13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011668
Total reported value
$216.0M
$216.0M
104 檔
13.7%
In Q1 2025, Pullen Investment Management, LLC's U.S. equity holdings reached a combined market value of $216.0M, distributed across 104 disclosed stock positions.
During Q1 2025, 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 | 6.14% | +0.37% | +5.04% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.37% | +0.33% | +7.76% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.13% | +0.13% | -0.46% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.84% | -0.09% | -2.79% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.18% | +0.11% | -0.53% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | -0.12% | -5.18% | |
| 7 | LINC | Lincoln Educational Services | Stock-Other | 2.13% | -2.80% | +1.41% | |
| 8 | HII | Huntington Ingalls Industrie | Stock-Industrials | 2.04% | — | +1.68% | |
| 9 | KEX | Kirby CORP | Stock-Industrials | 2.00% | -0.14% | +0.28% | |
| 10 | AGM | Federal Agric Mtg Corp-cl C | Stock-Other | 1.90% | +0.37% | -0.01% | |
| 11 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 1.79% | -0.02% | +0.12% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 1.72% | -0.11% | -0.11% | |
| 13 | SSTI | Soundthinking Inc | Stock-Other | 1.70% | +0.19% | +12.04% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.68% | -0.90% | -3.77% | |
| 15 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 1.61% | +0.10% | +2.09% | |
| 16 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.45% | — | +3.03% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.42% | +0.07% | -5.48% | |
| 18 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 1.34% | +0.17% | +2.05% | |
| 19 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.32% | +0.32% | +44.58% | |
| 20 | HES | Hess CORP | Stock-Other | 1.31% | — | +1.52% | |
| 21 | SIGI | Selective Insurance Group | Stock-Financials | 1.30% | — | +77.04% | |
| 22 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.30% | +0.12% | +2.01% | |
| 23 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.30% | — | +22.87% | |
| 24 | CRD-A | Crawford & Company -cl A | Stock-Other | 1.22% | +0.06% | +2.05% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.21% | -0.32% | -8.13% | |
| 26 | NWE | Northwestern Energy Group In | Stock-Utilities | 1.14% | — | +1.63% | |
| 27 | CME | Cme Group Inc | Stock-Financials | 1.12% | -0.30% | -3.76% | |
| 28 | TTI | Tetra Technologies Inc | Stock-Other | 1.10% | +0.31% | +2.11% | |
| 29 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 1.08% | -1.37% | EXIT | |
| 30 | PNC | Pnc Financial Services Group | Stock-Financials | 1.08% | +0.10% | -4.00% | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 1.07% | — | +2.29% | |
| 32 | UTI | Universal Technical Institut | Stock-Other | 1.06% | -0.94% | EXIT | |
| 33 | ABX | Barrick Gold CORP | Stock-Financials | 1.04% | — | -1.60% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.12% | -10.50% | |
| 35 | CCI | Crown Castle Inc | Stock-Real Estate | 1.03% | -0.08% | +91.92% | |
| 36 | AZZ | Azz Inc | Stock-Industrials | 1.03% | +0.21% | +1.58% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 1.02% | -0.86% | EXIT | |
| 38 | NEM | Newmont CORP | Stock-Materials | 1.00% | -0.48% | +15.60% | |
| 39 | WRB | Wr Berkley CORP | Stock-Financials | 0.99% | — | -3.72% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.38% | — | |
| 41 | PLPC | Preformed Line Products Co | Stock-Other | 0.96% | -0.94% | EXIT | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.95% | -0.08% | -3.71% | |
| 43 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.95% | -0.03% | -6.56% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.94% | -0.04% | +0.22% | |
| 45 | WMG | Warner Music Group Corp-cl A | Stock-Other | 0.94% | -0.60% | EXIT | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.62% | -3.71% | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.89% | -0.09% | +50.47% | |
| 48 | WMB | Williams Cos Inc | Stock-Energy | 0.87% | -0.03% | +2.50% | |
| 49 | THS | Treehouse Foods Inc | Stock-Other | 0.87% | — | +13.50% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | -0.18% | -5.30% |
According to official SEC Form 13F filings, Pullen Investment Management, LLC reported a total U.S. public equity portfolio value of $216.0M across 104 disclosed positions in Q1 2025.
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 Q1 2025.
During Q1 2025, Pullen Investment Management, LLC's top holdings by market value included VOO (6.1%)、VTI (4.4%)、SCHB (3.1%). The largest single position, VOO, represented 6.1% of total portfolio value.
In Q1 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.