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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 Q2 2025 · Filed July 29, 2025 · Accession 0000919530-25-000003

Total Value
$673.8M
Positions
174
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (174)

#IssuerTicker / CUSIPSharesValue% of Filing
1EMERSON ELEC COEMR283,961$37.9M5.62%
2TAIWAN SEMICONDUCTOR M F SPONS874039100138,692$31.4M4.66%
3CORNING INCGLW560,239$29.5M4.37%
4IBM CORPINTR82,735$24.4M3.62%
5BROADCOM INCAVGO87,515$24.1M3.58%
6CISCO SYSTEMS INCCSCO336,265$23.3M3.46%
7OGE ENERGY CORPOGE514,468$22.8M3.39%
8TE CONNECTIVITY PLC FTEL103,914$17.5M2.60%
9NOVARTIS AGNVSEF137,407$16.6M2.47%
10MICROSOFT CORPMSFT32,148$16.0M2.37%
11AMAZON.COM INCAMZN68,798$15.1M2.24%
12AMERICAN TOWER CORP NEW REITAMT52,982$11.7M1.74%
13EXXON MOBIL CORPXOM107,041$11.5M1.71%
14ESSENTIAL UTILS INC29670g102266,002$9.9M1.47%
15CACI INTL INC CLASS A12719030420,232$9.6M1.43%
16DISNEY WALT CO25468710676,379$9.5M1.41%
17SCHLUMBERGER LTD FSLB274,187$9.3M1.38%
18LINDSAY CORPLNN58,186$8.4M1.25%
19GENERAC HLDGS INCGNRC58,301$8.3M1.24%
20ITRON INCITRI58,488$7.7M1.14%
21ASTEC INDUSTRIES INC046224101183,992$7.7M1.14%
22PORTLAND GENERAL ELECTRIC CO736508847185,936$7.6M1.12%
23FLOWSERVE CORPFLS143,500$7.5M1.11%
24MERCK & CO. INC.MRK94,313$7.5M1.11%
25GRANITE CONSTR INCGVA79,282$7.4M1.10%
26EVERSOURCE ENERGYES112,702$7.2M1.06%
27BRISTOL-MYERS SQUIBBCELG-RI154,644$7.2M1.06%
28HONEYWELL INTL INC43851610630,186$7.0M1.04%
29BLOOM ENERGY CORP CLASS ABE282,700$6.8M1.00%
30VULCAN MATLS CO92916010925,775$6.7M1.00%
31M D U RESOURCES GRP552690109394,297$6.6M0.98%
32FISERV INCFISV36,782$6.3M0.94%
33WESTERN DIGITAL CORPWDC92,543$5.9M0.88%
34DOMINION ENERGY INCD103,182$5.8M0.87%
35EVERUS CONSTRUCTION GROUP ORDEVEX-WT90,473$5.7M0.85%
36NEW JERSEY RES CORPNJR122,327$5.5M0.81%
37SYSCO CORPSYY72,276$5.5M0.81%
38TOMPKINS FINL CORP89011010986,504$5.4M0.81%
39LUMENTUM HOLDINGS INCLITE50,248$4.8M0.71%
40NEXSTAR MEDIA GROUP INCNXST27,593$4.8M0.71%
41KNIFE RIVER ORDKNF57,992$4.7M0.70%
42EQT CORPEQT81,100$4.7M0.70%
43THERMO FISHER SCIENTIFICTMO11,614$4.7M0.70%
44IDACORP INCIDA39,618$4.6M0.68%
45STATE STR CORPSTT-PG42,993$4.6M0.68%
46LOWES COS INC54866110720,555$4.6M0.68%
47ORACLE CORPORCL-PD20,655$4.5M0.67%
48SNOWFLAKE INC CLASS ASNOW20,125$4.5M0.67%
49COHERENT CORPCOHR48,825$4.4M0.65%
50VANECK VIETNAM ETF92189f817314,390$4.3M0.64%
51GORMAN RUPP CO CLASS EQUITYGRC111,783$4.1M0.61%
52ABBOTT LABSABLZF30,038$4.1M0.61%
53INTEL CORPINTC181,250$4.1M0.60%
54ALPHABET INC CLASS AGOOG22,708$4.0M0.59%
55HERC HLDGS INCHRI30,080$4.0M0.59%
56VANGUARD S&P 500 ETF9229083636,923$3.9M0.58%
