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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 26
减持 99
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
GLW
CORNING INC
+$9.9M
319,742
-17%
减持
BE
BLOOM ENERGY CORP CLASS A
+$5.5M
125,662
-5%
减持
—
EXXON MOBIL CORP
+$5.1M
104,772
-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
MSFT
MICROSOFT CORP
-$4.4M
29,035
-7%
减持
EMR
EMERSON ELEC CO
-$4.0M
250,719
-10%
清仓
SNDK
SANDISK CORP SNDK
-$4.0M
0
-100%
减持
IBM
IBM CORP
-$3.6M
44,520
-9%
减持
—
BROADCOM INC
-$3.6M
58,205
-7%
减持
—
ADOBE INC
-$3.4M
3,250
-73%
减持
SLB
SCHLUMBERGER LTD F
+$3.3M
266,895
-1%
减持
GNRC
GENERAC HLDGS INC
+$3.0M
55,500
-4%
建仓
MELI
MERCADOLIBRE ORD
+$2.9M
1,665
减持
—
TE CONNECTIVITY PLC F
-$2.6M
95,325
-4%
增持
—
EQUINOR ASA F SPONSORED ADR 1
+$2.4M
130,159
+1%
减持
AMZN
AMAZON.COM INC
-$2.4M
63,233
-6%
减持
TSM
TAIWAN SEMICONDUCTOR M F SPONS
+$2.2M
120,778
-5%
减持
WDC
WESTERN DIGITAL CORP
-$2.2M
32,958
-49%
减持
AMGN
AMGEN INC
-$2.1M
2,125
-76%
减持
OGE
OGE ENERGY CORP
+$2.0M
485,435
-3%
减持
—
PAYPAL HLDGS INC
-$1.9M
6,780
-82%
减持
MANH
MANHATTAN ASSOCIATES ORD
-$1.8M
2,225
-82%
增持
ITRI
ITRON INC
+$1.8M
80,656
+37%
减持
GVA
GRANITE CONSTR INC
-$1.7M
57,755
-23%
增持
—
EQT CORP
+$1.7M
149,316
+3%
减持
—
SALESFORCE INC
-$1.6M
8,283
-30%
增持
TWLO
TWILIO CL A ORD
+$1.6M
34,366
+79%
减持
GRC
GORMAN RUPP CO CLASS EQUITY
+$1.6M
112,656
-1%
减持
—
NEXTERA ENERGY INC
+$1.5M
150,053
-3%
减持
ECG
EVERUS CONSTRUCTION GROUP ORD
+$1.5M
67,874
-11%
减持
SNOW
SNOWFLAKE INC CLASS A
-$1.4M
18,666
-4%
减持
TMO
THERMO FISHER SCIENTIFIC
-$1.4M
10,995
-7%
减持
—
ORACLE CORP
-$1.4M
15,245
-17%
减持
—
NEXSTAR MEDIA GROUP INC
-$1.3M
23,000
-14%
建仓
MHK
MOHAWK INDUSTRIES ORD
+$1.1M
11,386
增持
EHC
ENCOMPASS HEALTH CORP
+$994.3K
40,400
+47%
减持
CIEN
CIENA CORP
+$955.2K
12,400
-25%
增持
—
DOMINION ENERGY INC
+$939.2K
198,571
+3%
减持
AAPL
APPLE INC
-$913.2K
14,353
-14%
减持
NJR
NEW JERSEY RES CORP
+$901.2K
117,260
-2%
增持
PFE
PFIZER INC
+$880.5K
214,087
+4%
减持
HON
HONEYWELL INTL INC
+$864.5K
29,360
-1%
减持
VMC
VULCAN MATLS CO
-$861.1K
22,850
-8%
减持
POR
PORTLAND GENERAL ELECTRIC CO
+$860.2K
214,357
-2%
减持
—
ALPHABET INC CLASS A
-$841.6K
21,173
-4%
减持
—
ARGAN INC
+$834.4K
3,833
-4%
减持
HAL
HALLIBURTON CO
+$827.3K
82,108
-2%
增持
LNN
LINDSAY CORP
+$826.3K
88,410
+7%
减持
LLY
ELI LILLY AND CO
-$770.1K
2,002
-18%
减持
LITE
LUMENTUM HOLDINGS INC
-$764.6K
1,933
-66%
减持
ABT
ABBOTT LABS
-$755.4K
28,963
-3%
减持
—
REGENERON PHARMS INC
-$709.4K
910
-50%
减持
INTC
INTEL CORP
-$700.2K
133,464
-25%
减持
—
GE HEALTHCARE TECHNOLOGI
-$699.1K
45,210
-5%
减持
—
ESSENTIAL UTILS INC
+$697.9K
403,549
-0%
减持
BMY
BRISTOL-MYERS SQUIBB
+$680.1K
144,565
-4%
减持
—
MERCK & CO. INC.
