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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 136 项
建仓 11
增持 28
减持 92
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
BE
BLOOM ENERGY CORP CLASS A
-$7.5M
132,775
-41%
减持
—
BROADCOM INC
-$5.4M
62,445
-24%
减持
IBM
IBM CORP
-$4.8M
48,695
-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。
建仓
KDP
KEURIG DR PEPPER INC
+$4.4M
158,600
减持
FISV
FISERV INC
-$4.4M
7,450
-80%
减持
LITE
LUMENTUM HOLDINGS INC
-$4.0M
5,760
-85%
减持
—
ESSENTIAL UTILS INC
-$3.0M
405,450
-13%
增持
—
BCE INC F
+$2.6M
233,327
+86%
减持
—
CISCO SYSTEMS INC
+$2.5M
329,810
-1%
增持
—
MERCK & CO. INC.
+$2.4M
101,322
+3%
减持
OGE
OGE ENERGY CORP
-$2.2M
499,099
-2%
建仓
MANH
MANHATTAN ASSOCIATES ORD
+$2.1M
12,150
减持
—
FLOWSERVE CORP
+$2.1M
138,300
-2%
减持
WDC
WESTERN DIGITAL CORP
+$1.9M
64,308
-15%
增持
—
ADOBE INC
+$1.8M
11,845
+82%
减持
GNRC
GENERAC HLDGS INC
-$1.8M
57,525
-1%
增持
ITRI
ITRON INC
-$1.8M
58,681
+1%
增持
LNN
LINDSAY CORP
+$1.6M
82,300
+42%
增持
—
EVERSOURCE ENERGY
+$1.5M
194,800
+20%
减持
—
ALPHABET INC CLASS A
+$1.5M
22,141
-1%
减持
CIEN
CIENA CORP
+$1.4M
16,500
-1%
减持
MSFT
MICROSOFT CORP
-$1.4M
31,311
-2%
建仓
PLNT
PLANET FITNESS INC
+$1.3M
12,400
增持
PFE
PFIZER INC
+$1.2M
206,065
+35%
减持
BMY
BRISTOL-MYERS SQUIBB
+$1.2M
149,940
-1%
清仓
BAX
BAXTER INTL INC
-$1.2M
0
-100%
减持
—
JAZZ PHARMACEUTICALS P F
+$1.2M
34,400
-3%
建仓
YORW
YORK WATER ORD
+$1.2M
37,050
减持
—
ALPHABET INC CLASS C
+$1.1M
16,813
-1%
建仓
BKNG
BOOKING HOLDINGS ORD
+$1.1M
202
减持
—
COHERENT CORP
+$1.1M
27,850
-26%
减持
ASTE
ASTEC INDUSTRIES INC
-$1.1M
175,676
-3%
增持
—
EQUINOR ASA F SPONSORED ADR 1
+$1.1M
128,809
+59%
减持
TMO
THERMO FISHER SCIENTIFIC
+$988.1K
11,825
-2%
减持
SLB
SCHLUMBERGER LTD F
+$930.5K
270,620
-2%
减持
TSM
TAIWAN SEMICONDUCTOR M F SPONS
+$816.7K
127,067
-6%
增持
—
ORACLE CORP
-$792.4K
18,473
+18%
减持
SNDK
SANDISK CORP SNDK
+$790.9K
16,655
-41%
减持
POR
PORTLAND GENERAL ELECTRIC CO
+$778.8K
217,784
-1%
减持
TWLO
TWILIO CL A ORD
+$757.4K
19,216
-3%
减持
VMC
VULCAN MATLS CO
-$715.0K
24,834
-2%
减持
SYY
SYSCO CORP
-$683.5K
69,185
-1%
减持
EHC
ENCOMPASS HEALTH CORP
-$681.1K
27,450
-3%
减持
MDU
