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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 140 项
建仓 8
增持 40
减持 83
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVS
NOVARTIS AG
-$16.2M
2,980
-98%
减持
BE
BLOOM ENERGY CORP CLASS A
+$12.3M
225,183
-20%
增持
—
NEXTERA ENERGY INC
+$10.0M
156,653
+481%
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
—
ESSENTIAL UTILS INC
+$8.7M
464,925
+75%
减持
TSM
TAIWAN SEMICONDUCTOR M F SPONS
+$6.4M
135,335
-2%
增持
—
DOMINION ENERGY INC
+$5.2M
180,488
+75%
减持
IBM
IBM CORP
-$5.2M
68,020
-18%
减持
—
TE CONNECTIVITY PLC F
+$4.9M
102,219
-2%
增持
—
EVERSOURCE ENERGY
+$4.4M
162,925
+45%
减持
GLW
CORNING INC
+$4.1M
409,169
-27%
清仓
—
HERC HLDGS INC
-$4.0M
0
-100%
减持
WDC
WESTERN DIGITAL CORP
+$3.2M
76,058
-18%
增持
—
EQT CORP
+$3.1M
143,850
+77%
减持
GE
GE AEROSPACE
-$3.1M
1,452
-89%
减持
—
BROADCOM INC
+$2.9M
81,921
-6%
增持
—
EAGLE MATLS INC
+$2.5M
24,500
+55%
建仓
—
ADOBE INC
+$2.3M
6,510
增持
POR
PORTLAND GENERAL ELECTRIC CO
+$2.1M
219,834
+18%
增持
INTC
INTEL CORP
+$2.0M
181,809
+0%
建仓
TWLO
TWILIO CL A ORD
+$2.0M
19,741
减持
SNDK
SANDISK CORP SNDK
+$1.8M
28,188
-6%
清仓
BCV
BANCROFT CF
-$1.6M
0
-100%
增持
FISV
FISERV INC
-$1.4M
37,971
+3%
增持
—
ALPHABET INC CLASS C
+$1.4M
16,973
+12%
减持
—
ALPHABET INC CLASS A
+$1.4M
22,323
-2%
减持
LITE
LUMENTUM HOLDINGS INC
+$1.4M
37,673
-25%
减持
GNRC
GENERAC HLDGS INC
+$1.3M
57,875
-1%
增持
GRC
GORMAN RUPP CO CLASS EQUITY
+$1.2M
114,931
+3%
减持
ECG
EVERUS CONSTRUCTION GROUP ORD
+$1.2M
80,947
-11%
增持
TMO
THERMO FISHER SCIENTIFIC
+$1.2M
12,090
+4%
减持
GVA
GRANITE CONSTR INC
+$1.1M
77,630
-2%
减持
VMC
VULCAN MATLS CO
+$1.1M
25,350
-2%
减持
—
VANECK VIETNAM ETF
+$1.0M
299,674
-5%
减持
ASTE
ASTEC INDUSTRIES INC
+$1.0M
180,276
-2%
减持
BAX
BAXTER INTL INC
-$941.7K
52,834
-25%
减持
EMR
EMERSON ELEC CO
-$920.0K
281,602
-1%
减持
DIS
DISNEY WALT CO
-$902.1K
74,844
-2%
减持
—
UNITED THERAPEUTICS CORP
+$875.8K
7,080
-3%
减持
—
JAZZ PHARMACEUTICALS P F
+$851.7K
35,375
-1%
增持
—
MERCK & CO. INC.
