Pullen Investment Management, LLC holds a diversified book of 98 stocks worth $216.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Frontdoor Inc and trimmed Schwab US Broad Market ETF. Their largest long position is Vanguard S&P 500 ETF at 6% of the equity book. Cloning the disclosed picks since 2024 would be +44% (+23.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011668/holdings"
Use Arkolith to show Pullen Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.1 points over this window.
Growth of $10,000 cloning Pullen Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pullen Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 77 / 80 | $851.0B |
| MORGAN STANLEY | 77 / 80 | $242.7B |
| FMR LLC | 77 / 80 | $222.7B |
| JPMORGAN CHASE & CO | 77 / 80 | $198.5B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $182.8B |
| GOLDMAN SACHS GROUP INC | 77 / 80 | $117.3B |
| Bank of New York Mellon Corp | 77 / 80 | $82.6B |
| ROYAL BANK OF CANADA | 77 / 80 | $72.3B |
Ranked by how many of Pullen Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $13.0M | 18.9K | 6.0% | ▲+0.6% Added · +117 sh | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $10.9M | 29.4K | 5.0% | ▲+0.7% Added · +213 sh | |
| 3 | Madison Square GRDN SPRT Cor CL A | $5.2M | 12.9K | 2.4% | ▲+0.2% Added · +23 sh | |
| 4 | Schwab Strategic TR US BRD MKT ETF | $5.1M | 174.8K | 2.3% | ▼−0.2% Reduced · −415 sh | |
| 5 | Kirby Corp COM | $4.8M | 35.5K | 2.2% | ▼~0% Reduced · −9 sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $4.6M | 6.1K | 2.1% | ▼−0.3% Reduced · −22 sh | |
| 7 | Firstcash Holdings Inc COM | $4.4M | 20.5K | 2.1% | ▲+0.1% Added · +14 sh | |
| 8 | Arcbest Corp COM | $4.1M | 28.9K | 1.9% | ▲+0.5% Added · +133 sh | |
| 9 | Driven Brands Hldgs Inc COM | $4.0M | 289.7K | 1.9% | ▲+48% Added · +94K sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $4.0M | 7.9K | 1.8% | ▼−1.1% Reduced · −85 sh | |
| 11 | Louisiana Pac Corp COM | $3.9M | 49.4K | 1.8% | ▲+24% Added · +10K sh | |
| 12 | Federal Agric MTG Corp CL C | $3.8M | 19.0K | 1.8% | ▲+2.4% Added · +445 sh | |
| 13 | Chevron Corporation COM | $3.8M | 22.8K | 1.7% | ▼−11% Reduced · −3K sh | |
| 14 | Frontdoor Inc COM | $3.7M | 47.8K | 1.7% | ▲New New position | |
| 15 | Ingram Micro Hldg Corp COM | $3.7M | 133.3K | 1.7% | ▲+22% Added · +24K sh | |
| 16 | Newmont Corp COM | $3.7M | 39.1K | 1.7% | ▼−1.9% Reduced · −751 sh | |
| 17 | Azz Inc COM | $3.6M | 23.3K | 1.7% | ▼−0.1% Reduced · −22 sh | |
| 18 | Ollies Bargain Outlet Hldgs COM | $3.6M | 46.4K | 1.7% | ▲+221% Added · +32K sh | |
| 19 | Tetra Technologies Inc Del COM | $3.6M | 314.3K | 1.6% | ▲+0.2% Added · +543 sh | |
| 20 | Seneca Foods Corp New CL A | $3.5M | 20.1K | 1.6% | ▲+0.3% Added · +63 sh | |
| 21 | Microsoft Corp COM | $3.3M | 9.0K | 1.5% | ▼−0.4% Reduced · −36 sh | |
| 22 | Academy Sports & Outdoors In COM | $3.2M | 68.0K | 1.5% | ▲New New position | |
