKBSYSKANSKA AB FSPONSORED ADR
82,500$1K0.15%
96
KMIKINDER MORGAN INC
63,708$1K0.15%
97
WBSWEBSTER FINANCIAL ORD
32,100$1K0.15%
98
AQN.TOALGONQUIN POWER & UTILITIES CO
215,250$1K0.15%
99
CEGCONSTELLATION ENERGY ORD
2,465$00.00%
100
BNSBANK OF NOVA SCOTIA
7,900$00.00%
Page 1 of 2Next