M D U RESOURCES GRP
+$624.9K
389,420
-1%
减持
—
EXXON MOBIL CORP
+$615.3K
105,167
-2%
减持
—
NEXTERA ENERGY INC
+$581.8K
154,553
-1%
减持
AMZN
AMAZON.COM INC
+$580.9K
67,287
-1%
减持
HON
HONEYWELL INTL INC
-$535.1K
29,585
-1%
增持
HAE
HAEMONETICS
+$507.6K
13,600
+14%
减持
INTC
INTEL CORP
+$490.2K
178,589
-2%
减持
LLY
ELI LILLY AND CO
+$443.0K
2,430
-14%
减持
STT
STATE STR CORP
+$427.9K
41,618
-2%
减持
TMP
TOMPKINS FINL CORP
+$426.6K
83,343
-2%
减持
KNF
KNIFE RIVER ORD
-$423.5K
57,292
-1%
增持
AZTA
AZENTA INC
+$421.8K
58,118
+10%
减持
—
UNITED THERAPEUTICS CORP
+$420.8K
6,955
-2%
减持
—
ZIMMER BIOMET HLDGS INC
-$419.6K
20,200
-11%
增持
ILMN
ILLUMINA INC
+$413.8K
7,825
+21%
增持
HAL
HALLIBURTON CO
+$413.2K
84,008
+5%
减持
—
PAYPAL HLDGS INC
-$407.3K
38,430
-3%
减持
ECG
EVERUS CONSTRUCTION GROUP ORD
-$392.3K
76,542
-5%
减持
—
GSK PLC ADR F SPONSORED ADR 1
+$377.0K
78,940
-2%
减持
BKH
BLACK HILLS CORP
+$347.0K
51,391
-2%
减持
AMGN
AMGEN INC
+$340.5K
8,800
-2%
减持
VNT
VONTIER CORP
-$331.4K
60,421
-2%
增持
OTTR
OTTER TAIL CORP
+$323.5K
24,950
+21%
减持
ABT
ABBOTT LABS
-$321.1K
29,763
-2%
减持
BDX
BECTON DICKINSON & CO
-$317.7K
2,725
-40%
减持
—
REGENERON PHARMS INC
+$313.3K
1,830
-6%
减持
—
GE HEALTHCARE TECHNOLOGI
+$307.1K
47,759
-1%
清仓
—
DENTSPLY SIRONA INC
-$300.8K
0
-100%
建仓
—
NVIDIA CORP
+$297.6K
1,596
建仓
ALB
ALBEMARLE CORP
+$297.0K
2,100
增持
—
DOMINION ENERGY INC
+$296.0K
193,488
+7%
减持
NJR
NEW JERSEY RES CORP
-$287.1K
120,094
-1%
建仓
SOLS
SOLSTICE ADVANCED MATERIALS OR
+$286.6K
5,899
增持
—
SELECT SECTOR UTI SELECT SPDR
+$277.4K
20,914
+196%
减持
SNOW
SNOWFLAKE INC CLASS A
-$261.3K
19,441
-3%
减持
—
SALESFORCE INC
+$253.7K
11,850
-3%
减持
IDA
IDACORP INC
-$252.5K
38,079
-1%
减持
LOW
LOWES COS INC
-$247.5K
20,055
-1%
建仓
APH
AMPHENOL CORP NEW CLASS A
+$223.5K
1,654
减持
AAPL
APPLE INC
+$212.4K
16,758
-2%
清仓
—
INVSC S P 500 EQUAL WEIGHT ETF
-$210.4K
0
-100%
减持
—
TERADATA CORP DEL
+$209.6K
25,400
-3%
减持
—
VANECK VIETNAM ETF
+$209.4K
291,174
-3%
清仓
—
VERIZON COMMUNICATIONS I
-$208.0K
0
-100%
建仓
JPM
J P MORGAN CHASE & CO
+$203.9K
633
清仓
—
AVANTOR INC
-$203.4K
0
-100%
建仓
FTS
FORTIS INC F
+$202.6K
3,900
减持
—
MACOM TECHNOLOGY SOLUTIO
