PI
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Pullen Investment Management, LLC13F | |
| Pullen Investment Management, LLC | |
| Last update 2025-04-16 | 104 Stocks (11 new) |
| Value $158.00 Mil | Turnover 12 % |
Pullen Investment Management, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 18,933 | 9,729.7 | +5.04% | 6.140 | +0.29% | 0.000 | +23.17% | +8.35% | 664,371.3 | ||
VTI | Vanguard Total Stock Market ETF | 25,154 | 6,913.4 | +7.76% | 4.370 | +0.31% | 0.000 | +23.46% | +7.99% | 479,437.0 | ||
SCHB | Schwab U.S. Broad Market ETF | 229,949 | 4,950.8 | -0.46% | 3.130 | -0.02% | 0.020 | +23.49% | +7.97% | 35,135.5 | ||
BRK.B | Berkshire Hathaway Inc | 8,455 | 4,503.0 | -2.79% | 2.840 | -0.07% | 0.000 | -6.23% | +4.87% | 1,025,641.0 | Insurance | |
SPY | SPDR S&P 500 ETF Trust | 6,165 | 3,448.6 | -0.53% | 2.180 | -0.01% | 0.000 | +23.25% | +8.39% | 647,292.4 | ||
MSFT | Microsoft Corp | 9,012 | 3,383.0 | -5.18% | 2.140 | -0.13% | 0.000 | +42.36% | +21.54% | 3,792,975.8 | Software | |
LINC | Lincoln Educational Services Corp | 212,715 | 3,375.8 | +1.41% | 2.130 | +0.03% | 0.670 | +38.01% | +43.68% | 718.1 | Education | |
HII | Huntington Ingalls Industries Inc | 15,830 | 3,229.9 | +1.68% | 2.040 | +0.03% | 0.040 | +17.57% | +36.61% | 9,990.3 | Aerospace & Defense | |
KEX | Kirby Corp | 31,378 | 3,169.5 | +0.28% | 2.000 | +0.01% | 0.060 | +26.14% | +10.73% | 6,572.1 | Transportation | |
AGM | Federal Agricultural Mortgage Corp | 16,012 | 3,002.4 | -0.01% | 1.900 | 0% | 0.150 | +2.58% | -9.71% | 1,849.1 | Credit Services |
Pullen Investment Management, LLC's Historical Top Holdings Breakdowns
Pullen Investment Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Sold Out Sold Out | -1.83% | 182.82 ($190.45) 196.21 | $197.06 | 3.47% | Sold Out | 0 | -15,212 | |
AEM | Agnico Eagle Mines Ltd | 2025-03-31 | Sold Out Sold Out | -1.39% | 79.66 ($95.62) 108.41 | $123.34 | 28.99% | Sold Out | 0 | -27,395 | |
PAAS | Pan American Silver Corp | 2025-03-31 | Sold Out Sold Out | -1.14% | 20.61 ($23.93) 26.7 | $29.56 | 23.51% | Sold Out | 0 | -86,748 | |
CRK | Comstock Resources Inc | 2025-03-31 | Sold Out Sold Out | -1.05% | 16.92 ($19.16) 21.52 | $21.38 | 11.56% | Sold Out | 0 | -88,296 | |
CSCO | Cisco Systems Inc | 2025-03-31 | New Buy New Buy | +0.96% | 58.74 ($61.57) 64.87 | $68.06 | 10.55% | New holding | 24,615 | 24,615 | |
INGM | Ingram Micro Holding Corp | 2025-03-31 | New Buy New Buy | +0.76% | 17.74 ($21.3) 24.67 | $20.95 | -1.64% | New holding | 67,977 | 67,977 | |
RTO | Rentokil Initial PLC | 2025-03-31 | New Buy New Buy | +0.70% | 20.76 ($24.13) 27.03 | $23.95 | -0.73% | New holding | 48,634 | 48,634 | |
SYY | Sysco Corp | 2025-03-31 | New Buy New Buy | +0.68% | 70 ($73.3) 77.13 | $79.13 | 7.95% | New holding | 14,309 | 14,309 | |
SAND | Sandstorm Gold Ltd | 2025-03-31 | Sold Out Sold Out | -0.66% | 5.54 ($6.25) 7.65 | $9.81 | 57.04% | Sold Out | 0 | -180,819 | |
D | Dominion Energy Inc | 2025-03-31 | Sold Out Sold Out | -0.66% | 52.85 ($55) 57.43 | $58.23 | 5.87% | Sold Out | 0 | -18,865 |
Pullen Investment Management, LLC Total Holding History ($B)
Pullen Investment Management, LLC's Asset Allocation
Pullen Investment Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Pullen Investment Management, LLC's Hypothetical Growth since 2025-03-31
Pullen Investment Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pullen Investment Management, LLC's Holdings Heat Map
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Pullen Investment Management, LLC's Holdings Bubble Chart
Pullen Investment Management, LLC News
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