1y return+25.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $143 against $143 in the S&P 500.2
Pullen Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $13.0M | 6.0% | |
| VTIVanguard Index Fds | $10.9M | 5.0% | |
| MSGSMadison Square Grdn Sprt Cor | $5.2M | 2.4% | |
| SCHBSchwab Strategic Tr | $5.1M | 2.3% | |
| KEXKirby Corp | $4.8M | 2.2% | |
| SPYState Str Spdr S&p 500 Etf T | $4.6M | 2.1% | |
| FCFSFirstcash Holdings Inc | $4.4M | 2.1% | |
| ARCBArcbest Corp | $4.1M | 1.9% | |
| DRVNDriven Brands Hldgs Inc | $4.0M | 1.9% | +48.4% |
| BRK/BBerkshire Hathaway Inc Del | $4.0M | 1.8% | −1.1% |
| LPXLouisiana Pac Corp | $3.9M | 1.8% | +24.1% |
| AGMFederal Agric Mtg Corp | $3.8M | 1.8% | +2.4% |
| CVXChevron Corporation | $3.8M | 1.7% | −10.8% |
| FTDRFrontdoor Inc | $3.7M | 1.7% | New |
| INGMIngram Micro Hldg Corp | $3.7M | 1.7% | +22.2% |
| NEMNewmont Corp | $3.7M | 1.7% | −1.9% |
| AZZAzz Inc | $3.6M | 1.7% | |
| OLLIOllies Bargain Outlet Hldgs | $3.6M | 1.7% | +221.4% |
| TTITetra Technologies Inc Del | $3.6M | 1.6% | |
| SENEASeneca Foods Corp New | $3.5M | 1.6% | |
| MSFTMicrosoft Corp | $3.3M | 1.5% | |
| ASOAcademy Sports & Outdoors In | $3.2M | 1.5% | New |
| THGHanover Ins Group Inc | $3.1M | 1.4% | |
| BBSIBarrett Business Svcs Inc | $3.1M | 1.4% | New |
| BBarrick Mng Corp | $3.1M | 1.4% | −2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TTITetra Technologies Inc Del | September 30, 2024 | +265.5% | $3.6M |
| SENEASeneca Foods Corp New | March 31, 2024 | +205.7% | $3.5M |
| NEMNewmont Corp | March 31, 2024 | +160.6% | $3.7M |
| MSGSMadison Square Grdn Sprt Cor | March 31, 2024 | +117.8% | $5.2M |
| AZZAzz Inc | March 31, 2024 | +100.6% | $3.6M |
| CSCOCisco Sys Inc | March 31, 2025 | +90.3% | $2.9M |
| GLDSpdr Gold Tr | March 31, 2024 | +79.1% | $2.6M |
| BBarrick Mng Corp | June 30, 2025 | +76.4% | $3.1M |
| FCFSFirstcash Holdings Inc | March 31, 2024 | +69.6% | $4.4M |
| THGHanover Ins Group Inc | March 31, 2024 | +57.2% | $3.1M |
Sold off last quarter
- UNFUnifirst Corp Mass was $3.5M
- VIRTVirtu Finl Inc was $2.7M
- FCNFti Consulting Inc was $2.6M
- UTIUniversal Technical Inst Inc was $1.9M
- PLPCPreformed Line Prods Co was $1.9M
- Honeywell Intl IncCUSIP 438516106 was $1.7M
- SPBSpectrum Brands Holdings Inc was $1.7M
- WMGWarner Music Group Corp was $1.2M
- PAASPan Amern Silver Corp was $354K
- HUMHumana Inc was $348K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.0% | +14.8% |
| March 31, 2026 | +5.5% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | +2.2% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +7.8% | +5.4% |
| June 30, 2024 | −0.4% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pullen Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011668&type=13F-HR&dateb=&owner=include&count=40CIK 2011668
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011668/000201166826000003/Filed July 29, 2026 · accession 0002011668-26-000003