JOHN G ULLMAN & ASSOCIATES INC Q3 2021 Filing

Filed November 2, 2021

Portfolio Value

$735.3M

Holdings

160

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
1
EMREMERSON ELEC CO
385,767$36.3M4.94%
2
PFEPFIZER INC
643,450$27.7M3.76%
3
OGEOGE ENERGY CORP
783,244$25.8M3.51%
4
VZVERIZON COMMUNICATN
431,390$23.3M3.17%
5
GLWCORNING INC
635,820$23.2M3.16%
6
BMYBRISTOL-MYERS SQUIBB
390,047$23.1M3.14%
7
CISCO SYSTEMS INC
394,017$21.4M2.92%
8
IBMIBM CORP
150,320$20.9M2.84%
9
INTCINTEL CORP
370,186$19.7M2.68%
10
TA T & T INC
708,257$19.1M2.60%
11
AQN.TOALGONQUIN POWER & UTILITIES CO
1,137,253$16.7M2.27%
12
BCEBCE INC
329,039$16.5M2.24%
13
MDUM D U RESOURCES GRP
527,827$15.7M2.13%
14
GSKGLAXOSMITHKLINE PLC
397,658$15.2M2.07%
15
FLSFLOWSERVE CORP
413,079$14.3M1.95%
16
NVSNNOVARTIS AG
174,954$14.3M1.95%
17
XOMEXXON MOBIL CORP
234,783$13.8M1.88%
18
AGXARGAN INC
315,036$13.8M1.87%
19
ELANELANCO ANIMAL HEALTH INC
406,265$13.0M1.76%
20
HEHAWAIIAN ELECTRIC INDUSTRIES
315,282$12.9M1.75%
21
MMM3M CO
73,228$12.8M1.75%
22
XRAYDENTSPLY SIRONA INC
216,533$12.6M1.71%
23
AMSWAUSDAMERICAN SOFTWARE INC
520,373$12.4M1.68%
24
GJPDOMINION ENERGY INC
149,586$10.9M1.49%
25
MSFTMICROSOFT CORP
38,065$10.7M1.46%
26
TELTE CONNECTIVITY LTD F
75,734$10.4M1.41%
27
TMOTHERMO FISHER SCIENTIFIC INC
17,791$10.2M1.38%
28
BKHBLACK HILLS CORP
161,883$10.2M1.38%
29
SLBSCHLUMBERGER LTD F
328,901$9.7M1.33%
30
LNNLINDSAY CORP
63,905$9.7M1.32%
31
MRKMERCK & CO INC
127,523$9.6M1.30%
32
TSMTAIWAN SEMICONDUCTR F SPONSORE
85,769$9.6M1.30%
33
PORPORTLAND GENERAL ELECTRIC CO
200,329$9.4M1.28%
34
NJRNEW JERSEY RESOURCES CORPORATI
245,465$8.5M1.16%
35
TMPTOMPKINS FINANCIAL CORP TMP
104,939$8.5M1.15%
36
HONHONEYWELL INTL INC
37,219$7.9M1.07%
37
HZNPHORIZON THERAPEUTICS PLC
69,377$7.6M1.03%
38
ACMAECOM TECHNOLOGY CORP
97,408$6.2M0.84%
39
CA8ACACI INTERNATIONAL INC
21,261$5.6M0.76%
40
AVGOBROADCOM LTD AVGO
11,013$5.3M0.73%
41
GVAGRANITE CONSTRUCTION
130,693$5.2M0.70%
42
NXSTNEXSTAR BROADCASTING GROUP-A N
32,650$5.0M0.67%
43
LITELUMENTUM HOLDINGS INC
56,643$4.7M0.64%
44
IDAIDACORP INC
44,143$4.6M0.62%
45
VMWEURVMWARE INC
29,905$4.4M0.60%
46
AZTABROOKS AUTOMATION
42,143$4.3M0.59%
47
TPCTUTOR PERINI CORP
317,218$4.1M0.56%
48
WTSWATTS WATER TECH INC CLASS A
23,975$4.0M0.55%
