Filed: 7/29/2026ACC: 0002011668-26-000003
📋 What this filing means
PULLEN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $216.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
98
Positions
$216.02M
Total AUM (reported)
4.42M
Total Shares
Allocation by class
COM$139.45M64.6%
S&P 500 ETF SHS$13.01M6.0%
CL A$12.70M5.9%
TOTAL STK MKT$10.87M5.0%
US BRD MKT ETF$5.06M2.3%
COM SHS$4.81M2.2%
TR UNIT$4.59M2.1%
Portfolio Concentration
Top 3$29.05M13.4%
4–10$31.06M14.4%
11–25$52.53M24.3%
Rest$103.39M47.9%
Top 3 weight
13.4%
Top 10 weight
27.8%
Voting Authority Distribution
Total shares with voting rights: 4.42M
Sole
Full voting authority
4.26M
shares
% of voting shares96.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
157.69K
shares
% of voting shares3.6%
Investment Discretion (by position count)
Sole98
Shared0
Other0
Dominant voting typeSole · 96.4% of voting shares
Institutional Holdings98
Rows:
VANGUARD INDEX FDS
SOLEShares18.94K
TypeSH
Market value$13.01M
6.02%
Sole
14.95K
Shared
0.00
None
3.99K
VANGUARD INDEX FDS
SOLEShares29.39K
TypeSH
Market value$10.87M
5.03%
Sole
26.23K
Shared
0.00
None
3.16K
MADISON SQUARE GRDN SPRT COR
SOLEShares12.85K
TypeSH
Market value$5.16M
2.39%
Sole
12.83K
Shared
0.00
None
23.00
SCHWAB STRATEGIC TR
SOLEShares174.83K
TypeSH
Market value$5.06M
2.34%
Sole
61.20K
Shared
0.00
None
113.63K
KIRBY CORP
SOLEShares35.45K
TypeSH
Market value$4.82M
2.23%
Sole
35.37K
Shared
0.00
None
79.00
STATE STR SPDR S&P 500 ETF T
SOLEShares6.14K
TypeSH
Market value$4.59M
2.12%
Sole
4.06K
Shared
0.00
None
2.09K
FIRSTCASH HOLDINGS INC
SOLEShares20.51K
TypeSH
Market value$4.44M
2.05%
Sole
20.47K
Shared
0.00
None
39.00
ARCBEST CORP
SOLEShares28.87K
TypeSH
Market value$4.14M
1.92%
Sole
28.81K
Shared
0.00
None
55.00
DRIVEN BRANDS HLDGS INC
SOLEShares289.67K
TypeSH
Market value$4.04M
1.87%
Sole
289.11K
Shared
0.00
None
554.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.93K
TypeSH
Market value$3.97M
1.84%
Sole
7.49K
Shared
0.00
None
445.00
LOUISIANA PAC CORP
SOLEShares49.42K
TypeSH
Market value$3.89M
1.80%
Sole
49.34K
Shared
0.00
None
89.00
FEDERAL AGRIC MTG CORP
SOLEShares18.99K
TypeSH
Market value$3.78M
1.75%
Sole
18.96K
Shared
0.00
None
29.00
CHEVRON CORPORATION
SOLEShares22.79K
TypeSH
Market value$3.78M
1.75%
Sole
22.73K
Shared
0.00
None
64.00
FRONTDOOR INC
SOLEShares47.80K
TypeSH
Market value$3.71M
1.72%
Sole
47.70K
Shared
0.00
None
91.00
INGRAM MICRO HLDG CORP
SOLEShares133.30K
TypeSH
Market value$3.66M
1.69%
Sole
133.05K
Shared
0.00
None
253.00
NEWMONT CORP
SOLEShares39.09K
TypeSH
Market value$3.65M
1.69%
Sole
38.43K
Shared
0.00
None
665.00
AZZ INC
SOLEShares23.26K
TypeSH
Market value$3.61M
1.67%
Sole
23.22K
Shared
0.00
None
44.00
OLLIES BARGAIN OUTLET HLDGS
SOLEShares46.40K
TypeSH
Market value$3.57M
1.65%
Sole
46.31K
Shared
0.00
None
88.00
TETRA TECHNOLOGIES INC DEL
SOLEShares314.34K
TypeSH
Market value$3.56M
1.65%
Sole
313.74K
Shared
0.00
None
592.00
SENECA FOODS CORP NEW
