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JOHN G ULLMAN & ASSOCIATES INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JOHN G ULLMAN & ASSOCIATES INC
报告期 2026-03-31 · CIK 0000919530
持仓数
174
前50大市值合计
$588.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 148 项
建仓 13
增持 48
减持 82
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
EXXON MOBIL CORP
-$12.0M
113,598
-49%
减持
PFE
PFIZER INC
-$7.0M
592,521
-2%
减持
EMR
EMERSON ELEC CO
-$4.4M
375,953
-3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AMZN
AMAZON.COM INC
+$3.6M
75,090
+50%
增持
EQNR
EQUINOR ADR REP ORD
+$3.4M
177,500
+283%
清仓
—
REGENERON PHARMS INC
-$3.1M
0
-100%
增持
INTC
INTEL CORP
+$3.1M
333,450
+13%
增持
DIS
WALT DISNEY CO
+$3.0M
82,116
+36%
增持
AMT
AMERICAN TOWER CORP
+$2.5M
36,515
+57%
增持
—
DOMINION ENERGY INC
+$2.5M
88,403
+125%
减持
TSM
TAIWAN SEMICONDUCTR F SPONSORE
+$2.5M
140,902
-1%
减持
SLB
SCHLUMBERGER LTD F
-$2.4M
295,437
-7%
增持
LITE
LUMENTUM HOLDINGS INC
+$2.4M
121,566
+51%
减持
GLW
CORNING INC
+$2.0M
757,433
-2%
建仓
UTHR
UNITED THERAPEUTICS CORPORATIO
+$1.9M
8,425
增持
SYY
SYSCO CORP
+$1.9M
32,035
+314%
减持
—
TE CONNECTIVITY LTD F
+$1.6M
114,234
-2%
减持
BMY
BRISTOL-MYERS SQUIBB
-$1.6M
367,497
-2%
减持
MSFT
MICROSOFT CORP
+$1.5M
35,884
-3%
建仓
MCO
MOODYS ORD
+$1.5M
4,950
减持
OGE
OGE ENERGY CORP
-$1.5M
589,832
-1%
减持
—
CISCO SYSTEMS INC
+$1.5M
384,565
-2%
增持
VNT
VONTIER CORP
+$1.3M
69,497
+113%
减持
—
AMERICAN SOFTWARE INC
-$1.2M
459,156
-4%
增持
IBM
IBM CORP
-$1.2M
131,637
+1%
增持
BAX
BAXTER INTERNATIONAL INC
+$1.2M
63,184
+132%
减持
BKH
BLACK HILLS CORP
-$1.1M
127,530
-2%
增持
—
APTIV ORD
+$1.1M
14,500
+161%
减持
HON
HONEYWELL INTL INC
-$957.0K
35,640
-2%
增持
GE
GENERAL ELECTRIC CO
+$913.0K
27,567
+34%
增持
TMP
TOMPKINS FINANCIAL CORP TMP
-$907.0K
119,330
+5%
增持
—
VMWARE INC
+$905.0K
42,550
+19%
减持
LNN
LINDSAY CORP
-$902.0K
61,700
-2%
建仓
BYD
BOYD GAMING CORP COM
+$882.0K
13,750
增持
BCE
BCE INC
+$851.0K
245,420
+6%
减持
AVGO
BROADCOM LTD AVGO
+$830.0K
10,649
-1%
增持
AQN
ALGONQUIN POWER & UTILITIES CO
+$792.0K
215,750
+38%
清仓
—
EVOQUA WATER TECHNOLOGIES CORP
-$788.0K
0
-100%
减持
—
DENTSPLY SIRONA INC
+$773.0K
125,460
-4%
减持
HE
HAWAIIAN ELECTRIC INDUSTRIES
-$728.0K
194,057
-1%
增持
ARCB
ARCBEST ORD
+$701.0K
22,550
+14%
建仓
GEHC
GE HEATHCARE TECHNOLOGY
+$690.0K
8,416
增持
AAPL
APPLE INC
+$657.0K
18,468
+0%
建仓
WSBF
WATERSTONE FINANCIAL ORD
+$650.0K
42,947
减持
—
NVIDIA CORP
+$567.0K
4,365
-1%
增持
WDC
WESTERN DIGITAL CORP
+$567.0K
60,600
+11%
减持
—
HORIZON THERAPEUTICS PLC
-$539.0K
81,987
-2%
减持
MRK
MERCK & CO INC
-$537.0K
101,691
-1%
减持
LECO
LINCOLN ELECTRIC HOLDINGS ORD
+$528.0K
22,650
-1%
增持
RBB
RBB BANCORP
+$517.0K
117,773
+88%
增持
NRG
NRG ENERGY INC NRG
+$513.0K
32,450
+72%
增持
QDEL
QUIDEL CORPORATION
+$506.0K
31,681
+17%
减持
GVA
GRANITE CONSTRUCTION
+$504.0K
133,215
-6%
减持
EXP
EAGLE MATERIALS INC
+$496.0K
40,500
-1%
增持
AZTA
AZENTA ORD
-$490.0K
41,413
+3%
增持
COHR
COHERENT CORP
+$448.0K
43,100
+27%
增持
EQIX
EQUINIX REIT ORD
+$438.0K
6,150
+1%
增持
HAL
HALLIBURTON CO HLDG
+$410.0K
126,670
+39%
减持
—
FLOWSERVE CORP
+$409.0K
176,740
-3%
增持
SNOW
SNOWFLAKE INC.
