Pullen Investment Management, LLC Top Holdings and 13F Report (2025) About Pullen Investment Management, LLCInvestment ActivityPullen Investment Management, LLC has $158.35 million in total holdings as of March 31, 2025.Pullen Investment Management, LLC owns shares of 104 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 12.02% of the portfolio was purchased this quarter.About 10.08% of the portfolio was sold this quarter.This quarter, Pullen Investment Management, LLC has purchased 103 new stocks and bought additional shares in 57 stocks.Pullen Investment Management, LLC sold shares of 30 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $9,729,698Vanguard Total Stock Market ETF $6,913,434Schwab US Broad Market ETF $4,950,805Berkshire Hathaway $4,502,964SPDR S&P 500 ETF Trust $3,448,639 Largest New Holdings this Quarter 17275R102 - Cisco Systems $1,518,992 Holding457152106 - INGRAM MICRO HLDG CORP $1,205,912 Holding760125104 - Rentokil Initial $1,113,719 Holding871829107 - Sysco $1,073,747 Holding92343V104 - Verizon Communications $1,010,258 Holding Largest Purchases this Quarter Cisco Systems 24,615 shares (about $1.52M)INGRAM MICRO HLDG CORP 67,977 shares (about $1.21M)Rentokil Initial 48,634 shares (about $1.11M)Sysco 14,309 shares (about $1.07M)Verizon Communications 22,272 shares (about $1.01M) Largest Sales this Quarter EQT 17,500 shares (about $935.03K)Universal Technical Institute 30,181 shares (about $775.05K)Costco Wholesale 203 shares (about $192.04K)Microsoft 492 shares (about $184.69K)SPDR Gold Shares 590 shares (about $170.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPullen Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$9,729,698$467,137 ▲5.0%18,9336.1%ETFVTIVanguard Total Stock Market ETF$6,913,434$498,018 ▲7.8%25,1544.4%ETFSCHBSchwab US Broad Market ETF$4,950,805$23,080 ▼-0.5%229,9493.1%ETFBRK.BBerkshire Hathaway$4,502,964$129,417 ▼-2.8%8,4552.8%FinanceSPYSPDR S&P 500 ETF Trust$3,448,639$18,460 ▼-0.5%6,1652.2%FinanceMSFTMicrosoft$3,382,956$184,689 ▼-5.2%9,0122.1%Computer and TechnologyLINCLincoln Educational Services$3,375,787$46,975 ▲1.4%212,7152.1%Consumer DiscretionaryHIIHuntington Ingalls Industries$3,229,953$53,458 ▲1.7%15,8302.0%AerospaceKEXKirby$3,169,492$8,990 ▲0.3%31,3782.0%TransportationAGMFederal Agricultural Mortgage$3,002,410$188 ▼0.0%16,0121.9%FinanceGPKGraphic Packaging$2,839,323$3,375 ▲0.1%109,3731.8%IndustrialsSOSouthern$2,724,479$2,942 ▼-0.1%29,6301.7%UtilitiesSSTISoundThinking$2,697,389$289,811 ▲12.0%159,1381.7%IndustrialsCVXChevron$2,654,223$104,054 ▼-3.8%15,8661.7%EnergySENEASeneca Foods$2,542,893$52,088 ▲2.1%28,5591.6%Consumer StaplesCOKECoca-Cola Consolidated$2,293,650$67,500 ▲3.0%1,6991.4%Consumer