Pullen Investment Management, LLC Portfolio Holdings

Pullen Investment Management, LLC

  • $166 Billion
  • Q2 2025

Pullen Investment Management, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $10.6B, Vanguard Total Stock Market Et with a value of $8.19B, Schwab Strategic Tr Us Broad M with a value of $4.8B, Microsoft Corp with a value of $4.49B, and Berkshire Hathaway Inc Class B with a value of $4.05B.

Examining the 13F form we can see an increase of $7.66B in the current position value, from $158B to 166B.

Pullen Investment Management, LLC is based out at Bradenton, FL

Below you can find more details about Pullen Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $35.8 Billion
Financial Services: $26 Billion
Consumer Defensive: $21.8 Billion
Industrials: $20.3 Billion
Energy: $13.9 Billion
Technology: $12 Billion
Consumer Cyclical: $8.08 Billion
Communication Services: $5.6 Billion
Other: $14.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$4.49 Billion 2.7% of portfolio
9,026
Q2 2025 Added 0.16%
$621B
$4.05 Billion 2.44% of portfolio
8,336
Q2 2025 Reduced 1.41%
$10.7B
$3.83 Billion 2.31% of portfolio
15,876
Q2 2025 Added 0.29%
$541M
$3.65 Billion 2.2% of portfolio
158,531
Q2 2025 Reduced 25.47%
$5.94B
$3.58 Billion 2.16% of portfolio
31,564
Q2 2025 Added 0.59%
$6.97B
$3.37 Billion 2.03% of portfolio
160,002
Q2 2025 Added 46.29%
$1.7B
$3.1 Billion 1.87% of portfolio
15,957
Q2 2025 Reduced 0.34%
$652M
$2.92 Billion 1.76% of portfolio
28,806
Q2 2025 Added 0.86%
$102B
$2.68 Billion 1.62% of portfolio
29,221
Q2 2025 Reduced 1.38%
$6.49B
$2.34 Billion 1.41% of portfolio
17,296
Q2 2025 Added 0.86%
$0
$2.28 Billion 1.37% of portfolio
-
Q2 2025 Added 27.35%
$3.87B
$2.26 Billion 1.36% of portfolio
10,837
Q2 2025 Added 0.87%
$55.9B
$2.17 Billion 1.31% of portfolio
10,788
Q2 2025 Reduced 0.56%
$302B
$2.12 Billion 1.28% of portfolio
14,818
Q2 2025 Reduced 6.61%
$6.04B
$2.09 Billion 1.26% of portfolio
12,320
Q2 2025 Added 0.84%
$136M
$2.1 Billion 1.26% of portfolio
160,653
Q2 2025 Added 0.95%
$1.16B
$2.03 Billion 1.22% of portfolio
148,096
Q2 2025 Added 92.6%
$509M
$2.01 Billion 1.21% of portfolio
597,228
Q2 2025 Added 15.21%
$4.73B
$1.97 Billion 1.19% of portfolio
22,748
Q2 2025 Added 0.89%
$54.7B
$1.91 Billion 1.15% of portfolio
32,837
Q2 2025 Reduced 0.28%
$959M
$1.92 Billion 1.15% of portfolio
17,167
Q2 2025 Added 910.42%
$2.33B
$1.89 Billion 1.14% of portfolio
35,735
Q2 2025 Added 189.09%
$2.82B
$1.86 Billion 1.12% of portfolio
19,682
Q2 2025 Added 1.3%
$46.1B
$1.82 Billion 1.1% of portfolio
13,156
Q2 2025 Added 1.12%
$99.2B
$1.83 Billion 1.1% of portfolio
6,631
Q2 2025 Reduced 0.45%
$77.3B
$1.8 Billion 1.09% of portfolio
9,675
Q2 2025 Reduced 0.63%
$446M
$1.8 Billion 1.09% of portfolio
49,615
Q2 2025 Added 1.34%
$1.02B
$1.79 Billion 1.08% of portfolio
92,355
Q2 2025 Added 82.25%
$146B
$1.76 Billion 1.06% of portfolio
7,577
Q2 2025 Reduced 0.67%
$850M
$1.75 Billion 1.05% of portfolio
10,921
Q2 2025 Added 0.93%
$155B
$1.73 Billion 1.04% of portfolio
28,226
Q2 2025 Reduced 0.41%
$293B
$1.7 Billion 1.02% of portfolio
24,480
Q2 2025 Reduced 0.55%
$4.65B
$1.7 Billion 1.02% of portfolio
28,813
Q2 2025 Added 80.66%
$439B
$1.7 Billion 1.02% of portfolio
1,718
Q2 2025 Reduced 0.75%
$79.3B
$1.67 Billion 1.0% of portfolio
10,040
Q2 2025 Reduced 1.76%
$18.6B
$1.62 Billion 0.97% of portfolio
21,982
Q2 2025 Reduced 0.53%
$44.3B
$1.6 Billion 0.96% of portfolio
15,566
Q2 2025 Reduced 0.38%
$1.12B
$1.54 Billion 0.93% of portfolio
28,215
Q2 2025 Added 22.73%
$95.8B
$1.45 Billion 0.87% of portfolio
12,298
Q2 2025 Reduced 0.58%
$2.64B
$1.4 Billion 0.84% of portfolio
7,426
Q2 2025 Added 0.94%
$113B
$1.34 Billion 0.81% of portfolio
2,890
Q2 2025 Reduced 0.14%
$442B
$1.29 Billion 0.78% of portfolio
11,968
Q2 2025 Added 0.82%
$4.33B
$1.28 Billion 0.77% of portfolio
47,010
Q2 2025 Reduced 0.48%
$157M
$1.26 Billion 0.76% of portfolio
320,489
Q2 2025 Added 31.81%
$8.29B
$1.27 Billion 0.76% of portfolio
17,683
Q2 2025 Added 1.35%
$12.7B
$1.16 Billion 0.7% of portfolio
48,399
Q2 2025 Reduced 0.48%
$12.2B
$1.15 Billion 0.69% of portfolio
11,162
Q2 2025 Reduced 0.61%
$11.9B
$1.15 Billion 0.69% of portfolio
22,189
Q2 2025 Reduced 0.47%
$5.21B
$1.11 Billion 0.67% of portfolio
33,068
Q2 2025 Added 1.33%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $166 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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