+$402.0K
6,750
+52%
减持
NJR
NEW JERSEY RESOURCES CORPORATI
+$402.0K
137,063
-1%
减持
WTS
WATTS WATER TECH INC CLASS A
+$395.0K
21,875
-3%
减持
FISV
FISERV INC
+$391.0K
46,955
-3%
减持
—
ARGAN INC
+$369.0K
170,965
-4%
增持
—
VANECK VIETNAM ETF
+$359.0K
195,400
+14%
增持
GRC
GORMAN RUPP ORD
+$339.0K
80,958
+23%
减持
NVS
NOVARTIS AG
-$319.0K
188,045
-3%
增持
KO
THE COCA-COLA CO
+$307.0K
11,420
+81%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$293.0K
15,144
-1%
减持
A
AGILENT TECHNOLOGIES INC
-$291.0K
21,777
-1%
减持
ABT
ABBOTT LABORATORIES
-$278.0K
30,944
-0%
减持
AMGN
AMGEN INC.
-$265.0K
11,088
-1%
增持
GSK
GSK PLC ADR
+$260.0K
77,420
+9%
清仓
—
SPDR S&P REGIONAL BANKING ETF
-$253.0K
0
-100%
建仓
—
IPG PHOTONICS CORP
+$250.0K
2,025
增持
—
PAYPAL HOLDINGS INCORPOR
+$247.0K
41,835
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$247.0K
12,350
+2%
建仓
WAL
WESTERN ALLIANCE ORD
+$245.0K
6,900
减持
—
SUMMIT MATERIALS CL A ORD
-$244.0K
139,667
-6%
建仓
—
ABBVIE INC
+$236.0K
1,479
减持
—
ORACLE CORP
+$229.0K
21,888
-1%
减持
ITRI
ITRON INC
+$218.0K
65,506
-3%
减持
—
J P MORGAN CHASE & CO
-$210.0K
42,340
-1%
减持
—
EATON CORP PLC F
+$207.0K
16,900
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$207.0K
1,037
建仓
—
ITT INC
+$207.0K
2,400
清仓
HD
HOME DEPOT INC
-$205.0K
0
-100%
建仓
—
VERIZON COMMUNICATN
+$204.0K
5,251
建仓
—
HOLOGIC INC
+$202.0K
2,500
清仓
FE
FIRSTENERGY CORP
-$201.0K
0
-100%
减持
—
AVANGRID INC
-$187.0K
47,890
-2%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$180.0K
2,188
+36%
增持
EA
ELECTRONIC ARTS INC EA
+$175.0K
22,500
+8%
减持
—
AECOM TECHNOLOGY CORP
-$174.0K
83,892
-2%
增持
—
CROSSFIRST BANKSHARES ORD
+$159.0K
56,513
+62%
减持
RHHBY
ROCHE HLDG AG F SPONSORED ADR
-$151.0K
13,350
-17%
减持
KBH
KB HOME ORD
+$150.0K
21,000
-4%
减持
CACI
CACI INTERNATIONAL INC
-$146.0K
19,964
-1%
减持
NXST
NEXSTAR BROADCASTING GROUP-A N
-$135.0K
31,250
-1%
减持
CFFI
C AND F FINANCIAL ORD
-$131.0K
17,380
-2%
减持
STT
STATE STREET ORD
-$124.0K
37,010
-2%
减持
CVX
CHEVRON CORP
-$115.0K
6,568
-1%
减持
LLY
LILLY ELI & CO
-$113.0K
3,968
-2%
建仓
PCYO
PURE CYCLE CORP
