JOHN G ULLMAN & ASSOCIATES INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 919530
Institutional-grade research for retail investors
13F Reported Value
ⓘ$754.3M
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
JOHN G ULLMAN & ASSOCIATES INC disclosed 174 positions worth $754.3M in its Form 13F-HR for Q1 2026, led by $GLW (CORNING INC /NY) at 5.8% of the equity portfolio, followed by $TSM and $EMR. During the quarter the fund opened 10 new positions and exited 15 — including a new stake in $MELI and a full exit from $SNDK. The portfolio is most concentrated in Technology (35.5% of disclosed assets). All figures are sourced directly from JOHN G ULLMAN & ASSOCIATES INC’s Form 13F-HR filing with the SEC under CIK 919530.
AI Fund Analysis
StableSector Allocation
TechnologyUtilitiesIndustrialsMaterialsHealthcareEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 72.7#220
Quality
$43.5M319,742 sh - $40.8M120,778 sh
- 65.9#553
Quality
$32.8M250,719 sh - 72.3
Quality
$24.9M320,574 sh - 57.8
Quality
$23.3M485,435 sh - —
Quality
$19.9M95,325 sh - 86.4
Quality
$18.0M58,205 sh - 61.8
Quality
$17.8M104,772 sh - 54.4
Quality
$17.0M125,662 sh - 70.9
Quality
$16.3M403,549 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CORNING INC /NY$GLW | 72.7#220 | $43.5M | 319,742 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $40.8M | 120,778 |
 EMERSON ELECTRIC CO$EMR | 65.9#553 | $32.8M | 250,719 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $24.9M | 320,574 |
 OGE ENERGY CORP.$OGE | 57.8 | $23.3M | 485,435 |
 TE Connectivity plc$TEL | — | $19.9M | 95,325 |
 Broadcom Inc.$AVGO | 86.4 | $18.0M | 58,205 |
 EXXON MOBIL CORP$XOM | 61.8 | $17.8M | 104,772 |
 Bloom Energy Corp$BE | 54.4 | $17.0M | 125,662 |
 Essential Utilities, Inc.$WTRG | 70.9 | $16.3M | 403,549 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JOHN G ULLMAN & ASSOCIATES INC's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Technology
$267.4M
Utilities
$112.8M
Industrials
$82.7M
Materials
$68.2M
Healthcare
$62.5M
Energy
$60.2M
Consumer Discretionary
$28.6M
Communication Services
$19.8M
Full Holdings — JOHN G ULLMAN & ASSOCIATES INC (Q1 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GLW | CORNING INC /NY | $43.5M | 5.8% | -17% | 72.7 |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $40.8M | 5.4% | -5% | — |
| 3 | $EMR | EMERSON ELECTRIC CO | $32.8M | 4.3% | -10% | 65.9 |
| 4 | $CSCO | CISCO SYSTEMS, INC. | $24.9M | 3.3% | -3% | 72.3 |
