JOHN G ULLMAN & ASSOCIATES INC Q4 2023 Filing

Filed January 31, 2024

Portfolio Value

$630K

Holdings

169

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
EMREMERSON ELEC CO
365,202$35K5.56%
2
GLWCORNING INC
744,708$22K3.49%
3
IBMIBM CORP
131,867$21K3.33%
4
OGEOGE ENERGY CORP
567,580$19K3.02%
5
CISCO SYSTEMS INC
365,866$18K2.86%
6
BMYBRISTOL-MYERS SQUIBB
360,781$18K2.86%
7
NVSNNOVARTIS AG
180,900$18K2.86%
8
INTCINTEL CORP
319,631$16K2.54%
9
TELTE CONNECTIVITY LTD F
111,112$15K2.38%
10
TSMTAIWAN SEMICONDUCTR F SPONSORE
153,542$15K2.38%
11
AVGOBROADCOM LTD AVGO
11,715$13K2.06%
12
SLBSCHLUMBERGER LTD F
265,562$13K2.06%
13
MSFTMICROSOFT CORP
35,146$13K2.06%
14
AMZNAMAZON.COM INC
73,714$11K1.75%
15
PFEPFIZER INC
407,708$11K1.75%
16
MRKMERCK & CO INC
98,799$10K1.59%
17
XOMEXXON MOBIL CORP
109,047$10K1.59%
18
BCEBCE INC
245,242$9K1.43%
19
MDUM D U RESOURCES GRP
415,116$8K1.27%
20
AGXARGAN INC
162,129$7K1.11%
21
LNNLINDSAY CORP
59,375$7K1.11%
22
TMOTHERMO FISHER SCIENTIFIC INC
14,005$7K1.11%
23
DISWALT DISNEY CO
82,799$7K1.11%
24
J P MORGAN CHASE & CO
42,018$7K1.11%
25
HONHONEYWELL INTL INC
33,631$7K1.11%
26
AMTAMERICAN TOWER CORP
30,821$6K0.95%
27
GNRCGENERAC HOLDINGS ORD
52,650$6K0.95%
28
GVAGRANITE CONSTRUCTION
121,660$6K0.95%
29
AMSWAUSDAMERICAN SOFTWARE INC
614,740$6K0.95%
30
FLSFLOWSERVE CORP
161,600$6K0.95%
31
PORPORTLAND GENERAL ELECTRIC CO
144,400$6K0.95%
32
AZTAAZENTA ORD
82,118$5K0.79%
33
WDCWESTERN DIGITAL CORP
103,750$5K0.79%
34
EQNREQUINOR ADR REP ORD
178,000$5K0.79%
35
CA8ACACI INTERNATIONAL INC
17,234$5K0.79%
36
FISVFISERV INC
44,471$5K0.79%
37
SYYSYSCO CORP
70,535$5K0.79%
38
HALHALLIBURTON CO HLDG
138,748$5K0.79%
39
HRIHERC HOLDINGS ORD
34,871$5K0.79%
40
NJRNEW JERSEY RESOURCES CORPORATI
132,963$5K0.79%
41
7SUSUMMIT MATERIALS CL A ORD
116,893$4K0.63%
42
WTSWATTS WATER TECH INC CLASS A
21,125$4K0.63%
43
MCOMOODYS ORD
11,207$4K0.63%
44
NXSTNEXSTAR BROADCASTING GROUP-A N
29,155$4K0.63%
45
XRAYDENTSPLY SIRONA INC
129,730$4K0.63%
46
LOWLOWE'S COS INC LOW
22,375$4K0.63%
47
ITRIITRON INC
63,356$4K0.63%
48
GRCGORMAN RUPP ORD
119,604$4K0.63%
49
ESEVERSOURCE ENERGY ES
73,542$4K0.63%
50
EQIXEQUINIX REIT ORD
6,125$4K0.63%
51
IDAIDACORP INC
41,518$4K0.63%
52
KNFKNIFE RIVER ORD
62,336$4K0.63%
53
GEHCGE HEATHCARE TECHNOLOGY
57,916$4K0.63%
54
LITELUMENTUM HOLDINGS INC
58,691$3K0.48%
55
ABTABBOTT LABORATORIES
30,974$3K0.48%
56
GSKGSK PLC ADR
88,740$3K0.48%
57
AMGNAMGEN INC.
10,814$3K0.48%
58
VOOVANGUARD S&P 500 ETF
8,779$3K0.48%
59
ZBHZIMMER BIOMET HOLDINGS INC
32,664$3K0.48%
60
APTVAPTIV ORD
35,500$3K0.48%
61
GEGENERAL ELECTRIC CO
25,940$3K0.48%
62
STTSTATE STREET ORD
46,810$3K0.48%
63
AAPLAPPLE INC
18,143$3K0.48%
64
COHRCOHERENT CORP
85,100$3K0.48%
65
EAELECTRONIC ARTS INC EA
22,050$3K0.48%
66
CHWYCHEWY CL A ORD
104,889$2K0.32%
67
PYPLPAYPAL HOLDINGS INCORPOR
39,285$2K0.32%
68
UTHUNITED THERAPEUTICS CORPORATIO
9,130$2K0.32%
69
VNMVANECK VIETNAM ETF
196,300$2K0.32%
70
SNOWSNOWFLAKE INC.
10,732$2K0.32%
71
AG8AGILENT TECHNOLOGIES INC
18,976$2K0.32%
72
4DHDANA INC
161,250$2K0.32%
73
PEGPUB SVC ENTERPISE GP
41,394$2K0.32%
74
BKHBLACK HILLS CORP
46,880$2K0.32%
75
INSTRUCTURE HOLDINGS ORD
88,464$2K0.32%
76
LLYLILLY ELI & CO
3,998$2K0.32%
77
VNTVONTIER CORP
65,897$2K0.32%
78
CCKCROWN HOLDINGS INC
28,589$2K0.32%
79
ARCBARCBEST ORD
21,750$2K0.32%
80
NRANRG ENERGY INC NRG
52,550$2K0.32%
81
BAXBAXTER INTERNATIONAL INC
54,207$2K0.32%
82
ORCLORACLE CORP
21,730$2K0.32%
83
KMIKINDER MORGAN INC
61,120$1K0.16%
84
PBWINVSC WILDERHILL CLEAN ENERGY
63,150$1K0.16%
85
ASTEASTEC INDUSTRIES INC
41,150$1K0.16%
86
BCVBANCROFT FUND LTD
92,772$1K0.16%
87
BEBLOOM ENERGY CL A ORD
81,200$1K0.16%
88
ACVAACV AUCTIONS CL A ORD
66,284$1K0.16%
89
SOSOUTHERN CO
25,700$1K0.16%
90
VIAVVIAVI SOLUTIONS INC
102,350$1K0.16%
91
ALBALBEMARLE CORP
8,075$1K0.16%
92
SKBSYSKANSKA AB FSPONSORED ADR
81,800$1K0.16%
93
TMPTOMPKINS FINANCIAL CORP TMP
31,443$1K0.16%
94
VWOVANGUARD FTSE EMERGING MARKETS
26,319$1K0.16%
95
WBSWEBSTER FINANCIAL ORD
31,850$1K0.16%
96
CFFIC AND F FINANCIAL ORD
16,660$1K0.16%
97
AQN.TOALGONQUIN POWER & UTILITIES CO
76,300$00.00%
98
RBBRBB BANCORP
48,550$00.00%
99
XLKTECHNOLOGY SELECT SECTOR SPDR
1,086$00.00%
100
HHYDRO ONE ORD
29,700$00.00%
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