Pullen Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$199.2M
Q ending 2026-03-31
Prior quarter
$189.9M
Q ending 2025-12-31
Change
+4.9% QoQ · +25.8% YoY
Positions
98
reported holdings
Largest positions
All 98 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $11.2M | 19K |
| Vanguard Index Fds | VTI | Shares | $9.4M | 29K |
| Lincoln Edl Svcs Corp | LINC | Shares | $7.6M | 188K |
| Chevron Corporation | CVX | Shares | $5.3M | 26K |
| Kirby Corp | KEX | Shares | $4.7M | 35K |
| Schwab Strategic Tr | SCHB | Shares | $4.4M | 175K |
| Newmont Corp | NEM | Shares | $4.3M | 40K |
| Madison Square Grdn Sprt Cor | MSGS | Shares | $4.1M | 13K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.0M | 6K |
| Firstcash Holdings Inc | FCFS | Shares | $3.9M | 20K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.8M | 8K |
| Unifirst Corp Mass | UNF | Shares | $3.5M | 14K |
| Barrick Mng Corp | B | Shares | $3.5M | 85K |
| Microsoft Corp | MSFT | Shares | $3.3M | 9K |
| Spdr Gold Tr | GLD | Shares | $3.1M | 7K |
| Seneca Foods Corp New | SENEA | Shares | $3.0M | 20K |
| Azz Inc | AZZ | Shares | $2.9M | 23K |
| Louisiana Pac Corp | LPX | Shares | $2.9M | 40K |
| Arcbest Corp | ARCB | Shares | $2.8M | 29K |
| Southern Co | SO | Shares | $2.8M | 29K |
| Federal Agric Mtg Corp | AGM | Shares | $2.8M | 19K |
| Virtu Finl Inc | VIRT | Shares | $2.7M | 62K |
| Dnow Inc | DNOW | Shares | $2.7M | 229K |
| Msa Safety Inc | MSA | Shares | $2.7M | 16K |
| Tetra Technologies Inc Del | TTI | Shares | $2.7M | 314K |
| Cnx Res Corp | CNX | Shares | $2.7M | 69K |
| Fti Consulting Inc | FCN | Shares | $2.6M | 14K |
| Ingram Micro Hldg Corp | INGM | Shares | $2.5M | 109K |
| Crawford & Co | CRD/A | Shares | $2.5M | 254K |
| Hanover Ins Group Inc | THG | Shares | $2.5M | 15K |
| Driven Brands Hldgs Inc | DRVN | Shares | $2.5M | 195K |
| Marathon Pete Corp | MPC | Shares | $2.4M | 10K |
| Allstate Corp | ALL | Shares | $2.2M | 11K |
| National Presto Inds Inc | NPK | Shares | $2.1M | 15K |
| Stepan Co | SCL | Shares | $2.0M | 40K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $2.0M | 10K |
| Exxon Mobil Corp | XOM | Shares | $1.9M | 11K |
| Cme Group Inc | CME | Shares | $1.9M | 7K |
| Cisco Sys Inc | CSCO | Shares | $1.9M | 24K |
| Old Dominion Freight Line In | ODFL | Shares | $1.9M | 10K |
| Universal Technical Inst Inc | UTI | Shares | $1.9M | 52K |
| Preformed Line Prods Co | PLPC | Shares | $1.9M | 7K |
| Wabash Natl Corp | WNC | Shares | $1.8M | 214K |
| Graphic Packaging Hldg Co | GPK | Shares | $1.7M | 175K |
| Honeywell Intl Inc | HONGBP | Shares | $1.7M | 8K |
| Lockheed Martin Corp | LMT | Shares | $1.7M | 3K |
| Costco Wholesale Corporation | COST | Shares | $1.7M | 2K |
| Labcorp Holdings Inc | LH | Shares | $1.7M | 6K |
| Spectrum Brands Holdings Inc | SPB | Shares | $1.7M | 23K |
| Johnson & Johnson | JNJ | Shares | $1.7M | 7K |
| Lkq Corp | LKQ | Shares | $1.6M | 55K |
| Turtle Beach Corp | TBCH | Shares | $1.6M | 159K |
| Duke Energy Corp New | DUK | Shares | $1.6M | 12K |
| Monro Inc | MNRO | Shares | $1.6M | 98K |
| Rentokil Initial Plc | RTO | Shares | $1.5M | 49K |
| Janus Detroit Str Tr | JAAA | Shares | $1.5M | 30K |
| Alamo Group Inc | ALG | Shares | $1.5M | 9K |
| Unilever Plc | UL | Shares | $1.4M | 25K |
| Berkley W R Corp | WRB | Shares | $1.4M | 21K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Ollies Bargain Outlet Hldgs | OLLI | Shares | $1.3M | 14K |
| Merck & Co Inc | MRK | Shares | $1.3M | 11K |
| Interactive Brokers Group In | IBKR | Shares | $1.3M | 19K |
| Williams Cos Inc | WMB | Shares | $1.3M | 17K |
| Soundthinking Inc | SSTI | Shares | $1.2M | 187K |
| Crown Castle Inc | CCI | Shares | $1.2M | 15K |
| Warner Music Group Corp | WMG | Shares | $1.2M | 47K |
| Titan Machy Inc | TITN | Shares | $1.2M | 70K |
| Parsons Corp Del | PSN | Shares | $1.1M | 21K |
| Brown & Brown Inc | BRO | Shares | $1.1M | 17K |
| Norfolk Southn Corp | NSC | Shares | $1.1M | 4K |
| Crown Hldgs Inc | CCK | Shares | $1.1M | 11K |
| Verizon Communications Inc | VZ | Shares | $1.1M | 22K |
| Sysco Corp | SYY | Shares | $1.0M | 14K |
| American Vanguard Corp | AVD | Shares | $931K | 374K |
| Broadcom Inc | AVGO | Shares | $915K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $913K | 3K |
| Shell Plc | SHEL | Shares | $767K | 8K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Walmart Inc | WMT | Shares | $676K | 5K |
| Amazon Com Inc | AMZN | Shares | $627K | 3K |
| Ishares Gold Tr | IAU | Shares | $620K | 7K |
| Visa Inc | V | Shares | $568K | 2K |
| Ishares U S Etf Tr | CMDY | Shares | $542K | 9K |
| Essential Utils Inc | WTRG | Shares | $499K | 12K |
| Mastercard Incorporated | MA | Shares | $472K | 945 |
| Janus Detroit Str Tr | JBBB | Shares | $404K | 9K |
| Blackrock Etf Trust Ii | BINC | Shares | $403K | 8K |
| Ishares Tr | IVW | Shares | $388K | 3K |
| Vanguard Index Fds | VUG | Shares | $368K | 842 |
| Cdw Corp | CDW | Shares | $367K | 3K |
| Pan Amern Silver Corp | PAAS | Shares | $354K | 6K |
| Humana Inc | HUM | Shares | $348K | 2K |
| Vanguard Index Fds | VTV | Shares | $311K | 2K |
| Eqt Corp | EQT | Shares | $274K | 4K |
| Dollar Gen Corp | DG | Shares | $258K | 2K |
| Wisdomtree Tr | DLN | Shares | $243K | 3K |
| Coca Cola Co | KO | Shares | $223K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.