JOHN G ULLMAN & ASSOCIATES INC 13F Portfolio
JOHN G ULLMAN & ASSOCIATES INC runs JOHN G ULLMAN & ASSOCIATES INC and currently holds 181 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $824.41M. Their top holdings are GLW, TSM, CSCO, EMR, OGE. The top five represent 25.0% of reported portfolio weight. JOHN G ULLMAN & ASSOCIATES INC ranks #270 out of 1000 investors tracked by Alpha Score. In the most recent quarter, JOHN G ULLMAN & ASSOCIATES INC initiated 3 new positions. They added to 25 existing positions. They trimmed 65 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$824.41M
Alpha Score
78.7
#270 of 1000
Holdings
181
JOHN G ULLMAN & ASSOCIATES INC Current 13F Holdings
Reported holdings from JOHN G ULLMAN & ASSOCIATES INC's latest SEC 13F filing, ranked by portfolio weight.
181 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GLW CORNING INC | 7.25% | $22.66 | $156.69 | +591.48% | Trimmed -26.86% |
 TSM TAIWAN SEMICONDUCTOR M F SPONS | 6.25% | $60.88 | $453.28 | +644.55% | Trimmed -10.70% |
 CSCO CISCO SYSTEMS INC | 4.51% | $41.91 | $118.39 | +182.49% | Trimmed -1.24% |
 EMR EMERSON ELEC CO | 4.31% | $56.44 | $161.82 | +186.71% | Trimmed -0.96% |
 OGE OGE ENERGY CORP | 2.71% | $32.35 | $46.50 | +43.72% | Trimmed -5.46% |
 AVGO BROADCOM INC | 2.57% | $60.71 | $361.54 | +495.52% | Trimmed -3.54% |
 TEL TE CONNECTIVITY PLC F | 2.30% | $150.99 | $218.29 | +44.57% | Trimmed -1.22% |
 AMZN AMAZON.COM INC | 1.83% | $102.46 | $262.43 | +156.13% | Trimmed -0.01% |
 BE BLOOM ENERGY CORP CLASS A | 1.81% | $12.39 | $280.18 | +2,161.34% | Trimmed -60.72% |
 WTRG ESSENTIAL UTILS INC | 1.77% | $38.53 | $38.98 | +1.17% | Trimmed -5.78% |
Showing 1-10 of 181