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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

JOHN G ULLMAN & ASSOCIATES INC

Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0000919530-25-000002

Total Value
$648.4M
Positions
170
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (170)

#IssuerTicker / CUSIPSharesValue% of Filing
1EMERSON ELEC COEMR285,244$31.3M4.82%
2CORNING INCGLW565,932$25.9M4.00%
3OGE ENERGY CORPOGE520,384$23.9M3.69%
4TAIWAN SEMICONDUCTOR M F SPONS874039100139,134$23.1M3.56%
5CISCO SYSTEMS INCCSCO337,965$20.9M3.22%
6IBM CORPINTR83,285$20.7M3.19%
7NOVARTIS AGNVSEF138,123$15.4M2.37%
8TE CONNECTIVITY PLC FTEL104,597$14.8M2.28%
9BROADCOM INCAVGO87,990$14.7M2.27%
10AMAZON.COM INCAMZN69,142$13.2M2.03%
11EXXON MOBIL CORPXOM107,210$12.8M1.97%
12SCHLUMBERGER LTD FSLB299,088$12.5M1.93%
13MICROSOFT CORPMSFT32,290$12.1M1.87%
14AMERICAN TOWER CORP NEW REITAMT53,132$11.6M1.78%
15ESSENTIAL UTILS INC29670g102260,902$10.3M1.59%
16BRISTOL-MYERS SQUIBBCELG-RI155,390$9.5M1.46%
17DISNEY WALT CO25468710686,355$8.5M1.31%
18FISERV INCFISV38,237$8.4M1.30%
19MERCK & CO. INC.MRK93,917$8.4M1.30%
20PORTLAND GENERAL ELECTRIC CO736508847180,511$8.1M1.24%
21CACI INTL INC CLASS A12719030420,315$7.5M1.15%
22LINDSAY CORPLNN58,869$7.4M1.15%
23FLOWSERVE CORPFLS144,800$7.1M1.09%
24EVERSOURCE ENERGYES113,002$7.0M1.08%
25BECTON DICKINSON & COBDX29,358$6.7M1.04%
26M D U RESOURCES GRP552690109396,163$6.7M1.03%
27PFIZER INCPFE261,167$6.6M1.02%
28HONEYWELL INTL INC43851610630,430$6.4M0.99%
29ASTEC INDUSTRIES INC046224101186,410$6.4M0.99%
30ITRON INCITRI58,997$6.2M0.95%
31GENERAC HLDGS INCGNRC48,401$6.1M0.95%
32VULCAN MATLS CO92916010926,175$6.1M0.94%
33NEW JERSEY RES CORPNJR123,660$6.1M0.94%
34GRANITE CONSTR INCGVA79,382$6.0M0.92%
35LOGILITY SUPPLY CHAIN029683109410,145$5.8M0.90%
36DOMINION ENERGY INCD102,246$5.7M0.88%
37SYSCO CORPSYY75,410$5.7M0.87%
38BLOOM ENERGY CORP CLASS ABE284,500$5.6M0.86%
39TOMPKINS FINL CORP89011010987,684$5.5M0.85%
40KNIFE RIVER ORDKNF58,520$5.3M0.81%
41NEXSTAR MEDIA GROUP INCNXST27,693$5.0M0.77%
42LOWES COS INC54866110720,975$4.9M0.75%
43ALBEMARLE CORPALB-PA67,733$4.9M0.75%
44JAZZ PHARMACEUTICALS P FJAZZ39,118$4.9M0.75%
45IDACORP INCIDA39,943$4.6M0.72%
46THERMO FISHER SCIENTIFICTMO8,943$4.5M0.69%
47GE HEALTHCARE TECHNOLOGIGEHC54,394$4.4M0.68%
48EQT CORPEQT82,000$4.4M0.68%
49INTEL CORPINTC187,742$4.3M0.66%
50HERC HLDGS INCHRI31,438$4.2M0.65%
51VANECK VIETNAM ETF92189f817327,457$4.1M0.63%
52REGENERON PHARMS INCREGN6,430$4.1M0.63%
53WESTERN DIGITAL CORPWDC100,611$4.1M0.63%
54ABBOTT LABSABLZF30,038$4.0M0.61%
