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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 33
减持 99
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
—
BROADCOM INC
-$6.1M
87,990
-2%
清仓
—
SUMMIT MATERIALS CL A ORD
-$5.2M
0
-100%
减持
IBM
IBM CORP
-$4.7M
83,285
-28%
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。
减持
TSM
TAIWAN SEMICONDUCTOR M F SPONS
-$4.4M
139,134
-0%
减持
EMR
EMERSON ELEC CO
-$4.3M
285,244
-1%
减持
GLW
CORNING INC
-$3.6M
565,932
-9%
减持
—
TERADATA CORP DEL
-$3.5M
34,500
-75%
增持
—
AMERICAN TOWER CORP NEW REIT
+$3.1M
53,132
+15%
减持
ECG
EVERUS CONSTRUCTION GROUP ORD
-$3.0M
93,223
-5%
增持
—
ALPHABET INC CLASS A
+$2.9M
21,258
+1000%
建仓
—
EAGLE MATLS INC
+$2.8M
12,800
增持
POR
PORTLAND GENERAL ELECTRIC CO
+$2.5M
180,511
+41%
减持
OGE
OGE ENERGY CORP
+$2.3M
520,384
-1%
减持
AMZN
AMAZON.COM INC
-$2.1M
69,142
-1%
减持
AZTA
AZENTA INC
-$2.0M
102,552
-8%
减持
ILMN
ILLUMINA INC
-$2.0M
3,600
-79%
减持
NVS
NOVARTIS AG
+$1.8M
138,123
-1%
减持
—
HERC HLDGS INC
-$1.8M
31,438
-2%
减持
LITE
LUMENTUM HOLDINGS INC
-$1.8M
50,548
-15%
减持
—
BCE INC F
-$1.8M
107,748
-41%
增持
—
REGENERON PHARMS INC
+$1.7M
6,430
+94%
增持
—
EQUINOR ASA F SPONSORED ADR 1
+$1.7M
72,159
+581%
增持
CACI
CACI INTL INC CLASS A
+$1.6M
20,315
+41%
增持
BAX
BAXTER INTL INC
+$1.6M
83,604
+86%
减持
GNRC
GENERAC HLDGS INC
-$1.5M
48,401
-2%
增持
WDC
WESTERN DIGITAL CORP
-$1.5M
100,611
+8%
增持
—
ALPHABET INC CLASS C
+$1.5M
11,853
+543%
减持
—
COHERENT CORP
-$1.5M
49,325
-1%
建仓
SNDK
SANDISK CORP SNDK
+$1.4M
30,404
增持
MSFT
MICROSOFT CORP
-$1.4M
32,290
+1%
减持
—
FLOWSERVE CORP
-$1.4M
144,800
-1%
建仓
—
SEAGATE TECHNOLOGY HOLDINGS
+$1.3M
15,888
减持
—
ARCBEST CORP
-$1.2M
10,725
-48%
减持
DIS
DISNEY WALT CO
-$1.2M
86,355
-1%
减持
—
MERCK & CO. INC.
-$1.2M
93,917
-3%
减持
—
EXXON MOBIL CORP
+$1.1M
107,210
-1%
减持
ALB
ALBEMARLE CORP
-$1.1M
67,733
-2%
减持
—
LOGILITY SUPPLY CHAIN
+$1.1M
410,145
-5%
增持
—
EVERSOURCE ENERGY
+$1.1M
113,002
+9%
清仓
VIAV
VIAVI SOLUTIONS INC
-$1.1M
0
-100%
减持
SLB
SCHLUMBERGER LTD F
+$1.0M
299,088
-0%
减持
GVA
GRANITE CONSTR INC
-$1.0M
79,382
-0%
建仓
APH
AMPHENOL CORP NEW CLASS A
+$975.1K
14,867
增持
ASTE
ASTEC INDUSTRIES INC
+$955.4K
186,410
+15%
减持
—
PAYPAL HLDGS INC
-$949.8K
44,280
-2%
增持
—
DOMINION ENERGY INC
+$859.1K
102,246
+13%
减持
VOO
VANGUARD S&P 500 ETF
-$833.9K
7,047
-15%
减持
—
CISCO SYSTEMS INC
+$828.9K
337,965
-0%
增持
—
