Filed: 7/31/2025ACC: 0002011668-25-000003
📋 What this filing means
PULLEN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $166.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$166.02M
Total AUM (reported)
3.82M
Total Shares
Allocation by class
COM$102.69M61.9%
S&P 500 ETF SHS$10.60M6.4%
CL A$9.01M5.4%
TOTAL STK MKT$8.19M4.9%
US BRD MKT ETF$4.80M2.9%
CL B NEW$4.05M2.4%
COM SHS$3.82M2.3%
Portfolio Concentration
Top 3$23.59M14.2%
4–10$26.79M16.1%
11–25$34.18M20.6%
Rest$81.45M49.1%
Top 3 weight
14.2%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
3.66M
shares
% of voting shares95.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
166.87K
shares
% of voting shares4.4%
Investment Discretion (by position count)
Sole100
Shared0
Other0
Dominant voting typeSole · 95.6% of voting shares
Institutional Holdings100
Rows:
VANGUARD INDEX FDS
SOLEShares18.66K
TypeSH
Market value$10.60M
6.39%
Sole
14.64K
Shared
0.00
None
4.03K
VANGUARD INDEX FDS
SOLEShares26.95K
TypeSH
Market value$8.19M
4.93%
Sole
23.72K
Shared
0.00
None
3.23K
SCHWAB STRATEGIC TR
SOLEShares201.52K
TypeSH
Market value$4.80M
2.89%
Sole
87.71K
Shared
0.00
None
113.81K
MICROSOFT CORP
SOLEShares9.03K
TypeSH
Market value$4.49M
2.70%
Sole
6.62K
Shared
0.00
None
2.41K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.34K
TypeSH
Market value$4.05M
2.44%
Sole
7.87K
Shared
0.00
None
465.00
HUNTINGTON INGALLS INDS INC
SOLEShares15.88K
TypeSH
Market value$3.83M
2.31%
Sole
15.86K
Shared
0.00
None
21.00
SPDR S&P 500 ETF TR
SOLEShares6.17K
TypeSH
Market value$3.81M
2.29%
Sole
4.08K
Shared
0.00
None
2.09K
LINCOLN EDL SVCS CORP
SOLEShares158.53K
TypeSH
Market value$3.65M
2.20%
Sole
158.53K
Shared
0.00
None
0.00
KIRBY CORP
SOLEShares31.56K
TypeSH
Market value$3.58M
2.16%
Sole
31.50K
Shared
0.00
None
63.00
GRAPHIC PACKAGING HLDG CO
SOLEShares160K
TypeSH
Market value$3.37M
2.03%
Sole
159.71K
Shared
0.00
None
294.00
FEDERAL AGRIC MTG CORP
SOLEShares15.96K
TypeSH
Market value$3.10M
1.87%
Sole
15.96K
Shared
0.00
None
0.00
SENECA FOODS CORP NEW
SOLEShares28.81K
TypeSH
Market value$2.92M
1.76%
Sole
28.81K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares29.22K
TypeSH
Market value$2.68M
1.62%
Sole
26.14K
Shared
0.00
None
3.08K
FIRSTCASH HOLDINGS INC
SOLEShares17.30K
TypeSH
Market value$2.34M
1.41%
Sole
17.30K
Shared
0.00
None
0.00
CRAWFORD & CO
SOLEShares215.08K
TypeSH
Market value$2.28M
1.37%
Sole
215.08K
Shared
0.00
None
0.00
MADISON SQUARE GRDN SPRT COR
SOLEShares10.84K
TypeSH
Market value$2.26M
1.36%
Sole
10.84K
Shared
0.00
None
0.00
ALLSTATE CORP
SOLEShares10.79K
TypeSH
Market value$2.17M
1.31%
Sole
10.74K
Shared
0.00
None
48.00
CHEVRON CORP NEW
SOLEShares14.82K
TypeSH
Market value$2.12M
1.28%
Sole
14.74K
Shared
0.00
None
82.00
SOUNDTHINKING INC
SOLEShares160.65K
TypeSH
Market value$2.10M
1.26%
Sole
160.65K
Shared
0.00
None
0.00
HANOVER INS GROUP INC
SOLEShares12.32K
TypeSH
Market value$2.09M