| 23 | Hanover Ins Group Inc COM | $3.1M | 14.6K | 1.4% | ▼−0.2% Reduced · −34 sh | |
| 24 | Barrett Business Svcs Inc COM | $3.1M | 87.4K | 1.4% | ▲New New position | |
| 25 | Barrick MNG Corp COM SHS | $3.1M | 83.2K | 1.4% | ▼−2.0% Reduced · −2K sh | |
| 26 | Dnow Inc COM | $3.0M | 229.4K | 1.4% | ▲+0.3% Added · +596 sh | |
| 27 | Wabash Natl Corp COM | $2.9M | 217.2K | 1.4% | ▲+1.4% Added · +3K sh | |
| 28 | Msa Safety Inc COM | $2.9M | 16.5K | 1.3% | ▲+0.7% Added · +108 sh | |
| 29 | Cisco Sys Inc COM | $2.9M | 24.5K | 1.3% | ▲+0.6% Added · +158 sh | |
| 30 | Crawford & Co CL A | $2.9M | 254.3K | 1.3% | ▼~0% Reduced · −126 sh | |
| 31 | Southern Co COM | $2.8M | 29.6K | 1.3% | ▲+1.1% Added · +308 sh | |
| 32 | SPDR Gold TR GOLD SHS | $2.6M | 7.2K | 1.2% | ▲+0.3% Added · +25 sh | |
| 33 | Allstate Corp COM | $2.5M | 10.6K | 1.2% | ▲+0.1% Added · +13 sh | |
| 34 | Home Depot Inc COM | $2.5M | 7.1K | 1.2% | ▲+68% Added · +3K sh | |
| 35 | Marathon Pete Corp COM | $2.5M | 9.8K | 1.2% | ▼−0.2% Reduced · −23 sh | |
| 36 | Alamo Group Inc COM | $2.5M | 15.1K | 1.1% | ▲+69% Added · +6K sh | |
| 37 | PNC Finl Svcs Group Inc COM | $2.4M | 9.7K | 1.1% | ▲+0.3% Added · +34 sh | |
| 38 | CNX Res Corp COM | $2.3M | 68.9K | 1.1% | ▼~0% Reduced · −6 sh | |
| 39 | Fox Factory Hldg Corp COM | $2.3M | 136.5K | 1.1% | ▲New New position | |
| 40 | Stepan Co COM | $2.3M | 41.0K | 1.1% | ▲+1.8% Added · +710 sh | |
| 41 | Lincoln Edl Svcs Corp COM | $2.2M | 44.8K | 1.0% | ▼−76% Reduced · −143K sh | |
| 42 | Old Dominion Freight Line In COM | $2.1M | 9.7K | 1.0% | ▲+0.9% Added · +83 sh | |
| 43 | Parsons Corp Del COM | $2.0M | 38.4K | 0.9% | ▲+83% Added · +17K sh | |
| 44 | Turtle Beach Corp COM NEW | $2.0M | 160.6K | 0.9% | ▲+1.1% Added · +2K sh | |
| 45 | Graphic Packaging Hldg Co COM | $1.8M | 174.5K | 0.9% | ▼−0.1% Reduced · −279 sh | |
| 46 | Johnson & Johnson COM | $1.8M | 6.9K | 0.8% | ▲+1.8% Added · +120 sh | |
| 47 | Labcorp Holdings Inc COM SHS | $1.8M | 6.3K | 0.8% | ▼−0.1% Reduced · −8 sh | |
| 48 | Soundthinking Inc COM | $1.7M | 193.2K | 0.8% | ▲+3.2% Added · +6K sh | |
| 49 | Monro Inc COM | $1.7M | 100.1K | 0.8% | ▲+2.4% Added · +2K sh | |
| 50 | Interactive Brokers Group In COM CL A | $1.6M | 18.8K | 0.8% | ▼−1.8% Reduced · −335 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 98 | $216.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 98 | $199.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 97 | $189.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 99 | $184.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 100 | $166.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 104 | $158.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 24, 2025 | 103 | $153.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 100 | $136.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.