JOHN G ULLMAN & ASSOCIATES INC Q3 2022 Filing

Filed October 19, 2022

Portfolio Value

$571.5M

Holdings

157

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (157 positions)

#StockSharesValue% PortfolioType
1
EMREMERSON ELEC CO
389,468$28.5M4.99%
2
BMYBRISTOL-MYERS SQUIBB
380,235$27.0M4.73%
3
PFEPFIZER INC
616,140$27.0M4.72%
4
GLWCORNING INC
772,933$22.4M3.92%
5
OGEOGE ENERGY CORP
603,975$22.0M3.85%
6
XOMEXXON MOBIL CORP
229,325$20.0M3.50%
7
IBMIBM CORP
133,120$15.8M2.77%
8
CISCO SYSTEMS INC
391,666$15.7M2.74%
9
NVSNNOVARTIS AG
197,894$15.0M2.63%
10
TELTE CONNECTIVITY LTD F
106,334$11.7M2.05%
11
MRKMERCK & CO INC
133,472$11.5M2.01%
12
SLBSCHLUMBERGER LTD F
319,501$11.5M2.01%
13
MDUM D U RESOURCES GRP
416,029$11.4M1.99%
14
INTCINTEL CORP
425,599$11.0M1.92%
15
BCEBCE INC
232,270$9.7M1.70%
16
TSMTAIWAN SEMICONDUCTR F SPONSORE
138,135$9.5M1.66%
17
LNNLINDSAY CORP
62,992$9.0M1.58%
18
BKHBLACK HILLS CORP
131,270$8.9M1.56%
19
MSFTMICROSOFT CORP
37,104$8.6M1.51%
20
GJPDOMINION ENERGY INC
123,252$8.5M1.49%
21
TMPTOMPKINS FINANCIAL CORP TMP
114,119$8.3M1.45%
22
TMOTHERMO FISHER SCIENTIFIC INC
15,544$7.9M1.38%
23
NJRNEW JERSEY RESOURCES CORPORATI
195,040$7.5M1.32%
24
AGXARGAN INC
231,590$7.5M1.30%
25
AMSWAUSDAMERICAN SOFTWARE INC
485,181$7.4M1.30%
26
HEHAWAIIAN ELECTRIC INDUSTRIES
199,257$6.9M1.21%
27
GSKGSK PLC ADR
227,345$6.7M1.17%
28
HONHONEYWELL INTL INC
36,360$6.1M1.06%
29
GNRCGENERAC HOLDINGS ORD
33,500$6.0M1.04%
30
ACMAECOM TECHNOLOGY CORP
85,892$5.9M1.03%
31
PORPORTLAND GENERAL ELECTRIC CO
133,850$5.8M1.02%
32
FLSFLOWSERVE CORP
239,390$5.8M1.02%
33
HZNPHORIZON THERAPEUTICS PLC
88,002$5.4M0.95%
34
CA8ACACI INTERNATIONAL INC
20,476$5.3M0.94%
35
NXSTNEXSTAR BROADCASTING GROUP-A N
31,800$5.3M0.93%
36
AVGOBROADCOM LTD AVGO
10,769$4.8M0.84%
37
FISVFISERV INC
50,325$4.7M0.82%
38
EXPEAGLE MATERIALS INC
41,950$4.5M0.79%
39
J P MORGAN CHASE & CO
42,251$4.4M0.77%
40
EQIXEQUINIX REIT ORD
7,450$4.2M0.74%
41
IDAIDACORP INC
42,318$4.2M0.73%
42
AMZNAMAZON.COM INC
34,555$3.9M0.68%
43
7SUSUMMIT MATERIALS CL A ORD
159,660$3.8M0.67%
44
LITELUMENTUM HOLDINGS INC
54,243$3.7M0.65%
45
XRAYDENTSPLY SIRONA INC
129,455$3.7M0.64%
46
BAXBAXTER INTERNATIONAL INC
66,734$3.6M0.63%
47
GVAGRANITE CONSTRUCTION
137,231$3.5M0.61%