55GORMAN RUPP CO CLASS EQUITYGRC112,433$3.9M0.61%
56STATE STR CORPSTT-PG43,476$3.9M0.60%
57WATTS WATER TECHNOLOGIES CLASSWTS18,627$3.8M0.59%
58SALESFORCE INCCRM13,761$3.7M0.57%
59APPLE INCAAPL16,583$3.7M0.57%
60VANGUARD S&P 500 ETF9229083637,047$3.6M0.56%
61AZENTA INCAZTA102,552$3.6M0.55%
62ELECTRONIC ARTS INCEA24,250$3.5M0.54%
63EVERUS CONSTRUCTION GROUP ORDEVEX-WT93,223$3.5M0.53%
64ZIMMER BIOMET HLDGS INCZBH30,150$3.4M0.53%
65ALPHABET INC CLASS AGOOG21,258$3.3M0.51%
66BLACK HILLS CORPBKH53,891$3.3M0.50%
67GSK PLC ADR F SPONSORED ADR 1GLAXF83,870$3.2M0.50%
68PUBLIC SVC ENTERPRISE GR74457310639,172$3.2M0.50%
69COHERENT CORPCOHR49,325$3.2M0.49%
70LUMENTUM HOLDINGS INCLITE50,548$3.2M0.49%
71SNOWFLAKE INC CLASS ASNOW20,425$3.0M0.46%
72ENCOMPASS HEALTH CORPEHC29,050$2.9M0.45%
73ORACLE CORPORCL-PD20,755$2.9M0.45%
74AMGEN INCAMGN9,290$2.9M0.45%
75PAYPAL HLDGS INCPYPL44,280$2.9M0.45%
76BAXTER INTL INC07181310983,604$2.9M0.44%
77EAGLE MATLS INCEXP12,800$2.8M0.44%
78GE AEROSPACE36960430113,729$2.7M0.42%
79BCE INC FBCPPF107,748$2.5M0.38%
80SOUTHERN COSOMN26,103$2.4M0.37%
81ELI LILLY AND COLLY2,883$2.4M0.37%
82CROWN HLDGS INCCCK26,441$2.4M0.36%
83UNITED THERAPEUTICS CORPUTHR7,356$2.3M0.35%
84AVANTOR INCAVTR137,849$2.2M0.34%
85SOLVENTUM CORPSOLV29,000$2.2M0.34%
86AGILENT TECHNOLOGIES INCA18,025$2.1M0.33%
87VONTIER CORPVNT62,321$2.0M0.32%
88NEXTERA ENERGY INCNEE-PW26,947$1.9M0.29%
89EQUINOR ASA F SPONSORED ADR 1STOHF72,159$1.9M0.29%
90ALPHABET INC CLASS CGOOG11,853$1.9M0.29%
91INVSC WILDERHILL CLEAN ENERGY46137v134116,869$1.8M0.28%
92SKANSKA AB F SPONSORED ADR 1 A83056120574,100$1.6M0.25%
93BANCROFT CF05969510685,344$1.5M0.23%
94WEBSTER FINL CORP94789010928,467$1.5M0.23%
95SANDISK CORP SNDKSNDK30,404$1.4M0.22%
96SEAGATE TECHNOLOGY HOLDINGSSE15,888$1.3M0.21%
97APTIV PLC FAPTV21,900$1.3M0.20%
98OTTER TAIL CORPOTTR15,950$1.3M0.20%
99WATERSTONE FINL INC MD94188p10192,711$1.2M0.19%
100VANGUARD FTSE EMERGING MARKETS92204285825,310$1.1M0.18%
101GE VERNOVA INCGEV3,664$1.1M0.17%
102CHEVRON CORP NEWCVX6,390$1.1M0.16%
103CIENA CORPCIEN16,700$1.0M0.16%
104EAGLE BANCORP MONT INCEBMT60,012$1.0M0.16%
105HYDRO ONE LTD FHYNLY29,700$999,0840.15%
106AMPHENOL CORP NEW CLASS A03209510114,867$975,1270.15%
107BERKSHIRE HATHAWAY CLASS BBRK-A1,799$958,1110.15%
108ACV AUCTIONS INC CLASS AACVA66,284$933,9420.14%
109DUKE ENERGY CORP NEWDUKB6,977$850,9850.13%
110SHELL PLC F SPONSORED ADR 1 ADRYDAF11,000$806,0800.12%
111TEXAS INSTRS INC8825081044,422$794,6330.12%
112GILEAD SCIENCES INCGILD7,021$786,6620.12%
113TERADATA CORP DELTDC34,500$775,5600.12%
114ARCBEST CORPARCB10,725$756,9700.12%
