Pullen Investment Management, LLC

Est. AUM

$199.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$11.2M	18819	5.65%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$9.4M	29175	4.70%	SOLE
3	LINCOLN EDL SVCS CORP	COM	$7.6M	187905	3.84%	SOLE
4	CHEVRON CORPORATION	COM	$5.3M	25555	2.65%	SOLE
5	KIRBY CORP	COM	$4.7M	35461	2.37%	SOLE
6	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.4M	175243	2.21%	SOLE
7	NEWMONT CORP	COM	$4.3M	39844	2.17%	SOLE
8	MADISON SQUARE GRDN SPRT COR	CL A	$4.1M	12830	2.07%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.0M	6165	2.01%	SOLE
10	FIRSTCASH HOLDINGS INC	COM	$3.9M	20492	1.93%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	8018	1.93%	SOLE
12	UNIFIRST CORP MASS	COM	$3.5M	14017	1.77%	SOLE
13	BARRICK MNG CORP	COM SHS	$3.5M	84995	1.74%	SOLE
14	MICROSOFT CORP	COM	$3.3M	8987	1.67%	SOLE
15	SPDR GOLD TR	GOLD SHS	$3.1M	7138	1.54%	SOLE
16	SENECA FOODS CORP NEW	CL A	$3.0M	20043	1.52%	SOLE
17	AZZ INC	COM	$2.9M	23284	1.46%	SOLE
18	LOUISIANA PAC CORP	COM	$2.9M	39812	1.45%	SOLE
19	ARCBEST CORP	COM	$2.8M	28735	1.42%	SOLE
20	SOUTHERN CO	COM	$2.8M	29249	1.42%	SOLE
21	FEDERAL AGRIC MTG CORP	CL C	$2.8M	18549	1.38%	SOLE
22	VIRTU FINL INC	CL A	$2.7M	62042	1.37%	SOLE
23	DNOW INC	COM	$2.7M	228832	1.37%	SOLE
24	MSA SAFETY INC	COM	$2.7M	16404	1.35%	SOLE
25	TETRA TECHNOLOGIES INC DEL	COM	$2.7M	313793	1.34%	SOLE
26	CNX RES CORP	COM	$2.7M	68928	1.33%	SOLE
27	FTI CONSULTING INC	COM	$2.6M	14433	1.28%	SOLE
28	INGRAM MICRO HLDG CORP	COM	$2.5M	109121	1.28%	SOLE
29	CRAWFORD & CO	CL A	$2.5M	254448	1.27%	SOLE
30	HANOVER INS GROUP INC	COM	$2.5M	14605	1.27%	SOLE
31	DRIVEN BRANDS HLDGS INC	COM	$2.5M	195239	1.24%	SOLE
32	MARATHON PETE CORP	COM	$2.4M	9808	1.20%	SOLE
33	ALLSTATE CORP	COM	$2.2M	10593	1.10%	SOLE
34	NATIONAL PRESTO INDS INC	COM	$2.1M	15230	1.05%	SOLE
35	PNC FINL SVCS GROUP INC	COM	$2.0M	9672	1.01%	SOLE
36	STEPAN CO	COM	$2.0M	40285	1.01%	SOLE
37	EXXON MOBIL CORP	COM	$1.9M	11486	0.98%	SOLE
38	CME GROUP INC	COM	$1.9M	6521	0.97%	SOLE
39	CISCO SYS INC	COM	$1.9M	24359	0.95%	SOLE
40	OLD DOMINION FREIGHT LINE IN	COM	$1.9M	9615	0.94%	SOLE
41	PREFORMED LINE PRODS CO	COM	$1.9M	6891	0.94%	SOLE
42	UNIVERSAL TECHNICAL INST INC	COM	$1.9M	51687	0.94%	SOLE
43	WABASH NATL CORP	COM	$1.8M	214128	0.93%	SOLE
44	GRAPHIC PACKAGING HLDG CO	COM	$1.7M	174749	0.87%	SOLE
45	HONEYWELL INTL INC	COM	$1.7M	7588	0.86%	SOLE
46	LOCKHEED MARTIN CORP	COM	$1.7M	2805	0.85%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$1.7M	1684	0.84%	SOLE
48	LABCORP HOLDINGS INC	COM SHS	$1.7M	6267	0.84%	SOLE
49	SPECTRUM BRANDS HOLDINGS INC	COM	$1.7M	22610	0.84%	SOLE
50	JOHNSON & JOHNSON	COM	$1.7M	6793	0.83%	SOLE

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.