Pullen Investment Management, LLC Top Holdings and 13F Report (2026) About Pullen Investment Management, LLCInvestment ActivityPullen Investment Management, LLC has $199.18 million in total holdings as of March 31, 2026.Pullen Investment Management, LLC owns shares of 98 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 9.97% of the portfolio was purchased this quarter.About 9.92% of the portfolio was sold this quarter.This quarter, Pullen Investment Management, LLC has purchased 97 new stocks and bought additional shares in 51 stocks.Pullen Investment Management, LLC sold shares of 31 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $11,245,069Vanguard Total Stock Market ETF $9,359,501Lincoln Educational Services $7,643,975Chevron $5,287,330Kirby $4,712,058 Largest New Holdings this Quarter 546347105 - Louisiana-Pacific $2,896,323 Holding03937C105 - ArcBest $2,826,375 Holding679580100 - Old Dominion Freight Line $1,878,771 Holding929566107 - Wabash National $1,845,783 Holding011311107 - Alamo Group $1,473,347 Holding Largest Purchases this Quarter Louisiana-Pacific 39,812 shares (about $2.90M)ArcBest 28,735 shares (about $2.83M)Old Dominion Freight Line 9,615 shares (about $1.88M)Wabash National 214,128 shares (about $1.85M)Alamo Group 8,931 shares (about $1.47M) Largest Sales this Quarter Seneca Foods 13,651 shares (about $2.06M)Spectrum Brands 18,358 shares (about $1.35M)Janus Henderson AAA CLO ETF 19,556 shares (about $985.04K)Chevron 1,684 shares (about $348.42K)Berkshire Hathaway 302 shares (about $144.72K) 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$11,245,069$1,195 ▼0.0%18,8195.6%ETFVTIVanguard Total Stock Market ETF$9,359,501$15,078 ▲0.2%29,1754.7%ETFLINCLincoln Educational Services$7,643,975$79,041 ▲1.0%187,9053.8%Consumer DiscretionaryCVXChevron$5,287,330$348,420 ▼-6.2%25,5552.7%EnergyKEXKirby$4,712,058$8,770 ▲0.2%35,4612.4%TransportationSCHBSchwab US Broad Market ETF$4,398,5990.0%175,2432.2%ETFNEMNewmont$4,313,105$108,466 ▲2.6%39,8442.2%Basic MaterialsMSGSMadison Square Garden$4,123,562$47,889 ▲1.2%12,8302.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$4,009,3460.0%6,1652.0%FinanceFCFSFirstCash$3,852,496$43,052 ▲1.1%20,4921.9%Business ServicesBRK.BBerkshire Hathaway$3,842,226$144,718 ▼-3.6%8,0181.9%FinanceUNFUniFirst$3,526,537$43,273 ▲1.2%14,0171.8%IndustrialsBARRICK MNG CORP$3,466,946$3,426 ▲0.1%84,9951.7%COM SHSMSFTMicrosoft$3,326,634$52,193 ▼-1.5%8,9871.7%Computer and TechnologyGLDSPDR Gold Shares$3,071,410$8,176 ▲0.3%7,1381.5%FinanceSENEASeneca Foods$3,028,898$2,062,939 ▼-40.5%20,0431.5%Consumer StaplesAZZAZZ$2,913,527$49,677 ▲1.7%23,2841.5%IndustrialsLPXLouisiana-Pacific$2,896,323$2,896,323 ▲New Holding39,8121.5%ConstructionARCBArcBest$2,826,375$2,826,375 ▲New Holding28,7351.4%TransportationSOSouthern$2,823,113$4,729 ▼-0.2%29,2491.4%UtilitiesAGMFederal Agricultural Mortgage$2,751,744$108,741 ▲4.1%18,5491.4%FinanceVIRTU FINL INC$2,728,607$27,268 ▲1.0%62,0421.4%CL ADNOWDNOW$2,725,389$768,147 ▲39.2%228,8321.4%IndustrialsMSAMSA Safety Incorporporated$2,689,436$61,973 ▲2.4%16,4041.4%IndustrialsTTITetra Technologies$2,673,516$24,725 ▲0.9%313,7931.3%EnergyCNXCNX Resources$2,657,174$32,575 ▲1.2%68,9281.3%EnergyFCNFTI Consulting$2,551,321$845,314 ▲49.5%14,4331.3%Business ServicesINGRAM MICRO HLDG CORP$2,543,611$31,189 ▲1.2%109,1211.3%COMCRD.ACrawford & Company$2,536,847$30,219 ▲1.2%254,4481.3%Business ServicesTHGThe Hanover Insurance Group$2,531,777$30,510 ▲1.2%14,6051.3%FinanceDRVNDriven Brands$2,461,964$1,441,891 ▲141.4%195,2391.2%Retail/WholesaleMPCMarathon Petroleum$2,394,917$63,731 ▼-2.6%9,8081.2%EnergyALLAllstate$2,196,353$24,259 ▼-1.1%10,5931.1%FinanceNPKNational Presto Industries$2,087,424$27,823 ▲1.4%15,2301.0%Multi-Sector ConglomeratesSCLStepan$2,013,444$242,753 ▲13.7%40,2851.0%Basic MaterialsPNCThe PNC Financial Services Group$2,012,646$14,150 ▼-0.7%9,6721.0%FinanceXOMExxonMobil$1,948,686$41,566 ▼-2.1%11,4861.0%EnergyCMECME Group$1,925,977$25,105 ▼-1.3%6,5211.0%FinanceCSCOCisco Systems$1,890,015$11,406 ▼-0.6%24,3590.9%Computer and TechnologyODFLOld Dominion Freight Line$1,878,771$1,878,771 ▲New Holding9,6150.9%TransportationUTIUniversal Technical Institute$1,865,901$22,924 ▲1.2%51,6870.9%Consumer DiscretionaryPLPCPreformed Line Products$1,865,738$24,909 ▲1.4%6,8910.9%Computer and TechnologyWNCWabash National$1,845,783$1,845,783 ▲New Holding214,1280.9%Auto/Tires/TrucksGPKGraphic Packaging$1,737,005$494,972 ▲39.9%174,7490.9%IndustrialsHONHoneywell International$1,715,116$21,021 ▲1.2%7,5880.9%Multi-Sector ConglomeratesLMTLockheed Martin$1,695,314$35,659 ▼-2.1%2,8050.9%AerospaceCOSTCostco Wholesale$1,678,423$133,556 ▼-7.4%1,6840.8%Retail/WholesaleLABCORP HOLDINGS INC$1,672,098$30,150 ▼-1.8%6,2670.8%COM SHSSPBSpectrum Brands$1,666,357$1,352,985 ▼-44.8%22,6100.8%Consumer DiscretionaryJNJJohnson & Johnson$1,660,567$5,134 ▲0.3%6,7930.8%MedicalLKQLKQ$1,626,276$80,768 ▲5.2%55,3720.8%Auto/Tires/TrucksTURTLE BEACH CORP$1,610,901$157,464 ▲10.8%158,8660.8%COM NEWDUKDuke Energy$1,588,433$19,903 ▼-1.2%12,1310.8%UtilitiesMNROMonro Muffler Brake$1,567,477$97,539 ▲6.6%97,7230.8%Consumer DiscretionaryRTORentokil Initial$1,527,661$3,652 ▼-0.2%48,5280.8%Business ServicesJAAAJanus Henderson AAA CLO ETF$1,498,961$985,036 ▼-39.7%29,7590.8%ETFALGAlamo Group$1,473,347$1,473,347 ▲New Holding8,9310.7%IndustrialsUNILEVER PLC$1,418,496$7,919 ▼-0.6%24,8990.7%SPON ADR NEWWRBW.R. Berkley$1,418,392$29,296 ▼-2.0%21,4000.7%FinanceHDHome Depot$1,393,507$1,393,507 ▲New Holding4,2370.7%Retail/WholesaleOLLIOllie's Bargain Outlet$1,328,505$23,102 ▲1.8%14,4340.7%Consumer StaplesMRKMerck & Co., Inc.