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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 46
增持 17
减持 39
清仓 48
方向
标的
Δ市值
现股数(环比)
建仓
—
BROADCOM INC
+$18.3M
105,940
清仓
AVGO
BROADCOM LTD AVGO
-$17.5M
0
-100%
清仓
—
TE CONNECTIVITY LTD F
-$16.5M
0
-100%
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
—
TE CONNECTIVITY PLC F
+$16.4M
108,637
建仓
—
EXXON MOBIL CORP
+$13.1M
111,381
清仓
—
EXXON MOBIL CORP
-$12.9M
0
-100%
清仓
MRK
MERCK & CO INC
-$12.1M
0
-100%
建仓
—
AMERICAN TOWER CORP NEW REIT
+$11.6M
49,871
建仓
—
MERCK & CO. INC.
+$11.1M
97,472
清仓
AMT
AMERICAN TOWER CORP
-$10.1M
0
-100%
建仓
—
ESSENTIAL UTILS INC
+$8.2M
212,122
建仓
—
COHERENT CORP
+$7.2M
80,950
建仓
VMC
VULCAN MATLS CO
+$6.4M
25,650
清仓
—
JAZZ PHARMACEUTICALS ORD
-$6.0M
0
-100%
清仓
COHR
COHERENT CORP
-$5.9M
0
-100%
减持
HAL
HALLIBURTON CO
-$5.8M
80,508
-67%
减持
IBM
IBM CORP
+$5.6M
120,493
-1%
建仓
—
HERC HLDGS INC
+$5.4M
33,871
建仓
—
EQUINIX INC REIT
+$5.3M
6,020
建仓
—
GE HEALTHCARE TECHNOLOGI
+$5.2M
55,481
建仓
—
JAZZ PHARMACEUTICALS P F
+$5.0M
45,094
清仓
NXST
NEXSTAR BROADCASTING GROUP-A N
-$4.7M
0
-100%
建仓
—
NEXSTAR MEDIA GROUP INC
+$4.7M
28,343
清仓
EQIX
EQUINIX REIT ORD
-$4.6M
0
-100%
清仓
HRI
HERC HOLDINGS ORD
-$4.6M
0
-100%
清仓
MCO
MOODYS ORD
-$4.4M
0
-100%
清仓
GEHC
GE HEATHCARE TECHNOLOGY
-$4.4M
0
-100%
建仓
—
TERADATA CORP DEL
+$4.4M
144,850
减持
—
ARGAN INC
-$4.2M
4,400
-93%
清仓
SOLV
SOLVENTUM ORD
-$3.8M
0
-100%
清仓
CRM
SALESFORCE.COM INC
-$3.8M
0
-100%
建仓
—
SALESFORCE INC
+$3.8M
13,800
清仓
WTRG
ESSENTIAL UTILITIES ORD
-$3.6M
0
-100%
清仓
CHWY
CHEWY CL A ORD
-$3.5M
0
-100%
增持
—
VANECK VIETNAM ETF
+$3.5M
480,517
+122%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$3.4M
0
-100%
建仓
—
GSK PLC ADR F SPONSORED ADR 1
+$3.4M
84,120
清仓
TDC
TERADATA CORP
-$3.4M
0
-100%
建仓
—
EVERSOURCE ENERGY
+$3.3M
48,800
建仓
—
MODERNA INC
+$3.3M
49,650
清仓
GSK
GSK PLC ADR
-$3.3M
0
-100%
建仓
—
ZIMMER BIOMET HLDGS INC
+$3.2M
29,812
增持
—
DENTSPLY SIRONA INC
+$3.1M
193,006
+130%
清仓
NTES
NETEASE ADR
-$2.9M
0
-100%
减持
GLW
CORNING INC
+$2.9M
669,877
-5%
清仓
ES
EVERSOURCE ENERGY ES
-$2.8M
0
-100%
建仓
—
AGILENT TECHNOLOGIES INC
+$2.7M
18,426
建仓
—
UNITED THERAPEUTICS CORP
+$2.7M
7,435
减持
NVS
NOVARTIS AG
-$2.6M
141,466
-20%
增持
ALB
