Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JOHN G ULLMAN & ASSOCIATES INC (CIK 919530) reported $754.3M across 173 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLW ($43.5M, 5.76%), TSM ($40.8M, 5.41%), EMR ($32.8M, 4.35%), CSCO ($24.9M, 3.30%), OGE ($23.3M, 3.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $43.5M | 5.76% | 319,742 | Trimmed |
| 2 | TSM | TAIWAN SEMICONDUCTOR M F SPONS | $40.8M | 5.41% | 120,778 | Trimmed |
| 3 | EMR | EMERSON ELEC CO | $32.8M | 4.35% | 250,719 | Trimmed |
| 4 | CSCO | CISCO SYSTEMS INC | $24.9M | 3.30% | 320,574 | Trimmed |
| 5 | OGE | OGE ENERGY CORP | $23.3M | 3.09% | 485,435 | Trimmed |
| 6 | TEL | TE CONNECTIVITY PLC F | $19.9M | 2.64% | 95,325 | Trimmed |
| 7 | AVGO | BROADCOM INC | $18.0M | 2.39% | 58,205 | Trimmed |
| 8 | XOM | EXXON MOBIL CORP | $17.8M | 2.36% | 104,772 | Trimmed |
| 9 | BE | BLOOM ENERGY CORP CLASS A | $17.0M | 2.26% | 125,662 | Trimmed |
| 10 | WTRG | ESSENTIAL UTILS INC | $16.3M | 2.15% | 403,549 | Trimmed |
| 11 | NEE | NEXTERA ENERGY INC | $13.9M | 1.85% | 150,053 | Trimmed |
| 12 | SLB | SCHLUMBERGER LTD F | $13.7M | 1.82% | 266,895 | Trimmed |
| 13 | ES | EVERSOURCE ENERGY | $13.4M | 1.78% | 193,788 | Trimmed |
| 14 | AMZN | AMAZON.COM INC | $13.2M | 1.75% | 63,233 | Trimmed |
| 15 | D | DOMINION ENERGY INC | $12.3M | 1.63% | 198,571 | Added |
| 16 | POR | PORTLAND GENERAL ELECTRIC CO | $11.3M | 1.50% | 214,357 | Trimmed |
| 17 | MRK | MERCK & CO. INC. | $11.3M | 1.50% | 94,272 | Trimmed |
| 18 | AMT | AMERICAN TOWER CORP NEW REIT | $10.9M | 1.45% | 63,259 | Added |
| 19 | GNRC | GENERAC HLDGS INC | $10.8M | 1.44% | 55,500 | Trimmed |
| 20 | IBM | IBM CORP | $10.8M | 1.43% | 44,520 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $10.7M | 1.42% | 29,035 | Trimmed |
| 22 | LNN | LINDSAY CORP | $10.5M | 1.40% | 88,410 | Added |
| 23 | CACI | CACI INTL INC CLASS A | $10.0M | 1.33% | 18,474 | Trimmed |
| 24 | EQT | EQT CORP | $9.5M | 1.26% | 149,316 | Added |
| 25 | FLS | FLOWSERVE CORP | $9.2M | 1.22% | 124,825 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31