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Pullen Investment Management, LLC

Q2 2026 · 13F-HR

Pullen Investment Management, LLCholdings as filed

Filed 2026-07-29 · accession 0002011668-26-000003

$216.0M
Reported value
98
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$13.0M6.02%18,936CommonSOLE
922908769VTIVANGUARD INDEX FDS$10.9M5.03%29,388CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$5.2M2.39%12,853CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$5.1M2.34%174,828CommonNONE
497266106KEXKIRBY CORP$4.8M2.23%35,452CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.6M2.12%6,143CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$4.4M2.05%20,506CommonSOLE
03937C105ARCBARCBEST CORP$4.1M1.92%28,868CommonSOLE
26210V102DRVNDRIVEN BRANDS HLDGS INC$4.0M1.87%289,666CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.84%7,933CommonSOLE
546347105LPXLOUISIANA PAC CORP$3.9M1.80%49,424CommonSOLE
313148306AGMFEDERAL AGRIC MTG CORP$3.8M1.75%18,994CommonSOLE
166764100CVXCHEVRON CORPORATION$3.8M1.75%22,792CommonSOLE
35905A109FTDRFRONTDOOR INC$3.7M1.72%47,795CommonSOLE
457152106INGMINGRAM MICRO HLDG CORP$3.7M1.69%133,302CommonSOLE
651639106NEMNEWMONT CORP$3.7M1.69%39,093CommonSOLE
002474104AZZAZZ INC$3.6M1.67%23,262CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$3.6M1.65%46,396CommonSOLE
88162F105TTITETRA TECHNOLOGIES INC DEL$3.6M1.65%314,336CommonSOLE
817070501SENEASENECA FOODS CORP NEW$3.5M1.62%20,106CommonSOLE
594918104MSFTMICROSOFT CORP$3.3M1.55%8,951CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$3.2M1.48%68,048CommonSOLE
410867105THGHANOVER INS GROUP INC$3.1M1.44%14,571CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$3.1M1.44%87,372CommonSOLE
06849F108BBARRICK MNG CORP$3.1M1.42%83,248CommonSOLE
67011P100DNOWDNOW INC$3.0M1.38%229,428CommonSOLE
929566107WNCWABASH NATL CORP$2.9M1.36%217,162CommonSOLE
553498106MSAMSA SAFETY INC$2.9M1.33%16,512CommonSOLE
17275R102CSCOCISCO SYS INC$2.9M1.33%24,517CommonSOLE
224633206CRD/ACRAWFORD & CO$2.9M1.33%254,322CommonSOLE
842587107SOSOUTHERN CO$2.8M1.31%29,557CommonSOLE
78463V107GLDSPDR GOLD TR$2.6M1.22%7,163CommonSOLE
020002101ALLALLSTATE CORP$2.5M1.17%10,606CommonSOLE
437076102HDHOME DEPOT INC$2.5M1.16%7,118CommonSOLE
56585A102MPCMARATHON PETE CORP$2.5M1.16%9,785CommonSOLE
011311107ALGALAMO GROUP INC$2.5M1.15%15,088CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.4M1.11%9,706CommonSOLE
12653C108CNXCNX RES CORP$2.3M1.08%68,922CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$2.3M1.07%136,522CommonSOLE
858586100SCLSTEPAN CO$2.3M1.06%40,995CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$2.2M1.04%44,848CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.1M0.97%9,698CommonSOLE
70202L102PSNPARSONS CORP DEL$2.0M0.93%38,436CommonSOLE
900450206TBCHTURTLE BEACH CORP$2.0M0.93%160,568CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$1.8M0.85%174,470CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.8M0.81%6,913CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.8M0.81%6,259CommonSOLE
82536T107SSTISOUNDTHINKING INC$1.7M0.81%193,207CommonSOLE
610236101MNROMONRO INC$1.7M0.79%100,090CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1.6M0.76%18,788CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.6M0.73%1,674CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.72%12,307CommonSOLE
084423102WRBBERKLEY W R CORP$1.5M0.71%21,738CommonSOLE
88830R101TITNTITAN MACHY INC$1.5M0.70%71,787CommonSOLE
904767803ULUNILEVER PLC$1.5M0.70%25,157CommonSOLE
501889208LKQLKQ CORP$1.5M0.68%56,198CommonSOLE
12572Q105CMECME GROUP INC$1.5M0.67%6,591CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.4M0.67%2,839CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$1.4M0.66%28,312CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$1.4M0.66%6,250CommonSOLE
58933Y105MRKMERCK & CO INC$1.4M0.65%10,982CommonSOLE
760125104RTORENTOKIL INITIAL PLC$1.4M0.65%49,148CommonSOLE
637215104NPKNATIONAL PRESTO INDS INC$1.4M0.64%11,013CommonSOLE
969457100WMBWILLIAMS COS INC$1.3M0.60%17,414CommonSOLE
228368106CCKCROWN HLDGS INC$1.2M0.58%11,154CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.2M0.56%3,867CommonSOLE
871829107SYYSYSCO CORP$1.2M0.56%14,348CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$1.2M0.55%3,529CommonSOLE
22822V101CCICROWN CASTLE INC$1.1M0.53%15,119CommonSOLE
11135F101AVGOBROADCOM INC$1.1M0.52%2,981CommonSOLE
115236101BROBROWN & BROWN INC$1.1M0.52%17,425CommonSOLE
030371108AVDAMERICAN VANGUARD CORP$1.1M0.49%379,017CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$1.1M0.49%69,202CommonSOLE
314352105FDXFFEDEX FGHT HLDG CO INC$1.0M0.48%6,914CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.0M0.47%3,115CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$928,6430.43%21,933CommonSOLE
438516205HONHONEYWELL INTL INC$857,7610.40%3,831CommonSOLE
30231G102XOMEXXON MOBIL CORP$784,6130.36%5,739CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$748,8500.35%1CommonSOLE
43849R105HONAHONEYWELL AEROSPACE INC$727,7950.34%3,292CommonSOLE
023135106AMZNAMAZON COM INC$713,8280.33%2,995CommonSOLE
92826C839VVISA INC$649,1260.30%1,892CommonSOLE
780259305SHELSHELL PLC$647,5370.30%8,351CommonSOLE
931142103WMTWALMART INC$640,1470.30%5,652CommonSOLE
91332U101UUNITY SOFTWARE INC$612,5550.28%21,433CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$496,5910.23%12,962CommonSOLE
464285204IAUISHARES GOLD TR$489,8330.23%6,487CommonSOLE
464287309IVWISHARES TR$471,4530.22%3,428CommonSOLE
46431W598CMDYISHARES U S ETF TR$448,1600.21%8,114CommonSOLE
922908736VUGVANGUARD INDEX FDS$435,1790.20%5,052CommonSOLE
12514G108CDWCDW CORP$434,5780.20%3,090CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$418,0700.19%814CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$407,1010.19%7,778CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$400,2970.19%8,454CommonSOLE
922908744VTVVANGUARD INDEX FDS$343,0220.16%1,574CommonSOLE
97717W307DLNWISDOMTREE TR$262,1830.12%2,722CommonSOLE
256677105DGDOLLAR GEN CORP$260,7240.12%2,265CommonSOLE
191216100KOCOCA COLA CO$238,1210.11%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.