Pullen Investment Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 29, 2026, Pullen Investment Management, Llc disclosed 97 stock positions valued at approximately $216.02M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and MADISON SQUARE GRDN SPRT COR.

Report Period
June 30, 2026
No. of Stocks
97
Portfolio Value
$216.02M
Holdings by Sector
Pullen Investment Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther6.02%18,936+117+0.62%$13,005,556
VANGUARD INDEX FDSVTIOther5.03%29,388+213+0.73%$10,874,801
MADISON SQUARE GRDN SPRT CORMSGSCommunication Services2.39%12,853+23+0.18%$5,164,850
SCHWAB STRATEGIC TRSCHBOther2.34%174,828-415-0.24%$5,063,019
KIRBY CORPKEXIndustrials2.23%35,452-9-0.03%$4,820,408
STATE STR SPDR S&P 500 ETF TSPYOther2.12%6,143-22-0.36%$4,587,408
FIRSTCASH HOLDINGS INCFCFSFinancial Services2.05%20,506+14+0.07%$4,435,858
ARCBEST CORPARCBIndustrials1.92%28,868+133+0.46%$4,143,713
DRIVEN BRANDS HLDGS INCDRVNConsumer Cyclical1.87%289,666+94,427+48.36%$4,037,944
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.84%7,933-85-1.06%$3,969,594
LOUISIANA PAC CORPLPXIndustrials1.80%49,424+9,612+24.14%$3,887,692
FEDERAL AGRIC MTG CORPAGMFinancial Services1.75%18,994+445+2.40%$3,784,934
CHEVRON CORPORATIONCVXEnergy1.75%22,792-2,763-10.81%$3,778,002
FRONTDOOR INCFTDRConsumer Cyclical1.72%47,795+47,795+100.00%$3,708,414
INGRAM MICRO HLDG CORPINGMOther1.69%133,302+24,181+22.16%$3,656,474
NEWMONT CORPNEMBasic Materials1.69%39,093-751-1.88%$3,651,264
AZZ INCAZZIndustrials1.67%23,262-22-0.09%$3,606,773
OLLIES BARGAIN OUTLET HLDGSOLLIConsumer Defensive1.65%46,396+31,962+221.44%$3,566,924
TETRA TECHNOLOGIES INC DELTTIEnergy1.65%314,336+543+0.17%$3,561,427
SENECA FOODS CORP NEWSENEAConsumer Defensive1.62%20,106+63+0.31%$3,497,238
MICROSOFT CORPMSFTTechnology1.55%8,951-36-0.40%$3,338,871
ACADEMY SPORTS & OUTDOORS INASOConsumer Cyclical1.48%68,048+68,048+100.00%$3,207,102
HANOVER INS GROUP INCTHGFinancial Services1.44%14,571-34-0.23%$3,119,943
BARRETT BUSINESS SVCS INCBBSIIndustrials1.44%87,372+87,372+100.00%$3,103,453
BARRICK MNG CORPBOther1.42%83,248-1,747-2.06%$3,057,699
DNOW INCDNOWIndustrials1.38%229,428+596+0.26%$2,975,681
WABASH NATL CORPWNCIndustrials1.36%217,162+3,034+1.42%$2,931,687
MSA SAFETY INCMSAIndustrials1.33%16,512+108+0.66%$2,882,665
CISCO SYS INCCSCOTechnology1.33%24,517+158+0.65%$2,879,767
CRAWFORD & COCRD-AFinancial Services1.33%254,322-126-0.05%$2,866,209
Showing 30 of 97 holdings in the latest reporting period.