| 5 | $OGE | OGE ENERGY CORP. | $23.3M | 3.1% | -3% | 57.8 |
| 6 | $TEL | TE Connectivity plc | $19.9M | 2.6% | -4% | — |
| 7 | $AVGO | Broadcom Inc. | $18.0M | 2.4% | -7% | 86.4 |
| 8 | $XOM | EXXON MOBIL CORP | $17.8M | 2.4% | -0% | 61.8 |
| 9 | $BE | Bloom Energy Corp | $17.0M | 2.3% | -5% | 54.4 |
| 10 | $WTRG | Essential Utilities, Inc. | $16.3M | 2.1% | -0% | 70.9 |
| 11 |  $NEE | NEXTERA ENERGY INC | $13.9M | 1.9% | -3% | 71.7 |
| 12 |  $SLB | SLB LIMITED/NV | $13.7M | 1.8% | -1% | 63.2 |
| 13 |  $ES | EVERSOURCE ENERGY | $13.4M | 1.8% | -1% | 67 |
| 14 |  $AMZN | AMAZON COM INC | $13.2M | 1.8% | -6% | 74.6 |
| 15 |  $D | DOMINION ENERGY, INC | $12.3M | 1.6% | +3% | 74.9 |
| 16 |  $MRK | Merck & Co., Inc. | $11.3M | 1.5% | -7% | 70.9 |
| 17 |  $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | $11.3M | 1.5% | -2% | 59.2 |
| 18 |  $AMT | AMERICAN TOWER CORP /MA/ | $10.9M | 1.4% | +3% | 69.8 |
| 19 |  $GNRC | GENERAC HOLDINGS INC. | $10.8M | 1.4% | -4% | 58.2 |
| 20 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $10.8M | 1.4% | -9% | 66.7 |
| 21 |  $MSFT | MICROSOFT CORP | $10.7M | 1.4% | -7% | 83.7 |
| 22 |  $LNN | LINDSAY CORP | $10.5M | 1.4% | +7% | 41.2 |
| 23 |  $CACI | CACI INTERNATIONAL INC /DE/ | $10.0M | 1.3% | -2% | 66.7 |
| 24 |  $EQT | EQT Corp | $9.5M | 1.3% | +3% | 83.3 |
| 25 |  $FLS | FLOWSERVE CORP | $9.2M | 1.2% | -10% | 66.2 |
| 26 |  $WDC | WESTERN DIGITAL CORP | $8.9M | 1.2% | -49% | 76.8 |
| 27 |  $BMY | BRISTOL MYERS SQUIBB CO | $8.8M | 1.2% | -4% | 70.1 |
| 28 |  $ASTE | ASTEC INDUSTRIES INC | $8.2M | 1.1% | -13% | 51.4 |
| 29 |  $ECG | Everus Construction Group, Inc. | $8.0M | 1.1% | -11% | 67 |
| 30 |  $DIS | Walt Disney Co | $8.0M | 1.1% | +12% | 68.9 |
| 31 |  $MDU | MDU RESOURCES GROUP INC | $7.8M | 1.0% | -3% | 31.6 |
| 32 |  $ITRI | ITRON, INC. | $7.2M | 1.0% | +37% | 64.4 |
| 33 |  $GRC | GORMAN RUPP CO | $7.0M | 0.9% | -1% | 62.1 |
| 34 |  $GVA | GRANITE CONSTRUCTION INC | $6.9M | 0.9% | -23% | 56.9 |
| 35 |  $HON | HONEYWELL INTERNATIONAL INC | $6.6M | 0.9% | -1% | 65.7 |
| 36 |  $NJR | NEW JERSEY RESOURCES CORP | $6.4M | 0.8% | -2% | 79.3 |
| 37 |  $VMC | Vulcan Materials CO | $6.2M | 0.8% | -8% | 66.6 |
| 38 |  $JAZZ | Jazz Pharmaceuticals plc | $6.2M | 0.8% | -5% | — |
| 39 |  $BCE | BCE INC | $6.1M | 0.8% | +4% | — |
| 40 |  $GOOG | Alphabet Inc. | $6.1M | 0.8% | -4% | 80.2 |
| 41 |  $PFE | PFIZER INC | $6.0M | 0.8% | +4% | 69 |
