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13F-HR filed by Pullen Investment Management, LLC

Pullen Investment Management, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-15, with 98 holding rows worth $199,180,487.

Accession
0002011668-26-000002
Filed
2026-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 98 entries on the cover page, a total value of $199,180,487 stated on the cover page (in dollars after the unit check, H1), rows summing to $199,180,487 with VALUE read as dollars as filed, 13F file number 028-24089. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM18,819$11,245,069dollars as filed
VTI922908769COM29,175$9,359,501dollars as filed
LINCOLN EDL SVCS CORP533535100COM187,905$7,643,975dollars as filed
Chevron Corporation166764100COM25,555$5,287,330dollars as filed
KIRBY CORP497266106COM35,461$4,712,058dollars as filed
Schwab U.S. Broad Market ETF808524102SHS175,243$4,398,599dollars as filed
NEWMONT CORP651639106COM39,844$4,313,105dollars as filed
MADISON SQUARE GRDN SPRT CORP CL A55825T103Stock12,830$4,123,562dollars as filed
SPY78462F103SHS6,165$4,009,346dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM20,492$3,852,496dollars as filed
Berkshire Hathaway Inc084670702COM8,018$3,842,226dollars as filed
UNIFIRST CORP MASS904708104COM14,017$3,526,537dollars as filed
BARRICK MNG CORP06849F108COM SHS84,995$3,466,946dollars as filed
Microsoft Corp594918104COM8,987$3,326,634dollars as filed
SPDR GOLD TR78463V107GOLD SHS7,138$3,071,410dollars as filed
SENECA FOODS CORP NEW817070501CL A20,043$3,028,898dollars as filed
AZZ INC COM002474104Stock23,284$2,913,527dollars as filed
LOUISIANA PAC CORP COM546347105Stock39,812$2,896,323dollars as filed
ARCBEST CORP COM03937C105Stock28,735$2,826,375dollars as filed
Southern Company842587107COM29,249$2,823,113dollars as filed
Federal Agric Mtg Corp Cl C313148306COM18,549$2,751,744dollars as filed
VIRTU FINL INC928254101CL A62,042$2,728,607dollars as filed
DNOW INC67011P100COMMON STOCK228,832$2,725,389dollars as filed
MSA SAFETY INC COM553498106Stock16,404$2,689,436dollars as filed
TETRA TECHNOLOGIES INC DEL88162F105COM313,793$2,673,516dollars as filed
CNX RES CORP COM12653C108Stock68,928$2,657,174dollars as filed
FTI CONSULTING INC302941109COM14,433$2,551,321dollars as filed
INGRAM MICRO HOLDING CORP457152106COMMON STOCK109,121$2,543,611dollars as filed
CRAWFORD COMPANY CL A224633206COMMON STOCK254,448$2,536,847dollars as filed
HANOVER INS GROUP INC COM410867105Stock14,605$2,531,777dollars as filed
DRIVEN BRANDS HLDGS INC26210V102COM195,239$2,461,964dollars as filed
MARATHON PETE CORP COM56585A102Stock9,808$2,394,917dollars as filed
ALLSTATE CORP COM020002101Stock10,593$2,196,353dollars as filed
NATIONAL PRESTO INDS INC637215104COMMON STOCK15,230$2,087,424dollars as filed
STEPAN CO858586100COM40,285$2,013,444dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock9,672$2,012,646dollars as filed
EXXON MOBIL CORP30231G102COM11,486$1,948,686dollars as filed
CME Group Inc. Class A12572Q105COM6,521$1,925,977dollars as filed
Cisco Systems,Inc.17275R102COM24,359$1,890,015dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock9,615$1,878,771dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM51,687$1,865,901dollars as filed
PREFORMED LINE PRODS CO740444104COM6,891$1,865,738dollars as filed
WABASH NATIONAL CORP929566107COMMON STOCK214,128$1,845,783dollars as filed
GRAPHIC PACKAGING HLDG CO COM388689101Stock174,749$1,737,005dollars as filed
Honeywell Technologies438516106COM7,588$1,715,116dollars as filed