SALESFORCE INC
-$828.9K
13,761
+2%
减持
PFE
PFIZER INC
-$786.4K
261,167
-6%
减持
BE
BLOOM ENERGY CORP CLASS A
-$785.4K
284,500
-1%
增持
BDX
BECTON DICKINSON & CO
+$769.4K
29,358
+12%
减持
—
AVANTOR INC
-$767.9K
137,849
-3%
增持
EHC
ENCOMPASS HEALTH CORP
+$721.2K
29,050
+21%
减持
KNF
KNIFE RIVER ORD
-$682.3K
58,520
-0%
减持
—
INVSC WILDERHILL CLEAN ENERGY
-$677.7K
116,869
-7%
减持
BMY
BRISTOL-MYERS SQUIBB
+$669.8K
155,390
-0%
增持
—
ZIMMER BIOMET HLDGS INC
+$634.3K
30,150
+15%
增持
SYY
SYSCO CORP
+$626.4K
75,410
+15%
减持
AAPL
APPLE INC
-$621.6K
16,583
-4%
增持
ABT
ABBOTT LABS
+$588.2K
30,038
+0%
清仓
—
CROSSFIRST BANKSHARES IN
-$582.5K
0
-100%
减持
—
EQT CORP
+$554.1K
82,000
-1%
增持
VMC
VULCAN MATLS CO
-$543.8K
26,175
+1%
增持
—
APTIV PLC F
+$538.0K
21,900
+73%
减持
—
NEXSTAR MEDIA GROUP INC
+$537.1K
27,693
-1%
建仓
BUSE
FIRST BUSEY ORD
+$536.3K
24,827
减持
FISV
FISERV INC
+$522.9K
38,237
-1%
减持
HON
HONEYWELL INTL INC
-$492.2K
30,430
-1%
减持
MDU
M D U RESOURCES GRP
-$469.1K
396,163
-0%
减持
AMGN
AMGEN INC
+$452.1K
9,290
-1%
减持
TMP
TOMPKINS FINL CORP
-$451.1K
87,684
-0%
减持
GE
GE AEROSPACE
+$443.3K
13,729
-1%
减持
CIEN
CIENA CORP
-$441.1K
16,700
-2%
清仓
—
SKYWORKS SOLUTIONS INC
-$434.5K
0
-100%
减持
LNN
LINDSAY CORP
+$423.4K
58,869
-1%
减持
STT
STATE STR CORP
-$406.8K
43,476
-1%
减持
—
GSK PLC ADR F SPONSORED ADR 1
+$373.4K
83,870
-1%
减持
LOW
LOWES COS INC
-$371.0K
20,975
-2%
减持
GRC
GORMAN RUPP CO CLASS EQUITY
-$343.5K
112,433
-1%
清仓
—
HEARTLAND BANCCORP
-$329.7K
0
-100%
增持
—
UNITED THERAPEUTICS CORP
-$327.5K
7,356
+0%
减持
—
AGILENT TECHNOLOGIES INC
-$327.3K
18,025
-1%
减持
INTC
INTEL CORP
+$313.1K
187,742
-5%
建仓
GABC
GERMAN AMERICAN BANCORP ORD
+$307.1K
8,190
减持
HAL
HALLIBURTON CO
-$306.6K
24,658
-28%
增持
GILD
GILEAD SCIENCES INC
+$303.1K
7,021
+34%
清仓
—
CANADIAN WESTN BK EDMO F
-$302.1K
0
-100%
清仓
—
INVSC QQQ TRUST SRS 1 ETF
-$295.5K
0
-100%
建仓
NTIOF
NATIONAL BANK OF CANADA ORD
+$274.9K
3,330
减持
IDA
IDACORP INC
+$271.7K
39,943
-0%
减持
ITRI
ITRON INC
-$264.3K
58,997
-1%
减持
—
TE CONNECTIVITY PLC F
-$263.8K
104,597
-1%
清仓
ADM
ARCHER-DANIELS MIDLAND C
-$262.7K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC
-$261.2K
8,943
-1%
减持
—
SOLVENTUM CORP
+$259.7K
29,000
-2%
减持
NJR
NEW JERSEY RES CORP
+$253.0K
123,660
-1%
减持
SO
SOUTHERN CO
+$243.9K
26,103
-0%
减持
VNT
VONTIER CORP
-$238.4K
62,321
-1%
建仓
IBB
ISHARES BIOTECHNOLOGY ETF
+$230.2K
1,800
增持
EA