$1,305,748$20,930 ▼-1.6%10,8550.7%MedicalIBKRInteractive Brokers Group$1,282,580$19,383 ▼-1.5%19,1230.6%FinanceWMBWilliams Companies$1,260,550$5,313 ▼-0.4%17,3200.6%EnergySSTISoundThinking$1,238,801$153,326 ▲14.1%187,1300.6%IndustrialsCCICrown Castle$1,219,389$76,349 ▲6.7%14,9970.6%FinanceWMGWarner Music Group$1,197,468$406,673 ▲51.4%46,8860.6%Consumer DiscretionaryTITNTitan Machinery$1,174,480$80,122 ▲7.3%70,2440.6%Retail/WholesalePSNParsons$1,137,245$56,662 ▲5.2%20,9940.6%Business ServicesBROBrown & Brown$1,122,525$1,122,525 ▲New Holding17,2140.6%FinanceNSCNorfolk Southern$1,114,995$21,238 ▼-1.9%3,8850.6%TransportationCCKCrown$1,106,760$16,842 ▼-1.5%11,0400.6%IndustrialsVZVerizon Communications$1,092,854$44,276 ▲4.2%21,7700.5%Computer and TechnologySYYSysco$1,018,307$10,557 ▼-1.0%14,2760.5%Consumer StaplesAVDAmerican Vanguard$931,340$105,730 ▲12.8%374,0320.5%Basic MaterialsAVGOBroadcom$915,221$3,714 ▲0.4%2,9570.5%Computer and TechnologyJPMJPMorgan Chase & Co.$912,778$2,647 ▼-0.3%3,1030.5%FinanceSHELShell$766,971$2,790 ▲0.4%8,2470.4%EnergyBRK.ABerkshire Hathaway$718,1400.0%10.4%FinanceWALMART INC$676,458$621 ▲0.1%5,4430.3%COMAMZNAmazon.com$626,684$1,041 ▲0.2%3,0090.3%Retail/WholesaleIAUiShares Gold Trust$619,765$3,350 ▲0.5%7,0300.3%FinanceVVisa$568,211$2,720 ▲0.5%1,8800.3%Business ServicesCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$541,580$14,083 ▲2.7%9,1140.3%ETFWTRGEssential Utilities$498,600$24,968 ▲5.3%12,3810.3%UtilitiesMAMastercard$472,1790.0%9450.2%Business ServicesJBBBJanus Henderson B-BBB CLO ETF$404,485$513 ▲0.1%8,6790.2%ETFBINCiShares Flexible Income Active ETF$402,873$2,389 ▲0.6%7,7580.2%ETFIVWiShares S&P 500 Growth ETF$387,7410.0%3,4280.2%ETFVUGVanguard Growth ETF$367,7770.0%8420.2%ETFCDWCDW$366,812$84,472 ▲29.9%3,0310.2%Computer and TechnologyPAASPan American Silver$353,565$5,627 ▼-1.6%6,4720.2%Basic MaterialsHUMHumana$348,341$348,341 ▲New Holding2,0090.2%MedicalVTVVanguard Value ETF$310,5850.0%1,5830.2%ETFEQTEQT$273,907$5,600 ▼-2.0%4,3040.1%EnergyDGDollar General$257,882$2,137 ▼-0.8%2,1720.1%Retail/WholesaleDLNWisdomTree U.S. LargeCap Dividend Fund$243,1560.0%2,7220.1%FinanceKOCocaCola$222,827$1,825 ▲0.8%2,9300.1%Consumer StaplesHIIHuntington Ingalls Industries$0$5,243,199 ▼-100.0%00.0%AerospaceCOKECoca-Cola Consolidated$0$3,059,561 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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