StockDriftsStockDriftsTop 50 Pullen Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.02% | 18.9K | $13.0M | +0.62%(+117) | $467.83(+51.99%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.03% | 29.4K | $10.9M | +0.73%(+213) | $262.39(+45.60%) | 2026-06-30 | |
| MSGS | MADISON SQUARE GRDN SPRT COR | 2.39% | 12.9K | $5.2M | +0.18%(+23) | $203.86(+92.45%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.34% | 174.8K | $5.1M | -0.24%(-415) | $19.64(+52.32%) | 2026-06-30 | |
| KEX | KIRBY CORP | 2.23% | 35.5K | $4.8M | -0.03%(-9) | $94.79(+41.36%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.12% | 6.1K | $4.6M | -0.36%(-22) | $502.90(+53.81%) | 2026-06-30 | |
| FCFS | FIRSTCASH HOLDINGS INC | 2.05% | 20.5K | $4.4M | +0.07%(+14) | $119.21(+76.52%) | 2026-06-30 | |
| ARCB | ARCBEST CORP | 1.92% | 28.9K | $4.1M | +0.46%(+133) | $86.42(+59.56%) | 2026-06-30 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 1.87% | 289.7K | $4.0M | +48.36%(+94.43K) | $13.99(-10.50%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.84% | 7.9K | $4.0M | -1.06%(-85) | $388.59(+34.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +48.50% |
Pullen Investment Management, LLC reports $218.14M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.0%), VTI (5.0%) and MSGS (2.4%). The top 20 holdings account for 44.8% of reported assets. Its disclosed equity book has returned +47.52% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pullen Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011668). View Pullen Investment Management, LLC’s 13F filings on SEC