48
AMTAMERICAN TOWER CORP
16,166$3.5M0.61%
49
GRCGORMAN RUPP ORD
141,621$3.4M0.59%
50
STTSTATE STREET ORD
50,060$3.0M0.53%
51
VMWEURVMWARE INC
28,550$3.0M0.53%
52
REGNREGENERON PHARMS INC
4,390$3.0M0.53%
53
ABTABBOTT LABORATORIES
31,134$3.0M0.53%
54
LECOLINCOLN ELECTRIC HOLDINGS ORD
23,000$2.9M0.51%
55
WTSWATTS WATER TECH INC CLASS A
22,575$2.8M0.50%
56
AG8AGILENT TECHNOLOGIES INC
22,177$2.7M0.47%
57
VOOVANGUARD S&P 500 ETF
8,196$2.7M0.47%
58
ITRIITRON INC
62,306$2.6M0.46%
59
AAPLAPPLE INC
18,720$2.6M0.45%
60
HRIHERC HOLDINGS ORD
24,171$2.5M0.44%
61
AMGNAMGEN INC.
11,140$2.5M0.44%
62
CCKCROWN HOLDINGS INC
30,254$2.5M0.43%
63
PEGPUB SVC ENTERPISE GP
43,259$2.4M0.43%
64
MCOMOODYS ORD
9,960$2.4M0.42%
65
EAELECTRONIC ARTS INC EA
20,550$2.4M0.42%
66
ETNEATON CORP PLC F
17,112$2.3M0.40%
67
DISWALT DISNEY CO
24,036$2.3M0.40%
68
AGREURAVANGRID INC
50,890$2.1M0.37%
69
ARCBARCBEST ORD
28,800$2.1M0.37%
70
HLNHALEON PLC ADR
308,492$1.9M0.33%
71
QDELQUIDEL CORPORATION
25,447$1.8M0.32%
72
AZTAAZENTA ORD
41,763$1.8M0.31%
73
WDCWESTERN DIGITAL CORP
54,500$1.8M0.31%
74
TTTRANE TECHNOLOGIES PLC
12,150$1.8M0.31%
75
SOSOUTHERN CO
25,800$1.8M0.31%
76
EBMTEAGLE BANCORP MONTANA INC
87,987$1.7M0.29%
77
EQNREQUINOR ADR REP ORD
49,500$1.6M0.29%
78
EEMVISHS MSCI EMERG MRKT MIN VOL F
30,968$1.6M0.27%
79
APTVAPTIV ORD
18,900$1.5M0.26%
80
BEBLOOM ENERGY CL A ORD
73,190$1.5M0.26%
81
ASTEASTEC INDUSTRIES INC
46,200$1.4M0.25%
82
COHRCOHERENT CORP
39,250$1.4M0.24%
83
GEGENERAL ELECTRIC CO
21,941$1.4M0.24%
84
RBBRBB BANCORP
63,050$1.3M0.23%
85
LLYLILLY ELI & CO
4,018$1.3M0.23%
86
VIAVVIAVI SOLUTIONS INC
95,847$1.3M0.22%
87
VNMVANECK VIETNAM ETF
92,750$1.2M0.22%
88
KMIKINDER MORGAN INC
68,920$1.1M0.20%
89
CMCSACOMCAST CORP CLASS A
38,584$1.1M0.20%
90
FTSFORTIS ORD
26,400$1.0M0.18%
91
KBHKB HOME ORD
38,400$995K0.17%
92
4DHDANA INC
84,140$962K0.17%
93
CFFIC AND F FINANCIAL ORD
17,880$957K0.17%
94
LNTALLIANT ENERGY CORP
17,300$917K0.16%
95
CVXCHEVRON CORP
6,318$908K0.16%
96
EWSISHARES MSCI SINGAPORE ETF
49,250$843K0.15%
97
TA T & T INC
49,394$758K0.13%
98
MBCNMIDDLEFIELD BANC CORP
27,720$751K0.13%
99
HHYDRO ONE ORD
29,700$726K0.13%
100
AEPAMER ELECTRIC PWR CO
7,979$690K0.12%
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