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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 134 项
建仓 9
增持 23
减持 97
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
BROADCOM INC
+$9.4M
87,515
-1%
减持
TSM
TAIWAN SEMICONDUCTOR M F SPONS
+$8.3M
138,692
-0%
减持
EMR
EMERSON ELEC CO
+$6.6M
283,961
-0%
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
BDX
BECTON DICKINSON & CO
-$6.0M
4,125
-86%
清仓
—
LOGILITY SUPPLY CHAIN
-$5.8M
0
-100%
清仓
ALB
ALBEMARLE CORP
-$4.9M
0
-100%
减持
MSFT
MICROSOFT CORP
+$3.9M
32,148
-0%
减持
IBM
IBM CORP
+$3.7M
82,735
-1%
减持
GLW
CORNING INC
+$3.6M
560,239
-1%
减持
—
REGENERON PHARMS INC
-$3.3M
1,405
-78%
减持
SLB
SCHLUMBERGER LTD F
-$3.2M
274,187
-8%
减持
PFE
PFIZER INC
-$3.0M
150,703
-42%
减持
—
TE CONNECTIVITY PLC F
+$2.7M
103,914
-1%
减持
—
CISCO SYSTEMS INC
+$2.5M
336,265
-1%
减持
BMY
BRISTOL-MYERS SQUIBB
-$2.3M
154,644
-0%
减持
ECG
EVERUS CONSTRUCTION GROUP ORD
+$2.3M
90,473
-3%
增持
GNRC
GENERAC HLDGS INC
+$2.2M
58,301
+20%
减持
CACI
CACI INTL INC CLASS A
+$2.2M
20,232
-0%
减持
FISV
FISERV INC
-$2.1M
36,782
-4%
减持
—
AVANTOR INC
-$2.1M
11,400
-92%
减持
AZTA
AZENTA INC
-$2.1M
48,645
-53%
减持
AMZN
AMAZON.COM INC
+$1.9M
68,798
-0%
减持
WDC
WESTERN DIGITAL CORP
+$1.9M
92,543
-8%
清仓
—
INVSC WILDERHILL CLEAN ENERGY
-$1.8M
0
-100%
减持
LITE
LUMENTUM HOLDINGS INC
+$1.6M
50,248
-1%
减持
—
ORACLE CORP
+$1.6M
20,655
-0%
减持
ITRI
ITRON INC
+$1.5M
58,488
-1%
减持
SNOW
SNOWFLAKE INC CLASS A
+$1.5M
20,125
-1%
减持
GVA
GRANITE CONSTR INC
+$1.4M
79,282
-0%
清仓
—
SEAGATE TECHNOLOGY HOLDINGS
-$1.3M
0
-100%
减持
ASTE
ASTEC INDUSTRIES INC
+$1.2M
183,992
-1%
减持
NVS
NOVARTIS AG
+$1.2M
137,407
-1%
减持
—
EXXON MOBIL CORP
-$1.2M
107,041
-0%
减持
BE
BLOOM ENERGY CORP CLASS A
+$1.2M
282,700
-1%
减持
—
COHERENT CORP
+$1.2M
48,825
-1%
减持
OGE
OGE ENERGY CORP
-$1.1M
514,468
-1%
减持
—
ZIMMER BIOMET HLDGS INC
-$1.1M
25,850
-14%
减持
—
JAZZ PHARMACEUTICALS P F
-$1.0M
35,910
-8%
增持
—
MERCK & CO. INC.
