John G Ullman & Associates Inc 13F annual report
John G Ullman & Associates Inc is an investment fund managing more than $630 billion ran by John Ullman. There are currently 169 companies in Mr. Ullman’s portfolio. The largest investments include Emerson Elec Co and Corning, together worth $58.2 billion.
Limited to 30 biggest holdings
$630 billion Assets Under Management (AUM)
As of 24th January 2024, John G Ullman & Associates Inc’s top holding is 365,202 shares of Emerson Elec Co currently worth over $35.5 billion and making up 5.6% of the portfolio value.In addition, the fund holds 744,708 shares of Corning worth $22.7 billion, whose value fell 9.2% in the past six months. The third-largest holding is Ibm Corp worth $21.6 billion and the next is Oge worth $19.8 billion, with 567,580 shares owned.
Currently, John G Ullman & Associates Inc's portfolio is worth at least $630 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at John G Ullman & Associates Inc
The John G Ullman & Associates Inc office and employees reside in Corning, New York. According to the last 13-F report filed with the SEC, John Ullman serves as the CEO at John G Ullman & Associates Inc.