115BP P L C F SPONSORED ADR 1 ADRBPPFF21,900$740,0010.11%
116ALLIANT ENERGY CORPLNT11,300$727,1550.11%
117RBB BANCORPRBB41,552$685,6080.11%
118EMERA INC FEMRJF15,800$665,0220.10%
119TORTOISE ENERGY INFRASTRTYG15,241$656,1250.10%
120HALLIBURTON COHAL24,658$625,5730.10%
121JOHNSON CONTROLS INTER FJCI7,574$606,7530.09%
122SMITH A O CORPAOS9,100$594,7760.09%
123MACOM TECHNOLOGY SOLUTIO55405y1005,700$572,1660.09%
124AMERISERV FINL INC03074a102229,986$558,8660.09%
125SELECT SECTOR UTI SELECT SPDR81369y8867,057$556,4440.09%
126ILLINOIS TOOL WKS INC4523081092,200$545,6220.08%
1273M COMMM3,700$543,3820.08%
128ARGAN INCAGX4,100$537,7970.08%
129LABCORP HLDGS INCLH2,310$537,6290.08%
130NORWOOD FINL CORPNWFL22,200$536,5740.08%
131FIRST BUSEY ORDBUSEP24,827$536,2630.08%
132FRANKLIN ELEC INCFELE5,400$506,9520.08%
133CONSTELLATION ENERGY CORCEG2,465$497,0180.08%
134PHILLIPS 66PSX3,850$475,3980.07%
135MODERNA INCMRNA14,950$423,8320.07%
136OCEANFIRST FINL CORP67523410824,900$423,5490.07%
137SHERWIN-WILLIAMS COSHW1,150$401,5680.06%
138AGCO CORP DELAGCO4,300$398,0510.06%
139THE COCA-COLA COKO5,505$394,2680.06%
140AMERICAN ELEC PWR CO INC0255371013,582$391,4050.06%
141CIRRUS LOGIC INCCRUS3,900$388,6540.06%
142DENTSPLY SIRONA INCXRAY25,500$380,9700.06%
143MARATHON PETROLEUM CORPMARA2,463$358,8340.06%
144IQVIA HLDGS INCIQV1,900$334,9700.05%
145PALO ALTO NETWORKS INCPANW1,956$333,7720.05%
146VANGUARD TOTAL STOCK MARKET ET9229087691,181$324,5860.05%
147ISHS MSCI EMERG MRKT MIN VOL F4642865335,350$312,1190.05%
148XYLEM INCXYL2,580$308,2070.05%
149GERMAN AMERICAN BANCORP ORD3738651048,190$307,1250.05%
150ITT INCITT2,295$296,4220.05%
151ROPER TECHNOLOGIES INCROP490$288,8940.04%
152ILLUMINA INCILMN3,600$285,6240.04%
153MICRON TECHNOLOGY INCMU3,263$283,5220.04%
154NATIONAL BANK OF CANADA ORDNBHC3,330$274,8580.04%
155WEC ENERGY GROUP INCWEC2,480$270,2700.04%
156ROCHE HLDG LTD F SPONSORED ADR7711951046,200$255,1300.04%
157INVSC WATER RESC PORTFOLIO ETFIVZ3,920$252,9180.04%
158SPDR S&P REGIONAL BANKING ETF78464a6984,300$244,4550.04%
159VANGUARD INFORMATION TECHNOLOG92204A702445$241,3590.04%
160GENERAL MTRS CO37045v1005,050$237,5010.04%
161EATON CORP PLC FETN868$235,9480.04%
162ISHARES BIOTECHNOLOGY ETF4642875561,800$230,2200.04%
163ALGONQUIN PWR & UTILS F01585710543,100$221,5340.03%
164VERIZON COMMUNICATIONS IVZ4,881$221,4020.03%
165CRH ADR REPSG 1 ORDCRH2,500$219,9250.03%
166FIRSTENERGY CORPFE5,400$218,2680.03%
167AECOMACM2,350$217,9150.03%
168GOODYEAR TIRE & RUBR CO38255010118,000$166,3200.03%
169MEXICO FUND INC59283510210,600$150,8380.02%
170AVALON ADVANCED MATERIALS INCAVLNF18,750$3640.00%