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Pullen Investment Management, Llc

Portfolio Manager
Pullen Investment Management, LLC
Performance
+6.65% (2026 Q1)
AUM (13F)
$199.18M
# of Holdings
98
Performance Rank
Allocation (Top 20)
45.52%

Pullen Investment Management, Llc Holdings Map

Top 50 Pullen Investment Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
5.65%18.8K$11.2M
-0.01%(-2)
2025-Q1: 18.9K shares2025-Q2: 18.7K shares2025-Q3: 18.8K shares2025-Q4: 18.8K shares2026-Q1: 18.8K shares
$467.47(+42.32%)
2026-03-31
VTI
VANGUARD INDEX FDS
4.7%29.2K$9.4M
+0.16%(+47)
2025-Q1: 25.2K shares2025-Q2: 27.0K shares2025-Q3: 27.0K shares2025-Q4: 29.1K shares2026-Q1: 29.2K shares
$261.82(+36.35%)
2026-03-31
LINC
LINCOLN EDL SVCS CORP
3.84%187.9K$7.6M
+1.04%(+1.94K)
2025-Q1: 212.7K shares2025-Q2: 158.5K shares2025-Q3: 184.1K shares2025-Q4: 186.0K shares2026-Q1: 187.9K shares
$13.50(+233.94%)
2026-03-31
CVX
CHEVRON CORPORATION
2.65%25.6K$5.3M
-6.18%(-1.68K)
2025-Q1: 15.9K shares2025-Q2: 14.8K shares2025-Q3: 28.0K shares2025-Q4: 27.2K shares2026-Q1: 25.6K shares
$151.46(+27.19%)
2026-03-31
KEX
KIRBY CORP
2.37%35.5K$4.7M
+0.19%(+66)
2025-Q1: 31.4K shares2025-Q2: 31.6K shares2025-Q3: 35.5K shares2025-Q4: 35.4K shares2026-Q1: 35.5K shares
$94.79(+51.26%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
2.21%175.2K$4.4M
+0.00%(+0)
2025-Q1: 229.9K shares2025-Q2: 201.5K shares2025-Q3: 201.5K shares2025-Q4: 175.2K shares2026-Q1: 175.2K shares
$19.64(+42.29%)
2026-03-31
NEM
NEWMONT CORP
2.17%39.8K$4.3M
+2.58%(+1.00K)
2025-Q1: 32.9K shares2025-Q2: 32.8K shares2025-Q3: 32.8K shares2025-Q4: 38.8K shares2026-Q1: 39.8K shares
$48.80(+123.38%)
2026-03-31
MSGS
MADISON SQUARE GRDN SPRT COR
2.07%12.8K$4.1M
+1.17%(+149)
2025-Q1: 10.7K shares2025-Q2: 10.8K shares2025-Q3: 12.6K shares2025-Q4: 12.7K shares2026-Q1: 12.8K shares
$203.58(+66.08%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.01%6.2K$4.0M
+0.00%(+0)
2025-Q1: 6.2K shares2025-Q2: 6.2K shares2025-Q3: 6.2K shares2025-Q4: 6.2K shares2026-Q1: 6.2K shares
$502.90(+43.92%)
2026-03-31
FCFS
FIRSTCASH HOLDINGS INC
1.93%20.5K$3.9M
+1.13%(+229)
2025-Q1: 17.1K shares2025-Q2: 17.3K shares2025-Q3: 20.2K shares2025-Q4: 20.3K shares2026-Q1: 20.5K shares
$119.15(+88.60%)
2026-03-31

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