+$113.0K
12,000
减持
VOO
VANGUARD S&P 500 ETF
+$102.0K
8,240
-3%
增持
TXN
TEXAS INSTRUMENTS
+$93.0K
3,147
+6%
增持
EBMT
EAGLE BANCORP MONTANA INC
+$89.0K
28,951
+47%
增持
IR
INGERSOLL RAND INC
+$83.0K
13,102
+1%
减持
SKBSY
SKANSKA AB FSPONSORED ADR
-$81.0K
84,100
-3%
减持
RBKB
RHINEBECK BANCORP INC
-$78.0K
52,400
-0%
减持
KMI
KINDER MORGAN INC
-$67.0K
66,208
-2%
减持
BP
BP PLC F SPONSORED ADR 1 ADR R
+$65.0K
22,300
-0%
减持
—
CALAMP CORP
-$61.0K
41,400
-12%
减持
TDC
TERADATA CORP
+$58.0K
10,122
-3%
增持
—
COMCAST CORP CLASS A
+$56.0K
17,231
+1%
减持
ITW
ILLINOIS TOOL WORKS
+$55.0K
2,500
-1%
减持
POR
PORTLAND GENERAL ELECTRIC CO
-$54.0K
131,500
-1%
减持
SO
SOUTHERN CO
-$53.0K
25,800
-0%
减持
—
HEWLETT PACKARD ENTERPRI
-$52.0K
31,200
-9%
增持
MPC
MARATHON PETROLEUM CORP
+$50.0K
2,503
+2%
减持
CCK
CROWN HOLDINGS INC
-$49.0K
29,184
-3%
减持
MU
MICRON TECHNOLOGY
-$48.0K
3,563
-32%
减持
—
DUKE ENERGY CORP
-$47.0K
7,019
-0%
减持
DAN
DANA INC
-$47.0K
74,000
-4%
减持
PEG
PUB SVC ENTERPISE GP
+$45.0K
43,059
-0%
增持
JNJ
JOHNSON & JOHNSON
-$43.0K
2,292
+2%
减持
EEMV
ISHS MSCI EMERG MRKT MIN VOL F
-$42.0K
14,500
-8%
增持
HRI
HERC HOLDINGS ORD
+$37.0K
28,471
+17%
减持
HLN
HALEON PLC ADR
-$36.0K
229,062
-4%
减持
—
MA COM TECH SOLUTN
+$36.0K
6,150
-3%
减持
T
A T & T INC
+$35.0K
43,917
-0%
减持
AEP
AMER ELECTRIC PWR CO
-$35.0K
7,979
-0%
减持
—
FENTURA FINANCIAL INC
-$31.0K
23,750
-1%
减持
MDU
M D U RESOURCES GRP
-$30.0K
409,201
-1%
增持
—
NEXTERA ENERGY INC
-$26.0K
3,931
+0%
减持
GNRC
GENERAC HOLDINGS ORD
+$26.0K
8,950
-4%
减持
BE
BLOOM ENERGY CL A ORD
+$22.0K
65,590
-2%
减持
PSX
PHILLIPS 66
-$19.0K
3,950
-2%
减持
GILD
GILEAD SCIENCES INC
-$13.0K
3,950
-1%
增持
CEG
CONSTELLATION ENERGY ORD
-$13.0K
2,548
+3%
减持
—
THE MOSAIC CO
-$12.0K
4,906
-9%
增持
ELAN
ELANCO ANIMAL HEALTH INC
+$11.0K
17,500
+40%
减持
VIAV
VIAVI SOLUTIONS INC
-$11.0K
89,147
-4%
增持
—
SELECT SECTOR UTI SELECT SPDR
-$10.0K
6,518
+2%
减持
MBCN
MIDDLEFIELD BANC CORP
+$10.0K
27,170
-1%
减持
IDA
IDACORP INC
-$7.0K
42,068
-1%
减持
WEC
W E C ENERGY GROUP INC
+$1.0K
3,682
-1%
减持
ASTE
ASTEC INDUSTRIES INC
-$1.0K
45,300
-2%
