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CIK: 0002011668
Total reported value
$216.0M
$216.0M
97 檔
16.6%
In Q4 2025, Pullen Investment Management, LLC's U.S. equity holdings reached a combined market value of $216.0M, distributed across 97 disclosed stock positions.
Pullen Investment Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 10 holdings and trimming 39 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.22% | +0.37% | +0.06% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.14% | +0.33% | +7.89% | |
| 3 | HII | Huntington Ingalls Industrie | Stock-Industrials | 2.76% | — | +0.51% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.42% | +0.13% | -13.04% | |
| 5 | LINC | Lincoln Educational Services | Stock-Other | 2.37% | -2.80% | +0.99% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.12% | +0.48% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.21% | +0.11% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.09% | -0.07% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.19% | -0.90% | -2.64% | |
| 10 | KEX | Kirby CORP | Stock-Industrials | 2.05% | -0.14% | -0.23% | |
| 11 | NEM | Newmont CORP | Stock-Materials | 2.04% | -0.48% | +18.34% | |
| 12 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 1.96% | +0.10% | +0.50% | |
| 13 | B | Barrick Mining CORP | Stock-Materials | 1.95% | -0.32% | +0.46% | |
| 14 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 1.73% | +0.32% | +0.27% | |
| 15 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.70% | +0.12% | +0.43% | |
| 16 | AGM | Federal Agric Mtg Corp-cl C | Stock-Other | 1.65% | +0.37% | -0.68% | |
| 17 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 1.61% | — | +0.20% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.57% | — | — | |
| 19 | TTI | Tetra Technologies Inc | Stock-Other | 1.53% | +0.31% | -55.28% | |
| 20 | CRD-A | Crawford & Company -cl A | Stock-Other | 1.49% | +0.06% | +0.36% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.49% | -0.32% | +3.38% | |
| 22 | UNF | Unifirst Corp/ma | Stock-Other | 1.41% | -1.77% | EXIT | |
| 23 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 1.39% | +0.17% | +0.25% | |
| 24 | MSA | Msa Safety Inc | Stock-Industrials | 1.35% | -0.02% | — | |
| 25 | SO | Southern Co/the | Stock-Utilities | 1.35% | -0.11% | -0.30% | |
| 26 | CNX | Cnx Resources CORP | Stock-Energy | 1.32% | -0.25% | +76.32% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.31% | -0.09% | +37.18% | |
| 28 | AZZ | Azz Inc | Stock-Industrials | 1.29% | +0.21% | -0.20% | |
| 29 | SPB | Spectrum Brands Holdings Inc | Stock-Other | 1.27% | -0.84% | EXIT | |
| 30 | INGM | Ingram Micro Holding CORP | Stock-Other | 1.21% | +0.41% | +0.19% | |
| 31 | ALL | Allstate CORP | Stock-Financials | 1.17% | +0.07% | -0.75% | |
| 32 | DNOW | Dnow Inc | Stock-Other | 1.15% | +0.01% | — | |
| 33 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 1.08% | -1.37% | EXIT | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 1.07% | +0.10% | +0.36% | |
| 35 | TBCH | Turtle Beach CORP | Stock-Other | 1.06% | +0.12% | +94.28% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.99% | +0.38% | -0.37% | |
| 37 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.99% | -0.02% | -29.08% | |
| 38 | MNRO | Monro Inc | Stock-Other | 0.97% | — | -1.97% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.95% | -0.30% | -0.90% | |
| 40 | SCL | Stepan Co | Stock-Other | 0.88% | +0.05% | -12.17% | |
| 41 | FCN | Fti Consulting Inc | Stock-Industrials | 0.87% | -1.28% | EXIT | |
| 42 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.86% | -0.04% | +1.04% | |
| 43 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.86% | -0.01% | — | |
| 44 | NPK | National Presto Inds Inc | Stock-Other | 0.84% | -0.41% | +0.15% | |
| 45 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.84% | -0.03% | -1.86% | |
| 46 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.84% | -0.14% | +39.06% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.12% | +6.82% | |
