John G Ullman & Associates Inc / TSM
John G Ullman & Associates Inc’s Taiwan Semiconductor Manufac Position
Does John G Ullman & Associates Inc own Taiwan Semiconductor Manufac (TSM)? Yes — 120.8K shares worth $41M (+5.41% of its 13F portfolio) as of Q1 2026, down from 127.1K shares the prior filed quarter.
Position Value
$41M
Q1 2026
Shares
120.8K
% of Portfolio
+5.41%
Quarters Held
30
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 120.8K | $41M | +5.41% |
| Q4 2025 | 127.1K | $39M | +5.15% |
| Q3 2025 | 135.3K | $38M | +5.09% |
| Q2 2025 | 138.7K | $31M | +4.66% |
| Q1 2025 | 139.1K | $23M | +3.56% |
| Q4 2024 | 139.3K | $28M | +4.05% |
| Q3 2024 | 144.6K | $25M | +3.61% |
| Q2 2024 | 148.7K | $26M | +3.94% |
| Q1 2024 | 152.3K | $21M | +3.18% |
| Q4 2023 | 153.5K | $16M | +2.53% |
| Q3 2023 | 154.1K | $13M | +2.19% |
| Q2 2023 | 140.8K | $14M | +2.19% |
| Q1 2023 | 140.9K | $13,107 | +2.04% |
| Q4 2022 | 142.0K | $10,579 | +1.69% |
| Q3 2022 | 138.1K | $9M | +1.66% |
| Q2 2022 | 107.3K | $9M | +1.41% |
| Q1 2022 | 84.6K | $9M | +1.22% |
| Q4 2021 | 85.0K | $10M | +1.41% |
| Q3 2021 | 85.8K | $10M | +1.30% |
| Q2 2021 | 87.2K | $10M | +1.37% |
| Q1 2021 | 88.1K | $10M | +1.40% |
| Q4 2020 | 91.1K | $10M | +1.54% |
| Q3 2020 | 93.2K | $8M | +1.56% |
| Q2 2020 | 97.1K | $6M | +1.35% |
| Q1 2020 | 94.4K | $5M | +1.20% |
| Q4 2019 | 32.3K | $2M | +0.32% |
| Q3 2019 | 13.5K | $627,000 | +0.11% |
| Q2 2019 | 13.5K | $529,000 | +0.09% |
| Q1 2019 | 13.5K | $553,000 | +0.10% |
| Q4 2018 | 10.6K | $391,000 | +0.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See John G Ullman & Associates Inc’s full portfolio or all institutional holders of TSM.