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Filers›Family Office›JOHN G ULLMAN & ASSOCIATES INC
DOSSIER · 13F-HR · Q4 2025

JOHN G ULLMAN & ASSOCIATES INC

JOHN G ULLMAN & ASSOCIATES's family office based in London, UK — $750M in tracked AUM across 179 positions as of Q4 2025.

JG
JOHN G ULLMAN & ASSOCIATES·London, UK·Family Office
CIK 0000919530 · last filed Dec 31, 2025
Total AUM
$750M
▲ 3.0%
vs prior
Holdings
179
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Financials
9% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

JOHN G ULLMAN & ASSOCIATES INC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR M F SPONS
$39M127K5.1%
02
EMR
EMERSON ELEC CO
$37M277K4.9%
03
GLW
CORNING INC
$34M384K4.5%
04
CSCO
CISCO SYSTEMS INC
$25M330K3.4%
05
g87052109
TE CONNECTIVITY PLC F
$22M99K3.0%
06
AVGO
BROADCOM INC
$22M62K2.9%
07
OGE
OGE ENERGY CORP
$21M499K2.8%
08
WTRG
ESSENTIAL UTILS INC
$16M405K2.1%
09
AMZN
AMAZON.COM INC
$16M67K2.1%
10
MSFT
MICROSOFT CORP
$15M31K2.0%

Filing history

Filing history loading…
AI Agent · grounded in JOHN
haiku-4-5 · 179 positions indexed
Sector mix
  • Financials9%
  • Health Care18%
  • Cons. Disc.13%
  • Industrials6%
  • Energy28%
  • Other26%
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