1.26%
Sole
12.32K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares6.82K
TypeSH
Market value$2.08M
1.25%
Sole
5.45K
Shared
0.00
None
1.37K
OLLIES BARGAIN OUTLET HLDGS
SOLEShares15.42K
TypeSH
Market value$2.03M
1.22%
Sole
15.42K
Shared
0.00
None
0.00
MRC GLOBAL INC
SOLEShares148.10K
TypeSH
Market value$2.03M
1.22%
Sole
148.10K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC DEL
SOLEShares597.23K
TypeSH
Market value$2.01M
1.21%
Sole
597.23K
Shared
0.00
None
0.00
SELECTIVE INS GROUP INC
SOLEShares22.75K
TypeSH
Market value$1.97M
1.19%
Sole
22.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.66K | SH | $10.60M 6.39% | 14.64K | 0.00 | 4.03K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 26.95K | SH | $8.19M 4.93% | 23.72K | 0.00 | 3.23K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 201.52K | SH | $4.80M 2.89% | 87.71K | 0.00 | 113.81K |
MICROSOFT CORPSOLE | COM | 9.03K | SH | $4.49M 2.70% | 6.62K | 0.00 | 2.41K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.34K | SH | $4.05M 2.44% | 7.87K | 0.00 | 465.00 |
HUNTINGTON INGALLS INDS INCSOLE | COM | 15.88K | SH | $3.83M 2.31% | 15.86K | 0.00 | 21.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.17K | SH | $3.81M 2.29% | 4.08K | 0.00 | 2.09K |
LINCOLN EDL SVCS CORPSOLE | COM | 158.53K | SH | $3.65M 2.20% | 158.53K | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 31.56K | SH | $3.58M 2.16% | 31.50K | 0.00 | 63.00 |
GRAPHIC PACKAGING HLDG COSOLE | COM | 160K | SH | $3.37M 2.03% | 159.71K | 0.00 | 294.00 |
FEDERAL AGRIC MTG CORPSOLE | CL C | 15.96K | SH | $3.10M 1.87% | 15.96K | 0.00 | 0.00 |
SENECA FOODS CORP NEWSOLE | CL A | 28.81K | SH | $2.92M 1.76% | 28.81K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 29.22K | SH | $2.68M 1.62% | 26.14K | 0.00 | 3.08K |
FIRSTCASH HOLDINGS INCSOLE | COM | 17.30K | SH | $2.34M 1.41% | 17.30K | 0.00 | 0.00 |
CRAWFORD & COSOLE | CL A | 215.08K | SH | $2.28M 1.37% | 215.08K | 0.00 | 0.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 10.84K | SH | $2.26M 1.36% | 10.84K | 0.00 | 0.00 |
ALLSTATE CORPSOLE | COM | 10.79K | SH | $2.17M 1.31% | 10.74K | 0.00 | 48.00 |
CHEVRON CORP NEWSOLE | COM | 14.82K | SH | $2.12M 1.28% | 14.74K | 0.00 | 82.00 |
SOUNDTHINKING INCSOLE | COM | 160.65K | SH | $2.10M 1.26% | 160.65K | 0.00 | 0.00 |
HANOVER INS GROUP INCSOLE | COM | 12.32K | SH | $2.09M 1.26% | 12.32K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 6.82K | SH | $2.08M 1.25% | 5.45K | 0.00 | 1.37K |
OLLIES BARGAIN OUTLET HLDGSSOLE | COM | 15.42K | SH | $2.03M 1.22% | 15.42K | 0.00 | 0.00 |
MRC GLOBAL INCSOLE | COM | 148.10K | SH | $2.03M 1.22% | 148.10K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DELSOLE | COM | 597.23K | SH | $2.01M 1.21% | 597.23K | 0.00 | 0.00 |
SELECTIVE INS GROUP INCSOLE | COM | 22.75K | SH | $1.97M 1.19% | 22.75K | 0.00 | 0.00 |
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