+$181.1K
5,200
-9%
减持
NVS
NOVARTIS AG
-$171.2K
1,530
-49%
增持
—
WATERSTONE FINL INC MD
+$165.4K
63,248
+12%
增持
—
AMERICAN TOWER CORP NEW REIT
-$160.0K
61,218
+8%
减持
CACI
CACI INTL INC CLASS A
+$157.7K
18,924
-5%
减持
GVA
GRANITE CONSTR INC
+$151.2K
75,105
-3%
减持
—
ARGAN INC
+$146.1K
4,000
-2%
增持
—
EAGLE MATLS INC
+$145.8K
28,330
+16%
减持
DIS
DISNEY WALT CO
-$138.3K
74,109
-1%
减持
PEG
PUBLIC SVC ENTERPRISE GR
-$136.8K
38,022
-1%
减持
—
EAGLE BANCORP MONT INC
+$136.3K
56,435
-1%
增持
AQN
ALGONQUIN PWR & UTILS F
+$131.2K
86,250
+16%
减持
—
AGILENT TECHNOLOGIES INC
-$126.7K
15,175
-11%
增持
—
QUEST DIAGNOSTICS INC
+$123.0K
1,932
+73%
减持
—
SOLVENTUM CORP
+$122.6K
27,248
-2%
减持
EMR
EMERSON ELEC CO
-$118.6K
277,441
-1%
减持
WTS
WATTS WATER TECHNOLOGIES CLASS
-$114.0K
11,425
-2%
减持
CCK
CROWN HLDGS INC
+$99.9K
25,114
-2%
减持
EA
ELECTRONIC ARTS INC
-$92.4K
20,450
-3%
减持
GRC
GORMAN RUPP CO CLASS EQUITY
+$89.5K
113,581
-1%
减持
WBS
WEBSTER FINL CORP
+$88.0K
27,700
-1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS
-$85.8K
23,800
-6%
减持
—
RBB BANCORP
+$70.6K
40,550
-1%
减持
—
JOHNSON CONTROLS INTER F
+$65.6K
8,099
-2%
增持
—
EQT CORP
-$49.7K
145,150
+1%
减持
—
CONSTELLATION ENERGY COR
+$48.0K
2,432
-1%
减持
KO
THE COCA-COLA CO
-$47.9K
5,217
-16%
减持
VOO
VANGUARD S&P 500 ETF
-$44.0K
6,606
-3%
减持
—
AMERISERV FINL INC
-$42.3K
45,985
-29%
减持
—
TE CONNECTIVITY PLC F
+$41.7K
98,817
-3%
增持
GE
GE AEROSPACE
+$40.7K
1,550
+7%
减持
ITW
ILLINOIS TOOL WKS INC
-$38.0K
2,175
-1%
减持
—
GE VERNOVA INC
+$36.1K
3,479
-4%
增持
—
DUKE ENERGY CORP NEW
-$32.9K
6,480
+1%
减持
AGCO
AGCO CORP DEL
-$32.7K
4,100
-5%
增持
—
GOLDMAN SACHS GROUP INC
+$25.4K
269
+2%
减持
—
SEAGATE TECHNOLOGY HOLDINGS
+$25.1K
1,238
-7%
减持
—
NEXSTAR MEDIA GROUP INC
+$24.1K
26,875
-2%
减持
BUSE
FIRST BUSEY ORD
-$19.4K
21,480
-6%
减持
GLW
CORNING INC
+$17.8K
383,531
-6%
减持
GT
GOODYEAR TIRE & RUBR CO
+$14.7K
17,300
-5%
增持
—
WEC ENERGY GROUP INC
-$12.0K
2,566
+4%
减持
—
MODERNA INC
+$10.3K
21,150
-11%
增持
—
META PLATFORMS INC CLASS A
-$9.5K
336
+7%
减持
BP
BP P L C F SPONSORED ADR 1 ADR
-$2.8K
21,700
-1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$2.3K
1,884
+0%
