Pullen Investment Management
Latest statistics and disclosures from Pullen Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VTI, LINC, CVX, KEX, and represent 19.20% of Pullen Investment Management's stock portfolio.
- Added to shares of these 10 stocks: LPX, ARCB, ODFL, WNC, ALG, DRVN, HD, BRO, FCN, DNOW.
- Started 8 new stock positions in ODFL, ARCB, WNC, BRO, ALG, HD, HUM, LPX.
- Reduced shares in these 10 stocks: HII (-$5.2M), COKE, IWD, SENEA, SPB, IWM, MZTI, JAAA, KVUE, CVX.
- Sold out of its positions in COKE, GENC, HII, IWD, IWM, KVUE, MZTI.
- Pullen Investment Management was a net buyer of stock by $101k.
- Pullen Investment Management has $199M in assets under management (AUM), dropping by 4.90%.
- Central Index Key (CIK): 0002011668
Tip: Access up to 7 years of quarterly data
Positions held by Pullen Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Pullen Investment Management
Pullen Investment Management holds 98 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.6 | $11M | 19k | 597.54 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.7 | $9.4M | 29k | 320.81 |
|
|
| Lincoln Educational Services Corporation (LINC) | 3.8 | $7.6M | 188k | 40.68 |
|
|
| Chevron Corporation (CVX) | 2.7 | $5.3M | -6% | 26k | 206.90 |
|
| Kirby Corporation (KEX) | 2.4 | $4.7M | 36k | 132.88 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.2 | $4.4M | 175k | 25.10 |
|
|
| Newmont Mining Corporation (NEM) | 2.2 | $4.3M | +2% | 40k | 108.25 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 2.1 | $4.1M | 13k | 321.40 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.0 | $4.0M | 6.2k | 650.34 |
|
|
| Firstcash Holdings (FCFS) | 1.9 | $3.9M | 21k | 188.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $3.8M | -3% | 8.0k | 479.20 |
|
| UniFirst Corporation (UNF) | 1.8 | $3.5M | 14k | 251.59 |
|
|
| Barrick Mng Corp Com Shs (B) | 1.7 | $3.5M | 85k | 40.79 |
|
|
| Microsoft Corporation (MSFT) | 1.7 | $3.3M | 9.0k | 370.16 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $3.1M | 7.1k | 430.29 |
|
|
| Seneca Foods Corp Cl A (SENEA) | 1.5 | $3.0M | -40% | 20k | 151.12 |
|
| AZZ Incorporated (AZZ) | 1.5 | $2.9M | 23k | 125.13 |
|
|
| Louisiana-Pacific Corporation (LPX) | 1.5 | $2.9M | NEW | 40k | 72.75 |
|
| Arcbest (ARCB) | 1.4 | $2.8M | NEW | 29k | 98.36 |
|
| Southern Company (SO) | 1.4 | $2.8M | 29k | 96.52 |
|
|
| Federal Agric Mtg Corp CL C (AGM) | 1.4 | $2.8M | +4% | 19k | 148.35 |
|
| Virtu Finl Cl A (VIRT) | 1.4 | $2.7M | 62k | 43.98 |
|
|
| Now (DNOW) | 1.4 | $2.7M | +39% | 229k | 11.91 |
|
| Msa Safety Inc equity (MSA) | 1.4 | $2.7M | +2% | 16k | 163.95 |
|
| TETRA Technologies (TTI) | 1.3 | $2.7M | 314k | 8.52 |
|
|
| Cnx Resources Corporation (CNX) | 1.3 | $2.7M | 69k | 38.55 |
|
|
| FTI Consulting (FCN) | 1.3 | $2.6M | +49% | 14k | 176.77 |
|
| Ingram Micro Hldg Corp (INGM) | 1.3 | $2.5M | 109k | 23.31 |
|
|
| Crawford & Co Cl A (CRD.A) | 1.3 | $2.5M | 254k | 9.97 |
|
|
| Hanover Insurance (THG) | 1.3 | $2.5M | 15k | 173.35 |
|
|
| Driven Brands Hldgs (DRVN) | 1.2 | $2.5M | +141% | 195k | 12.61 |
|
| Marathon Petroleum Corp (MPC) | 1.2 | $2.4M | -2% | 9.8k | 244.18 |
|
| Allstate Corporation (ALL) | 1.1 | $2.2M | 11k | 207.34 |
|
|
| National Presto Industries (NPK) | 1.0 | $2.1M | 15k | 137.06 |
|
|
| Stepan Company (SCL) | 1.0 | $2.0M | +13% | 40k | 49.98 |
|
| PNC Financial Services (PNC) | 1.0 | $2.0M | 9.7k | 208.09 |
|
|
| Exxon Mobil Corporation (XOM) | 1.0 | $1.9M | -2% | 12k | 169.66 |
|
| Cme (CME) | 1.0 | $1.9M | 6.5k | 295.35 |
|
|
| Cisco Systems (CSCO) | 0.9 | $1.9M | 24k | 77.59 |
|
|
| Old Dominion Freight Line (ODFL) | 0.9 | $1.9M | NEW | 9.6k | 195.40 |
|
| Universal Technical Institute (UTI) | 0.9 | $1.9M | 52k | 36.10 |
|
|
| Preformed Line Products Company (PLPC) | 0.9 | $1.9M | 6.9k | 270.75 |
|
|
| Wabash National Corporation (WNC) | 0.9 | $1.8M | NEW | 214k | 8.62 |
|
| Graphic Packaging Holding Company (GPK) | 0.9 | $1.7M | +39% | 175k | 9.94 |
|
| Honeywell International (HON) | 0.9 | $1.7M | 7.6k | 226.03 |
|
|
| Lockheed Martin Corporation (LMT) | 0.9 | $1.7M | -2% | 2.8k | 604.39 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $1.7M | -7% | 1.7k | 996.69 |