57GE HEALTHCARE TECHNOLOGIGEHC51,787$3.8M0.57%
58JAZZ PHARMACEUTICALS P FJAZZ35,910$3.8M0.57%
59ELECTRONIC ARTS INCEA23,250$3.7M0.55%
60PFIZER INCPFE150,703$3.7M0.54%
61SALESFORCE INCCRM13,269$3.6M0.54%
62GE AEROSPACE36960430113,729$3.5M0.52%
63APPLE INCAAPL17,183$3.5M0.52%
64ENCOMPASS HEALTH CORPEHC28,600$3.5M0.52%
65PUBLIC SVC ENTERPRISE GR74457310639,122$3.3M0.49%
66EAGLE MATLS INCEXP15,775$3.2M0.47%
67GSK PLC ADR F SPONSORED ADR 1GLAXF82,100$3.2M0.47%
68PAYPAL HLDGS INCPYPL41,280$3.1M0.46%
69BLACK HILLS CORPBKH52,941$3.0M0.44%
70WATTS WATER TECHNOLOGIES CLASSWTS11,977$2.9M0.44%
71ALPHABET INC CLASS CGOOG15,178$2.7M0.40%
72CROWN HLDGS INCCCK26,041$2.7M0.40%
73AMGEN INCAMGN9,071$2.5M0.38%
74SOUTHERN COSOMN26,092$2.4M0.36%
75ZIMMER BIOMET HLDGS INCZBH25,850$2.4M0.35%
76BCE INC FBCPPF104,815$2.3M0.34%
77VONTIER CORPVNT61,921$2.3M0.34%
78ELI LILLY AND COLLY2,883$2.2M0.33%
79SOLVENTUM CORPSOLV28,500$2.2M0.32%
80BAXTER INTL INC07181310970,829$2.1M0.32%
81UNITED THERAPEUTICS CORPUTHR7,281$2.1M0.31%
82AGILENT TECHNOLOGIES INCA17,075$2.0M0.30%
83GE VERNOVA INCGEV3,664$1.9M0.29%
84EQUINOR ASA F SPONSORED ADR 1STOHF76,359$1.9M0.28%
85NEXTERA ENERGY INCNEE-PW26,947$1.9M0.28%
86SKANSKA AB F SPONSORED ADR 1 A83056120574,000$1.7M0.25%
87BANCROFT CF05969510682,913$1.6M0.23%
88WEBSTER FINL CORP94789010928,333$1.5M0.23%
89AZENTA INCAZTA48,645$1.5M0.22%
90SANDISK CORP SNDKSNDK29,992$1.4M0.20%
91CIENA CORPCIEN16,700$1.4M0.20%
92HALLIBURTON COHAL63,708$1.3M0.19%
93VANGUARD FTSE EMERGING MARKETS92204285825,300$1.3M0.19%
94OTTER TAIL CORPOTTR15,950$1.2M0.18%
95ACV AUCTIONS INC CLASS AACVA66,284$1.1M0.16%
96HYDRO ONE LTD FHYNLY29,700$1.1M0.16%
97EAGLE BANCORP MONT INCEBMT58,512$975,3950.14%
98CHEVRON CORP NEWCVX6,469$926,2830.14%
99BERKSHIRE HATHAWAY CLASS BBRK-A1,879$912,7620.14%
100ARGAN INCAGX4,100$903,9680.13%
101MACOM TECHNOLOGY SOLUTIO55405y1005,700$816,7530.12%
102DUKE ENERGY CORP NEWDUKB6,832$806,1760.12%
103JOHNSON CONTROLS INTER FJCI7,574$799,9660.12%
104CONSTELLATION ENERGY CORCEG2,465$795,6030.12%
105SHELL PLC F SPONSORED ADR 1 ADRYDAF11,100$781,5510.12%
106GILEAD SCIENCES INCGILD7,019$778,1560.12%
107TEXAS INSTRS INC8825081043,597$746,8090.11%
108REGENERON PHARMS INCREGN1,405$737,6250.11%
109EMERA INC FEMRJF15,800$723,3920.11%
110RBB BANCORPRBB41,752$718,5520.11%
111BECTON DICKINSON & COBDX4,125$710,5310.11%
112WATERSTONE FINL INC MD94188p10151,100$705,6910.10%
113ALLIANT ENERGY CORPLNT11,300$683,3110.10%
114TORTOISE ENERGY INFRASTRTYG15,241$668,9270.10%
115BP P L C F SPONSORED ADR 1 ADRBPPFF21,900$655,4670.10%
116LABCORP HLDGS INCLH2,310$606,3980.09%
117SMITH A O CORPAOS9,200$603,2440.09%
