JOHN G ULLMAN & ASSOCIATES INC
JOHN G ULLMAN & ASSOCIATES INC runs JOHN G ULLMAN & ASSOCIATES INC and currently holds 181 stock positions, which is fewer than the average of 230 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 #275 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%.
181 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
GLW CORNING INC | 7.25% | $22.66 | $149.82 | +561.17% | Trimmed -26.86% |
TSM TAIWAN SEMICONDUCTOR M F SPONS | 6.25% | $60.88 | $418.87 | +588.03% | Trimmed -10.70% |
CSCO CISCO SYSTEMS INC | 4.51% | $41.91 | $111.04 | +164.95% | Trimmed -1.24% |
EMR EMERSON ELEC CO | 4.31% | $56.44 | $157.25 | +178.61% | Trimmed -0.96% |
OGE OGE ENERGY CORP | 2.71% | $32.35 | $45.62 | +41.02% | Trimmed -5.46% |
AVGO BROADCOM INC | 2.57% | $60.71 | $368.45 | +506.90% | Trimmed -3.54% |
TEL TE CONNECTIVITY PLC F | 2.30% | $150.99 | $203.62 | +34.86% | Trimmed -1.22% |
AMZN AMAZON.COM INC | 1.83% | $102.46 | $258.63 | +152.42% | Trimmed -0.01% |
BE BLOOM ENERGY CORP CLASS A | 1.81% | $12.39 | $201.42 | +1,525.67% | Trimmed -60.72% |
WTRG ESSENTIAL UTILS INC | 1.77% | $38.53 | $40.18 | +4.28% | Trimmed -5.78% |
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