+$674.8K
94,272
-7%
减持
TMP
TOMPKINS FINL CORP
-$620.5K
68,792
-17%
清仓
TXN
TEXAS INSTRS INC
-$605.7K
0
-100%
减持
—
GE VERNOVA INC
+$583.2K
3,273
-6%
减持
ASTE
ASTEC INDUSTRIES INC
+$579.3K
152,109
-13%
减持
—
VANECK VIETNAM ETF
-$576.5K
287,644
-1%
清仓
LH
LABCORP HLDGS INC
-$554.4K
0
-100%
增持
—
BCE INC F
+$548.4K
241,927
+4%
减持
—
CISCO SYSTEMS INC
-$531.9K
320,574
-3%
建仓
—
CHEWY INC CLASS A
+$523.8K
19,400
减持
—
AGILENT TECHNOLOGIES INC
-$523.3K
13,525
-11%
减持
—
SOLVENTUM CORP
-$503.9K
25,348
-7%
减持
—
ALPHABET INC CLASS C
-$474.5K
16,738
-0%
减持
HAE
HAEMONETICS
-$453.2K
11,300
-17%
增持
—
SEAGATE TECHNOLOGY HOLDINGS
+$447.7K
2,013
+63%
清仓
—
IQVIA HLDGS INC
-$428.3K
0
-100%
增持
DIS
DISNEY WALT CO
-$427.8K
83,042
+12%
减持
—
FLOWSERVE CORP
-$419.4K
124,825
-10%
清仓
—
GENERAL MTRS CO
-$410.7K
0
-100%
减持
KNF
KNIFE RIVER ORD
+$410.6K
54,392
-5%
建仓
—
THE MOSAIC CO
+$401.6K
15,750
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$386.8K
1,169
-38%
清仓
PANW
PALO ALTO NETWORKS INC
-$383.5K
0
-100%
减持
—
UNITED THERAPEUTICS CORP
+$379.6K
6,355
-9%
增持
AZTA
AZENTA INC
+$377.4K
109,344
+88%
减持
—
MODERNA INC
+$369.4K
19,550
-8%
减持
—
JAZZ PHARMACEUTICALS P F
+$359.1K
32,833
-5%
减持
STT
STATE STR CORP
-$358.9K
39,588
-5%
减持
IDA
IDACORP INC
+$331.8K
36,029
-5%
清仓
GABC
GERMAN AMERICAN BANCORP ORD
-$320.9K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$320.2K
5,400
+98%
减持
CVX
CHEVRON CORP NEW
+$318.3K
6,261
-2%
减持
—
EVERSOURCE ENERGY
+$309.7K
193,788
-1%
增持
—
EAGLE MATLS INC
-$305.1K
29,296
+3%
建仓
BAX
BAXTER INTL INC
+$298.9K
17,793
清仓
ALB
ALBEMARLE CORP
-$297.0K
0
-100%
减持
LOW
LOWES COS INC
-$292.8K
19,230
-4%
建仓
CAT
CATERPILLAR INC
+$280.6K
396
减持
ILMN
ILLUMINA INC
-$271.4K
6,125
-22%
建仓
—
DENTSPLY SIRONA INC
+$269.1K
23,200
建仓
PCYO
PURE CYCLE CORP
+$264.6K
26,300
清仓
FE
FIRSTENERGY CORP
-$241.8K
0
-100%
减持
SO
SOUTHERN CO
+$232.5K
25,880
-0%
减持
—
TERADATA CORP DEL
-$229.8K
21,200
-17%
增持
FISV
FISERV INC
+$229.6K
13,083
+76%
清仓
—
META PLATFORMS INC CLASS A
-$221.8K
0
-100%
减持
—
COHERENT CORP
-$221.2K
20,650
-26%
清仓
ROP
ROPER TECHNOLOGIES INC
-$218.1K
0
-100%
增持
OTTR
OTTER TAIL CORP
+$217.5K
25,450
+2%
建仓
—