-$964.2K
94,313
+0%
减持
DIS
DISNEY WALT CO
+$948.5K
76,379
-12%
减持
LNN
LINDSAY CORP
+$945.2K
58,186
-1%
减持
—
APTIV PLC F
-$921.0K
5,600
-74%
减持
WTS
WATTS WATER TECHNOLOGIES CLASS
-$853.4K
11,977
-36%
增持
—
ALPHABET INC CLASS C
+$840.6K
15,178
+28%
清仓
—
ARCBEST CORP
-$757.0K
0
-100%
减持
BAX
BAXTER INTL INC
-$717.1K
70,829
-15%
增持
—
ALPHABET INC CLASS A
+$714.5K
22,708
+7%
减持
STT
STATE STR CORP
+$679.5K
42,993
-1%
增持
HAL
HALLIBURTON CO
+$672.8K
63,708
+158%
减持
VMC
VULCAN MATLS CO
+$616.0K
25,775
-2%
减持
HON
HONEYWELL INTL INC
+$586.2K
30,186
-1%
减持
NJR
NEW JERSEY RES CORP
-$584.1K
122,327
-1%
减持
EHC
ENCOMPASS HEALTH CORP
+$565.0K
28,600
-2%
减持
—
GE HEALTHCARE TECHNOLOGI
-$554.3K
51,787
-5%
减持
KNF
KNIFE RIVER ORD
-$544.6K
57,992
-1%
减持
—
WATERSTONE FINL INC MD
-$541.3K
51,100
-45%
增持
POR
PORTLAND GENERAL ELECTRIC CO
-$496.2K
185,936
+3%
减持
—
FLOWSERVE CORP
+$440.2K
143,500
-1%
减持
—
TERADATA CORP DEL
-$438.7K
15,100
-56%
增持
—
ESSENTIAL UTILS INC
-$434.1K
266,002
+2%
减持
APH
AMPHENOL CORP NEW CLASS A
-$404.8K
5,775
-61%
减持
AMGN
AMGEN INC
-$361.6K
9,071
-2%
减持
—
AMERISERV FINL INC
-$354.5K
67,226
-71%
减持
—
EQT CORP
+$348.5K
81,100
-1%
增持
—
EAGLE MATLS INC
+$347.6K
15,775
+23%
减持
LOW
LOWES COS INC
-$331.5K
20,555
-2%
减持
CCK
CROWN HLDGS INC
+$321.6K
26,041
-2%
减持
VOO
VANGUARD S&P 500 ETF
+$310.9K
6,923
-2%
减持
BKH
BLACK HILLS CORP
-$298.5K
52,941
-2%
减持
—
HERC HLDGS INC
-$259.9K
30,080
-4%
增持
TMO
THERMO FISHER SCIENTIFIC
+$259.0K
11,614
+30%
减持
VNT
VONTIER CORP
+$237.6K
61,921
-1%
减持
—
VANECK VIETNAM ETF
+$236.2K
314,390
-4%
建仓
TPC
TUTOR PERINI CORP
+$233.9K
5,000
建仓
—
META PLATFORMS INC CLASS A
+$232.5K
315
建仓
PM
PHILIP MORRIS INTERNATIONAL IN
+$218.0K
1,197
建仓
—
THE MOSAIC CO
+$209.8K
5,750
建仓
—
INVSC QQQ TRUST SRS 1 ETF
+$209.1K
379
减持
EA
ELECTRONIC ARTS INC
+$208.4K
23,250
-4%
建仓
FLR
FLUOR CORP NEW
+$205.1K
4,000
减持
INTC
INTEL CORP
-$203.6K
181,250
-3%
建仓
—
INVSC S P 500 EQUAL WEIGHT ETF
+$201.6K
1,109
建仓
BSX
BOSTON SCIENTIFIC CORP
+$201.3K
1,874
建仓
—
QUEST DIAGNOSTICS INC
+$200.1K
1,114
减持
—
NEXSTAR MEDIA GROUP INC
-$190.9K
27,593
-0%
减持
NWFL
NORWOOD FINL CORP
-$186.0K
13,600
-39%
减持
SYY
SYSCO CORP
-$184.6K
72,276
-4%
减持
—
PAYPAL HLDGS INC
+$178.7K
41,280
-7%
减持
—
