Pullen Investment Management, LLC holds a diversified book of 98 reported positions worth $216.0M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2024 would be +46% (+22.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 9.2 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 each quarter's actual reporting lag, ~29 days for the latest filing, with 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.
83% mapped to company sectors
+4 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Pullen Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 39 / 80 | $270.1B |
| Emerald Advisors, LLC | 16 / 80 | $611.7M |
| Armstrong Henry H Associates Inc | 12 / 80 | $715.1M |
| Stuart Investment Advisors, Inc. | 8 / 80 | $162.8M |
| Hikari Tsushin, Inc. | 11 / 80 | $948.5M |
| Unconventional Investor, LLC | 11 / 80 | $151.4M |
| Trust Asset Management LLC | 18 / 80 | $995.1M |
| HT Partners LLC | 11 / 80 | $209.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Pullen Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 98 | $216.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 98 | $199.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 20d | 97 | $189.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 27d | 99 | $184.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 100 | $166.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 104 | $158.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 24, 2025 | 55d | 103 | $153.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 24d | 100 | $136.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.