| 42 |  $INTC | INTEL CORP | $5.9M | 0.8% | -25% | 41.5 |
| 43 |  $EXP | EAGLE MATERIALS INC | $5.6M | 0.7% | +3% | 62.7 |
| 44 |  $EQNR | EQUINOR ASA | $5.5M | 0.7% | +1% | — |
| 45 |  $TMP | TOMPKINS FINANCIAL CORP | $5.4M | 0.7% | -17% | 62.3 |
| 46 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $5.4M | 0.7% | -7% | 63.7 |
| 47 |  $IDA | IDACORP INC | $5.2M | 0.7% | -5% | 62.6 |
| 48 |  $STT | STATE STREET CORP | $5.0M | 0.7% | -5% | 61.5 |
| 49 | — | VANECK VIETNAM ETF | $5.0M | 0.7% | -1% | — |
| 50 |  $SYY | SYSCO CORP | $5.0M | 0.7% | +1% | 58.4 |
| 51 |  $COHR | COHERENT CORP. | $4.9M | 0.7% | -26% | 64 |
| 52 |  $CIEN | CIENA CORP | $4.8M | 0.6% | -25% | 70.7 |
| 53 | $GOOG | Alphabet Inc. | $4.8M | 0.6% | -0% | 80.2 |
| 54 |  $LOW | LOWES COMPANIES INC | $4.5M | 0.6% | -4% | 63.5 |
| 55 |  $KDP | Keurig Dr Pepper Inc. | $4.5M | 0.6% | +7% | 63.1 |
| 56 |  $KNF | Knife River Corp | $4.4M | 0.6% | -5% | 45.8 |
| 57 |  $TWLO | TWILIO INC | $4.3M | 0.6% | +79% | 59.5 |
| 58 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $4.2M | 0.6% | -14% | 57.5 |
| 59 |  $EA | ELECTRONIC ARTS INC. | $4.0M | 0.5% | -3% | 71.1 |
| 60 |  $GSK | GSK plc | $4.0M | 0.5% | -8% | — |
| 61 | — | VANGUARD S&P 500 ETF | $4.0M | 0.5% | +0% | — |
| 62 |  $EHC | Encompass Health Corp | $3.9M | 0.5% | +47% | 68.9 |
| 63 |  $UTHR | UNITED THERAPEUTICS Corp | $3.8M | 0.5% | -9% | 80.1 |
| 64 |  $AAPL | Apple Inc. | $3.6M | 0.5% | -14% | 76.1 |
| 65 |  $BKH | BLACK HILLS CORP /SD/ | $3.5M | 0.5% | -1% | 53.1 |
| 66 |  $WTS | WATTS WATER TECHNOLOGIES INC | $3.3M | 0.4% | -2% | 70.7 |
| 67 |  $GEHC | GE HealthCare Technologies Inc. | $3.2M | 0.4% | -5% | 58.2 |
| 68 |  $HAL | HALLIBURTON CO | $3.2M | 0.4% | -2% | 50.9 |
| 69 |  $ABT | ABBOTT LABORATORIES | $3.0M | 0.4% | -3% | 67 |
| 70 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $2.9M | 0.4% | -4% | 74.6 |
| 71 |  $MELI | MERCADOLIBRE INC | $2.9M | 0.4% | NEW | 77.5 |
| 72 |  $GEV | GE Vernova Inc. | $2.9M | 0.4% | -6% | 70.1 |
| 73 |  $SNOW | Snowflake Inc. | $2.8M | 0.4% | -4% | 49.6 |
| 74 |  $SO | SOUTHERN CO | $2.5M | 0.3% | -0% | 65.1 |
| 75 |  $CCK | CROWN HOLDINGS, INC. | $2.4M | 0.3% | -4% | 61.9 |
| 76 |  $AZTA | Azenta, Inc. | $2.3M | 0.3% | +88% | 29.8 |
| 77 |  $ORCL | ORACLE CORP | $2.2M | 0.3% | -17% | 67.2 |
| 78 |  $OTTR | Otter Tail Corp | $2.2M | 0.3% | +2% | 55.2 |
| 79 |  $VNT | Vontier Corp | $2.1M | 0.3% | -1% | 60.5 |
