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 2025-12-31 (249 days), 44 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year n/a · all +18.8%
  • Max drawdown n/a · win rate 15% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • GLW · 7.2% · long · since 2025-12-31
  • TSM · 6.2% · long · since 2025-12-31
  • CSCO · 4.5% · long · since 2025-12-31
  • EMR · 4.3% · long · since 2025-12-31
  • OGE · 2.7% · long · since 2025-12-31
  • AVGO · 2.6% · long · since 2025-12-31
  • G87052109 · 2.3% · long · since 2025-12-31
  • AMZN · 1.8% · long · since 2025-12-31
  • BE · 1.8% · long · since 2025-12-31
  • 29670G102 · 1.8% · long · since 2025-12-31
  • 30233Q108 · 1.7% · long · since 2026-06-30
  • D · 1.6% · long · since 2025-12-31

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