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Pullen Investment Management, LLC

Q1 2026 · 13F-HR

Pullen Investment Management, LLCholdings as filed

Filed 2026-04-15 · accession 0002011668-26-000002

$199.2M
Reported value
98
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$11.2M5.65%18,819CommonSOLE
922908769VTIVANGUARD INDEX FDS$9.4M4.70%29,175CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$7.6M3.84%187,905CommonSOLE
166764100CVXCHEVRON CORPORATION$5.3M2.65%25,555CommonSOLE
497266106KEXKIRBY CORP$4.7M2.37%35,461CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$4.4M2.21%175,243CommonNONE
651639106NEMNEWMONT CORP$4.3M2.17%39,844CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$4.1M2.07%12,830CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.0M2.01%6,165CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$3.9M1.93%20,492CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M1.93%8,018CommonSOLE
904708104UNFUNIFIRST CORP MASS$3.5M1.77%14,017CommonSOLE
06849F108BBARRICK MNG CORP$3.5M1.74%84,995CommonSOLE
594918104MSFTMICROSOFT CORP$3.3M1.67%8,987CommonSOLE
78463V107GLDSPDR GOLD TR$3.1M1.54%7,138CommonSOLE
817070501SENEASENECA FOODS CORP NEW$3.0M1.52%20,043CommonSOLE
002474104AZZAZZ INC$2.9M1.46%23,284CommonSOLE
546347105LPXLOUISIANA PAC CORP$2.9M1.45%39,812CommonSOLE
03937C105ARCBARCBEST CORP$2.8M1.42%28,735CommonSOLE
842587107SOSOUTHERN CO$2.8M1.42%29,249CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$2.8M1.38%18,549CommonSOLE
928254101VIRTVIRTU FINL INC$2.7M1.37%62,042CommonSOLE
67011P100DNOWDNOW INC$2.7M1.37%228,832CommonSOLE
553498106MSAMSA SAFETY INC$2.7M1.35%16,404CommonSOLE
88162F105TTITETRA TECHNOLOGIES INC DEL$2.7M1.34%313,793CommonSOLE
12653C108CNXCNX RES CORP$2.7M1.33%68,928CommonSOLE
302941109FCNFTI CONSULTING INC$2.6M1.28%14,433CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$2.5M1.28%109,121CommonSOLE
224633206CRD/ACRAWFORD & CO$2.5M1.27%254,448CommonSOLE
410867105THGHANOVER INS GROUP INC$2.5M1.27%14,605CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$2.5M1.24%195,239CommonSOLE
56585A102MPCMARATHON PETE CORP$2.4M1.20%9,808CommonSOLE
020002101ALLALLSTATE CORP$2.2M1.10%10,593CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$2.1M1.05%15,230CommonSOLE
858586100SCLSTEPAN CO$2.0M1.01%40,285CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.0M1.01%9,672CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M0.98%11,486CommonSOLE
12572Q105CMECME GROUP INC$1.9M0.97%6,521CommonSOLE
17275R102CSCOCISCO SYS INC$1.9M0.95%24,359CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$1.9M0.94%9,615CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$1.9M0.94%51,687CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$1.9M0.94%6,891CommonSOLE
929566107WNCWABASH NATL CORP$1.8M0.93%214,128CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$1.7M0.87%174,749CommonSOLE
438516106HONHONEYWELL INTL INC$1.7M0.86%7,588CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.7M0.85%2,805CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.7M0.84%1,684CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.7M0.84%6,267CommonSOLE
84790A105SPBSPECTRUM BRANDS HOLDINGS INC$1.7M0.84%22,610CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M0.83%6,793CommonSOLE
501889208LKQLKQ CORP$1.6M0.82%55,372CommonSOLE
900450206TBCHTURTLE BEACH CORP$1.6M0.81%158,866CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.80%12,131CommonSOLE
610236101MNROMONRO INC$1.6M0.79%97,723CommonSOLE
760125104RTORENTOKIL INITIAL PLC$1.5M0.77%48,528CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$1.5M0.75%29,759CommonSOLE
011311107ALGALAMO GROUP INC$1.5M0.74%8,931CommonSOLE
904767803ULUNILEVER PLC$1.4M0.71%24,899CommonSOLE
084423102WRBBERKLEY W R CORP$1.4M0.71%21,400CommonSOLE
437076102HDHOME DEPOT INC$1.4M0.70%4,237CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$1.3M0.67%14,434CommonSOLE
58933Y105MRKMERCK & CO INC$1.3M0.66%10,855CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.3M0.64%19,123CommonSOLE
969457100WMBWILLIAMS COS INC$1.3M0.63%17,320CommonSOLE
82536T107SSTISOUNDTHINKING INC$1.2M0.62%187,130CommonSOLE
22822V101CCICROWN CASTLE INC$1.2M0.61%14,997CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$1.2M0.60%46,886CommonSOLE
88830R101TITNTITAN MACHY INC$1.2M0.59%70,244CommonSOLE
70202L102PSNPARSONS CORP DEL$1.1M0.57%20,994CommonSOLE
115236101BROBROWN & BROWN INC$1.1M0.56%17,214CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.1M0.56%3,885CommonSOLE
228368106CCKCROWN HLDGS INC$1.1M0.56%11,040CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.55%21,770CommonSOLE
871829107SYYSYSCO CORP$1.0M0.51%14,276CommonSOLE
030371108AVDAMERICAN VANGUARD CORP$931,3400.47%374,032CommonSOLE
11135F101AVGOBROADCOM INC$915,2210.46%2,957CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$912,7780.46%3,103CommonSOLE
780259305SHELSHELL PLC$766,9710.39%8,247CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.36%1CommonSOLE
931142103WMTWALMART INC$676,4580.34%5,443CommonSOLE
023135106AMZNAMAZON COM INC$626,6840.31%3,009CommonSOLE
464285204IAUISHARES GOLD TR$619,7650.31%7,030CommonSOLE
92826C839VVISA INC$568,2110.29%1,880CommonSOLE
46431W598CMDYISHARES U S ETF TR$541,5800.27%9,114CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$498,6000.25%12,381CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$472,1790.24%945CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$404,4850.20%8,679CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$402,8730.20%7,758CommonSOLE
464287309IVWISHARES TR$387,7410.19%3,428CommonSOLE
922908736VUGVANGUARD INDEX FDS$367,7770.18%842CommonSOLE
12514G108CDWCDW CORP$366,8120.18%3,031CommonSOLE
697900108PAASPAN AMERN SILVER CORP$353,5650.18%6,472CommonSOLE
444859102HUMHUMANA INC$348,3410.17%2,009CommonSOLE
922908744VTVVANGUARD INDEX FDS$310,5850.16%1,583CommonSOLE
26884L109EQTEQT CORP$273,9070.14%4,304CommonSOLE
256677105DGDOLLAR GEN CORP$257,8820.13%2,172CommonSOLE
97717W307DLNWISDOMTREE TR$243,1560.12%2,722CommonSOLE
191216100KOCOCA COLA CO$222,8270.11%2,930CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.