StockDriftsStockDriftsTop 50 John G Ullman & Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 5.76% | 319.7K | $43.5M | -16.63%(-63.79K) | $24.34(+708.41%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | 5.41% | 120.8K | $40.8M | -4.95%(-6.29K) | $86.44(+402.24%) | 2026-03-31 | |
| EMR | EMERSON ELEC CO | 4.35% | 250.7K | $32.8M | -9.63%(-26.72K) | $61.16(+127.36%) | 2026-03-31 | |
| OGE | OGE ENERGY CORP | 3.09% | 485.4K | $23.3M | -2.74%(-13.66K) | $32.18(+53.62%) | 2026-03-31 | |
| BE | BLOOM ENERGY CORP CLASS A | 2.26% | 125.7K | $17.0M | -5.36%(-7.11K) | $12.65(+2041.52%) | 2026-03-31 | |
| SLB | SCHLUMBERGER LTD F | 1.82% | 266.9K | $13.7M | -1.38%(-3.73K) | $38.21(+18.11%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 1.75% | 63.2K | $13.2M | -6.02%(-4.05K) | $114.98(+111.06%) | 2026-03-31 | |
| POR | PORTLAND GENERAL ELECTRIC CO | 1.5% | 214.4K | $11.3M | -1.57%(-3.43K) | $44.18(+19.32%) | 2026-03-31 | |
| GNRC | GENERAC HLDGS INC | 1.44% | 55.5K | $10.8M | -3.52%(-2.02K) | $135.08(+87.05%) | 2026-03-31 | |
| IBM | IBM CORP | 1.43% | 44.5K | $10.8M | -8.57%(-4.17K) | $120.46(+140.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.26% | +61.24% |
| Top 20 Holdings Unweighted | +14.72% | +50.98% |
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