+$818.6K
98,706
+5%
减持
AAPL
APPLE INC
+$818.0K
17,058
-1%
增持
—
AMERICAN TOWER CORP NEW REIT
-$802.1K
56,718
+7%
减持
—
SALESFORCE INC
-$732.8K
12,175
-8%
减持
HON
HONEYWELL INTL INC
-$722.9K
29,961
-1%
减持
OGE
OGE ENERGY CORP
+$684.6K
508,249
-1%
增持
HAL
HALLIBURTON CO
+$662.4K
79,708
+25%
减持
—
NEXSTAR MEDIA GROUP INC
+$660.7K
27,475
-0%
增持
—
BCE INC F
+$603.3K
125,143
+19%
建仓
HAE
HAEMONETICS
+$582.4K
11,950
清仓
APH
AMPHENOL CORP NEW CLASS A
-$570.3K
0
-100%
减持
MSFT
MICROSOFT CORP
+$562.4K
31,959
-1%
减持
EA
ELECTRONIC ARTS INC
+$558.0K
21,175
-9%
减持
LOW
LOWES COS INC
+$523.5K
20,230
-2%
减持
—
EXXON MOBIL CORP
+$501.4K
106,789
-0%
减持
IDA
IDACORP INC
+$497.9K
38,379
-3%
减持
ITRI
ITRON INC
-$473.7K
58,005
-1%
增持
OTTR
OTTER TAIL CORP
+$463.1K
20,650
+29%
减持
—
CISCO SYSTEMS INC
-$463.1K
334,215
-1%
减持
—
PAYPAL HLDGS INC
-$417.0K
39,530
-4%
清仓
MPC
MARATHON PETROLEUM CORP
-$409.1K
0
-100%
减持
MDU
M D U RESOURCES GRP
+$403.6K
391,720
-1%
减持
STT
STATE STR CORP
+$369.3K
42,593
-1%
增持
—
REGENERON PHARMS INC
+$361.6K
1,955
+39%
减持
NJR
NEW JERSEY RES CORP
+$343.2K
120,994
-1%
减持
—
GSK PLC ADR F SPONSORED ADR 1
+$341.6K
80,960
-1%
减持
WTS
WATTS WATER TECHNOLOGIES CLASS
+$322.6K
11,700
-2%
增持
—
APTIV PLC F
+$320.7K
8,150
+46%
建仓
—
SEAGATE TECHNOLOGY HOLDINGS
+$315.8K
1,338
减持
SYY
SYSCO CORP
+$307.6K
70,218
-3%
减持
—
GE VERNOVA INC
+$298.8K
3,639
-1%
减持
BMY
BRISTOL-MYERS SQUIBB
-$298.4K
152,108
-2%
减持
VNT
VONTIER CORP
+$293.0K
61,421
-1%
减持
—
COHERENT CORP
-$289.2K
37,750
-23%
减持
CACI
CACI INTL INC CLASS A
+$280.6K
19,899
-2%
减持
KNF
KNIFE RIVER ORD
-$280.5K
57,942
-0%
清仓
—
AECOM
-$265.2K
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
+$254.4K
6,837
-1%
减持
BKH
BLACK HILLS CORP
+$250.6K
52,291
-1%
减持
LNN
LINDSAY CORP
-$244.4K
57,975
-0%
建仓
—
ABBVIE INC
+$244.3K
1,055
增持
PFE
PFIZER INC
+$235.2K
152,598
+1%
增持
—
TERADATA CORP DEL
+$226.7K
26,200
+74%
减持
—
GE HEALTHCARE TECHNOLOGI
-$225.8K
48,070
-7%
增持
ILMN
ILLUMINA INC
+$221.4K
6,450
+57%
清仓
PM
PHILIP MORRIS INTERNATIONAL IN
-$218.0K
0
-100%
建仓
FESM
FIDELITY ENHANCED SMALL CAP ET
+$213.8K
5,847
建仓
—
GOLDMAN SACHS GROUP INC
+$211.0K
265
清仓
—
THE MOSAIC CO
-$209.8K
0
-100%
清仓
FLR
FLUOR CORP NEW
-$205.1K
0
-100%
建仓
VTV
VANGUARD VALUE ETF
+$203.3K
1,090
清仓
BSX
BOSTON SCIENTIFIC CORP
