PULLEN INVESTMENT MANAGEMENT, LLC

Filed: 4/16/2025ACC: 0002011668-25-000002

📋 What this filing means

PULLEN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $158.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

104

Positions

$158.35M

Total AUM (reported)

3.76M

Total Shares

Allocation by class

COM$95.42M60.3%

CL A$10.17M6.4%

S&P 500 ETF SHS$9.73M6.1%

TOTAL STK MKT$6.91M4.4%

US BRD MKT ETF$4.95M3.1%

CL B NEW$4.50M2.8%

COM CL A$3.72M2.4%

Portfolio Concentration

Top 3$21.59M13.6%

4–10$24.11M15.2%

11–25$34.33M21.7%

Rest$78.32M49.5%

Top 3 weight

13.6%

Top 10 weight

28.9%

Voting Authority Distribution

Total shares with voting rights: 3.76M

Sole

Full voting authority

3.55M

% of voting shares94.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

210.90K

% of voting shares5.6%

Investment Discretion (by position count)

Sole104

Shared0

Other0

Dominant voting typeSole · 94.4% of voting shares

Institutional Holdings104

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares18.93K

TypeSH

Market value$9.73M

6.14%

Sole

13.16K

Shared

0.00

None

5.77K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares25.15K

TypeSH

Market value$6.91M

4.37%

Sole

21.04K

Shared

0.00

None

4.12K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares229.95K

TypeSH

Market value$4.95M

3.13%

Sole

87.02K

Shared

0.00

None

142.93K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares8.46K

TypeSH

Market value$4.50M

2.84%

Sole

7.82K

Shared

0.00

None

636.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares6.17K

TypeSH

Market value$3.45M

2.18%

Sole

4.08K

Shared

0.00

None

2.09K

MICROSOFT CORP

SOLE

COM

Shares9.01K

TypeSH

Market value$3.38M

2.14%

Sole

6.11K

Shared

0.00

None

2.90K

LINCOLN EDL SVCS CORP

SOLE

COM

Shares212.72K

TypeSH

Market value$3.38M

2.13%

Sole

212.72K

Shared

0.00

None

0.00

HUNTINGTON INGALLS INDS INC

SOLE

COM

Shares15.83K

TypeSH

Market value$3.23M

2.04%

Sole

15.81K

Shared

0.00

None

21.00

KIRBY CORP

SOLE

COM

Shares31.38K

TypeSH

Market value$3.17M

2.00%

Sole

31.32K

Shared

0.00

None

63.00

FEDERAL AGRIC MTG CORP

SOLE

CL C

Shares16.01K

TypeSH

Market value$3.00M

1.90%

Sole

16.01K

Shared

0.00

None

0.00

GRAPHIC PACKAGING HLDG CO

SOLE

COM

Shares109.37K

TypeSH

Market value$2.84M

1.79%

Sole

109.19K

Shared

0.00

None

187.00

SOUTHERN CO

SOLE

COM

Shares29.63K

TypeSH

Market value$2.72M

1.72%

Sole

25.73K

Shared

0.00

None

3.90K

SOUNDTHINKING INC

SOLE

COM

Shares159.14K

TypeSH

Market value$2.70M

1.70%

Sole

159.14K

Shared

0.00

None

0.00

CHEVRON CORP NEW

SOLE

COM

Shares15.87K

TypeSH

Market value$2.65M

1.68%

Sole

15.78K

Shared

0.00

None

82.00

SENECA FOODS CORP NEW

SOLE

CL A

Shares28.56K

TypeSH

Market value$2.54M

1.61%

Sole

28.56K

Shared

0.00

None

0.00

COCA COLA CONS INC

SOLE

COM

