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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 35
减持 92
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
BMY
BRISTOL-MYERS SQUIBB
-$8.6M
227,815
-32%
减持
BCE
BCE INC
-$5.5M
56,832
-74%
减持
TSM
TAIWAN SEMICONDUCTR F SPONSORE
+$5.1M
148,717
-2%
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。
建仓
SOLV
SOLVENTUM ORD
+$3.8M
72,250
减持
GLW
CORNING INC
+$3.8M
703,431
-1%
建仓
CRM
SALESFORCE.COM INC
+$3.8M
14,700
减持
—
DENTSPLY SIRONA INC
-$3.6M
83,923
-51%
建仓
WTRG
ESSENTIAL UTILITIES ORD
+$3.6M
95,700
建仓
TDC
TERADATA CORP
+$3.4M
98,650
减持
—
ARGAN INC
-$3.2M
64,000
-59%
减持
AVGO
BROADCOM LTD AVGO
+$2.8M
10,914
-2%
减持
IBM
IBM CORP
-$2.4M
121,468
-1%
减持
—
AMERICAN SOFTWARE INC
-$2.4M
477,995
-19%
增持
—
JAZZ PHARMACEUTICALS ORD
+$2.4M
56,494
+87%
增持
INTC
INTEL CORP
-$2.4M
374,881
+18%
增持
AMT
AMERICAN TOWER CORP
+$2.2M
52,081
+31%
减持
SLB
SCHLUMBERGER LTD F
-$2.1M
260,004
-1%
增持
HAL
HALLIBURTON CO HLDG
+$2.0M
242,408
+54%
增持
BE
BLOOM ENERGY CL A ORD
+$1.9M
184,400
+566%
建仓
ILMN
ILLUMINA ORD
+$1.8M
16,950
减持
NVS
NOVARTIS AG
+$1.5M
177,248
-1%
减持
EMR
EMERSON ELEC CO
-$1.4M
301,347
-1%
减持
BAX
BAXTER INTERNATIONAL INC
-$1.3M
41,179
-35%
减持
HRI
HERC HOLDINGS ORD
-$1.2M
34,321
-0%
减持
—
CISCO SYSTEMS INC
-$1.2M
352,435
-2%
增持
DIS
WALT DISNEY CO
-$1.1M
88,289
+9%
增持
ES
EVERSOURCE ENERGY ES
+$1.1M
50,075
+72%
减持
—
SUMMIT MATERIALS CL A ORD
-$954.9K
110,174
-2%
增持
NTES
NETEASE ADR
+$952.9K
30,700
+60%
减持
COHR
COHERENT CORP
+$943.6K
82,000
-1%
减持
PBW
INVSC WILDERHILL CLEAN ENERGY
-$939.4K
53,700
-39%
减持
CHWY
CHEWY CL A ORD
+$936.8K
130,289
-21%
增持
TMP
TOMPKINS FINANCIAL CORP TMP
+$927.5K
123,727
+21%
减持
MRK
MERCK & CO INC
-$890.5K
97,471
-1%
增持
LITE
LUMENTUM HOLDINGS INC
+$888.6K
86,238
+17%
减持
MSFT
MICROSOFT CORP
+$834.1K
34,573
-0%
减持
—
INSTRUCTURE HOLDINGS ORD
-$832.9K
109,156
-31%
减持
CACI
CACI INTERNATIONAL INC
+$808.0K
16,859
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$788.9K
31,742
-1%
减持
WTS
WATTS WATER TECH INC CLASS A
-$777.1K
20,075
-4%
减持
ARCB
ARCBEST ORD
-$773.2K
21,025
-1%
减持
GEHC
GE HEATHCARE TECHNOLOGY
-$771.1K
56,692
-1%
减持
SYY
SYSCO CORP
-$761.3K
68,292
-2%
减持
AMZN
AMAZON.COM INC
+$761.3K
71,764
-1%
减持
OGE
OGE ENERGY CORP
+$754.8K
556,280
-0%
减持
KNF
KNIFE RIVER ORD
-$733.2K
61,072
-1%
建仓
GEV
GE VERNOVA INC
+$706.5K
4,119
减持
AAPL
APPLE INC
+$699.4K
18,255
-0%
减持
WDC
WESTERN DIGITAL CORP
+$694.0K
101,068
-1%
增持
ASTE
ASTEC INDUSTRIES INC
+$671.6K
81,743
+104%
增持
SNOW
SNOWFLAKE INC.