| 80 |  $AGX | ARGAN INC | $2.1M | 0.3% | -4% | 79.2 |
| 81 | — | SKANSKA AB F SPONSORED ADR 1 A | $2.0M | 0.3% | -0% | — |
| 82 |  $WBS | WEBSTER FINANCIAL CORP | $1.9M | 0.3% | -1% | 60.2 |
| 83 |  $LLY | ELI LILLY & Co | $1.8M | 0.2% | -18% | 89.3 |
| 84 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $1.7M | 0.2% | -7% | 64.9 |
| 85 |  $SOLV | Solventum Corp | $1.7M | 0.2% | -7% | 55.7 |
| 86 |  $CRM | Salesforce, Inc. | $1.5M | 0.2% | -30% | 75.2 |
| 87 |  $A | AGILENT TECHNOLOGIES, INC. | $1.5M | 0.2% | -11% | 64.6 |
| 88 |  $LITE | Lumentum Holdings Inc. | $1.4M | 0.2% | -66% | 63.4 |
| 89 |  $PLNT | Planet Fitness, Inc. | $1.3M | 0.2% | +42% | 69.2 |
| 90 |  $CVX | CHEVRON CORP | $1.3M | 0.2% | -2% | 54.7 |
| 91 | — | VANGUARD FTSE EMERGING MARKETS | $1.3M | 0.2% | +0% | — |
| 92 | — | HYDRO ONE LTD F | $1.2M | 0.2% | +0% | — |
| 93 |  $YORW | YORK WATER CO | $1.1M | 0.1% | +0% | 59.2 |
| 94 |  $MHK | MOHAWK INDUSTRIES INC | $1.1M | 0.1% | NEW | 56.8 |
| 95 |  $WSBF | Waterstone Financial, Inc. | $1.1M | 0.1% | -3% | — |
| 96 |  $SHEL | Shell plc | $1.0M | 0.1% | +0% | — |
| 97 |  $BKNG | Booking Holdings Inc. | $1.0M | 0.1% | +21% | 55.3 |
| 98 |  $MTSI | MACOM Technology Solutions Holdings, Inc. | $1.0M | 0.1% | -12% | 70.6 |
| 99 |  $BP | BP PLC | $1.0M | 0.1% | +0% | — |
| 100 |  $EBMT | Eagle Bancorp Montana, Inc. | $1.0M | 0.1% | -13% | — |
| 101 |  $MRNA | Moderna, Inc. | $993,140 | 0.1% | -8% | 15.9 |
| 102 |  $JCI | Johnson Controls International plc | $981,994 | 0.1% | -7% | — |
| 103 |  $GILD | GILEAD SCIENCES, INC. | $974,843 | 0.1% | +0% | 77.8 |
| 104 |  $MU | MICRON TECHNOLOGY INC | $966,222 | 0.1% | -3% | 88.4 |
| 105 |  $RBB | RBB Bancorp | $866,553 | 0.1% | +0% | 56 |
| 106 |  $BDX | BECTON DICKINSON & CO | $849,042 | 0.1% | +98% | 50.7 |
| 107 |  $DUK | Duke Energy CORP | $838,409 | 0.1% | -1% | 64 |
| 108 | — | SELECT SECTOR UTI SELECT SPDR | $831,251 | 0.1% | -13% | — |
| 109 |  $LNT | ALLIANT ENERGY CORP | $810,888 | 0.1% | +0% | 56.7 |
| 110 |  $ADBE | ADOBE INC. | $790,010 | 0.1% | -73% | 80.4 |
| 111 |  $STX | Seagate Technology Holdings plc | $788,613 | 0.1% | +63% | — |
| 112 |  $EMA | EMERA INC | $755,539 | 0.1% | -8% | — |
| 113 |  $ILMN | ILLUMINA, INC. | $754,967 | 0.1% | -22% | 62.5 |
| 114 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $751,888 | 0.1% | -1% | — |
| 115 |  $AMGN | AMGEN INC | $747,681 | 0.1% | -76% | 79.5 |
| 116 |  $AOS | SMITH A O CORP | $731,934 | 0.1% | +14% | 66.7 |
