Long-term investor
John G Ullman & Associates Inc. @johngullmanassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000919530).
Record
- Tracked since 2025-06-30 (476 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days -14.7% · 6 months +20.6% · 1 year +38.5% · all +38.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GLW · 7.2% · long · since 2025-06-30
- 874039100 · 6.2% · long · since 2025-06-30
- CSCO · 4.5% · long · since 2025-06-30
- EMR · 4.3% · long · since 2025-06-30
- OGE · 2.7% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- G87052109 · 2.3% · long · since 2025-06-30
- AMZN · 1.8% · long · since 2025-06-30
- BE · 1.8% · long · since 2025-06-30
- 29670G102 · 1.8% · long · since 2025-06-30
- 30233Q108 · 1.7% · long · since 2026-06-30
- D · 1.6% · long · since 2025-06-30