SOLEShares20.11K
TypeSH
Market value$3.50M
1.62%
Sole
20.07K
Shared
0.00
None
38.00
MICROSOFT CORP
SOLEShares8.95K
TypeSH
Market value$3.34M
1.55%
Sole
6.53K
Shared
0.00
None
2.42K
ACADEMY SPORTS & OUTDOORS IN
SOLEShares68.05K
TypeSH
Market value$3.21M
1.48%
Sole
67.92K
Shared
0.00
None
131.00
HANOVER INS GROUP INC
SOLEShares14.57K
TypeSH
Market value$3.12M
1.44%
Sole
14.54K
Shared
0.00
None
28.00
BARRETT BUSINESS SVCS INC
SOLEShares87.37K
TypeSH
Market value$3.10M
1.44%
Sole
87.20K
Shared
0.00
None
167.00
BARRICK MNG CORP
SOLEShares83.25K
TypeSH
Market value$3.06M
1.42%
Sole
83.09K
Shared
0.00
None
162.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.94K | SH | $13.01M 6.02% | 14.95K | 0.00 | 3.99K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 29.39K | SH | $10.87M 5.03% | 26.23K | 0.00 | 3.16K |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 12.85K | SH | $5.16M 2.39% | 12.83K | 0.00 | 23.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 174.83K | SH | $5.06M 2.34% | 61.20K | 0.00 | 113.63K |
KIRBY CORPSOLE | COM | 35.45K | SH | $4.82M 2.23% | 35.37K | 0.00 | 79.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.14K | SH | $4.59M 2.12% | 4.06K | 0.00 | 2.09K |
FIRSTCASH HOLDINGS INCSOLE | COM | 20.51K | SH | $4.44M 2.05% | 20.47K | 0.00 | 39.00 |
ARCBEST CORPSOLE | COM | 28.87K | SH | $4.14M 1.92% | 28.81K | 0.00 | 55.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 289.67K | SH | $4.04M 1.87% | 289.11K | 0.00 | 554.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.93K | SH | $3.97M 1.84% | 7.49K | 0.00 | 445.00 |
LOUISIANA PAC CORPSOLE | COM | 49.42K | SH | $3.89M 1.80% | 49.34K | 0.00 | 89.00 |
FEDERAL AGRIC MTG CORPSOLE | CL C | 18.99K | SH | $3.78M 1.75% | 18.96K | 0.00 | 29.00 |
CHEVRON CORPORATIONSOLE | COM | 22.79K | SH | $3.78M 1.75% | 22.73K | 0.00 | 64.00 |
FRONTDOOR INCSOLE | COM | 47.80K | SH | $3.71M 1.72% | 47.70K | 0.00 | 91.00 |
INGRAM MICRO HLDG CORPSOLE | COM | 133.30K | SH | $3.66M 1.69% | 133.05K | 0.00 | 253.00 |
NEWMONT CORPSOLE | COM | 39.09K | SH | $3.65M 1.69% | 38.43K | 0.00 | 665.00 |
AZZ INCSOLE | COM | 23.26K | SH | $3.61M 1.67% | 23.22K | 0.00 | 44.00 |
OLLIES BARGAIN OUTLET HLDGSSOLE | COM | 46.40K | SH | $3.57M 1.65% | 46.31K | 0.00 | 88.00 |
TETRA TECHNOLOGIES INC DELSOLE | COM | 314.34K | SH | $3.56M 1.65% | 313.74K | 0.00 | 592.00 |
SENECA FOODS CORP NEWSOLE | CL A | 20.11K | SH | $3.50M 1.62% | 20.07K | 0.00 | 38.00 |
MICROSOFT CORPSOLE | COM | 8.95K | SH | $3.34M 1.55% | 6.53K | 0.00 | 2.42K |
ACADEMY SPORTS & OUTDOORS INSOLE | COM | 68.05K | SH | $3.21M 1.48% | 67.92K | 0.00 | 131.00 |
HANOVER INS GROUP INCSOLE | COM | 14.57K | SH | $3.12M 1.44% | 14.54K | 0.00 | 28.00 |
BARRETT BUSINESS SVCS INCSOLE | COM | 87.37K | SH | $3.10M 1.44% | 87.20K | 0.00 | 167.00 |
BARRICK MNG CORPSOLE | COM SHS | 83.25K | SH | $3.06M 1.42% | 83.09K | 0.00 | 162.00 |
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