§ 13F · FUND PROFILE
Pullen Investment Management, LLC.
AUM · $216M (13F)Positions · 98Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 19K | $13M | 6.0% | +1% |
| 2 | VTI | VANGUARD INDEX FDS | 29K | $11M | 5.0% | +1% |
| 3 | MSGS | MADISON SQUARE GRDN SPRT COR | 13K | $5M | 2.4% | ±0% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 175K | $5M | 2.3% | ±0% |
| 5 | KEX | KIRBY CORP | 35K | $5M | 2.2% | ±0% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $5M | 2.1% | ±0% |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | 21K | $4M | 2.1% | ±0% |
| 8 | ARCB | ARCBEST CORP | 29K | $4M | 1.9% | ±0% |
| 9 | DRVN | DRIVEN BRANDS HLDGS INC | 290K | $4M | 1.9% | +48% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 8K | $4M | 1.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PULLEN SIGNAL
AC read
Pullen Investment Management, LLC is a Other fund managing $216 million in assets. The fund runs a portfolio of 98 positions.
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