Shares1.70K

TypeSH

Market value$2.29M

1.45%

Sole

1.70K

Shared

0.00

None

0.00

ALLSTATE CORP

SOLE

COM

Shares10.85K

TypeSH

Market value$2.25M

1.42%

Sole

10.80K

Shared

0.00

None

48.00

HANOVER INS GROUP INC

SOLE

COM

Shares12.22K

TypeSH

Market value$2.13M

1.34%

Sole

12.22K

Shared

0.00

None

0.00

MADISON SQUARE GRDN SPRT COR

SOLE

CL A

Shares10.74K

TypeSH

Market value$2.09M

1.32%

Sole

10.74K

Shared

0.00

None

0.00

HESS CORP

SOLE

COM

Shares13.01K

TypeSH

Market value$2.08M

1.31%

Sole

12.96K

Shared

0.00

None

49.00

SELECTIVE INS GROUP INC

SOLE

COM

Shares22.55K

TypeSH

Market value$2.06M

1.30%

Sole

22.55K

Shared

0.00

None

0.00

FIRSTCASH HOLDINGS INC

SOLE

COM

Shares17.15K

TypeSH

Market value$2.06M

1.30%

Sole

17.15K

Shared

0.00

None

0.00

KENVUE INC

SOLE

COM

Shares85.89K

TypeSH

Market value$2.06M

1.30%

Sole

85.50K

Shared

0.00

None

390.00

CRAWFORD & CO

SOLE

CL A

Shares168.88K

TypeSH

Market value$1.93M

1.22%

Sole

168.88K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares6.67K

TypeSH

Market value$1.92M

1.21%

Sole

4.79K

Shared

0.00

None

1.88K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	18.93K	SH	$9.73M 6.14%	13.16K	5.77K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	25.15K	SH	$6.91M 4.37%	21.04K	4.12K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	229.95K	SH	$4.95M 3.13%	87.02K	142.93K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	8.46K	SH	$4.50M 2.84%	7.82K	636.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	6.17K	SH	$3.45M 2.18%	4.08K	2.09K
MICROSOFT CORPSOLE	COM	9.01K	SH	$3.38M 2.14%	6.11K	2.90K
LINCOLN EDL SVCS CORPSOLE	COM	212.72K	SH	$3.38M 2.13%	212.72K	0.00
HUNTINGTON INGALLS INDS INCSOLE	COM	15.83K	SH	$3.23M 2.04%	15.81K	21.00
KIRBY CORPSOLE	COM	31.38K	SH	$3.17M 2.00%	31.32K	63.00
FEDERAL AGRIC MTG CORPSOLE	CL C	16.01K	SH	$3.00M 1.90%	16.01K	0.00
GRAPHIC PACKAGING HLDG COSOLE	COM	109.37K	SH	$2.84M 1.79%	109.19K	187.00
SOUTHERN COSOLE	COM	29.63K	SH	$2.72M 1.72%	25.73K	3.90K
SOUNDTHINKING INCSOLE	COM	159.14K	SH	$2.70M 1.70%	159.14K	0.00
CHEVRON CORP NEWSOLE	COM	15.87K	SH	$2.65M 1.68%	15.78K	82.00
SENECA FOODS CORP NEWSOLE	CL A	28.56K	SH	$2.54M 1.61%	28.56K	0.00
COCA COLA CONS INCSOLE	COM	1.70K	SH	$2.29M 1.45%	1.70K	0.00
ALLSTATE CORPSOLE	COM	10.85K	SH	$2.25M 1.42%	10.80K	48.00
HANOVER INS GROUP INCSOLE	COM	12.22K	SH	$2.13M 1.34%	12.22K	0.00
MADISON SQUARE GRDN SPRT CORSOLE	CL A	10.74K	SH	$2.09M 1.32%	10.74K	0.00
HESS CORPSOLE	COM	13.01K	SH	$2.08M 1.31%	12.96K	49.00
SELECTIVE INS GROUP INCSOLE	COM	22.55K	SH	$2.06M 1.30%	22.55K	0.00
FIRSTCASH HOLDINGS INCSOLE	COM	17.15K	SH	$2.06M 1.30%	17.15K	0.00
KENVUE INCSOLE	COM	85.89K	SH	$2.06M 1.30%	85.50K	390.00
CRAWFORD & COSOLE	CL A	168.88K	SH	$1.93M 1.22%	168.88K	0.00
SPDR GOLD TRSOLE	GOLD SHS	6.67K	SH	$1.92M 1.21%	4.79K	1.88K

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