| 117 |  $FISV | FISERV INC | $730,031 | 0.1% | +76% | 67.4 |
| 118 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $703,102 | 0.1% | -50% | 75.1 |
| 119 |  $PSX | Phillips 66 | $701,393 | 0.1% | +0% | 47.6 |
| 120 |  $CEG | Constellation Energy Corp | $679,136 | 0.1% | +0% | 62.5 |
| 121 |  $APTV | Aptiv PLC | $642,320 | 0.1% | +13% | — |
| 122 |  $HAE | HAEMONETICS CORP | $636,868 | 0.1% | -17% | 61.1 |
| 123 |  $MMM | 3M CO | $566,397 | 0.1% | +0% | 60.7 |
| 124 |  $CRUS | CIRRUS LOGIC, INC. | $564,018 | 0.1% | +0% | 75.3 |
| 125 |  $BRK.B | BERKSHIRE HATHAWAY INC | $560,185 | 0.1% | -38% | 64.5 |
| 126 |  $TDC | TERADATA CORP /DE/ | $543,356 | 0.1% | -17% | 69 |
| 127 |  $BUSE | FIRST BUSEY CORP /NV/ | $525,111 | 0.1% | -3% | 52.6 |
| 128 |  $CHWY | Chewy, Inc. | $523,800 | 0.1% | NEW | 61.3 |
| 129 |  $AQN | ALGONQUIN POWER & UTILITIES CORP. | $521,246 | 0.1% | -1% | — |
| 130 |  $ITW | ILLINOIS TOOL WORKS INC | $514,073 | 0.1% | -9% | 71.2 |
| 131 |  $FELE | FRANKLIN ELECTRIC CO INC | $497,718 | 0.1% | +0% | 54.1 |
| 132 |  $AGCO | AGCO CORP /DE | $475,067 | 0.1% | +0% | 50.7 |
| 133 |  $OCFC | OCEANFIRST FINANCIAL CORP | $456,412 | 0.1% | -6% | — |
| 134 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $444,361 | 0.1% | +0% | 75.4 |
| 135 |  $ITT | ITT INC. | $437,266 | 0.1% | +0% | 63.1 |
| 136 |  $SOLS | Solstice Advanced Materials Inc. | $437,158 | 0.1% | -3% | — |
| 137 |  $NWFL | NORWOOD FINANCIAL CORP | $435,416 | 0.1% | +17% | 62 |
| 138 | — | VANGUARD TOTAL STOCK MARKET ET | $434,377 | 0.1% | +0% | — |
| 139 | — | NATIONAL BANK OF CANADA ORD | $419,260 | 0.1% | -3% | — |
| 140 |  $MOS | MOSAIC CO | $401,625 | 0.1% | NEW | 54.3 |
| 141 |  $DGX | QUEST DIAGNOSTICS INC | $398,231 | 0.1% | +5% | 69.1 |
| 142 |  $KO | COCA COLA CO | $396,753 | 0.1% | +0% | 74 |
| 143 |  $TPC | TUTOR PERINI CORP | $385,950 | 0.1% | +0% | 61.9 |
| 144 |  $SHW | SHERWIN WILLIAMS CO | $368,632 | 0.1% | +0% | 65.3 |
| 145 |  $GE | GENERAL ELECTRIC CO | $368,333 | 0.1% | -16% | 74.8 |
| 146 | — | ISHS MSCI EMERG MRKT MIN VOL F | $336,596 | 0.0% | -2% | — |
| 147 |  $XYL | Xylem Inc. | $332,210 | 0.0% | -2% | 65.6 |
| 148 | — | VANGUARD INFORMATION TECHNOLOG | $310,485 | 0.0% | +0% | — |
| 149 |  $ETN | Eaton Corp plc | $310,458 | 0.0% | +0% | — |
| 150 |  $PYPL | PayPal Holdings, Inc. | $306,659 | 0.0% | -82% | 70.5 |
| 151 |  $BAX | BAXTER INTERNATIONAL INC | $298,922 | 0.0% | NEW | 45.7 |
