Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pullen Investment Management, LLC (CIK 2011668) reported $216.0M across 98 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($13.0M, 6.02%), VTI ($10.9M, 5.03%), MSGS ($5.2M, 2.39%), SCHB ($5.1M, 2.34%), KEX ($4.8M, 2.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $13.0M | 6.02% | 18,936 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $10.9M | 5.03% | 29,388 | Added |
| 3 | MSGS | MADISON SQUARE GRDN SPRT COR | $5.2M | 2.39% | 12,853 | Added |
| 4 | SCHB | SCHWAB STRATEGIC TR | $5.1M | 2.34% | 174,828 | Trimmed |
| 5 | KEX | KIRBY CORP | $4.8M | 2.23% | 35,452 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 2.12% | 6,143 | Trimmed |
| 7 | FCFS | FIRSTCASH HOLDINGS INC | $4.4M | 2.05% | 20,506 | Added |
| 8 | ARCB | ARCBEST CORP | $4.1M | 1.92% | 28,868 | Added |
| 9 | DRVN | DRIVEN BRANDS HLDGS INC | $4.0M | 1.87% | 289,666 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.0M | 1.84% | 7,933 | Trimmed |
| 11 | LPX | LOUISIANA PAC CORP | $3.9M | 1.80% | 49,424 | Added |
| 12 | AGM | FEDERAL AGRIC MTG CORP | $3.8M | 1.75% | 18,994 | Added |
| 13 | CVX | CHEVRON CORPORATION | $3.8M | 1.75% | 22,792 | Trimmed |
| 14 | FTDR | FRONTDOOR INC | $3.7M | 1.72% | 47,795 | New |
| 15 | NEM | NEWMONT CORP | $3.7M | 1.69% | 39,093 | Trimmed |
| 16 | INGM | INGRAM MICRO HLDG CORP | $3.7M | 1.69% | 133,302 | Added |
| 17 | AZZ | AZZ INC | $3.6M | 1.67% | 23,262 | Trimmed |
| 18 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $3.6M | 1.65% | 46,396 | Added |
| 19 | TTI | TETRA TECHNOLOGIES INC DEL | $3.6M | 1.65% | 314,336 | Added |
| 20 | SENEA | SENECA FOODS CORP NEW | $3.5M | 1.62% | 20,106 | Added |
| 21 | MSFT | MICROSOFT CORP | $3.3M | 1.55% | 8,951 | Trimmed |
| 22 | ASO | ACADEMY SPORTS & OUTDOORS IN | $3.2M | 1.48% | 68,048 | New |
| 23 | BBSI | BARRETT BUSINESS SVCS INC | $3.1M | 1.44% | 87,372 | New |
| 24 | THG | HANOVER INS GROUP INC | $3.1M | 1.44% | 14,571 | Trimmed |
| 25 | B | BARRICK MNG CORP | $3.1M | 1.42% | 83,248 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30