VERIZON COMMUNICATIONS I
+$215.3K
4,288
清仓
NVS
NOVARTIS AG
-$210.9K
0
-100%
清仓
VTV
VANGUARD VALUE ETF
-$208.2K
0
-100%
清仓
JPM
J P MORGAN CHASE & CO
-$203.9K
0
-100%
减持
MDU
M D U RESOURCES GRP
+$202.5K
376,640
-3%
增持
VOO
VANGUARD S&P 500 ETF
-$190.6K
6,614
+0%
增持
—
AMERICAN TOWER CORP NEW REIT
+$169.2K
63,259
+3%
减持
WBS
WEBSTER FINL CORP
+$169.1K
27,550
-1%
减持
CCK
CROWN HLDGS INC
-$168.6K
24,114
-4%
减持
EA
ELECTRONIC ARTS INC
-$152.1K
19,750
-3%
清仓
GT
GOODYEAR TIRE & RUBR CO
-$151.5K
0
-100%
减持
SOLS
SOLSTICE ADVANCED MATERIALS OR
+$150.6K
5,740
-3%
减持
—
GSK PLC ADR F SPONSORED ADR 1
+$136.1K
72,610
-8%
减持
—
MACOM TECHNOLOGY SOLUTIO
+$130.9K
4,600
-12%
增持
SYY
SYSCO CORP
-$129.4K
69,660
+1%
减持
—
TORTOISE ENERGY INFRASTR
+$128.5K
15,083
-1%
减持
VNT
VONTIER CORP
-$125.5K
59,796
-1%
减持
MU
MICRON TECHNOLOGY INC
+$120.6K
2,860
-3%
减持
—
EAGLE BANCORP MONT INC
-$116.5K
48,910
-13%
减持
PEG
PUBLIC SVC ENTERPRISE GR
-$112.9K
36,322
-4%
减持
—
ZIMMER BIOMET HLDGS INC
-$110.5K
18,866
-7%
减持
GE
GE AEROSPACE
-$109.1K
1,298
-16%
减持
WTS
WATTS WATER TECHNOLOGIES CLASS
+$105.0K
11,225
-2%
增持
AOS
SMITH A O CORP
+$83.2K
11,100
+14%
增持
NWFL
NORWOOD FINL CORP
+$82.0K
14,800
+17%
建仓
—
PURECYCLE TECHNOLOGIES I CLASS
+$81.0K
15,600
减持
—
DUKE ENERGY CORP NEW
+$78.9K
6,403
-1%
增持
—
QUEST DIAGNOSTICS INC
+$63.0K
2,032
+5%
减持
—
SELECT SECTOR UTI SELECT SPDR
-$61.6K
18,114
-13%
减持
RHHBY
ROCHE HLDG LTD F SPONSORED ADR
-$59.6K
4,300
-19%
减持
—
WATERSTONE FINL INC MD
+$57.5K
61,248
-3%
减持
—
NVIDIA CORP
-$57.5K
1,377
-14%
增持
BKNG
BOOKING HOLDINGS ORD
-$54.5K
244
+21%
减持
—
XYLEM INC
-$53.2K
2,780
-2%
减持
CACI
CACI INTL INC CLASS A
-$35.4K
18,474
-2%
减持
BKH
BLACK HILLS CORP
-$32.9K
50,924
-1%
增持
PLNT
PLANET FITNESS INC
-$32.2K
17,650
+42%
减持
OCFC
OCEANFIRST FINL CORP
-$28.2K
25,300
-6%
增持
KDP
KEURIG DR PEPPER INC
+$25.8K
169,700
+7%
减持
EMA
EMERA INC F
-$23.2K
14,600
-8%
增持
—
APTIV PLC F
+$22.2K
9,250
+13%
减持
ITW
ILLINOIS TOOL WKS INC
-$21.6K
1,975
-9%
减持
BUSE
FIRST BUSEY ORD
+$14.1K
20,780
-3%
减持
—
GOLDMAN SACHS GROUP INC
-$12.3K
265
-1%
减持
—
JOHNSON CONTROLS INTER F
+$12.1K
7,499
-7%
减持
SKBSY
SKANSKA AB F SPONSORED ADR 1 A
+$11.2K
72,566
-0%