118SELECT SECTOR UTI SELECT SPDR81369y8867,057$576,2750.09%
119AMPHENOL CORP NEW CLASS A0320951015,775$570,2810.08%
1203M COMMM3,700$563,2880.08%
121ILLINOIS TOOL WKS INC4523081092,200$543,9500.08%
122FIRST BUSEY ORDBUSEP23,295$533,1060.08%
123FRANKLIN ELEC INCFELE5,400$484,5960.07%
124OCEANFIRST FINL CORP67523410827,200$478,9920.07%
125PALO ALTO NETWORKS INCPANW2,256$461,6680.07%
126PHILLIPS 66PSX3,850$459,3050.07%
127MODERNA INCMRNA16,100$444,1990.07%
128AGCO CORP DELAGCO4,300$443,5880.07%
129VANGUARD TOTAL STOCK MARKET ET9229087691,354$411,5210.06%
130MARATHON PETROLEUM CORPMARA2,463$409,1290.06%
131CIRRUS LOGIC INCCRUS3,900$406,5940.06%
132SHERWIN-WILLIAMS COSHW1,150$394,8640.06%
133ILLUMINA INCILMN4,100$391,1810.06%
134THE COCA-COLA COKO5,492$388,5590.06%
135APTIV PLC FAPTV5,600$382,0320.06%
136AMERICAN ELEC PWR CO INC0255371013,469$359,9430.05%
137ITT INCITT2,295$359,9250.05%
138NORWOOD FINL CORPNWFL13,600$350,6080.05%
139NATIONAL BANK OF CANADA ORDNBHC3,330$343,3560.05%
140MICRON TECHNOLOGY INCMU2,763$340,5400.05%
141TERADATA CORP DELTDC15,100$336,8810.05%
142ISHS MSCI EMERG MRKT MIN VOL F4642865335,350$335,9800.05%
143XYLEM INCXYL2,580$333,7490.05%
144ALGONQUIN PWR & UTILS F01585710556,100$321,4530.05%
145GERMAN AMERICAN BANCORP ORD3738651048,190$315,3970.05%
146EATON CORP PLC FETN868$309,8670.05%
147IQVIA HLDGS INCIQV1,900$299,4210.04%
148VANGUARD INFORMATION TECHNOLOG92204A702445$295,1600.04%
149ROPER TECHNOLOGIES INCROP490$277,7520.04%
150INVSC WATER RESC PORTFOLIO ETFIVZ3,920$274,0470.04%
151AECOMACM2,350$265,2210.04%
152WEC ENERGY GROUP INCWEC2,466$256,9570.04%
153SPDR S&P REGIONAL BANKING ETF78464a6984,300$255,3770.04%
154DENTSPLY SIRONA INCXRAY15,800$250,9040.04%
155GENERAL MTRS CO37045v1005,050$248,5100.04%
156TUTOR PERINI CORPTPC5,000$233,9000.03%
157META PLATFORMS INC CLASS AMETA315$232,4980.03%
158CRH ADR REPSG 1 ORDCRH2,500$229,5000.03%
159PHILIP MORRIS INTERNATIONAL IN7181721091,197$218,0100.03%
160FIRSTENERGY CORPFE5,400$217,4040.03%
161ROCHE HLDG LTD F SPONSORED ADR7711951045,300$216,0280.03%
162ISHARES BIOTECHNOLOGY ETF4642875561,700$215,0670.03%
163THE MOSAIC COMOS5,750$209,7600.03%
164VERIZON COMMUNICATIONS IVZ4,832$209,0810.03%
165INVSC QQQ TRUST SRS 1 ETFIVZ379$209,0720.03%
166FLUOR CORP NEWFLR4,000$205,0800.03%
167AMERISERV FINL INC03074a10267,226$204,3670.03%
168INVSC S P 500 EQUAL WEIGHT ETFIVZ1,109$201,5500.03%
169BOSTON SCIENTIFIC CORPBSX1,874$201,2860.03%
170QUEST DIAGNOSTICS INCDGX1,114$200,1080.03%
171GOODYEAR TIRE & RUBR CO38255010118,000$186,6600.03%
172MEXICO FUND INC59283510210,600$186,2420.03%
173AVANTOR INCAVTR11,400$153,4440.02%
174AVALON ADVANCED MATERIALS INCAVLNF18,750$4160.00%