ALBEMARLE CORP
+$2.6M
53,129
+108%
清仓
—
INSTRUCTURE HOLDINGS ORD
-$2.6M
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$2.4M
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORPORATIO
-$2.4M
0
-100%
建仓
—
INVSC WILDERHILL CLEAN ENERGY
+$2.4M
117,600
减持
OGE
OGE ENERGY CORP
+$2.3M
540,580
-3%
建仓
—
ARCBEST CORP
+$2.3M
20,975
清仓
ARCB
ARCBEST ORD
-$2.3M
0
-100%
建仓
—
SOLVENTUM CORP
+$2.1M
29,900
增持
ASTE
ASTEC INDUSTRIES INC
+$1.9M
134,314
+64%
建仓
—
AVANTOR INC
+$1.9M
72,000
建仓
—
BCE INC F
+$1.8M
53,023
清仓
BCE
BCE INC
-$1.8M
0
-100%
减持
GVA
GRANITE CONSTR INC
+$1.8M
105,960
-0%
减持
—
CISCO SYSTEMS INC
+$1.7M
346,548
-2%
增持
INTC
INTEL CORP
-$1.5M
429,770
+15%
增持
SLB
SCHLUMBERGER LTD F
+$1.5M
328,704
+26%
增持
SNOW
SNOWFLAKE INC CLASS A
+$1.5M
33,350
+91%
建仓
—
ACV AUCTIONS INC CLASS A
+$1.3M
66,284
清仓
MRNA
MODERNA INC
-$1.3M
0
-100%
建仓
—
WATERSTONE FINL INC MD
+$1.3M
90,826
建仓
—
KINDER MORGAN INC DEL
+$1.3M
58,420
减持
GNRC
GENERAC HLDGS INC
+$1.3M
50,275
-1%
减持
BMY
BRISTOL-MYERS SQUIBB
-$1.3M
158,350
-30%
建仓
—
APTIV PLC F
+$1.2M
16,850
清仓
ACVA
ACV AUCTIONS CL A ORD
-$1.2M
0
-100%
清仓
KMI
KINDER MORGAN INC
-$1.2M
0
-100%
建仓
—
EQUINOR ASA F SPONSORED ADR 1
+$1.2M
46,050
增持
LITE
LUMENTUM HOLDINGS INC
+$1.2M
87,670
+2%
减持
WDC
WESTERN DIGITAL CORP
-$1.2M
95,218
-6%
减持
KNF
KNIFE RIVER ORD
+$1.1M
60,618
-1%
清仓
EQNR
EQUINOR ADR REP ORD
-$1.1M
0
-100%
清仓
PBW
INVSC WILDERHILL CLEAN ENERGY
-$1.1M
0
-100%
建仓
—
RBB BANCORP
+$1.1M
46,850
增持
—
PAYPAL HLDGS INC
+$1.0M
46,180
+5%
减持
LOW
LOWES COS INC
+$1.0M
22,016
-2%
减持
MSFT
MICROSOFT CORP
-$1.0M
33,576
-3%
建仓
—
GE VERNOVA INC
+$1.0M
3,929
建仓
—
EAGLE BANCORP MONT INC
+$988.0K
62,574
减持
TMP
TOMPKINS FINL CORP
+$928.8K
120,765
-2%
清仓
RBB
RBB BANCORP
-$883.1K
0
-100%
增持
AQN
ALGONQUIN PWR & UTILS F
+$868.8K
238,229
+225%
减持
TMO
THERMO FISHER SCIENTIFIC
+$836.8K
13,395
-1%
减持
MDU
M D U RESOURCES GRP
+$834.4K
402,782
-1%
清仓
SWKS
SKYWORKS SOLUTIONS INC SWKS
-$810.0K
0
-100%
清仓
IR
INGERSOLL RAND INC
-$752.8K
0
-100%
建仓
—
SKYWORKS SOLUTIONS INC
+$750.7K
7,600
减持
TSM
TAIWAN SEMICONDUCTOR M F SPONS
-$741.6K
144,567
-3%
减持
FISV
FISERV INC
+$740.0K
39,835
-7%
清仓
EBMT
EAGLE BANCORP MONTANA INC
-$732.4K
0
-100%
清仓
GEV
GE VERNOVA INC
-$706.5K