StaplesALLAllstate$2,246,502$130,247 ▼-5.5%10,8491.4%FinanceTHGThe Hanover Insurance Group$2,125,147$42,618 ▲2.0%12,2171.3%FinanceMSGSMadison Square Garden Sports$2,092,072$645,107 ▲44.6%10,7441.3%Consumer DiscretionaryHESHess$2,078,087$31,147 ▲1.5%13,0101.3%EnergySIGISelective Insurance Group$2,064,044$898,191 ▲77.0%22,5481.3%FinanceFCFSFirstCash$2,063,247$40,668 ▲2.0%17,1481.3%Business ServicesKVUEKenvue$2,059,738$383,368 ▲22.9%85,8941.3%Consumer StaplesCRD.ACrawford & Company$1,928,655$38,759 ▲2.1%168,8841.2%Business ServicesGLDSPDR Gold Shares$1,921,029$170,003 ▼-8.1%6,6671.2%FinanceNWENorthWestern Energy Group$1,809,306$29,051 ▲1.6%31,2651.1%UtilitiesCMECME Group$1,767,097$68,975 ▼-3.8%6,6611.1%FinanceTTITETRA Technologies$1,741,727$36,023 ▲2.1%518,3711.1%EnergyVIRTVirtu Financial$1,712,427$30,077 ▲1.8%44,9221.1%FinancePNCThe PNC Financial Services Group$1,711,297$71,363 ▼-4.0%9,7361.1%FinanceULUnilever$1,687,707$37,814 ▲2.3%28,3411.1%Consumer StaplesUTIUniversal Technical Institute$1,675,081$775,048 ▼-31.6%65,2291.1%Consumer DiscretionaryGOLDBarrick Gold$1,650,534$26,886 ▼-1.6%84,9041.0%Basic MaterialsCOSTCostco Wholesale$1,637,503$192,035 ▼-10.5%1,7311.0%Retail/WholesaleCCICrown Castle$1,628,672$780,045 ▲91.9%15,6261.0%FinanceAZZAZZ$1,624,459$25,334 ▲1.6%19,4291.0%IndustrialsHONHoneywell International$1,615,229$592,265 ▲57.9%7,6281.0%Multi-Sector ConglomeratesNEMNewmont$1,589,830$214,559 ▲15.6%32,9291.0%Basic MaterialsWRBW. R. Berkley$1,572,636$60,771 ▼-3.7%22,1001.0%FinanceCSCOCisco Systems$1,518,992$1,518,992 ▲New Holding24,6151.0%Computer and TechnologyPLPCPreformed Line Products$1,515,774$852,027 ▲128.4%10,8201.0%Computer and TechnologyDUKDuke Energy$1,508,769$58,180 ▼-3.7%12,3701.0%UtilitiesLABCORP HOLDINGS INC$1,504,431$105,664 ▼-6.6%6,4641.0%COM SHSMPCMarathon Petroleum$1,488,952$3,205 ▲0.2%10,2200.9%EnergyWMGWarner Music Group$1,480,943$15,518 ▼-1.0%47,2390.9%Consumer DiscretionaryXOMExxon Mobil$1,411,798$54,469 ▼-3.7%11,8710.9%EnergyJAAAJanus Henderson AAA CLO ETF$1,401,422$470,082 ▲50.5%27,6360.9%ETFWMBWilliams Companies$1,375,804$33,585 ▲2.5%23,0220.9%EnergyTHSTreeHouse Foods$1,372,786$163,326 ▲13.5%50,6750.9%Consumer StaplesLMTLockheed Martin$1,292,779$72,367 ▼-5.3%2,8940.8%AerospaceUNFUniFirst$1,280,118$470,148 ▲58.0%7,3570.8%IndustrialsSCLStepan$1,265,370$877,063 ▲225.9%22,9900.8%Basic MaterialsINGRAM MICRO HLDG CORP$1,205,912$1,205,912 ▲New Holding67,9770.8%COMFOXFOX$1,175,064$49,495 ▼-4.0%22,2930.7%Consumer DiscretionaryJNJJohnson & Johnson$1,130,200$67,663 ▲6.4%6,8150.7%MedicalRTORentokil Initial$1,113,719$1,113,719 ▲New Holding48,6340.7%Business ServicesLKQLKQ$1,112,293$83,421 ▼-7.0%26,1470.7%Auto/Tires/TrucksALNTAllient$1,076,163$31,497 ▲3.0%48,9610.7%Computer and TechnologySYYSysco$1,073,747$1,073,747 ▲New Holding14,3090.7%Consumer StaplesAVDAmerican Vanguard$1,069,829$285,564 ▲36.4%243,1430.7%Basic MaterialsOLLIOllie's Bargain Outlet$1,058,178$334,768 ▲46.3%9,0940.7%Consumer StaplesMRKMerck & Co., Inc.