UNITED THERAPEUTICS CORP
-$175.4K
7,281
-1%
减持
GRC
GORMAN RUPP CO CLASS EQUITY
+$158.3K
111,783
-1%
增持
AAPL
APPLE INC
-$158.1K
17,183
+4%
减持
—
EVERSOURCE ENERGY
+$151.5K
112,702
-0%
减持
—
BCE INC F
-$150.1K
104,815
-3%
减持
—
AMERICAN TOWER CORP NEW REIT
+$148.6K
52,982
-0%
增持
CVX
CHEVRON CORP NEW
-$142.7K
6,469
+1%
减持
—
DENTSPLY SIRONA INC
-$130.1K
15,800
-38%
增持
PANW
PALO ALTO NETWORKS INC
+$127.9K
2,256
+15%
减持
MDU
M D U RESOURCES GRP
-$126.2K
394,297
-0%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
+$105.8K
25,300
-0%
增持
ILMN
ILLUMINA INC
+$105.6K
4,100
+14%
增持
AQN
ALGONQUIN PWR & UTILS F
+$99.9K
56,100
+30%
增持
—
DOMINION ENERGY INC
+$98.9K
103,182
+1%
减持
—
GSK PLC ADR F SPONSORED ADR 1
-$96.5K
82,100
-2%
减持
TMP
TOMPKINS FINL CORP
-$95.9K
86,504
-1%
减持
—
AGILENT TECHNOLOGIES INC
-$93.5K
17,075
-5%
减持
SNDK
SANDISK CORP SNDK
-$87.4K
29,992
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ET
+$86.9K
1,354
+15%
减持
BCV
BANCROFT CF
+$80.8K
82,913
-3%
减持
SKBSY
SKANSKA AB F SPONSORED ADR 1 A
+$80.2K
74,000
-0%
减持
WBS
WEBSTER FINL CORP
+$79.5K
28,333
-0%
减持
—
SALESFORCE INC
-$74.6K
13,269
-4%
减持
PEG
PUBLIC SVC ENTERPRISE GR
+$69.4K
39,122
-0%
减持
IDA
IDACORP INC
-$68.3K
39,618
-1%
减持
MU
MICRON TECHNOLOGY INC
+$57.0K
2,763
-15%
增持
OCFC
OCEANFIRST FINL CORP
+$55.4K
27,200
+9%
减持
TXN
TEXAS INSTRS INC
-$47.8K
3,597
-19%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$45.3K
1,879
+4%
减持
—
DUKE ENERGY CORP NEW
-$44.8K
6,832
-2%
减持
—
SOLVENTUM CORP
-$43.7K
28,500
-2%
减持
RHHBY
ROCHE HLDG LTD F SPONSORED ADR
-$39.1K
5,300
-15%
增持
—
RBB BANCORP
+$32.9K
41,752
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$31.5K
3,469
-3%
减持
—
EAGLE BANCORP MONT INC
-$30.4K
58,512
-2%
增持
SHEL
SHELL PLC F SPONSORED ADR 1 AD
-$24.5K
11,100
+1%
增持
—
MODERNA INC
+$20.4K
16,100
+8%
减持
IBB
ISHARES BIOTECHNOLOGY ETF
-$15.2K
1,700
-6%
减持
—
WEC ENERGY GROUP INC
-$13.3K
2,466
-1%
减持
—
VERIZON COMMUNICATIONS I
-$12.3K
4,832
-1%
增持
—
EQUINOR ASA F SPONSORED ADR 1
+$11.1K
76,359
+6%
减持
GILD
GILEAD SCIENCES INC
-$8.5K
7,019
-0%
增持
AOS
SMITH A O CORP
+$8.5K
9,200
+1%
减持
KO
THE COCA-COLA CO
-$5.7K
5,492
-0%
减持
SO
SOUTHERN CO
-$4.1K
26,092
-0%
减持
BUSE
FIRST BUSEY ORD
-$3.2K
23,295
-6%
