Pullen Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Pullen Investment Management, LLC held in its portfolio 97 assets valued at $189,871,889 (i.e. $189.87M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($11.80M), VANGUARD INDEX FDS ($9.77M), and HUNTINGTON INGALLS INDS INC ($5.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 97 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pullen Investment Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 18821 | 11803344 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 29128 | 9765600 | TOTAL STK MKT |
| HUNTINGTON INGALLS INDS INC | 15418 | 5243199 | COM |
| SCHWAB STRATEGIC TR | 175243 | 4596624 | US BRD MKT ETF |
| LINCOLN EDL SVCS CORP | 185962 | 4490982 | COM |
| MICROSOFT CORP | 9128 | 4414610 | COM |
| SPDR S&P 500 ETF TR | 6165 | 4204037 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 8320 | 4182048 | CL B NEW |
| CHEVRON CORP NEW | 27239 | 4151496 | COM |
| KIRBY CORP | 35395 | 3899821 | COM |
| NEWMONT CORP | 38842 | 3878382 | COM |
| SENECA FOODS CORP NEW | 33694 | 3727567 | CL A |
| BARRICK MNG CORP | 84911 | 3697874 | COM SHS |
| MADISON SQUARE GRDN SPRT COR | 12681 | 3279941 | CL A |
| FIRSTCASH HOLDINGS INC | 20263 | 3229517 | COM |
| FEDERAL AGRIC MTG CORP | 17816 | 3127955 | CL C |
| COCA COLA CONS INC | 19958 | 3059561 | COM |
| ISHARES TR | 14161 | 2978625 | RUS 1000 VAL ETF |
| TETRA TECHNOLOGIES INC DEL | 310891 | 2913049 | COM |
| CRAWFORD & CO | 251417 | 2828441 | CL A |
| SPDR GOLD TR | 7119 | 2821331 | GOLD SHS |
| UNIFIRST CORP MASS | 13845 | 2670701 | COM |
| HANOVER INS GROUP INC | 14429 | 2637188 | COM |
| MSA SAFETY INC | 16026 | 2566404 | COM |
| SOUTHERN CO | 29298 | 2554747 | COM |
| CNX RES CORP | 68083 | 2503412 | COM |
| JANUS DETROIT STR TR | 49315 | 2494377 | HENDRSON AAA CL |
| AZZ INC | 22887 | 2453029 | COM |
| SPECTRUM BRANDS HLDGS INC NE | 40968 | 2420389 | COM |
| INGRAM MICRO HLDG CORP | 107783 | 2300089 | COM |
| ALLSTATE CORP | 10710 | 2229287 | COM |
| DNOW INC | 164336 | 2177452 | COM |
| VIRTU FINL INC | 61422 | 2046581 | CL A |
| PNC FINL SVCS GROUP INC | 9740 | 2033030 | COM |
| TURTLE BEACH CORP | 143337 | 2011018 | COM NEW |
| CISCO SYS INC | 24506 | 1887697 | COM |
| GRAPHIC PACKAGING HLDG CO | 124953 | 1881792 | COM |
| MONRO INC | 91642 | 1836506 | COM |
| CME GROUP INC | 6606 | 1803966 | COM |
| STEPAN CO | 35428 | 1677870 | COM |
| FTI CONSULTING INC | 9651 | 1648680 | COM |
| MARATHON PETE CORP | 10069 | 1637521 | COM |
| UNILEVER PLC | 25038 | 1637514 | SPON ADR NEW |
| NATIONAL PRESTO INDS INC | 15027 | 1604283 | COM |
| LABCORP HOLDINGS INC | 6380 | 1600614 | COM SHS |
| LKQ CORP | 52622 | 1589184 | COM |
| COSTCO WHSL CORP NEW | 1818 | 1567543 | COM |
| OLLIES BARGAIN OUTLET HLDGS | 14183 | 1554599 | COM |
| BERKLEY W R CORP | 21842 | 1531561 | COM |
| HONEYWELL INTL INC | 7495 | 1462200 | COM |
| DUKE ENERGY CORP NEW | 12283 | 1439690 | COM NEW |
| RENTOKIL INITIAL PLC | 48644 | 1433052 | SPONSORED ADR |
| EXXON MOBIL CORP | 11731 | 1411688 | COM |
| PREFORMED LINE PRODS CO | 6799 | 1405421 | COM |
| JOHNSON & JOHNSON | 6772 | 1401486 | COM |
| LOCKHEED MARTIN CORP | 2864 | 1385231 | COM |
| UNIVERSAL TECHNICAL INST INC | 51052 | 1333989 | COM |
| SOUNDTHINKING INC | 163969 | 1316671 | COM |
| AMERICAN VANGUARD CORP | 331570 | 1266597 | COM |
| CROWN CASTLE INC | 14058 | 1249315 | COM |
| INTERACTIVE BROKERS GROUP IN | 19412 | 1248386 | COM CL A |
| PARSONS CORP DEL | 19948 | 1232786 | COM |
| DRIVEN BRANDS HLDGS INC | 80894 | 1198849 | COM |
| MERCK & CO INC | 11029 | 1160913 | COM |
| CROWN HLDGS INC | 11208 | 1154088 | COM |
| NORFOLK SOUTHN CORP | 3959 | 1143042 | COM |
| SYSCO CORP | 14424 | 1062905 | COM |
| ISHARES TR | 4277 | 1052826 | RUSSELL 2000 ETF |
| WILLIAMS COS INC | 17393 | 1045480 | COM |
| MARZETTI COMPANY | 6258 | 1028940 | COM |
| BROADCOM INC | 2945 | 1019265 | COM |
| JPMORGAN CHASE & CO. | 3112 | 1002776 | COM |
| TITAN MACHY INC | 65452 | 984398 | COM |
| WARNER MUSIC GROUP CORP | 30963 | 949635 | COM CL A |
| VERIZON COMMUNICATIONS INC | 20888 | 850776 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| AMAZON COM INC | 3004 | 693383 | COM |
| VISA INC | 1871 | 656186 | COM CL A |
| WALMART INC | 5438 | 605849 | COM |
| SHELL PLC | 8217 | 603751 | SPON ADS |
| KENVUE INC | 33298 | 574391 | COM |
| ISHARES GOLD TR | 6992 | 567541 | ISHARES NEW |
| MASTERCARD INCORPORATED | 945 | 539482 | CL A |
| ESSENTIAL UTILS INC | 11761 | 451169 | COM |
| ISHARES U S ETF TR | 8877 | 432775 | BLOOMBERG ROLL |
| ISHARES TR | 3428 | 422535 | S&P 500 GRWT ETF |
| JANUS DETROIT STR TR | 8668 | 413466 | B-BBB CLO ETF |
| VANGUARD INDEX FDS | 842 | 410778 | GROWTH ETF |
| BLACKROCK ETF TRUST II | 7712 | 406949 | ISHARES FLEXIBLE |
| PAN AMERN SILVER CORP | 6575 | 340651 | COM |
| CDW CORP | 2333 | 317755 | COM |
| GENCOR INDS INC | 24503 | 317559 | COM |
| VANGUARD INDEX FDS | 1583 | 302337 | VALUE ETF |
| DOLLAR GEN CORP NEW | 2190 | 290766 | COM |
| WISDOMTREE TR | 2722 | 239754 | US LARGECAP DIVD |
| EQT CORP | 4392 | 235411 | COM |
| COCA COLA CO | 2906 | 203158 | COM |
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