-$201.3K
0
-100%
减持
CCK
CROWN HLDGS INC
-$195.6K
25,739
-1%
减持
TMP
TOMPKINS FINL CORP
+$191.1K
84,843
-2%
增持
SLB
SCHLUMBERGER LTD F
+$188.4K
275,120
+0%
减持
SKBSY
SKANSKA AB F SPONSORED ADR 1 A
+$177.3K
72,766
-2%
增持
—
WATERSTONE FINL INC MD
+$175.7K
56,498
+11%
增持
—
MODERNA INC
+$169.3K
23,750
+48%
增持
MU
MICRON TECHNOLOGY INC
+$155.2K
2,963
+7%
减持
AMZN
AMAZON.COM INC
-$143.3K
68,089
-1%
增持
BDX
BECTON DICKINSON & CO
+$136.0K
4,523
+10%
减持
—
SOLVENTUM CORP
-$124.9K
27,898
-2%
减持
—
ORACLE CORP
-$122.8K
15,620
-24%
减持
—
ZIMMER BIOMET HLDGS INC
-$121.8K
22,700
-12%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
+$114.0K
25,200
-0%
增持
AOS
SMITH A O CORP
+$108.8K
9,700
+5%
减持
WBS
WEBSTER FINL CORP
+$108.4K
27,850
-2%
减持
TXN
TEXAS INSTRS INC
-$105.4K
3,491
-3%
增持
—
JOHNSON CONTROLS INTER F
+$104.3K
8,224
+9%
减持
PEG
PUBLIC SVC ENTERPRISE GR
-$103.3K
38,222
-2%
增持
BP
BP P L C F SPONSORED ADR 1 ADR
+$100.9K
21,950
+0%
减持
EHC
ENCOMPASS HEALTH CORP
+$87.4K
28,300
-1%
增持
—
XYLEM INC
+$83.7K
2,830
+10%
减持
LLY
ELI LILLY AND CO
-$78.9K
2,842
-1%
增持
AQN
ALGONQUIN PWR & UTILS F
+$77.8K
74,350
+33%
减持
CVX
CHEVRON CORP NEW
+$69.3K
6,411
-1%
减持
SO
SOUTHERN CO
+$66.1K
25,980
-0%
增持
—
EQUINOR ASA F SPONSORED ADR 1
+$59.0K
81,159
+6%
增持
—
AVANTOR INC
+$50.0K
16,300
+43%
增持
—
DENTSPLY SIRONA INC
+$49.8K
23,700
+50%
增持
GT
GOODYEAR TIRE & RUBR CO
-$49.8K
18,300
+2%
减持
—
RBB BANCORP
+$47.8K
40,850
-2%
增持
—
3M CO
+$41.9K
3,900
+5%
减持
PANW
PALO ALTO NETWORKS INC
-$37.7K
2,082
-8%
增持
ABT
ABBOTT LABS
-$35.4K
30,238
+1%
减持
NWFL
NORWOOD FINL CORP
-$30.3K
12,600
-7%
减持
LH
LABCORP HLDGS INC
+$28.0K
2,210
-4%
增持
KO
THE COCA-COLA CO
+$24.1K
6,222
+13%
减持
SNOW
SNOWFLAKE INC CLASS A
+$22.5K
20,066
-0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$21.4K
3,390
-2%
减持
—
AMERISERV FINL INC
-$15.3K
65,185
-3%
增持
AZTA
AZENTA INC
+$13.9K
52,618
+8%
减持
—
DUKE ENERGY CORP NEW
-$13.8K
6,403
-6%
减持
—
FLOWSERVE CORP
-$11.5K
141,150
-2%
减持
—
EAGLE BANCORP MONT INC
+$11.3K
57,135
-2%
减持
AMGN
AMGEN INC
+$7.1K
9,000
-1%
减持
OCFC
OCEANFIRST FINL CORP
-$4.6K
27,000
-1%
减持
BUSE
FIRST BUSEY ORD
-$2.7K
22,913
-2%
减持
EEMV
ISHS MSCI EMERG MRKT MIN VOL F
+$2.3K
5,300
-1%
减持
GILD
GILEAD SCIENCES INC
-$1.8K
6,995
-0%
减持
—
VERIZON COMMUNICATIONS I
-$1.1K
4,732
-2%
