Institutional Fund
Pullen Investment Management, LLC
Bradenton, FLCIK 20116685 filings on record
Portfolio Value
$199.18M
Q1 2026
Holdings
98
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+4.9%
from $189.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds5.6%
- Vanguard Index Fds4.7%
- Lincoln Edl Svcs Corp3.8%
- Chevron Corp New2.7%
- Kirby Corp2.4%
- Schwab Strategic Tr2.2%
- Other78.6%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 18.8K | $11.25M | 5.6% | −2 | Reduced |
| 2 | Vanguard Index Fds | 29.2K | $9.36M | 4.7% | +47 | Added |
| 3 | Lincoln Edl Svcs Corp | 187.9K | $7.64M | 3.8% | +1.9K | Added |
| 4 | Chevron Corp New | 25.6K | $5.29M | 2.7% | −1.7K | Reduced |
| 5 | Kirby Corp | 35.5K | $4.71M | 2.4% | +66 | Added |
| 6 | Schwab Strategic Tr | 175.2K | $4.40M | 2.2% | 0 | Held |
| 7 | Newmont Corp | 39.8K | $4.31M | 2.2% | +1.0K | Added |
| 8 | Madison Square Grdn Sprt Cor | 12.8K | $4.12M | 2.1% | +149 | Added |
| 9 | Spdr S&P 500 ETF Tr | 6.2K | $4.01M | 2.0% | 0 | Held |
| 10 | Firstcash Holdings Inc | 20.5K | $3.85M | 1.9% | +229 | Added |
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