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CIK: 0002011668
Total reported value
$216.0M
$216.0M
98 檔
17.7%
The Q1 2026 SEC filing reveals that Pullen Investment Management, LLC held a total portfolio value of $216.0M, covering 98 public equity positions.
In Q1 2026, Pullen Investment Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 51 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.65% | +0.37% | -0.01% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.70% | +0.33% | +0.16% | |
| 3 | LINC | Lincoln Educational Services | Stock-Other | 3.84% | -2.80% | +1.04% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 2.65% | -0.90% | -6.18% | |
| 5 | KEX | Kirby CORP | Stock-Industrials | 2.37% | -0.14% | +0.19% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.21% | +0.13% | — | |
| 7 | NEM | Newmont CORP | Stock-Materials | 2.17% | -0.48% | +2.58% | |
| 8 | MSGS | Madison Square Garden Sports | Stock-Comm Services | 2.07% | +0.32% | +1.18% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.01% | +0.11% | — | |
| 10 | FCFS | Firstcash Holdings Inc | Stock-Financials | 1.93% | +0.12% | +1.13% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.93% | -0.09% | -3.63% | |
| 12 | UNF | Unifirst Corp/ma | Stock-Other | 1.77% | -1.77% | EXIT | |
| 13 | B | Barrick Mining CORP | Stock-Materials | 1.74% | -0.32% | +0.10% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.12% | -1.54% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.54% | -0.32% | +0.27% | |
| 16 | SENEA | Seneca Foods CORP - Cl A | Stock-Other | 1.52% | +0.10% | -40.51% | |
| 17 | AZZ | Azz Inc | Stock-Industrials | 1.46% | +0.21% | +1.73% | |
| 18 | LPX | Louisiana-pacific CORP | Stock-Industrials | 1.45% | +0.35% | — | |
| 19 | ARCB | Arcbest CORP | Stock-Other | 1.42% | +0.50% | — | |
| 20 | SO | Southern Co/the | Stock-Utilities | 1.42% | -0.11% | -0.17% | |
| 21 | AGM | Federal Agric Mtg Corp-cl C | Stock-Other | 1.38% | +0.37% | +4.11% | |
| 22 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 1.37% | -1.37% | EXIT | |
| 23 | DNOW | Dnow Inc | Stock-Other | 1.37% | +0.01% | +39.25% | |
| 24 | MSA | Msa Safety Inc | Stock-Industrials | 1.35% | -0.02% | +2.36% | |
| 25 | TTI | Tetra Technologies Inc | Stock-Other | 1.34% | +0.31% | +0.93% | |
| 26 | CNX | Cnx Resources CORP | Stock-Energy | 1.33% | -0.25% | +1.24% | |
| 27 | FCN | Fti Consulting Inc | Stock-Industrials | 1.28% | -1.28% | EXIT | |
| 28 | INGM | Ingram Micro Holding CORP | Stock-Other | 1.28% | +0.41% | +1.24% | |
| 29 | CRD-A | Crawford & Company -cl A | Stock-Other | 1.27% | +0.06% | +1.21% | |
| 30 | THG | Hanover Insurance Group Inc/ | Stock-Financials | 1.27% | +0.17% | +1.22% | |
| 31 | DRVN | Driven Brands Holdings Inc | Stock-Other | 1.24% | +0.63% | +141.35% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.20% | -0.04% | -2.59% | |
| 33 | ALL | Allstate CORP | Stock-Financials | 1.10% | +0.07% | -1.09% | |
| 34 | NPK | National Presto Inds Inc | Stock-Other | 1.05% | -0.41% | +1.35% | |
| 35 | SCL | Stepan Co | Stock-Other | 1.01% | +0.05% | +13.71% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 1.01% | +0.10% | -0.70% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.62% | -2.09% | |
| 38 | CME | Cme Group Inc | Stock-Financials | 0.97% | -0.30% | -1.29% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.38% | -0.60% | |
| 40 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.94% | +0.03% | — | |
| 41 | UTI | Universal Technical Institut | Stock-Other | 0.94% | -0.94% | EXIT | |
| 42 | PLPC | Preformed Line Products Co | Stock-Other | 0.94% | -0.94% | EXIT | |
| 43 | WNC | Wabash National CORP | Stock-Other | 0.93% | +0.43% | — | |
| 44 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 0.87% | -0.02% | +39.85% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.86% | -0.86% | EXIT | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.85% | -0.18% | -2.06% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.12% | -7.37% | |