| 48 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 0.82% | +0.98% | +69.03% | |
| 49 | WRB | Wr Berkley CORP | Stock-Financials | 0.81% | — | -0.86% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.77% | -0.86% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CNX | Cnx Resources CORP | +0.7% | +76.32% | Add |
| 2 | UNF | Unifirst Corp/ma | +0.6% | +60.00% | Add |
| 3 | NEM | Newmont CORP | +0.5% | +18.34% | Add |
| 4 | KEX | Kirby CORP | +0.5% | -0.23% | Trim |
| 5 | B | Barrick Mining CORP | +0.5% | +0.46% | Add |
| 6 | TBCH | Turtle Beach CORP | +0.4% | +94.28% | Add |
| 7 | HII | Huntington Ingalls Industrie | +0.4% | +0.51% | Add |
| 8 | COKE | Coca-cola Consolidated Inc | +0.4% | +0.20% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +7.89% | Add |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +37.18% | Add |
| 11 | UTI | Universal Technical Institut | +0.3% | +129.75% | Add |
| 12 | OLLI | Ollie's Bargain Outlet Holdi | +0.2% | +69.03% | Add |
| 13 | LKQ | Lkq CORP | +0.2% | +39.06% | Add |
| 14 | MSGS | Madison Square Garden Sports | +0.2% | +0.27% | Add |
| 15 | GLD | Spdr Gold Shares | +0.2% | +3.38% | Add |
| 16 | TITN | Titan Machinery Inc | +0.2% | +66.39% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -0.62% | Trim |
| 18 | SPB | Spectrum Brands Holdings Inc | +0.1% | -1.51% | Trim |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -0.37% | Trim |
| 20 | RTO | Rentokil Initial Plc-sp Adr | +0.1% | -0.23% | Trim |
| 21 | MNRO | Monro Inc | +0.1% | -1.97% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.39% | Add |
| 23 | IAU | Ishares Gold Trust | +0.1% | +9.58% | Add |
| 24 | CRD-A | Crawford & Company -cl A | 0% | +0.36% | Add |
| 25 | PAAS | Pan American Silver CORP | 0% | — | Unchanged |
| 26 | DG | Dollar General CORP | 0% | +7.25% | Add |
| 27 | LINC | Lincoln Educational Services | 0% | +0.99% | Add |
| 28 | AGM | Federal Agric Mtg Corp-cl C | 0% | -0.68% | Trim |
| 29 | XOM | Exxon Mobil CORP | 0% | -1.23% | Trim |
| 30 | CCK | Crown Holdings Inc | 0% | -0.40% | Trim |
| 31 | WMT | Walmart Inc | 0% | +1.85% | Add |
| 32 | PNC | Pnc Financial Services Group | 0% | +0.36% | Add |
| 33 | AVGO | Broadcom Inc | 0% | +0.07% | Add |
| 34 | SHEL | Shell Plc-adr | 0% | +3.58% | Add |
| 35 | AMZN | Amazon.com Inc | 0% | +0.03% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +1.19% | Add |
| 37 | SENEA | Seneca Foods CORP - Cl A | — | +0.50% | Add |
| 38 | EQT | Eqt CORP | — | +7.86% | Add |
| 39 | IVW | Ishares S&p 500 Growth ETF | — | — | Unchanged |
| 40 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 41 | VUG | Vanguard Growth ETF | — | — | Unchanged |
| 42 | DLN | Wisdomtree US Largecap Divid | — | — | Unchanged |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 44 | JPM | Jpmorgan Chase & Co | 0% | -1.08% | Trim |
| 45 | JBBB | Janus Henderson B-bbb Clo Et | 0% | +0.09% | Add |
| 46 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +0.22% | Add |
| 47 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +0.06% | Add |
| 50 | GENC | Gencor Industries Inc | 0% | +0.40% | Add |
According to official SEC Form 13F filings, Pullen Investment Management, LLC reported a total U.S. public equity portfolio value of $216.0M across 97 disclosed positions in Q4 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, HII) accounted for 16.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWD
市值: $3.0M
Top Position Liquidated / Trimmed
37M
前期市值: $2.5M
During Q4 2025, Pullen Investment Management, LLC's top holdings by market value included VOO (6.2%)、VTI (5.1%)、HII (2.8%). The largest single position, VOO, represented 6.2% of total portfolio value.
In Q4 2025, Pullen Investment Management, LLC made 99 total portfolio adjustments, initiating 8 new buys, adding to 42 positions, trimming 39 holdings, and fully liquidating 10 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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