Filed: 10/23/2026ACC: 0002011668-26-000005
📋 What this filing means
PULLEN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $209.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$209.25M
Total AUM (reported)
4.57M
Total Shares
Allocation by class
COM$126.43M60.4%
S&P 500 ETF SHS$12.79M6.1%
CL A$12.71M6.1%
MRNGSTR TTL STK$10.43M5.0%
COM SHS$6.26M3.0%
US BRD MKT ETF$4.95M2.4%
TR UNIT$4.68M2.2%
Portfolio Concentration
Top 3$28.40M13.6%
4–10$30.88M14.8%
11–25$50.27M24.0%
Rest$99.71M47.6%
Top 3 weight
13.6%
Top 10 weight
28.3%
Voting Authority Distribution
Total shares with voting rights: 4.57M
Sole
Full voting authority
4.45M
shares
% of voting shares97.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
122.48K
shares
% of voting shares2.7%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeSole · 97.3% of voting shares
Institutional Holdings101
Rows:
VANGUARD INDEX FDS
SOLEShares18.25K
TypeSH
Market value$12.79M
6.11%
Sole
15.68K
Shared
0.00
None
2.57K
VANGUARD INDEX FDS
SOLEShares27.88K
TypeSH
Market value$10.43M
4.99%
Sole
27.05K
Shared
0.00
None
834.00
MADISON SQUARE GRDN SPRT COR
SOLEShares12.76K
TypeSH
Market value$5.17M
2.47%
Sole
12.74K
Shared
0.00
None
18.00
SCHWAB STRATEGIC TR
SOLEShares168.87K
TypeSH
Market value$4.95M
2.37%
Sole
80.34K
Shared
0.00
None
88.52K
STATE STR SPDR S&P 500 ETF T
SOLEShares6.13K
TypeSH
Market value$4.68M
2.24%
Sole
4.94K
Shared
0.00
None
1.19K
KIRBY CORP
SOLEShares35.52K
TypeSH
Market value$4.66M
2.23%
Sole
35.46K
Shared
0.00
None
66.00
MICROSOFT CORP
SOLEShares8.95K
TypeSH
Market value$4.59M
2.19%
Sole
7.12K
Shared
0.00
None
1.83K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.12K
TypeSH
Market value$4.04M
1.93%
Sole
7.68K
Shared
0.00
None
435.00
OLLIES BARGAIN OUTLET HLDGS
SOLEShares46.70K
TypeSH
Market value$4.00M
1.91%
Sole
46.63K
Shared
0.00
None
65.00
FEDERAL AGRIC MTG CORP
SOLEShares19.11K
TypeSH
Market value$3.95M
1.89%
Sole
19.09K
Shared
0.00
None
21.00
MARATHON PETE CORP
SOLEShares9.81K
TypeSH
Market value$3.88M
1.85%
Sole
9.79K
Shared
0.00
None
23.00
ARCBEST CORP
SOLEShares29.03K
TypeSH
Market value$3.70M
1.77%
Sole
28.99K
Shared
0.00
None
41.00
SENECA FOODS CORP NEW
SOLEShares20.24K
TypeSH
Market value$3.60M
1.72%
Sole
20.21K
Shared
0.00
None
28.00
INGRAM MICRO HLDG CORP
SOLEShares134.16K
TypeSH
Market value$3.60M
1.72%
Sole
133.97K
Shared
0.00
None
186.00
DNOW INC
SOLEShares230.77K
TypeSH
Market value$3.58M
1.71%
Sole
230.45K
Shared
0.00
None
323.00
AZZ INC
SOLEShares26.25K
TypeSH
Market value$3.53M
1.69%
Sole
26.21K
Shared
0.00
None
32.00
FRONTDOOR INC
SOLEShares48.08K
TypeSH
Market value$3.52M
1.68%
Sole
48.01K
Shared
0.00
None
67.00
BARRICK MNG CORP
SOLEShares83.51K
TypeSH
Market value$3.40M
1.62%
Sole
83.35K
Shared
0.00
None
162.00
DRIVEN BRANDS HLDGS INC
SOLEShares285.71K
TypeSH
Market value$3.37M
1.61%
Sole
285.30K
Shared
0.00
None
407.00
ACADEMY SPORTS & OUTDOORS IN
