§ 13F · FUND PROFILE
Pullen Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $185M (13F)Positions · 99Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 19K | $11M | 5.6% | ±0% |
| 2 | VTI | VANGUARD INDEX FDS | 29K | $9M | 4.7% | ±0% |
| 3 | LINC | LINCOLN EDL SVCS CORP | 188K | $8M | 3.8% | +1% |
| 4 | CVX | CHEVRON CORPORATION | 26K | $5M | 2.7% | −6% |
| 5 | KEX | KIRBY CORP | 35K | $5M | 2.4% | ±0% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 175K | $4M | 2.2% | ±0% |
| 7 | NEM | NEWMONT CORP | 40K | $4M | 2.2% | +3% |
| 8 | MSGS | MADISON SQUARE GRDN SPRT COR | 13K | $4M | 2.1% | +1% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $4M | 2.0% | ±0% |
| 10 | FCFS | FIRSTCASH HOLDINGS INC | 20K | $4M | 1.9% | +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 $185 million in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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