| 48 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.84% | -0.03% | -1.77% | |
| 49 | SPB | Spectrum Brands Holdings Inc | Stock-Other | 0.84% | -0.84% | EXIT | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.02% | +0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LINC | Lincoln Educational Services | +1.5% | +1.04% | Add |
| 2 | DRVN | Driven Brands Holdings Inc | +0.6% | +141.35% | Add |
| 3 | CVX | Chevron CORP | +0.5% | -6.18% | Trim |
| 4 | FCN | Fti Consulting Inc | +0.4% | +49.55% | Add |
| 5 | UNF | Unifirst Corp/ma | +0.4% | +1.24% | Add |
| 6 | MSGS | Madison Square Garden Sports | +0.3% | +1.18% | Add |
| 7 | MPC | Marathon Petroleum CORP | +0.3% | -2.59% | Trim |
| 8 | KEX | Kirby CORP | +0.3% | +0.19% | Add |
| 9 | VIRT | Virtu Financial Inc-class A | +0.3% | +1.01% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.2% | -2.09% | Trim |
| 11 | UTI | Universal Technical Institut | +0.2% | +1.24% | Add |
| 12 | FCFS | Firstcash Holdings Inc | +0.2% | +1.13% | Add |
| 13 | DNOW | Dnow Inc | +0.2% | +39.25% | Add |
| 14 | NPK | National Presto Inds Inc | +0.2% | +1.35% | Add |
| 15 | PLPC | Preformed Line Products Co | +0.2% | +1.35% | Add |
| 16 | AZZ | Azz Inc | +0.2% | +1.73% | Add |
| 17 | NEM | Newmont CORP | +0.1% | +2.58% | Add |
| 18 | SCL | Stepan Co | +0.1% | +13.71% | Add |
| 19 | LMT | Lockheed Martin CORP | +0.1% | -2.06% | Trim |
| 20 | WMG | Warner Music Group Corp-cl A | +0.1% | +51.43% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | +4.22% | Add |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.31% | Add |
| 23 | HON | Honeywell International Inc | +0.1% | +1.24% | Add |
| 24 | WMB | Williams Cos Inc | +0.1% | -0.42% | Trim |
| 25 | SO | Southern Co/the | +0.1% | -0.17% | Trim |
| 26 | INGM | Ingram Micro Holding CORP | +0.1% | +1.24% | Add |
| 27 | TITN | Titan Machinery Inc | +0.1% | +7.32% | Add |
| 28 | SHEL | Shell Plc-adr | +0.1% | +0.37% | Add |
| 29 | GLD | Spdr Gold Shares | +0.1% | +0.27% | Add |
| 30 | MRK | Merck & Co. Inc. | +0.1% | -1.58% | Trim |
| 31 | DUK | Duke Energy CORP | 0% | -1.24% | Trim |
| 32 | CMDY | Ishares Bloomberg Roll Selec | 0% | +2.67% | Add |
| 33 | CME | Cme Group Inc | 0% | -1.29% | Trim |
| 34 | RTO | Rentokil Initial Plc-sp Adr | 0% | -0.24% | Trim |
| 35 | WMT | Walmart Inc | 0% | +0.09% | Add |
| 36 | EQT | Eqt CORP | 0% | -2.00% | Trim |
| 37 | CNX | Cnx Resources CORP | 0% | +1.24% | Add |
| 38 | COST | Costco Wholesale CORP | 0% | -7.37% | Trim |
| 39 | IAU | Ishares Gold Trust | 0% | +0.54% | Add |
| 40 | CDW | Cdw Corp/de | 0% | +29.92% | Add |
| 41 | WTRG | Essential Utilities Inc | 0% | +5.27% | Add |
| 42 | MSA | Msa Safety Inc | — | +2.36% | Add |
| 43 | LH | Labcorp Holdings Inc | — | -1.77% | Trim |
| 44 | KO | Coca-cola Co/the | — | +0.83% | Add |
| 45 | PAAS | Pan American Silver CORP | — | -1.57% | Trim |
| 46 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +0.60% | Add |
| 48 | DLN | Wisdomtree US Largecap Divid | 0% | — | Unchanged |
| 49 | LKQ | Lkq CORP | 0% | +5.23% | Add |
| 50 | IBKR | Interactive Brokers Gro-cl A | 0% | -1.49% | Trim |
According to official SEC Form 13F filings, Pullen Investment Management, LLC reported a total U.S. public equity portfolio value of $216.0M across 98 disclosed positions in Q1 2026.
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, LINC) accounted for 17.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
LPX
市值: $2.9M
Top Position Liquidated / Trimmed
HII
前期市值: $5.2M
During Q1 2026, Pullen Investment Management, LLC's top holdings by market value included VOO (5.7%)、VTI (4.7%)、LINC (3.8%). The largest single position, VOO, represented 5.7% of total portfolio value.
In Q1 2026, Pullen Investment Management, LLC made 97 total portfolio adjustments, initiating 8 new buys, adding to 51 positions, trimming 31 holdings, and fully liquidating 7 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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