|
| Labcorp Holdings Com Shs (LH) | 0.8 | $1.7M | 6.3k | 266.81 |
|
|
| Spectrum Brands Holding (SPB) | 0.8 | $1.7M | -44% | 23k | 73.70 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.7M | 6.8k | 244.45 |
|
|
| LKQ Corporation (LKQ) | 0.8 | $1.6M | +5% | 55k | 29.37 |
|
| Turtle Beach Corp Com New (TBCH) | 0.8 | $1.6M | +10% | 159k | 10.14 |
|
| Duke Energy Corp Com New (DUK) | 0.8 | $1.6M | 12k | 130.94 |
|
|
| Monro Muffler Brake (MNRO) | 0.8 | $1.6M | +6% | 98k | 16.04 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.8 | $1.5M | 49k | 31.48 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.8 | $1.5M | -39% | 30k | 50.37 |
|
| Alamo (ALG) | 0.7 | $1.5M | NEW | 8.9k | 164.97 |
|
| Unilever Spon Adr New (UL) | 0.7 | $1.4M | 25k | 56.97 |
|
|
| W.R. Berkley Corporation (WRB) | 0.7 | $1.4M | -2% | 21k | 66.28 |
|
| Home Depot (HD) | 0.7 | $1.4M | NEW | 4.2k | 328.89 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.7 | $1.3M | 14k | 92.04 |
|
|
| Merck & Co (MRK) | 0.7 | $1.3M | 11k | 120.29 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.6 | $1.3M | 19k | 67.07 |
|
|
| Williams Companies (WMB) | 0.6 | $1.3M | 17k | 72.78 |
|
|
| Shotspotter (SSTI) | 0.6 | $1.2M | +14% | 187k | 6.62 |
|
| Crown Castle Intl (CCI) | 0.6 | $1.2M | +6% | 15k | 81.31 |
|
| Warner Music Group Corp Com Cl A (WMG) | 0.6 | $1.2M | +51% | 47k | 25.54 |
|
| Titan Machinery (TITN) | 0.6 | $1.2M | +7% | 70k | 16.72 |
|
| Parsons Corporation (PSN) | 0.6 | $1.1M | +5% | 21k | 54.17 |
|
| Brown & Brown (BRO) | 0.6 | $1.1M | NEW | 17k | 65.21 |
|
| Norfolk Southern (NSC) | 0.6 | $1.1M | 3.9k | 287.00 |
|
|
| Crown Holdings (CCK) | 0.6 | $1.1M | 11k | 100.25 |
|
|
| Verizon Communications (VZ) | 0.5 | $1.1M | +4% | 22k | 50.20 |
|
| SYSCO Corporation (SYY) | 0.5 | $1.0M | 14k | 71.33 |
|
|
| American Vanguard (AVD) | 0.5 | $931k | +12% | 374k | 2.49 |
|
| Broadcom (AVGO) | 0.5 | $915k | 3.0k | 309.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $913k | 3.1k | 294.16 |
|
|
| Shell Spon Ads (SHEL) | 0.4 | $767k | 8.2k | 93.00 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $718k | 1.00 | 718140.00 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $677k | 5.4k | 124.28 |
|
|
| Amazon (AMZN) | 0.3 | $627k | 3.0k | 208.27 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $620k | 7.0k | 88.16 |
|
|
| Visa Com Cl A (V) | 0.3 | $568k | 1.9k | 302.24 |
|
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.3 | $542k | +2% | 9.1k | 59.42 |
|
| Essential Utils (WTRG) | 0.3 | $499k | +5% | 12k | 40.27 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $472k | 945.00 | 499.66 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.2 | $405k | 8.7k | 46.60 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.2 | $403k | 7.8k | 51.93 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $388k | 3.4k | 113.11 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $368k | 842.00 | 436.79 |
|
|
| Cdw (CDW) | 0.2 | $367k | +29% | 3.0k | 121.02 |
|
| Pan American Silver Corp Can (PAAS) | 0.2 | $354k | 6.5k | 54.63 |
|
|
| Humana (HUM) | 0.2 | $348k | NEW | 2.0k | 173.39 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $311k | 1.6k | 196.20 |
|
|
| EQT Corporation (EQT) | 0.1 | $274k | -2% | 4.3k | 63.64 |
|
| Dollar General (DG) | 0.1 | $258k | 2.2k | 118.73 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $243k | 2.7k | 89.33 |
|
|
| Coca-Cola Company (KO) | 0.1 | $223k | 2.9k | 76.05 |
|
Past Filings by Pullen Investment Management
SEC 13F filings are viewable for Pullen Investment Management going back to 2024
- Pullen Investment Management 2026 Q1 filed April 15, 2026
- Pullen Investment Management 2025 Q4 filed Jan. 20, 2026
- Pullen Investment Management 2025 Q3 filed Oct. 27, 2025
- Pullen Investment Management 2025 Q2 filed July 31, 2025
- Pullen Investment Management 2025 Q1 filed April 16, 2025
- Pullen Investment Management 2024 Q4 filed Feb. 24, 2025
- Pullen Investment Management 2024 Q3 filed Oct. 24, 2024
- Pullen Investment Management 2024 Q2 filed July 26, 2024
- Pullen Investment Management 2024 Q1 filed May 1, 2024