Lockheed Martin Corporation539830109COM2,805$1,695,314dollars as filed
Costco Wholesale Corporation22160K105COM1,684$1,678,423dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock6,267$1,672,098dollars as filed
SPECTRUM BRANDS HLDGS INC NEW COM84790A105Stock22,610$1,666,357dollars as filed
Johnson & Johnson478160104COM6,793$1,660,567dollars as filed
LKQ CORP COM501889208Stock55,372$1,626,276dollars as filed
TURTLE BEACH CORP900450206COMMON STOCK158,866$1,610,901dollars as filed
Duke Energy Corporation26441C204COM12,131$1,588,433dollars as filed
MONRO INC610236101COMMON STOCK97,723$1,567,477dollars as filed
RENTOKIL INITIAL PLC SPONSORED ADR760125104ADR48,528$1,527,661dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL29,759$1,498,961dollars as filed
ALAMO GROUP INC011311107COM8,931$1,473,347dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR24,899$1,418,496dollars as filed
BERKLEY W R CORP COM084423102Stock21,400$1,418,392dollars as filed
Home Depot, Inc437076102COM4,237$1,393,507dollars as filed
OLLIES BARGAIN OUTLET HLDGS681116109COM14,434$1,328,505dollars as filed
Merck & Co.,Inc.58933Y105COM10,855$1,305,748dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock19,123$1,282,580dollars as filed
WILLIAMS COS INC COM969457100Stock17,320$1,260,550dollars as filed
SOUNDTHINKING INC82536T107COM187,130$1,238,801dollars as filed
CROWN CASTLE INC COM22822V101REIT14,997$1,219,389dollars as filed
WARNER MUSIC GROUP CORP934550203COM CL A46,886$1,197,468dollars as filed
TITAN MACHY INC88830R101COM70,244$1,174,480dollars as filed
PARSONS CORP DEL COM70202L102Stock20,994$1,137,245dollars as filed
BROWN & BROWN INC COM115236101Stock17,214$1,122,525dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock3,885$1,114,995dollars as filed
CROWN HLDGS INC COM228368106Stock11,040$1,106,760dollars as filed
Verizon Communications Inc92343V104COM21,770$1,092,854dollars as filed
SYSCOCORP871829107COM14,276$1,018,307dollars as filed
AMERICAN VANGUARD CORP030371108COM374,032$931,340dollars as filed
Broadcom Inc.11135F101COM2,957$915,221dollars as filed
JPMorgan Chase & Co46625H100COM3,103$912,778dollars as filed
SHELL PLC SPON ADS780259305ADR8,247$766,971dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$718,140dollars as filed
Walmart Inc.931142103COM5,443$676,458dollars as filed
Amazon.com, Inc023135106COM3,009$626,684dollars as filed
iShares Gold Trust464285204COM7,030$619,765dollars as filed
Visa Inc92826C839COM1,880$568,211dollars as filed
ISHARES U S ETF TR46431W598BLOOMBERG ROLL9,114$541,580dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock12,381$498,600dollars as filed
MasterCard, Inc57636Q104COM945$472,179dollars as filed
JANUS HENDERSON B-BBB CLO ETF47103U753ETF8,679$404,485dollars as filed
BlackRock Flexible Income ETF092528603SHS7,758$402,873dollars as filed
iShares S&P 500 Growth ETF464287309SHS3,428$387,741dollars as filed
Vanguard Growth922908736COM842$367,777dollars as filed
CDW CORP COM12514G108Stock3,031$366,812dollars as filed
PAN AMERN SILVER CORP697900108COM6,472$353,565dollars as filed
HUMANA INC COM444859102Stock2,009$348,341dollars as filed
Vanguard Value ETF922908744SHS1,583$310,585dollars as filed
EQT CORP COM26884L109Stock4,304$273,907dollars as filed
DOLLAR GEN CORP COM256677105Stock2,172$257,882dollars as filed
WISDOMTREE TR97717W307US LARGECAP DIVD2,722$243,156dollars as filed
Coca-Cola Company191216100COM2,930$222,827dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002011668-26-000002this filing2026-04-15acceptance time not in the bulk data set