SOLEShares67.11K
TypeSH
Market value$3.23M
1.54%
Sole
67.01K
Shared
0.00
None
96.00
CRAWFORD & CO
SOLEShares255.62K
TypeSH
Market value$3.19M
1.52%
Sole
255.26K
Shared
0.00
None
355.00
NEWMONT CORP
SOLEShares26.06K
TypeSH
Market value$3.01M
1.44%
Sole
25.54K
Shared
0.00
None
522.00
MSA SAFETY INC
SOLEShares16.61K
TypeSH
Market value$2.96M
1.41%
Sole
16.59K
Shared
0.00
None
21.00
WABASH NATL CORP
SOLEShares239.48K
TypeSH
Market value$2.95M
1.41%
Sole
239.15K
Shared
0.00
None
334.00
FIRSTCASH HOLDINGS INC
SOLEShares13.13K
TypeSH
Market value$2.77M
1.33%
Sole
13.11K
Shared
0.00
None
18.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 18.25K | SH | $12.79M 6.11% | 15.68K | 0.00 | 2.57K |
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 27.88K | SH | $10.43M 4.99% | 27.05K | 0.00 | 834.00 |
MADISON SQUARE GRDN SPRT CORSOLE | CL A | 12.76K | SH | $5.17M 2.47% | 12.74K | 0.00 | 18.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 168.87K | SH | $4.95M 2.37% | 80.34K | 0.00 | 88.52K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.13K | SH | $4.68M 2.24% | 4.94K | 0.00 | 1.19K |
KIRBY CORPSOLE | COM | 35.52K | SH | $4.66M 2.23% | 35.46K | 0.00 | 66.00 |
MICROSOFT CORPSOLE | COM | 8.95K | SH | $4.59M 2.19% | 7.12K | 0.00 | 1.83K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.12K | SH | $4.04M 1.93% | 7.68K | 0.00 | 435.00 |
OLLIES BARGAIN OUTLET HLDGSSOLE | COM | 46.70K | SH | $4.00M 1.91% | 46.63K | 0.00 | 65.00 |
FEDERAL AGRIC MTG CORPSOLE | CL C | 19.11K | SH | $3.95M 1.89% | 19.09K | 0.00 | 21.00 |
MARATHON PETE CORPSOLE | COM | 9.81K | SH | $3.88M 1.85% | 9.79K | 0.00 | 23.00 |
ARCBEST CORPSOLE | COM | 29.03K | SH | $3.70M 1.77% | 28.99K | 0.00 | 41.00 |
SENECA FOODS CORP NEWSOLE | CL A | 20.24K | SH | $3.60M 1.72% | 20.21K | 0.00 | 28.00 |
INGRAM MICRO HLDG CORPSOLE | COM | 134.16K | SH | $3.60M 1.72% | 133.97K | 0.00 | 186.00 |
DNOW INCSOLE | COM | 230.77K | SH | $3.58M 1.71% | 230.45K | 0.00 | 323.00 |
AZZ INCSOLE | COM | 26.25K | SH | $3.53M 1.69% | 26.21K | 0.00 | 32.00 |
FRONTDOOR INCSOLE | COM | 48.08K | SH | $3.52M 1.68% | 48.01K | 0.00 | 67.00 |
BARRICK MNG CORPSOLE | COM SHS | 83.51K | SH | $3.40M 1.62% | 83.35K | 0.00 | 162.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 285.71K | SH | $3.37M 1.61% | 285.30K | 0.00 | 407.00 |
ACADEMY SPORTS & OUTDOORS INSOLE | COM | 67.11K | SH | $3.23M 1.54% | 67.01K | 0.00 | 96.00 |
CRAWFORD & COSOLE | CL A | 255.62K | SH | $3.19M 1.52% | 255.26K | 0.00 | 355.00 |
NEWMONT CORPSOLE | COM | 26.06K | SH | $3.01M 1.44% | 25.54K | 0.00 | 522.00 |
MSA SAFETY INCSOLE | COM | 16.61K | SH | $2.96M 1.41% | 16.59K | 0.00 | 21.00 |
WABASH NATL CORPSOLE | COM | 239.48K | SH | $2.95M 1.41% | 239.15K | 0.00 | 334.00 |
FIRSTCASH HOLDINGS INCSOLE | COM | 13.13K | SH | $2.77M 1.33% | 13.11K | 0.00 | 18.00 |
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