account_balance
Investment manager · 13F filer · SEC CIK 919530
John G Ullman & Associates Inc
Reported value$777Mas of Sep 30, 2026
Positions185 14 new, 10 sold out
Top 10 weight33.3%TSM alone is 6%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.0%Trimmed −5%
EMREmerson Electric Co
4.9%Trimmed −2%
GLWCorning Inc
4.6%
CSCOCisco Systems, Inc.
4.2%Trimmed −4%
OGEOGE Energy Corp.
2.6%Trimmed −3%
TELTE Connectivity PLC
2.5%Trimmed −2%
AVGOBroadcom Inc.
2.5%Trimmed −3%
XOMExxonMobil Holdings Corp
2.1%Trimmed −3%
AMZNAmazon.com Inc
2.0%
MSFTMicrosoft Corp
1.9%
WTRGEssential Utilities, Inc.
1.8%Trimmed −5%
BEBloom Energy Corp
1.7%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.0%Trimmed −5%
EMREmerson Electric Co
4.9%Trimmed −2%
GLWCorning Inc
4.6%
CSCOCisco Systems, Inc.
4.2%−4%
OGEOGE Energy Corp.
2.6%
TELTE Connectivity PLC
2.5%
AVGOBroadcom Inc.
2.5%
XOMExxonMobil Holdings Corp
2.1%
AMZNMSFTWTRG1.8%BE1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 6.0% Trimmed −5%EMR Emerson Electric Co 4.9% Trimmed −2%GLW Corning Inc 4.6% HeldCSCO Cisco Systems, Inc. 4.2% Trimmed −4%OGE OGE Energy Corp. 2.6% Trimmed −3%TEL TE Connectivity PLC 2.5% Trimmed −2%AVGO Broadcom Inc. 2.5% Trimmed −3%XOM ExxonMobil Holdings Corp 2.1% Trimmed −3%AMZN Amazon.com Inc 2.0% HeldMSFT Microsoft Corp 1.9% HeldWTRG Essential Utilities, Inc. 1.8% Trimmed −5%BE Bloom Energy Corp 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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