JOHN G ULLMAN & ASSOCIATES INC — 13F holdings

JOHN G ULLMAN & ASSOCIATES INC reported 181 holdings worth $824M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

1. GLW CORNING INC — $59.7M (7.2%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $51.5M (6.2%)
3. CSCO CISCO SYS INC — $37.2M (4.5%)
4. EMR EMERSON ELEC CO — $35.5M (4.3%)
5. OGE OGE ENERGY CORP — $22.3M (2.7%)
6. AVGO BROADCOM INC — $21.2M (2.6%)
7. TEL TE CONNECTIVITY PLC — $19.0M (2.3%)
8. AMZN AMAZON COM INC — $15.1M (1.8%)
9. BE BLOOM ENERGY CORP — $14.9M (1.8%)
10. WTRG ESSENTIAL UTILS INC — $14.6M (1.8%)