Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$13.0M6.02%18,936Added
2VTIVANGUARD INDEX FDS$10.9M5.03%29,388Added
3MSGSMADISON SQUARE GRDN SPRT COR$5.2M2.39%12,853Added
4SCHBSCHWAB STRATEGIC TR$5.1M2.34%174,828Trimmed
5KEXKIRBY CORP$4.8M2.23%35,452Trimmed
6SPYSTATE STR SPDR S&P 500 ETF T$4.6M2.12%6,143Trimmed
7FCFSFIRSTCASH HOLDINGS INC$4.4M2.05%20,506Added
8ARCBARCBEST CORP$4.1M1.92%28,868Added
9DRVNDRIVEN BRANDS HLDGS INC$4.0M1.87%289,666Added
10BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.84%7,933Trimmed
11LPXLOUISIANA PAC CORP$3.9M1.80%49,424Added
12AGMFEDERAL AGRIC MTG CORP$3.8M1.75%18,994Added
13CVXCHEVRON CORPORATION$3.8M1.75%22,792Trimmed
14FTDRFRONTDOOR INC$3.7M1.72%47,795New
15NEMNEWMONT CORP$3.7M1.69%39,093Trimmed
16INGMINGRAM MICRO HLDG CORP$3.7M1.69%133,302Added
17AZZAZZ INC$3.6M1.67%23,262Trimmed
18OLLIOLLIES BARGAIN OUTLET HLDGS$3.6M1.65%46,396Added
19TTITETRA TECHNOLOGIES INC DEL$3.6M1.65%314,336Added
20SENEASENECA FOODS CORP NEW$3.5M1.62%20,106Added
21MSFTMICROSOFT CORP$3.3M1.55%8,951Trimmed
22ASOACADEMY SPORTS & OUTDOORS IN$3.2M1.48%68,048New
23BBSIBARRETT BUSINESS SVCS INC$3.1M1.44%87,372New
24THGHANOVER INS GROUP INC$3.1M1.44%14,571Trimmed
25BBARRICK MNG CORP$3.1M1.42%83,248Trimmed

Source: SEC Form 13F filings · as of 2026-06-30