Pullen Investment Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PI Pullen Investment Management, LLC | Institutional Filer | ▲ 4.90% | $199.2M | 98 |
Current Portfolio Holdings
Showing all 98 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 19K | $11.2M | 5.65% |
| 2 | VTI | VANGUARD INDEX FDS | — | 29K | $9.4M | 4.70% |
| 3 | LINC | Lincoln Educational Services Corporation | Consumer Defensive | 188K | $7.6M | 3.84% |
| 4 | CVX | Chevron Corporation | Energy | 26K | $5.3M | 2.65% |
| 5 | KEX | Kirby Corporation | Industrials | 35K | $4.7M | 2.37% |
| 6 | SCHB | SCHWAB STRATEGIC TR | — | 175K | $4.4M | 2.21% |
| 7 | NEM | Newmont Corporation | Basic Materials | 40K | $4.3M | 2.17% |
| 8 | MSGS | Madison Square Garden Sports Corp. | Communication Services | 13K | $4.1M | 2.07% |
| 9 | SPY | SPDR S&P 500 ETF Trust | — | 6K | $4.0M | 2.01% |
| 10 | FCFS | FirstCash Holdings, Inc | Financial Services | 20K | $3.9M | 1.93% |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 8K | $3.8M | 1.93% |
| 12 | UNF | UniFirst Corporation | Industrials | 14K | $3.5M | 1.77% |
| 13 | B | Barrick Mining Corporation | Basic Materials | 85K | $3.5M | 1.74% |
| 14 | MSFT | Microsoft Corporation | Technology | 9K | $3.3M | 1.67% |
| 15 | GLD | SPDR GOLD TR | — | 7K | $3.1M | 1.54% |
Showing 1 to 15 of 98 holdings