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JOHN G ULLMAN & ASSOCIATES INC 13F portfolio summary

JOHN G ULLMAN & ASSOCIATES INC of JOHN G ULLMAN & ASSOCIATES INC has 170 current stock holdings with a reported portfolio value of $754.3M. The portfolio 1 year return is +40.94%. Top holdings include GLW (5.79%), TSM (5.44%), EMR (4.38%), CSCO (3.31%), OGE (3.10%).

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JOHN G ULLMAN & ASSOCIATES INC

JOHN G ULLMAN & ASSOCIATES INC
Latest filing: 2026-03-31

JOHN G ULLMAN & ASSOCIATES INC runs JOHN G ULLMAN & ASSOCIATES INC and currently holds 170 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $754.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. JOHN G ULLMAN & ASSOCIATES INC ranks #564 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, JOHN G ULLMAN & ASSOCIATES INC's portfolio at JOHN G ULLMAN & ASSOCIATES INC has delivered returns of +40.94%. Their 3-year annualized return is +63.40%. Looking at the 5-year horizon, JOHN G ULLMAN & ASSOCIATES INC has achieved +59.97% annualized returns at JOHN G ULLMAN & ASSOCIATES INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+40.94%
#240/1000
3 Year
+63.40%
#594/1000
5 Year
+59.97%
#702/1000

Portfolio Value

$754.29M

Alpha Score

52.0

#564 of 1000

Holdings

170

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change