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CIK: 0002011668
Total reported value
$216.0M
$216.0M
100 檔
14.9%
As reported in its official Q2 2025 Form 13F filing, Pullen Investment Management, LLC's tracked investment portfolio stood at $216.0M with 100 total positions.
During Q2 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 | 6.39% | +0.37% | -1.43% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.93% | +0.33% | +7.14% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.89% | +0.13% | -12.36% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.12% | +0.16% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.44% | -0.09% | -1.41% | |
| 6 | HII | Huntington Ingalls Industrie | Stock-Industrials | 2.31% | — | +0.29% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.29% | +0.11% | — | |
| 8 | LINC | Lincoln Educational Services | Stock-Other | 2.20% | -2.80% | -25.47% | |
| 9 | KEX | Kirby CORP | Stock-Industrials | 2.16% | -0.14% | +0.59% | |
| 10 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 2.03% | -0.02% | +46.29% | |
| 11 | AGM | Federal Agric Mtg Corp-cl C | Stock-Other | 1.87% | +0.37% | -0.34% | |
| 12 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 1.76% | +0.10% | +0.86% | |
| 13 | SO | Southern Co/the | Stock-Utilities | 1.62% | -0.11% | -1.38% | |
| 14 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.41% | +0.12% | +0.86% | |
| 15 | CRD-A | Crawford & Company -cl A | Stock-Other | 1.37% | +0.06% | +27.35% | |
| 16 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.36% | +0.32% | +0.87% | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.31% | +0.07% | -0.56% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.28% | -0.90% | -6.61% | |
| 19 | SSTI | Soundthinking Inc | Stock-Other | 1.26% | +0.19% | +0.95% | |
| 20 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 1.26% | +0.17% | +0.84% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.25% | -0.32% | +2.26% | |
| 22 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 1.22% | +0.98% | +69.52% | |
| 23 | 37M | Mrc Global Inc | Stock-Other | 1.22% | — | +92.60% | |
| 24 | TTI | Tetra Technologies Inc | Stock-Other | 1.21% | +0.31% | +15.21% | |
| 25 | SIGI | Selective Insurance Group | Stock-Financials | 1.19% | — | +0.89% | |
| 26 | INGM | Ingram Micro Holding CORP | Stock-Other | 1.16% | +0.41% | +36.09% | |
| 27 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.15% | — | +910.42% | |
| 28 | NEM | Newmont CORP | Stock-Materials | 1.15% | -0.48% | -0.28% | |
| 29 | SPB | Spectrum Brands Holdings Inc | Stock-Other | 1.14% | -0.84% | EXIT | |
| 30 | AZZ | Azz Inc | Stock-Industrials | 1.12% | +0.21% | +1.30% | |
| 31 | CME | Cme Group Inc | Stock-Financials | 1.10% | -0.30% | -0.45% | |
| 32 | HES | Hess CORP | Stock-Other | 1.10% | — | +1.12% | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 1.09% | +0.10% | -0.63% | |
| 34 | ALNT | Allient Inc | Stock-Other | 1.09% | — | +1.34% | |
| 35 | THS | Treehouse Foods Inc | Stock-Other | 1.08% | — | +82.25% | |
| 36 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.08% | — | -0.56% | |
| 37 | B | Barrick Mining CORP | Stock-Materials | 1.07% | -0.32% | — | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 1.06% | -0.86% | EXIT | |
| 39 | PLPC | Preformed Line Products Co | Stock-Other | 1.05% | -0.94% | EXIT | |
| 40 | UL | Unilever PLC | Stock-Consumer Staples | 1.04% | — | -0.41% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.12% | -0.75% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 1.02% | +0.38% | -0.55% | |
| 43 | FTDR | Frontdoor Inc | Stock-Consumer Disc | 1.02% | +1.72% | NEW | |
| 44 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.02% | -0.03% | -0.36% | |
| 45 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.00% | -0.04% | -1.76% | |
| 46 | WRB | Wr Berkley CORP | Stock-Financials | 0.97% | — | -0.53% | |
| 47 | CCI | Crown Castle Inc | Stock-Real Estate | 0.96% | -0.08% | -0.38% | |
| 48 | SCL | Stepan Co | Stock-Other | 0.93% | +0.05% | +22.73% | |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.93% | -0.09% | +9.62% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.87% | -0.08% | -0.58% |
According to official SEC Form 13F filings, Pullen Investment Management, LLC reported a total U.S. public equity portfolio value of $216.0M across 100 disclosed positions in Q2 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 14.9% of total reported equity market value during Q2 2025.
During Q2 2025, Pullen Investment Management, LLC's top holdings by market value included VOO (6.4%)、VTI (4.9%)、SCHB (2.9%). The largest single position, VOO, represented 6.4% of total portfolio value.
In Q2 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.
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