JOHN G ULLMAN & ASSOCIATES INC Q3 2019 Filing

Filed October 21, 2019

Portfolio Value

$550.6M

Holdings

144

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
1
EMREMERSON ELEC CO
621,807$41.6M7.55%
2
XOMEXXON MOBIL CORP
353,425$25.0M4.53%
3
GLWCORNING INC
848,915$24.2M4.40%
4
BMYBRISTOL-MYERS SQUIBB
415,228$21.1M3.82%
5
PFEPFIZER INC
460,373$16.5M3.00%
6
INTCINTEL CORP
303,646$15.6M2.84%
7
GVAGRANITE CONSTRUCTION
438,325$14.1M2.56%
8
NVSNNOVARTIS AG
158,125$13.7M2.50%
9
GSKGLAXOSMITHKLINE PLC
319,050$13.6M2.47%
10
MMM3M CO
82,423$13.6M2.46%
11
OGEOGE ENERGY CORP
283,968$12.9M2.34%
12
JNJJOHNSON & JOHNSON
93,498$12.1M2.20%
13
EEMVISHR EDG MSCI MIN VOL EMG MKT
207,239$11.8M2.15%
14
AMSWAUSDAMERICAN SOFTWARE INC
770,867$11.6M2.10%
15
XRAYDENTSPLY SIRONA INC
216,950$11.6M2.10%
16
BCEBCE INC
230,251$11.1M2.02%
17
FLSFLOWSERVE CORP
236,497$11.0M2.01%
18
MDUM D U RESOURCES GRP
389,297$11.0M1.99%
19
LNNLINDSAY CORP
118,148$11.0M1.99%
20
MSFTMICROSOFT CORP
69,868$9.7M1.76%
21
BNSBANK OF NOVA SCOTIA
160,500$9.1M1.66%
22
HONHONEYWELL INTL INC
48,182$8.2M1.48%
23
ABTABBOTT LABORATORIES
89,238$7.5M1.36%
24
TELTE CONNECTIVITY LTD F
78,600$7.3M1.33%
25
TMOTHERMO FISHER SCIENTIFIC INC
24,857$7.2M1.32%
26
MRKMERCK & CO INC
84,066$7.1M1.29%
27
IBMIBM CORP
48,005$7.0M1.27%
28
ADMARCHER DANIELS MIDLAND CO
149,750$6.2M1.12%
29
WTSWATTS WATER TECH INC CLASS A
65,425$6.1M1.11%
30
SLBSCHLUMBERGER LTD F
174,182$6.0M1.08%
31
INGERSOLL RAND PLC F
47,466$5.8M1.06%
32
INVSC S P GLOBAL WATER INDEX E
152,491$5.8M1.06%
33
ACMAECOM TECHNOLOGY CORP
151,150$5.7M1.03%
34
SPDR S&P EM MKTS SM CP
129,200$5.6M1.02%
35
IDAIDACORP INC
45,514$5.1M0.93%
36
DGXQUEST DIAGNOSTIC INC
47,436$5.1M0.92%
37
AZTABROOKS AUTOMATION
134,188$5.0M0.90%
38
LITELUMENTUM HOLDINGS INC
90,584$4.9M0.88%
39
LDELANDEC CORP
405,760$4.4M0.80%
40
EWAISHARES MSCI AUSTRALIA ETF
189,000$4.2M0.76%
41
DUKDUKE ENERGY CORP
42,753$4.1M0.74%
42
HALHALLIBURTON CO HLDG
210,400$4.0M0.72%
43
OCOWENS CORNING FIBERGLAS
59,756$3.8M0.69%
44
EWCISHARES MSCI CANADA ETF
128,833$3.7M0.68%
45
EPUISHARES:MSCI PERU
105,772$3.7M0.67%
46
XRXXEROX CORP
116,787$3.5M0.63%
47
AGXARGAN INC
88,700$3.5M0.63%
48
MOSTHE MOSAIC CO
164,600$3.4M0.61%
49
