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CIK: 0002011668
Total reported value
$216.0M
$216.0M
103 檔
13.7%
The Q4 2024 SEC filing reveals that Pullen Investment Management, LLC held a total portfolio value of $216.0M, covering 103 public equity positions.
During Q4 2024, Pullen Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.31% | +0.37% | +5.42% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.40% | +0.33% | +6.95% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.41% | +0.13% | +200.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | -0.12% | -1.06% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.56% | -0.09% | -3.50% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.36% | +0.11% | +4.82% | |
| 7 | LINC | Lincoln Educational Services | Stock-Other | 2.16% | -2.80% | +45.71% | |
| 8 | KEX | Kirby CORP | Stock-Industrials | 2.15% | -0.14% | +23.70% | |
| 9 | AGM | Federal Agric Mtg Corp-cl C | Stock-Other | 2.05% | +0.37% | +28.97% | |
| 10 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.93% | -0.02% | +21.38% | |
| 11 | HII | Huntington Ingalls Industrie | Stock-Industrials | 1.91% | — | +90.69% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.83% | — | — | |
| 13 | UTI | Universal Technical Institut | Stock-Other | 1.59% | -0.94% | EXIT | |
| 14 | SO | Southern Co/the | Stock-Utilities | 1.59% | -0.11% | -1.00% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.55% | -0.90% | -6.67% | |
| 16 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 1.44% | +0.10% | +46.22% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.44% | +0.07% | -4.23% | |
| 18 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.39% | — | -4.62% | |
| 19 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.35% | — | +46.45% | |
| 20 | PNC | Pnc Financial Services Group | Stock-Financials | 1.27% | +0.10% | -3.20% | |
| 21 | CRD-A | Crawford & Company -cl A | Stock-Other | 1.24% | +0.06% | +45.86% | |
| 22 | SSTI | Soundthinking Inc | Stock-Other | 1.21% | +0.19% | +61.13% | |
| 23 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 1.20% | +0.17% | +46.50% | |
| 24 | TTI | Tetra Technologies Inc | Stock-Other | 1.18% | +0.31% | +105.49% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.12% | -2.08% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 1.14% | -0.32% | +6.05% | |
| 27 | PAAS | Pan American Silver CORP | Stock-Materials | 1.14% | -0.18% | EXIT | |
| 28 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.13% | +0.12% | +76.39% | |
| 29 | HES | Hess CORP | Stock-Other | 1.11% | — | -9.61% | |
| 30 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.09% | +0.32% | +46.16% | |
| 31 | NWE | Northwestern Energy Group In | Stock-Utilities | 1.07% | — | +46.02% | |
| 32 | CRK | Comstock Resources Inc | Stock-Other | 1.05% | — | +47.05% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 1.04% | -0.30% | -4.26% | |
| 34 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.03% | -0.03% | -4.71% | |
| 35 | PSN | Parsons CORP | Stock-Tech | 1.03% | +0.36% | +46.50% | |
| 36 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 1.02% | -1.37% | EXIT | |
| 37 | UL | Unilever PLC | Stock-Consumer Staples | 1.02% | — | -10.48% | |
| 38 | THS | Treehouse Foods Inc | Stock-Other | 1.02% | — | +83.41% | |
| 39 | AZZ | Azz Inc | Stock-Industrials | 1.02% | +0.21% | +45.79% | |
| 40 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.97% | — | +46.69% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.97% | -0.18% | -4.44% | |
| 42 | WMG | Warner Music Group Corp-cl A | Stock-Other | 0.96% | -0.60% | EXIT | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.92% | -0.04% | -5.75% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.90% | -0.08% | -4.43% | |
| 45 | WRB | Wr Berkley CORP | Stock-Financials | 0.87% | — | +0.71% | |
| 46 | MNRO | Monro Inc | Stock-Other | 0.87% | — | +10.76% | |
| 47 | ABX | Barrick Gold CORP | Stock-Financials | 0.87% | — | -7.18% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.62% | -2.91% | |
| 49 | WMB | Williams Cos Inc | Stock-Energy | 0.79% | -0.03% | +3.28% | |
| 50 | SIGI | Selective Insurance Group | Stock-Financials | 0.77% | — | +51.58% |
According to official SEC Form 13F filings, Pullen Investment Management, LLC reported a total U.S. public equity portfolio value of $216.0M across 103 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VTI, SCHB) accounted for 13.7% of total reported equity market value during Q4 2024.
During Q4 2024, Pullen Investment Management, LLC's top holdings by market value included VOO (6.3%)、VTI (4.4%)、SCHB (3.4%). The largest single position, VOO, represented 6.3% of total portfolio value.
In Q4 2024, Pullen Investment Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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