Pullen Investment Management, LLC

CIK 0002011668 · BRADENTON, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Pullen Investment Management, LLC reported 98 positions worth $216.0M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: VOO (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$216.0M
2026 Q2
Positions
98
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.8%
Est. Net Flow (Q)
2026 Q2
10 / 98 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$13.0M6.02%18,936
2VTIVANGUARD INDEX FDSSH$10.9M5.03%29,388
3MSGSMADISON SQUARE GRDN SPRT CORSH$5.2M2.39%12,853
4SCHBSCHWAB STRATEGIC TRSH$5.1M2.34%174,828
5KEXKIRBY CORPSH$4.8M2.23%35,452
6SPYSTATE STR SPDR S&P 500 ETF TSH$4.6M2.12%6,143
7FCFSFIRSTCASH HOLDINGS INCSH$4.4M2.05%20,506
8ARCBARCBEST CORPSH$4.1M1.92%28,868
9DRVNDRIVEN BRANDS HLDGS INCSH$4.0M1.87%289,666
10BRK-BBERKSHIRE HATHAWAY INC DELSH$4.0M1.84%7,933

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pullen Investment Management, LLC hold as of Q2 2026?

Pullen Investment Management, LLC reported 98 positions worth $216.0M in its Q2 2026 13F filing. Largest positions: VOO (6.0%), VTI (5.0%), MSGS (2.4%), SCHB (2.3%) and KEX (2.2%).

What did Pullen Investment Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pullen Investment Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.