+$671.5K
17,450
+67%
增持
LOW
LOWE'S COS INC LOW
-$650.3K
22,441
+2%
减持
AZTA
AZENTA ORD
-$645.2K
80,493
-1%
减持
—
PAYPAL HOLDINGS INCORPOR
-$633.7K
44,185
-7%
增持
EQNR
EQUINOR ADR REP ORD
+$629.7K
38,800
+119%
减持
UTHR
UNITED THERAPEUTICS CORPORATIO
+$592.9K
7,450
-4%
减持
FISV
FISERV INC
-$528.0K
43,051
-1%
清仓
—
LAB CO OF AMER HLDG
-$509.4K
0
-100%
清仓
—
HEWLETT PACKARD ENTERPRI
-$505.3K
0
-100%
减持
VNT
VONTIER CORP
-$483.3K
64,647
-1%
建仓
LH
LAB CO OF AMER HLDG
+$481.1K
2,364
减持
—
TE CONNECTIVITY LTD F
+$475.1K
109,737
-1%
增持
ALB
ALBEMARLE CORP
+$471.9K
25,525
+71%
减持
GVA
GRANITE CONSTRUCTION
+$469.6K
106,460
-1%
减持
—
APTIV ORD
-$444.7K
9,350
-32%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$429.4K
13,470
-1%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ET
+$424.8K
1,588
减持
GSK
GSK PLC ADR
-$404.0K
85,780
-1%
增持
EQIX
EQUINIX REIT ORD
-$396.6K
6,070
+0%
减持
CFFI
C AND F FINANCIAL ORD
-$385.7K
9,850
-44%
减持
—
VANECK VIETNAM ETF
-$385.0K
216,100
-0%
建仓
MMM
3M CO
+$378.1K
3,700
减持
GRC
GORMAN RUPP ORD
-$368.6K
117,201
-1%
减持
ITRI
ITRON INC
+$337.0K
61,799
-1%
增持
EA
ELECTRONIC ARTS INC EA
+$334.6K
23,350
+6%
减持
A
AGILENT TECHNOLOGIES INC
-$324.1K
18,576
-1%
减持
ABT
ABBOTT LABORATORIES
-$318.3K
30,527
-1%
减持
GE
GENERAL ELECTRIC CO
-$305.9K
17,173
-1%
减持
—
ORACLE CORP
+$298.4K
21,355
-1%
增持
—
EXXON MOBIL CORP
+$274.3K
111,986
+3%
减持
LLY
LILLY ELI & CO
+$272.3K
3,358
-6%
增持
SWKS
SKYWORKS SOLUTIONS INC SWKS
+$268.4K
7,600
+52%
减持
PEG
PUB SVC ENTERPISE GP
+$265.9K
40,933
-1%
建仓
—
IPG PHOTONICS CORP
+$263.7K
3,125
减持
—
FLOWSERVE CORP
+$263.6K
152,350
-1%
减持
WBS
WEBSTER FINANCIAL ORD
-$258.9K
30,750
-2%
减持
NXST
NEXSTAR BROADCASTING GROUP-A N
-$248.2K
28,543
-1%
清仓
—
VANGUARD MATERIALS ETF
-$245.3K
0
-100%
建仓
DINO
HF SINCLAIR ORD
+$240.0K
4,500
清仓
TPC
TUTOR PERINI CORP
-$238.6K
0
-100%
建仓
—
CANADIAN WESTERN BK F
+$234.4K
7,400
清仓
—
ACCENTURE PLC F CLASS A
-$228.4K
0
-100%
减持
GNRC
GENERAC HOLDINGS ORD
+$226.7K
50,775
-1%
清仓
—
FIRST OF LONG ISLAND CORP
-$225.8K
0
-100%
清仓
—
ABBVIE INC
-$222.2K
0
-100%
清仓
—
CRH ADR REPSG 1 ORD
-$215.7K
0
-100%
建仓
VGT
VANGUARD INFORMATION TECHNOLOG
+$215.6K
374
减持
STT
STATE STREET ORD
-$201.1K
44,834
-1%
减持
PFE
PFIZER INC
-$182.1K
343,265
-3%
减持
HON
HONEYWELL INTL INC
+$175.1K
32,269
-1%
增持
SO
SOUTHERN CO
+$173.1K