$1,052,077$21,094 ▲2.0%11,7210.7%MedicalSLRCSLR Investment$1,046,736$28,932 ▲2.8%62,0840.7%FinancePSNParsons$1,033,037$18,592 ▲1.8%17,4470.7%Business ServicesCNXCNX Resources$1,027,287$15,173 ▲1.5%32,6330.6%EnergyVZVerizon Communications$1,010,258$1,010,258 ▲New Holding22,2720.6%Computer and TechnologyCCKCrown$1,002,390$492,805 ▲96.7%11,2300.6%IndustrialsLANCLancaster Colony$995,400$29,925 ▲3.1%5,6880.6%Consumer StaplesCDWCDW$948,579$34,616 ▼-3.5%5,9190.6%Computer and TechnologyNSCNorfolk Southern$946,926$68,923 ▲7.9%3,9980.6%TransportationSPBSpectrum Brands$884,430$23,826 ▲2.8%12,3610.6%Consumer DiscretionaryMRCMRC Global$882,755$882,755 ▲New Holding76,8950.6%IndustrialsWMTWalmart$880,360$1,668 ▼-0.2%10,0280.6%Retail/WholesaleMNROMonro$825,919$44,481 ▲5.7%57,0780.5%Consumer DiscretionaryIBKRInteractive Brokers Group$811,060$49,511 ▼-5.8%4,8980.5%FinanceBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.5%FinanceMPMP Materials$785,636$28,291 ▲3.7%32,1850.5%Basic MaterialsJPMJPMorgan Chase & Co.$775,884$26,002 ▲3.5%3,1630.5%FinanceLANDGladstone Land$766,508$57,218 ▲8.1%72,8620.5%FinanceVVisa$646,599$28,037 ▲4.5%1,8450.4%Business ServicesSHELShell$620,535$38,765 ▲6.7%8,4680.4%EnergyFTDRFrontdoor$612,761$157,253 ▲34.5%15,9490.4%ConstructionVESTIS CORPORATION$604,989$8,554 ▲1.4%61,1100.4%COM SHSMAMastercard$570,5930.0%1,0410.4%Business ServicesFIGSFIGS$523,944$8,781 ▲1.7%114,1490.3%Retail/WholesaleGENCGencor Industries$514,502$14,799 ▲3.0%42,3110.3%IndustrialsAVGOBroadcom$503,964$16,910 ▲3.5%3,0100.3%Computer and TechnologyWTRGEssential Utilities$485,722$84,518 ▲21.1%12,2870.3%UtilitiesCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$479,307$8,666 ▲1.8%9,2370.3%ETFBINCiShares Flexible Income Active ETF$468,277$3,195 ▼-0.7%8,9400.3%ETFJBBBJanus Henderson B-BBB CLO ETF$413,208$29,689 ▲7.7%8,4900.3%ETFHUMHumana$402,721$402,721 ▲New Holding1,5220.3%MedicalRVTYRevvity$377,071$377,071 ▲New Holding3,5640.2%MedicalIAUiShares Gold Trust$345,270$27,652 ▼-7.4%5,8560.2%FinanceIVWiShares S&P 500 Growth ETF$318,2210.0%3,4280.2%ETFFMCFMC$314,147$314,147 ▲New Holding7,4460.2%Consumer StaplesVUGVanguard Growth ETF$312,2300.0%8420.2%ETFPGProcter & Gamble$304,029$76,689 ▼-20.1%1,7840.2%Consumer StaplesVTVVanguard Value ETF$273,4470.0%1,5830.2%ETFKOCoca-Cola$254,394$43,187 ▼-14.5%3,5520.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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