ELECTRONIC ARTS INC
+$227.5K
24,250
+8%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$213.6K
0
-100%
减持
—
WATERSTONE FINL INC MD
-$209.2K
92,711
-14%
减持
—
MACOM TECHNOLOGY SOLUTIO
-$207.3K
5,700
-5%
减持
SNOW
SNOWFLAKE INC CLASS A
-$207.1K
20,425
-1%
清仓
FTS
FORTIS INC F
-$203.7K
0
-100%
减持
—
DENTSPLY SIRONA INC
-$184.6K
25,500
-14%
减持
—
RBB BANCORP
-$171.9K
41,552
-1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$154.0K
1,799
+1%
减持
—
VANECK VIETNAM ETF
-$138.3K
327,457
-11%
减持
CVX
CHEVRON CORP NEW
+$136.8K
6,390
-1%
减持
—
AMERISERV FINL INC
-$125.9K
229,986
-10%
增持
SHEL
SHELL PLC F SPONSORED ADR 1 AD
+$123.2K
11,000
+1%
增持
AQN
ALGONQUIN PWR & UTILS F
+$119.2K
43,100
+87%
减持
WBS
WEBSTER FINL CORP
-$117.3K
28,467
-1%
减持
LLY
ELI LILLY AND CO
+$116.1K
2,883
-2%
减持
—
GE VERNOVA INC
-$113.6K
3,664
-2%
减持
PEG
PUBLIC SVC ENTERPRISE GR
-$103.6K
39,172
-1%
减持
CCK
CROWN HLDGS INC
+$99.5K
26,441
-3%
减持
OTTR
OTTER TAIL CORP
+$96.8K
15,950
-1%
减持
—
DUKE ENERGY CORP NEW
+$94.1K
6,977
-1%
减持
—
GE HEALTHCARE TECHNOLOGI
+$86.9K
54,394
-1%
减持
—
EAGLE BANCORP MONT INC
+$83.9K
60,012
-0%
减持
—
ESSENTIAL UTILS INC
+$69.4K
260,902
-7%
减持
SKBSY
SKANSKA AB F SPONSORED ADR 1 A
+$60.8K
74,100
-1%
减持
AEP
AMERICAN ELEC PWR CO INC
+$56.8K
3,582
-1%
减持
BCV
BANCROFT CF
-$54.2K
85,344
-2%
减持
—
EATON CORP PLC F
-$53.1K
868
-0%
减持
—
ARGAN INC
-$51.5K
4,100
-5%
减持
VTI
VANGUARD TOTAL STOCK MARKET ET
-$48.4K
1,181
-8%
减持
KO
THE COCA-COLA CO
+$47.7K
5,505
-1%
减持
TXN
TEXAS INSTRS INC
-$43.9K
4,422
-1%
减持
—
AECOM
-$43.7K
2,350
-4%
减持
—
JAZZ PHARMACEUTICALS P F
-$38.7K
39,118
-2%
减持
—
INVSC WATER RESC PORTFOLIO ETF
-$37.9K
3,920
-11%
减持
—
WEC ENERGY GROUP INC
+$36.4K
2,480
-0%
减持
—
ITT INC
-$32.8K
2,295
-0%
增持
OCFC
OCEANFIRST FINL CORP
-$25.3K
24,900
+0%
增持
NWFL
NORWOOD FINL CORP
+$25.1K
22,200
+18%
减持
—
VERIZON COMMUNICATIONS I
+$18.0K
4,881
-4%
增持
GT
GOODYEAR TIRE & RUBR CO
+$17.8K
18,000
+9%
减持
BKH
BLACK HILLS CORP
+$15.3K
53,891
-3%
增持
AOS
SMITH A O CORP
+$15.0K
9,100
+7%
减持
EEMV
ISHS MSCI EMERG MRKT MIN VOL F
-$9.7K
5,350
-4%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
+$9.3K
25,310
-2%
减持
WTS
WATTS WATER TECHNOLOGIES CLASS
-$8.4K
18,627
-1%
增持
—
MODERNA INC
-$4.4K
14,950
+45%
减持
—
JOHNSON CONTROLS INTER F
+$4.0K
7,574
-1%
减持
LH
LABCORP HLDGS INC
-$1.5K
2,310
-2%
增持
—
NEXTERA ENERGY INC
-$50
26,947
+1%
