John G. Ullman & Associates Inc. has recently submitted its 13F-HR filing, detailing its investment holdings as of September 30, 2026. The firm reported total holdings valued at approximately $777.16 million. This filing highlights the company's ongoing investment strategies and portfolio management.
As an investment management firm based in Corning, New York, John G. Ullman & Associates operates in the financial services sector, focusing on asset management and investment advisory services. The firm has consistently filed 13F-HR reports, with the latest submission being on November 4, 2026, following previous filings in August and May of the same year.
The recent filing indicates that the firm holds a diverse portfolio, including significant positions in well-known companies. For instance, the report shows holdings in major corporations such as Amazon.com Inc., Alphabet Inc., and Abbott Laboratories. The total number of reported positions amounts to 185, reflecting a robust investment strategy.
The filing states, "The total value of the holdings is $777,160,123," which underscores the firm's substantial influence in the investment management landscape. This level of investment suggests a commitment to maintaining a diversified portfolio, which could appeal to current and prospective clients.
This filing may affect various stakeholders, including investors, analysts, and other investment firms. By providing insights into its portfolio, John G. Ullman & Associates allows others in the industry to gauge market trends and investment strategies. Additionally, the report may influence potential clients considering the firm's services.
Looking ahead, it remains unclear what specific actions the firm will take following this filing. The filing does not indicate any forthcoming votes or additional disclosures, leaving stakeholders to await further updates from the firm.
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