Top 50 Pullen Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.65% | 18.8K | $11.2M | -0.01%(-2) | $467.47(+42.32%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 4.7% | 29.2K | $9.4M | +0.16%(+47) | $261.82(+36.35%) | 2026-03-31 | |
| LINC | LINCOLN EDL SVCS CORP | 3.84% | 187.9K | $7.6M | +1.04%(+1.94K) | $13.50(+233.94%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.65% | 25.6K | $5.3M | -6.18%(-1.68K) | $151.46(+27.19%) | 2026-03-31 | |
| KEX | KIRBY CORP | 2.37% | 35.5K | $4.7M | +0.19%(+66) | $94.79(+51.26%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 2.21% | 175.2K | $4.4M | +0.00%(+0) | $19.64(+42.29%) | 2026-03-31 | |
| NEM | NEWMONT CORP | 2.17% | 39.8K | $4.3M | +2.58%(+1.00K) | $48.80(+123.38%) | 2026-03-31 | |
| MSGS | MADISON SQUARE GRDN SPRT COR | 2.07% | 12.8K | $4.1M | +1.17%(+149) | $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) | $502.90(+43.92%) | 2026-03-31 | |
| FCFS | FIRSTCASH HOLDINGS INC | 1.93% | 20.5K | $3.9M | +1.13%(+229) | $119.15(+88.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.01% | +68.57% |
| Top 20 Holdings Unweighted | +17.45% | +62.01% |
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