§ 13F · FUND PROFILE
Pullen Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $166.0T (13F)Positions · 100Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 19K | $11.8T | 6.2% | ±0% |
| 2 | VTI | VANGUARD INDEX FDS | 29K | $9.8T | 5.1% | +8% |
| 3 | HII | HUNTINGTON INGALLS INDS INC | 15K | $5.2T | 2.8% | +1% |
| 4 | SCHB | SCHWAB STRATEGIC TR | 175K | $4.6T | 2.4% | −13% |
| 5 | LINC | LINCOLN EDL SVCS CORP | 186K | $4.5T | 2.4% | +1% |
| 6 | MSFT | MICROSOFT CORP | 9K | $4.4T | 2.3% | ±0% |
| 7 | SPY | SPDR S&P 500 ETF TR | 6K | $4.2T | 2.2% | ±0% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 8K | $4.2T | 2.2% | ±0% |
| 9 | CVX | CHEVRON CORP NEW | 27K | $4.2T | 2.2% | −3% |
| 10 | KEX | KIRBY CORP | 35K | $3.9T | 2.1% | ±0% |
§ 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 $166017.3 trillion in assets. The fund runs a portfolio of 100 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed