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PULLEN INVESTMENT MANAGEMENT, LLC
PULLEN INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-06-30
PULLEN INVESTMENT MANAGEMENT, LLC runs PULLEN INVESTMENT MANAGEMENT, LLC and currently holds 98 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $216.02M. Their top holdings are VOO, VTI, MSGS, SCHB, KEX. The top five represent 18.0% of reported portfolio weight. PULLEN INVESTMENT MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PULLEN INVESTMENT MANAGEMENT, LLC initiated 9 new positions. They added to 52 existing positions. They trimmed 27 positions. Their current best-performing preview position is WNC with returns of +56.61%.
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98 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 6.02% | $487.41 | $703.77 | +44.39% | Added +0.62% |
 VTI VANGUARD INDEX FDS | 5.03% | $271.60 | $378.25 | +39.27% | Added +0.73% |
 MSGS MADISON SQUARE GRDN SPRT COR | 2.39% | $203.98 | $405.95 | +99.01% | Added +0.18% |
 SCHB SCHWAB STRATEGIC TR | 2.34% | $20.30 | $29.61 | +45.86% | Trimmed -0.24% |
 KEX KIRBY CORP | 2.23% | $96.96 | $139.95 | +44.33% | Trimmed -0.03% |
 SPY STATE STR SPDR S&P 500 ETF T | 2.12% | $525.10 | $765.62 | +45.80% | Trimmed -0.36% |
 FCFS FIRSTCASH HOLDINGS INC | 2.05% | $122.39 | $225.28 | +84.07% | Added +0.07% |
 ARCB ARCBEST CORP | 1.92% | $98.57 | $140.34 | +42.38% | Added +0.46% |
 DRVN DRIVEN BRANDS HLDGS INC | 1.87% | $13.66 | $13.17 | -3.59% | Added +48.36% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 1.84% | $420.20 | $495.77 | +17.98% | Trimmed -1.06% |
Showing 1-10 of 98