PEGPUB SVC ENTERPISE GP
53,185$3.3M0.60%
50
NEENEXTERA ENERGY INC
14,135$3.3M0.60%
51
CAMPEURCALAMP CORP
273,072$3.1M0.57%
52
EWSISHARES MSCI SINGAPORE ETF
120,800$2.8M0.51%
53
EAFEURGRAFTECH INTERNATIONAL LTD
207,164$2.7M0.48%
54
4DHDANA INC
179,800$2.6M0.47%
55
SWKSTANLEY BLACK & DECK
17,600$2.5M0.46%
56
ELANELANCO ANIMAL HEALTH INC
90,800$2.4M0.44%
57
ANETEURARISTA NETWORKS INC ANET
9,750$2.3M0.42%
58
AMGNAMGEN INC.
11,622$2.2M0.41%
59
HZNPHORIZON THERAPEUTICS PLC
79,552$2.2M0.39%
60
ASTEASTEC INDUSTRIES INC
64,400$2.0M0.36%
61
GEGENERAL ELECTRIC CO
217,279$1.9M0.35%
62
AAPLAPPLE INC
8,589$1.9M0.35%
63
ALPHABET INC. CLASS A
1,574$1.9M0.35%
64
BAXBAXTER INTERNATIONAL INC
21,576$1.9M0.34%
65
NBL2EURNOBLE ENERGY INC NBL
82,800$1.9M0.34%
66
DOWDOW CHEMICAL CO
36,592$1.7M0.32%
67
VIAVVIAVI SOLUTIONS INC
118,225$1.7M0.30%
68
ELMIRA SAVINGS BANK F S
113,855$1.6M0.29%
69
VOOVANGUARD S&P 500 ETF
5,615$1.5M0.28%
70
CNDTCONDUENT INC
225,870$1.4M0.26%
71
AGGISHARES CORE US AGGREGATE BOND
12,020$1.4M0.25%
72
CTVACORTEVA INC
48,291$1.4M0.25%
73
SIGNATURE BANK
11,300$1.3M0.24%
74
RHINVSC WILDERHILL CLEAN ENERGY
44,230$1.3M0.23%
75
ALCALCON INC
22,022$1.3M0.23%
76
NYCBEURNEW YORK COMMUNITY BANCORP INC
100,800$1.3M0.23%
77
CISCO SYSTEMS INC
24,100$1.2M0.22%
78
DDDUPONT
14,389$1.0M0.19%
79
DHRDANAHER CORP
7,100$1.0M0.19%
80
VANGUARD MATERIALS ETF
7,460$943K0.17%
81
TPCTUTOR PERINI CORP
64,950$931K0.17%
82
WMTWAL-MART STORES
7,665$910K0.17%
83
BSVVANGUARD SHORT-TERM BOND ETF
10,603$857K0.16%
84
ALPHABET INC. CLASS C
624$761K0.14%
85
BRK/BBERKSHIRE HATHAWAY CLASS B
3,652$760K0.14%
86
AOSA. O. SMITH CORP
15,000$716K0.13%
87
TSMTAIWAN SEMICONDUCTR F SPONSORE
13,500$627K0.11%
88
BLKBLACKROCK INC
1,400$624K0.11%
89
IQVIQVIA HOLDINGS INC
3,500$523K0.09%
90
DXCDXC TECHNOLOGY CO
17,100$504K0.09%
91
DISWALT DISNEY CO
3,737$487K0.09%
92
HPEHEWLETT PACKARD ENTERPRI
32,100$487K0.09%
93
CRUSCIRRUS LOGIC INC
9,000$482K0.09%
94
LHLAB CO OF AMER HLDG
2,824$474K0.09%
95
PSXPHILLIPS 66
4,585$470K0.09%
96
LLYLILLY ELI & CO
4,100$458K0.08%
97
SKANSKA AB ORDF
22,600$458K0.08%
98
COHRII-VI INC
12,600$444K0.08%
99
AGCOA G C O CORP
5,800$439K0.08%
100
MKSIMKS INSTRUMENTS INC MKSI
4,700$434K0.08%
Page 1 of 2Next