Pullen Investment Management, LLC
CIK: 0002011668SEC EDGAR →
Portfolio Value
$189.9B
Holdings
97
As of
Q4 2025
New Positions
97
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 18,821 | $11.8B | 6.22% |
| 2 | VANGUARD INDEX FDS | 29,128 | $9.8B | 5.14% |
| 3 | HUNTINGTON INGALLS INDS INC | 15,418 | $5.2B | 2.76% |
| 4 | SCHWAB STRATEGIC TR | 175,243 | $4.6B | 2.42% |
| 5 | LINCOLN EDL SVCS CORP | 185,962 | $4.5B | 2.36% |
| 6 | MICROSOFT CORP | 9,128 | $4.4B | 2.32% |
| 7 | SPDR S&P 500 ETF TR | 6,165 | $4.2B | 2.21% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 8,320 | $4.2B | 2.20% |
| 9 | CHEVRON CORP NEW | 27,239 | $4.2B | 2.19% |
| 10 | KIRBY CORP | 35,395 | $3.9B | 2.05% |
Quarterly Changes
New Positions (97)
$11.8B · 19K shares
$9.8B · 29K shares
$5.2B · 15K shares
$4.6B · 175K shares
$4.5B · 186K shares
$4.4B · 9K shares
$4.2B · 6K shares
$4.2B · 8K shares
$4.2B · 27K shares
$3.9B · 35K shares
$3.9B · 39K shares
$3.7B · 34K shares
$3.7B · 85K shares
$3.3B · 13K shares
$3.2B · 20K shares
$3.1B · 18K shares
$3.1B · 20K shares
$3.0B · 14K shares
$2.9B · 311K shares
$2.8B · 251K shares
$2.8B · 7K shares
$2.7B · 14K shares
$2.6B · 14K shares
$2.6B · 16K shares
$2.6B · 29K shares
$2.5B · 68K shares
$2.5B · 49K shares
$2.5B · 23K shares
$2.4B · 41K shares
$2.3B · 108K shares
$2.2B · 11K shares
$2.2B · 164K shares
$2.0B · 61K shares
$2.0B · 10K shares
$2.0B · 143K shares
$1.9B · 25K shares
$1.9B · 125K shares
$1.8B · 92K shares
$1.8B · 7K shares
$1.7B · 35K shares
$1.6B · 10K shares
$1.6B · 25K shares
$1.6B · 10K shares
$1.6B · 15K shares
$1.6B · 6K shares
$1.6B · 53K shares
$1.6B · 2K shares
$1.6B · 14K shares
$1.5B · 22K shares
$1.5B · 7K shares
$1.4B · 12K shares
$1.4B · 49K shares
$1.4B · 12K shares
$1.4B · 7K shares
$1.4B · 7K shares
$1.4B · 3K shares
$1.3B · 51K shares
$1.3B · 164K shares
$1.3B · 332K shares
$1.2B · 14K shares
$1.2B · 19K shares
$1.2B · 20K shares
$1.2B · 81K shares
$1.2B · 11K shares
$1.2B · 11K shares
$1.1B · 4K shares
$1.1B · 14K shares
$1.1B · 4K shares
$1.0B · 17K shares
$1.0B · 6K shares
$1.0B · 3K shares
$1.0B · 3K shares
$984.0M · 65K shares
$949.0M · 31K shares
$850.0M · 21K shares
$754.0M · 1 shares
$693.0M · 3K shares
$656.0M · 2K shares
$605.0M · 5K shares
$603.0M · 8K shares
$574.0M · 33K shares
$567.0M · 7K shares
$539.0M · 945 shares
$451.0M · 12K shares
$432.0M · 9K shares
$422.0M · 3K shares
$413.0M · 9K shares
$410.0M · 842 shares
$406.0M · 8K shares
$340.0M · 7K shares
$317.0M · 2K shares
$317.0M · 25K shares
$302.0M · 2K shares
$290.0M · 2K shares
$239.0M · 3K shares
$235.0M · 4K shares
$203.0M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $60.2B | 31.7% |
| Industrials | 14 | $28.5B | 15.0% |
| Consumer Defensive | 14 | $23.5B | 12.4% |
| Unknown | 9 | $17.2B | 9.1% |
| Energy | 9 | $16.7B | 8.8% |
| Technology | 7 | $13.3B | 7.0% |
| Basic Materials | 5 | $10.9B | 5.7% |
| Consumer Cyclical | 5 | $6.8B | 3.6% |
| Utilities | 3 | $4.4B | 2.3% |
| Communication Services | 2 | $4.2B | 2.2% |
| Healthcare | 3 | $4.2B | 2.2% |