26,093
+1%
减持
MDU
M D U RESOURCES GRP
-$165.6K
406,609
-1%
减持
CCK
CROWN HOLDINGS INC
-$163.8K
27,939
-1%
增持
BKH
BLACK HILLS CORP
+$158.4K
59,984
+6%
减持
LNN
LINDSAY CORP
+$157.4K
57,559
-2%
减持
MCO
MOODYS ORD
+$155.6K
10,507
-3%
建仓
RIVN
RIVIAN AUTOMOTIVE CL A ORD
+$147.6K
11,000
减持
KO
THE COCA-COLA CO
-$146.4K
5,689
-32%
减持
AGCO
A G C O CORP
-$125.4K
4,500
-2%
减持
WSBF
WATERSTONE FINANCIAL ORD
-$124.2K
34,272
-26%
减持
MRNA
MODERNA INC
+$121.2K
11,250
-1%
减持
BCV
BANCROFT FUND LTD
-$104.4K
96,522
-5%
清仓
PCYO
PURE CYCLE CORP
-$95.0K
0
-100%
减持
NJR
NEW JERSEY RESOURCES CORPORATI
-$90.1K
129,828
-1%
减持
—
COMCAST CORP CLASS A
-$86.9K
16,228
-3%
减持
KMI
KINDER MORGAN INC
+$82.5K
58,720
-1%
减持
TXN
TEXAS INSTRUMENTS
+$82.2K
4,472
-1%
减持
NWFL
NORWOOD FINANCIAL CORP
-$79.6K
21,907
-6%
增持
VIAV
VIAVI SOLUTIONS INC
-$79.2K
116,350
+20%
增持
—
ALPHABET INC. CLASS A
+$67.1K
1,903
+3%
增持
TYG
TORTOISE ENERGY INF CORP
+$66.5K
15,241
+1%
增持
EBMT
EAGLE BANCORP MONTANA INC
+$63.7K
55,192
+6%
减持
—
AECOM TECHNOLOGY CORP
-$63.2K
2,900
-11%
增持
AQN
ALGONQUIN POWER & UTILITIES CO
+$54.8K
73,300
+24%
减持
IR
INGERSOLL RAND INC
-$48.3K
8,287
-2%
增持
DAN
DANA INC
-$42.5K
97,412
+1%
减持
MU
MICRON TECHNOLOGY
+$42.3K
3,963
-2%
减持
VOO
VANGUARD S&P 500 ETF
+$39.1K
8,298
-3%
减持
FTS
FORTIS ORD
-$39.0K
5,200
-15%
增持
GT
GOODYEAR TIRE & RUBR CO COM
-$35.3K
17,700
+3%
减持
ASRV
AMERISERV FINANCIAL INC
-$33.4K
47,015
-12%
减持
T
A T & T INC
+$33.2K
26,282
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
+$30.0K
27,669
-2%
增持
CIEN
CIENA CORP
+$27.2K
17,500
+6%
减持
RBB
RBB BANCORP
+$26.8K
46,950
-1%
增持
HD
HOME DEPOT INC
-$24.5K
649
+0%
减持
POR
PORTLAND GENERAL ELECTRIC CO
-$23.0K
134,143
-3%
增持
—
SELECT SECTOR UTI SELECT SPDR
+$21.2K
6,767
+1%
减持
FE
FIRSTENERGY CORP
-$21.2K
5,400
-8%
增持
—
VERIZON COMMUNICATN
+$20.3K
5,350
+12%
减持
OCFC
OCEANFIRST FINANCIAL ORD
-$18.2K
22,300
-2%
减持
IDA
IDACORP INC
-$17.3K
40,693
-1%
增持
—
JOHNSON CONTROLS INTER F
+$17.1K
7,579
+2%
减持
RHHBY
ROCHE HLDG AG F SPONSORED ADR
-$17.1K
7,700
-13%
减持
IBB
ISHARES:BIOTECHNOLOGY
-$13.7K
1,600
-6%
增持
GILD
GILEAD SCIENCES INC
+$13.5K
4,978
+11%
减持
RBKB
RHINEBECK BANCORP INC
-$11.9K
15,900
-2%
增持
—
EATON CORP PLC F
+$9.8K
869
+3%
减持
—
DOMINION ENERGY INC
-$4.0K
15,278
-0%
减持
SKBSY
SKANSKA AB FSPONSORED ADR
+$3.3K
78,300
-1%
