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 $199.2M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($11.2M, 5.65%), VTI ($9.4M, 4.70%), LINC ($7.6M, 3.84%), CVX ($5.3M, 2.65%), KEX ($4.7M, 2.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $11.2M | 5.65% | 18,819 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $9.4M | 4.70% | 29,175 | Added |
| 3 | LINC | LINCOLN EDL SVCS CORP | $7.6M | 3.84% | 187,905 | Added |
| 4 | CVX | CHEVRON CORPORATION | $5.3M | 2.65% | 25,555 | Trimmed |
| 5 | KEX | KIRBY CORP | $4.7M | 2.37% | 35,461 | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $4.4M | 2.21% | 175,243 | Hold |
| 7 | NEM | NEWMONT CORP | $4.3M | 2.17% | 39,844 | Added |
| 8 | MSGS | MADISON SQUARE GRDN SPRT COR | $4.1M | 2.07% | 12,830 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $4.0M | 2.01% | 6,165 | Hold |
| 10 | FCFS | FIRSTCASH HOLDINGS INC | $3.9M | 1.93% | 20,492 | Added |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.8M | 1.93% | 8,018 | Trimmed |
| 12 | UNF | UNIFIRST CORP MASS | $3.5M | 1.77% | 14,017 | Added |
| 13 | B | BARRICK MNG CORP | $3.5M | 1.74% | 84,995 | Added |
| 14 | MSFT | MICROSOFT CORP | $3.3M | 1.67% | 8,987 | Trimmed |
| 15 | GLD | SPDR GOLD TR | $3.1M | 1.54% | 7,138 | Added |
| 16 | SENEA | SENECA FOODS CORP NEW | $3.0M | 1.52% | 20,043 | Trimmed |
| 17 | AZZ | AZZ INC | $2.9M | 1.46% | 23,284 | Added |
| 18 | LPX | LOUISIANA PAC CORP | $2.9M | 1.45% | 39,812 | New |
| 19 | ARCB | ARCBEST CORP | $2.8M | 1.42% | 28,735 | New |
| 20 | SO | SOUTHERN CO | $2.8M | 1.42% | 29,249 | Trimmed |
| 21 | AGM | FEDERAL AGRIC MTG CORP | $2.8M | 1.38% | 18,549 | Added |
| 22 | DNOW | DNOW INC | $2.7M | 1.37% | 228,832 | Added |
| 23 | VIRT | VIRTU FINL INC | $2.7M | 1.37% | 62,042 | Added |
| 24 | MSA | MSA SAFETY INC | $2.7M | 1.35% | 16,404 | Added |
| 25 | TTI | TETRA TECHNOLOGIES INC DEL | $2.7M | 1.34% | 313,793 | Added |
Source: SEC Form 13F filings · as of 2026-03-31