0
-100%
减持
—
LOGILITY SUPPLY CHAIN
+$697.4K
452,325
-5%
建仓
—
CROSSFIRST BANKSHARES IN
+$660.1K
39,552
清仓
—
APTIV ORD
-$658.4K
0
-100%
减持
CACI
CACI INTL INC CLASS A
+$649.3K
15,659
-7%
减持
EMR
EMERSON ELEC CO
-$646.5K
297,613
-1%
建仓
—
CONSTELLATION ENERGY COR
+$640.9K
2,465
清仓
—
COMCAST CORP CLASS A
-$635.5K
0
-100%
增持
SYY
SYSCO CORP
+$635.0K
70,592
+3%
减持
PEG
PUBLIC SVC ENTERPRISE GR
+$617.0K
40,733
-0%
建仓
—
AMERISERV FINL INC
+$612.2K
234,577
减持
STT
STATE STR CORP
+$604.5K
44,334
-1%
建仓
—
TORTOISE ENERGY INFRASTR
+$598.2K
15,241
建仓
—
C & F FINL CORP
+$586.4K
10,050
减持
CCK
CROWN HLDGS INC
+$581.2K
27,739
-1%
增持
BE
BLOOM ENERGY CORP CLASS A
+$573.0K
268,000
+45%
清仓
—
CROSSFIRST BANKSHARES ORD
-$561.5K
0
-100%
建仓
—
M & T BK CORP
+$553.2K
3,106
减持
—
ORACLE CORP
+$538.4K
20,855
-2%
清仓
TYG
TORTOISE ENERGY INF CORP
-$531.5K
0
-100%
减持
AMZN
AMAZON.COM INC
-$519.9K
71,639
-0%
减持
DAN
DANA INC
-$513.6K
63,162
-35%
建仓
—
3M CO
+$505.8K
3,700
清仓
T
A T & T INC
-$502.2K
0
-100%
减持
POR
PORTLAND GENERAL ELECTRIC CO
+$501.7K
131,566
-2%
减持
NJR
NEW JERSEY RES CORP
+$498.8K
128,128
-1%
清仓
CEG
CONSTELLATION ENERGY ORD
-$493.7K
0
-100%
清仓
—
FENTURA FINANCIAL INC
-$484.2K
0
-100%
清仓
CFFI
C AND F FINANCIAL ORD
-$474.8K
0
-100%
增持
ILMN
ILLUMINA INC
+$467.3K
17,150
+1%
减持
LLY
ELI LILLY AND CO
-$464.0K
2,908
-13%
减持
—
FLOWSERVE CORP
+$459.1K
150,650
-1%
清仓
WSBF
WATERSTONE FINANCIAL ORD
-$438.3K
0
-100%
减持
WTS
WATTS WATER TECHNOLOGIES CLASS
+$436.7K
19,875
-1%
减持
ITRI
ITRON INC
+$413.9K
61,132
-1%
清仓
MMM
3M CO
-$378.1K
0
-100%
增持
GT
GOODYEAR TIRE & RUBR CO
+$377.0K
65,300
+269%
减持
AZTA
AZENTA INC
-$370.4K
79,793
-1%
减持
IDA
IDACORP INC
+$368.4K
40,343
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$338.3K
8,506
+3%
增持
ABT
ABBOTT LABS
+$318.6K
30,617
+0%
减持
BKH
BLACK HILLS CORP
+$314.6K
58,516
-2%
减持
VNT
VONTIER CORP
-$306.1K
64,121
-1%
建仓
—
HEARTLAND BANCCORP
+$301.4K
2,100
建仓
—
EATON CORP PLC F
+$288.0K
869
减持
HON
HONEYWELL INTL INC
-$274.8K
32,006
-1%
清仓
—
EATON CORP PLC F
-$272.4K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$270.3K
1,121
建仓
ADM
ARCHER-DANIELS MIDLAND C
+$268.8K
4,500
增持
LNN
LINDSAY CORP
+$265.3K
58,875
+2%
清仓
—
IPG PHOTONICS CORP
-$263.7K
0
-100%
