Pullen Investment Management, LLC 13F Holdings

CIK 0002011668 · BRADENTON, FL

As of Sep 30, 2025, Pullen Investment Management, LLC reported 99 positions worth 84.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—18,810 1.5M6.24%
VANGUARD TOTAL STOCK MKT ETFVTI—26,997$8.9M4.80%
SCHWAB US BROAD MARKET ETFSCHB—201,522$5.2M2.81%
MICROSOFT CORPMSFTTechnology9,084$4.7M2.55%
HUNTINGTON INGALLS INDUSTRIES INCHIIIndustrials15,340$4.4M2.39%
CHEVRON CORPCHVEnergy27,977$4.3M2.35%
LINCOLN EDL SVCS CORPLINCConsumer Defensive184,148$4.3M2.34%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services8,326$4.2M2.27%
SPDR S&P 500 ETF TRUSTSPY—6,165$4.1M2.22%
TETRA TECHNOLOGIES INCTTIEnergy695,165$4.0M2.16%
SENECA FOODS CORP NEWSENEAConsumer Defensive33,526$3.6M1.96%
GRAPHIC PACKAGING HOLDING COGPKConsumer Cyclical176,190$3.4M1.87%
FIRSTCASH HOLDINGS INCFCFSFinancial Services20,176$3.2M1.73%
FEDERAL AGRICULTURAL MORTGAGE CORPAGMFinancial Services17,938$3.0M1.63%
KIRBY CORPKEXIndustrials35,477$3.0M1.60%
MADISON SQUARE GARDEN SPORTS CORPMSGSCommunication Services12,647$2.9M1.55%
SOUTHERN COSOUtilities29,387$2.8M1.51%
BARRICK MINING CORPBBasic Materials84,522$2.8M1.50%
NEWMONT CORPNEMBasic Materials32,821$2.8M1.50%
CRAWFORD & COCRD.AFinancial Services250,517$2.7M1.45%
HANOVER INSURANCE GROUP INCTHGFinancial Services14,393$2.6M1.42%
AZZ INCAZZIndustrials22,932$2.5M1.35%
PREFORMED LINE PRODS COPLPCIndustrials12,703$2.5M1.35%
MRC GLOBAL INCMRCEnergy172,361$2.5M1.35%
SPDR GOLD TRUSTGQ9—6,886$2.4M1.33%