49
ITRIITRON INC
51,850$3.9M0.53%
50
EWSISHARES MSCI SINGAPORE ETF
169,650$3.9M0.53%
51
ABTABBOTT LABORATORIES
31,638$3.7M0.51%
52
AGREURAVANGRID INC
74,950$3.6M0.50%
53
AG8AGILENT TECHNOLOGIES INC
23,052$3.6M0.49%
54
VOOVANGUARD S&P 500 ETF
8,230$3.2M0.44%
55
SYNASYNAPTICS INCORPORATED
17,800$3.2M0.44%
56
CCKCROWN HOLDINGS INC
30,604$3.1M0.42%
57
COHRII-VI INC
51,750$3.1M0.42%
58
PEGPUB SVC ENTERPISE GP
49,910$3.0M0.41%
59
AMTAMERICAN TOWER CORP
11,320$3.0M0.41%
60
GRCGORMAN RUPP ORD
82,789$3.0M0.40%
61
UCTTULTRA CLEAN HOLDINGS INC UCTT
68,404$2.9M0.40%
62
AAPLAPPLE INC
19,410$2.7M0.37%
63
VWOVANGUARD FTSE EMERGING MARKETS
54,119$2.7M0.37%
64
ASTEASTEC INDUSTRIES INC
49,730$2.7M0.36%
65
EEMVISHS MSCI EMERG MRKT MIN VOL F
42,500$2.7M0.36%
66
ETNEATON CORP PLC F
17,800$2.7M0.36%
67
ORTHO CLINICAL DIAGNOSTICS ORD
122,519$2.3M0.31%
68
XRXXEROX CORP
111,666$2.3M0.31%
69
TTTRANE TECHNOLOGIES PLC
12,650$2.2M0.30%
70
MCAFEE CL A ORD
95,500$2.1M0.29%
71
PHGKONINKLIJKE PHILIPS N F SPONSO
41,210$1.8M0.25%
72
GEGENERAL ELECTRIC CO
17,749$1.8M0.25%
73
BEBLOOM ENERGY CL A ORD
96,700$1.8M0.25%
74
RBBRBB BANCORP
69,750$1.8M0.24%
75
BAXBAXTER INTERNATIONAL INC
21,677$1.7M0.24%
76
FEYECHFFIREEYE INC
97,769$1.7M0.24%
77
SOSOUTHERN CO
26,100$1.6M0.22%
78
STTSTATE STREET ORD
19,000$1.6M0.22%
79
VNMVANECK VIETNAM ETF
82,700$1.6M0.22%
80
VIAVVIAVI SOLUTIONS INC
100,722$1.6M0.22%
81
AMGNAMGEN INC.
6,690$1.4M0.19%
82
4DHDANA INC
63,000$1.4M0.19%
83
ACVAACV AUCTIONS CL A ORD
69,784$1.2M0.17%
84
EBMTEAGLE BANCORP MONTANA INC
55,135$1.2M0.17%
85
ZNGAEURZYNGA INC - CL A ZNGA
161,300$1.2M0.17%
86
FTSFORTIS ORD
26,400$1.2M0.16%
87
CMCSACOMCAST CORP CLASS A
18,800$1.1M0.14%
88
FISVFISERV INC
9,450$1.0M0.14%
89
NVDANVIDIA CORP
4,905$1.0M0.14%
90
AQUAUSDEVOQUA WATER TECHNOLOGIES CORP
26,300$988K0.13%
91
NWENORTHWESTERN CORP
17,200$986K0.13%
92
LNTALLIANT ENERGY CORP
17,300$968K0.13%
93
KBHKB HOME ORD
24,327$947K0.13%
94
LLYLILLY ELI & CO
4,055$937K0.13%
95
DUKDUKE ENERGY CORP
8,319$812K0.11%
96
IRINGERSOLL RAND INC
14,188$715K0.10%
97
LHLAB CO OF AMER HLDG
2,524$710K0.10%
98
HHYDRO ONE ORD
29,700$701K0.10%
99
MBCNMIDDLEFIELD BANC CORP
28,220$672K0.09%
100
AEPAMER ELECTRIC PWR CO
7,979$648K0.09%
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