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Pullen Investment Management, LLC
Pullen Investment Management, LLC is an institution, managing $184.7M across 99 long positions as of Q3 2025 with VOO as the largest holding (6% allocation).
- Portfolio Value
- $184.7M
- Positions
- 99
- Top Holding
- VOO at 6.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pullen Investment Management, LLC's portfolio (30.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.5M | 6.24% | +$90.0K Bought | — 18.8K shares | |
ETF ETF | $8.9M | 4.80% | +$15.1K Bought | — 27.0K shares | |
ETF ETF | $5.2M | 2.81% | +$51.4 Bought | — 201.5K shares | |
Software - Infrastructure Technology | $4.7M | 2.55% | +$30.0K Bought | 0.00% 9.1K shares | |
Aerospace & Defense Industrials | $4.4M | 2.39% | -$154.3K Sold | 0.04% 15.3K shares | |
Oil & Gas Integrated Energy | $4.3M | 2.35% | +$2.0M Bought | 0.00% 28.0K shares | |
Education & Training Services Consumer Defensive | $4.3M | 2.34% | +$602.0K Bought | 0.58% 184.1K shares | |
Insurance - Diversified Financial Services | $4.2M | 2.27% | -$5.0K Sold | 0.00% 8.3K shares | |
ETF ETF | $4.1M | 2.22% | — | — 6.2K shares | |
Oil & Gas Equipment & Services Energy | $4.0M | 2.16% | +$563.1K Bought | 0.52% 695.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pullen Investment Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+842.86% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Pullen Investment Management, LLC
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