| 152 |  $WEC | WEC ENERGY GROUP, INC. | $297,066 | 0.0% | +0% | 67 |
| 153 |  $MANH | MANHATTAN ASSOCIATES INC | $296,192 | 0.0% | -82% | 70.1 |
| 154 | — | ISHARES BIOTECHNOLOGY ETF | $287,045 | 0.0% | +0% | — |
| 155 |  $ACVA | ACV Auctions Inc. | $281,044 | 0.0% | +0% | 51.5 |
| 156 |  $CAT | CATERPILLAR INC | $280,550 | 0.0% | NEW | 67.8 |
| 157 | — | SPDR S&P REGIONAL BANKING ETF | $280,145 | 0.0% | +0% | — |
| 158 |  $XRAY | DENTSPLY SIRONA Inc. | $269,120 | 0.0% | NEW | 37 |
| 159 |  $PCYO | PURE CYCLE CORP | $264,578 | 0.0% | NEW | 45.9 |
| 160 |  $CRH | CRH PUBLIC LTD CO | $262,800 | 0.0% | +0% | — |
| 161 | — | INVSC WATER RESC PORTFOLIO ETF | $262,091 | 0.0% | +0% | — |
| 162 |  $NVDA | NVIDIA CORP | $240,126 | 0.0% | -14% | 90.2 |
| 163 |  $ABBV | AbbVie Inc. | $234,454 | 0.0% | +2% | 59.3 |
| 164 |  $GS | GOLDMAN SACHS GROUP INC | $224,187 | 0.0% | -1% | — |
| 165 | — | FIDELITY ENHANCED SMALL CAP ET | $222,319 | 0.0% | +0% | — |
| 166 |  $MXF | MEXICO FUND INC | $221,858 | 0.0% | +0% | — |
| 167 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $218,751 | 0.0% | +0% | — |
| 168 |  $FTS | Fortis Inc. | $217,215 | 0.0% | +0% | — |
| 169 |  $VZ | VERIZON COMMUNICATIONS INC | $215,258 | 0.0% | NEW | 71.6 |
| 170 | — | ROCHE HLDG LTD F SPONSORED ADR | $213,753 | 0.0% | -19% | — |
| 171 |  $APH | AMPHENOL CORP /DE/ | $208,983 | 0.0% | +0% | 80.5 |
| 172 |  $ASRV | AMERISERV FINANCIAL INC /PA/ | $166,466 | 0.0% | +0% | 51.2 |
| 173 |  $PCT | PureCycle Technologies, Inc. | $80,964 | 0.0% | NEW | 26.6 |
| 174 | — | AVALON ADVANCED MATERIALS INC | $740 | 0.0% | +0% | — |
New Positions (10)
$MELI MERCADOLIBRE INC$2.9M$MHK MOHAWK INDUSTRIES INC$1.1M$CHWY Chewy, Inc.$523,800$MOS MOSAIC CO$401,625$BAX BAXTER INTERNATIONAL INC$298,922$CAT CATERPILLAR INC$280,550$XRAY DENTSPLY SIRONA Inc.$269,120$PCYO PURE CYCLE CORP$264,578$VZ VERIZON COMMUNICATIONS INC$215,258$PCT PureCycle Technologies, Inc.$80,964Exited Positions (15)
$SNDK Sandisk Corp
$TXN TEXAS INSTRUMENTS INC
$LH LABCORP HOLDINGS INC.
$IQV IQVIA HOLDINGS INC.
$GM General Motors Co
$PANW Palo Alto Networks Inc
$GABC GERMAN AMERICAN BANCORP, INC.
$ALB ALBEMARLE CORP
$FE FIRSTENERGY CORP
$META Meta Platforms, Inc.
$ROP ROPER TECHNOLOGIES INC
$NVS NOVARTIS AG VANGUARD VALUE ETF - ETF
$JPM JPMORGAN CHASE & CO
$GT GOODYEAR TIRE & RUBBER CO /OH/Browse Top Institutional Investors
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